$734 Million is the total value of Charter Oak Capital Management, LLC's 991 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 18.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES TRcore s&p500 etf | $188,418,000 | -12.4% | 496,949 | +4.8% | 25.68% | -2.4% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $55,546,000 | -11.1% | 1,111,803 | +2.5% | 7.57% | -0.9% |
| AGG | Buy | ISHARES TRcore us aggbd et | $52,483,000 | -3.0% | 516,154 | +2.2% | 7.15% | +8.2% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $31,771,000 | -14.1% | 242,341 | +8.5% | 4.33% | -4.3% |
| IXUS | Buy | ISHARES TRcore msci total | $30,926,000 | -2.5% | 542,279 | +13.8% | 4.22% | +8.7% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $30,709,000 | -23.5% | 399,907 | -22.3% | 4.19% | -14.7% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $25,097,000 | +52.7% | 333,467 | +61.3% | 3.42% | +70.2% |
| IGSB | Sell | ISHARES TR | $21,132,000 | -11.8% | 418,050 | -10.1% | 2.88% | -1.7% |
| IAGG | Sell | ISHARES TRcore intl aggr | $13,709,000 | -14.1% | 275,222 | -10.1% | 1.87% | -4.3% |
| VOO | Buy | VANGUARD INDEX FDS | $13,191,000 | -9.4% | 38,029 | +8.5% | 1.80% | +1.1% |
| BNDW | Sell | VANGUARD SCOTTSDALE FDStotal wld bd etf | $12,117,000 | -24.9% | 172,707 | -20.7% | 1.65% | -16.3% |
| SLQD | Sell | ISHARES TR0-5yr invt gr cp | $9,817,000 | -15.9% | 202,582 | -14.3% | 1.34% | -6.2% |
| AAPL | Buy | APPLE INC | $9,397,000 | -20.6% | 68,732 | +1.4% | 1.28% | -11.5% |
| ACWI | Sell | ISHARES TRmsci acwi etf | $9,304,000 | -16.6% | 110,909 | -0.8% | 1.27% | -7.0% |
| RESP | Sell | WISDOMTREE TRus esg fund | $8,067,000 | -16.0% | 198,061 | -0.5% | 1.10% | -6.4% |
| SUSA | Buy | ISHARES TRmsci usa esg slc | $6,824,000 | +1.1% | 84,567 | +21.3% | 0.93% | +12.7% |
| ACWX | Buy | ISHARES TRmsci acwi ex us | $6,606,000 | -8.7% | 146,800 | +6.0% | 0.90% | +1.7% |
| VSGX | Buy | VANGUARD WORLD FDesg intl stk etf | $6,428,000 | -12.3% | 131,079 | +2.3% | 0.88% | -2.2% |
| TIP | Sell | ISHARES TRtips bd etf | $5,194,000 | -11.8% | 45,601 | -3.6% | 0.71% | -1.7% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $5,118,000 | -6.2% | 61,820 | -5.6% | 0.70% | +4.6% |
| BNDX | Sell | VANGUARD CHARLOTTE FDStotal int bd etf | $4,695,000 | -33.7% | 94,772 | -29.8% | 0.64% | -26.1% |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $4,674,000 | +3.1% | 93,633 | +4.3% | 0.64% | +14.8% |
| VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $4,452,000 | -18.7% | 84,292 | -4.1% | 0.61% | -9.3% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $4,367,000 | -16.8% | 86,574 | +0.5% | 0.60% | -7.3% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $4,324,000 | +33.8% | 11,461 | +60.2% | 0.59% | +49.1% |
| ISTB | Sell | ISHARES TRcore 1 5 yr usd | $4,145,000 | -7.7% | 87,439 | -5.6% | 0.56% | +2.9% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $4,055,000 | -8.0% | 67,194 | +16.4% | 0.55% | +2.6% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $3,978,000 | +15.7% | 28,940 | +31.1% | 0.54% | +29.0% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $3,949,000 | -17.2% | 94,808 | -8.3% | 0.54% | -7.7% |
| SUSB | Sell | ISHARES TResg awre 1 5 yr | $3,900,000 | -11.3% | 161,885 | -9.4% | 0.53% | -1.1% |
| ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $3,813,000 | -5.1% | 57,418 | +15.9% | 0.52% | +5.9% |
| NUBD | Sell | NUSHARES ETF TRnuveen esg us | $3,742,000 | -22.7% | 163,610 | -18.4% | 0.51% | -13.9% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $3,405,000 | +323.5% | 65,980 | +390.2% | 0.46% | +373.5% |
| IXN | Sell | ISHARES TRglobal tech etf | $3,405,000 | -22.4% | 74,500 | -1.5% | 0.46% | -13.4% |
| IUSV | Buy | ISHARES TRcore s&p us vlu | $3,183,000 | +46.3% | 47,598 | +65.9% | 0.43% | +63.2% |
| TOTL | Sell | SSGA ACTIVE ETF TRspdr tr tactic | $2,989,000 | -25.2% | 70,864 | -20.6% | 0.41% | -16.6% |
| VPL | Sell | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $2,949,000 | -18.3% | 46,456 | -4.7% | 0.40% | -8.8% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $2,839,000 | +2.3% | 21,527 | +14.7% | 0.39% | +14.2% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDvan ftse dev mkt | $2,750,000 | -33.2% | 67,402 | -21.4% | 0.38% | -25.4% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $2,731,000 | -13.6% | 12,253 | +11.5% | 0.37% | -3.9% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $2,720,000 | -0.7% | 18,961 | +12.2% | 0.37% | +10.7% |
| SPXL | Buy | DIREXION SHS ETF TRdrx s&p500bull | $2,577,000 | +44.5% | 39,289 | +164.0% | 0.35% | +61.0% |
| JNJ | Sell | JOHNSON & JOHNSON | $2,386,000 | -4.6% | 13,444 | -4.7% | 0.32% | +6.2% |
| MSFT | Buy | MICROSOFT CORP | $2,360,000 | -13.7% | 9,189 | +3.6% | 0.32% | -3.6% |
| IDXX | Sell | IDEXX LABS INC | $2,172,000 | -35.9% | 6,194 | -0.1% | 0.30% | -28.7% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $2,067,000 | -3.9% | 8,779 | +3.8% | 0.28% | +7.2% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $1,812,000 | -17.0% | 9,607 | +0.2% | 0.25% | -7.5% |
| XOM | Buy | EXXON MOBIL CORP | $1,695,000 | +42.1% | 19,791 | +37.1% | 0.23% | +58.2% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,683,000 | -5.8% | 11,705 | +0.1% | 0.23% | +4.6% |
| MDT | Buy | MEDTRONIC PLC | $1,671,000 | -19.1% | 18,621 | +0.0% | 0.23% | -9.9% |
| IBDN | Sell | ISHARES TRibonds dec22 etf | $1,600,000 | -32.8% | 63,992 | -32.7% | 0.22% | -25.1% |
| IEMG | Sell | ISHARES INCcore msci emkt | $1,561,000 | -19.2% | 31,810 | -8.5% | 0.21% | -9.7% |
| ESML | Buy | ISHARES TResg aware msci | $1,548,000 | -7.1% | 49,133 | +12.2% | 0.21% | +3.4% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,474,000 | -12.1% | 19,331 | -9.9% | 0.20% | -2.0% |
| ESGD | Buy | ISHARES TResg aw msci eafe | $1,444,000 | +23.0% | 23,012 | +44.5% | 0.20% | +36.8% |
| IYW | Buy | ISHARES TRu.s. tech etf | $1,254,000 | +1.0% | 15,688 | +30.3% | 0.17% | +12.5% |
| EAGG | Buy | ISHARES TResg awr us agrgt | $1,247,000 | +89.8% | 25,488 | +100.3% | 0.17% | +112.5% |
| DSI | Buy | ISHARES TRmsci kld400 soc | $1,235,000 | -16.8% | 17,172 | +0.1% | 0.17% | -7.7% |
| IYK | Buy | ISHARES TRus consm staples | $1,185,000 | +18.0% | 6,080 | +21.4% | 0.16% | +31.7% |
| VPU | Buy | VANGUARD WORLD FDSutilities etf | $1,178,000 | +3.2% | 7,729 | +9.5% | 0.16% | +15.0% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,148,000 | -16.0% | 10,194 | +1.7% | 0.16% | -6.6% |
| ABBV | Sell | ABBVIE INC | $1,123,000 | -5.9% | 7,330 | -0.5% | 0.15% | +4.8% |
| MRK | Sell | MERCK & CO INC | $1,089,000 | +2.6% | 11,940 | -7.7% | 0.15% | +13.8% |
| MUB | Sell | ISHARES TRnational mun etf | $1,015,000 | -38.9% | 9,544 | -37.1% | 0.14% | -32.0% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $998,000 | -9.6% | 4,411 | +7.2% | 0.14% | +0.7% |
| NEE | Buy | NEXTERA ENERGY INC | $977,000 | -8.6% | 12,617 | +0.0% | 0.13% | +1.5% |
| INTC | Buy | INTEL CORP | $963,000 | -24.5% | 25,731 | +0.0% | 0.13% | -16.0% |
| IGR | Buy | CBRE GBL REAL ESTATE INC FD | $952,000 | -19.7% | 131,177 | +0.0% | 0.13% | -10.3% |
| VCR | Sell | VANGUARD WORLD FDSconsum dis etf | $951,000 | -26.1% | 4,183 | -0.8% | 0.13% | -17.2% |
| CRM | SALESFORCE INC | $948,000 | -22.3% | 5,744 | 0.0% | 0.13% | -13.4% | |
| PEP | Sell | PEPSICO INC | $950,000 | -1.2% | 5,700 | -0.8% | 0.13% | +9.3% |
| IYF | Buy | ISHARES TRu.s. finls etf | $946,000 | +33.4% | 13,520 | +61.2% | 0.13% | +48.3% |
| MCD | Buy | MCDONALDS CORP | $890,000 | 0.0% | 3,606 | +0.2% | 0.12% | +11.0% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $880,000 | -43.2% | 10,310 | -35.0% | 0.12% | -36.8% |
| IEFA | Sell | ISHARES TRcore msci eafe | $875,000 | -23.7% | 14,870 | -9.9% | 0.12% | -15.0% |
| HPQ | Buy | HP INC | $869,000 | -9.7% | 26,503 | +0.0% | 0.12% | 0.0% |
| TEL | TE CONNECTIVITY LTD | $859,000 | -13.6% | 7,589 | 0.0% | 0.12% | -4.1% | |
| ESGU | Buy | ISHARES TResg awr msci usa | $844,000 | +17.9% | 10,059 | +42.4% | 0.12% | +30.7% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $845,000 | -8.2% | 4,990 | +11.4% | 0.12% | +2.7% |
| FHLC | Buy | FIDELITY COVINGTON TRUSTmsci hlth care i | $847,000 | +65.4% | 13,960 | +79.2% | 0.12% | +82.5% |
| VMBS | Sell | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $826,000 | -40.4% | 17,278 | -37.5% | 0.11% | -33.1% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $832,000 | -5.3% | 9,007 | +10.5% | 0.11% | +5.6% |
| EWC | Sell | ISHARES INCmsci cda etf | $828,000 | -19.5% | 24,591 | -3.9% | 0.11% | -10.3% |
| HYS | Sell | PIMCO ETF TR0-5 high yield | $803,000 | -14.3% | 9,072 | -6.8% | 0.11% | -5.2% |
| EXI | Buy | ISHARES TRglob indstrl etf | $785,000 | -17.1% | 8,163 | +0.1% | 0.11% | -7.8% |
| NEAR | Buy | ISHARES U S ETF TRblackrock st mat | $783,000 | +56.6% | 15,897 | +57.5% | 0.11% | +75.4% |
| IBDO | Sell | ISHARES TRibonds dec23 etf | $778,000 | -43.7% | 31,005 | -43.3% | 0.11% | -37.3% |
| AMAT | APPLIED MATLS INC | $745,000 | -31.0% | 8,191 | 0.0% | 0.10% | -22.7% | |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $746,000 | -0.8% | 14,694 | -0.4% | 0.10% | +10.9% |
| IEUR | Buy | ISHARES TRcore msci euro | $730,000 | -14.5% | 16,230 | +1.5% | 0.10% | -3.8% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $708,000 | -11.9% | 8,450 | +6.1% | 0.10% | -1.0% |
| IYJ | Buy | ISHARES TRus industrials | $675,000 | +11.2% | 7,655 | +33.0% | 0.09% | +24.3% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $671,000 | +2.0% | 7,477 | +12.5% | 0.09% | +13.8% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $639,000 | -19.6% | 2,340 | +3.9% | 0.09% | -10.3% |
| HD | Sell | HOME DEPOT INC | $641,000 | -12.4% | 2,336 | -4.5% | 0.09% | -3.3% |
| WSO | Buy | WATSCO INC | $623,000 | -20.7% | 2,610 | +1.2% | 0.08% | -11.5% |
| A | AGILENT TECHNOLOGIES INC | $609,000 | 0.0% | 6,094 | 0.0% | 0.08% | +12.2% | |
| YUM | YUM BRANDS INC | $603,000 | -4.3% | 5,315 | 0.0% | 0.08% | +6.5% | |
| GM | Buy | GENERAL MTRS CO | $598,000 | +1608.6% | 9,800 | +1123.5% | 0.08% | +1950.0% |
| SHV | Sell | ISHARES TRshort treas bd | $593,000 | -11.0% | 5,387 | -10.8% | 0.08% | 0.0% |
| PFE | Sell | PFIZER INC | $559,000 | -3.6% | 10,662 | -4.8% | 0.08% | +7.0% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $532,000 | -7.6% | 243 | +18.0% | 0.07% | +4.3% |
| FCOM | Buy | FIDELITY COVINGTON TRUST | $533,000 | +101.9% | 14,973 | +158.1% | 0.07% | +128.1% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $526,000 | -19.9% | 4,136 | +0.0% | 0.07% | -10.0% |
| ABT | Sell | ABBOTT LABS | $520,000 | -9.7% | 4,787 | -1.7% | 0.07% | +1.4% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $522,000 | -1.5% | 1,016 | -2.3% | 0.07% | +9.2% |
| KO | Sell | COCA COLA CO | $512,000 | -2.5% | 8,134 | -4.0% | 0.07% | +9.4% |
| CVX | Sell | CHEVRON CORP NEW | $511,000 | -12.9% | 3,531 | -2.1% | 0.07% | -2.8% |
| EEM | ISHARES TRmsci emg mkt etf | $503,000 | -11.3% | 12,556 | 0.0% | 0.07% | 0.0% | |
| SUB | New | ISHARES TRshrt nat mun etf | $496,000 | – | 4,743 | +100.0% | 0.07% | – |
| AMZN | Buy | AMAZON COM INC | $496,000 | -35.5% | 4,670 | +1878.8% | 0.07% | -27.7% |
| GOVT | Sell | ISHARES TRus treas bd etf | $491,000 | -25.3% | 20,539 | -22.1% | 0.07% | -16.2% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $490,000 | -20.1% | 1,747 | +3.3% | 0.07% | -10.7% |
| USMV | Sell | ISHARES TRmsci usa min vol | $488,000 | -27.5% | 6,957 | -19.8% | 0.07% | -18.3% |
| BAC | Sell | BK OF AMERICA CORP | $485,000 | -25.8% | 15,575 | -1.9% | 0.07% | -17.5% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $477,000 | +11.2% | 2,706 | +34.2% | 0.06% | +25.0% |
| ACWV | Sell | ISHARES INCmsci gbl min vol | $479,000 | -38.3% | 5,068 | -31.5% | 0.06% | -31.6% |
| DE | Buy | DEERE & CO | $463,000 | -27.7% | 1,547 | +0.5% | 0.06% | -19.2% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $461,000 | +56.8% | 3,265 | +44.2% | 0.06% | +75.0% |
| VTC | New | VANGUARD SCOTTSDALE FDStotal corp bnd | $462,000 | – | 6,000 | +100.0% | 0.06% | – |
| QCOM | QUALCOMM INC | $445,000 | -16.4% | 3,482 | 0.0% | 0.06% | -6.2% | |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $432,000 | +5.1% | 4,747 | +25.3% | 0.06% | +18.0% |
| T | Buy | AT&T INC | $417,000 | -1.4% | 19,904 | +11.2% | 0.06% | +9.6% |
| SUSL | Buy | ISHARES TResg msci leadr | $418,000 | -4.1% | 6,300 | +14.5% | 0.06% | +7.5% |
| YUMC | YUM CHINA HLDGS INC | $401,000 | +16.9% | 8,265 | 0.0% | 0.06% | +31.0% | |
| AMP | AMERIPRISE FINL INC | $400,000 | -20.8% | 1,681 | 0.0% | 0.06% | -11.3% | |
| DIS | Sell | DISNEY WALT CO | $405,000 | -32.2% | 4,295 | -1.2% | 0.06% | -24.7% |
| PFF | Sell | ISHARES TRpfd and incm sec | $401,000 | -26.7% | 12,206 | -18.8% | 0.06% | -17.9% |
| GLD | SPDR GOLD TR | $387,000 | -6.7% | 2,297 | 0.0% | 0.05% | +3.9% | |
| TBF | PROSHARES TRshrt 20+yr tre | $384,000 | 0.0% | 16,764 | 0.0% | 0.05% | +10.6% | |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $350,000 | -7.9% | 644 | +0.2% | 0.05% | +4.3% |
| GIS | GENERAL MLS INC | $355,000 | +11.6% | 4,701 | 0.0% | 0.05% | +23.1% | |
| FDIS | Buy | FIDELITY COVINGTON TRUSTmsci consm dis | $335,000 | +35.6% | 5,684 | +82.2% | 0.05% | +53.3% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $337,000 | -14.9% | 3,062 | -6.5% | 0.05% | -4.2% |
| PM | PHILIP MORRIS INTL INC | $332,000 | +5.1% | 3,360 | 0.0% | 0.04% | +15.4% | |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $321,000 | -20.0% | 147 | +2.1% | 0.04% | -10.2% |
| MAR | MARRIOTT INTL INC NEWcl a | $315,000 | -22.8% | 2,319 | 0.0% | 0.04% | -14.0% | |
| WTRG | Buy | ESSENTIAL UTILS INC | $314,000 | -6.0% | 6,829 | +4.4% | 0.04% | +4.9% |
| DHS | WISDOMTREE TRus high dividend | $305,000 | -6.7% | 3,708 | 0.0% | 0.04% | +5.0% | |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $308,000 | -22.0% | 3,964 | -17.8% | 0.04% | -12.5% |
| CHD | Buy | CHURCH & DWIGHT CO INC | $297,000 | +9800.0% | 3,203 | +9051.4% | 0.04% | – |
| CSCO | Sell | CISCO SYS INC | $296,000 | -25.3% | 6,936 | -2.2% | 0.04% | -16.7% |
| ESGE | Sell | ISHARES INCesg awr msci em | $297,000 | -14.9% | 9,195 | -3.3% | 0.04% | -7.0% |
| DUK | DUKE ENERGY CORP NEW | $285,000 | -4.0% | 2,662 | 0.0% | 0.04% | +8.3% | |
| VV | VANGUARD INDEX FDSlarge cap etf | $287,000 | -17.3% | 1,664 | 0.0% | 0.04% | -7.1% | |
| WMT | Buy | WALMART INC | $283,000 | -18.2% | 2,330 | +0.2% | 0.04% | -7.1% |
| SSO | Sell | PROSHARES TR | $289,000 | -39.5% | 6,435 | -11.6% | 0.04% | -32.8% |
| CAT | Buy | CATERPILLAR INC | $279,000 | -19.6% | 1,560 | +0.2% | 0.04% | -9.5% |
| LLY | LILLY ELI & CO | $282,000 | +13.3% | 871 | 0.0% | 0.04% | +26.7% | |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $278,000 | 0.0% | 2,731 | +10.3% | 0.04% | +11.8% |
| DTN | Sell | WISDOMTREE TRus ai enhanced | $273,000 | -13.3% | 3,071 | -3.4% | 0.04% | -5.1% |
| ONEQ | FIDELITY COMWLTH TR | $272,000 | -22.5% | 6,313 | 0.0% | 0.04% | -14.0% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $270,000 | +5.5% | 3,509 | 0.0% | 0.04% | +19.4% | |
| SMMD | Buy | ISHARES TRrusel 2500 etf | $269,000 | – | 5,208 | +260300.0% | 0.04% | – |
| EWJ | Buy | ISHARES INCmsci jpn etf new | $262,000 | -13.8% | 4,967 | +0.8% | 0.04% | -2.7% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $255,000 | +1316.7% | 5,100 | +1348.9% | 0.04% | +1650.0% |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $245,000 | -5.8% | 2,459 | +1.3% | 0.03% | +3.1% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $245,000 | -60.4% | 1,827 | -53.4% | 0.03% | -56.6% |
| UTF | Sell | COHEN & STEERS INFRASTRUCTUR | $242,000 | -13.3% | 9,542 | -1.0% | 0.03% | -2.9% |
| IYM | Buy | ISHARES TRu.s. bas mtl etf | $243,000 | +6.1% | 2,068 | +35.1% | 0.03% | +17.9% |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $237,000 | -9.5% | 4,138 | +0.6% | 0.03% | 0.0% |
| HON | Sell | HONEYWELL INTL INC | $237,000 | -17.4% | 1,365 | -7.5% | 0.03% | -8.6% |
| FENY | Buy | FIDELITY COVINGTON TRUSTmsci energy idx | $225,000 | +75.8% | 11,582 | +89.0% | 0.03% | +93.8% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $228,000 | -10.9% | 1,571 | +1.9% | 0.03% | 0.0% |
| NVDA | Buy | NVIDIA CORPORATION | $230,000 | +180.5% | 1,517 | +405.7% | 0.03% | +210.0% |
| O | REALTY INCOME CORP | $211,000 | -1.4% | 3,087 | 0.0% | 0.03% | +11.5% | |
| UNP | Buy | UNION PAC CORP | $206,000 | +24.8% | 967 | +59.8% | 0.03% | +40.0% |
| BAX | Sell | BAXTER INTL INC | $209,000 | -20.5% | 3,254 | -4.0% | 0.03% | -12.5% |
| AOM | Sell | ISHARES TRmodert alloc etf | $201,000 | -12.6% | 5,154 | -3.6% | 0.03% | -3.6% |
| RWO | Buy | SPDR INDEX SHS FDSdj glb rl es etf | $199,000 | -16.4% | 4,510 | +2.3% | 0.03% | -6.9% |
| MMM | Buy | 3M CO | $201,000 | -1.0% | 1,553 | +13.7% | 0.03% | +8.0% |
| NKE | Buy | NIKE INCcl b | $194,000 | -20.5% | 1,902 | +5.0% | 0.03% | -13.3% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $190,000 | -16.3% | 4,841 | +0.0% | 0.03% | -7.1% |
| AMGN | Sell | AMGEN INC | $191,000 | -2.6% | 784 | -3.2% | 0.03% | +8.3% |
| EEMV | Sell | ISHARES INCmsci emerg mrkt | $191,000 | -38.6% | 3,439 | -32.7% | 0.03% | -31.6% |
| LOW | Sell | LOWES COS INC | $193,000 | -25.5% | 1,105 | -13.9% | 0.03% | -18.8% |
| OTIS | Sell | OTIS WORLDWIDE CORP | $180,000 | -9.5% | 2,548 | -1.4% | 0.02% | +4.2% |
| V | VISA INC | $184,000 | -11.1% | 933 | 0.0% | 0.02% | 0.0% | |
| FUTY | Buy | FIDELITY COVINGTON TRUSTmsci utils index | $184,000 | +61.4% | 4,087 | +71.9% | 0.02% | +78.6% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $182,000 | -9.0% | 1,418 | -2.9% | 0.02% | +4.2% |
| NUDM | NUSHARES ETF TRnuveen esg intl | $187,000 | -12.2% | 7,395 | 0.0% | 0.02% | -3.8% | |
| AWK | AMERICAN WTR WKS CO INC NEW | $187,000 | -10.1% | 1,257 | 0.0% | 0.02% | 0.0% | |
| TXN | TEXAS INSTRS INC | $182,000 | -16.1% | 1,183 | 0.0% | 0.02% | -7.4% | |
| GNR | Sell | SPDR INDEX SHS FDSglb nat resrce | $179,000 | -41.1% | 3,445 | -28.9% | 0.02% | -35.1% |
| ES | Buy | EVERSOURCE ENERGY | $175,000 | +4.8% | 2,074 | +9.4% | 0.02% | +20.0% |
| STIP | Buy | ISHARES TR0-5 yr tips etf | $175,000 | +8.0% | 1,725 | +11.9% | 0.02% | +20.0% |
| BA | BOEING CO | $175,000 | -28.9% | 1,282 | 0.0% | 0.02% | -20.0% | |
| SDY | SPDR SER TRs&p divid etf | $177,000 | -7.3% | 1,492 | 0.0% | 0.02% | +4.3% | |
| IUSB | Sell | ISHARES TRcore total usd | $169,000 | -62.6% | 3,620 | -60.3% | 0.02% | -58.2% |
| CNP | CENTERPOINT ENERGY INC | $169,000 | -3.4% | 5,721 | 0.0% | 0.02% | +9.5% | |
| SLYG | SPDR SER TRs&p 600 smcp grw | $171,000 | -15.8% | 2,420 | 0.0% | 0.02% | -8.0% | |
| HUM | Buy | HUMANA INC | $159,000 | +7.4% | 340 | +0.3% | 0.02% | +22.2% |
| AOR | ISHARES TRgrwt allocat etf | $161,000 | -11.0% | 3,354 | 0.0% | 0.02% | 0.0% | |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $165,000 | -19.5% | 753 | +2.2% | 0.02% | -12.0% |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $158,000 | -22.5% | 4,444 | +0.0% | 0.02% | -12.0% |
| TSLA | Buy | TESLA INC | $162,000 | +97.6% | 241 | +217.1% | 0.02% | +120.0% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $160,000 | -12.6% | 1,574 | +3.1% | 0.02% | 0.0% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $154,000 | -9.9% | 1,552 | -8.9% | 0.02% | 0.0% |
| IJT | Sell | ISHARES TRs&p sml 600 gwt | $155,000 | -18.0% | 1,467 | -2.7% | 0.02% | -8.7% |
| HIG | Buy | HARTFORD FINL SVCS GROUP INC | $157,000 | +10.6% | 2,402 | +21.2% | 0.02% | +23.5% |
| DON | Buy | WISDOMTREE TRus midcap divid | $144,000 | -12.2% | 3,704 | +0.0% | 0.02% | 0.0% |
| ITA | Buy | ISHARES TRus aer def etf | $147,000 | +425.0% | 1,478 | +475.1% | 0.02% | +566.7% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $149,000 | -32.0% | 2,029 | -23.9% | 0.02% | -25.9% |
| EMR | Sell | EMERSON ELEC CO | $144,000 | -20.9% | 1,816 | -2.2% | 0.02% | -9.1% |
| ADM | ARCHER DANIELS MIDLAND CO | $137,000 | 0.0% | 2,340 | 0.0% | 0.02% | +11.8% | |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $141,000 | -13.0% | 1,583 | +0.1% | 0.02% | -5.0% |
| SO | SOUTHERN CO | $137,000 | -1.4% | 1,923 | 0.0% | 0.02% | +11.8% | |
| BGRN | Sell | ISHARES TRusd grn bond etf | $138,000 | -12.1% | 2,879 | -7.2% | 0.02% | 0.0% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $135,000 | -12.3% | 5,523 | -7.2% | 0.02% | -5.3% |
| PAYX | Buy | PAYCHEX INC | $133,000 | -12.5% | 1,167 | +4.9% | 0.02% | -5.3% |
| MO | Sell | ALTRIA GROUP INC | $130,000 | -22.6% | 3,124 | -3.1% | 0.02% | -14.3% |
| COP | Sell | CONOCOPHILLIPS | $135,000 | -14.0% | 1,506 | -4.1% | 0.02% | -5.3% |
| WAT | WATERS CORP | $134,000 | +6.3% | 405 | 0.0% | 0.02% | +20.0% | |
| NGG | NATIONAL GRID PLCsponsored adr ne | $135,000 | -16.1% | 2,090 | 0.0% | 0.02% | -10.0% | |
| EPP | Buy | ISHARES INCmsci pac jp etf | $127,000 | -15.3% | 3,048 | +0.2% | 0.02% | -5.6% |
| MA | MASTERCARD INCORPORATEDcl a | $124,000 | -11.4% | 393 | 0.0% | 0.02% | 0.0% | |
| KMI | Buy | KINDER MORGAN INC DEL | $127,000 | -9.3% | 7,575 | +2.5% | 0.02% | 0.0% |
| ORCL | Buy | ORACLE CORP | $126,000 | -9.4% | 1,800 | +7.0% | 0.02% | 0.0% |
| HYMB | Sell | SPDR SER TRnuveen bloomberg | $127,000 | -7.3% | 2,480 | -0.5% | 0.02% | 0.0% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $128,000 | -2.3% | 1,793 | +4.8% | 0.02% | +6.2% |
| IRM | IRON MTN INC NEW | $126,000 | -12.5% | 2,590 | 0.0% | 0.02% | -5.6% | |
| NSC | Sell | NORFOLK SOUTHN CORP | $120,000 | -42.3% | 529 | -27.4% | 0.02% | -36.0% |
| VOOV | Buy | VANGUARD ADMIRAL FDS INC500 val idx fd | $116,000 | +90.2% | 872 | +116.9% | 0.02% | +128.6% |
| TRU | TRANSUNION | $116,000 | -22.7% | 1,450 | 0.0% | 0.02% | -11.1% | |
| IWV | Buy | ISHARES TRrussell 3000 etf | $114,000 | -17.4% | 525 | +0.2% | 0.02% | -5.9% |
| ACN | Sell | ACCENTURE PLC IRELAND | $118,000 | -28.5% | 425 | -13.3% | 0.02% | -20.0% |
| ECL | ECOLAB INC | $112,000 | -13.2% | 728 | 0.0% | 0.02% | -6.2% | |
| SJNK | Sell | SPDR SER TRbloomberg sht te | $113,000 | -23.1% | 4,704 | -16.2% | 0.02% | -16.7% |
| APH | AMPHENOL CORP NEWcl a | $108,000 | -14.3% | 1,672 | 0.0% | 0.02% | 0.0% | |
| GSLC | GOLDMAN SACHS ETF TRactivebeta us lg | $112,000 | -15.8% | 1,494 | 0.0% | 0.02% | -6.2% | |
| DVY | ISHARES TRselect divid etf | $109,000 | -8.4% | 929 | 0.0% | 0.02% | 0.0% | |
| AFL | AFLAC INC | $108,000 | -14.3% | 1,960 | 0.0% | 0.02% | 0.0% | |
| ICF | Buy | ISHARES TRcohen steer reit | $112,000 | -14.5% | 1,848 | +0.2% | 0.02% | -6.2% |
| AMLP | ALPS ETF TRalerian mlp | $109,000 | -9.9% | 3,167 | 0.0% | 0.02% | 0.0% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $108,000 | -7.7% | 514 | 0.0% | 0.02% | +7.1% | |
| TD | TORONTO DOMINION BK ONT | $106,000 | -17.8% | 1,622 | 0.0% | 0.01% | -12.5% | |
| WELL | WELLTOWER INC | $101,000 | -14.4% | 1,232 | 0.0% | 0.01% | 0.0% | |
| CVS | Buy | CVS HEALTH CORP | $101,000 | -8.2% | 1,085 | +0.1% | 0.01% | +7.7% |
| ALL | Sell | ALLSTATE CORP | $106,000 | -10.9% | 837 | -2.3% | 0.01% | -6.7% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $102,000 | -12.8% | 3,550 | +3.7% | 0.01% | 0.0% |
| WPC | WP CAREY INC | $103,000 | +3.0% | 1,243 | 0.0% | 0.01% | +16.7% | |
| PSA | Sell | PUBLIC STORAGE | $96,000 | -23.8% | 307 | -5.0% | 0.01% | -13.3% |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $92,000 | -5.2% | 2,280 | +3.7% | 0.01% | +8.3% |
| IJJ | Sell | ISHARES TRs&p mc 400vl etf | $96,000 | -14.3% | 1,012 | -1.4% | 0.01% | -7.1% |
| SPMB | SPDR SER TRport mtg bk etf | $99,000 | -4.8% | 4,328 | 0.0% | 0.01% | 0.0% | |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $99,000 | -16.1% | 1,551 | +1.2% | 0.01% | -7.1% |
| BLV | Buy | VANGUARD BD INDEX FDSlong term bond | $97,000 | -2.0% | 1,214 | +12.9% | 0.01% | +8.3% |
| BDX | Buy | BECTON DICKINSON & CO | $92,000 | -7.1% | 373 | +0.3% | 0.01% | +8.3% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $96,000 | +2.1% | 1,368 | +8.4% | 0.01% | +18.2% |
| EXPD | EXPEDITORS INTL WASH INC | $97,000 | -5.8% | 1,000 | 0.0% | 0.01% | 0.0% | |
| STK | COLUMBIA SELIGM PREM TECH GR | $99,000 | 0.0% | 4,324 | 0.0% | 0.01% | +8.3% | |
| SPGP | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $88,000 | -12.9% | 1,102 | 0.0% | 0.01% | 0.0% | |
| TT | Buy | TRANE TECHNOLOGIES PLC | $91,000 | +2.2% | 937 | +59.9% | 0.01% | +9.1% |
| VICI | VICI PPTYS INC | $89,000 | +4.7% | 2,990 | 0.0% | 0.01% | +20.0% | |
| ED | Buy | CONSOLIDATED EDISON INC | $89,000 | 0.0% | 938 | +0.1% | 0.01% | +9.1% |
| NVS | NOVARTIS AGsponsored adr | $88,000 | -3.3% | 1,042 | 0.0% | 0.01% | +9.1% | |
| DEO | Sell | DIAGEO PLCspon adr new | $89,000 | -19.8% | 512 | -6.2% | 0.01% | -14.3% |
| DHR | DANAHER CORPORATION | $87,000 | -13.9% | 344 | 0.0% | 0.01% | 0.0% | |
| ISRG | INTUITIVE SURGICAL INC | $88,000 | -33.3% | 439 | 0.0% | 0.01% | -25.0% | |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $89,000 | -22.6% | 2,828 | -5.9% | 0.01% | -14.3% |
| SRLP | SPRAGUE RES LP | $90,000 | +15.4% | 4,734 | 0.0% | 0.01% | +20.0% | |
| CL | COLGATE PALMOLIVE CO | $83,000 | +6.4% | 1,034 | 0.0% | 0.01% | +10.0% | |
| LULU | LULULEMON ATHLETICA INC | $79,000 | -24.8% | 288 | 0.0% | 0.01% | -15.4% | |
| FDX | Buy | FEDEX CORP | $79,000 | -1.2% | 348 | +0.3% | 0.01% | +10.0% |
| FLRN | SPDR SER TRbloomberg invt | $81,000 | -1.2% | 2,704 | 0.0% | 0.01% | +10.0% | |
| XVV | ISHARES TResg scrnd s&p500 | $81,000 | -17.3% | 2,860 | 0.0% | 0.01% | -8.3% | |
| SDG | ISHARES TRmsci gbl sus dev | $80,000 | -5.9% | 1,000 | 0.0% | 0.01% | +10.0% | |
| USB | US BANCORP DEL | $84,000 | -13.4% | 1,834 | 0.0% | 0.01% | -8.3% | |
| SPYV | SPDR SER TRprtflo s&p500 vl | $84,000 | -11.6% | 2,271 | 0.0% | 0.01% | -8.3% | |
| GILD | GILEAD SCIENCES INC | $81,000 | +3.8% | 1,310 | 0.0% | 0.01% | +10.0% | |
| BIBL | NORTHERN LTS FD TR IVinspire 100 esg | $81,000 | -19.0% | 2,781 | 0.0% | 0.01% | -8.3% | |
| BP | Sell | BP PLCsponsored adr | $82,000 | -11.8% | 2,880 | -9.3% | 0.01% | 0.0% |
| ICLN | ISHARES TRgl clean ene etf | $82,000 | -11.8% | 4,309 | 0.0% | 0.01% | 0.0% | |
| IGHG | Sell | PROSHARES TRinvt int rt hg | $81,000 | -31.9% | 1,170 | -28.8% | 0.01% | -26.7% |
| KMB | KIMBERLY-CLARK CORP | $72,000 | +9.1% | 535 | 0.0% | 0.01% | +25.0% | |
| MTUM | ISHARES TRmsci usa mmentm | $74,000 | -19.6% | 544 | 0.0% | 0.01% | -9.1% | |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $74,000 | -27.5% | 226 | -7.8% | 0.01% | -16.7% |
| SLB | SCHLUMBERGER LTD | $75,000 | -12.8% | 2,084 | 0.0% | 0.01% | -9.1% | |
| RPTPRD | RPT REALTY7.25 pfd d conv | $76,000 | -19.1% | 1,585 | 0.0% | 0.01% | -9.1% | |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $76,000 | -37.2% | 551 | -16.0% | 0.01% | -33.3% |
| AXP | Sell | AMERICAN EXPRESS CO | $73,000 | -37.1% | 528 | -14.6% | 0.01% | -28.6% |
| APLE | APPLE HOSPITALITY REIT INC | $75,000 | -18.5% | 5,124 | 0.0% | 0.01% | -9.1% | |
| EFAV | Sell | ISHARES TRmsci eafe min vl | $73,000 | -16.1% | 1,148 | -4.6% | 0.01% | -9.1% |
| EFA | Sell | ISHARES TRmsci eafe etf | $70,000 | -17.6% | 1,120 | -3.0% | 0.01% | 0.0% |
| GD | Buy | GENERAL DYNAMICS CORP | $75,000 | -8.5% | 340 | +0.3% | 0.01% | 0.0% |
| AOA | Buy | ISHARES TRaggres alloc etf | $64,000 | -4.5% | 1,064 | +9.4% | 0.01% | +12.5% |
| SIRI | SIRIUS XM HOLDINGS INC | $66,000 | -7.0% | 10,700 | 0.0% | 0.01% | 0.0% | |
| VCEB | Sell | VANGUARD WORLD FDesg us corp bd | $67,000 | -26.4% | 1,064 | -20.2% | 0.01% | -18.2% |
| IWB | ISHARES TRrus 1000 etf | $63,000 | -17.1% | 304 | 0.0% | 0.01% | 0.0% | |
| EPR | EPR PPTYS | $67,000 | -14.1% | 1,426 | 0.0% | 0.01% | -10.0% | |
| DTH | Buy | WISDOMTREE TRitl high div fd | $68,000 | -11.7% | 1,956 | +0.7% | 0.01% | 0.0% |
| FB | Buy | META PLATFORMS INCcl a | $69,000 | -25.0% | 426 | +3.1% | 0.01% | -18.2% |
| XT | ISHARES TRexponential tech | $68,000 | -18.1% | 1,412 | 0.0% | 0.01% | -10.0% | |
| IXJ | ISHARES TRglob hlthcre etf | $63,000 | 0.0% | 555 | 0.0% | 0.01% | +12.5% | |
| MET | Buy | METLIFE INC | $69,000 | -10.4% | 1,094 | +0.4% | 0.01% | 0.0% |
| SOXX | ISHARES TRishares semicdtr | $67,000 | -26.4% | 192 | 0.0% | 0.01% | -18.2% | |
| TFC | Sell | TRUIST FINL CORP | $65,000 | -25.3% | 1,376 | -10.7% | 0.01% | -18.2% |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $67,000 | -15.2% | 162 | 0.0% | 0.01% | -10.0% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $59,000 | -14.5% | 324 | 0.0% | 0.01% | 0.0% | |
| APD | AIR PRODS & CHEMS INC | $62,000 | -3.1% | 258 | 0.0% | 0.01% | 0.0% | |
| XYL | Sell | XYLEM INC | $60,000 | -18.9% | 766 | -11.5% | 0.01% | -11.1% |
| TY | New | TRI CONTL CORP | $61,000 | – | 2,346 | +100.0% | 0.01% | – |
| TRV | Sell | TRAVELERS COMPANIES INC | $60,000 | -31.0% | 353 | -26.2% | 0.01% | -27.3% |
| PRU | Buy | PRUDENTIAL FINL INC | $56,000 | -15.2% | 589 | +5.2% | 0.01% | 0.0% |
| ITW | ILLINOIS TOOL WKS INC | $56,000 | -13.8% | 310 | 0.0% | 0.01% | 0.0% | |
| VRIG | INVESCO ACTIVELY MANAGED ETFvar rate invt | $62,000 | 0.0% | 2,500 | 0.0% | 0.01% | 0.0% | |
| CCI | CROWN CASTLE INTL CORP NEW | $59,000 | -9.2% | 353 | 0.0% | 0.01% | 0.0% | |
| IGIB | Sell | ISHARES TR | $61,000 | -15.3% | 1,197 | -8.4% | 0.01% | -11.1% |
| PFM | Buy | INVESCO EXCHANGE TRADED FD Tdivid achievev | $61,000 | -10.3% | 1,774 | +0.5% | 0.01% | 0.0% |
| DTD | WISDOMTREE TRus total dividnd | $60,000 | -10.4% | 1,036 | 0.0% | 0.01% | 0.0% | |
| DES | Buy | WISDOMTREE TRus smallcap divd | $59,000 | -10.6% | 2,083 | +0.0% | 0.01% | 0.0% |
| XEL | XCEL ENERGY INC | $57,000 | -3.4% | 812 | 0.0% | 0.01% | +14.3% | |
| AMD | ADVANCED MICRO DEVICES INC | $52,000 | -30.7% | 686 | 0.0% | 0.01% | -22.2% | |
| CRBN | ISHARES TRmsci lw crb tg | $48,000 | -15.8% | 350 | 0.0% | 0.01% | 0.0% | |
| BRX | BRIXMOR PPTY GROUP INC | $49,000 | -22.2% | 2,430 | 0.0% | 0.01% | -12.5% | |
| GLW | Sell | CORNING INC | $53,000 | -28.4% | 1,690 | -15.0% | 0.01% | -22.2% |
| UL | UNILEVER PLCspon adr new | $48,000 | 0.0% | 1,044 | 0.0% | 0.01% | +16.7% | |
| BOND | PIMCO ETF TRactive bd etf | $54,000 | -5.3% | 562 | 0.0% | 0.01% | 0.0% | |
| SCHK | SCHWAB STRATEGIC TR1000 index etf | $55,000 | -16.7% | 1,495 | 0.0% | 0.01% | -12.5% | |
| MCK | MCKESSON CORP | $51,000 | +8.5% | 155 | 0.0% | 0.01% | +16.7% | |
| SUSC | Sell | ISHARES TResg awre usd etf | $54,000 | -53.8% | 2,320 | -50.1% | 0.01% | -50.0% |
| TLH | ISHARES TR10-20 yr trs etf | $53,000 | -10.2% | 441 | 0.0% | 0.01% | 0.0% | |
| FTEC | FIDELITY COVINGTON TRUSTmsci info tech i | $48,000 | -21.3% | 495 | 0.0% | 0.01% | 0.0% | |
| BK | BANK NEW YORK MELLON CORP | $48,000 | -15.8% | 1,154 | 0.0% | 0.01% | 0.0% | |
| RHS | INVESCO EXCHANGE TRADED FD Ts&p500 eql stp | $54,000 | -1.8% | 325 | 0.0% | 0.01% | 0.0% | |
| BEN | FRANKLIN RESOURCES INC | $49,000 | -15.5% | 2,088 | 0.0% | 0.01% | 0.0% | |
| SHW | SHERWIN WILLIAMS CO | $49,000 | -9.3% | 217 | 0.0% | 0.01% | 0.0% | |
| ENB | ENBRIDGE INC | $52,000 | -8.8% | 1,229 | 0.0% | 0.01% | 0.0% | |
| AGGY | Sell | WISDOMTREE TRyield enhancd us | $52,000 | -46.4% | 1,163 | -42.9% | 0.01% | -41.7% |
| NOBL | PROSHARES TRs&p 500 dv arist | $51,000 | -10.5% | 603 | 0.0% | 0.01% | 0.0% | |
| TJX | TJX COS INC NEW | $51,000 | -8.9% | 917 | 0.0% | 0.01% | 0.0% | |
| LDEM | ISHARES TResg msci em ldrs | $51,000 | -12.1% | 1,081 | 0.0% | 0.01% | 0.0% | |
| MGV | VANGUARD WORLD FDmega cap val etf | $48,000 | -11.1% | 503 | 0.0% | 0.01% | 0.0% | |
| SYK | Buy | STRYKER CORPORATION | $50,000 | -26.5% | 254 | +0.4% | 0.01% | -12.5% |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $51,000 | -21.5% | 291 | 0.0% | 0.01% | -12.5% | |
| GS | Buy | GOLDMAN SACHS GROUP INC | $49,000 | -9.3% | 164 | +0.6% | 0.01% | 0.0% |
| SLV | ISHARES SILVER TRishares | $55,000 | -19.1% | 2,970 | 0.0% | 0.01% | -12.5% | |
| R | Buy | RYDER SYS INC | $54,000 | -10.0% | 760 | +0.8% | 0.01% | 0.0% |
| LAD | LITHIA MTRS INC | $53,000 | -8.6% | 193 | 0.0% | 0.01% | 0.0% | |
| IRBO | ISHARES TRrobotics artif | $45,000 | -23.7% | 1,712 | 0.0% | 0.01% | -14.3% | |
| AIN | ALBANY INTL CORPcl a | $44,000 | -6.4% | 558 | 0.0% | 0.01% | 0.0% | |
| NEA | Sell | NUVEEN AMT FREE QLTY MUN INC | $42,000 | -54.3% | 3,549 | -49.2% | 0.01% | -45.5% |
| MPW | Sell | MEDICAL PPTYS TRUST INC | $43,000 | -32.8% | 2,796 | -8.2% | 0.01% | -25.0% |
| IWR | ISHARES TRrus mid cap etf | $47,000 | -17.5% | 730 | 0.0% | 0.01% | -14.3% | |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $42,000 | +7.7% | 283 | +26.9% | 0.01% | +20.0% |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $43,000 | -10.4% | 606 | 0.0% | 0.01% | 0.0% | |
| URTH | ISHARES INCmsci world etf | $43,000 | -15.7% | 400 | 0.0% | 0.01% | 0.0% | |
| WEX | WEX INC | $42,000 | -12.5% | 268 | 0.0% | 0.01% | 0.0% | |
| FIW | FIRST TR EXCHANGE TRADED FDwtr etf | $41,000 | -12.8% | 563 | 0.0% | 0.01% | 0.0% | |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $47,000 | -19.0% | 534 | -5.3% | 0.01% | -14.3% |
| HDV | ISHARES TRcore high dv etf | $41,000 | -6.8% | 410 | 0.0% | 0.01% | +20.0% | |
| NFLX | NETFLIX INC | $45,000 | -53.6% | 258 | 0.0% | 0.01% | -50.0% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $42,000 | +5.0% | 368 | 0.0% | 0.01% | +20.0% | |
| SPTI | SPDR SER TRportfli intrmdit | $46,000 | -2.1% | 1,551 | 0.0% | 0.01% | 0.0% | |
| SPYG | SPDR SER TRprtflo s&p500 gw | $42,000 | -22.2% | 810 | 0.0% | 0.01% | -14.3% | |
| ANTM | ELEVANCE HEALTH INC | $42,000 | -2.3% | 87 | 0.0% | 0.01% | +20.0% | |
| XMLV | Sell | INVESCO EXCH TRADED FD TR IIs&p midcp low | $43,000 | -10.4% | 835 | -2.9% | 0.01% | 0.0% |
| DLN | WISDOMTREE TRus largecap divd | $41,000 | -8.9% | 688 | 0.0% | 0.01% | 0.0% | |
| New | WARNER BROS DISCOVERY INC | $43,000 | – | 3,228 | +100.0% | 0.01% | – | |
| COST | COSTCO WHSL CORP NEW | $41,000 | -16.3% | 85 | 0.0% | 0.01% | 0.0% | |
| DLR | DIGITAL RLTY TR INC | $38,000 | -9.5% | 296 | 0.0% | 0.01% | 0.0% | |
| DRI | DARDEN RESTAURANTS INC | $40,000 | -14.9% | 350 | 0.0% | 0.01% | -16.7% | |
| AEP | AMERICAN ELEC PWR CO INC | $35,000 | -5.4% | 366 | 0.0% | 0.01% | 0.0% | |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $34,000 | -22.7% | 175 | -2.2% | 0.01% | 0.0% |
| DTE | DTE ENERGY CO | $39,000 | -4.9% | 307 | 0.0% | 0.01% | 0.0% | |
| ETV | Buy | EATON VANCE TAX-MANAGED BUY- | $34,000 | +6.2% | 2,536 | +24.6% | 0.01% | +25.0% |
| VTR | VENTAS INC | $40,000 | -16.7% | 785 | 0.0% | 0.01% | -16.7% | |
| ETN | EATON CORP PLC | $35,000 | -16.7% | 278 | 0.0% | 0.01% | 0.0% | |
| CLX | CLOROX CO DEL | $36,000 | +2.9% | 252 | 0.0% | 0.01% | +25.0% | |
| SIVB | Sell | SVB FINANCIAL GROUP | $40,000 | -41.2% | 101 | -17.2% | 0.01% | -37.5% |
| XBI | Sell | SPDR SER TRs&p biotech | $34,000 | -19.0% | 458 | -3.0% | 0.01% | 0.0% |
| VT | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $36,000 | -16.3% | 423 | 0.0% | 0.01% | 0.0% | |
| GWRE | GUIDEWIRE SOFTWARE INC | $39,000 | -25.0% | 550 | 0.0% | 0.01% | -16.7% | |
| MGK | VANGUARD WORLD FDmega grwth ind | $36,000 | -23.4% | 200 | 0.0% | 0.01% | -16.7% | |
| HBAN | Buy | HUNTINGTON BANCSHARES INC | $39,000 | -17.0% | 3,273 | +0.9% | 0.01% | -16.7% |
| RPV | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 pur val | $38,000 | -2.6% | 508 | +11.2% | 0.01% | 0.0% |
| MBB | Sell | ISHARES TRmbs etf | $39,000 | -56.2% | 398 | -54.6% | 0.01% | -54.5% |
| USIG | Sell | ISHARES TRusd inv grde etf | $36,000 | -10.0% | 709 | -3.4% | 0.01% | 0.0% |
| IAT | Sell | ISHARES TRus regnl bks etf | $38,000 | -15.6% | 764 | -0.1% | 0.01% | -16.7% |
| QUAL | ISHARES TRmsci usa qlt fct | $38,000 | -17.4% | 342 | 0.0% | 0.01% | -16.7% | |
| ICSH | ISHARES TRblackrock ultra | $35,000 | 0.0% | 700 | 0.0% | 0.01% | +25.0% | |
| OLN | OLIN CORP | $35,000 | 0.0% | 1,694 | 0.0% | 0.01% | +25.0% | |
| LUV | SOUTHWEST AIRLS CO | $35,000 | -22.2% | 982 | 0.0% | 0.01% | -16.7% | |
| TRI | THOMSON REUTERS CORP. | $35,000 | -5.4% | 340 | 0.0% | 0.01% | 0.0% | |
| LMT | Sell | LOCKHEED MARTIN CORP | $36,000 | -36.8% | 83 | -36.2% | 0.01% | -28.6% |
| TGT | TARGET CORP | $40,000 | -32.2% | 280 | 0.0% | 0.01% | -28.6% | |
| TMUS | T-MOBILE US INC | $34,000 | +6.2% | 250 | 0.0% | 0.01% | +25.0% | |
| MKC | MCCORMICK & CO INC | $37,000 | -15.9% | 440 | 0.0% | 0.01% | 0.0% | |
| BSX | BOSTON SCIENTIFIC CORP | $34,000 | -15.0% | 899 | 0.0% | 0.01% | 0.0% | |
| JWN | NORDSTROM INC | $34,000 | -22.7% | 1,626 | 0.0% | 0.01% | 0.0% | |
| SUI | SUN CMNTYS INC | $40,000 | -9.1% | 250 | 0.0% | 0.01% | 0.0% | |
| SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $31,000 | -8.8% | 500 | 0.0% | 0.00% | 0.0% | |
| FIVG | ETF SER SOLUTIONSdefiance next | $32,000 | -15.8% | 1,000 | 0.0% | 0.00% | -20.0% | |
| BLK | BLACKROCK INC | $33,000 | -21.4% | 55 | 0.0% | 0.00% | -20.0% | |
| FSK | Buy | FS KKR CAP CORP | $28,000 | -15.2% | 1,458 | +1.4% | 0.00% | 0.0% |
| EFG | ISHARES TReafe grwth etf | $32,000 | -15.8% | 399 | 0.0% | 0.00% | -20.0% | |
| TXT | TEXTRON INC | $30,000 | -18.9% | 498 | 0.0% | 0.00% | -20.0% | |
| NANR | SPDR INDEX SHS FDSs&p north amer | $32,000 | -15.8% | 655 | 0.0% | 0.00% | -20.0% | |
| FCPI | FIDELITY COVINGTON TRUSTstock for infl | $29,000 | -14.7% | 1,003 | 0.0% | 0.00% | 0.0% | |
| JNK | Buy | SPDR SER TRbloomberg high y | $33,000 | +3200.0% | 364 | +2500.0% | 0.00% | – |
| HACK | ETF MANAGERS TRprime cybr scrty | $30,000 | -21.1% | 649 | 0.0% | 0.00% | -20.0% | |
| SKYY | FIRST TR EXCHANGE TRADED FD | $27,000 | -27.0% | 410 | 0.0% | 0.00% | -20.0% | |
| RYE | INVESCO EXCHANGE TRADED FD Ts&p500 eql enr | $31,000 | -8.8% | 511 | 0.0% | 0.00% | 0.0% | |
| HYXF | Sell | ISHARES TResg advncd hy bd | $27,000 | -15.6% | 618 | -6.9% | 0.00% | 0.0% |
| GCV | GABELLI CONV & INC SECS FD I | $29,000 | -12.1% | 5,334 | 0.0% | 0.00% | 0.0% | |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $33,000 | -8.3% | 459 | -2.1% | 0.00% | 0.0% |
| DVN | Buy | DEVON ENERGY CORP NEW | $30,000 | +114.3% | 540 | +125.0% | 0.00% | +100.0% |
| IQLT | ISHARES TRmsci intl qualty | $32,000 | -15.8% | 1,030 | 0.0% | 0.00% | -20.0% | |
| SCHH | SCHWAB STRATEGIC TRus reit etf | $26,000 | -16.1% | 1,256 | 0.0% | 0.00% | 0.0% | |
| AMH | AMERICAN HOMES 4 RENTcl a | $31,000 | -11.4% | 864 | 0.0% | 0.00% | 0.0% | |
| VLUE | ISHARES TRmsci usa value | $27,000 | -12.9% | 300 | 0.0% | 0.00% | 0.0% | |
| AMT | AMERICAN TOWER CORP NEW | $26,000 | +4.0% | 100 | 0.0% | 0.00% | +33.3% | |
| GSEW | Buy | GOLDMAN SACHS ETF TRequal weight us | $33,000 | +10.0% | 600 | +33.3% | 0.00% | 0.0% |
| IYH | ISHARES TRus hlthcare etf | $27,000 | -6.9% | 99 | 0.0% | 0.00% | 0.0% | |
| SCI | SERVICE CORP INTL | $32,000 | +6.7% | 460 | 0.0% | 0.00% | 0.0% | |
| ATO | ATMOS ENERGY CORP | $30,000 | 0.0% | 315 | 0.0% | 0.00% | 0.0% | |
| CMI | CUMMINS INC | $29,000 | -6.5% | 150 | 0.0% | 0.00% | 0.0% | |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $33,000 | -13.2% | 255 | 0.0% | 0.00% | -20.0% | |
| XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $29,000 | -21.6% | 400 | -5.9% | 0.00% | -20.0% |
| DRE | Buy | DUKE REALTY CORP | $32,000 | -3.0% | 574 | +0.5% | 0.00% | 0.0% |
| ALK | ALASKA AIR GROUP INC | $30,000 | -31.8% | 750 | 0.0% | 0.00% | -20.0% | |
| MAS | MASCO CORP | $28,000 | 0.0% | 548 | 0.0% | 0.00% | +33.3% | |
| RPG | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $30,000 | -18.9% | 200 | 0.0% | 0.00% | -20.0% | |
| SPHQ | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $29,000 | -17.1% | 700 | 0.0% | 0.00% | 0.0% | |
| BNS | BANK NOVA SCOTIA B C | $26,000 | -16.1% | 438 | 0.0% | 0.00% | 0.0% | |
| MLM | MARTIN MARIETTA MATLS INC | $29,000 | -21.6% | 96 | 0.0% | 0.00% | -20.0% | |
| LNT | Buy | ALLIANT ENERGY CORP | $33,000 | -5.7% | 561 | +0.7% | 0.00% | 0.0% |
| MXI | ISHARES TRglobal mater etf | $31,000 | 0.0% | 455 | 0.0% | 0.00% | 0.0% | |
| JBSS | SANFILIPPO JOHN B & SON INC | $33,000 | -13.2% | 450 | 0.0% | 0.00% | -20.0% | |
| NOC | NORTHROP GRUMMAN CORP | $31,000 | +6.9% | 65 | 0.0% | 0.00% | 0.0% | |
| SYY | SYSCO CORP | $27,000 | +3.8% | 316 | 0.0% | 0.00% | +33.3% | |
| WEC | Sell | WEC ENERGY GROUP INC | $33,000 | -32.7% | 324 | -34.1% | 0.00% | -33.3% |
| VOD | VODAFONE GROUP PLC NEWsponsored adr | $23,000 | -4.2% | 1,469 | 0.0% | 0.00% | 0.0% | |
| PAWZ | PROSHARES TRpet care etf | $19,000 | -24.0% | 369 | 0.0% | 0.00% | 0.0% | |
| SCHV | SCHWAB STRATEGIC TRus lcap va etf | $22,000 | -15.4% | 358 | 0.0% | 0.00% | 0.0% | |
| PFXF | VANECK ETF TRUSTpreferred securt | $20,000 | -13.0% | 1,111 | 0.0% | 0.00% | 0.0% | |
| EZM | WISDOMTREE TRus midcap fund | $22,000 | -15.4% | 472 | 0.0% | 0.00% | 0.0% | |
| CSV | CARRIAGE SVCS INC | $19,000 | -26.9% | 490 | 0.0% | 0.00% | 0.0% | |
| TBT | PROSHARES TR | $20,000 | +25.0% | 780 | 0.0% | 0.00% | +50.0% | |
| VST | VISTRA CORP | $24,000 | 0.0% | 1,053 | 0.0% | 0.00% | 0.0% | |
| TROW | Buy | PRICE T ROWE GROUP INC | $23,000 | -23.3% | 202 | +0.5% | 0.00% | -25.0% |
| UTHR | UNITED THERAPEUTICS CORP DEL | $25,000 | +31.6% | 105 | 0.0% | 0.00% | +50.0% | |
| IDV | ISHARES TRintl sel div etf | $19,000 | -13.6% | 682 | 0.0% | 0.00% | 0.0% | |
| PXD | Buy | PIONEER NAT RES CO | $21,000 | +10.5% | 96 | +24.7% | 0.00% | +50.0% |
| MS | Sell | MORGAN STANLEY | $21,000 | -32.3% | 279 | -21.2% | 0.00% | -25.0% |
| ISCG | ISHARES TRmrgstr sm cp gr | $19,000 | -20.8% | 550 | 0.0% | 0.00% | 0.0% | |
| ASML | Sell | ASML HOLDING N V | $19,000 | -44.1% | 39 | -23.5% | 0.00% | -25.0% |
| PSR | INVESCO ACTIVELY MANAGED ETFactive us real | $24,000 | -14.3% | 250 | 0.0% | 0.00% | 0.0% | |
| RY | ROYAL BK CDA | $19,000 | -13.6% | 200 | 0.0% | 0.00% | 0.0% | |
| DOC | PHYSICIANS RLTY TR | $20,000 | 0.0% | 1,150 | 0.0% | 0.00% | +50.0% | |
| CATC | CAMBRIDGE BANCORP | $22,000 | -4.3% | 271 | 0.0% | 0.00% | 0.0% | |
| PENN | PENN NATL GAMING INC | $21,000 | -27.6% | 681 | 0.0% | 0.00% | -25.0% | |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $24,000 | +4.3% | 689 | +18.2% | 0.00% | 0.0% |
| CMG | CHIPOTLE MEXICAN GRILL INC | $20,000 | -16.7% | 15 | 0.0% | 0.00% | 0.0% | |
| IETC | ISHARES U S ETF TRtechnology | $21,000 | -25.0% | 501 | 0.0% | 0.00% | 0.0% | |
| CWI | SPDR INDEX SHS FDSmsci acwi exus | $23,000 | -14.8% | 969 | 0.0% | 0.00% | 0.0% | |
| CSX | CSX CORP | $24,000 | -20.0% | 810 | 0.0% | 0.00% | -25.0% | |
| SLYV | Sell | SPDR SER TRs&p 600 smcp val | $20,000 | -16.7% | 273 | -5.9% | 0.00% | 0.0% |
| SPIB | SPDR SER TRportfolio intrmd | $21,000 | 0.0% | 576 | 0.0% | 0.00% | 0.0% | |
| GPC | GENUINE PARTS CO | $25,000 | +4.2% | 187 | 0.0% | 0.00% | 0.0% | |
| FCX | FREEPORT-MCMORAN INCcl b | $25,000 | -41.9% | 855 | 0.0% | 0.00% | -40.0% | |
| SPLG | SPDR SER TRportfolio s&p500 | $25,000 | -16.7% | 569 | 0.0% | 0.00% | -25.0% | |
| UFPT | UFP TECHNOLOGIES INC | $20,000 | +17.6% | 250 | 0.0% | 0.00% | +50.0% | |
| ODFL | OLD DOMINION FREIGHT LINE IN | $23,000 | -14.8% | 90 | 0.0% | 0.00% | 0.0% | |
| OXY | OCCIDENTAL PETE CORP | $23,000 | +4.5% | 396 | 0.0% | 0.00% | 0.0% | |
| IFRA | New | ISHARES TRus infrastruc | $19,000 | – | 552 | +100.0% | 0.00% | – |
| ROBT | Buy | FIRST TR EXCHANGE-TRADED FDnasdq artfcial | $24,000 | -20.0% | 635 | +0.8% | 0.00% | -25.0% |
| KOMP | SPDR SER TRs&p kensho new | $20,000 | -23.1% | 497 | 0.0% | 0.00% | 0.0% | |
| WCN | WASTE CONNECTIONS INC | $19,000 | -9.5% | 150 | 0.0% | 0.00% | 0.0% | |
| FMAT | Sell | FIDELITY COVINGTON TRUSTmsci matls index | $21,000 | -47.5% | 502 | -37.9% | 0.00% | -40.0% |
| FSTA | Buy | FIDELITY COVINGTON TRUSTconsmr staples | $20,000 | 0.0% | 470 | +5.6% | 0.00% | +50.0% |
| TSCO | TRACTOR SUPPLY CO | $19,000 | -17.4% | 100 | 0.0% | 0.00% | 0.0% | |
| KHC | KRAFT HEINZ CO | $23,000 | -4.2% | 600 | 0.0% | 0.00% | 0.0% | |
| KOF | COCA-COLA FEMSA SAB DE CVsponsord adr rep | $25,000 | 0.0% | 447 | 0.0% | 0.00% | 0.0% | |
| TPIF | New | TIMOTHY PLANintl etf | $25,000 | – | 1,100 | +100.0% | 0.00% | – |
| LEG | Buy | LEGGETT & PLATT INC | $21,000 | 0.0% | 603 | +1.2% | 0.00% | 0.0% |
| ZTS | Sell | ZOETIS INCcl a | $24,000 | -47.8% | 142 | -41.3% | 0.00% | -50.0% |
| NVAX | NOVAVAX INC | $20,000 | -31.0% | 387 | 0.0% | 0.00% | -25.0% | |
| FPI | FARMLAND PARTNERS INC | $22,000 | 0.0% | 1,600 | 0.0% | 0.00% | 0.0% | |
| LTHM | LIVENT CORP | $22,000 | -12.0% | 950 | 0.0% | 0.00% | 0.0% | |
| BME | Buy | BLACKROCK HEALTH SCIENCES TR | $19,000 | -5.0% | 444 | +1.4% | 0.00% | +50.0% |
| VO | VANGUARD INDEX FDSmid cap etf | $21,000 | -19.2% | 108 | 0.0% | 0.00% | 0.0% | |
| MFC | MANULIFE FINL CORP | $21,000 | -16.0% | 1,194 | 0.0% | 0.00% | 0.0% | |
| WSR | WHITESTONE REIT | $22,000 | -21.4% | 2,080 | 0.0% | 0.00% | 0.0% | |
| AME | AMETEK INC | $24,000 | -17.2% | 216 | 0.0% | 0.00% | -25.0% | |
| MTD | METTLER TOLEDO INTERNATIONAL | $20,000 | -13.0% | 17 | 0.0% | 0.00% | 0.0% | |
| MCO | MOODYS CORP | $19,000 | -20.8% | 70 | 0.0% | 0.00% | 0.0% | |
| UTL | UNITIL CORP | $23,000 | +21.1% | 389 | 0.0% | 0.00% | +50.0% | |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $24,000 | -60.7% | 385 | -52.1% | 0.00% | -57.1% |
| STAR | Buy | ISTAR INC | $14,000 | -26.3% | 1,041 | +31.6% | 0.00% | 0.0% |
| OCSL | OAKTREE SPECIALTY LENDING CO | $17,000 | -10.5% | 2,620 | 0.0% | 0.00% | 0.0% | |
| STX | New | SEAGATE TECHNOLOGY HLDNGS PL | $17,000 | – | 200 | +100.0% | 0.00% | – |
| DEM | WISDOMTREE TRemer mkt high fd | $15,000 | 0.0% | 350 | 0.0% | 0.00% | 0.0% | |
| UVE | UNIVERSAL INS HLDGS INC | $12,000 | 0.0% | 897 | 0.0% | 0.00% | +100.0% | |
| DBC | Sell | INVESCO DB COMMDY INDX TRCKunit | $12,000 | 0.0% | 455 | -4.2% | 0.00% | +100.0% |
| KKR | KKR & CO INC | $18,000 | -21.7% | 385 | 0.0% | 0.00% | -33.3% | |
| K | KELLOGG CO | $16,000 | +6.7% | 229 | 0.0% | 0.00% | 0.0% | |
| KEY | KEYCORP | $13,000 | -18.8% | 727 | 0.0% | 0.00% | 0.0% | |
| MU | MICRON TECHNOLOGY INC | $18,000 | -28.0% | 319 | 0.0% | 0.00% | -33.3% | |
| C | Sell | CITIGROUP INC | $14,000 | -60.0% | 306 | -53.5% | 0.00% | -50.0% |
| FDRR | FIDELITY COVINGTON TRUSTdivid etf risi | $16,000 | 0.0% | 386 | 0.0% | 0.00% | 0.0% | |
| PFLT | PENNANTPARK FLOATING RATE CA | $12,000 | -14.3% | 1,064 | 0.0% | 0.00% | 0.0% | |
| XSLV | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $17,000 | -5.6% | 376 | 0.0% | 0.00% | 0.0% | |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $13,000 | -13.3% | 200 | 0.0% | 0.00% | 0.0% | |
| TM | TOYOTA MOTOR CORPads | $18,000 | -14.3% | 115 | 0.0% | 0.00% | -33.3% | |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $12,000 | -47.8% | 196 | -45.7% | 0.00% | -33.3% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $18,000 | +125.0% | 135 | +170.0% | 0.00% | +100.0% |
| AVGO | Sell | BROADCOM INC | $12,000 | -45.5% | 25 | -28.6% | 0.00% | -33.3% |
| FEDERAL RLTY INVT TR NEWsh ben int new | $16,000 | -20.0% | 166 | 0.0% | 0.00% | 0.0% | ||
| SRC | SPIRIT RLTY CAP INC NEW | $15,000 | -16.7% | 400 | 0.0% | 0.00% | 0.0% | |
| LADR | LADDER CAP CORPcl a | $16,000 | -11.1% | 1,482 | 0.0% | 0.00% | 0.0% | |
| JCI | JOHNSON CTLS INTL PLC | $15,000 | -25.0% | 305 | 0.0% | 0.00% | 0.0% | |
| PMM | PUTNAM MANAGED MUN INCOME TR | $17,000 | -5.6% | 2,500 | 0.0% | 0.00% | 0.0% | |
| BKLN | Sell | INVESCO EXCH TRADED FD TR IIsr ln etf | $15,000 | -28.6% | 738 | -26.4% | 0.00% | -33.3% |
| ACM | AECOM | $18,000 | -18.2% | 280 | 0.0% | 0.00% | -33.3% | |
| FAST | FASTENAL CO | $17,000 | -15.0% | 336 | 0.0% | 0.00% | 0.0% | |
| CB | Sell | CHUBB LIMITED | $12,000 | -47.8% | 58 | -46.3% | 0.00% | -33.3% |
| LNC | LINCOLN NATL CORP IND | $12,000 | -25.0% | 246 | 0.0% | 0.00% | 0.0% | |
| QAI | INDEXIQ ETF TRhedge mlti etf | $18,000 | 0.0% | 618 | 0.0% | 0.00% | 0.0% | |
| FOF | COHEN & STEERS CLOSED-END OP | $13,000 | -13.3% | 1,176 | 0.0% | 0.00% | 0.0% | |
| TRGP | TARGA RES CORP | $12,000 | -20.0% | 200 | 0.0% | 0.00% | 0.0% | |
| BACPRL | BK OF AMERICA CORP7.25%cnv pfd l | $12,000 | -7.7% | 10 | 0.0% | 0.00% | 0.0% | |
| DFS | DISCOVER FINL SVCS | $17,000 | -15.0% | 183 | 0.0% | 0.00% | 0.0% | |
| VOX | VANGUARD WORLD FDS | $17,000 | +6.2% | 188 | 0.0% | 0.00% | 0.0% | |
| ADI | ANALOG DEVICES INC | $12,000 | -7.7% | 81 | 0.0% | 0.00% | 0.0% | |
| BLOK | AMPLIFY ETF TRblockchain ldr | $16,000 | -48.4% | 893 | 0.0% | 0.00% | -50.0% | |
| LUMN | LUMEN TECHNOLOGIES INC | $16,000 | 0.0% | 1,431 | 0.0% | 0.00% | 0.0% | |
| MTB | New | M & T BK CORP | $12,000 | – | 74 | +100.0% | 0.00% | – |
| MGM | MGM RESORTS INTERNATIONAL | $17,000 | -32.0% | 600 | 0.0% | 0.00% | -33.3% | |
| IHF | ISHARES TRus hlthcr pr etf | $18,000 | -10.0% | 69 | 0.0% | 0.00% | 0.0% | |
| QRVO | QORVO INC | $12,000 | -25.0% | 128 | 0.0% | 0.00% | 0.0% | |
| FANG | DIAMONDBACK ENERGY INC | $12,000 | -7.7% | 95 | 0.0% | 0.00% | 0.0% | |
| VONE | VANGUARD SCOTTSDALE FDSvng rus1000idx | $17,000 | -19.0% | 100 | 0.0% | 0.00% | -33.3% | |
| SBUX | Sell | STARBUCKS CORP | $15,000 | -25.0% | 196 | -8.8% | 0.00% | 0.0% |
| EFO | PROSHARES TRultr msci etf | $16,000 | 0.0% | 380 | 0.0% | 0.00% | 0.0% | |
| INVH | INVITATION HOMES INC | $15,000 | -11.8% | 435 | 0.0% | 0.00% | 0.0% | |
| IYT | ISHARES TRus trsprtion | $12,000 | -20.0% | 55 | 0.0% | 0.00% | 0.0% | |
| UNIT | UNITI GROUP INC | $15,000 | -31.8% | 1,629 | 0.0% | 0.00% | -33.3% | |
| ROP | ROPER TECHNOLOGIES INC | $17,000 | -15.0% | 42 | 0.0% | 0.00% | 0.0% | |
| PNC | PNC FINL SVCS GROUP INC | $12,000 | -14.3% | 75 | 0.0% | 0.00% | 0.0% | |
| SAP | SAP SEspon adr | $17,000 | 0.0% | 136 | 0.0% | 0.00% | 0.0% | |
| WRE | WASHINGTON REAL ESTATE INVTsh ben int | $18,000 | -18.2% | 867 | 0.0% | 0.00% | -33.3% | |
| HAL | Buy | HALLIBURTON CO | $18,000 | -14.3% | 575 | +4.5% | 0.00% | -33.3% |
| CWB | Buy | SPDR SER TRbbg conv sec etf | $15,000 | -11.8% | 225 | +0.4% | 0.00% | 0.0% |
| HE | HAWAIIAN ELEC INDUSTRIES | $14,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| DOV | DOVER CORP | $16,000 | -23.8% | 135 | 0.0% | 0.00% | -33.3% | |
| VTIP | VANGUARD MALVERN FDSstrm infproidx | $12,000 | 0.0% | 233 | 0.0% | 0.00% | +100.0% | |
| ACAD | ACADIA PHARMACEUTICALS INC | $13,000 | -40.9% | 925 | 0.0% | 0.00% | -33.3% | |
| WCLD | WISDOMTREE TR | $15,000 | -31.8% | 533 | 0.0% | 0.00% | -33.3% | |
| OGN | Sell | ORGANON & CO | $15,000 | -11.8% | 447 | -6.3% | 0.00% | 0.0% |
| HSY | HERSHEY CO | $15,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| REZ | ISHARES TRresidential mult | $14,000 | -12.5% | 170 | 0.0% | 0.00% | 0.0% | |
| ARCC | ARES CAPITAL CORP | $13,000 | -13.3% | 724 | 0.0% | 0.00% | 0.0% | |
| HST | HOST HOTELS & RESORTS INC | $13,000 | -23.5% | 851 | 0.0% | 0.00% | 0.0% | |
| OKE | ONEOK INC NEW | $14,000 | -22.2% | 250 | 0.0% | 0.00% | 0.0% | |
| STOR | Buy | STORE CAP CORP | $12,000 | +50.0% | 449 | +57.5% | 0.00% | +100.0% |
| ISMD | NORTHERN LTS FD TR IVinspire sml/ mid | $17,000 | -10.5% | 580 | 0.0% | 0.00% | 0.0% | |
| HSIC | HENRY SCHEIN INC | $13,000 | -13.3% | 167 | 0.0% | 0.00% | 0.0% | |
| D | DOMINION ENERGY INC | $17,000 | 0.0% | 207 | 0.0% | 0.00% | 0.0% | |
| AVB | AVALONBAY CMNTYS INC | $17,000 | -19.0% | 85 | 0.0% | 0.00% | -33.3% | |
| F | FORD MTR CO DEL | $15,000 | -31.8% | 1,305 | 0.0% | 0.00% | -33.3% | |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $18,000 | -14.3% | 60 | 0.0% | 0.00% | -33.3% | |
| COF | Sell | CAPITAL ONE FINL CORP | $12,000 | -63.6% | 116 | -53.8% | 0.00% | -50.0% |
| SCCO | Buy | SOUTHERN COPPER CORP | $12,000 | +50.0% | 250 | +150.0% | 0.00% | +100.0% |
| FE | Buy | FIRSTENERGY CORP | $17,000 | -15.0% | 434 | +0.9% | 0.00% | 0.0% |
| ARKK | New | ARK ETF TRinnovation etf | $16,000 | – | 400 | +100.0% | 0.00% | – |
| VDC | Sell | VANGUARD WORLD FDSconsum stp etf | $15,000 | -31.8% | 80 | -27.9% | 0.00% | -33.3% |
| POR | PORTLAND GEN ELEC CO | $18,000 | -10.0% | 365 | 0.0% | 0.00% | 0.0% | |
| PFFR | ETFIS SER TR Iinfracp reit pfd | $12,000 | -7.7% | 618 | 0.0% | 0.00% | 0.0% | |
| AWR | AMER STATES WTR CO | $12,000 | -7.7% | 150 | 0.0% | 0.00% | 0.0% | |
| RDVY | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $13,000 | -18.8% | 329 | 0.0% | 0.00% | 0.0% | |
| RCII | RENT A CTR INC NEW | $7,000 | -22.2% | 350 | 0.0% | 0.00% | 0.0% | |
| ARKW | ARK ETF TRnext gnrtn inter | $5,000 | -44.4% | 101 | 0.0% | 0.00% | 0.0% | |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $7,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% | |
| AFRM | Buy | AFFIRM HLDGS INC | $5,000 | -28.6% | 250 | +66.7% | 0.00% | 0.0% |
| AEM | AGNICO EAGLE MINES LTD | $4,000 | -33.3% | 97 | 0.0% | 0.00% | 0.0% | |
| ALB | ALBEMARLE CORP | $7,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| ADS | BREAD FINANCIAL HOLDINGS INC | $9,000 | 0.0% | 46 | 0.0% | 0.00% | 0.0% | |
| ACC | AMERICAN CAMPUS CMNTYS INC | $8,000 | +14.3% | 125 | 0.0% | 0.00% | 0.0% | |
| ABC | AMERISOURCEBERGEN CORP | $4,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $9,000 | -10.0% | 1,465 | 0.0% | 0.00% | 0.0% | |
| APA | APA CORPORATION | $5,000 | 0.0% | 231 | 0.0% | 0.00% | 0.0% | |
| ABR | ARBOR REALTY TRUST INC | $4,000 | -20.0% | 300 | 0.0% | 0.00% | 0.0% | |
| AHH | New | ARMADA HOFFLER PPTYS INC | $7,000 | – | 564 | +100.0% | 0.00% | – |
| AZN | ASTRAZENECA PLCsponsored adr | $4,000 | 0.0% | 61 | 0.0% | 0.00% | – | |
| CAR | AVIS BUDGET GROUP | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| BCE | BCE INC | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| BJ | BJS WHSL CLUB HLDGS INC | $7,000 | -12.5% | 114 | 0.0% | 0.00% | 0.0% | |
| BRPM | B RILEY PRINCIPAL 150 MERGER | $5,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| BKR | BAKER HUGHES COMPANYcl a | $4,000 | -20.0% | 145 | 0.0% | 0.00% | 0.0% | |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $5,000 | 0.0% | 751 | 0.0% | 0.00% | 0.0% | |
| MQY | BLACKROCK MUNIYILD QULT FD I | $5,000 | 0.0% | 374 | 0.0% | 0.00% | 0.0% | |
| BKNG | BOOKING HOLDINGS INC | $7,000 | -22.2% | 4 | 0.0% | 0.00% | 0.0% | |
| BAH | BOOZ ALLEN HAMILTON HLDG CORcl a | $5,000 | +25.0% | 51 | 0.0% | 0.00% | – | |
| BAM | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $5,000 | -28.6% | 122 | 0.0% | 0.00% | 0.0% | |
| COG | New | COTERRA ENERGY INC | $6,000 | – | 250 | +100.0% | 0.00% | – |
| ELY | CALLAWAY GOLF CO | $4,000 | -20.0% | 200 | 0.0% | 0.00% | 0.0% | |
| CCL | CARNIVAL CORP | $11,000 | -59.3% | 1,321 | 0.0% | 0.00% | -66.7% | |
| CTLT | CATALENT INC | $8,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% | |
| CVCO | CAVCO INDS INC DEL | $4,000 | -20.0% | 19 | 0.0% | 0.00% | 0.0% | |
| NET | CLOUDFLARE INC | $4,000 | -63.6% | 90 | 0.0% | 0.00% | 0.0% | |
| COKE | COCA COLA CONS INC | $11,000 | +10.0% | 20 | 0.0% | 0.00% | 0.0% | |
| CMPX | COMPASS THERAPEUTICS INC | $4,000 | +100.0% | 1,483 | 0.0% | 0.00% | – | |
| CXW | CORECIVIC INC | $8,000 | 0.0% | 700 | 0.0% | 0.00% | 0.0% | |
| CTVA | CORTEVA INC | $11,000 | 0.0% | 199 | 0.0% | 0.00% | 0.0% | |
| CPNG | COUPANG INCcl a | $9,000 | -25.0% | 675 | 0.0% | 0.00% | 0.0% | |
| DTM | DT MIDSTREAM INC | $5,000 | -16.7% | 103 | 0.0% | 0.00% | 0.0% | |
| DIN | DINE BRANDS GLOBAL INC | $6,000 | -14.3% | 90 | 0.0% | 0.00% | 0.0% | |
| EDC | DIREXION SHS ETF TRdly emg mk bl 3x | $7,000 | 0.0% | 81 | 0.0% | 0.00% | 0.0% | |
| DOCU | DOCUSIGN INC | $10,000 | -44.4% | 171 | 0.0% | 0.00% | -50.0% | |
| DORM | DORMAN PRODS INC | $4,000 | 0.0% | 41 | 0.0% | 0.00% | – | |
| DSL | DOUBLELINE INCOME SOLUTIONS | $7,000 | -12.5% | 550 | 0.0% | 0.00% | 0.0% | |
| JETS | ETF SER SOLUTIONSus glb jets | $5,000 | -28.6% | 300 | 0.0% | 0.00% | 0.0% | |
| ITEQ | ETF MANAGERS TRbluestar israel | $9,000 | -18.2% | 200 | 0.0% | 0.00% | 0.0% | |
| EXP | EAGLE MATLS INC | $4,000 | 0.0% | 35 | 0.0% | 0.00% | – | |
| EBC | EASTERN BANKSHARES INC | $10,000 | -16.7% | 538 | 0.0% | 0.00% | 0.0% | |
| EMN | EASTMAN CHEM CO | $6,000 | -25.0% | 70 | 0.0% | 0.00% | 0.0% | |
| ESI | ELEMENT SOLUTIONS INC | $5,000 | -16.7% | 276 | 0.0% | 0.00% | 0.0% | |
| ESRT | EMPIRE ST RLTY TR INCcl a | $8,000 | -27.3% | 1,095 | 0.0% | 0.00% | 0.0% | |
| ET | ENERGY TRANSFER L P | $7,000 | 0.0% | 692 | 0.0% | 0.00% | 0.0% | |
| ENTG | ENTEGRIS INC | $4,000 | -33.3% | 45 | 0.0% | 0.00% | 0.0% | |
| ETSY | ETSY INC | $4,000 | -42.9% | 55 | 0.0% | 0.00% | 0.0% | |
| EVGO | EVGO INC | $6,000 | -53.8% | 1,000 | 0.0% | 0.00% | -50.0% | |
| FNCL | FIDELITY COVINGTON TRUSTmsci finls idx | $6,000 | 0.0% | 207 | 0.0% | 0.00% | 0.0% | |
| FRGI | FIESTA RESTAURANT GROUP INC | $4,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| FITB | FIFTH THIRD BANCORP | $6,000 | -14.3% | 170 | 0.0% | 0.00% | 0.0% | |
| FBT | Sell | FIRST TR EXCHANGE-TRADED FDny arca biotech | $11,000 | -31.2% | 80 | -27.3% | 0.00% | -50.0% |
| QCLN | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $7,000 | -22.2% | 136 | 0.0% | 0.00% | 0.0% | |
| FCG | FIRST TR EXCHANGE-TRADED FDnat gas etf | $9,000 | 0.0% | 389 | 0.0% | 0.00% | 0.0% | |
| FISV | FISERV INC | $10,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| QDF | FLEXSHARES TRqualt divd idx | $10,000 | -16.7% | 202 | 0.0% | 0.00% | 0.0% | |
| FFIC | FLUSHING FINL CORP | $6,000 | -14.3% | 300 | 0.0% | 0.00% | 0.0% | |
| FBHS | FORTUNE BRANDS HOME & SEC IN | $4,000 | -20.0% | 62 | 0.0% | 0.00% | 0.0% | |
| FCPT | FOUR CORNERS PPTY TR INC | $4,000 | 0.0% | 158 | 0.0% | 0.00% | – | |
| IT | GARTNER INC | $4,000 | -20.0% | 17 | 0.0% | 0.00% | 0.0% | |
| GSK | Sell | GSK PLCsponsored adr | $8,000 | -11.1% | 178 | -15.2% | 0.00% | 0.0% |
| GMRE | GLOBAL MED REIT INC | $4,000 | -42.9% | 400 | 0.0% | 0.00% | 0.0% | |
| LIT | GLOBAL X FDSlithium btry etf | $10,000 | -9.1% | 142 | 0.0% | 0.00% | 0.0% | |
| GPK | GRAPHIC PACKAGING HLDG CO | $4,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| HBI | Buy | HANESBRANDS INC | $8,000 | -11.1% | 750 | +25.0% | 0.00% | 0.0% |
| HOG | Buy | HARLEY DAVIDSON INC | $9,000 | -18.2% | 282 | +0.4% | 0.00% | 0.0% |
| HES | HESS CORP | $9,000 | +50.0% | 86 | 0.0% | 0.00% | 0.0% | |
| HUBS | HUBSPOT INC | $6,000 | -40.0% | 21 | 0.0% | 0.00% | 0.0% | |
| HUN | New | HUNTSMAN CORP | $5,000 | – | 180 | +100.0% | 0.00% | – |
| ITT | ITT INC | $10,000 | 0.0% | 133 | 0.0% | 0.00% | 0.0% | |
| WOMN | IMPACT SHS TR Iywca womens etf | $4,000 | -20.0% | 150 | 0.0% | 0.00% | 0.0% | |
| INCY | INCYTE CORP | $5,000 | -16.7% | 70 | 0.0% | 0.00% | 0.0% | |
| IRT | INDEPENDENCE RLTY TR INC | $10,000 | -23.1% | 501 | 0.0% | 0.00% | -50.0% | |
| PHO | INVESCO EXCHANGE TRADED FD Twater res etf | $7,000 | -12.5% | 145 | 0.0% | 0.00% | 0.0% | |
| RDIV | INVESCO EXCH TRADED FD TR IIs&p ultra divide | $8,000 | -11.1% | 195 | 0.0% | 0.00% | 0.0% | |
| IONQ INC | $4,000 | -60.0% | 800 | 0.0% | 0.00% | 0.0% | ||
| EZU | Sell | ISHARES INCmsci eurzone etf | $9,000 | -52.6% | 227 | -48.6% | 0.00% | -50.0% |
| IXC | ISHARES TRglobal energ etf | $5,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| IGV | ISHARES TRexpanded tech | $4,000 | -20.0% | 14 | 0.0% | 0.00% | 0.0% | |
| IGM | ISHARES TRexpnd tec sc etf | $5,000 | -28.6% | 18 | 0.0% | 0.00% | 0.0% | |
| IBB | ISHARES TRishares biotech | $8,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% | |
| IYG | ISHARES TRu.s. fin svc etf | $8,000 | -11.1% | 52 | 0.0% | 0.00% | 0.0% | |
| IYE | Sell | ISHARES TRu.s. energy etf | $10,000 | -16.7% | 260 | -13.0% | 0.00% | 0.0% |
| WOOD | ISHARES TRgl timb fore etf | $7,000 | -22.2% | 100 | 0.0% | 0.00% | 0.0% | |
| EFV | ISHARES TReafe value etf | $10,000 | -16.7% | 234 | 0.0% | 0.00% | 0.0% | |
| DGRO | Sell | ISHARES TRcore div grwth | $7,000 | -12.5% | 145 | -4.6% | 0.00% | 0.0% |
| JAAA | JANUS DETROIT STR TRhendrson aaa cl | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| JBLU | JETBLUE AWYS CORP | $9,000 | -47.1% | 1,122 | 0.0% | 0.00% | -50.0% | |
| KNSL | KINSALE CAP GROUP INC | $6,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| LHX | L3HARRIS TECHNOLOGIES INC | $6,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| LUCID GROUP INC | $8,000 | -27.3% | 445 | 0.0% | 0.00% | 0.0% | ||
| MPLX | MPLX LP | $6,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| MSCI | MSCI INC | $8,000 | -20.0% | 20 | 0.0% | 0.00% | 0.0% | |
| 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% | |
| MPC | MARATHON PETE CORP | $4,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| MMC | MARSH & MCLENNAN COS INC | $4,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| MELI | MERCADOLIBRE INC | $4,000 | -42.9% | 6 | 0.0% | 0.00% | 0.0% | |
| MRNA | Sell | MODERNA INC | $7,000 | -22.2% | 49 | -12.5% | 0.00% | 0.0% |
| MOH | MOLINA HEALTHCARE INC | $7,000 | -22.2% | 26 | 0.0% | 0.00% | 0.0% | |
| NATI | NATIONAL INSTRS CORP | $10,000 | -23.1% | 313 | 0.0% | 0.00% | -50.0% | |
| NNN | NATIONAL RETAIL PROPERTIES I | $11,000 | 0.0% | 247 | 0.0% | 0.00% | 0.0% | |
| NSA | New | NATIONAL STORAGE AFFILIATES | $5,000 | – | 100 | +100.0% | 0.00% | – |
| NBH | NEUBERGER BERMAN MUN FD INC | $6,000 | -14.3% | 561 | 0.0% | 0.00% | 0.0% | |
| NI | NISOURCE INC | $11,000 | -8.3% | 390 | 0.0% | 0.00% | 0.0% | |
| NOK | NOKIA CORPsponsored adr | $4,000 | -20.0% | 922 | 0.0% | 0.00% | 0.0% | |
| NDSN | NORDSON CORP | $5,000 | -16.7% | 25 | 0.0% | 0.00% | 0.0% | |
| NS | NUSTAR ENERGY LP | $5,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| NVG | Sell | NUVEEN AMT FREE MUN CR INC F | $11,000 | -84.7% | 866 | -82.3% | 0.00% | -88.9% |
| NULV | NUSHARES ETF TRnuveen esg lrgvl | $4,000 | -20.0% | 133 | 0.0% | 0.00% | 0.0% | |
| PPG | PPG INDS INC | $7,000 | -12.5% | 60 | 0.0% | 0.00% | 0.0% | |
| SDHY | PGIM SHORT DUR HIG YLD OPP F | $8,000 | -11.1% | 532 | 0.0% | 0.00% | 0.0% | |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $8,000 | -20.0% | 600 | 0.0% | 0.00% | 0.0% | |
| PYPL | Sell | PAYPAL HLDGS INC | $11,000 | -60.7% | 163 | -31.5% | 0.00% | -66.7% |
| PFGC | PERFORMANCE FOOD GROUP CO | $4,000 | 0.0% | 86 | 0.0% | 0.00% | – | |
| PSX | PHILLIPS 66 | $7,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| PNFP | PINNACLE FINL PARTNERS INC | $5,000 | -16.7% | 67 | 0.0% | 0.00% | 0.0% | |
| PIPR | PIPER SANDLER COMPANIES | $4,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
| PLNT | PLANET FITNESS INCcl a | $10,000 | -23.1% | 150 | 0.0% | 0.00% | -50.0% | |
| POWI | POWER INTEGRATIONS INC | $4,000 | -20.0% | 50 | 0.0% | 0.00% | 0.0% | |
| SPXU | New | PROSHARES TRultrapro short s | $10,000 | – | 500 | +100.0% | 0.00% | – |
| Sell | PROSHARES TRbitcoin strate | $9,000 | -65.4% | 801 | -12.7% | 0.00% | -66.7% | |
| URE | PROSHARES TRult r/est new | $4,000 | -33.3% | 58 | 0.0% | 0.00% | 0.0% | |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $7,000 | 0.0% | 186 | 0.0% | 0.00% | 0.0% | |
| RPM | RPM INTL INC | $4,000 | 0.0% | 46 | 0.0% | 0.00% | – | |
| RPD | RAPID7 INC | $4,000 | -42.9% | 60 | 0.0% | 0.00% | 0.0% | |
| ROLL | RBC BEARINGS INC | $6,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| REG | REGENCY CTRS CORP | $8,000 | -20.0% | 134 | 0.0% | 0.00% | 0.0% | |
| ABB | ABB LTDsponsored adr | $6,000 | -14.3% | 206 | 0.0% | 0.00% | 0.0% | |
| RBA | RITCHIE BROS AUCTIONEERS | $4,000 | 0.0% | 60 | 0.0% | 0.00% | – | |
| Buy | RIVIAN AUTOMOTIVE INC | $7,000 | +600.0% | 269 | +1315.8% | 0.00% | – | |
| DWX | SPDR INDEX SHS FDSs&p intl etf | $8,000 | 0.0% | 227 | 0.0% | 0.00% | 0.0% | |
| SRLN | New | SSGA ACTIVE ETF TRblackstone senr | $4,000 | – | 94 | +100.0% | 0.00% | – |
| SBRA | SABRA HEALTH CARE REIT INC | $4,000 | 0.0% | 280 | 0.0% | 0.00% | – | |
| SNY | Buy | SANOFIsponsored adr | $10,000 | +66.7% | 192 | +74.5% | 0.00% | 0.0% |
| SCHW | SCHWAB CHARLES CORP | $6,000 | +100.0% | 94 | 0.0% | 0.00% | – | |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $6,000 | -82.9% | 100 | -78.7% | 0.00% | -75.0% |
| SCHA | SCHWAB STRATEGIC TRus sml cap etf | $10,000 | -16.7% | 245 | 0.0% | 0.00% | 0.0% | |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $8,000 | +300.0% | 334 | +279.5% | 0.00% | – |
| SCHF | SCHWAB STRATEGIC TRintl eqty etf | $8,000 | -11.1% | 241 | 0.0% | 0.00% | 0.0% | |
| XLC | SELECT SECTOR SPDR TR | $10,000 | -23.1% | 193 | 0.0% | 0.00% | -50.0% | |
| XLRE | SELECT SECTOR SPDR TRrl est sel sec | $6,000 | -14.3% | 150 | 0.0% | 0.00% | 0.0% | |
| SENS | SENSEONICS HLDGS INC | $6,000 | -45.5% | 5,750 | 0.0% | 0.00% | 0.0% | |
| SBNY | SIGNATURE BK NEW YORK N Y | $5,000 | -37.5% | 26 | 0.0% | 0.00% | 0.0% | |
| SLAB | SILICON LABORATORIES INC | $4,000 | -20.0% | 31 | 0.0% | 0.00% | 0.0% | |
| SNA | SNAP ON INC | $8,000 | -11.1% | 43 | 0.0% | 0.00% | 0.0% | |
| SQ | BLOCK INCcl a | $4,000 | -55.6% | 65 | 0.0% | 0.00% | 0.0% | |
| STT | STATE STR CORP | $8,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% | |
| SYF | SYNCHRONY FINANCIAL | $11,000 | -21.4% | 410 | 0.0% | 0.00% | -50.0% | |
| TNDM | TANDEM DIABETES CARE INC | $6,000 | -50.0% | 100 | 0.0% | 0.00% | 0.0% | |
| SKT | TANGER FACTORY OUTLET CTRS I | $10,000 | -16.7% | 700 | 0.0% | 0.00% | 0.0% | |
| TS | Buy | TENARIS S Asponsored ads | $9,000 | -18.2% | 360 | +1.7% | 0.00% | 0.0% |
| TDC | TERADATA CORP DEL | $4,000 | -20.0% | 102 | 0.0% | 0.00% | 0.0% | |
| TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $5,000 | 0.0% | 503 | 0.0% | 0.00% | 0.0% | |
| TAGS | New | TEUCRIUM COMMODITY TRagriculture fd | $6,000 | – | 200 | +100.0% | 0.00% | – |
| BLD | TOPBUILD CORP | $10,000 | -9.1% | 60 | 0.0% | 0.00% | 0.0% | |
| TTC | TORO CO | $4,000 | -20.0% | 54 | 0.0% | 0.00% | 0.0% | |
| TTE | TOTALENERGIES SEsponsored ads | $9,000 | 0.0% | 170 | 0.0% | 0.00% | 0.0% | |
| UNM | UNUM GROUP | $8,000 | +14.3% | 226 | 0.0% | 0.00% | 0.0% | |
| UBA | URSTADT BIDDLE PPTYS INCcl a | $5,000 | -16.7% | 318 | 0.0% | 0.00% | 0.0% | |
| GRNB | VANECK ETF TRUSTgreen bond etf | $6,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
| MOAT | VANECK ETF TRUSTmrngstr wde moat | $8,000 | -11.1% | 122 | 0.0% | 0.00% | 0.0% | |
| VFH | Buy | VANGUARD WORLD FDSfinancials etf | $6,000 | -25.0% | 81 | +1.2% | 0.00% | 0.0% |
| VIS | Buy | VANGUARD WORLD FDSindustrial etf | $10,000 | 0.0% | 64 | +30.6% | 0.00% | 0.0% |
| VAW | Buy | VANGUARD WORLD FDSmaterials etf | $11,000 | +120.0% | 67 | +139.3% | 0.00% | 0.0% |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $4,000 | – | 49 | +100.0% | 0.00% | – |
| VERU | VERU INC | $6,000 | +200.0% | 500 | 0.0% | 0.00% | – | |
| VTRS | Sell | VIATRIS INC | $6,000 | -14.3% | 571 | -10.1% | 0.00% | 0.0% |
| VMW | VMWARE INC | $6,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
| VOYA | VOYA FINANCIAL INC | $5,000 | -16.7% | 88 | 0.0% | 0.00% | 0.0% | |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $7,000 | -12.5% | 182 | +1.1% | 0.00% | 0.0% |
| WM | WASTE MGMT INC DEL | $11,000 | -8.3% | 74 | 0.0% | 0.00% | 0.0% | |
| WFC | WELLS FARGO CO NEW | $11,000 | 0.0% | 238 | 0.0% | 0.00% | 0.0% | |
| WEN | WENDYS CO | $4,000 | -20.0% | 236 | 0.0% | 0.00% | 0.0% | |
| WAL | WESTERN ALLIANCE BANCORP | $5,000 | -16.7% | 77 | 0.0% | 0.00% | 0.0% | |
| GDO | WESTERN ASSET GLOBAL CORP DE | $9,000 | -10.0% | 694 | 0.0% | 0.00% | 0.0% | |
| WHR | WHIRLPOOL CORP | $5,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
| DWM | WISDOMTREE TRintl equity fd | $5,000 | -16.7% | 117 | 0.0% | 0.00% | 0.0% | |
| DXJ | WISDOMTREE TRjapn hedge eqt | $10,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| XSOE | Sell | WISDOMTREE TRem ex st-owned | $6,000 | -70.0% | 201 | -66.6% | 0.00% | -50.0% |
| WYNN | WYNN RESORTS LTD | $6,000 | -33.3% | 109 | 0.0% | 0.00% | 0.0% | |
| ZEN | ZENDESK INC | $4,000 | -33.3% | 50 | 0.0% | 0.00% | 0.0% | |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $5,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% | |
| ALLE | ALLEGION PLC | $5,000 | -16.7% | 55 | 0.0% | 0.00% | 0.0% | |
| AMCR | AMCOR PLCord | $4,000 | 0.0% | 329 | 0.0% | 0.00% | – | |
| BAP | CREDICORP LTD | $5,000 | -28.6% | 43 | 0.0% | 0.00% | 0.0% | |
| HZNP | HORIZON THERAPEUTICS PUB L | $5,000 | -28.6% | 66 | 0.0% | 0.00% | 0.0% | |
| LIN | LINDE PLC | $4,000 | -20.0% | 15 | 0.0% | 0.00% | 0.0% | |
| APTV | APTIV PLC | $5,000 | -16.7% | 51 | 0.0% | 0.00% | 0.0% | |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $7,000 | -50.0% | 620 | 0.0% | 0.00% | -50.0% | |
| STE | STERIS PLC | $4,000 | -20.0% | 20 | 0.0% | 0.00% | 0.0% | |
| PRGO | Buy | PERRIGO CO PLC | $4,000 | 0.0% | 102 | +1.0% | 0.00% | – |
| ALC | ALCON AG | $11,000 | -15.4% | 158 | 0.0% | 0.00% | -50.0% | |
| CNHI | Buy | CNH INDL N V | $5,000 | -16.7% | 408 | +2.0% | 0.00% | 0.0% |
| TTWO | New | TAKE-TWO INTERACTIVE SOFTWAR | $0 | – | 1 | +100.0% | 0.00% | – |
| SCHC | New | SCHWAB STRATEGIC TRintl sceqt etf | $2,000 | – | 72 | +100.0% | 0.00% | – |
| SA | SEABRIDGE GOLD INC | $2,000 | -33.3% | 160 | 0.0% | 0.00% | – | |
| PSTG | PURE STORAGE INCcl a | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| New | POLARITYTE INC | $0 | – | 1 | +100.0% | 0.00% | – | |
| PLUG | PLUG POWER INC | $0 | – | 132 | 0.0% | 0.00% | – | |
| PINS | PINTEREST INCcl a | $0 | – | 3 | 0.0% | 0.00% | – | |
| PH | PARKER-HANNIFIN CORP | $2,000 | -33.3% | 9 | 0.0% | 0.00% | – | |
| PAAS | PAN AMERN SILVER CORP | $1,000 | -50.0% | 55 | 0.0% | 0.00% | – | |
| PLTR | PALANTIR TECHNOLOGIES INCcl a | $0 | – | 15 | 0.0% | 0.00% | – | |
| SRVR | Sell | PACER FDS TRbnchmrk infra | $2,000 | 0.0% | 46 | -9.8% | 0.00% | – |
| ASIX | Exit | ADVANSIX INC | $0 | – | -4 | -100.0% | 0.00% | – |
| OVV | New | OVINTIV INC | $0 | – | 95 | +100.0% | 0.00% | – |
| Sell | ORION OFFICE REIT INC | $0 | -100.0% | 5 | -95.1% | 0.00% | – | |
| SVC | Buy | SERVICE PPTYS TR | $2,000 | -33.3% | 390 | +0.3% | 0.00% | – |
| OPEN | OPENDOOR TECHNOLOGIES INC | $0 | – | 15 | 0.0% | 0.00% | – | |
| Exit | QUOIN PHARMACEUTICALS LTDspon ads new 21 | $0 | – | -25 | -100.0% | 0.00% | – | |
| OMC | OMNICOM GROUP INC | $0 | – | 72 | 0.0% | 0.00% | – | |
| SOFI | SOFI TECHNOLOGIES INC | $0 | – | 20 | 0.0% | 0.00% | – | |
| SONY | SONY GROUP CORPORATIONsponsored adr | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| ONB | OLD NATL BANCORP IND | $0 | – | 6 | 0.0% | 0.00% | – | |
| OKTA | OKTA INCcl a | $0 | – | 2 | 0.0% | 0.00% | – | |
| OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| NVO | NOVO-NORDISK A Sadr | $3,000 | 0.0% | 70 | 0.0% | 0.00% | – | |
| NLOK | New | NORTONLIFELOCK INC | $0 | – | 5 | +100.0% | 0.00% | – |
| STAG | STAG INDL INC | $0 | – | 11 | 0.0% | 0.00% | – | |
| NWSA | NEWS CORP NEWcl a | $1,000 | 0.0% | 110 | 0.0% | 0.00% | – | |
| SCHP | Exit | SCHWAB STRATEGIC TRus tips etf | $0 | – | -34 | -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% | – | |
| RUN | SUNRUN INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| SWCH | SWITCH INCcl a | $0 | – | 10 | 0.0% | 0.00% | – | |
| PTE | Exit | POLARITYTE INC | $0 | – | -20 | -100.0% | 0.00% | – |
| NCR | NCR CORP NEW | $3,000 | -25.0% | 102 | 0.0% | 0.00% | – | |
| TFSL | TFS FINL CORP | $3,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| MSI | MOTOROLA SOLUTIONS INC | $0 | – | 32 | 0.0% | 0.00% | – | |
| MANDIANT INC | $0 | – | 6 | 0.0% | 0.00% | – | ||
| VRT | Exit | VERTIV HOLDINGS CO | $0 | – | -148 | -100.0% | 0.00% | – |
| M | MACYS INC | $3,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| LYV | LIVE NATION ENTERTAINMENT IN | $2,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| TDOC | New | TELADOC HEALTH INC | $2,000 | – | 50 | +100.0% | 0.00% | – |
| TELL | New | TELLURIAN INC NEW | $3,000 | – | 1,000 | +100.0% | 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% | – | |
| GTX | Exit | GARRETT MOTION INC | $0 | – | -10 | -100.0% | 0.00% | – |
| TNC | New | TENNANT CO | $0 | – | 0 | +100.0% | 0.00% | – |
| LAC | LITHIUM AMERS CORP NEW | $1,000 | -50.0% | 50 | 0.0% | 0.00% | – | |
| TTEK | New | TETRA TECH INC NEW | $1,000 | – | 5 | +100.0% | 0.00% | – |
| LTRPA | LIBERTY TRIPADVISOR HLDGS IN | $2,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| LBRDK | LIBERTY BROADBAND CORP | $3,000 | -25.0% | 30 | 0.0% | 0.00% | – | |
| TTD | THE TRADE DESK INC | $0 | -100.0% | 10 | 0.0% | 0.00% | – | |
| LMND | LEMONADE INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| LDOS | LEIDOS HOLDINGS INC | $2,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
| DDD | Sell | 3-D SYS CORP DEL | $0 | -100.0% | 50 | -83.3% | 0.00% | -100.0% |
| KYMR | KYMERA THERAPEUTICS INC | $3,000 | -50.0% | 150 | 0.0% | 0.00% | -100.0% | |
| TLRY | TILRAY BRANDS INC | $2,000 | -60.0% | 623 | 0.0% | 0.00% | -100.0% | |
| KYNDRYL HLDGS INC | $0 | -100.0% | 46 | 0.0% | 0.00% | – | ||
| MCHP | Exit | MICROCHIP TECHNOLOGY INC. | $0 | – | -29 | -100.0% | 0.00% | – |
| KLIC | Exit | KULICKE & SOFFA INDS INC | $0 | – | -35 | -100.0% | 0.00% | – |
| DNUT | KRISPY KREME INC | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| KTB | KONTOOR BRANDS INC | $0 | – | 5 | 0.0% | 0.00% | – | |
| KSS | KOHLS CORP | $1,000 | -50.0% | 25 | 0.0% | 0.00% | – | |
| KGC | KINROSS GOLD CORP | $3,000 | -40.0% | 921 | 0.0% | 0.00% | -100.0% | |
| TNL | TRAVEL PLUS LEISURE CO | $3,000 | -40.0% | 89 | 0.0% | 0.00% | -100.0% | |
| KIM | Buy | KIMCO RLTY CORP | $2,000 | 0.0% | 99 | +1.0% | 0.00% | – |
| JHME | Buy | JOHN HANCOCK EXCHANGE TRADEDmltfactor enrg | $1,000 | – | 35 | +600.0% | 0.00% | – |
| TRVG | TRIVAGO N V | $0 | – | 100 | 0.0% | 0.00% | – | |
| TECB | ISHARES TRus tech brkthr | $2,000 | -33.3% | 70 | 0.0% | 0.00% | – | |
| TTOO | T2 BIOSYSTEMS INC | $0 | -100.0% | 3,000 | 0.0% | 0.00% | – | |
| REM | ISHARES TRmortge rel etf | $0 | – | 14 | 0.0% | 0.00% | – | |
| IDEV | ISHARES TRcore msci intl | $1,000 | 0.0% | 12 | 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% | – | |
| IPAC | ISHARES TRcore msci pac | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
| GSG | ISHARES S&P GSCI COMMODITY-unit ben int | $0 | – | 340 | 0.0% | 0.00% | – | |
| UBSI | UNITED BANKSHARES INC WEST V | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| IAK | ISHARES TRu.s. insrnce etf | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
| IGF | ISHARES TRglb infrastr etf | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
| AGZ | ISHARES TRagency bond etf | $3,000 | 0.0% | 27 | 0.0% | 0.00% | – | |
| IEF | ISHARES TR7-10 yr trsy bd | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| ILCG | ISHARES TRmorningstar grwt | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
| OEF | ISHARES TRs&p 100 etf | $0 | – | 98 | 0.0% | 0.00% | – | |
| PSTH | Exit | PERSHING SQUARE TONTINE HLDG | $0 | – | -180 | -100.0% | 0.00% | – |
| CHGG | Exit | CHEGG INC | $0 | – | -32 | -100.0% | 0.00% | – |
| VALE | VALE S Asponsored ads | $0 | – | 128 | 0.0% | 0.00% | – | |
| GDX | VANECK ETF TRUSTgold miners etf | $1,000 | -50.0% | 50 | 0.0% | 0.00% | – | |
| REZI | Exit | RESIDEO TECHNOLOGIES INC | $0 | – | -16 | -100.0% | 0.00% | – |
| EEMS | ISHARES INCem mkt sm-cp etf | $2,000 | -33.3% | 44 | 0.0% | 0.00% | – | |
| BUZZ | VANECK ETF TRUSTsocial sentiment | $1,000 | -50.0% | 100 | 0.0% | 0.00% | – | |
| PHB | INVESCO EXCH TRADED FD TR IIfndmntl hy crp | $3,000 | +50.0% | 150 | 0.0% | 0.00% | – | |
| INO | INOVIO PHARMACEUTICALS INC | $1,000 | -50.0% | 625 | 0.0% | 0.00% | – | |
| ILMN | ILLUMINA INC | $1,000 | -50.0% | 5 | 0.0% | 0.00% | – | |
| IDEX | IDEANOMICS INC | $0 | – | 6 | 0.0% | 0.00% | – | |
| HII | HUNTINGTON INGALLS INDS INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| HWM | HOWMET AEROSPACE INC | $3,000 | -25.0% | 100 | 0.0% | 0.00% | – | |
| HUSA | HOUSTON AMERN ENERGY CORP | $0 | – | 100 | 0.0% | 0.00% | – | |
| HRL | HORMEL FOODS CORP | $0 | – | 5 | 0.0% | 0.00% | – | |
| HPE | HEWLETT PACKARD ENTERPRISE C | $2,000 | 0.0% | 137 | 0.0% | 0.00% | – | |
| GRWG | GROWGENERATION CORP | $0 | – | 24 | 0.0% | 0.00% | – | |
| AJX | GREAT AJAX CORP | $3,000 | -25.0% | 344 | 0.0% | 0.00% | – | |
| EAF | GRAFTECH INTL LTD | $1,000 | 0.0% | 114 | 0.0% | 0.00% | – | |
| GSV | GOLD STD VENTURES CORP | $1,000 | 0.0% | 3,000 | 0.0% | 0.00% | – | |
| GL | GLOBE LIFE INC | $2,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| VWOB | VANGUARD WHITEHALL FDSem mk gov bd etf | $0 | – | 1 | 0.0% | 0.00% | – | |
| GMED | GLOBUS MED INCcl a | $3,000 | -25.0% | 49 | 0.0% | 0.00% | – | |
| PAVE | Sell | GLOBAL X FDSus infr dev etf | $1,000 | -50.0% | 65 | -11.0% | 0.00% | – |
| GBCI | GLACIER BANCORP INC NEW | $3,000 | 0.0% | 55 | 0.0% | 0.00% | – | |
| GME | New | GAMESTOP CORP NEWcl a | $0 | – | 0 | +100.0% | 0.00% | – |
| FLGT | Sell | FULGENT GENETICS INC | $0 | -100.0% | 7 | -87.5% | 0.00% | – |
| FNV | FRANCO NEV CORP | $3,000 | -25.0% | 24 | 0.0% | 0.00% | – | |
| NFRA | FLEXSHARES TRstoxx globr inf | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
| FIVE | FIVE BELOW INC | $3,000 | -40.0% | 29 | 0.0% | 0.00% | -100.0% | |
| FTXN | New | FIRST TR EXCHANGE-TRADED FDnasdq oil gas | $1,000 | – | 50 | +100.0% | 0.00% | – |
| FRC | FIRST REP BK SAN FRANCISCO C | $3,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| AG | FIRST MAJESTIC SILVER CORP | $2,000 | -50.0% | 332 | 0.0% | 0.00% | – | |
| FMC | FMC CORP | $3,000 | -25.0% | 30 | 0.0% | 0.00% | – | |
| NWS | Exit | NEWS CORP NEWcl b | $0 | – | -352 | -100.0% | 0.00% | – |
| EXPO | EXPONENT INC | $3,000 | -25.0% | 36 | 0.0% | 0.00% | – | |
| EXAS | EXACT SCIENCES CORP | $0 | – | 2 | 0.0% | 0.00% | – | |
| ERIC | ERICSSONadr b sek 10 | $1,000 | -50.0% | 200 | 0.0% | 0.00% | – | |
| EQX | EQUINOX GOLD CORP | $1,000 | -50.0% | 300 | 0.0% | 0.00% | – | |
| ENOVIX CORPORATION | $1,000 | 0.0% | 63 | 0.0% | 0.00% | – | ||
| ENR | ENERGIZER HLDGS INC NEW | $2,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
| New | EMBECTA CORP | $2,000 | – | 74 | +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% | – | |
| EDIT | EDITAS MEDICINE INC | $2,000 | -33.3% | 150 | 0.0% | 0.00% | – | |
| EVF | EATON VANCE SR INCOME TRsh ben int | $3,000 | -25.0% | 595 | 0.0% | 0.00% | – | |
| EWBC | EAST WEST BANCORP INC | $3,000 | -25.0% | 53 | 0.0% | 0.00% | – | |
| MJ | ETF MANAGERS TRetfmg altr hrvst | $2,000 | -50.0% | 395 | 0.0% | 0.00% | – | |
| New | DRAFTKINGS INC NEW | $2,000 | – | 147 | +100.0% | 0.00% | – | |
| DPZ | DOMINOS PIZZA INC | $2,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
| New | DIREXION SHS ETF TRbreakfast cmdty | $1,000 | – | 42 | +100.0% | 0.00% | – | |
| DAL | DELTA AIR LINES INC DEL | $0 | – | 3 | 0.0% | 0.00% | – | |
| DDOG | DATADOG INC | $0 | -100.0% | 4 | 0.0% | 0.00% | – | |
| CRWD | CROWDSTRIKE HLDGS INCcl a | $0 | – | 2 | 0.0% | 0.00% | – | |
| CVET | COVETRUS INC | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – | |
| STZ | CONSTELLATION BRANDS INCcl a | $3,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| CMP | COMPASS MINERALS INTL INC | $3,000 | -40.0% | 86 | 0.0% | 0.00% | -100.0% | |
| CMA | COMERICA INC | $0 | – | 80 | 0.0% | 0.00% | – | |
| VIAC | PARAMOUNT GLOBAL | $0 | -100.0% | 16 | 0.0% | 0.00% | – | |
| TA | Exit | TRAVELCENTERS OF AMERICA INC | $0 | – | -500 | -100.0% | 0.00% | – |
| COIN | Sell | COINBASE GLOBAL INC | $3,000 | -83.3% | 62 | -34.0% | 0.00% | -100.0% |
| CGNX | COGNEX CORP | $3,000 | -40.0% | 65 | 0.0% | 0.00% | -100.0% | |
| CHWY | CHEWY INCcl a | $2,000 | -33.3% | 64 | 0.0% | 0.00% | – | |
| BILI | Exit | BILIBILI INCspons ads rep z | $0 | – | -24 | -100.0% | 0.00% | – |
| CRNC | CERENCE INC | $0 | – | 12 | 0.0% | 0.00% | – | |
| VYGR | VOYAGER THERAPEUTICS INC | $0 | -100.0% | 70 | 0.0% | 0.00% | – | |
| CVE | CENOVUS ENERGY INC | $1,000 | 0.0% | 95 | 0.0% | 0.00% | – | |
| CAH | CARDINAL HEALTH INC | $2,000 | 0.0% | 45 | 0.0% | 0.00% | – | |
| WAB | WABTEC | $2,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
| CGC | CANOPY GROWTH CORP | $0 | – | 2 | 0.0% | 0.00% | – | |
| CCJ | CAMECO CORP | $1,000 | -50.0% | 52 | 0.0% | 0.00% | – | |
| CHRW | C H ROBINSON WORLDWIDE INC | $0 | – | 120 | 0.0% | 0.00% | – | |
| BURL | BURLINGTON STORES INC | $2,000 | -33.3% | 14 | 0.0% | 0.00% | – | |
| BRMK | BROADMARK RLTY CAP INC | $3,000 | -25.0% | 467 | 0.0% | 0.00% | – | |
| BR | BROADRIDGE FINL SOLUTIONS IN | $2,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| BHF | BRIGHTHOUSE FINL INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| GER | Exit | GOLDMAN SACHS MLP ENERGY REN | $0 | – | -133 | -100.0% | 0.00% | – |
| ZNGA | Exit | ZYNGA INCcl a | $0 | – | -30 | -100.0% | 0.00% | – |
| WRK | WESTROCK CO | $0 | – | 12 | 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% | – | |
| WMB | WILLIAMS COS INC | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| BNGO | BIONANO GENOMICS INC | $0 | – | 130 | 0.0% | 0.00% | – | |
| BIIB | BIOGEN INC | $3,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $2,000 | 0.0% | 31 | 0.0% | 0.00% | – | |
| BIO | BIO RAD LABS INCcl a | $3,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| DRW | WISDOMTREE TRnew econ real es | $0 | – | 1,763 | 0.0% | 0.00% | – | |
| BHP | BHP GROUP LTDsponsored ads | $3,000 | 0.0% | 55 | 0.0% | 0.00% | – | |
| BBY | BEST BUY INC | $3,000 | -25.0% | 41 | 0.0% | 0.00% | – | |
| EES | WISDOMTREE TRus smallcap fund | $2,000 | 0.0% | 42 | 0.0% | 0.00% | – | |
| B | BARNES GROUP INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| SAN | BANCO SANTANDER S.A.adr | $0 | – | 97 | 0.0% | 0.00% | – | |
| BLDP | BALLARD PWR SYS INC NEW | $1,000 | 0.0% | 535 | 0.0% | 0.00% | – | |
| AVTR | AVANTOR INC | $3,000 | 0.0% | 97 | 0.0% | 0.00% | – | |
| ALV | AUTOLIV INC | $0 | – | 44 | 0.0% | 0.00% | – | |
| ADSK | AUTODESK INC | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| ARLO | ARLO TECHNOLOGIES INC | $0 | – | 30 | 0.0% | 0.00% | – | |
| WOLFSPEED INC | $1,000 | -50.0% | 20 | 0.0% | 0.00% | – | ||
| WKHS | WORKHORSE GROUP INC | $0 | – | 6 | 0.0% | 0.00% | – | |
| WWE | WORLD WRESTLING ENTMT INCcl a | $0 | – | 100 | 0.0% | 0.00% | – | |
| WST | Exit | WEST PHARMACEUTICAL SVSC INC | $0 | – | -4 | -100.0% | 0.00% | – |
| ATR | APTARGROUP INC | $3,000 | -25.0% | 30 | 0.0% | 0.00% | – | |
| APPN | APPIAN CORPcl a | $0 | – | 3 | 0.0% | 0.00% | – | |
| XRX | XEROX HOLDINGS CORP | $0 | – | 248 | 0.0% | 0.00% | – | |
| YETI | YETI HLDGS INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| ANSS | ANSYS INC | $0 | -100.0% | 2 | 0.0% | 0.00% | – | |
| AMRX | AMNEAL PHARMACEUTICALS INC | $0 | – | 25 | 0.0% | 0.00% | – | |
| ZIMVIE INC | $0 | – | 3 | 0.0% | 0.00% | – | ||
| ZBRA | Sell | ZEBRA TECHNOLOGIES CORPORATIcl a | $3,000 | -88.5% | 11 | -82.3% | 0.00% | -100.0% |
| ZG | Sell | ZILLOW GROUP INCcl a | $1,000 | -91.7% | 20 | -91.9% | 0.00% | -100.0% |
| GPN | Exit | GLOBAL PMTS INC | $0 | – | -17 | -100.0% | 0.00% | – |
| ZIOP | ALAUNOS THERAPEUTICS INC | $3,000 | +50.0% | 2,500 | 0.0% | 0.00% | – | |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| ZS | ZSCALER INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| ZM | Sell | ZOOM VIDEO COMMUNICATIONS INcl a | $2,000 | -50.0% | 21 | -46.2% | 0.00% | – |
| ADNT | ADIENT PLC | $0 | – | 5 | 0.0% | 0.00% | – | |
| MOS | Exit | MOSAIC CO NEW | $0 | – | -21 | -100.0% | 0.00% | – |
| HRTX | Exit | HERON THERAPEUTICS INC | $0 | – | -275 | -100.0% | 0.00% | – |
| AON | AON PLC | $2,000 | -33.3% | 8 | 0.0% | 0.00% | – | |
| TEAM | ATLASSIAN CORP PLCcl a | $0 | -100.0% | 2 | 0.0% | 0.00% | – | |
| AAL | AMERICAN AIRLS GROUP INC | $1,000 | -50.0% | 112 | 0.0% | 0.00% | – | |
| MDRX | ALLSCRIPTS HEALTHCARE SOLUTN | $0 | – | 112 | 0.0% | 0.00% | – | |
| SHOP | Exit | SHOPIFY INCcl a | $0 | – | -1 | -100.0% | 0.00% | – |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| Y | ALLEGHANY CORP MD | $3,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
| ARKX | Exit | ARK ETF TRark space expl | $0 | – | -50 | -100.0% | 0.00% | – |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $3,000 | -25.0% | 20 | 0.0% | 0.00% | – | |
| XRAY | Exit | DENTSPLY SIRONA INC | $0 | – | -310 | -100.0% | 0.00% | – |
| NVT | NVENT ELECTRIC PLC | $0 | – | 2 | 0.0% | 0.00% | – | |
| PAX | PATRIA INVESTMENTS LIMITED | $1,000 | -50.0% | 90 | 0.0% | 0.00% | – | |
| ADTHEORENT HOLDING COMPANY | $3,000 | -70.0% | 1,000 | 0.0% | 0.00% | -100.0% | ||
| PNR | PENTAIR PLC | $2,000 | 0.0% | 43 | 0.0% | 0.00% | – | |
| IPOD | SOCIAL CAPITAL HEDOSOPHA HLD | $0 | – | 25 | 0.0% | 0.00% | – | |
| IPOF | SOCIAL CAPITAL HEDOSOPHA HLD | $0 | – | 25 | 0.0% | 0.00% | – | |
| ACB | Exit | AURORA CANNABIS INC | $0 | – | -5 | -100.0% | 0.00% | – |
| AOD | ABERDEEN TOTAL DYNAMIC DIVD | $2,000 | -33.3% | 300 | 0.0% | 0.00% | – | |
| WW | Exit | WW INTL INC | $0 | – | -25 | -100.0% | 0.00% | – |
| EXPE | Exit | EXPEDIA GROUP INC | $0 | – | -10 | -100.0% | 0.00% | – |
| LIFE | ATYR PHARMA INC | $0 | -100.0% | 150 | 0.0% | 0.00% | – | |
| CRSP | CRISPR THERAPEUTICS AGnamen akt | $0 | – | 2 | 0.0% | 0.00% | – | |
| ASGN | ASGN INC | $2,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | – | 3 | 0.0% | 0.00% | – | |
| FVRR | FIVERR INTL LTD | $0 | – | 2 | 0.0% | 0.00% | – | |
| AMC | AMC ENTMT HLDGS INC | $2,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| ESTC | ELASTIC N V | $0 | – | 3 | 0.0% | 0.00% | – | |
| CVAC | CUREVAC N V | $0 | – | 1 | 0.0% | 0.00% | – | |
| NXPI | NXP SEMICONDUCTORS N V | $3,000 | -25.0% | 20 | 0.0% | 0.00% | – | |
| RCL | ROYAL CARIBBEAN GROUP | $1,000 | -66.7% | 40 | 0.0% | 0.00% | – | |
| LPG | New | DORIAN LPG LTD | $2,000 | – | 100 | +100.0% | 0.00% | – |
| BIG | Exit | BIG LOTS INC | $0 | – | -20 | -100.0% | 0.00% | – |
| CG | Exit | CARLYLE GROUP INC | $0 | – | -75 | -100.0% | 0.00% | – |
| HTA | Exit | HEALTHCARE TR AMER INCcl a new | $0 | – | -120 | -100.0% | 0.00% | – |
| MNMD | Exit | MIND MEDICINE MINDMED INC | $0 | – | -405 | -100.0% | 0.00% | – |
| ICLK | Exit | ICLICK INTERACTIVE ASIA GROUsponsored adr | $0 | – | -49 | -100.0% | 0.00% | – |
| LAMR | Exit | LAMAR ADVERTISING CO NEWcl a | $0 | – | -12 | -100.0% | 0.00% | – |
| SSYS | Exit | STRATASYS LTD | $0 | – | -170 | -100.0% | 0.00% | – |
| PBW | Exit | INVESCO EXCHANGE TRADED FD Twilderhil clan | $0 | – | -8 | -100.0% | 0.00% | – |
| FLO | Exit | FLOWERS FOODS INC | $0 | – | -103 | -100.0% | 0.00% | – |
| SI | Exit | SILVERGATE CAP CORPcl a | $0 | – | -60 | -100.0% | 0.00% | – |
| NEP | Exit | NEXTERA ENERGY PARTNERS LP | $0 | – | -48 | -100.0% | 0.00% | – |
| BGS | Exit | B & G FOODS INC NEW | $0 | – | -105 | -100.0% | 0.00% | – |
| ROKU | ROKU INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| RBLX | Sell | ROBLOX CORPcl a | $1,000 | -66.7% | 35 | -41.7% | 0.00% | – |
| PSK | Exit | SPDR SER TRice pfd sec etf | $0 | – | -70 | -100.0% | 0.00% | – |
| ROBINHOOD MKTS INC | $2,000 | -33.3% | 214 | 0.0% | 0.00% | – | ||
| RHI | ROBERT HALF INTL INC | $2,000 | -33.3% | 26 | 0.0% | 0.00% | – | |
| RBBN | RIBBON COMMUNICATIONS INC | $2,000 | 0.0% | 500 | 0.0% | 0.00% | – | |
| AVNS | Exit | AVANOS MED INC | $0 | – | -22 | -100.0% | 0.00% | – |
| REPL | REPLIMUNE GROUP INC | $3,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| IPO | RENAISSANCE CAP GREENWICH FDipo etf | $2,000 | -33.3% | 61 | 0.0% | 0.00% | – | |
| CWH | Exit | CAMPING WORLD HLDGS INCcl a | $0 | – | -113 | -100.0% | 0.00% | – |
| QS | QUANTUMSCAPE CORP | $2,000 | -60.0% | 260 | 0.0% | 0.00% | -100.0% | |
| KWR | QUAKER HOUGHTON | $3,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
| SFM | Exit | SPROUTS FMRS MKT INC | $0 | – | -74 | -100.0% | 0.00% | – |
| SCHZ | SCHWAB STRATEGIC TRus aggregate b | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| PPT | Buy | PUTNAM PREMIER INCOME TRsh ben int | $1,000 | 0.0% | 181 | +2.3% | 0.00% | – |
| EVN | Exit | EATON VANCE MUNI INCOME TRUSsh ben int | $0 | – | -779 | -100.0% | -0.00% | – |
| ABNB | Exit | AIRBNB INC | $0 | – | -46 | -100.0% | -0.00% | – |
| IAI | Exit | ISHARES TRus br del se etf | $0 | – | -89 | -100.0% | -0.00% | – |
| SMG | Exit | SCOTTS MIRACLE-GRO COcl a | $0 | – | -100 | -100.0% | -0.00% | – |
| TSN | Exit | TYSON FOODS INCcl a | $0 | – | -100 | -100.0% | -0.00% | – |
| AA | Exit | ALCOA CORP | $0 | – | -85 | -100.0% | -0.00% | – |
| SEDG | Exit | SOLAREDGE TECHNOLOGIES INC | $0 | – | -37 | -100.0% | -0.00% | – |
| SSSS | Exit | SURO CAPITAL CORP | $0 | – | -1,100 | -100.0% | -0.00% | – |
| FREL | Exit | FIDELITY COVINGTON TRUSTmsci rl est etf | $0 | – | -294 | -100.0% | -0.00% | – |
| GRMN | Exit | GARMIN LTD | $0 | – | -67 | -100.0% | -0.00% | – |
| NDAQ | Exit | NASDAQ INC | $0 | – | -43 | -100.0% | -0.00% | – |
| BEPC | Exit | BROOKFIELD RENEWABLE CORPcl a sub vtg | $0 | – | -117 | -100.0% | -0.00% | – |
| VSTO | Exit | VISTA OUTDOOR INC | $0 | – | -130 | -100.0% | -0.00% | – |
| PRF | Exit | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $0 | – | -60 | -100.0% | -0.00% | – |
| CE | Exit | CELANESE CORP DEL | $0 | – | -50 | -100.0% | -0.00% | – |
| DKNG | Exit | DRAFTKINGS INC | $0 | – | -397 | -100.0% | -0.00% | – |
| SWK | Exit | STANLEY BLACK & DECKER INC | $0 | – | -40 | -100.0% | -0.00% | – |
| TSEM | Exit | TOWER SEMICONDUCTOR LTD | $0 | – | -99 | -100.0% | -0.00% | – |
| AY | Exit | ATLANTICA SUSTAINABLE INFR P | $0 | – | -282 | -100.0% | -0.00% | – |
| DELL | Exit | DELL TECHNOLOGIES INCcl c | $0 | – | -111 | -100.0% | -0.00% | – |
| ARKF | Exit | ARK ETF TRfintech innova | $0 | – | -210 | -100.0% | -0.00% | – |
| ON | Exit | ON SEMICONDUCTOR CORP | $0 | – | -200 | -100.0% | -0.00% | – |
| TRMB | Exit | TRIMBLE INC | $0 | – | -200 | -100.0% | -0.00% | – |
| TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $0 | – | -185 | -100.0% | -0.00% | – |
| PICB | Exit | INVESCO EXCH TRADED FD TR IIintl corp bd | $0 | – | -475 | -100.0% | -0.00% | – |
| IR | Exit | INGERSOLL RAND INC | $0 | – | -351 | -100.0% | -0.00% | – |
| CERN | Exit | CERNER CORP | $0 | – | -200 | -100.0% | -0.00% | – |
| ERX | Exit | DIREXION SHS ETF TRdly enrgy bull2x | $0 | – | -2,000 | -100.0% | -0.00% | – |
| IGOV | Exit | ISHARES TRintl trea bd etf | $0 | – | -476 | -100.0% | -0.00% | – |
| BX | Exit | BLACKSTONE INC | $0 | – | -440 | -100.0% | -0.01% | – |
| PBCT | Exit | PEOPLES UNITED FINANCIAL INC | $0 | – | -2,934 | -100.0% | -0.01% | – |
| APTS | Exit | PREFERRED APT CMNTYS INC | $0 | – | -2,622 | -100.0% | -0.01% | – |
| HYD | Exit | VANECK ETF TRUSThigh yld munietf | $0 | – | -2,610 | -100.0% | -0.02% | – |
| CI | Exit | CIGNA CORP NEW | $0 | – | -845 | -100.0% | -0.02% | – |
| Exit | PROSHARES TRultrapro sht qqq | $0 | – | -8,592 | -100.0% | -0.04% | – | |
| Exit | DIREXION SHS ETF TRdaily tech oct21 | $0 | – | -10,500 | -100.0% | -0.04% | – | |
| SPXS | Exit | DIREXION SHS ETF TRdly s&p500 br 3x | $0 | – | -26,000 | -100.0% | -0.06% | – |
| Exit | GENERAL ELECTRIC CO | $0 | – | -8,999 | -100.0% | -0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-21
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.