$300 Million is the total value of Rosenberg Matthew Hamilton's 937 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 8.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Sell | VANGUARD TOTAL STK MKTetf | $34,226,330 | -3.9% | 161,133 | -0.4% | 11.40% | -5.4% |
| SPTM | Buy | SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETFetf | $29,037,848 | -2.0% | 553,207 | +1.7% | 9.67% | -3.4% |
| JPST | Buy | JPMORGAN ULTRA-SHORT INCOME ETFetf | $22,805,578 | +4.4% | 454,475 | +4.4% | 7.60% | +2.9% |
| BIV | Buy | VANGUARD INTERMEDIATE-TERM BONDetf | $18,955,613 | +272016.2% | 262,144 | +281775.3% | 6.31% | +315600.0% |
| JMST | Buy | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETFetf | $9,419,889 | +30.4% | 186,717 | +31.0% | 3.14% | +28.5% |
| VCIT | Buy | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFetf | $8,891,180 | +333.5% | 117,020 | +350.9% | 2.96% | +326.8% |
| BIL | Buy | SPDR BLOOMBERG 1-3 MONTH T-BILL ETFetf | $8,725,746 | +425.6% | 95,031 | +425.6% | 2.91% | +418.2% |
| SCHF | Buy | SCHWAB INTERNATIONAL EQUITY ETFetf | $7,301,409 | -2.4% | 215,000 | +2.4% | 2.43% | -3.9% |
| VEA | Buy | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $6,912,322 | -1.5% | 158,104 | +4.1% | 2.30% | -2.9% |
| SPDW | Buy | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFetf | $6,522,123 | -3.1% | 210,323 | +1.7% | 2.17% | -4.5% |
| SLQD | Sell | ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $5,740,445 | -27.8% | 119,605 | -27.5% | 1.91% | -28.9% |
| SCHX | Sell | SCHWAB U.S. LARGE-CAP ETFetf | $4,994,389 | -19.8% | 98,703 | -17.0% | 1.66% | -21.0% |
| SPSB | Sell | SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFetf | $4,782,993 | -32.3% | 163,131 | -32.0% | 1.59% | -33.3% |
| SCHO | Buy | SCHWAB SHORT-TERM US TREASURY ETFetf | $4,771,303 | +13.8% | 99,630 | +14.2% | 1.59% | +12.1% |
| VYM | Sell | VANGUARD HIGH DIVIDEND YIELDetf | $3,740,276 | -5.3% | 36,201 | -2.8% | 1.25% | -6.7% |
| SCHB | Sell | SCHWAB U.S. BROAD MARKET ETFetf | $3,435,294 | -3.9% | 68,913 | -0.3% | 1.14% | -5.3% |
| VCSH | Sell | VANGUARD SHORT TERM CORP BOND FD ETFetf | $3,420,720 | -33.3% | 45,519 | -32.9% | 1.14% | -34.4% |
| TIP | Buy | ISHARES TIPS BOND ETFetf | $3,309,809 | +1969.6% | 31,911 | +2047.4% | 1.10% | +1942.6% |
| BSV | Sell | VANGUARD SHORT-TERM BOND ETFetf | $3,086,044 | -9.0% | 41,054 | -8.5% | 1.03% | -10.4% |
| IEMG | Sell | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $3,081,304 | -4.6% | 64,747 | -1.2% | 1.03% | -6.0% |
| SCHJ | Sell | SCHWAB 1-5 YEAR CORPORATE BOND ETFetf | $2,626,236 | -9.1% | 55,919 | -8.5% | 0.88% | -10.4% |
| MSFT | Sell | MICROSOFTstock | $2,506,631 | -10.6% | 7,939 | -3.5% | 0.84% | -11.9% |
| SUB | Buy | ISHARES SHORT-TERM NATIONAL MUNI BOND ETFetf | $2,316,201 | +58.7% | 22,518 | +60.5% | 0.77% | +56.3% |
| AAPL | Buy | APPLE INCstock | $2,002,135 | -11.1% | 11,694 | +0.8% | 0.67% | -12.4% |
| NEAR | Sell | BLACKROCK SHORT MATURITY BOND ETFetf | $1,727,354 | -90.0% | 34,623 | -90.0% | 0.58% | -90.2% |
| ITOT | Sell | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf | $1,639,328 | -3.8% | 17,404 | -0.1% | 0.55% | -5.2% |
| STIP | Sell | ISHARES 0-5 YEAR TIPS BOND ETFetf | $1,637,612 | -54.9% | 16,897 | -54.6% | 0.55% | -55.5% |
| GOOG | Sell | ALPHABET INC CAP STK CL Cstock | $1,460,107 | +6.6% | 11,074 | -2.2% | 0.49% | +5.0% |
| COP | Buy | CONOCOPHILLIPS COMstock | $1,392,835 | +16.8% | 11,626 | +1.0% | 0.46% | +15.1% |
| MINT | Sell | PIMCO ENHANCED SHORT MATURITY ETFetf | $1,391,345 | -3.4% | 13,894 | -3.8% | 0.46% | -4.9% |
| VWO | Sell | VANGUARD FTSE EMERGING MARKETS ETFetf | $1,377,507 | -6.0% | 35,132 | -2.5% | 0.46% | -7.3% |
| SJNK | Sell | SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETFetf | $1,367,468 | -6.3% | 55,906 | -5.3% | 0.46% | -7.5% |
| PSK | Sell | SPDR ICE PREFERRED SECURITIES ETFetf | $1,365,341 | -6.8% | 42,062 | -3.9% | 0.46% | -8.1% |
| CVX | Buy | CHEVRON CORP NEW COMstock | $1,170,532 | +9.6% | 6,942 | +2.3% | 0.39% | +8.0% |
| VYMI | Buy | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETFetf | $1,145,460 | +0.2% | 18,508 | +2.3% | 0.38% | -1.3% |
| SHV | ISHARES SHORT TREASURY BOND ETFetf | $1,005,277 | +0.0% | 9,100 | 0.0% | 0.34% | -1.5% | |
| SPEM | Sell | SPDR PORTFOLIO EMERGING MARKETS ETFetf | $964,801 | -2.4% | 28,740 | -0.0% | 0.32% | -3.9% |
| XOM | Sell | EXXON MOBIL CORP COMstock | $960,444 | +9.0% | 8,168 | -0.6% | 0.32% | +7.4% |
| NVDA | NVIDIA CORPORATION COMstock | $866,940 | +2.8% | 1,993 | 0.0% | 0.29% | +1.4% | |
| VTIP | Sell | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFetf | $855,579 | -65.5% | 18,096 | -65.4% | 0.28% | -66.1% |
| PFF | Sell | ISHARES S&P U.S. PREFERRED STOCK ETFetf | $809,496 | -11.5% | 26,849 | -9.2% | 0.27% | -12.6% |
| VLO | Buy | VALERO ENERGY CORP COMstock | $729,211 | +22.7% | 5,146 | +1.6% | 0.24% | +20.9% |
| PSX | Buy | PHILLIPS 66 COMstock | $729,268 | +29.3% | 6,070 | +2.7% | 0.24% | +27.2% |
| JPM | Sell | JPMORGAN CHASE & CO COMstock | $711,153 | -2.7% | 4,904 | -2.4% | 0.24% | -4.0% |
| LEMB | Sell | ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETFetf | $652,440 | -16.0% | 18,732 | -10.8% | 0.22% | -17.5% |
| EMB | Sell | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETFetf | $644,046 | -10.3% | 7,805 | -5.9% | 0.22% | -11.5% |
| JNJ | Sell | JOHNSON & JOHNSON COMstock | $640,631 | -6.1% | 4,113 | -0.2% | 0.21% | -7.8% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $637,196 | +7.1% | 1,819 | +4.2% | 0.21% | +5.5% |
| SHYG | Sell | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFetf | $631,677 | -7.2% | 15,396 | -6.2% | 0.21% | -8.7% |
| Sell | SHELL PLC SPON ADSadr | $628,928 | +5.4% | 9,769 | -1.2% | 0.21% | +4.0% | |
| RSP | Sell | GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHTetf | $608,010 | -6.4% | 4,291 | -1.1% | 0.20% | -7.7% |
| AMZN | Sell | AMAZON COM INC COMstock | $608,778 | -3.9% | 4,789 | -1.4% | 0.20% | -5.1% |
| MCD | Sell | MCDONALDS CORP COMstock | $606,060 | -16.7% | 2,301 | -5.7% | 0.20% | -17.9% |
| BBUS | JP MORGAN BETABUILDERS U.S. EQUITY ETFetf | $603,151 | -3.3% | 7,825 | 0.0% | 0.20% | -4.7% | |
| HD | Sell | HOME DEPOT INC COMstock | $583,702 | -9.1% | 1,932 | -6.5% | 0.19% | -10.6% |
| ESGU | Sell | ISHARES ESG AWARE MSCI USA ETFetf | $573,931 | -40.3% | 6,112 | -38.1% | 0.19% | -41.2% |
| SCHE | Sell | SCHWAB EMERGING MARKETS EQUITY ETFetf | $554,905 | -4.0% | 23,179 | -1.2% | 0.18% | -5.1% |
| GLD | Buy | SPDR GOLD SHARESetf | $555,498 | -0.4% | 3,240 | +3.6% | 0.18% | -2.1% |
| MPC | MARATHON PETE CORP COMstock | $550,121 | +29.8% | 3,635 | 0.0% | 0.18% | +28.0% | |
| WMT | Buy | WALMART INC COMstock | $540,727 | +2.7% | 3,381 | +0.9% | 0.18% | +1.1% |
| IYE | Sell | ISHARES U.S. ENERGY ETFetf | $513,098 | -17.9% | 10,818 | -25.9% | 0.17% | -19.0% |
| EFG | Sell | ISHARES MSCI EAFE GROWTH ETFetf | $503,021 | -26.4% | 5,829 | -18.6% | 0.17% | -27.3% |
| ABBV | Sell | ABBVIE INC COMstock | $491,054 | +7.8% | 3,294 | -2.6% | 0.16% | +6.5% |
| TSLA | TESLA INC COMstock | $472,916 | -4.4% | 1,890 | 0.0% | 0.16% | -5.4% | |
| SCHD | SCHWAB US DIVIDEND EQUITY ETFetf | $467,936 | -2.6% | 6,613 | 0.0% | 0.16% | -3.7% | |
| ORCL | ORACLE CORP COMstock | $460,497 | -11.1% | 4,348 | 0.0% | 0.15% | -12.6% | |
| IEUR | ISHARES CORE MSCI EUROPE ETFetf | $458,660 | -5.6% | 9,236 | 0.0% | 0.15% | -6.7% | |
| PG | Sell | PROCTER AND GAMBLE CO COMstock | $455,136 | -9.9% | 3,120 | -6.3% | 0.15% | -11.1% |
| VLUE | Sell | ISHARES MSCI USA VALUE FACTOR ETFetf | $437,452 | -37.3% | 4,822 | -35.2% | 0.15% | -38.1% |
| AVGO | BROADCOM INC COMstock | $432,732 | -4.2% | 521 | 0.0% | 0.14% | -5.9% | |
| JCPB | Buy | JPMORGAN CORE PLUS BOND ETFetf | $427,447 | +14.7% | 9,569 | +19.6% | 0.14% | +12.7% |
| SLV | Buy | ISHARES SILVER TRUSTetf | $419,390 | +1.8% | 20,619 | +4.5% | 0.14% | +0.7% |
| BP | Buy | BP PLC SPONSORED ADRadr | $415,088 | +11.1% | 10,720 | +1.3% | 0.14% | +9.5% |
| UNH | UNITEDHEALTH GROUP INC COMstock | $413,172 | +4.9% | 819 | 0.0% | 0.14% | +3.8% | |
| COST | COSTCO WHSL CORP NEW COMstock | $401,725 | +4.9% | 711 | 0.0% | 0.13% | +3.9% | |
| Sell | LINDE PLC SHSstock | $403,568 | -3.0% | 1,084 | -0.7% | 0.13% | -5.0% | |
| PXD | Sell | PIONEER NAT RES CO COMstock | $395,044 | +9.1% | 1,721 | -1.5% | 0.13% | +8.2% |
| AGG | Sell | ISHARES AGGREGATE BOND ETFetf | $393,934 | -20.1% | 4,189 | -16.8% | 0.13% | -21.6% |
| V | VISA INC COM CL Astock | $388,048 | -3.1% | 1,687 | 0.0% | 0.13% | -4.4% | |
| CSCO | Sell | CISCO SYS INC COMstock | $380,468 | +2.3% | 7,077 | -1.5% | 0.13% | +0.8% |
| GOVT | Sell | ISHARES U.S. TREASURY BOND ETFetf | $380,596 | -39.6% | 17,268 | -37.2% | 0.13% | -40.4% |
| XEL | Buy | XCEL ENERGY INC COMstock | $380,751 | -7.5% | 6,654 | +0.5% | 0.13% | -8.6% |
| EOG | Sell | EOG RES INC COMstock | $377,491 | +7.5% | 2,978 | -3.0% | 0.13% | +5.9% |
| CAT | CATERPILLAR INC COMstock | $371,577 | +11.0% | 1,361 | 0.0% | 0.12% | +9.7% | |
| NUE | NUCOR CORP COMstock | $362,784 | -4.7% | 2,320 | 0.0% | 0.12% | -6.2% | |
| KO | Buy | COCA COLA CO COMstock | $355,255 | -4.9% | 6,346 | +2.3% | 0.12% | -6.3% |
| FB | META PLATFORMS INC CL Astock | $355,148 | +4.6% | 1,183 | 0.0% | 0.12% | +2.6% | |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $353,449 | -16.4% | 4,067 | -2.9% | 0.12% | -17.5% |
| NVO | Buy | NOVO-NORDISK A S ADRadr | $351,756 | +12.4% | 3,868 | +100.0% | 0.12% | +10.4% |
| OXY | Buy | OCCIDENTAL PETE CORP COMstock | $347,453 | +13.3% | 5,355 | +2.7% | 0.12% | +11.5% |
| UNP | Buy | UNION PAC CORP COMstock | $346,375 | +12.8% | 1,701 | +13.3% | 0.12% | +10.6% |
| MRK | Sell | MERCK & CO INCstock | $338,250 | -20.0% | 3,286 | -10.3% | 0.11% | -21.0% |
| LMT | Sell | LOCKHEED MARTIN CORP COMstock | $339,454 | -18.2% | 830 | -7.9% | 0.11% | -19.3% |
| LLY | ELI LILLY & CO COMstock | $337,455 | +14.5% | 628 | 0.0% | 0.11% | +12.0% | |
| MUB | Buy | ISHARES AMT-FREE MUNI BOND ETFetf | $337,152 | -0.5% | 3,288 | +3.6% | 0.11% | -2.6% |
| SHM | SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETFetf | $332,434 | -1.7% | 7,191 | 0.0% | 0.11% | -2.6% | |
| SO | Sell | SOUTHERN CO COMstock | $328,348 | -8.3% | 5,073 | -0.4% | 0.11% | -9.9% |
| GS | Buy | GOLDMAN SACHS GROUP INCstock | $326,159 | +12.1% | 1,008 | +11.8% | 0.11% | +11.2% |
| TGT | Sell | TARGET CORP COMstock | $320,410 | -25.9% | 2,898 | -11.6% | 0.11% | -26.7% |
| MS | Sell | MORGAN STANLEY COM NEWstock | $314,756 | -6.0% | 3,854 | -1.7% | 0.10% | -7.1% |
| SCHW | Sell | SCHWAB CHARLES CORP COMstock | $314,522 | -5.7% | 5,729 | -2.7% | 0.10% | -7.1% |
| FENY | FIDELITY MSCI ENERGY INDEX ETFetf | $310,927 | +12.4% | 12,482 | 0.0% | 0.10% | +10.6% | |
| TM | Sell | TOYOTA MOTOR CORP ADSadr | $305,086 | +10.2% | 1,697 | -1.5% | 0.10% | +8.5% |
| VZ | Sell | VERIZON COMMUNICATIONSstock | $305,028 | -19.4% | 9,412 | -7.5% | 0.10% | -20.3% |
| SRE | Buy | SEMPRA COMstock | $302,461 | -2.3% | 4,446 | +109.1% | 0.10% | -3.8% |
| IXN | Sell | ISHARES GLOBAL TECH ETFetf | $302,295 | -37.2% | 5,226 | -32.5% | 0.10% | -38.0% |
| LOW | LOWES COS INC COMstock | $302,823 | -7.9% | 1,457 | 0.0% | 0.10% | -9.0% | |
| BA | BOEING CO COMstock | $303,699 | -9.2% | 1,584 | 0.0% | 0.10% | -10.6% | |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS COMstock | $300,456 | +9.8% | 2,142 | +4.7% | 0.10% | +8.7% |
| MAR | Sell | MARRIOTT INTL INC NEW CL Astock | $299,593 | +6.2% | 1,524 | -0.8% | 0.10% | +5.3% |
| FTAI AVIATION LTD SHSstock | $290,017 | +12.3% | 8,158 | 0.0% | 0.10% | +11.5% | ||
| PLD | Buy | PROLOGIS INC. COMreit | $292,320 | -5.9% | 2,605 | +2.8% | 0.10% | -7.6% |
| DUK | Sell | DUKE ENERGY CORP NEW COM NEWstock | $289,150 | -4.5% | 3,276 | -2.9% | 0.10% | -5.9% |
| GOOGL | ALPHABET INC CAP STK CL Astock | $289,593 | +9.3% | 2,213 | 0.0% | 0.10% | +6.7% | |
| CMCSA | Buy | COMCAST CORP NEW CL Astock | $285,230 | +8.7% | 6,433 | +1.9% | 0.10% | +6.7% |
| SBUX | Sell | STARBUCKS CORP COMstock | $274,685 | -10.0% | 3,010 | -2.3% | 0.09% | -10.7% |
| QQQ | INVESCO QQQ TRUST SERIES Ietf | $276,226 | -3.0% | 771 | 0.0% | 0.09% | -4.2% | |
| ATVI | ACTIVISION BLIZZARD INC COMstock | $275,834 | +11.1% | 2,946 | 0.0% | 0.09% | +9.5% | |
| EFV | Sell | ISHARES MSCI EAFE VALUE INDEX ETFetf | $269,262 | -31.9% | 5,503 | -31.9% | 0.09% | -32.8% |
| TSCO | TRACTOR SUPPLY CO COMstock | $265,996 | -8.2% | 1,310 | 0.0% | 0.09% | -9.2% | |
| OKE | ONEOK INC NEW COMstock | $263,534 | +2.8% | 4,155 | 0.0% | 0.09% | +1.1% | |
| APA | APA CORPORATION COMstock | $262,917 | +20.3% | 6,397 | 0.0% | 0.09% | +18.9% | |
| NDAQ | NASDAQ INC COMstock | $262,580 | -2.5% | 5,404 | 0.0% | 0.09% | -4.4% | |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC COMstock | $256,831 | +6.5% | 507 | +9.7% | 0.09% | +4.9% |
| TXN | Buy | TEXAS INSTRS INC COMstock | $256,801 | -10.6% | 1,615 | +1.2% | 0.09% | -11.3% |
| SPAB | Sell | SPDR PORTFOLIO AGGREGATE BOND ETFetf | $257,582 | -41.7% | 10,583 | -39.3% | 0.09% | -42.3% |
| TTE | Sell | TOTALENERGIES SE SPONSORED ADSadr | $254,623 | +6.5% | 3,872 | -6.7% | 0.08% | +4.9% |
| IJR | Sell | ISHARES CORE S&P SMALL CAP ETFetf | $253,158 | -39.8% | 2,684 | -36.4% | 0.08% | -40.8% |
| BAC | Buy | BANK AMERICA CORP COMstock | $253,265 | +0.8% | 9,250 | +5.6% | 0.08% | -1.2% |
| UPS | Buy | UNITED PARCEL SERVICE INC CL Bstock | $249,983 | -9.7% | 1,604 | +3.9% | 0.08% | -11.7% |
| NEE | Sell | NEXTERA ENERGY INC COMstock | $247,684 | -27.5% | 4,323 | -6.1% | 0.08% | -27.8% |
| IBN | Sell | ICICI BANK LIMITED ADRadr | $248,008 | -4.7% | 10,727 | -4.8% | 0.08% | -5.7% |
| INTU | INTUIT COMstock | $250,509 | +11.5% | 490 | 0.0% | 0.08% | +9.2% | |
| SLB | Buy | SCHLUMBERGER LTD COM STKstock | $248,041 | +31.0% | 4,255 | +10.4% | 0.08% | +29.7% |
| FDX | Buy | FEDEX CORP COMstock | $249,074 | +7.2% | 940 | +0.3% | 0.08% | +5.1% |
| USMV | Sell | ISHARES MSCI USA MIN VOL FACTOR ETFetf | $246,707 | -21.4% | 3,409 | -19.3% | 0.08% | -22.6% |
| MDLZ | Buy | MONDELEZ INTL INC CL Astock | $247,464 | -1.0% | 3,566 | +4.1% | 0.08% | -2.4% |
| CSX | Buy | CSX CORP COMstock | $245,662 | -4.4% | 7,989 | +6.0% | 0.08% | -5.7% |
| TMUS | Buy | T-MOBILE US INC COMstock | $244,807 | +5.3% | 1,748 | +4.4% | 0.08% | +3.8% |
| HON | Sell | HONEYWELL INTL INC COMstock | $240,716 | -13.2% | 1,303 | -2.5% | 0.08% | -14.9% |
| PCY | Sell | POWERSHARES EMERGING MKTS SOVEREIGN DEBTetf | $240,360 | -18.8% | 13,156 | -13.4% | 0.08% | -20.0% |
| ALB | ALBEMARLE CORP COMstock | $240,096 | -23.8% | 1,412 | 0.0% | 0.08% | -25.2% | |
| HCA | HCA HEALTHCARE INC COMstock | $234,665 | -18.9% | 954 | 0.0% | 0.08% | -20.4% | |
| GIS | Buy | GENERAL MLS INC COMstock | $232,373 | -9.9% | 3,631 | +8.0% | 0.08% | -11.5% |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFetf | $228,896 | -5.9% | 1,862 | 0.0% | 0.08% | -7.3% | |
| LAMR | LAMAR ADVERTISING CO NEW CL Areit | $227,289 | -15.9% | 2,723 | 0.0% | 0.08% | -16.5% | |
| CMG | CHIPOTLE MEXICAN GRILL INC COMstock | $219,820 | -14.4% | 120 | 0.0% | 0.07% | -16.1% | |
| PEP | Sell | PEPSICO INC COMstock | $218,887 | -17.8% | 1,292 | -10.1% | 0.07% | -18.9% |
| IWM | ISHARES RUSSELL 2000 ETFetf | $214,739 | -5.6% | 1,215 | 0.0% | 0.07% | -6.5% | |
| BKR | BAKER HUGHES COMPANY CL Astock | $214,039 | +11.7% | 6,060 | 0.0% | 0.07% | +9.2% | |
| AMGN | Sell | AMGEN INC COMstock | $213,395 | +10.0% | 794 | -9.2% | 0.07% | +7.6% |
| TJX | Buy | TJX COS INC NEW COMstock | $210,468 | +10.4% | 2,368 | +5.3% | 0.07% | +9.4% |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETFetf | $207,450 | -6.2% | 500 | 0.0% | 0.07% | -8.0% | |
| UL | Buy | UNILEVER PLC SPON ADR NEWadr | $204,862 | +1.2% | 4,147 | +6.8% | 0.07% | 0.0% |
| AMD | ADVANCED MICRO DEVICES INC COMstock | $202,761 | -9.7% | 1,972 | 0.0% | 0.07% | -10.5% | |
| JPHY | Sell | JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETFetf | $204,218 | -9.8% | 4,654 | -8.3% | 0.07% | -11.7% |
| NOC | Buy | NORTHROP GRUMMAN CORP COMstock | $198,086 | +0.1% | 450 | +3.7% | 0.07% | -1.5% |
| DIS | Sell | DISNEY WALT CO COMstock | $196,831 | -22.2% | 2,429 | -14.3% | 0.07% | -23.3% |
| IVV | Buy | ISHARES S&P 500 INDEXetf | $198,826 | -3.4% | 463 | +0.2% | 0.07% | -5.7% |
| VNQ | Buy | VANGUARD REIT INDEX ETFetf | $194,630 | -5.2% | 2,572 | +4.7% | 0.06% | -5.8% |
| XLK | Sell | TECHNOLOGY SELECT SECTOR SPDRetf | $194,093 | -6.3% | 1,184 | -0.6% | 0.06% | -7.1% |
| ESGE | Sell | ISHARES ESG AWARE MSCI EM ETFetf | $194,725 | -51.9% | 6,431 | -49.7% | 0.06% | -52.6% |
| DHR | Buy | DANAHER CORPORATION COMstock | $196,247 | +4.6% | 791 | +1.2% | 0.06% | +3.2% |
| ACN | Buy | ACCENTURE PLC IRELAND SHS CLASS Astock | $193,479 | +7.0% | 630 | +7.5% | 0.06% | +4.9% |
| BOX | Buy | BOX INC CL Astock | $191,937 | -15.6% | 7,928 | +2.4% | 0.06% | -16.9% |
| BLK | Sell | BLACKROCK INC COMstock | $192,654 | -9.8% | 298 | -3.6% | 0.06% | -11.1% |
| FIDU | FIDELITY MSCI INDUSTRIAL INDEX ETFetf | $192,775 | -4.8% | 3,562 | 0.0% | 0.06% | -5.9% | |
| INTC | Sell | INTEL CORP COMstock | $187,687 | -1.2% | 5,280 | -7.0% | 0.06% | -1.6% |
| AFL | Sell | AFLAC INC COMstock | $188,114 | +5.9% | 2,451 | -3.7% | 0.06% | +5.0% |
| EMR | EMERSON ELEC CO COMstock | $188,891 | +6.8% | 1,956 | 0.0% | 0.06% | +5.0% | |
| VDE | VANGUARD ENERGY ETFetf | $190,110 | +12.3% | 1,500 | 0.0% | 0.06% | +10.5% | |
| PFE | Buy | PFIZER INC COMstock | $189,628 | -6.4% | 5,717 | +3.5% | 0.06% | -7.4% |
| ABT | Sell | ABBOTT LABS COMstock | $188,567 | -12.5% | 1,947 | -1.5% | 0.06% | -13.7% |
| FDIS | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETFetf | $185,688 | -4.7% | 2,658 | 0.0% | 0.06% | -6.1% | |
| NFLX | NETFLIX INC COMstock | $186,157 | -14.3% | 493 | 0.0% | 0.06% | -15.1% | |
| PM | Buy | PHILIP MORRIS INTL INC COMstock | $185,889 | -5.1% | 2,008 | +0.0% | 0.06% | -6.1% |
| KMB | Buy | KIMBERLY-CLARK CORP COMstock | $186,864 | -6.3% | 1,546 | +7.0% | 0.06% | -7.5% |
| CTVA | Buy | CORTEVA INC COMstock | $182,232 | -8.5% | 3,562 | +2.5% | 0.06% | -9.0% |
| NKE | Buy | NIKE INC CL Bstock | $181,648 | -10.8% | 1,900 | +3.0% | 0.06% | -11.6% |
| IAU | ISHARES GOLD TRUSTetf | $183,698 | -3.8% | 5,250 | 0.0% | 0.06% | -6.2% | |
| T | Sell | AT&T INC COMstock | $183,586 | -15.7% | 12,223 | -10.5% | 0.06% | -17.6% |
| QCOM | Buy | QUALCOMM INC COMstock | $180,806 | +0.4% | 1,628 | +7.6% | 0.06% | -1.6% |
| MUR | MURPHY OIL CORP COMstock | $181,400 | +18.4% | 4,000 | 0.0% | 0.06% | +15.4% | |
| VIAC | Sell | PARAMOUNT GLOBAL CLASS B COMstock | $180,574 | -22.7% | 13,998 | -4.7% | 0.06% | -24.1% |
| RTX | Sell | RTX CORPORATION COMstock | $179,686 | -29.0% | 2,497 | -3.3% | 0.06% | -30.2% |
| EPI | WISDOMTREE TR INDIA EARNINGS FDetf | $179,683 | +5.6% | 4,888 | 0.0% | 0.06% | +3.4% | |
| ARMK | ARAMARK COMstock | $181,030 | -19.4% | 5,217 | 0.0% | 0.06% | -21.1% | |
| ADBE | ADOBE INC COMstock | $176,425 | +4.3% | 346 | 0.0% | 0.06% | +3.5% | |
| VOO | VANGUARD S&P 500 ETFetf | $175,930 | -3.6% | 448 | 0.0% | 0.06% | -4.8% | |
| DE | DEERE & CO COMstock | $174,395 | -6.9% | 462 | 0.0% | 0.06% | -7.9% | |
| C | Buy | CITIGROUP INCstock | $173,281 | -8.2% | 4,213 | +2.7% | 0.06% | -9.4% |
| AEP | Sell | AMERICAN ELEC PWR CO INC COMstock | $172,667 | -20.7% | 2,295 | -11.3% | 0.06% | -21.6% |
| ZTS | ZOETIS INC CL Astock | $173,910 | +1.0% | 1,000 | 0.0% | 0.06% | 0.0% | |
| SOXX | ISHARES SEMICONDUCTOR ETFetf | $170,514 | -6.6% | 360 | 0.0% | 0.06% | -8.1% | |
| DEO | Buy | DIAGEO PLC SPON ADR NEWadr | $168,842 | -13.1% | 1,132 | +1.1% | 0.06% | -15.2% |
| SYK | STRYKER CORPORATION COMstock | $166,968 | -10.4% | 611 | 0.0% | 0.06% | -11.1% | |
| STZ | Buy | CONSTELLATION BRANDS INC CL Astock | $168,512 | +4.4% | 670 | +2.3% | 0.06% | +1.8% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO COMstock | $166,678 | +6.9% | 2,210 | +7.1% | 0.06% | +5.7% |
| KMI | Buy | KINDER MORGAN INC DEL COMstock | $167,356 | -3.6% | 10,094 | +0.1% | 0.06% | -5.1% |
| ETN | Buy | EATON CORP PLC SHSstock | $168,786 | +11.7% | 791 | +5.3% | 0.06% | +9.8% |
| IEFA | Buy | ISHARES CORE MSCI EAFE ETFetf | $165,701 | -3.2% | 2,575 | +1.5% | 0.06% | -5.2% |
| INFY | Buy | INFOSYS LTD SPONSORED ADRadr | $164,102 | +14.1% | 9,591 | +7.2% | 0.06% | +12.2% |
| DOW | Buy | DOW INC COMstock | $161,073 | +3.1% | 3,124 | +6.5% | 0.05% | +1.9% |
| LOGI | Buy | LOGITECH INTL S A SHSstock | $161,295 | +19.6% | 2,340 | +3.0% | 0.05% | +17.4% |
| NTES | NETEASE INC SPONSORED ADSadr | $163,161 | +3.6% | 1,629 | 0.0% | 0.05% | +1.9% | |
| GILD | Buy | GILEAD SCIENCES INC COMstock | $161,135 | -0.1% | 2,150 | +2.7% | 0.05% | -1.8% |
| AXP | Buy | AMERICAN EXPRESS CO COMstock | $159,186 | -9.3% | 1,067 | +6.0% | 0.05% | -10.2% |
| FMAT | FIDELITY MSCI MATERIALS INDEX ETFetf | $157,847 | -5.3% | 3,572 | 0.0% | 0.05% | -5.4% | |
| ASML | ASML HOLDING N V N Y REGISTRY SHSadr | $158,363 | -18.8% | 269 | 0.0% | 0.05% | -19.7% | |
| KHC | Buy | KRAFT HEINZ CO COMstock | $159,588 | +1.3% | 4,744 | +6.9% | 0.05% | 0.0% |
| IJH | ISHARES CORE S&P MID CAP ETFetf | $159,584 | -4.6% | 640 | 0.0% | 0.05% | -7.0% | |
| GD | Buy | GENERAL DYNAMICS CORP COMstock | $156,589 | +13.3% | 709 | +10.3% | 0.05% | +10.6% |
| WM | Sell | WASTE MGMT INC DEL COMstock | $157,495 | -24.8% | 1,033 | -14.5% | 0.05% | -26.8% |
| FR | Sell | FIRST INDL RLTY TR INC COMreit | $154,953 | -14.2% | 3,256 | -5.0% | 0.05% | -14.8% |
| BHP | Sell | BHP GROUP LTD SPONSORED ADSadr | $152,097 | -9.2% | 2,674 | -4.7% | 0.05% | -10.5% |
| CME | CME GROUP INC COMstock | $151,767 | +8.1% | 758 | 0.0% | 0.05% | +8.5% | |
| APD | Sell | AIR PRODS & CHEMS INC COMstock | $152,753 | -15.4% | 539 | -10.6% | 0.05% | -16.4% |
| HES | HESS CORP COMstock | $150,552 | +12.5% | 984 | 0.0% | 0.05% | +11.1% | |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO COMstock | $148,955 | -22.1% | 2,566 | -14.2% | 0.05% | -23.1% |
| CAH | Buy | CARDINAL HEALTH INC COMstock | $150,980 | -5.1% | 1,739 | +3.3% | 0.05% | -7.4% |
| ED | Buy | CONSOLIDATED EDISON INC COMstock | $146,769 | -0.3% | 1,716 | +5.3% | 0.05% | -2.0% |
| OMC | Buy | OMNICOM GROUP INC COMstock | $145,972 | -14.4% | 1,960 | +9.4% | 0.05% | -15.5% |
| ADP | Sell | AUTOMATIC DATA PROCESSING INC COMstock | $146,754 | +4.3% | 610 | -4.7% | 0.05% | +2.1% |
| HMC | HONDA MOTOR LTD ADR ECH CNV IN 3adr | $144,956 | +11.0% | 4,309 | 0.0% | 0.05% | +9.1% | |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW COMstock | $143,890 | +52.3% | 1,162 | +75.5% | 0.05% | +50.0% |
| XLC | COMMUNICATION SERVICES SELECT SECTOR SPDR FUNDetf | $143,139 | +0.8% | 2,183 | 0.0% | 0.05% | 0.0% | |
| SAP | SAP SE SPON ADRadr | $143,804 | -5.5% | 1,112 | 0.0% | 0.05% | -5.9% | |
| COF | CAPITAL ONE FINL CORP COMstock | $142,761 | -11.3% | 1,471 | 0.0% | 0.05% | -11.1% | |
| CNI | Sell | CANADIAN NATL RY CO COMstock | $141,912 | -11.4% | 1,310 | -1.0% | 0.05% | -13.0% |
| PAYX | PAYCHEX INC COMstock | $142,317 | +3.1% | 1,234 | 0.0% | 0.05% | 0.0% | |
| IHI | Sell | ISHARES U.S. MEDICAL DEVICES ETFetf | $141,523 | -15.9% | 2,918 | -2.1% | 0.05% | -17.5% |
| SCCO | SOUTHERN COPPER CORP COMstock | $139,964 | +4.9% | 1,859 | 0.0% | 0.05% | +4.4% | |
| KR | Buy | KROGER CO COMstock | $137,427 | +1.8% | 3,071 | +7.0% | 0.05% | 0.0% |
| MMM | Buy | 3M CO COMstock | $137,325 | +58.3% | 1,467 | +69.2% | 0.05% | +58.6% |
| FNCL | FIDELITY MSCI FINANCIALS INDEX ETFetf | $136,328 | -1.1% | 2,928 | 0.0% | 0.04% | -4.3% | |
| NVS | Buy | NOVARTIS AG SPONSORED ADRadr | $134,965 | +5.7% | 1,325 | +4.7% | 0.04% | +4.7% |
| AZO | Buy | AUTOZONE INC COMstock | $134,619 | +10.2% | 53 | +8.2% | 0.04% | +9.8% |
| PEG | PUBLIC SVC ENTERPRISE GRP INC COMstock | $134,748 | -9.1% | 2,368 | 0.0% | 0.04% | -10.0% | |
| SNY | SANOFI SPONSORED ADRadr | $135,763 | -0.5% | 2,531 | 0.0% | 0.04% | -2.2% | |
| SONY | Buy | SONY GROUP CORP SPONSORED ADRadr | $135,152 | -0.4% | 1,640 | +8.8% | 0.04% | -2.2% |
| FHLC | FIDELITY MSCI HEALTH CARE INDEX ETFetf | $133,761 | -4.0% | 2,208 | 0.0% | 0.04% | -4.3% | |
| FCOM | FIDELITY MSCI COMMUNICATION SERVICES INDEX ETFetf | $131,996 | -1.3% | 3,324 | 0.0% | 0.04% | -2.2% | |
| WFC | Buy | WELLS FARGO CO NEW COMstock | $132,958 | +3.4% | 3,254 | +8.0% | 0.04% | +2.3% |
| THC | TENET HEALTHCARE CORP COM NEWstock | $131,780 | -19.0% | 2,000 | 0.0% | 0.04% | -20.0% | |
| CI | THE CIGNA GROUP COMstock | $130,448 | +1.9% | 456 | 0.0% | 0.04% | 0.0% | |
| EFA | ISHARES MSCI EAFE ETFetf | $129,570 | -4.9% | 1,880 | 0.0% | 0.04% | -6.5% | |
| PPG | Buy | PPG INDS INC COMstock | $130,319 | -5.9% | 1,004 | +7.5% | 0.04% | -8.5% |
| FSTA | FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETFetf | $130,082 | -6.3% | 3,055 | 0.0% | 0.04% | -8.5% | |
| WY | Sell | WEYERHAEUSER CO MTN BE COM NEWreit | $124,595 | -9.9% | 4,064 | -1.6% | 0.04% | -10.6% |
| MMC | MARSH & MCLENNAN COS INC COMstock | $122,553 | +1.2% | 644 | 0.0% | 0.04% | 0.0% | |
| LEN | Buy | LENNAR CORP CL Astock | $123,453 | -1.0% | 1,100 | +10.6% | 0.04% | -2.4% |
| ATO | ATMOS ENERGY CORP COMstock | $120,141 | -8.9% | 1,134 | 0.0% | 0.04% | -11.1% | |
| RIO | Buy | RIO TINTO PLC SPONSORED ADRadr | $119,643 | +5.3% | 1,880 | +5.6% | 0.04% | +5.3% |
| MT | ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SHadr | $120,144 | -8.4% | 4,800 | 0.0% | 0.04% | -9.1% | |
| IXG | Sell | ISHARES GLOBAL FINANCIALS ETFetf | $119,545 | -42.2% | 1,697 | -41.3% | 0.04% | -42.9% |
| HSBC | HSBC HLDGS PLC SPON ADR NEWadr | $119,998 | -0.4% | 3,041 | 0.0% | 0.04% | -2.4% | |
| EA | Sell | ELECTRONIC ARTS INC COMstock | $120,569 | -10.0% | 1,001 | -3.1% | 0.04% | -11.1% |
| AMLP | Sell | ALPS TRUST ETF ALERIAN MLPetf | $117,780 | +3.9% | 2,791 | -3.5% | 0.04% | +2.6% |
| PCAR | PACCAR INC COMstock | $115,202 | +1.6% | 1,355 | 0.0% | 0.04% | 0.0% | |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUNDetf | $110,131 | -2.1% | 690 | 0.0% | 0.04% | -2.6% | |
| HLT | HILTON WORLDWIDE HLDGS INC COMstock | $110,833 | +3.2% | 738 | 0.0% | 0.04% | +2.8% | |
| DELL | DELL TECHNOLOGIES INC CL Cstock | $111,205 | +27.3% | 1,614 | 0.0% | 0.04% | +23.3% | |
| ORLY | OREILLY AUTOMOTIVE INC COMstock | $111,790 | -4.9% | 123 | 0.0% | 0.04% | -7.5% | |
| DAL | DELTA AIR LINES INC DEL COM NEWstock | $106,967 | -22.2% | 2,891 | 0.0% | 0.04% | -21.7% | |
| FANG | Buy | DIAMONDBACK ENERGY INC COMstock | $106,867 | +29.1% | 690 | +9.5% | 0.04% | +28.6% |
| LULU | LULULEMON ATHLETICA INC COMstock | $107,200 | +1.9% | 278 | 0.0% | 0.04% | 0.0% | |
| EWA | ISHARES INC MSCI AUSTRALIA INDEX FDetf | $108,217 | -4.6% | 5,031 | 0.0% | 0.04% | -5.3% | |
| HII | HUNTINGTON INGALLS INDS INC COMstock | $107,561 | -10.1% | 526 | 0.0% | 0.04% | -10.0% | |
| BIIB | BIOGEN IDEC INCstock | $106,145 | -9.8% | 413 | 0.0% | 0.04% | -12.5% | |
| CL | COLGATE PALMOLIVE CO COMstock | $105,172 | -7.7% | 1,479 | 0.0% | 0.04% | -10.3% | |
| EWC | ISHARES MSCI CANADA INDEXetf | $105,499 | -4.4% | 3,153 | 0.0% | 0.04% | -5.4% | |
| HUM | HUMANA INC COMstock | $104,602 | +8.8% | 215 | 0.0% | 0.04% | +6.1% | |
| EQT | EQT CORP COMstock | $104,088 | -1.3% | 2,565 | 0.0% | 0.04% | -2.8% | |
| IEF | Buy | ISHARES 7-10 YEAR TREASURY BOND ETFetf | $100,635 | +3.5% | 1,099 | +9.1% | 0.03% | +3.0% |
| CANADIAN PACIFIC KANSAS CITY COMstock | $102,463 | -7.9% | 1,377 | 0.0% | 0.03% | -10.5% | ||
| WMG | WARNER MUSIC GROUP CORP COM CL Astock | $102,050 | +20.4% | 3,250 | 0.0% | 0.03% | +17.2% | |
| WAT | Buy | WATERS CORP COMstock | $100,635 | +14.1% | 367 | +10.9% | 0.03% | +13.3% |
| SYY | Buy | SYSCO CORP COMstock | $103,530 | -3.0% | 1,567 | +9.0% | 0.03% | -5.6% |
| IXC | ISHARES GLOBAL ENERGY ETFetf | $102,572 | +10.9% | 2,486 | 0.0% | 0.03% | +9.7% | |
| SPG | Sell | SIMON PPTY GROUP INC NEW COMreit | $102,520 | -10.8% | 949 | -4.6% | 0.03% | -12.8% |
| YUM | YUM BRANDS INC COMstock | $99,827 | -9.8% | 799 | 0.0% | 0.03% | -10.8% | |
| TD | Sell | TORONTO DOMINION BK ONT COM NEWstock | $99,039 | -15.0% | 1,644 | -12.5% | 0.03% | -15.4% |
| LHX | L3HARRIS TECHNOLOGIES INC COMstock | $97,855 | -11.1% | 562 | 0.0% | 0.03% | -10.8% | |
| SHW | SHERWIN WILLIAMS CO COMstock | $99,980 | -3.9% | 392 | 0.0% | 0.03% | -5.7% | |
| AZN | Sell | ASTRAZENECA PLC SPONSORED ADRadr | $99,684 | -12.8% | 1,472 | -7.8% | 0.03% | -15.4% |
| MA | MASTERCARD INCORPORATED CL Astock | $96,998 | +0.7% | 245 | 0.0% | 0.03% | -3.0% | |
| EWJ | Buy | ISHARES MSCI JAPAN ETFetf | $95,258 | -0.1% | 1,580 | +2.6% | 0.03% | 0.0% |
| GOLD | Buy | BARRICK GOLD CORP COMstock | $95,826 | -10.2% | 6,586 | +4.5% | 0.03% | -11.1% |
| VALE | Buy | VALE S A SPONSORED ADSadr | $97,498 | +6.3% | 7,276 | +6.4% | 0.03% | +3.2% |
| GSK PLC SPONSORED ADRadr | $96,190 | +1.7% | 2,654 | 0.0% | 0.03% | 0.0% | ||
| Buy | GENERAL ELECTRIC CO COM NEWstock | $96,343 | +4.4% | 871 | +3.7% | 0.03% | +3.2% | |
| CNHI | Buy | CNH INDL N V SHSstock | $93,073 | -12.3% | 7,692 | +4.3% | 0.03% | -13.9% |
| K | KELLANOVA COMstock | $93,788 | -11.7% | 1,576 | 0.0% | 0.03% | -13.9% | |
| RYAAY | RYANAIR HOLDINGS PLC SPONSORED ADSadr | $91,961 | -12.1% | 946 | 0.0% | 0.03% | -11.4% | |
| BBY | Sell | BEST BUY INC COMstock | $93,437 | -16.0% | 1,345 | -0.9% | 0.03% | -18.4% |
| CE | CELANESE CORP DEL COMstock | $92,885 | +8.4% | 740 | 0.0% | 0.03% | +6.9% | |
| FCX | FREEPORT-MCMORAN INC CL Bstock | $94,530 | -6.8% | 2,535 | 0.0% | 0.03% | -8.8% | |
| HDV | ISHARES CORE HIGH DIVIDEND ETFetf | $93,748 | -1.9% | 948 | 0.0% | 0.03% | -3.1% | |
| BCC | BOISE CASCADE CO DEL COMstock | $93,148 | +14.0% | 904 | 0.0% | 0.03% | +10.7% | |
| DBX | DROPBOX INC CL Astock | $92,582 | +2.1% | 3,400 | 0.0% | 0.03% | 0.0% | |
| PH | PARKER-HANNIFIN CORP COMstock | $92,706 | -0.1% | 238 | 0.0% | 0.03% | 0.0% | |
| AA | Sell | ALCOA CORP COMstock | $89,040 | -16.4% | 3,064 | -2.4% | 0.03% | -16.7% |
| F | Sell | FORD MTR CO DEL COMstock | $89,114 | -24.3% | 7,175 | -7.8% | 0.03% | -25.0% |
| MAA | MID-AMER APT CMNTYS INC COMreit | $89,798 | -15.3% | 698 | 0.0% | 0.03% | -16.7% | |
| NSC | Buy | NORFOLK SOUTHN CORP COMstock | $90,785 | -10.5% | 461 | +3.1% | 0.03% | -11.8% |
| BG | Buy | BUNGE LIMITED COMstock | $89,023 | +17.9% | 822 | +2.8% | 0.03% | +15.4% |
| PSA | Buy | PUBLIC STORAGE COMreit | $90,124 | -4.7% | 342 | +5.6% | 0.03% | -6.2% |
| STLA | STELLANTIS N.V SHSstock | $90,083 | +9.1% | 4,709 | 0.0% | 0.03% | +7.1% | |
| DD | Buy | DUPONT DE NEMOURS INC COMstock | $88,016 | +9.1% | 1,180 | +4.5% | 0.03% | +7.4% |
| RS | RELIANCE STEEL & ALUMINUM CO COMstock | $86,798 | -3.4% | 331 | 0.0% | 0.03% | -3.3% | |
| FERG | FERGUSON PLC NEW SHSstock | $87,991 | +4.6% | 535 | 0.0% | 0.03% | +3.6% | |
| GWW | GRAINGER W W INC COMstock | $88,556 | -12.3% | 128 | 0.0% | 0.03% | -14.7% | |
| ALC | ALCON AG ORD SHSstock | $86,153 | -6.2% | 1,118 | 0.0% | 0.03% | -6.5% | |
| VMC | VULCAN MATLS CO COMstock | $86,263 | -10.4% | 427 | 0.0% | 0.03% | -12.1% | |
| CAG | Buy | CONAGRA BRANDS INC COMstock | $88,328 | -17.0% | 3,221 | +2.0% | 0.03% | -19.4% |
| SOFI | SOFI TECHNOLOGIES INC COMstock | $86,292 | -4.2% | 10,800 | 0.0% | 0.03% | -3.3% | |
| DRI | DARDEN RESTAURANTS INC COMstock | $86,935 | -14.3% | 607 | 0.0% | 0.03% | -14.7% | |
| WYNN | WYNN RESORTS LTD COMstock | $86,311 | -12.5% | 934 | 0.0% | 0.03% | -12.1% | |
| DLTR | DOLLAR TREE INC COMstock | $86,225 | -25.8% | 810 | 0.0% | 0.03% | -25.6% | |
| Sell | SL GREEN RLTY CORP COMreit | $88,065 | +22.6% | 2,361 | -1.3% | 0.03% | +20.8% | |
| MDT | Buy | MEDTRONIC PLC SHSstock | $85,263 | +1.3% | 1,088 | +13.9% | 0.03% | 0.0% |
| BUD | Sell | ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRadr | $85,090 | -13.8% | 1,539 | -11.6% | 0.03% | -15.2% |
| DVN | DEVON ENERGY CORP NEW COMstock | $85,240 | -1.3% | 1,787 | 0.0% | 0.03% | -3.4% | |
| CVS | Sell | CVS HEALTH CORP COMstock | $82,817 | -0.5% | 1,186 | -1.5% | 0.03% | 0.0% |
| BSX | BOSTON SCIENTIFIC CORP COMstock | $83,002 | -2.4% | 1,572 | 0.0% | 0.03% | -3.4% | |
| IPG | Buy | INTERPUBLIC GROUP COS INC COMstock | $83,028 | -13.1% | 2,897 | +17.0% | 0.03% | -12.5% |
| ADI | Sell | ANALOG DEVICES INC COMstock | $84,393 | -37.9% | 482 | -30.9% | 0.03% | -39.1% |
| ISRG | INTUITIVE SURGICAL INC COM NEWstock | $82,718 | -14.5% | 283 | 0.0% | 0.03% | -15.2% | |
| FITB | FIFTH THIRD BANCORP COMstock | $82,804 | -3.4% | 3,269 | 0.0% | 0.03% | -3.4% | |
| SJM | SMUCKER J M CO COM NEWstock | $81,489 | -16.8% | 663 | 0.0% | 0.03% | -18.2% | |
| MU | MICRON TECHNOLOGY INC COMstock | $80,411 | +7.8% | 1,182 | 0.0% | 0.03% | +8.0% | |
| PKG | PACKAGING CORP AMER COMstock | $82,303 | +16.2% | 536 | 0.0% | 0.03% | +12.5% | |
| BIDU | Sell | BAIDU INC SPON ADR REP Aadr | $81,819 | -15.8% | 609 | -14.2% | 0.03% | -18.2% |
| GM | GENERAL MTRS CO COMstock | $79,524 | -14.5% | 2,412 | 0.0% | 0.03% | -16.1% | |
| KKR | Sell | KKR & CO INC COMstock | $77,640 | -7.5% | 1,260 | -15.9% | 0.03% | -7.1% |
| WAB | Buy | WABTEC COMstock | $79,277 | -3.0% | 746 | +0.1% | 0.03% | -7.1% |
| IWF | ISHARES RUSSELL 1000 GROWTH ETFetf | $76,871 | -3.3% | 289 | 0.0% | 0.03% | -3.7% | |
| AJG | GALLAGHER ARTHUR J & CO COMstock | $73,849 | +3.8% | 324 | 0.0% | 0.02% | +4.2% | |
| YUMC | YUM CHINA HLDGS INC COMstock | $75,946 | -1.4% | 1,363 | 0.0% | 0.02% | -3.8% | |
| MSI | Buy | MOTOROLA SOLUTIONS INC COM NEWstock | $74,866 | +6.8% | 275 | +15.1% | 0.02% | +4.2% |
| AGCO | AGCO CORP COMstock | $76,054 | -10.0% | 643 | 0.0% | 0.02% | -13.8% | |
| RY | Sell | ROYAL BK CDA COMstock | $74,324 | -12.6% | 850 | -4.5% | 0.02% | -13.8% |
| CHT | Sell | CHUNGHWA TELECOM CO LTD SPON ADR NEW11adr | $76,193 | -6.7% | 2,120 | -3.2% | 0.02% | -10.7% |
| PANW | PALO ALTO NETWORKS INC COMstock | $74,552 | -8.2% | 318 | 0.0% | 0.02% | -7.4% | |
| ECL | ECOLAB INC COMstock | $75,214 | -9.3% | 444 | 0.0% | 0.02% | -10.7% | |
| WDFC | WD 40 CO COMstock | $75,133 | +7.7% | 370 | 0.0% | 0.02% | +4.2% | |
| WELL | Buy | WELLTOWER INC COMreit | $75,530 | +2.7% | 922 | +1.4% | 0.02% | 0.0% |
| REET | Sell | ISHARES GLOBAL REIT ETFetf | $72,948 | -8.6% | 3,446 | -0.8% | 0.02% | -11.1% |
| LW | LAMB WESTON HLDGS INC COMstock | $71,698 | -19.6% | 775 | 0.0% | 0.02% | -20.0% | |
| WTRG | Buy | ESSENTIAL UTILS INC COMstock | $71,406 | +13.2% | 2,080 | +31.6% | 0.02% | +14.3% |
| PWB | INVESCO LARGE CAP GROWTH ETFetf | $68,603 | -4.0% | 1,012 | 0.0% | 0.02% | -4.2% | |
| AMT | Buy | AMERICAN TOWER CORP NEW COMreit | $68,740 | -10.9% | 418 | +5.0% | 0.02% | -11.5% |
| BX | BLACKSTONE INC COMstock | $68,646 | +15.2% | 641 | 0.0% | 0.02% | +15.0% | |
| BKNG | BOOKING HOLDINGS INC COMstock | $67,847 | +14.2% | 22 | 0.0% | 0.02% | +15.0% | |
| EVRG | EVERGY INC COMstock | $67,634 | -13.2% | 1,334 | 0.0% | 0.02% | -11.5% | |
| EWZ | ISHARES MSCI BRAZIL INDEX FD ETFetf | $69,682 | -5.4% | 2,272 | 0.0% | 0.02% | -8.0% | |
| NOV | NOV INC COMstock | $69,263 | +30.3% | 3,314 | 0.0% | 0.02% | +27.8% | |
| E | Buy | ENI S P A SPONSORED ADRadr | $64,911 | +20.3% | 2,034 | +8.5% | 0.02% | +22.2% |
| MRO | MARATHON OIL CORP COMstock | $67,464 | +16.2% | 2,522 | 0.0% | 0.02% | +10.0% | |
| IWD | Sell | ISHARES RUSSELL 1000 VALUE ETFetf | $66,194 | -10.4% | 436 | -6.8% | 0.02% | -12.0% |
| EXC | Buy | EXELON CORP COMstock | $64,679 | -4.6% | 1,712 | +2.9% | 0.02% | -4.3% |
| MTN | VAIL RESORTS INC COMstock | $66,567 | -11.9% | 300 | 0.0% | 0.02% | -15.4% | |
| MBB | Sell | ISHARES MBS ETFetf | $65,712 | -12.5% | 740 | -8.1% | 0.02% | -12.0% |
| IVE | Sell | ISHARES S&P 500 VALUE ETFetf | $65,228 | -48.3% | 424 | -45.8% | 0.02% | -48.8% |
| BK | Buy | BANK NEW YORK MELLON CORP COMstock | $67,259 | +33.7% | 1,577 | +39.6% | 0.02% | +29.4% |
| PINS | PINTEREST INC CL Astock | $66,980 | -1.1% | 2,478 | 0.0% | 0.02% | -4.3% | |
| WEC | Buy | WEC ENERGY GROUP INC COMstock | $64,923 | +5.7% | 806 | +15.8% | 0.02% | +4.8% |
| CACI | CACI INTL INC CL Astock | $66,553 | -7.9% | 212 | 0.0% | 0.02% | -8.3% | |
| ULTA | ULTA BEAUTY INC COMstock | $65,510 | -15.1% | 164 | 0.0% | 0.02% | -15.4% | |
| BWA | BORGWARNER INC COMstock | $64,996 | -17.5% | 1,610 | 0.0% | 0.02% | -18.5% | |
| ANTM | ELEVANCE HEALTH INC COMstock | $65,313 | -2.0% | 150 | 0.0% | 0.02% | -4.3% | |
| QSR | RESTAURANT BRANDS INTL INC COMstock | $66,620 | -14.1% | 1,000 | 0.0% | 0.02% | -15.4% | |
| HAL | HALLIBURTON CO COMstock | $63,828 | +22.8% | 1,576 | 0.0% | 0.02% | +16.7% | |
| CHTR | Buy | CHARTER COMMUNICATIONS INC NEW CL Astock | $62,015 | +44.3% | 141 | +20.5% | 0.02% | +40.0% |
| Z | ZILLOW GROUP INC CL C CAP STKstock | $63,332 | -8.2% | 1,372 | 0.0% | 0.02% | -8.7% | |
| BXP | BOSTON PROPERTIES INC COMreit | $63,108 | +3.3% | 1,061 | 0.0% | 0.02% | 0.0% | |
| SMFG | SUMITOMO MITSUI FINL GROUP INC SPONSORED ADRadr | $64,321 | +14.5% | 6,530 | 0.0% | 0.02% | +10.5% | |
| SUI | Sell | SUN CMNTYS INCreit | $63,667 | -10.1% | 538 | -0.9% | 0.02% | -12.5% |
| NTR | Buy | NUTRIEN LTD COMstock | $63,922 | +12.6% | 1,035 | +7.7% | 0.02% | +10.5% |
| ALL | ALLSTATE CORP COMstock | $64,284 | +2.2% | 577 | 0.0% | 0.02% | 0.0% | |
| MOH | MOLINA HEALTHCARE INC COMstock | $64,266 | +8.8% | 196 | 0.0% | 0.02% | +5.0% | |
| TEVA | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADSadr | $62,302 | +35.5% | 6,108 | 0.0% | 0.02% | +31.2% | |
| HST | HOST HOTELS & RESORTS INC COMreit | $64,312 | -4.5% | 4,002 | 0.0% | 0.02% | -8.7% | |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $64,460 | -3.9% | 1,000 | 0.0% | 0.02% | -8.7% | |
| FMX | FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITSadr | $63,525 | -1.5% | 582 | 0.0% | 0.02% | -4.5% | |
| AON | AON PLC SHS CL Astock | $60,953 | -6.1% | 188 | 0.0% | 0.02% | -9.1% | |
| HSY | HERSHEY CO COMstock | $60,024 | -19.9% | 300 | 0.0% | 0.02% | -20.0% | |
| ORAN | ORANGE SPONSORED ADRadr | $60,897 | -1.3% | 5,300 | 0.0% | 0.02% | -4.8% | |
| UBS | UBS GROUP AG SHSstock | $60,565 | +21.6% | 2,457 | 0.0% | 0.02% | +17.6% | |
| AMAT | Buy | APPLIED MATLS INC COMstock | $61,056 | +6.7% | 441 | +11.4% | 0.02% | +5.3% |
| Buy | CONSTELLATION ENERGY CORP COMstock | $61,533 | +21.1% | 564 | +1.6% | 0.02% | +17.6% | |
| KNX | KNIGHT-SWIFT TRANSN HLDGS INC CL Astock | $58,274 | -9.7% | 1,162 | 0.0% | 0.02% | -13.6% | |
| EIX | EDISON INTL COMstock | $58,100 | -8.9% | 918 | 0.0% | 0.02% | -13.6% | |
| SPLG | Sell | SPDR PORTFOLIO S&P 500 ETFetf | $56,291 | -5.5% | 1,120 | -2.0% | 0.02% | -5.0% |
| FLOT | ISHARES FLOATING RATE BOND ETFetf | $57,455 | +0.1% | 1,129 | 0.0% | 0.02% | 0.0% | |
| YORW | New | YORK WTR CO COMstock | $56,235 | – | 1,500 | +100.0% | 0.02% | – |
| FPE | FIRST TRUST PREFERRED SECURITIES & INCOME ETFetf | $56,534 | 0.0% | 3,540 | 0.0% | 0.02% | 0.0% | |
| ARCC | ARES CAPITAL CORP COMcef | $55,782 | +3.6% | 2,865 | 0.0% | 0.02% | +5.6% | |
| VEU | Sell | VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDetf | $53,478 | -68.5% | 1,031 | -67.0% | 0.02% | -68.4% |
| DVY | ISHARES SELECT DIVIDEND ETFetf | $53,820 | -5.0% | 500 | 0.0% | 0.02% | -5.3% | |
| XLE | Buy | ENERGY SELECT SECTOR SPDR FUNDetf | $54,297 | +11.7% | 601 | +0.3% | 0.02% | +12.5% |
| UGA | UNITED STATES GASOLINE FUND LPetf | $55,078 | +8.0% | 814 | 0.0% | 0.02% | +5.9% | |
| VRTX | VERTEX PHARMACEUTICALS INC COMstock | $52,856 | -1.2% | 152 | 0.0% | 0.02% | 0.0% | |
| WDI | WESTERN ASSET DIVERSIFIED INCM COM SHS BEN INTcef | $52,960 | -1.7% | 4,000 | 0.0% | 0.02% | 0.0% | |
| DVA | DAVITA INC COMstock | $52,748 | -5.9% | 558 | 0.0% | 0.02% | -5.3% | |
| ZBH | ZIMMER BIOMET HOLDINGS INC COMstock | $53,866 | -22.9% | 480 | 0.0% | 0.02% | -25.0% | |
| D | Sell | DOMINION ENERGY INC COMstock | $54,162 | -32.2% | 1,212 | -21.3% | 0.02% | -33.3% |
| GRMN | GARMIN LTD SHSstock | $52,916 | +0.9% | 503 | 0.0% | 0.02% | 0.0% | |
| LQD | Sell | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf | $51,605 | -6.4% | 506 | -0.8% | 0.02% | -10.5% |
| RGLD | Sell | ROYAL GOLD INC COMstock | $51,676 | -8.7% | 486 | -1.4% | 0.02% | -10.5% |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETFetf | $51,709 | -3.9% | 1,044 | 0.0% | 0.02% | -5.6% | |
| SQ | Sell | BLOCK INC CL Astock | $50,279 | -35.1% | 1,136 | -2.4% | 0.02% | -34.6% |
| HOLX | HOLOGIC INC COMstock | $50,384 | -14.3% | 726 | 0.0% | 0.02% | -15.0% | |
| SDY | SPDR S&P DIVIDEND ETFetf | $49,799 | -6.2% | 433 | 0.0% | 0.02% | -5.6% | |
| CHD | CHURCH & DWIGHT CO INC COMstock | $50,397 | -8.6% | 550 | 0.0% | 0.02% | -10.5% | |
| DB | Buy | DEUTSCHE BANK A G NAMEN AKTstock | $51,686 | +9.4% | 4,703 | +4.8% | 0.02% | +6.2% |
| TAK | Buy | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADSadr | $52,220 | +9.4% | 3,376 | +11.1% | 0.02% | +6.2% |
| CC | CHEMOURS CO COMstock | $49,929 | -24.0% | 1,780 | 0.0% | 0.02% | -22.7% | |
| BAX | Sell | BAXTER INTL INC COMstock | $51,440 | -20.8% | 1,363 | -4.4% | 0.02% | -22.7% |
| OFC | COPT DEFENSE PROPERTIES SHS BEN INTreit | $52,426 | +0.3% | 2,200 | 0.0% | 0.02% | -5.6% | |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COMstock | $50,681 | -4.6% | 361 | 0.0% | 0.02% | -5.6% | |
| CCOI | COGENT COMMUNICATIONS HLDGS IN COM NEWstock | $49,396 | -8.0% | 798 | 0.0% | 0.02% | -11.1% | |
| IYG | ISHARES US FINANCIAL SERVICES ETFetf | $47,938 | -2.1% | 310 | 0.0% | 0.02% | -5.9% | |
| REGN | REGENERON PHARMACEUTICALS COMstock | $49,378 | +14.5% | 60 | 0.0% | 0.02% | +6.7% | |
| FS CREDIT OPPORTUNITIES CORP COMMON STOCKcef | $48,016 | +14.1% | 8,859 | 0.0% | 0.02% | +14.3% | ||
| SE | SEA LTD SPONSORD ADSadr | $47,730 | -24.3% | 1,086 | 0.0% | 0.02% | -23.8% | |
| MRNA | Sell | MODERNA INC COMstock | $48,753 | -28.9% | 472 | -16.3% | 0.02% | -30.4% |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETFetf | $48,902 | -4.8% | 1,117 | 0.0% | 0.02% | -5.9% | |
| OVV | OVINTIV INC COMstock | $47,570 | +25.0% | 1,000 | 0.0% | 0.02% | +23.1% | |
| VVV | VALVOLINE INC COMstock | $45,491 | -14.0% | 1,411 | 0.0% | 0.02% | -16.7% | |
| MO | Sell | ALTRIA GROUP INC COMstock | $45,120 | -20.0% | 1,073 | -13.8% | 0.02% | -21.1% |
| SPGI | S&P GLOBAL INC COMstock | $43,849 | -8.9% | 120 | 0.0% | 0.02% | -6.2% | |
| VGSH | VANGUARD SHORT-TERM TREASURY ETFetf | $43,661 | -0.2% | 758 | 0.0% | 0.02% | 0.0% | |
| EWT | ISHARES MSCI TAIWAN ETFetf | $44,639 | -5.3% | 1,002 | 0.0% | 0.02% | -6.2% | |
| NXPI | NXP SEMICONDUCTORS N V COMstock | $44,692 | -2.3% | 224 | 0.0% | 0.02% | 0.0% | |
| VIG | Sell | VANGUARD DIVIDEND APPRECIATION ETFetf | $45,432 | -10.3% | 292 | -6.4% | 0.02% | -11.8% |
| RLJ | RLJ LODGING TR COMreit | $44,055 | -4.7% | 4,500 | 0.0% | 0.02% | -6.2% | |
| PRU | PRUDENTIAL FINL INC COMstock | $43,554 | +7.6% | 459 | 0.0% | 0.02% | +7.1% | |
| ET | ENERGY TRANSFER L P COM UT LTD PTNstock | $43,619 | +10.5% | 3,109 | 0.0% | 0.02% | +15.4% | |
| TSN | TYSON FOODS INC CL Astock | $43,999 | -1.1% | 871 | 0.0% | 0.02% | 0.0% | |
| BSCN | INVESCO BULLETSHARES 2023 CORPORATE BOND ETFetf | $42,460 | +0.3% | 2,000 | 0.0% | 0.01% | 0.0% | |
| VNT | VONTIER CORPORATION COMstock | $42,608 | -4.0% | 1,378 | 0.0% | 0.01% | -6.7% | |
| CMI | CUMMINS INC COMstock | $42,950 | -6.8% | 188 | 0.0% | 0.01% | -12.5% | |
| BSCO | INVESCO BULLETSHARES 2024 CORPORATE BOND ETFetf | $41,340 | +0.5% | 2,000 | 0.0% | 0.01% | 0.0% | |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETFetf | $41,130 | -4.6% | 375 | 0.0% | 0.01% | -6.7% | |
| CB | Sell | CHUBB LIMITED COMstock | $41,220 | -9.7% | 198 | -16.5% | 0.01% | -6.7% |
| PTEN | PATTERSON-UTI ENERGY INC COMstock | $42,932 | +15.6% | 3,102 | 0.0% | 0.01% | +7.7% | |
| CBRE | CBRE GROUP INC CL Astock | $42,691 | -8.5% | 578 | 0.0% | 0.01% | -12.5% | |
| Sell | BROOKFIELD CORP CL A LTD VT SHstock | $40,964 | -19.6% | 1,310 | -13.5% | 0.01% | -17.6% | |
| FLRN | SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETFetf | $39,936 | +0.1% | 1,300 | 0.0% | 0.01% | 0.0% | |
| CRM | SALESFORCE INC COMstock | $39,339 | -4.0% | 194 | 0.0% | 0.01% | -7.1% | |
| NEM | Sell | NEWMONT CORP COMstock | $38,502 | -17.2% | 1,042 | -4.4% | 0.01% | -18.8% |
| BSCP | INVESCO BULLETSHARES 2025 CORPORATE BOND ETFetf | $40,220 | -0.1% | 2,000 | 0.0% | 0.01% | -7.1% | |
| PNC | PNC FINL SVCS GROUP INC COMstock | $38,673 | -2.5% | 315 | 0.0% | 0.01% | 0.0% | |
| SPIB | Sell | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFetf | $37,866 | -61.5% | 1,204 | -60.7% | 0.01% | -60.6% |
| PBR | PETROLEO BRASILEIRO SA PETROBR SPONSORED ADRadr | $34,627 | +8.4% | 2,310 | 0.0% | 0.01% | +9.1% | |
| FLO | FLOWERS FOODS INC COMstock | $36,863 | -10.9% | 1,662 | 0.0% | 0.01% | -14.3% | |
| TRGP | TARGA RES CORP COMstock | $35,917 | +12.6% | 419 | 0.0% | 0.01% | +9.1% | |
| FTAI INFRASTRUCTURE INC COMMON STOCKstock | $36,431 | -12.7% | 11,314 | 0.0% | 0.01% | -14.3% | ||
| TROW | PRICE T ROWE GROUP INC COMstock | $37,019 | -6.4% | 353 | 0.0% | 0.01% | -7.7% | |
| Sell | WARNER BROS DISCOVERY INC COM SER Astock | $37,196 | -15.4% | 3,425 | -2.3% | 0.01% | -20.0% | |
| ERF | ENERPLUS CORP COMstock | $37,376 | +21.8% | 2,120 | 0.0% | 0.01% | +20.0% | |
| KRE | SPDR S&P REGIONAL BANKING ETFetf | $34,251 | +2.3% | 820 | 0.0% | 0.01% | 0.0% | |
| AVB | AVALONBAY CMNTYS INC COMreit | $33,489 | -9.3% | 195 | 0.0% | 0.01% | -8.3% | |
| CARR | CARRIER GLOBAL CORPORATION COMstock | $32,402 | +11.0% | 587 | 0.0% | 0.01% | +10.0% | |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL Astock | $33,667 | +3.8% | 497 | 0.0% | 0.01% | 0.0% | |
| ICSH | Sell | BLACKROCK ULTRA SHORT-TERM BOND ETFetf | $32,747 | -58.6% | 650 | -58.7% | 0.01% | -59.3% |
| IVW | Sell | ISHARES S&P 500 GROWTH ETFetf | $33,594 | -58.3% | 491 | -57.1% | 0.01% | -59.3% |
| SU | Buy | SUNCOR ENERGY INC NEW COMstock | $32,145 | +42.2% | 935 | +21.3% | 0.01% | +37.5% |
| PYPL | Sell | PAYPAL HLDGS INC COMstock | $33,264 | -31.8% | 569 | -22.2% | 0.01% | -31.2% |
| OLN | OLIN CORP COM PAR $1stock | $32,787 | -2.7% | 656 | 0.0% | 0.01% | 0.0% | |
| DLR | DIGITAL RLTY TR INC COMreit | $31,611 | +6.3% | 261 | 0.0% | 0.01% | +10.0% | |
| BDX | BECTON DICKINSON & CO COMstock | $32,575 | -2.1% | 126 | 0.0% | 0.01% | 0.0% | |
| AEM | AGNICO EAGLE MINES LTD COMstock | $32,497 | -9.1% | 715 | 0.0% | 0.01% | -8.3% | |
| FPX | FIRST TR IPOX 100 INDEX FD SHSetf | $31,912 | -4.8% | 380 | 0.0% | 0.01% | 0.0% | |
| FTV | FORTIVE CORP COMstock | $33,224 | -0.8% | 448 | 0.0% | 0.01% | 0.0% | |
| IYM | ISHARES U.S. BASIC MATERIALS ETFetf | $29,054 | -5.1% | 230 | 0.0% | 0.01% | 0.0% | |
| TT | TRANE TECHNOLOGIES PLC SHSstock | $30,639 | +6.1% | 151 | 0.0% | 0.01% | 0.0% | |
| LRCX | LAM RESEARCH CORP COMstock | $31,339 | -2.5% | 50 | 0.0% | 0.01% | -9.1% | |
| IGSB | Buy | ISHARES 1-3 YR CREDIT BOND ETFetf | $30,182 | +0.1% | 606 | +0.8% | 0.01% | 0.0% |
| NGG | Buy | NATIONAL GRID PLC SPONSORED ADR NEadr | $30,134 | +2.2% | 497 | +13.5% | 0.01% | 0.0% |
| MCHP | MICROCHIP TECHNOLOGY INC. COMstock | $28,750 | -12.9% | 368 | 0.0% | 0.01% | -9.1% | |
| TFC | Sell | TRUIST FINL CORP COMstock | $27,600 | -7.3% | 965 | -1.6% | 0.01% | -10.0% |
| GPC | Sell | GENUINE PARTS CO COMstock | $27,972 | -55.5% | 194 | -47.8% | 0.01% | -57.1% |
| AAL | Sell | AMERICAN AIRLS GROUP INC COMstock | $28,413 | -39.5% | 2,218 | -15.2% | 0.01% | -43.8% |
| ABEV | Sell | AMBEV SA SPONSORED ADRadr | $26,445 | -36.8% | 10,250 | -22.1% | 0.01% | -35.7% |
| CWT | New | CALIFORNIA WTR SVC GROUP COMstock | $28,386 | – | 600 | +100.0% | 0.01% | – |
| ORA | ORMAT TECHNOLOGIES INC COMstock | $26,290 | -13.1% | 376 | 0.0% | 0.01% | -10.0% | |
| MHK | MOHAWK INDS INC COMstock | $25,743 | -16.8% | 300 | 0.0% | 0.01% | -10.0% | |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETFetf | $26,760 | -4.6% | 500 | 0.0% | 0.01% | 0.0% | |
| CINF | CINCINNATI FINL CORP COMstock | $27,311 | +5.1% | 267 | 0.0% | 0.01% | 0.0% | |
| EBAY | EBAY INC. COMstock | $26,322 | -1.3% | 597 | 0.0% | 0.01% | 0.0% | |
| ITW | Sell | ILLINOIS TOOL WKS INC COMstock | $27,767 | -55.9% | 121 | -52.0% | 0.01% | -57.1% |
| BOND | PIMCO ACTIVE BOND ETFetf | $25,931 | -4.1% | 295 | 0.0% | 0.01% | 0.0% | |
| Buy | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKstock | $25,720 | -14.0% | 378 | +2.7% | 0.01% | -10.0% | |
| FDS | FACTSET RESH SYS INC COMstock | $27,840 | +9.1% | 64 | 0.0% | 0.01% | 0.0% | |
| FOXA | FOX CORP CL A COMstock | $27,944 | -8.2% | 896 | 0.0% | 0.01% | -10.0% | |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL Astock | $24,237 | +4.2% | 280 | 0.0% | 0.01% | 0.0% | |
| RBLX | ROBLOX CORP CL Astock | $23,342 | -28.1% | 806 | 0.0% | 0.01% | -27.3% | |
| SPMD | SPDR PORTFOLIO S&P 400 MID CAP ETFetf | $22,552 | -4.6% | 515 | 0.0% | 0.01% | 0.0% | |
| AMERICA MOVIL SAB DE CV SPON ADS RP CL Badr | $23,624 | -20.0% | 1,364 | 0.0% | 0.01% | -20.0% | ||
| BTI | BRITISH AMERN TOB PLC SPONSORED ADRadr | $25,474 | -5.4% | 811 | 0.0% | 0.01% | -11.1% | |
| PDD | PDD HOLDINGS INC SPONSORED ADSadr | $24,518 | +41.8% | 250 | 0.0% | 0.01% | +33.3% | |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETFetf | $25,234 | -20.5% | 1,726 | 0.0% | 0.01% | -27.3% | |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC COMstock | $25,042 | -45.4% | 1,126 | -30.0% | 0.01% | -50.0% |
| NEU | NEWMARKET CORP COMstock | $22,752 | +13.2% | 50 | 0.0% | 0.01% | +14.3% | |
| UAL | UNITED AIRLS HLDGS INC COMstock | $25,126 | -22.9% | 594 | 0.0% | 0.01% | -27.3% | |
| XMLV | INVESCO S&P MIDCAP LOW VOLATILITY ETFetf | $23,159 | -5.0% | 471 | 0.0% | 0.01% | 0.0% | |
| EEM | ISHARES MSCI EMERGING MARKETS ETFetf | $23,074 | -4.1% | 608 | 0.0% | 0.01% | 0.0% | |
| MELI | MERCADOLIBRE INC COMstock | $25,358 | +7.0% | 20 | 0.0% | 0.01% | 0.0% | |
| EQR | EQUITY RESIDENTIAL SH BEN INTreit | $25,365 | -11.0% | 432 | 0.0% | 0.01% | -20.0% | |
| ENB | Buy | ENBRIDGE INC COMstock | $23,478 | +17.0% | 700 | +29.6% | 0.01% | +14.3% |
| TEL | TE CONNECTIVITY LTD SHSstock | $22,853 | -11.9% | 185 | 0.0% | 0.01% | -11.1% | |
| CCI | Buy | CROWN CASTLE INC COMreit | $23,836 | +0.6% | 259 | +24.5% | 0.01% | 0.0% |
| ICE | INTERCONTINENTAL EXCHANGE INC COMstock | $23,764 | -2.7% | 216 | 0.0% | 0.01% | 0.0% | |
| BLDR | BUILDERS FIRSTSOURCE INC COMstock | $23,404 | -8.5% | 188 | 0.0% | 0.01% | -11.1% | |
| BFB | BROWN FORMAN CORP CL Bstock | $22,614 | -13.6% | 392 | 0.0% | 0.01% | -11.1% | |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETFetf | $21,561 | -2.3% | 164 | 0.0% | 0.01% | 0.0% | |
| BIO | BIO RAD LABS INC CL Astock | $21,507 | -5.5% | 60 | 0.0% | 0.01% | -12.5% | |
| USB | Sell | US BANCORP DEL COM NEWstock | $22,084 | -6.0% | 668 | -6.0% | 0.01% | -12.5% |
| BLOK | AMPLIFY TRANSFORMATIONAL DATA SHARING ETFetf | $21,108 | -12.4% | 1,059 | 0.0% | 0.01% | -12.5% | |
| WCN | WASTE CONNECTIONS INC COMstock | $20,145 | -6.0% | 150 | 0.0% | 0.01% | 0.0% | |
| A | Buy | AGILENT TECHNOLOGIES INC COMstock | $21,022 | +74.8% | 188 | +88.0% | 0.01% | +75.0% |
| IBB | ISHARES BIOTECHNOLOGY ETFetf | $20,226 | -3.7% | 165 | 0.0% | 0.01% | 0.0% | |
| NEP | NEXTERA ENERGY PARTNERS LP COM UNIT PART INstock | $19,840 | -49.4% | 668 | 0.0% | 0.01% | -46.2% | |
| DOV | Sell | DOVER CORP COMstock | $21,806 | -53.7% | 156 | -51.1% | 0.01% | -56.2% |
| DG | Sell | DOLLAR GEN CORP NEW COMstock | $20,737 | -55.1% | 196 | -27.9% | 0.01% | -56.2% |
| URA | GLOBAL X FDS GLOBAL X URANIUM ETFNEWetf | $21,929 | +24.6% | 811 | 0.0% | 0.01% | +16.7% | |
| COMT | Sell | ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETFetf | $21,688 | -83.8% | 744 | -85.6% | 0.01% | -84.4% |
| ROST | Sell | ROSS STORES INC COMstock | $19,540 | -21.5% | 173 | -22.1% | 0.01% | -12.5% |
| LGLV | SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETFetf | $20,830 | -5.0% | 156 | 0.0% | 0.01% | 0.0% | |
| IR | INGERSOLL RAND INC COMstock | $19,689 | -2.5% | 309 | 0.0% | 0.01% | 0.0% | |
| CDW | CDW CORP COMstock | $20,176 | +10.0% | 100 | 0.0% | 0.01% | +16.7% | |
| SCHZ | SCHWAB US AGGREGATE BOND ETFetf | $20,655 | -4.2% | 467 | 0.0% | 0.01% | 0.0% | |
| XLF | FINANCIAL SELECT SECTOR SPDR FUNDetf | $20,201 | -1.6% | 609 | 0.0% | 0.01% | 0.0% | |
| SHOP | Buy | SHOPIFY INC CL Astock | $21,773 | +4.7% | 399 | +23.9% | 0.01% | 0.0% |
| BBJP | JPMORGAN BETABUILDERS JAPAN ETFetf | $19,694 | -2.5% | 392 | 0.0% | 0.01% | 0.0% | |
| FBT | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUNDetf | $21,513 | -4.4% | 147 | 0.0% | 0.01% | -12.5% | |
| MRVL | MARVELL TECHNOLOGY INC COMstock | $17,105 | -9.4% | 316 | 0.0% | 0.01% | 0.0% | |
| PICB | POWERSHARES INTERNATIONAL CORP BOND ETFetf | $18,678 | -3.8% | 898 | 0.0% | 0.01% | -14.3% | |
| LYB | Sell | LYONDELLBASELL INDUSTRIES N V SHS - A -stock | $17,993 | -1.0% | 190 | -4.0% | 0.01% | 0.0% |
| SWBI | SMITH & WESSON BRANDS INC COMstock | $19,326 | -1.0% | 1,497 | 0.0% | 0.01% | -14.3% | |
| FBND | FIDELITY TOTAL BOND ETFetf | $17,206 | -4.1% | 395 | 0.0% | 0.01% | 0.0% | |
| HAS | Sell | HASBRO INC COMstock | $17,979 | -13.1% | 272 | -15.0% | 0.01% | -14.3% |
| FALN | Sell | ISHARES FALLEN ANGELS USD BOND ETFetf | $17,038 | -63.1% | 687 | -62.3% | 0.01% | -62.5% |
| SPSM | SPDR PORTFOLIO S&P 600 SMALL CAP ETFetf | $17,343 | -5.0% | 470 | 0.0% | 0.01% | 0.0% | |
| New | LITHIUM AMERS CORP NEW COM SHSstock | $17,010 | – | 1,000 | +100.0% | 0.01% | – | |
| New | LIBERTY MEDIA CORP DEL COM LBTY ONE S Astock | $18,715 | – | 331 | +100.0% | 0.01% | – | |
| MNST | MONSTER BEVERAGE CORP NEW COMstock | $16,520 | -7.8% | 312 | 0.0% | 0.01% | 0.0% | |
| O | Sell | REALTY INCOME CORP COMreit | $17,829 | -32.4% | 357 | -19.0% | 0.01% | -33.3% |
| DHI | D R HORTON INC COMstock | $16,980 | -11.7% | 158 | 0.0% | 0.01% | -14.3% | |
| ZM | ZOOM VIDEO COMMUNICATIONS INC CL Astock | $17,485 | +3.0% | 250 | 0.0% | 0.01% | 0.0% | |
| GLW | CORNING INC COMstock | $17,916 | -13.0% | 588 | 0.0% | 0.01% | -14.3% | |
| ROK | Buy | ROCKWELL AUTOMATION INC COMstock | $18,582 | +15.1% | 65 | +32.7% | 0.01% | +20.0% |
| WMB | WILLIAMS COS INC COMstock | $16,845 | +3.2% | 500 | 0.0% | 0.01% | 0.0% | |
| WOPEY | Sell | WOODSIDE ENERGY GROUP LTD SPONSORED ADRadr | $16,722 | -10.9% | 718 | -11.2% | 0.01% | 0.0% |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITYetf | $18,797 | +6.0% | 213 | 0.0% | 0.01% | 0.0% | |
| WSM | WILLIAMS SONOMA INC COMstock | $16,939 | +24.2% | 109 | 0.0% | 0.01% | +20.0% | |
| TKR | TIMKEN CO COMstock | $17,711 | -19.7% | 241 | 0.0% | 0.01% | -14.3% | |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETFetf | $17,275 | -5.0% | 292 | 0.0% | 0.01% | 0.0% | |
| EQNR | EQUINOR ASA SPONSORED ADRadr | $17,543 | +12.3% | 535 | 0.0% | 0.01% | +20.0% | |
| CNP | CENTERPOINT ENERGY INC COMstock | $16,916 | -7.9% | 630 | 0.0% | 0.01% | 0.0% | |
| VOOG | VANGUARD S&P 500 GROWTH ETFetf | $18,760 | -2.9% | 76 | 0.0% | 0.01% | -14.3% | |
| BRKR | BRUKER CORP COMstock | $17,070 | -15.7% | 274 | 0.0% | 0.01% | -14.3% | |
| RPM | RPM INTL INC COMstock | $15,075 | +5.7% | 159 | 0.0% | 0.01% | 0.0% | |
| MEAR | Sell | BLACKROCK SHORT MATURITY MUNICIPAL BOND ETFetf | $15,591 | -79.2% | 313 | -79.1% | 0.01% | -80.0% |
| PEAK | HEALTHPEAK PROPERTIES INC COMreit | $13,715 | -8.7% | 747 | 0.0% | 0.01% | 0.0% | |
| EHC | ENCOMPASS HEALTH CORP COMstock | $13,537 | -0.8% | 202 | 0.0% | 0.01% | 0.0% | |
| STRIVE U.S. ENERGY ETFetf | $15,642 | +9.9% | 520 | 0.0% | 0.01% | 0.0% | ||
| PGR | PROGRESSIVE CORP COMstock | $13,512 | +5.2% | 97 | 0.0% | 0.01% | +25.0% | |
| DAR | Buy | DARLING INGREDIENTS INC COMstock | $14,877 | -13.6% | 285 | +5.6% | 0.01% | -16.7% |
| SIGMA LITHIUM CORPORATION COMstock | $14,728 | -19.5% | 454 | 0.0% | 0.01% | -16.7% | ||
| XLV | Sell | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $14,419 | -37.6% | 112 | -35.6% | 0.01% | -37.5% |
| IVZ | INVESCO LTD SHSstock | $13,794 | -13.6% | 950 | 0.0% | 0.01% | 0.0% | |
| CZR | Buy | CAESARS ENTERTAINMENT INC NEW COMstock | $13,627 | +33.7% | 294 | +47.0% | 0.01% | +66.7% |
| BTT | BLACKROCK MUN TARGET TERM TR COM SHS BEN INcef | $14,558 | -6.6% | 750 | 0.0% | 0.01% | 0.0% | |
| New | KENVUE INC COMstock | $13,956 | – | 695 | +100.0% | 0.01% | – | |
| KDP | KEURIG DR PEPPER INC COMstock | $14,270 | +1.0% | 452 | 0.0% | 0.01% | 0.0% | |
| VT | VANGUARD TOTAL WORLD STOCK ETFetf | $14,447 | -3.9% | 155 | 0.0% | 0.01% | 0.0% | |
| JACOBS SOLUTIONS INC COMstock | $12,831 | +14.8% | 94 | 0.0% | 0.00% | 0.0% | ||
| ACI | ALBERTSONS COS INC COMMON STOCKstock | $12,035 | +4.3% | 529 | 0.0% | 0.00% | 0.0% | |
| COHEN & STEERS REAL ESTATE OPP SHS BENFIN INTcef | $13,050 | -5.3% | 1,000 | 0.0% | 0.00% | -20.0% | ||
| SEE | Buy | SEALED AIR CORP NEW COMstock | $13,440 | +21.3% | 409 | +47.7% | 0.00% | 0.0% |
| MFC | MANULIFE FINL CORP COMstock | $13,052 | -3.3% | 714 | 0.0% | 0.00% | -20.0% | |
| NOK | NOKIA CORP SPONSORED ADRadr | $12,465 | -10.1% | 3,333 | 0.0% | 0.00% | -20.0% | |
| NMR | NOMURA HLDGS INC SPONSORED ADRadr | $11,208 | +5.0% | 2,788 | 0.0% | 0.00% | 0.0% | |
| HPE | HEWLETT PACKARD ENTERPRISE CO COMstock | $11,482 | +3.4% | 661 | 0.0% | 0.00% | 0.0% | |
| DRAFTKINGS INC NEW COM CL Astock | $11,776 | +10.8% | 400 | 0.0% | 0.00% | 0.0% | ||
| GXO LOGISTICS INCORPORATED COMMON STOCKstock | $11,085 | -6.6% | 189 | 0.0% | 0.00% | 0.0% | ||
| OTIS | OTIS WORLDWIDE CORP COMstock | $11,404 | -9.8% | 142 | 0.0% | 0.00% | 0.0% | |
| HPQ | HP INC COMstock | $12,053 | -16.3% | 469 | 0.0% | 0.00% | -20.0% | |
| MKL | MARKEL GROUP INC COMstock | $13,252 | +6.5% | 9 | 0.0% | 0.00% | 0.0% | |
| FUTY | FIDELITY MSCI UTILITIES INDEX ETFetf | $11,604 | -10.3% | 306 | 0.0% | 0.00% | 0.0% | |
| IP | INTERNATIONAL PAPER CO COMstock | $12,415 | +11.5% | 350 | 0.0% | 0.00% | 0.0% | |
| TAP | MOLSON COORS BEVERAGE CO CL Bstock | $11,383 | -3.4% | 179 | 0.0% | 0.00% | 0.0% | |
| IYW | ISHARES U.S. TECHNOLOGY ETFetf | $10,912 | -3.6% | 104 | 0.0% | 0.00% | 0.0% | |
| RCI | ROGERS COMMUNICATIONS INC CL Bstock | $10,788 | -15.9% | 281 | 0.0% | 0.00% | 0.0% | |
| SON | SONOCO PRODS CO COMstock | $13,488 | -7.9% | 248 | 0.0% | 0.00% | -20.0% | |
| WSO | WATSCO INC COMstock | $13,220 | -1.0% | 35 | 0.0% | 0.00% | -20.0% | |
| LII | LENNOX INTL INC COMstock | $12,357 | +14.8% | 33 | 0.0% | 0.00% | 0.0% | |
| GNTX | GENTEX CORP COMstock | $10,690 | +11.2% | 329 | 0.0% | 0.00% | +33.3% | |
| ORI | OLD REP INTL CORP COMstock | $13,470 | +7.0% | 500 | 0.0% | 0.00% | 0.0% | |
| JBL | JABIL INC COMstock | $12,943 | +17.6% | 102 | 0.0% | 0.00% | 0.0% | |
| HL | HECLA MNG CO COMstock | $11,347 | -24.1% | 2,902 | 0.0% | 0.00% | -20.0% | |
| BCE | Sell | BCE INC COM NEWstock | $11,498 | -36.9% | 301 | -24.8% | 0.00% | -33.3% |
| SONO | SONOS INC COMstock | $12,071 | -20.9% | 935 | 0.0% | 0.00% | -20.0% | |
| EWBC | EAST WEST BANCORP INC COMstock | $10,542 | -0.2% | 200 | 0.0% | 0.00% | 0.0% | |
| SPYD | SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETFetf | $7,996 | -5.4% | 228 | 0.0% | 0.00% | 0.0% | |
| HALEON PLC SPON ADSadr | $9,121 | -0.6% | 1,095 | 0.0% | 0.00% | 0.0% | ||
| ES | Buy | EVERSOURCE ENERGY COMstock | $8,199 | +80.6% | 141 | +120.3% | 0.00% | +50.0% |
| MET | Sell | METLIFE INC COMstock | $8,996 | -41.3% | 143 | -47.2% | 0.00% | -40.0% |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COMstock | $10,157 | -14.4% | 149 | 0.0% | 0.00% | -25.0% | |
| ENR | ENERGIZER HLDGS INC NEW COMstock | $9,484 | -4.6% | 296 | 0.0% | 0.00% | 0.0% | |
| LTHM | LIVENT CORP COMstock | $7,843 | -32.9% | 426 | 0.0% | 0.00% | -25.0% | |
| EW | Sell | EDWARDS LIFESCIENCES CORP COMstock | $9,145 | -33.1% | 132 | -9.0% | 0.00% | -40.0% |
| STE | STERIS PLC SHS USDstock | $10,313 | -2.5% | 47 | 0.0% | 0.00% | -25.0% | |
| NBXG | NEUBERGER BERMAN NEXT GENERATI COMMON STOCKcef | $10,420 | -4.5% | 1,000 | 0.0% | 0.00% | -25.0% | |
| HYG | ISHARES IBOXX HIGH YIELD CORPORATE BOND ETFetf | $7,888 | -1.8% | 107 | 0.0% | 0.00% | 0.0% | |
| ARE | Buy | ALEXANDRIA REAL ESTATE EQ INC COMreit | $8,609 | +321.4% | 86 | +377.8% | 0.00% | +200.0% |
| NVG | NUVEEN AMT FREE MUN CR INC FD COMcef | $10,083 | -11.9% | 978 | 0.0% | 0.00% | -25.0% | |
| NPCT | NUVEEN CORE PLUS IMPACT FUND COM BEN INTcef | $9,160 | -8.1% | 1,000 | 0.0% | 0.00% | 0.0% | |
| ZION | New | ZIONS BANCORPORATION N A COMstock | $10,083 | – | 289 | +100.0% | 0.00% | – |
| IEI | ISHARES 3-7 YR TREASURY BOND ETFetf | $7,695 | -1.8% | 68 | 0.0% | 0.00% | 0.0% | |
| OGS | ONE GAS INC COMstock | $9,218 | -11.1% | 135 | 0.0% | 0.00% | -25.0% | |
| DBA | POWERSHARES DB AGRICULTUREetf | $9,078 | +1.6% | 424 | 0.0% | 0.00% | 0.0% | |
| BBCA | JPMORGAN BETABUILDERS CANADA ETFetf | $8,083 | -5.1% | 139 | 0.0% | 0.00% | 0.0% | |
| ALSN | ALLISON TRANSMISSION HLDGS INC COMstock | $8,623 | +4.6% | 146 | 0.0% | 0.00% | 0.0% | |
| WTFC | WINTRUST FINL CORP COMstock | $7,550 | +4.0% | 100 | 0.0% | 0.00% | +50.0% | |
| STPZ | PIMCO 1-5 YEAR US TIPS INDEX FUNDetf | $9,166 | -0.4% | 183 | 0.0% | 0.00% | 0.0% | |
| APH | AMPHENOL CORP NEW CL Astock | $7,979 | -1.1% | 95 | 0.0% | 0.00% | 0.0% | |
| VOD | Sell | VODAFONE GROUP PLC NEW SPONSORED ADRadr | $9,200 | -20.5% | 970 | -20.8% | 0.00% | -25.0% |
| VTRS | VIATRIS INC COMstock | $10,353 | -1.2% | 1,050 | 0.0% | 0.00% | -25.0% | |
| LADR | LADDER CAP CORP CL Areit | $9,070 | -5.4% | 884 | 0.0% | 0.00% | 0.0% | |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETFetf | $8,382 | -3.2% | 60 | 0.0% | 0.00% | 0.0% | |
| KSS | KOHLS CORP COMstock | $7,755 | -9.1% | 370 | 0.0% | 0.00% | 0.0% | |
| FEUZ | FIRST TRUST EUROZONE ALPHADEX ETFetf | $8,007 | -5.4% | 215 | 0.0% | 0.00% | 0.0% | |
| CLX | CLOROX CO DEL COMstock | $10,092 | -17.6% | 77 | 0.0% | 0.00% | -25.0% | |
| AVT | AVNET INC COMstock | $9,638 | -4.5% | 200 | 0.0% | 0.00% | 0.0% | |
| UPST | UPSTART HLDGS INC COMstock | $8,562 | -20.3% | 300 | 0.0% | 0.00% | -25.0% | |
| X | UNITED STATES STL CORP NEW COMstock | $8,182 | +29.9% | 252 | 0.0% | 0.00% | +50.0% | |
| CTRE | CARETRUST REIT INC COMreit | $9,629 | +3.2% | 470 | 0.0% | 0.00% | 0.0% | |
| CADENCE BANK COMstock | $8,625 | +8.0% | 406 | 0.0% | 0.00% | 0.0% | ||
| STM | STMICROELECTRONICS N V NY REGISTRYadr | $7,656 | -13.7% | 177 | 0.0% | 0.00% | 0.0% | |
| SMG | Sell | SCOTTS MIRACLE-GRO CO CL Astock | $7,752 | -41.5% | 150 | -28.9% | 0.00% | -25.0% |
| TRV | TRAVELERS COMPANIES INC COMstock | $8,166 | -6.0% | 50 | 0.0% | 0.00% | 0.0% | |
| BSBR | BANCO SANTANDER BRASIL S A ADS REP 1 UNITadr | $7,541 | -19.3% | 1,470 | 0.0% | 0.00% | 0.0% | |
| HUN | Buy | HUNTSMAN CORP COMstock | $10,397 | +35.0% | 426 | +49.5% | 0.00% | 0.0% |
| SLGN | SILGAN HLDGS INC COMstock | $10,002 | -8.1% | 232 | 0.0% | 0.00% | -25.0% | |
| Sell | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHSstock | $10,169 | -17.8% | 305 | -19.5% | 0.00% | -25.0% | |
| MDC | M D C HLDGS INC COMstock | $10,472 | -11.9% | 254 | 0.0% | 0.00% | -25.0% | |
| MMT | MFS MULTIMARKET INCOME TR SH BEN INTcef | $8,571 | -5.5% | 2,012 | 0.0% | 0.00% | 0.0% | |
| UBER | UBER TECHNOLOGIES INC COMstock | $4,783 | +6.5% | 104 | 0.0% | 0.00% | 0.0% | |
| STT | Buy | STATE STR CORP COMstock | $5,297 | -7.7% | 79 | +1.3% | 0.00% | 0.0% |
| New | FORTREA HLDGS INC COMMON STOCKstock | $5,661 | – | 198 | +100.0% | 0.00% | – | |
| NNN | NNN REIT INC COMreit | $5,246 | -17.4% | 148 | 0.0% | 0.00% | 0.0% | |
| VRT | New | VERTIV HOLDINGS CO COM CL Astock | $4,724 | – | 127 | +100.0% | 0.00% | – |
| FHI | FEDERATED HERMES INC CL Bstock | $4,708 | -5.5% | 139 | 0.0% | 0.00% | 0.0% | |
| PPL | PPL CORP COMstock | $4,594 | -11.0% | 195 | 0.0% | 0.00% | 0.0% | |
| ARCHER AVIATION INC COM CL Astock | $7,251 | +22.8% | 1,433 | 0.0% | 0.00% | 0.0% | ||
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $5,291 | +4.1% | 61 | 0.0% | 0.00% | 0.0% | |
| GDRX | GOODRX HLDGS INC COM CL Astock | $5,630 | +2.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| DBC | DB COMMODITY INDEX TRACKINGetf | $4,767 | +9.9% | 191 | 0.0% | 0.00% | +100.0% | |
| STX | Buy | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSstock | $7,057 | +418.5% | 107 | +386.4% | 0.00% | – |
| AVY | New | AVERY DENNISON CORP COMstock | $4,932 | – | 27 | +100.0% | 0.00% | – |
| ZBRA | Sell | ZEBRA TECHNOLOGIES CORPORATION CL Astock | $6,150 | -30.7% | 26 | -13.3% | 0.00% | -33.3% |
| CNYA | ISHARES MSCI CHINA A ETFetf | $7,031 | -3.2% | 249 | 0.0% | 0.00% | 0.0% | |
| BMBL | BUMBLE INC COM CL Astock | $5,192 | -11.1% | 348 | 0.0% | 0.00% | 0.0% | |
| ROKU | New | ROKU INC COM CL Astock | $5,647 | – | 80 | +100.0% | 0.00% | – |
| MUFG | MITSUBISHI UFJ FINL GROUP INC SPONSORED ADSadr | $5,128 | +15.2% | 604 | 0.0% | 0.00% | 0.0% | |
| MSTR | MICROSTRATEGY INC CL A NEWstock | $6,894 | -4.1% | 21 | 0.0% | 0.00% | 0.0% | |
| UEC | URANIUM ENERGY CORP COMstock | $6,438 | +51.5% | 1,250 | 0.0% | 0.00% | +100.0% | |
| EQIX | Buy | EQUINIX INC COMreit | $6,536 | +316.8% | 9 | +350.0% | 0.00% | +100.0% |
| FLEX | FLEX LTD ORDstock | $7,204 | -2.4% | 267 | 0.0% | 0.00% | 0.0% | |
| CNC | Buy | CENTENE CORP DEL COMstock | $5,442 | +8022.4% | 79 | +7800.0% | 0.00% | – |
| PAYC | PAYCOM SOFTWARE INC COMstock | $4,926 | -19.3% | 19 | 0.0% | 0.00% | 0.0% | |
| CLF | New | CLEVELAND-CLIFFS INC NEW COMstock | $4,533 | – | 290 | +100.0% | 0.00% | – |
| RF | Sell | REGIONS FINANCIAL CORP NEW COMstock | $4,833 | -48.4% | 281 | -46.6% | 0.00% | -33.3% |
| LEA | New | LEAR CORP COM NEWstock | $4,697 | – | 35 | +100.0% | 0.00% | – |
| ENGAGESMART INC COMMON STOCKstock | $5,397 | -5.8% | 300 | 0.0% | 0.00% | 0.0% | ||
| FWRD | FORWARD AIR CORP COMstock | $6,874 | -35.2% | 100 | 0.0% | 0.00% | -50.0% | |
| HUBB | New | HUBBELL INC COMstock | $4,701 | – | 15 | +100.0% | 0.00% | – |
| VB | VANGUARD SMALL-CAP ETFetf | $7,185 | -4.9% | 38 | 0.0% | 0.00% | -33.3% | |
| CORE LABORATORIES INC COMstock | $4,994 | +3.3% | 208 | 0.0% | 0.00% | 0.0% | ||
| ABNB | AIRBNB INC COM CL Astock | $6,174 | +7.1% | 45 | 0.0% | 0.00% | 0.0% | |
| IWB | ISHARES RUSSELL 1000 ETFetf | $6,108 | -3.6% | 26 | 0.0% | 0.00% | 0.0% | |
| DGX | QUEST DIAGNOSTICS INC COMstock | $4,996 | -13.3% | 41 | 0.0% | 0.00% | 0.0% | |
| ABC | New | CENCORA INC COMstock | $5,039 | – | 28 | +100.0% | 0.00% | – |
| UMC | New | UNITED MICROELECTRONICS CORP SPON ADR NEWadr | $4,808 | – | 681 | +100.0% | 0.00% | – |
| EXR | EXTRA SPACE STORAGE INC COMreit | $6,930 | -18.3% | 57 | 0.0% | 0.00% | -33.3% | |
| FAST | FASTENAL CO COMstock | $5,683 | -7.4% | 104 | 0.0% | 0.00% | 0.0% | |
| MCHI | ISHARES MSCI CHINA ETFetf | $7,489 | -3.2% | 173 | 0.0% | 0.00% | -33.3% | |
| HBAN | HUNTINGTON BANCSHARES INC COMstock | $7,457 | -3.5% | 717 | 0.0% | 0.00% | -33.3% | |
| APPF | APPFOLIO INC COM CL Astock | $5,479 | +6.1% | 30 | 0.0% | 0.00% | 0.0% | |
| PII | POLARIS INC COMstock | $5,449 | -13.9% | 52 | 0.0% | 0.00% | 0.0% | |
| POST | POST HLDGS INC COMstock | $7,374 | -1.0% | 86 | 0.0% | 0.00% | -33.3% | |
| RWO | SPDR DJ GLOBAL REAL ESTATE ETFetf | $7,067 | -7.0% | 185 | 0.0% | 0.00% | -33.3% | |
| WPC | WP CAREY INC COMreit | $6,976 | -20.0% | 129 | 0.0% | 0.00% | -33.3% | |
| MARA | MARATHON DIGITAL HOLDINGS INC COMstock | $2,210 | -38.7% | 260 | 0.0% | 0.00% | 0.0% | |
| HUT | HUT 8 MNG CORP COMstock | $2,241 | -40.9% | 1,149 | 0.0% | 0.00% | 0.0% | |
| KLAC | KLA CORP COM NEWstock | $2,293 | -5.4% | 5 | 0.0% | 0.00% | 0.0% | |
| ING | New | ING GROEP N.V. SPONSORED ADRadr | $2,728 | – | 207 | +100.0% | 0.00% | – |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFetf | $2,707 | -1.7% | 78 | 0.0% | 0.00% | 0.0% | |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADRadr | $1,554 | +4.9% | 193 | 0.0% | 0.00% | 0.0% | |
| EEMV | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETFetf | $3,094 | -3.0% | 58 | 0.0% | 0.00% | 0.0% | |
| ENS | ENERSYS COMstock | $3,408 | -12.8% | 36 | 0.0% | 0.00% | 0.0% | |
| NRG | New | NRG ENERGY INC COM NEWstock | $3,043 | – | 79 | +100.0% | 0.00% | – |
| FHN | FIRST HORIZON CORPORATION COMstock | $3,152 | -2.2% | 286 | 0.0% | 0.00% | 0.0% | |
| AVAV | AEROVIRONMENT INC COMstock | $3,680 | +9.0% | 33 | 0.0% | 0.00% | 0.0% | |
| PEBO | PEOPLES BANCORP INC COMstock | $4,112 | -4.4% | 162 | 0.0% | 0.00% | 0.0% | |
| GPN | GLOBAL PMTS INC COMstock | $1,962 | +17.1% | 17 | 0.0% | 0.00% | 0.0% | |
| PERMIAN RESOURCES CORP CLASS A COMstock | $4,062 | +27.4% | 291 | 0.0% | 0.00% | 0.0% | ||
| LVS | LAS VEGAS SANDS CORP COMstock | $2,475 | -21.0% | 54 | 0.0% | 0.00% | 0.0% | |
| WDAY | WORKDAY INC CL Astock | $1,504 | -4.9% | 7 | 0.0% | 0.00% | 0.0% | |
| PAAS | PAN AMERN SILVER CORP COMstock | $2,085 | -0.7% | 144 | 0.0% | 0.00% | 0.0% | |
| PLL | PIEDMONT LITHIUM INC COMstock | $3,097 | -31.2% | 78 | 0.0% | 0.00% | -50.0% | |
| AOUT | AMERICAN OUTDOOR BRANDS INC COMstock | $3,658 | +12.7% | 374 | 0.0% | 0.00% | 0.0% | |
| MUNI | PIMCO ETF TR INTER MUN BD STRATEGY FDetf | $2,003 | -2.6% | 40 | 0.0% | 0.00% | 0.0% | |
| AME | AMETEK INC COMstock | $1,625 | -8.8% | 11 | 0.0% | 0.00% | 0.0% | |
| PAGP | PLAINS GP HLDGS L P LTD PARTNR INT Astock | $3,982 | +8.7% | 247 | 0.0% | 0.00% | 0.0% | |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETFetf | $3,457 | -3.4% | 53 | 0.0% | 0.00% | 0.0% | |
| HBI | HANESBRANDS INC COMstock | $1,647 | -12.8% | 416 | 0.0% | 0.00% | 0.0% | |
| NGE | GLOBAL X FUNDS GLOBAL X NIGERIA INDEX ETFetf | $3,602 | -15.9% | 420 | 0.0% | 0.00% | 0.0% | |
| GPS | GAP INC COMstock | $3,221 | +19.0% | 303 | 0.0% | 0.00% | 0.0% | |
| ICL | New | ICL GROUP LTD SHSstock | $4,312 | – | 777 | +100.0% | 0.00% | – |
| XHR | XENIA HOTELS & RESORTS INC COMreit | $3,240 | -4.3% | 275 | 0.0% | 0.00% | 0.0% | |
| COIN | COINBASE GLOBAL INC COM CL Astock | $3,679 | +4.9% | 49 | 0.0% | 0.00% | 0.0% | |
| PSTG | PURE STORAGE INC CL Astock | $1,852 | -3.3% | 52 | 0.0% | 0.00% | 0.0% | |
| XYL | XYLEM INC COMstock | $3,186 | -19.2% | 35 | 0.0% | 0.00% | 0.0% | |
| TDY | TELEDYNE TECHNOLOGIES INC COMstock | $2,860 | -0.6% | 7 | 0.0% | 0.00% | 0.0% | |
| ETR | Sell | ENTERGY CORP NEW COMstock | $4,255 | -62.0% | 46 | -60.0% | 0.00% | -75.0% |
| DXCM | DEXCOM INC COMstock | $2,053 | -27.4% | 22 | 0.0% | 0.00% | 0.0% | |
| ON | ON SEMICONDUCTOR CORP COMstock | $3,067 | -1.7% | 33 | 0.0% | 0.00% | 0.0% | |
| LPLA | LPL FINL HLDGS INC COMstock | $2,852 | +9.3% | 12 | 0.0% | 0.00% | 0.0% | |
| BELLRING BRANDS INC COMMON STOCKstock | $4,494 | +12.7% | 109 | 0.0% | 0.00% | 0.0% | ||
| RAIL | FREIGHTCAR AMER INC COMstock | $2,670 | -10.4% | 1,000 | 0.0% | 0.00% | 0.0% | |
| VCLT | VANGUARD LONG TERM CORP BOND FD ETFetf | $3,867 | -8.8% | 54 | 0.0% | 0.00% | 0.0% | |
| TEX | TEREX CORP NEW COMstock | $2,679 | -3.7% | 47 | 0.0% | 0.00% | 0.0% | |
| DOX | AMDOCS LTD SHSstock | $1,690 | -14.5% | 20 | 0.0% | 0.00% | 0.0% | |
| New | ANGLOGOLD ASHANTI PLC COM SHSstock | $4,013 | – | 254 | +100.0% | 0.00% | – | |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETFetf | $2,155 | -4.9% | 8 | 0.0% | 0.00% | 0.0% | |
| CTAS | CINTAS CORP COMstock | $2,405 | -3.2% | 5 | 0.0% | 0.00% | 0.0% | |
| DFS | DISCOVER FINL SVCS COMstock | $3,812 | -25.9% | 44 | 0.0% | 0.00% | -50.0% | |
| KNSL | KINSALE CAP GROUP INC COMstock | $1,657 | +10.7% | 4 | 0.0% | 0.00% | 0.0% | |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $2,773 | -3.8% | 57 | 0.0% | 0.00% | 0.0% | |
| ADSK | AUTODESK INC COMstock | $2,276 | +1.1% | 11 | 0.0% | 0.00% | 0.0% | |
| SLYG | Sell | SPDR S&P 600 SMALL CAP GROWTH ETFetf | $1,832 | -71.7% | 25 | -70.2% | 0.00% | -50.0% |
| BND | VANGUARD TOTAL BOND MARKET ETFetf | $4,187 | -4.0% | 60 | 0.0% | 0.00% | 0.0% | |
| BYND | BEYOND MEAT INC COMstock | $3,896 | -25.9% | 405 | 0.0% | 0.00% | -50.0% | |
| SPTL | SPDR PORTFOLIO LONG TERM TREASURY ETFetf | $3,112 | -12.5% | 119 | 0.0% | 0.00% | 0.0% | |
| NWE | New | NORTHWESTERN ENERGY GROUP INC COM NEWstock | $3,364 | – | 70 | +100.0% | 0.00% | – |
| JD | JD.COM INC SPON ADR CL Aadr | $3,030 | -14.6% | 104 | 0.0% | 0.00% | 0.0% | |
| AES | AES CORP COMstock | $1,550 | -26.7% | 102 | 0.0% | 0.00% | 0.0% | |
| NTRS | NORTHERN TR CORP COMstock | $2,779 | -6.3% | 40 | 0.0% | 0.00% | 0.0% | |
| IPAC | ISHARES CORE MSCI PACIFIC ETFetf | $2,724 | -3.2% | 49 | 0.0% | 0.00% | 0.0% | |
| NKLA | NIKOLA CORP COMstock | $1,627 | +13.8% | 1,036 | 0.0% | 0.00% | – | |
| HUBS | HUBSPOT INC COMstock | $3,940 | -7.4% | 8 | 0.0% | 0.00% | 0.0% | |
| MPW | Sell | MEDICAL PPTYS TRUST INC COMreit | $2,017 | -52.0% | 370 | -18.5% | 0.00% | 0.0% |
| MSCI | MSCI INC COMstock | $2,052 | +9.3% | 4 | 0.0% | 0.00% | 0.0% | |
| FIS | Sell | FIDELITY NATL INFORMATION SVCS COMstock | $3,924 | -52.2% | 71 | -52.7% | 0.00% | -66.7% |
| HZNP | HORIZON THERAPEUTICS PUB L SHSstock | $1,504 | +12.5% | 13 | 0.0% | 0.00% | – | |
| LUMN | LUMEN TECHNOLOGIES INC COMstock | $2,244 | -37.2% | 1,580 | 0.0% | 0.00% | 0.0% | |
| BWXT | BWX TECHNOLOGIES INC COMstock | $3,749 | +4.7% | 50 | 0.0% | 0.00% | 0.0% | |
| JCI | JOHNSON CTLS INTL PLC SHSstock | $1,596 | -21.9% | 30 | 0.0% | 0.00% | 0.0% | |
| MGY | MAGNOLIA OIL & GAS CORP CL Astock | $4,399 | +9.6% | 192 | 0.0% | 0.00% | 0.0% | |
| IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETFetf | $4,446 | -1.9% | 185 | 0.0% | 0.00% | -50.0% | |
| UGI | UGI CORP NEW COMstock | $3,381 | -14.7% | 147 | 0.0% | 0.00% | 0.0% | |
| AAP | Sell | ADVANCE AUTO PARTS INC COMstock | $1,958 | -26.7% | 35 | -7.9% | 0.00% | 0.0% |
| SQM | SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER Badr | $60 | -17.8% | 1 | 0.0% | 0.00% | – | |
| PI | IMPINJ INC COMstock | $55 | -38.9% | 1 | 0.0% | 0.00% | – | |
| ITT | ITT INC COMstock | $490 | +5.2% | 5 | 0.0% | 0.00% | – | |
| GSY | INVESCO ULTRA SHORT DURATION ETFetf | $646 | +0.2% | 13 | 0.0% | 0.00% | – | |
| JBHT | HUNT J B TRANS SVCS INC COMstock | $1,320 | +4.2% | 7 | 0.0% | 0.00% | – | |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETFetf | $176 | -6.4% | 3 | 0.0% | 0.00% | – | |
| SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFetf | $745 | -5.2% | 19 | 0.0% | 0.00% | – | |
| IONS | IONIS PHARMACEUTICALS INC COMstock | $907 | +10.5% | 20 | 0.0% | 0.00% | – | |
| HWM | HOWMET AEROSPACE INC COMstock | $1,388 | -6.7% | 30 | 0.0% | 0.00% | -100.0% | |
| HRL | HORMEL FOODS CORP COMstock | $76 | -5.0% | 2 | 0.0% | 0.00% | – | |
| HXL | HEXCEL CORP NEW COMstock | $195 | -14.5% | 3 | 0.0% | 0.00% | – | |
| HTBK | HERITAGE COMM CORP COMstock | $102 | +3.0% | 12 | 0.0% | 0.00% | – | |
| HSTM | HEALTHSTREAM INC COMstock | $43 | -12.2% | 2 | 0.0% | 0.00% | – | |
| TLT | ISHARES 20 YR TREASURY ETFetf | $355 | -13.8% | 4 | 0.0% | 0.00% | – | |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETFetf | $405 | 0.0% | 5 | 0.0% | 0.00% | – | |
| HRMY | HARMONY BIOSCIENCES HLDGS INC COMstock | $33 | -5.7% | 1 | 0.0% | 0.00% | – | |
| HALO | HALOZYME THERAPEUTICS INC COMstock | $38 | +5.6% | 1 | 0.0% | 0.00% | – | |
| IYH | ISHARES TR DOW JONES U S HEALTHCAREetf | $810 | -3.7% | 3 | 0.0% | 0.00% | – | |
| HDB | HDFC BANK LTD SPONSORED ADSadr | $59 | -15.7% | 1 | 0.0% | 0.00% | – | |
| SUPV | GRUPO SUPERVIELLE S.A. SPONSORED ADRadr | $7 | -22.2% | 3 | 0.0% | 0.00% | – | |
| PAC | GRUPO AEROPUERTO DEL PACIFICO SPON ADR Badr | $329 | -7.8% | 2 | 0.0% | 0.00% | – | |
| TV | GRUPO TELEVISA S A B SPON ADR REP ORDadr | $58 | -40.2% | 19 | 0.0% | 0.00% | – | |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETFetf | $98 | -11.7% | 1 | 0.0% | 0.00% | – | |
| GFI | GOLD FIELDS LTD SPONSORED ADRadr | $33 | -19.5% | 3 | 0.0% | 0.00% | – | |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETFetf | $530 | -9.1% | 5 | 0.0% | 0.00% | – | |
| GIL | GILDAN ACTIVEWEAR INC COMstock | $392 | -13.1% | 14 | 0.0% | 0.00% | – | |
| GGB | GERDAU SA SPON ADR REP PFDadr | $86 | -8.5% | 18 | 0.0% | 0.00% | – | |
| FISV | FISERV INC COMstock | $678 | -10.4% | 6 | 0.0% | 0.00% | – | |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETFetf | $269 | -5.3% | 8 | 0.0% | 0.00% | – | |
| DMXF | ISHARES ESG ADVANCED MSCI EAFE ETFetf | $228 | -6.6% | 4 | 0.0% | 0.00% | – | |
| USXF | ISHARES ESG ADVANCED MSCI USA ETFetf | $312 | -3.7% | 9 | 0.0% | 0.00% | – | |
| ITUB | ITAU UNIBANCO HLDG S A SPON ADR REP PFDadr | $521 | -8.9% | 97 | 0.0% | 0.00% | – | |
| YY | JOYY INC ADS REPSTG COM Aadr | $114 | +23.9% | 3 | 0.0% | 0.00% | – | |
| FBP | FIRST BANCORP P R COM NEWstock | $202 | +10.4% | 15 | 0.0% | 0.00% | – | |
| FNF | FIDELITY NATIONAL FINANCIAL IN FNF GROUP COMstock | $909 | +14.8% | 22 | 0.0% | 0.00% | – | |
| KB | KB FINL GROUP INC SPONSORED ADRadr | $82 | +12.3% | 2 | 0.0% | 0.00% | – | |
| KEY | KEYCORP COMstock | $54 | +17.4% | 5 | 0.0% | 0.00% | – | |
| KYNDRYL HLDGS INC COMMON STOCKstock | $1,299 | +13.7% | 86 | 0.0% | 0.00% | – | ||
| LSF | LAIRD SUPERFOOD INC COM STKstock | $145 | +29.5% | 141 | 0.0% | 0.00% | – | |
| FMC | Sell | FMC CORP COM NEWstock | $67 | -98.5% | 1 | -97.6% | 0.00% | -100.0% |
| LDOS | LEIDOS HOLDINGS INC COMstock | $829 | +4.1% | 9 | 0.0% | 0.00% | – | |
| F&G ANNUITIES & LIFE INC COMMON STOCKstock | $28 | +12.0% | 1 | 0.0% | 0.00% | – | ||
| LBRDA | LIBERTY BROADBAND CORP COM SER Astock | $91 | +13.8% | 1 | 0.0% | 0.00% | – | |
| LBRDK | Sell | LIBERTY BROADBAND CORP COM SER Cstock | $274 | -97.0% | 3 | -97.4% | 0.00% | -100.0% |
| New | LIBERTY MEDIA CORP DEL COM LBTY ONE S Cstock | $1,059 | – | 17 | +100.0% | 0.00% | – | |
| New | LIBERTY MEDIA CORP DEL COM LBTY SRM S Cstock | $255 | – | 10 | +100.0% | 0.00% | – | |
| New | LIBERTY MEDIA CORP DEL COM LBTY SRM S Astock | $127 | – | 5 | +100.0% | 0.00% | – | |
| LNC | LINCOLN NATL CORP IND COMstock | $1,333 | -4.2% | 54 | 0.0% | 0.00% | – | |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADRadr | $94 | -3.1% | 44 | 0.0% | 0.00% | – | |
| MTB | M & T BK CORP COMstock | $126 | +1.6% | 1 | 0.0% | 0.00% | – | |
| MVO | MV OIL TR TR UNITSstock | $1,363 | +6.7% | 100 | 0.0% | 0.00% | – | |
| ENHABIT INC COMstock | $563 | -2.1% | 50 | 0.0% | 0.00% | – | ||
| MD | PEDIATRIX MEDICAL GROUP INC COMstock | $38 | -11.6% | 3 | 0.0% | 0.00% | – | |
| MLCO | MELCO RESORTS AND ENTMNT LTD ADRadr | $663 | -18.9% | 67 | 0.0% | 0.00% | – | |
| ERII | ENERGY RECOVERY INC COMstock | $148 | -24.5% | 7 | 0.0% | 0.00% | – | |
| Sell | EMBECTA CORP COMMON STOCKstock | $226 | -56.4% | 15 | -37.5% | 0.00% | – | |
| MLI | MUELLER INDS INC COMstock | $225 | -14.1% | 3 | 0.0% | 0.00% | – | |
| NCR | NCR CORP NEW COMstock | $674 | +7.0% | 25 | 0.0% | 0.00% | – | |
| NSSC | NAPCO SEC TECHNOLOGIES INC COMstock | $156 | -35.8% | 7 | 0.0% | 0.00% | – | |
| NATI | NATIONAL INSTRS CORP COMstock | $656 | +4.0% | 11 | 0.0% | 0.00% | – | |
| NBIX | NEUROCRINE BIOSCIENCES INC COMstock | $450 | +19.4% | 4 | 0.0% | 0.00% | – | |
| NXRT | NEXPOINT RESIDENTIAL TR INC COMreit | $1,319 | -29.3% | 41 | 0.0% | 0.00% | -100.0% | |
| NXGN | NEXTGEN HEALTHCARE INC COMstock | $71 | +44.9% | 3 | 0.0% | 0.00% | – | |
| NICE | NICE LTD SPONSORED ADRadr | $850 | -17.7% | 5 | 0.0% | 0.00% | – | |
| DY | DYCOM INDS INC COMstock | $89 | -21.9% | 1 | 0.0% | 0.00% | – | |
| New | NIOCORP DEVS LTD COM NEWstock | $399 | – | 110 | +100.0% | 0.00% | – | |
| NDSN | NORDSON CORP COMstock | $223 | -10.1% | 1 | 0.0% | 0.00% | – | |
| DLB | DOLBY LABORATORIES INC COM CL Astock | $793 | -5.3% | 10 | 0.0% | 0.00% | – | |
| DGII | DIGI INTL INC COMstock | $108 | -31.6% | 4 | 0.0% | 0.00% | – | |
| OPI | OFFICE PPTYS INCOME TR COM SHS BEN INTreit | $49 | -46.7% | 12 | 0.0% | 0.00% | – | |
| DKS | DICKS SPORTING GOODS INC COMstock | $434 | -18.0% | 4 | 0.0% | 0.00% | – | |
| OHI | OMEGA HEALTHCARE INVS INC COMreit | $33 | +6.5% | 1 | 0.0% | 0.00% | – | |
| XRAY | DENTSPLY SIRONA INC COMstock | $342 | -14.5% | 10 | 0.0% | 0.00% | – | |
| OPCH | OPTION CARE HEALTH INC COM NEWstock | $65 | 0.0% | 2 | 0.0% | 0.00% | – | |
| OGN | Sell | ORGANON & CO COMMON STOCKstock | $1,042 | -77.6% | 60 | -73.1% | 0.00% | -100.0% |
| CUBI | CUSTOMERS BANCORP INC COMstock | $172 | +13.9% | 5 | 0.0% | 0.00% | – | |
| PDCO | PATTERSON COS INC COMstock | $59 | -11.9% | 2 | 0.0% | 0.00% | – | |
| PMT | PENNYMAC MTG INVT TR COMreit | $496 | -8.0% | 40 | 0.0% | 0.00% | – | |
| CCRN | CROSS CTRY HEALTHCARE INC COMstock | $25 | -10.7% | 1 | 0.0% | 0.00% | – | |
| PKI | REVVITY INC COMstock | $554 | -6.7% | 5 | 0.0% | 0.00% | – | |
| CORT | CORCEPT THERAPEUTICS INC COMstock | $54 | +20.0% | 2 | 0.0% | 0.00% | – | |
| COO | COOPER COS INC COM NEWstock | $636 | -17.1% | 2 | 0.0% | 0.00% | – | |
| PLANET LABS PBC COM CL Astock | $312 | -19.2% | 120 | 0.0% | 0.00% | – | ||
| PFG | PRINCIPAL FINANCIAL GROUP INC COMstock | $432 | -5.1% | 6 | 0.0% | 0.00% | – | |
| CPSI | COMPUTER PROGRAMS & SYS INC COMstock | $16 | -36.0% | 1 | 0.0% | 0.00% | – | |
| COLL | COLLEGIUM PHARMACEUTICAL INC COMstock | $45 | +4.7% | 2 | 0.0% | 0.00% | – | |
| PWR | QUANTA SVCS INC COMstock | $1,122 | -4.8% | 6 | 0.0% | 0.00% | – | |
| RB GLOBAL INC COMstock | $625 | +4.2% | 10 | 0.0% | 0.00% | – | ||
| RJF | RAYMOND JAMES FINL INC COMstock | $301 | -3.2% | 3 | 0.0% | 0.00% | – | |
| RBC | REGAL REXNORD CORPORATION COMstock | $572 | -7.1% | 4 | 0.0% | 0.00% | – | |
| RELX | RELX PLC SPONSORED ADRadr | $607 | +0.8% | 18 | 0.0% | 0.00% | – | |
| New | REMARK HLDGS INC COM NEWstock | $153 | – | 307 | +100.0% | 0.00% | – | |
| RTOKY | RENTOKIL INITIAL PLC SPONSORED ADRadr | $482 | -4.9% | 13 | 0.0% | 0.00% | – | |
| REZI | RESIDEO TECHNOLOGIES INC COMstock | $253 | -10.6% | 16 | 0.0% | 0.00% | – | |
| KOF | COCA-COLA FEMSA SAB DE CV SPONSORD ADR REPadr | $863 | -5.8% | 11 | 0.0% | 0.00% | – | |
| RUMBLE INC COM CL Astock | $1,020 | -42.8% | 200 | 0.0% | 0.00% | -100.0% | ||
| CHE | CHEMED CORP NEW COMstock | $1,039 | -4.1% | 2 | 0.0% | 0.00% | – | |
| CDAY | CERIDIAN HCM HLDG INC COMstock | $950 | +1.3% | 14 | 0.0% | 0.00% | – | |
| KIE | SPDR S&P INSURANCE ETFetf | $596 | +4.2% | 14 | 0.0% | 0.00% | – | |
| CVE | CENOVUS ENERGY INC COMstock | $104 | +22.4% | 5 | 0.0% | 0.00% | – | |
| XBI | SPDR S&P BIOTECH ETFetf | $1,022 | -12.3% | 14 | 0.0% | 0.00% | – | |
| CX | CEMEX SAB DE CV SPON ADR NEWadr | $59 | -7.8% | 9 | 0.0% | 0.00% | – | |
| CPRX | CATALYST PHARMACEUTICALS INC COMstock | $47 | -13.0% | 4 | 0.0% | 0.00% | – | |
| CNQ | CANADIAN NAT RES LTD COMstock | $65 | +16.1% | 1 | 0.0% | 0.00% | – | |
| COG | COTERRA ENERGY INC COMstock | $54 | +5.9% | 2 | 0.0% | 0.00% | – | |
| GIB | CGI INC CL A SUB VTGstock | $98 | -6.7% | 1 | 0.0% | 0.00% | – | |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETFetf | $384 | -2.5% | 8 | 0.0% | 0.00% | – | |
| SGEN | SEAGEN INC COMstock | $1,273 | +10.2% | 6 | 0.0% | 0.00% | – | |
| CBOE | CBOE GLOBAL MKTS INC COMstock | $625 | +13.2% | 4 | 0.0% | 0.00% | – | |
| XLRE | REAL ESTATE SELECT SECTOR SPDR FUNDetf | $1,227 | -9.6% | 36 | 0.0% | 0.00% | – | |
| SEM | SELECT MED HLDGS CORP COMstock | $51 | -20.3% | 2 | 0.0% | 0.00% | – | |
| SHG | SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRDadr | $238 | +1.3% | 9 | 0.0% | 0.00% | – | |
| SNA | SNAP ON INC COMstock | $255 | -11.5% | 1 | 0.0% | 0.00% | – | |
| INGN | INOGEN INC COMstock | $365 | -54.9% | 70 | 0.0% | 0.00% | – | |
| BR | BROADRIDGE FINL SOLUTIONS INC COMstock | $1,074 | +8.0% | 6 | 0.0% | 0.00% | – | |
| BHF | BRIGHTHOUSE FINL INC COMstock | $587 | +3.3% | 12 | 0.0% | 0.00% | – | |
| SPLK | SPLUNK INC COMstock | $1,316 | +37.8% | 9 | 0.0% | 0.00% | – | |
| STN | STANTEC INC COMstock | $65 | 0.0% | 1 | 0.0% | 0.00% | – | |
| BCTX | BRIACELL THERAPEUTICS CORP COMstock | $75 | -2.6% | 12 | 0.0% | 0.00% | – | |
| STLD | STEEL DYNAMICS INC COMstock | $322 | -1.5% | 3 | 0.0% | 0.00% | – | |
| SKT | TANGER FACTORY OUTLET CTRS INC COMreit | $203 | +2.0% | 9 | 0.0% | 0.00% | – | |
| WRB | BERKLEY W R CORP COMstock | $1,016 | +6.6% | 16 | 0.0% | 0.00% | – | |
| TECK | TECK RESOURCES LTD CL Bstock | $43 | +2.4% | 1 | 0.0% | 0.00% | – | |
| BNTC | Sell | BENITEC BIOPHARMA INC COM NEWstock | $70 | -23.1% | 23 | -94.0% | 0.00% | – |
| THO | THOR INDS INC COMstock | $476 | -8.1% | 5 | 0.0% | 0.00% | – | |
| BCS | BARCLAYS PLC ADRadr | $499 | -0.8% | 64 | 0.0% | 0.00% | – | |
| BMI | BADGER METER INC COMstock | $144 | -2.7% | 1 | 0.0% | 0.00% | – | |
| BMTX | BM TECHNOLOGIES INC CL A COMstock | $2 | -33.3% | 1 | 0.0% | 0.00% | – | |
| BGS | B & G FOODS INC NEW COMstock | $198 | -28.8% | 20 | 0.0% | 0.00% | – | |
| AX | AXOS FINANCIAL INC COMstock | $114 | -3.4% | 3 | 0.0% | 0.00% | – | |
| RSX | MARKET VECTORS ETF TR RUSSIA ETFetf | $0 | – | 13,268 | 0.0% | 0.00% | – | |
| BLV | VANGUARD LONG-TERM BOND ETFetf | $335 | -10.7% | 5 | 0.0% | 0.00% | – | |
| AVNS | Buy | AVANOS MED INC COMstock | $748 | +53.9% | 37 | +94.7% | 0.00% | – |
| ALV | AUTOLIV INC COMstock | $96 | +12.9% | 1 | 0.0% | 0.00% | – | |
| New | ATLANTA BRAVES HLDGS INC COM SER Cstock | $322 | – | 9 | +100.0% | 0.00% | – | |
| VSS | New | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETFetf | $1,274 | – | 12 | +100.0% | 0.00% | – |
| AIT | APPLIED INDL TECHNOLOGIES INC COMstock | $155 | +6.9% | 1 | 0.0% | 0.00% | – | |
| VREX | VAREX IMAGING CORP COMstock | $38 | -19.1% | 2 | 0.0% | 0.00% | – | |
| APOLLO GLOBAL MGMT INC COMstock | $269 | +17.0% | 3 | 0.0% | 0.00% | – | ||
| ARI | APOLLO COML REAL EST FIN INC COMreit | $507 | -10.4% | 50 | 0.0% | 0.00% | – | |
| AR | ANTERO RESOURCES CORP COMstock | $127 | +10.4% | 5 | 0.0% | 0.00% | – | |
| VET | VERMILION ENERGY INC COMstock | $44 | +18.9% | 3 | 0.0% | 0.00% | – | |
| ANSS | ANSYS INC COMstock | $1,190 | -9.9% | 4 | 0.0% | 0.00% | – | |
| ANIK | ANIKA THERAPEUTICS INC COMstock | $37 | -28.8% | 2 | 0.0% | 0.00% | – | |
| VC | VISTEON CORP COM NEWstock | $414 | -3.9% | 3 | 0.0% | 0.00% | – | |
| AMPH | AMPHASTAR PHARMACEUTICALS INC COMstock | $46 | -19.3% | 1 | 0.0% | 0.00% | – | |
| AMP | AMERIPRISE FINL INC COMstock | $989 | -0.7% | 3 | 0.0% | 0.00% | – | |
| AIG | AMERICAN INTL GROUP INC COM NEWstock | $424 | +5.2% | 7 | 0.0% | 0.00% | – | |
| WEX | WEX INC COMstock | $940 | +3.3% | 5 | 0.0% | 0.00% | – | |
| ZIMVIE INC COMstock | $94 | -16.1% | 10 | 0.0% | 0.00% | – | ||
| ALGN | ALIGN TECHNOLOGY INC COMstock | $611 | -13.6% | 2 | 0.0% | 0.00% | – | |
| ZYXI | ZYNEX INC COMstock | $32 | -15.8% | 4 | 0.0% | 0.00% | – | |
| AGO | ASSURED GUARANTY LTD COMstock | $61 | +8.9% | 1 | 0.0% | 0.00% | – | |
| CMPR | CIMPRESS PLC SHS EUROstock | $280 | +17.6% | 4 | 0.0% | 0.00% | – | |
| AGI | ALAMOS GOLD INC NEW COM CL Astock | $113 | -5.0% | 10 | 0.0% | 0.00% | – | |
| IGT | INTERNATIONAL GAME TECHNOLOGY SHS USDstock | $121 | -5.5% | 4 | 0.0% | 0.00% | – | |
| APTV | APTIV PLC SHSstock | $986 | -3.4% | 10 | 0.0% | 0.00% | – | |
| NVT | NVENT ELECTRIC PLC SHSstock | $106 | +2.9% | 2 | 0.0% | 0.00% | – | |
| TRTN | TRITON INTL LTD CL Astock | $80 | -3.6% | 1 | 0.0% | 0.00% | – | |
| ASIX | ADVANSIX INC COMstock | $31 | -11.4% | 1 | 0.0% | 0.00% | – | |
| RIG | TRANSOCEAN LTD REG SHSstock | $148 | +17.5% | 18 | 0.0% | 0.00% | – | |
| FREY | FREYR BATTERY SHSstock | $1,174 | -47.7% | 240 | 0.0% | 0.00% | -100.0% | |
| AER | AERCAP HOLDINGS NV SHSstock | $63 | -1.6% | 1 | 0.0% | 0.00% | – | |
| AHCO | ADAPTHEALTH CORP COMMON STOCKstock | $18 | -25.0% | 2 | 0.0% | 0.00% | – | |
| QGEN | QIAGEN NV SHS NEWstock | $81 | -10.0% | 2 | 0.0% | 0.00% | – | |
| YNDX | YANDEX N V SHS CLASS Astock | $0 | – | 1 | 0.0% | 0.00% | – | |
| CPA | COPA HOLDINGS SA CL Astock | $89 | -19.8% | 1 | 0.0% | 0.00% | – | |
| ASC | ARDMORE SHIPPING CORP COMstock | $13 | +8.3% | 1 | 0.0% | 0.00% | – | |
| CPLP | CAPITAL PRODUCT PARTNERS L P PARTNERSHP UNITSstock | $560 | +1.4% | 40 | 0.0% | 0.00% | – | |
| INSW | INTERNATIONAL SEAWAYS INC COMstock | $630 | +17.8% | 14 | 0.0% | 0.00% | – | |
| LSXMA | Exit | LIBERTY MEDIA CORP DEL COM A SIRIUSXMstock | $0 | – | -5 | -100.0% | 0.00% | – |
| Exit | WOLFSPEED INC COMstock | $0 | – | -15 | -100.0% | 0.00% | – | |
| DOCU | Exit | DOCUSIGN INC COMstock | $0 | – | -15 | -100.0% | 0.00% | – |
| ST | Exit | SENSATA TECHNOLOGIES HLDG PLC SHSstock | $0 | – | -28 | -100.0% | 0.00% | – |
| U | Exit | UNITY SOFTWARE INC COMstock | $0 | – | -11 | -100.0% | 0.00% | – |
| LYFT | Exit | LYFT INC CL A COMstock | $0 | – | -57 | -100.0% | 0.00% | – |
| RGEN | Exit | REPLIGEN CORP COMstock | $0 | – | -4 | -100.0% | 0.00% | – |
| TRU | Exit | TRANSUNION COMstock | $0 | – | -10 | -100.0% | 0.00% | – |
| WDC | Exit | WESTERN DIGITAL CORP. COMstock | $0 | – | -25 | -100.0% | 0.00% | – |
| CHWY | Exit | CHEWY INC CL Astock | $0 | – | -17 | -100.0% | 0.00% | – |
| BILL | Exit | BILL HOLDINGS INC COMstock | $0 | – | -3 | -100.0% | 0.00% | – |
| GDDY | Exit | GODADDY INC CL Astock | $0 | – | -13 | -100.0% | 0.00% | – |
| RDFN | Exit | REDFIN CORP COMstock | $0 | – | -7 | -100.0% | 0.00% | – |
| BSMX | Exit | BANCO SANTANDER MEXICO SA SPONSORED ADS Badr | $0 | – | -16 | -100.0% | 0.00% | – |
| EL | Exit | LAUDER ESTEE COS INC CL Astock | $0 | – | -4 | -100.0% | 0.00% | – |
| SSNC | Exit | SS&C TECHNOLOGIES HLDGS INC COMstock | $0 | – | -21 | -100.0% | 0.00% | – |
| AMCX | Exit | AMC NETWORKS INC CL Astock | $0 | – | -6 | -100.0% | 0.00% | – |
| WEN | Exit | WENDYS CO COMstock | $0 | – | -37 | -100.0% | 0.00% | – |
| PTON | Exit | PELOTON INTERACTIVE INC CL A COMstock | $0 | – | -59 | -100.0% | 0.00% | – |
| LSXMK | Exit | LIBERTY MEDIA CORP DEL COM C SIRIUSXMstock | $0 | – | -10 | -100.0% | 0.00% | – |
| CTLT | Exit | CATALENT INC COMstock | $0 | – | -6 | -100.0% | 0.00% | – |
| W | Exit | WAYFAIR INC CL Astock | $0 | – | -2 | -100.0% | 0.00% | – |
| LNT | Exit | ALLIANT ENERGY CORP COMstock | $0 | – | -11 | -100.0% | 0.00% | – |
| Exit | ATLASSIAN CORPORATION CL Astock | $0 | – | -6 | -100.0% | 0.00% | – | |
| KMX | Exit | CARMAX INC COMstock | $0 | – | -8 | -100.0% | 0.00% | – |
| GH | Exit | GUARDANT HEALTH INC COMstock | $0 | – | -15 | -100.0% | 0.00% | – |
| FWONK | Exit | LIBERTY MEDIA CORP DEL COM SER C FRMLAstock | $0 | – | -17 | -100.0% | 0.00% | – |
| SNOW | Exit | SNOWFLAKE INC CL Astock | $0 | – | -2 | -100.0% | 0.00% | – |
| PODD | Exit | INSULET CORP COMstock | $0 | – | -3 | -100.0% | 0.00% | – |
| BXMT | Exit | BLACKSTONE MTG TR INC COM CL Areit | $0 | – | -29 | -100.0% | 0.00% | – |
| ETSY | Exit | ETSY INC COMstock | $0 | – | -10 | -100.0% | 0.00% | – |
| VO | Exit | VANGUARD MID-CAP ETFetf | $0 | – | -10 | -100.0% | -0.00% | – |
| SPMB | Exit | SPDR PORTFOLIO MORTGAGE BACKED BOND ETFetf | $0 | – | -139 | -100.0% | -0.00% | – |
| M | Exit | MACYS INC COMstock | $0 | – | -120 | -100.0% | -0.00% | – |
| CRWD | Exit | CROWDSTRIKE HLDGS INC CL Astock | $0 | – | -14 | -100.0% | -0.00% | – |
| XLU | Exit | UTILITIES SELECT SECTOR SPDR FUNDetf | $0 | – | -54 | -100.0% | -0.00% | – |
| TFX | Exit | TELEFLEX INCORPORATED COMstock | $0 | – | -10 | -100.0% | -0.00% | – |
| BLL | Exit | BALL CORP COMstock | $0 | – | -73 | -100.0% | -0.00% | – |
| Exit | DUTCH BROS INC CL Astock | $0 | – | -200 | -100.0% | -0.00% | – | |
| ABST | Exit | ABSOLUTE SOFTWARE CORP COMstock | $0 | – | -500 | -100.0% | -0.00% | – |
| AU | Exit | ANGLOGOLD ASHANTI LIMITED SPONSORED ADRadr | $0 | – | -254 | -100.0% | -0.00% | – |
| XLY | Exit | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $0 | – | -54 | -100.0% | -0.00% | – |
| LAC | Exit | LITHIUM AMERS CORP NEW COM NEWstock | $0 | – | -1,000 | -100.0% | -0.01% | – |
| FWONA | Exit | LIBERTY MEDIA CORP DEL COM SER A FRMLAstock | $0 | – | -331 | -100.0% | -0.01% | – |
| AGZ | Exit | ISHARES AGENCY BOND ETFetf | $0 | – | -295 | -100.0% | -0.01% | – |
| TTM | Exit | TATA MTRS LTD SPONSORED ADRadr | $0 | – | -1,619 | -100.0% | -0.01% | – |
| ABB | Exit | ABB LTD SPONSORED ADRadr | $0 | – | -1,885 | -100.0% | -0.02% | – |
| CMDY | Exit | ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETFetf | $0 | – | -1,496 | -100.0% | -0.02% | – |
| VMW | Exit | VMWARE INC CL A COMstock | $0 | – | -771 | -100.0% | -0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TOTAL STK MKT | 15 | Q3 2023 | 13.4% |
| SPDR SER TR | 15 | Q3 2023 | 13.1% |
| JPMORGAN ULTRA-SHORT INCOME ETF | 15 | Q3 2023 | 7.6% |
| ISHARES U S ETF TR | 15 | Q3 2023 | 5.8% |
| SPDR WORLD EX-US ETF | 15 | Q3 2023 | 4.1% |
| SPDR TERM CORPORATE BOND ETF | 15 | Q3 2023 | 2.8% |
| SCHWAB U.S. LARGE-CAP ETF | 15 | Q3 2023 | 3.6% |
| ISHARES TR | 15 | Q3 2023 | 4.2% |
| VANGUARD TAX-MANAGED INTL FD | 15 | Q3 2023 | 2.6% |
| VANGUARD SHORT TERM CORP BOND FD ETF | 15 | Q3 2023 | 3.0% |
View Rosenberg Matthew Hamilton's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-15 |
| 13F-HR | 2022-04-14 |
| 13F-HR | 2022-01-20 |
View Rosenberg Matthew Hamilton'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.