$297 Million is the total value of Concord Wealth Partners's 1020 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 118.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $41,617,000 | +17685.0% | 619,019 | +18263.1% | 14.02% | +7688.3% |
| DGRO | Buy | ISHARES TRcore div grwth | $32,490,000 | +12068.5% | 673,079 | +11199.0% | 10.94% | +5213.1% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $16,864,000 | +11530.3% | 476,928 | +11004.3% | 5.68% | +4972.3% |
| SPMB | Buy | SPDR SER TRportfli mortgage | $14,865,000 | +21760.3% | 573,291 | +22294.2% | 5.01% | +9530.8% |
| KOMP | Buy | SPDR SER TRs&p kensho new | $13,481,000 | +12155.5% | 199,100 | +10313.2% | 4.54% | +5242.4% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $13,465,000 | +9874.1% | 144,734 | +10327.5% | 4.54% | +4261.5% |
| XT | Buy | ISHARES TRexponential tech | $13,312,000 | +8955.8% | 224,790 | +8653.5% | 4.48% | +3868.1% |
| RPV | New | INVESCO EXCHANGE TRADED FD Ts&p500 pur val | $8,591,000 | – | 116,113 | +100.0% | 2.89% | – |
| XSOE | Buy | WISDOMTREE TRem ex st-owned | $7,552,000 | +9223.5% | 185,595 | +9033.6% | 2.54% | +4003.2% |
| ARKK | Buy | ARK ETF TRinnovation etf | $5,344,000 | +8957.6% | 44,553 | +9299.4% | 1.80% | +3813.0% |
| TFC | Buy | TRUIST FINL CORP | $4,488,000 | +30.7% | 76,955 | +7.4% | 1.51% | -42.9% |
| AAPL | Buy | APPLE INC | $4,087,000 | +13.4% | 33,456 | +23.2% | 1.38% | -50.4% |
| MSFT | Buy | MICROSOFT CORP | $3,929,000 | +25.7% | 16,666 | +18.6% | 1.32% | -45.1% |
| AMZN | Buy | AMAZON COM INC | $2,638,000 | +41.9% | 853 | +49.4% | 0.89% | -38.0% |
| XMHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p mdcp quality | $2,212,000 | +6044.4% | 29,059 | +5372.5% | 0.74% | +2560.7% |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $2,105,000 | +861.2% | 25,670 | +676.2% | 0.71% | +319.5% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,445,000 | +116.3% | 8,794 | +107.1% | 0.49% | -5.4% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,332,000 | +143.5% | 8,750 | +103.3% | 0.45% | +6.4% |
| HD | Buy | HOME DEPOT INC | $1,198,000 | +234.6% | 3,926 | +191.7% | 0.40% | +46.4% |
| FB | Buy | FACEBOOK INCcl a | $1,190,000 | +57.4% | 4,041 | +46.1% | 0.40% | -31.2% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,181,000 | +92.3% | 20,306 | +94.2% | 0.40% | -16.0% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,056,000 | +85.9% | 7,800 | +91.2% | 0.36% | -18.7% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $1,026,000 | +12725.0% | 14,072 | +10980.3% | 0.35% | +5666.7% |
| TSLA | Buy | TESLA INC | $1,025,000 | +1248.7% | 1,535 | +1321.3% | 0.34% | +484.7% |
| DWX | Buy | SPDR INDEX SHS FDSs&p intl etf | $879,000 | +29200.0% | 23,044 | +28705.0% | 0.30% | +14700.0% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $856,000 | +41.5% | 415 | +20.3% | 0.29% | -38.3% |
| PFE | Buy | PFIZER INC | $833,000 | +119.8% | 23,004 | +123.6% | 0.28% | -3.8% |
| LOW | Buy | LOWES COS INC | $821,000 | +71.0% | 4,318 | +44.4% | 0.28% | -25.1% |
| V | Buy | VISA INC | $818,000 | +48.5% | 3,864 | +53.4% | 0.28% | -35.1% |
| INTC | Buy | INTEL CORP | $766,000 | +86.8% | 11,975 | +45.5% | 0.26% | -18.4% |
| C | Buy | CITIGROUP INC | $765,000 | +240.0% | 10,517 | +187.7% | 0.26% | +48.3% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $750,000 | +59.6% | 13,863 | +54.6% | 0.25% | -30.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $749,000 | +13.5% | 2,933 | +3.0% | 0.25% | -50.5% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $745,000 | +5630.8% | 3,474 | +5788.1% | 0.25% | +2410.0% |
| DUK | Buy | DUKE ENERGY CORP NEW | $686,000 | +29.2% | 7,112 | +22.5% | 0.23% | -43.7% |
| MCD | Buy | MCDONALDS CORP | $656,000 | +70.4% | 2,927 | +63.2% | 0.22% | -25.6% |
| CSCO | Buy | CISCO SYS INC | $644,000 | +310.2% | 12,450 | +253.8% | 0.22% | +79.3% |
| AVGO | Buy | BROADCOM INC | $636,000 | +357.6% | 1,372 | +331.4% | 0.21% | +100.0% |
| BAC | Buy | BK OF AMERICA CORP | $627,000 | +574.2% | 16,208 | +427.4% | 0.21% | +193.1% |
| PEP | Buy | PEPSICO INC | $601,000 | +323.2% | 4,246 | +344.6% | 0.20% | +83.6% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $549,000 | +105.6% | 8,700 | +102.4% | 0.18% | -10.2% |
| TXN | Buy | TEXAS INSTRS INC | $545,000 | +1262.5% | 2,883 | +1072.0% | 0.18% | +493.5% |
| HON | Buy | HONEYWELL INTL INC | $538,000 | +1122.7% | 2,480 | +1086.6% | 0.18% | +432.4% |
| PYPL | Buy | PAYPAL HLDGS INC | $531,000 | +901.9% | 2,187 | +872.0% | 0.18% | +336.6% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $518,000 | +45.9% | 1,308 | +37.8% | 0.17% | -36.5% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $515,000 | +102.0% | 3,030 | +100.4% | 0.17% | -12.2% |
| HYLB | Buy | DBX ETF TRxtrack usd high | $511,000 | +8416.7% | 10,217 | +8274.6% | 0.17% | +3340.0% |
| EMR | Buy | EMERSON ELEC CO | $510,000 | +628.6% | 5,650 | +545.0% | 0.17% | +218.5% |
| AMGN | Buy | AMGEN INC | $484,000 | +105.1% | 1,947 | +90.0% | 0.16% | -10.4% |
| KO | Buy | COCA COLA CO | $473,000 | +24.5% | 8,983 | +29.6% | 0.16% | -45.7% |
| LMT | Buy | LOCKHEED MARTIN CORP | $455,000 | +727.3% | 1,231 | +689.1% | 0.15% | +264.3% |
| MMM | Buy | 3M CO | $444,000 | +372.3% | 2,306 | +327.0% | 0.15% | +108.3% |
| CVX | Buy | CHEVRON CORP NEW | $438,000 | +177.2% | 4,184 | +123.7% | 0.15% | +21.3% |
| SO | Buy | SOUTHERN CO | $436,000 | +1.6% | 7,008 | +0.3% | 0.15% | -55.6% |
| BLK | Buy | BLACKROCK INC | $431,000 | +281.4% | 572 | +266.7% | 0.14% | +66.7% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $431,000 | +178.1% | 5,573 | +156.5% | 0.14% | +20.8% |
| MRK | Buy | MERCK & CO. INC | $428,000 | +183.4% | 5,554 | +201.7% | 0.14% | +24.1% |
| IEFA | Buy | ISHARES TRcore msci eafe | $424,000 | +148.0% | 5,890 | +137.6% | 0.14% | +8.3% |
| T | Buy | AT&T INC | $421,000 | +19.6% | 13,916 | +13.6% | 0.14% | -47.6% |
| ACN | Buy | ACCENTURE PLC IRELAND | $414,000 | +13700.0% | 1,498 | +11423.1% | 0.14% | +6850.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $401,000 | +481.2% | 1,077 | +446.7% | 0.14% | +154.7% |
| UNP | Buy | UNION PAC CORP | $398,000 | +110.6% | 1,804 | +98.5% | 0.13% | -8.2% |
| MDT | Buy | MEDTRONIC PLC | $384,000 | +1376.9% | 3,250 | +1338.1% | 0.13% | +545.0% |
| NVDA | Buy | NVIDIA CORPORATION | $371,000 | +96.3% | 695 | +92.5% | 0.12% | -14.4% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $364,000 | +71.7% | 1,023 | +71.9% | 0.12% | -24.5% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $364,000 | +7.7% | 1,522 | +0.9% | 0.12% | -52.9% |
| CVS | Buy | CVS HEALTH CORP | $341,000 | +72.2% | 4,538 | +56.7% | 0.12% | -24.8% |
| CSX | Buy | CSX CORP | $334,000 | +88.7% | 3,462 | +77.8% | 0.11% | -17.5% |
| LLY | Buy | LILLY ELI & CO | $324,000 | +186.7% | 1,733 | +158.3% | 0.11% | +25.3% |
| WMT | Buy | WALMART INC | $317,000 | +620.5% | 2,336 | +658.4% | 0.11% | +214.7% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $315,000 | +75.0% | 2,366 | +65.1% | 0.11% | -23.7% |
| USB | Buy | US BANCORP DEL | $314,000 | +273.8% | 5,685 | +213.6% | 0.11% | +63.1% |
| STX | Buy | SEAGATE TECHNOLOGY PLC | $316,000 | +23.9% | 4,121 | +0.5% | 0.11% | -46.2% |
| MS | Buy | MORGAN STANLEY | $311,000 | +31000.0% | 4,008 | +26620.0% | 0.10% | +10400.0% |
| NEE | Buy | NEXTERA ENERGY INC | $307,000 | +179.1% | 4,055 | +185.2% | 0.10% | +21.2% |
| ETR | Buy | ENTERGY CORP NEW | $278,000 | +15.8% | 2,794 | +16.4% | 0.09% | -49.2% |
| LH | Buy | LABORATORY CORP AMER HLDGS | $272,000 | +26.5% | 1,066 | +0.9% | 0.09% | -44.6% |
| MO | Buy | ALTRIA GROUP INC | $269,000 | +34.5% | 5,267 | +7.8% | 0.09% | -40.9% |
| TEL | Buy | TE CONNECTIVITY LTD | $265,000 | +8733.3% | 2,055 | +8462.5% | 0.09% | +4350.0% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $262,000 | +1147.6% | 1,491 | +980.4% | 0.09% | +450.0% |
| LRCX | Buy | LAM RESEARCH CORP | $256,000 | +8433.3% | 430 | +7066.7% | 0.09% | +4200.0% |
| SQ | Buy | SQUARE INCcl a | $255,000 | +3087.5% | 1,123 | +2855.3% | 0.09% | +1333.3% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $234,000 | +368.0% | 1,981 | +329.7% | 0.08% | +102.6% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $234,000 | +9.9% | 2,553 | +3.3% | 0.08% | -51.8% |
| IEMG | Buy | ISHARES INCcore msci emkt | $232,000 | +346.2% | 3,605 | +331.7% | 0.08% | +95.0% |
| NVS | Buy | NOVARTIS AGsponsored adr | $232,000 | +38.1% | 2,709 | +52.3% | 0.08% | -40.0% |
| ABT | Buy | ABBOTT LABS | $227,000 | +17.0% | 1,891 | +6.9% | 0.08% | -49.3% |
| MBB | Buy | ISHARES TRmbs etf | $226,000 | +413.6% | 2,084 | +426.3% | 0.08% | +123.5% |
| SNPS | Buy | SYNOPSYS INC | $226,000 | +4420.0% | 912 | +4242.9% | 0.08% | +1800.0% |
| CRM | Buy | SALESFORCE COM INC | $224,000 | +49.3% | 1,057 | +57.1% | 0.08% | -35.3% |
| AMAT | Buy | APPLIED MATLS INC | $224,000 | +966.7% | 1,673 | +600.0% | 0.08% | +368.8% |
| FANG | Buy | DIAMONDBACK ENERGY INC | $219,000 | +99.1% | 2,984 | +31.4% | 0.07% | -12.9% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $216,000 | +1561.5% | 661 | +1249.0% | 0.07% | +630.0% |
| GD | Buy | GENERAL DYNAMICS CORP | $217,000 | +46.6% | 1,196 | +20.0% | 0.07% | -36.0% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $214,000 | +269.0% | 468 | +274.4% | 0.07% | +60.0% |
| D | Buy | DOMINION ENERGY INC | $214,000 | +1.9% | 2,818 | +0.9% | 0.07% | -55.6% |
| UL | Buy | UNILEVER PLCspon adr new | $213,000 | -7.0% | 3,820 | +0.7% | 0.07% | -59.3% |
| AME | Buy | AMETEK INC | $208,000 | +6833.3% | 1,631 | +6173.1% | 0.07% | +3400.0% |
| Z | Buy | ZILLOW GROUP INCcl c cap stk | $207,000 | +6800.0% | 1,593 | +6537.5% | 0.07% | +3400.0% |
| ABB | Buy | ABB LTDsponsored adr | $204,000 | +3980.0% | 6,689 | +3679.1% | 0.07% | +1625.0% |
| MXIM | Buy | MAXIM INTEGRATED PRODS INC | $202,000 | +173.0% | 2,214 | +165.1% | 0.07% | +19.3% |
| ADI | Buy | ANALOG DEVICES INC | $199,000 | +423.7% | 1,283 | +397.3% | 0.07% | +131.0% |
| ROKU | Buy | ROKU INC | $196,000 | +4800.0% | 602 | +4916.7% | 0.07% | +2100.0% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $195,000 | +596.4% | 545 | +581.2% | 0.07% | +200.0% |
| APD | Buy | AIR PRODS & CHEMS INC | $192,000 | +19100.0% | 681 | +22600.0% | 0.06% | +6400.0% |
| CL | Buy | COLGATE PALMOLIVE CO | $190,000 | +726.1% | 2,412 | +803.4% | 0.06% | +255.6% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $184,000 | +534.5% | 1,649 | +564.9% | 0.06% | +181.8% |
| PFG | Buy | PRINCIPAL FINANCIAL GROUP IN | $184,000 | +23.5% | 3,065 | +2.2% | 0.06% | -46.1% |
| SBUX | Buy | STARBUCKS CORP | $185,000 | +68.2% | 1,692 | +64.9% | 0.06% | -27.1% |
| VUZI | New | VUZIX CORP | $172,000 | – | 6,768 | +100.0% | 0.06% | – |
| TM | Buy | TOYOTA MOTOR CORP | $173,000 | +113.6% | 1,111 | +111.2% | 0.06% | -6.5% |
| EQIX | Buy | EQUINIX INC | $172,000 | +17100.0% | 253 | +12550.0% | 0.06% | +5700.0% |
| INGR | Buy | INGREDION INC | $168,000 | +27.3% | 1,871 | +11.7% | 0.06% | -44.1% |
| ETN | Buy | EATON CORP PLC | $163,000 | +106.3% | 1,180 | +79.9% | 0.06% | -9.8% |
| ANSS | Buy | ANSYS INC | $156,000 | +7700.0% | 458 | +9060.0% | 0.05% | +2550.0% |
| HPQ | Buy | HP INC | $157,000 | +7750.0% | 4,936 | +4936.7% | 0.05% | +2550.0% |
| BX | Buy | BLACKSTONE GROUP INC | $158,000 | +28.5% | 2,116 | +11.4% | 0.05% | -44.2% |
| BR | Buy | BROADRIDGE FINL SOLUTIONS IN | $158,000 | +5166.7% | 1,035 | +5988.2% | 0.05% | +2550.0% |
| IDXX | New | IDEXX LABS INC | $154,000 | – | 314 | +100.0% | 0.05% | – |
| WM | Buy | WASTE MGMT INC DEL | $155,000 | +269.0% | 1,203 | +238.9% | 0.05% | +62.5% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $152,000 | +985.7% | 711 | +860.8% | 0.05% | +363.6% |
| LEA | Buy | LEAR CORP | $152,000 | +7500.0% | 838 | +5885.7% | 0.05% | +2450.0% |
| APH | Buy | AMPHENOL CORP NEWcl a | $149,000 | +4866.7% | 2,262 | +11210.0% | 0.05% | +2400.0% |
| QCOM | Buy | QUALCOMM INC | $147,000 | +8.1% | 1,111 | +24.6% | 0.05% | -52.4% |
| FISV | Buy | FISERV INC | $144,000 | +13.4% | 1,213 | +8.6% | 0.05% | -50.0% |
| BIDU | Buy | BAIDU INCspon adr rep a | $143,000 | +7050.0% | 656 | +8100.0% | 0.05% | +2300.0% |
| YUM | Buy | YUM BRANDS INC | $141,000 | +21.6% | 1,302 | +22.4% | 0.05% | -47.2% |
| CMP | Buy | COMPASS MINERALS INTL INC | $140,000 | +13.8% | 2,235 | +12.1% | 0.05% | -50.5% |
| TDOC | Buy | TELADOC HEALTH INC | $140,000 | +4566.7% | 770 | +5400.0% | 0.05% | +2250.0% |
| PRLB | Buy | PROTO LABS INC | $140,000 | +4566.7% | 1,154 | +5973.7% | 0.05% | +2250.0% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $141,000 | +252.5% | 837 | +236.1% | 0.05% | +51.6% |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $135,000 | +1828.6% | 1,726 | +2057.5% | 0.04% | +800.0% |
| CDNS | Buy | CADENCE DESIGN SYSTEM INC | $135,000 | +6650.0% | 982 | +6446.7% | 0.04% | +2150.0% |
| COST | Buy | COSTCO WHSL CORP NEW | $130,000 | +31.3% | 370 | +40.2% | 0.04% | -42.1% |
| NVTA | Buy | INVITAE CORP | $130,000 | +2066.7% | 3,413 | +2237.7% | 0.04% | +780.0% |
| TGT | Buy | TARGET CORP | $130,000 | +120.3% | 654 | +95.8% | 0.04% | -4.3% |
| PTC | Buy | PTC INC | $131,000 | +13000.0% | 951 | +18920.0% | 0.04% | +4300.0% |
| GLW | Buy | CORNING INC | $131,000 | +13000.0% | 3,011 | +14238.1% | 0.04% | +4300.0% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $127,000 | +12600.0% | 1,045 | +14828.6% | 0.04% | +4200.0% |
| TWLO | Buy | TWILIO INCcl a | $129,000 | +3125.0% | 380 | +3066.7% | 0.04% | +1333.3% |
| ON | Buy | ON SEMICONDUCTOR CORP | $126,000 | +4100.0% | 3,028 | +2839.8% | 0.04% | +2000.0% |
| TMUS | Buy | T-MOBILE US INC | $122,000 | +838.5% | 970 | +921.1% | 0.04% | +310.0% |
| RELX | Buy | RELX PLCsponsored adr | $122,000 | +6000.0% | 4,841 | +5401.1% | 0.04% | +1950.0% |
| KMI | Buy | KINDER MORGAN INC DEL | $120,000 | – | 7,178 | +358800.0% | 0.04% | – |
| MELI | Buy | MERCADOLIBRE INC | $118,000 | +3833.3% | 80 | +3900.0% | 0.04% | +1900.0% |
| NFLX | Buy | NETFLIX INC | $118,000 | +55.3% | 227 | +61.0% | 0.04% | -32.2% |
| ZTS | Buy | ZOETIS INCcl a | $118,000 | +10.3% | 751 | +16.6% | 0.04% | -51.8% |
| MTD | Buy | METTLER TOLEDO INTERNATIONAL | $120,000 | +14.3% | 104 | +13.0% | 0.04% | -50.6% |
| XLC | Buy | SELECT SECTOR SPDR TR | $115,000 | +538.9% | 1,565 | +499.6% | 0.04% | +178.6% |
| NKE | Buy | NIKE INCcl b | $114,000 | +119.2% | 861 | +135.9% | 0.04% | -5.0% |
| F | Buy | FORD MTR CO DEL | $114,000 | +103.6% | 9,311 | +45.9% | 0.04% | -11.6% |
| NXPI | Buy | NXP SEMICONDUCTORS N V | $109,000 | +5350.0% | 539 | +4046.2% | 0.04% | +1750.0% |
| DGX | Buy | QUEST DIAGNOSTICS INC | $111,000 | +5450.0% | 867 | +5318.8% | 0.04% | +1750.0% |
| IX | New | ORIX CORPsponsored adr | $110,000 | – | 1,300 | +100.0% | 0.04% | – |
| PHG | Buy | KONINKLIJKE PHILIPS N Vny reg sh new | $111,000 | +5450.0% | 1,950 | +4900.0% | 0.04% | +1750.0% |
| SAN | Buy | BANCO SANTANDER S.A.adr | $110,000 | +5400.0% | 32,155 | +5854.6% | 0.04% | +1750.0% |
| KMB | Buy | KIMBERLY-CLARK CORP | $107,000 | +57.4% | 772 | +53.2% | 0.04% | -30.8% |
| TRMB | New | TRIMBLE INC | $107,000 | – | 1,379 | +100.0% | 0.04% | – |
| SCHW | Buy | SCHWAB CHARLES CORP | $108,000 | +42.1% | 1,651 | +14.8% | 0.04% | -39.0% |
| PD | Buy | PAGERDUTY INC | $106,000 | +3433.3% | 2,642 | +3785.3% | 0.04% | +1700.0% |
| NTLA | Buy | INTELLIA THERAPEUTICS INC | $107,000 | +3466.7% | 1,329 | +2727.7% | 0.04% | +1700.0% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $106,000 | +430.0% | 143 | +472.0% | 0.04% | +140.0% |
| DLR | Buy | DIGITAL RLTY TR INC | $105,000 | +5150.0% | 747 | +5235.7% | 0.04% | +1650.0% |
| PACB | Buy | PACIFIC BIOSCIENCES CALIF IN | $105,000 | +5150.0% | 3,144 | +3175.0% | 0.04% | +1650.0% |
| OTIS | Buy | OTIS WORLDWIDE CORP | $105,000 | +262.1% | 1,531 | +257.7% | 0.04% | +59.1% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $104,000 | +593.3% | 891 | +580.2% | 0.04% | +191.7% |
| FITB | New | FIFTH THIRD BANCORP | $101,000 | – | 2,700 | +100.0% | 0.03% | – |
| KLAC | Buy | KLA CORP | $97,000 | +3133.3% | 295 | +2358.3% | 0.03% | +1550.0% |
| PANW | Buy | PALO ALTO NETWORKS INC | $97,000 | +94.0% | 301 | +112.0% | 0.03% | -15.4% |
| STM | Buy | STMICROELECTRONICS N Vny registry | $99,000 | +9800.0% | 2,573 | +8200.0% | 0.03% | +3200.0% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $97,000 | +83.0% | 428 | +86.9% | 0.03% | -19.5% |
| DHR | Buy | DANAHER CORPORATION | $95,000 | +3.3% | 424 | +2.2% | 0.03% | -54.9% |
| VMI | New | VALMONT INDS INC | $94,000 | – | 395 | +100.0% | 0.03% | – |
| DOCU | Buy | DOCUSIGN INC | $94,000 | +9300.0% | 465 | +9200.0% | 0.03% | +3100.0% |
| SYK | Buy | STRYKER CORPORATION | $95,000 | +2275.0% | 392 | +2513.3% | 0.03% | +966.7% |
| WIT | New | WIPRO LTDspon adr 1 sh | $92,000 | – | 14,587 | +100.0% | 0.03% | – |
| DDD | Buy | 3-D SYS CORP DEL | $91,000 | +9000.0% | 3,330 | +4797.1% | 0.03% | +3000.0% |
| IQV | Buy | IQVIA HLDGS INC | $90,000 | +16.9% | 468 | +9.1% | 0.03% | -49.2% |
| APTV | Buy | APTIV PLC | $88,000 | +8700.0% | 639 | +12680.0% | 0.03% | +2900.0% |
| PSTG | Buy | PURE STORAGE INCcl a | $89,000 | +2866.7% | 4,155 | +3481.9% | 0.03% | +1400.0% |
| XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $89,000 | +4350.0% | 2,618 | +3390.7% | 0.03% | +1400.0% |
| RY | Buy | ROYAL BK CDA | $90,000 | +1700.0% | 973 | +1669.1% | 0.03% | +650.0% |
| PRU | Buy | PRUDENTIAL FINL INC | $86,000 | +8500.0% | 949 | +5831.2% | 0.03% | +2800.0% |
| PLUG | Buy | PLUG POWER INC | $85,000 | +129.7% | 2,362 | +114.5% | 0.03% | 0.0% |
| SPOT | New | SPOTIFY TECHNOLOGY S A | $85,000 | – | 316 | +100.0% | 0.03% | – |
| CB | Buy | CHUBB LIMITED | $86,000 | +8500.0% | 542 | +10740.0% | 0.03% | +2800.0% |
| MRVL | Buy | MARVELL TECHNOLOGY GROUP LTDord | $86,000 | +8500.0% | 1,754 | +8252.4% | 0.03% | +2800.0% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $84,000 | +4100.0% | 540 | +3275.0% | 0.03% | +1300.0% |
| SKM | New | SK TELECOM LTDsponsored adr | $82,000 | – | 3,018 | +100.0% | 0.03% | – |
| FE | Buy | FIRSTENERGY CORP | $83,000 | +29.7% | 2,394 | +14.3% | 0.03% | -42.9% |
| JCI | Buy | JOHNSON CTLS INTL PLC | $82,000 | +4000.0% | 1,378 | +3727.8% | 0.03% | +1300.0% |
| IPO | New | RENAISSANCE CAP GREENWICH FDipo etf | $82,000 | – | 1,315 | +100.0% | 0.03% | – |
| RIOT | New | RIOT BLOCKCHAIN INC | $81,000 | – | 1,527 | +100.0% | 0.03% | – |
| SPGI | Buy | S&P GLOBAL INC | $80,000 | +128.6% | 226 | +111.2% | 0.03% | 0.0% |
| ALK | Buy | ALASKA AIR GROUP INC | $81,000 | +179.3% | 1,177 | +108.0% | 0.03% | +22.7% |
| EXC | Buy | EXELON CORP | $80,000 | +45.5% | 1,819 | +40.2% | 0.03% | -35.7% |
| SE | Buy | SEA LTDsponsord ads | $78,000 | +2500.0% | 350 | +2233.3% | 0.03% | +1200.0% |
| GPC | Buy | GENUINE PARTS CO | $76,000 | +46.2% | 657 | +26.8% | 0.03% | -35.0% |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $76,000 | -1.3% | 504 | +0.8% | 0.03% | -55.9% |
| ING | Buy | ING GROEP N.V.sponsored adr | $73,000 | +3550.0% | 5,994 | +2528.9% | 0.02% | +1150.0% |
| VC | Buy | VISTEON CORP | $75,000 | +3650.0% | 619 | +3338.9% | 0.02% | +1150.0% |
| K | Buy | KELLOGG CO | $75,000 | +53.1% | 1,187 | +50.4% | 0.02% | -34.2% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $75,000 | +1775.0% | 1,314 | +1464.3% | 0.02% | +733.3% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $73,000 | +58.7% | 563 | +56.0% | 0.02% | -28.6% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $75,000 | +7400.0% | 337 | +8325.0% | 0.02% | +2400.0% |
| MET | Buy | METLIFE INC | $73,000 | +1725.0% | 1,202 | +1178.7% | 0.02% | +733.3% |
| SOL | New | RENESOLA LTDsponsored ads | $71,000 | – | 5,760 | +100.0% | 0.02% | – |
| BDX | Buy | BECTON DICKINSON & CO | $70,000 | +6900.0% | 287 | +14250.0% | 0.02% | +2300.0% |
| VIS | Buy | VANGUARD WORLD FDSindustrial etf | $71,000 | +3450.0% | 377 | +3670.0% | 0.02% | +1100.0% |
| LECO | Buy | LINCOLN ELEC HLDGS INC | $70,000 | +3400.0% | 567 | +3950.0% | 0.02% | +1100.0% |
| CRSP | New | CRISPR THERAPEUTICS AGnamen akt | $70,000 | – | 575 | +100.0% | 0.02% | – |
| ZBH | Buy | ZIMMER BIOMET HOLDINGS INC | $71,000 | +7000.0% | 446 | +11050.0% | 0.02% | +2300.0% |
| HMC | Buy | HONDA MOTOR LTD | $72,000 | +7100.0% | 2,368 | +9007.7% | 0.02% | +2300.0% |
| SON | Buy | SONOCO PRODS CO | $68,000 | +88.9% | 1,082 | +80.3% | 0.02% | -17.9% |
| TWST | Buy | TWIST BIOSCIENCE CORP | $69,000 | +6800.0% | 557 | +11040.0% | 0.02% | +2200.0% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $69,000 | +115.6% | 146 | +131.7% | 0.02% | -8.0% |
| PLD | Buy | PROLOGIS INC. | $68,000 | +7.9% | 645 | +1.7% | 0.02% | -53.1% |
| MPC | Buy | MARATHON PETE CORP | $67,000 | +39.6% | 1,255 | +8.0% | 0.02% | -37.8% |
| FLIR | Buy | FLIR SYS INC | $67,000 | – | 1,179 | +10618.2% | 0.02% | – |
| ZM | Buy | ZOOM VIDEO COMMUNICATIONS INcl a | $68,000 | +2166.7% | 211 | +2537.5% | 0.02% | +1050.0% |
| GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $67,000 | +131.0% | 1,864 | +134.5% | 0.02% | +4.5% |
| GILD | Buy | GILEAD SCIENCES INC | $68,000 | +6700.0% | 1,045 | +5705.6% | 0.02% | +2200.0% |
| KEY | Buy | KEYCORP | $67,000 | +36.7% | 3,377 | +12.6% | 0.02% | -39.5% |
| INTU | Buy | INTUIT | $65,000 | +75.7% | 169 | +74.2% | 0.02% | -24.1% |
| PSA | Buy | PUBLIC STORAGE | $65,000 | +8.3% | 262 | +1.6% | 0.02% | -52.2% |
| O | Buy | REALTY INCOME CORP | $66,000 | +247.4% | 1,035 | +233.9% | 0.02% | +46.7% |
| COR | Buy | CORESITE RLTY CORP | $62,000 | +3000.0% | 519 | +4225.0% | 0.02% | +950.0% |
| DELL | New | DELL TECHNOLOGIES INCcl c | $61,000 | – | 695 | +100.0% | 0.02% | – |
| GIS | Buy | GENERAL MLS INC | $63,000 | +14.5% | 1,027 | +9.3% | 0.02% | -50.0% |
| SSYS | Buy | STRATASYS LTD | $61,000 | +6000.0% | 2,338 | +4484.3% | 0.02% | +2000.0% |
| PPL | Buy | PPL CORP | $63,000 | +8.6% | 2,200 | +6.3% | 0.02% | -53.3% |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $61,000 | +125.9% | 437 | +127.6% | 0.02% | 0.0% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $63,000 | +173.9% | 765 | +176.2% | 0.02% | +16.7% |
| SU | New | SUNCOR ENERGY INC NEW | $59,000 | – | 2,801 | +100.0% | 0.02% | – |
| EL | Buy | LAUDER ESTEE COS INCcl a | $60,000 | +130.8% | 208 | +112.2% | 0.02% | 0.0% |
| BURL | Buy | BURLINGTON STORES INC | $59,000 | +20.4% | 196 | +4.3% | 0.02% | -47.4% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $60,000 | +36.4% | 262 | +31.0% | 0.02% | -41.2% |
| IPGP | New | IPG PHOTONICS CORP | $59,000 | – | 280 | +100.0% | 0.02% | – |
| VLO | Buy | VALERO ENERGY CORP | $56,000 | +166.7% | 777 | +107.8% | 0.02% | +18.8% |
| DOV | Buy | DOVER CORP | $57,000 | +119.2% | 416 | +101.9% | 0.02% | -5.0% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $56,000 | +40.0% | 1,029 | +1.7% | 0.02% | -38.7% |
| BRKR | Buy | BRUKER CORP | $57,000 | – | 888 | +9766.7% | 0.02% | – |
| GRMN | Buy | GARMIN LTD | $56,000 | +5500.0% | 421 | +3408.3% | 0.02% | +1800.0% |
| SKYY | Buy | FIRST TR EXCHANGE TRADED FD | $55,000 | +223.5% | 577 | +229.7% | 0.02% | +46.2% |
| ICLN | Buy | ISHARES TRgl clean ene etf | $57,000 | -3.4% | 2,350 | +11.9% | 0.02% | -58.7% |
| AFL | New | AFLAC INC | $55,000 | – | 1,068 | +100.0% | 0.02% | – |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $54,000 | +285.7% | 181 | +277.1% | 0.02% | +63.6% |
| ALL | Buy | ALLSTATE CORP | $53,000 | +960.0% | 461 | +1024.4% | 0.02% | +350.0% |
| RIG | New | TRANSOCEAN LTD | $52,000 | – | 14,508 | +100.0% | 0.02% | – |
| BSX | Buy | BOSTON SCIENTIFIC CORP | $54,000 | +5300.0% | 1,397 | +4717.2% | 0.02% | +1700.0% |
| ROK | Buy | ROCKWELL AUTOMATION INC | $52,000 | +5100.0% | 195 | +6400.0% | 0.02% | +1700.0% |
| NNDM | New | NANO DIMENSION LTDsponsord ads new | $52,000 | – | 6,078 | +100.0% | 0.02% | – |
| BLNK | New | BLINK CHARGING CO | $54,000 | – | 1,312 | +100.0% | 0.02% | – |
| LUMN | New | LUMEN TECHNOLOGIES INC | $54,000 | – | 4,042 | +100.0% | 0.02% | – |
| CTXS | New | CITRIX SYS INC | $53,000 | – | 378 | +100.0% | 0.02% | – |
| CFG | Buy | CITIZENS FINANCIAL GROUP INC | $51,000 | +5000.0% | 1,148 | +5366.7% | 0.02% | +1600.0% |
| UBER | Buy | UBER TECHNOLOGIES INC | $51,000 | +59.4% | 932 | +46.5% | 0.02% | -32.0% |
| ED | Buy | CONSOLIDATED EDISON INC | $49,000 | +19.5% | 655 | +15.3% | 0.02% | -46.9% |
| CCI | New | CROWN CASTLE INTL CORP NEW | $50,000 | – | 292 | +100.0% | 0.02% | – |
| VMW | Buy | VMWARE INC | $50,000 | +11.1% | 332 | +3.8% | 0.02% | -51.4% |
| TJX | Buy | TJX COS INC NEW | $50,000 | +51.5% | 758 | +57.6% | 0.02% | -32.0% |
| GNTX | New | GENTEX CORP | $49,000 | – | 1,367 | +100.0% | 0.02% | – |
| ASML | New | ASML HOLDING N V | $51,000 | – | 82 | +100.0% | 0.02% | – |
| PSX | Buy | PHILLIPS 66 | $48,000 | +29.7% | 584 | +10.2% | 0.02% | -44.8% |
| VAW | Buy | VANGUARD WORLD FDSmaterials etf | $47,000 | +80.8% | 272 | +66.9% | 0.02% | -20.0% |
| REGN | New | REGENERON PHARMACEUTICALS | $48,000 | – | 101 | +100.0% | 0.02% | – |
| ENIC | New | ENEL CHILE S.A.sponsored adr | $47,000 | – | 11,921 | +100.0% | 0.02% | – |
| FDN | Buy | FIRST TR EXCHANGE-TRADED FDdj internt idx | $47,000 | +571.4% | 215 | +514.3% | 0.02% | +220.0% |
| ROP | Buy | ROPER TECHNOLOGIES INC | $44,000 | +1366.7% | 108 | +1700.0% | 0.02% | +650.0% |
| ORLY | Buy | OREILLY AUTOMOTIVE INC | $45,000 | +80.0% | 88 | +57.1% | 0.02% | -21.1% |
| ALB | Buy | ALBEMARLE CORP | $45,000 | +1400.0% | 308 | +1366.7% | 0.02% | +650.0% |
| L | New | LOEWS CORP | $44,000 | – | 850 | +100.0% | 0.02% | – |
| VDC | Buy | VANGUARD WORLD FDSconsum stp etf | $45,000 | +800.0% | 254 | +719.4% | 0.02% | +275.0% |
| INFY | New | INFOSYS LTDsponsored adr | $46,000 | – | 2,476 | +100.0% | 0.02% | – |
| TME | New | TENCENT MUSIC ENTMT GROUPspon ads | $44,000 | – | 2,138 | +100.0% | 0.02% | – |
| CTAS | Buy | CINTAS CORP | $44,000 | +4300.0% | 128 | +4166.7% | 0.02% | +1400.0% |
| VNE | New | VEONEER INC | $42,000 | – | 1,708 | +100.0% | 0.01% | – |
| YNDX | Buy | YANDEX N V | $42,000 | +4100.0% | 663 | +6530.0% | 0.01% | +1300.0% |
| TROW | Buy | PRICE T ROWE GROUP INC | $41,000 | +4000.0% | 241 | +4720.0% | 0.01% | +1300.0% |
| LYFT | Buy | LYFT INC | $42,000 | +82.6% | 664 | +42.8% | 0.01% | -22.2% |
| SPLK | Buy | SPLUNK INC | $38,000 | +1166.7% | 283 | +1668.8% | 0.01% | +550.0% |
| TREE | Buy | LENDINGTREE INC NEW | $39,000 | +1850.0% | 184 | +2200.0% | 0.01% | +550.0% |
| NIO | Buy | NIO INCspon ads | $39,000 | +680.0% | 1,007 | +807.2% | 0.01% | +225.0% |
| SHOP | Buy | SHOPIFY INCcl a | $39,000 | +69.6% | 35 | +75.0% | 0.01% | -27.8% |
| ISCG | Buy | ISHARES TRmrgstr sm cp gr | $40,000 | +207.7% | 133 | +209.3% | 0.01% | +30.0% |
| PPG | New | PPG INDS INC | $40,000 | – | 264 | +100.0% | 0.01% | – |
| QRVO | New | QORVO INC | $37,000 | – | 200 | +100.0% | 0.01% | – |
| ZG | New | ZILLOW GROUP INCcl a | $35,000 | – | 268 | +100.0% | 0.01% | – |
| BKI | New | BLACK KNIGHT INC | $36,000 | – | 488 | +100.0% | 0.01% | – |
| MVIS | New | MICROVISION INC DEL | $35,000 | – | 1,861 | +100.0% | 0.01% | – |
| RUN | Buy | SUNRUN INC | $37,000 | +1133.3% | 611 | +1354.8% | 0.01% | +500.0% |
| WORK | Buy | SLACK TECHNOLOGIES INC | $36,000 | +800.0% | 883 | +881.1% | 0.01% | +300.0% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $37,000 | +85.0% | 446 | +106.5% | 0.01% | -20.0% |
| SLB | Buy | SCHLUMBERGER LTD | $37,000 | +42.3% | 1,371 | +15.9% | 0.01% | -40.0% |
| VFH | Buy | VANGUARD WORLD FDSfinancials etf | $36,000 | +125.0% | 422 | +98.1% | 0.01% | 0.0% |
| RBLX | New | ROBLOX CORPcl a | $36,000 | – | 556 | +100.0% | 0.01% | – |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $34,000 | +100.0% | 349 | +80.8% | 0.01% | -15.4% |
| TECH | New | BIO-TECHNE CORP | $32,000 | – | 83 | +100.0% | 0.01% | – |
| VNT | New | VONTIER CORPORATION | $32,000 | – | 1,044 | +100.0% | 0.01% | – |
| DHI | Buy | D R HORTON INC | $34,000 | +100.0% | 381 | +58.1% | 0.01% | -15.4% |
| PAYX | New | PAYCHEX INC | $33,000 | – | 338 | +100.0% | 0.01% | – |
| COP | Buy | CONOCOPHILLIPS | $34,000 | +88.9% | 640 | +41.0% | 0.01% | -21.4% |
| IBB | Buy | ISHARES TRnasdaq biotech | $34,000 | +580.0% | 224 | +522.2% | 0.01% | +175.0% |
| HUBB | New | HUBBELL INC | $33,000 | – | 179 | +100.0% | 0.01% | – |
| ECL | Buy | ECOLAB INC | $33,000 | +65.0% | 156 | +71.4% | 0.01% | -26.7% |
| ACA | Buy | ARCOSA INC | $32,000 | +3100.0% | 496 | +4860.0% | 0.01% | +1000.0% |
| ASH | New | ASHLAND GLOBAL HLDGS INC | $29,000 | – | 331 | +100.0% | 0.01% | – |
| ALLY | New | ALLY FINL INC | $29,000 | – | 648 | +100.0% | 0.01% | – |
| TAK | Buy | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $31,000 | +63.2% | 1,712 | +61.7% | 0.01% | -33.3% |
| BBY | New | BEST BUY INC | $30,000 | – | 261 | +100.0% | 0.01% | – |
| WSO | New | WATSCO INC | $29,000 | – | 112 | +100.0% | 0.01% | – |
| JNPR | New | JUNIPER NETWORKS INC | $29,000 | – | 1,156 | +100.0% | 0.01% | – |
| NIU | New | NIU TECHNOLOGIESads | $27,000 | – | 724 | +100.0% | 0.01% | – |
| HLT | New | HILTON WORLDWIDE HLDGS INC | $26,000 | – | 213 | +100.0% | 0.01% | – |
| OSTK | Buy | OVERSTOCK COM INC DEL | $27,000 | +1250.0% | 405 | +994.6% | 0.01% | +350.0% |
| IVV | New | ISHARES TRcore s&p500 etf | $28,000 | – | 70 | +100.0% | 0.01% | – |
| FOX | New | FOX CORP | $27,000 | – | 781 | +100.0% | 0.01% | – |
| ES | Buy | EVERSOURCE ENERGY | $26,000 | +4.0% | 296 | +1.0% | 0.01% | -52.6% |
| ORA | Buy | ORMAT TECHNOLOGIES INC | $28,000 | +2700.0% | 352 | +3811.1% | 0.01% | +800.0% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $26,000 | +271.4% | 129 | +258.3% | 0.01% | +80.0% |
| SNA | New | SNAP ON INC | $27,000 | – | 115 | +100.0% | 0.01% | – |
| REZI | Buy | RESIDEO TECHNOLOGIES INC | $26,000 | +2500.0% | 936 | +2652.9% | 0.01% | +800.0% |
| QTWO | Buy | Q2 HLDGS INC | $26,000 | +766.7% | 259 | +936.0% | 0.01% | +350.0% |
| RF | Buy | REGIONS FINANCIAL CORP NEW | $27,000 | +2600.0% | 1,327 | +1538.3% | 0.01% | +800.0% |
| AES | Buy | AES CORP | $27,000 | +12.5% | 1,014 | +1.4% | 0.01% | -52.6% |
| PGR | New | PROGRESSIVE CORP | $27,000 | – | 284 | +100.0% | 0.01% | – |
| AEE | Buy | AMEREN CORP | $26,000 | +13.0% | 316 | +5.3% | 0.01% | -50.0% |
| DFS | Buy | DISCOVER FINL SVCS | $26,000 | +160.0% | 276 | +162.9% | 0.01% | +12.5% |
| IAC | New | IAC INTERACTIVECORP NEW | $26,000 | – | 121 | +100.0% | 0.01% | – |
| CBSH | New | COMMERCE BANCSHARES INC | $23,000 | – | 306 | +100.0% | 0.01% | – |
| VICI | New | VICI PPTYS INC | $24,000 | – | 857 | +100.0% | 0.01% | – |
| WBS | New | WEBSTER FINL CORP CONN | $23,000 | – | 417 | +100.0% | 0.01% | – |
| TWOU | Buy | 2U INC | $23,000 | +1050.0% | 593 | +888.3% | 0.01% | +300.0% |
| MPWR | New | MONOLITHIC PWR SYS INC | $23,000 | – | 64 | +100.0% | 0.01% | – |
| HPE | New | HEWLETT PACKARD ENTERPRISE C | $25,000 | – | 1,611 | +100.0% | 0.01% | – |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $25,000 | +4.2% | 412 | +0.7% | 0.01% | -57.9% |
| SWKS | New | SKYWORKS SOLUTIONS INC | $23,000 | – | 123 | +100.0% | 0.01% | – |
| VIAC | Buy | VIACOMCBS INCcl b | $23,000 | +228.6% | 510 | +155.0% | 0.01% | +60.0% |
| MTLS | Buy | MATERIALISE NVsponsored ads | $24,000 | – | 663 | +7266.7% | 0.01% | – |
| ESLT | Buy | ELBIT SYS LTDord | $23,000 | +1050.0% | 162 | +980.0% | 0.01% | +300.0% |
| RZV | New | INVESCO EXCHANGE TRADED FD Ts&p sml600 val | $24,000 | – | 276 | +100.0% | 0.01% | – |
| FOXA | New | FOX CORP | $23,000 | – | 649 | +100.0% | 0.01% | – |
| AGR | Buy | AVANGRID INC | $24,000 | +300.0% | 482 | +259.7% | 0.01% | +60.0% |
| SNAP | Buy | SNAP INCcl a | $23,000 | +2200.0% | 438 | +2820.0% | 0.01% | +700.0% |
| FNF | New | FIDELITY NATIONAL FINANCIAL | $20,000 | – | 480 | +100.0% | 0.01% | – |
| ONLN | Buy | PROSHARES TRonline rtl etf | $20,000 | +900.0% | 251 | +1040.9% | 0.01% | +250.0% |
| GME | New | GAMESTOP CORP NEWcl a | $21,000 | – | 110 | +100.0% | 0.01% | – |
| TIP | Buy | ISHARES TRtips bd etf | $20,000 | +122.2% | 156 | +119.7% | 0.01% | 0.0% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $22,000 | +46.7% | 317 | +44.7% | 0.01% | -41.7% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $20,000 | +1900.0% | 104 | +2500.0% | 0.01% | +600.0% |
| VMC | Buy | VULCAN MATLS CO | $22,000 | +15.8% | 128 | +2.4% | 0.01% | -53.3% |
| SAP | New | SAP SEspon adr | $21,000 | – | 169 | +100.0% | 0.01% | – |
| OXY | Buy | OCCIDENTAL PETE CORP | $20,000 | +122.2% | 748 | +49.6% | 0.01% | 0.0% |
| WHR | New | WHIRLPOOL CORP | $20,000 | – | 91 | +100.0% | 0.01% | – |
| RACE | New | FERRARI N V | $21,000 | – | 100 | +100.0% | 0.01% | – |
| IP | Buy | INTERNATIONAL PAPER CO | $22,000 | +340.0% | 403 | +303.0% | 0.01% | +75.0% |
| VTRS | Buy | VIATRIS INC | $20,000 | +100.0% | 1,458 | +164.1% | 0.01% | -12.5% |
| TRV | Buy | TRAVELERS COMPANIES INC | $18,000 | +1700.0% | 117 | +2825.0% | 0.01% | +500.0% |
| ANGO | New | ANGIODYNAMICS INC | $18,000 | – | 767 | +100.0% | 0.01% | – |
| IONS | Buy | IONIS PHARMACEUTICALS INC | $19,000 | +11.8% | 417 | +39.0% | 0.01% | -53.8% |
| LII | New | LENNOX INTL INC | $17,000 | – | 53 | +100.0% | 0.01% | – |
| AMCR | Buy | AMCOR PLCord | $18,000 | +5.9% | 1,520 | +3.2% | 0.01% | -53.8% |
| ILMN | New | ILLUMINA INC | $18,000 | – | 47 | +100.0% | 0.01% | – |
| JAZZ | New | JAZZ PHARMACEUTICALS PLC | $17,000 | – | 106 | +100.0% | 0.01% | – |
| YELP | New | YELP INCcl a | $18,000 | – | 450 | +100.0% | 0.01% | – |
| ENIA | Buy | ENEL AMERICAS S Asponsored adr | $18,000 | +1700.0% | 2,094 | +1242.3% | 0.01% | +500.0% |
| NOW | Buy | SERVICENOW INC | $18,000 | +800.0% | 35 | +1066.7% | 0.01% | +200.0% |
| HSY | Buy | HERSHEY CO | $17,000 | +1600.0% | 106 | +1666.7% | 0.01% | +500.0% |
| BHP | New | BHP GROUP LTDsponsored ads | $17,000 | – | 250 | +100.0% | 0.01% | – |
| LNC | New | LINCOLN NATL CORP IND | $17,000 | – | 275 | +100.0% | 0.01% | – |
| MRNA | Buy | MODERNA INC | $17,000 | +112.5% | 129 | +79.2% | 0.01% | 0.0% |
| ALGN | New | ALIGN TECHNOLOGY INC | $17,000 | – | 31 | +100.0% | 0.01% | – |
| NOC | Buy | NORTHROP GRUMMAN CORP | $17,000 | +325.0% | 52 | +300.0% | 0.01% | +100.0% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $17,000 | 0.0% | 205 | +8.5% | 0.01% | -53.8% |
| AIZ | Buy | ASSURANT INC | $18,000 | +5.9% | 128 | +2.4% | 0.01% | -53.8% |
| FFIV | New | F5 NETWORKS INC | $17,000 | – | 81 | +100.0% | 0.01% | – |
| PTON | New | PELOTON INTERACTIVE INC | $16,000 | – | 144 | +100.0% | 0.01% | – |
| SHW | New | SHERWIN WILLIAMS CO | $16,000 | – | 22 | +100.0% | 0.01% | – |
| RBC | New | REGAL BELOIT CORP | $14,000 | – | 100 | +100.0% | 0.01% | – |
| EIX | Buy | EDISON INTL | $16,000 | +220.0% | 267 | +238.0% | 0.01% | +25.0% |
| PBCT | Buy | PEOPLES UNITED FINANCIAL INC | $16,000 | +700.0% | 866 | +477.3% | 0.01% | +150.0% |
| AJG | New | GALLAGHER ARTHUR J & CO | $15,000 | – | 122 | +100.0% | 0.01% | – |
| IRTC | Buy | IRHYTHM TECHNOLOGIES INC | $15,000 | +650.0% | 109 | +1262.5% | 0.01% | +150.0% |
| INDB | New | INDEPENDENT BANK CORP MASS | $14,000 | – | 165 | +100.0% | 0.01% | – |
| FLO | New | FLOWERS FOODS INC | $16,000 | – | 661 | +100.0% | 0.01% | – |
| FSLR | Buy | FIRST SOLAR INC | $16,000 | +1500.0% | 187 | +1458.3% | 0.01% | +400.0% |
| WKHS | Buy | WORKHORSE GROUP INC | $16,000 | +700.0% | 1,184 | +1215.6% | 0.01% | +150.0% |
| BRO | New | BROWN & BROWN INC | $15,000 | – | 337 | +100.0% | 0.01% | – |
| WU | New | WESTERN UN CO | $16,000 | – | 653 | +100.0% | 0.01% | – |
| RSG | New | REPUBLIC SVCS INC | $15,000 | – | 148 | +100.0% | 0.01% | – |
| BP | Buy | BP PLCsponsored adr | $15,000 | +50.0% | 621 | +24.2% | 0.01% | -37.5% |
| SJM | New | SMUCKER J M CO | $16,000 | – | 124 | +100.0% | 0.01% | – |
| EQR | Buy | EQUITY RESIDENTIALsh ben int | $12,000 | +200.0% | 174 | +152.2% | 0.00% | +33.3% |
| PXD | New | PIONEER NAT RES CO | $13,000 | – | 83 | +100.0% | 0.00% | – |
| PINS | New | PINTEREST INCcl a | $13,000 | – | 182 | +100.0% | 0.00% | – |
| PCY | Buy | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $11,000 | +450.0% | 404 | +369.8% | 0.00% | +100.0% |
| EVOP | Buy | EVO PMTS INC | $13,000 | +550.0% | 456 | +508.0% | 0.00% | +100.0% |
| PKI | New | PERKINELMER INC | $13,000 | – | 99 | +100.0% | 0.00% | – |
| IXUS | New | ISHARES TRcore msci total | $13,000 | – | 181 | +100.0% | 0.00% | – |
| IOVA | Buy | IOVANCE BIOTHERAPEUTICS INC | $13,000 | +550.0% | 408 | +946.2% | 0.00% | +100.0% |
| PGX | Buy | INVESCO EXCH TRADED FD TR IIpfd etf | $13,000 | +333.3% | 887 | +334.8% | 0.00% | +100.0% |
| VAR | New | VARIAN MED SYS INC | $11,000 | – | 64 | +100.0% | 0.00% | – |
| CAH | Buy | CARDINAL HEALTH INC | $13,000 | +225.0% | 214 | +154.8% | 0.00% | +33.3% |
| A | New | AGILENT TECHNOLOGIES INC | $13,000 | – | 99 | +100.0% | 0.00% | – |
| LUV | New | SOUTHWEST AIRLS CO | $12,000 | – | 200 | +100.0% | 0.00% | – |
| DCI | New | DONALDSON INC | $11,000 | – | 186 | +100.0% | 0.00% | – |
| ANGL | Buy | VANECK VECTORS ETF TRfallen angel hg | $11,000 | +120.0% | 355 | +144.8% | 0.00% | 0.0% |
| SONY | New | SONY CORPsponsored adr | $12,000 | – | 117 | +100.0% | 0.00% | – |
| AMP | Buy | AMERIPRISE FINL INC | $12,000 | +1100.0% | 53 | +1225.0% | 0.00% | +300.0% |
| BWA | New | BORGWARNER INC | $11,000 | – | 229 | +100.0% | 0.00% | – |
| WBK | New | WESTPAC BANKING CORPsponsored adr | $12,000 | – | 620 | +100.0% | 0.00% | – |
| XLNX | Buy | XILINX INC | $12,000 | +1100.0% | 96 | +1820.0% | 0.00% | +300.0% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $13,000 | +116.7% | 93 | +126.8% | 0.00% | -20.0% |
| TEF | New | TELEFONICA S Asponsored adr | $12,000 | – | 2,659 | +100.0% | 0.00% | – |
| BXS | New | BANCORPSOUTH BK TUPELO MISS | $13,000 | – | 399 | +100.0% | 0.00% | – |
| POOL | Buy | POOL CORP | $12,000 | +300.0% | 35 | +288.9% | 0.00% | +100.0% |
| AON | New | AON PLC | $12,000 | – | 51 | +100.0% | 0.00% | – |
| WMB | Buy | WILLIAMS COS INC | $12,000 | +50.0% | 492 | +18.8% | 0.00% | -33.3% |
| MCRB | Buy | SERES THERAPEUTICS INC | $12,000 | +500.0% | 578 | +691.8% | 0.00% | +100.0% |
| BCPC | New | BALCHEM CORP | $13,000 | – | 107 | +100.0% | 0.00% | – |
| ENV | New | ENVESTNET INC | $11,000 | – | 154 | +100.0% | 0.00% | – |
| LEN | New | LENNAR CORPcl a | $12,000 | – | 120 | +100.0% | 0.00% | – |
| CSGP | New | COSTAR GROUP INC | $12,000 | – | 15 | +100.0% | 0.00% | – |
| SLAB | Buy | SILICON LABORATORIES INC | $11,000 | +450.0% | 80 | +515.4% | 0.00% | +100.0% |
| UMBF | New | UMB FINL CORP | $13,000 | – | 141 | +100.0% | 0.00% | – |
| IBN | New | ICICI BANK LIMITEDadr | $13,000 | – | 787 | +100.0% | 0.00% | – |
| HI | New | HILLENBRAND INC | $9,000 | – | 188 | +100.0% | 0.00% | – |
| FUL | New | FULLER H B CO | $8,000 | – | 129 | +100.0% | 0.00% | – |
| VRTX | New | VERTEX PHARMACEUTICALS INC | $10,000 | – | 48 | +100.0% | 0.00% | – |
| ZBRA | New | ZEBRA TECHNOLOGIES CORPORATIcl a | $9,000 | – | 19 | +100.0% | 0.00% | – |
| AOS | New | SMITH A O CORP | $9,000 | – | 130 | +100.0% | 0.00% | – |
| VVV | New | VALVOLINE INC | $8,000 | – | 288 | +100.0% | 0.00% | – |
| SNN | New | SMITH & NEPHEW PLCspdn adr new | $9,000 | – | 227 | +100.0% | 0.00% | – |
| EWBC | New | EAST WEST BANCORP INC | $8,000 | – | 105 | +100.0% | 0.00% | – |
| BNDX | Buy | VANGUARD CHARLOTTE FDSintl bd idx etf | $10,000 | +233.3% | 180 | +210.3% | 0.00% | +50.0% |
| TTM | New | TATA MTRS LTDsponsored adr | $9,000 | – | 442 | +100.0% | 0.00% | – |
| HJEN | New | DIREXION SHS ETF TRhydrogen etf | $10,000 | – | 400 | +100.0% | 0.00% | – |
| TCF | New | TCF FINL CORP | $8,000 | – | 167 | +100.0% | 0.00% | – |
| New | GRUPO AVAL ACCIONES Y VALOREsponsored ads | $8,000 | – | 1,265 | +100.0% | 0.00% | – | |
| BAX | New | BAXTER INTL INC | $10,000 | – | 123 | +100.0% | 0.00% | – |
| GRA | New | GRACE W R & CO DEL NEW | $8,000 | – | 128 | +100.0% | 0.00% | – |
| DLB | New | DOLBY LABORATORIES INC | $9,000 | – | 89 | +100.0% | 0.00% | – |
| LIN | New | LINDE PLC | $10,000 | – | 37 | +100.0% | 0.00% | – |
| BIV | New | VANGUARD BD INDEX FDSintermed term | $10,000 | – | 116 | +100.0% | 0.00% | – |
| ELAN | New | ELANCO ANIMAL HEALTH INC | $10,000 | – | 354 | +100.0% | 0.00% | – |
| CMI | New | CUMMINS INC | $10,000 | – | 38 | +100.0% | 0.00% | – |
| PCAR | New | PACCAR INC | $9,000 | – | 102 | +100.0% | 0.00% | – |
| BCE | New | BCE INC | $10,000 | – | 230 | +100.0% | 0.00% | – |
| ADSK | New | AUTODESK INC | $9,000 | – | 31 | +100.0% | 0.00% | – |
| AY | New | ATLANTICA SUSTAINABLE INFR P | $10,000 | – | 263 | +100.0% | 0.00% | – |
| ACGL | New | ARCH CAP GROUP LTDord | $8,000 | – | 198 | +100.0% | 0.00% | – |
| AYI | New | ACUITY BRANDS INC | $9,000 | – | 54 | +100.0% | 0.00% | – |
| LSXMK | New | LIBERTY MEDIA CORP DEL | $8,000 | – | 172 | +100.0% | 0.00% | – |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $5,000 | +400.0% | 70 | +400.0% | 0.00% | +100.0% |
| CAG | Buy | CONAGRA BRANDS INC | $7,000 | +75.0% | 173 | +51.8% | 0.00% | -33.3% |
| ABM | New | ABM INDS INC | $5,000 | – | 91 | +100.0% | 0.00% | – |
| IRDM | New | IRIDIUM COMMUNICATIONS INC | $7,000 | – | 179 | +100.0% | 0.00% | – |
| HY | Buy | HYSTER YALE MATLS HANDLING Icl a | $7,000 | +75.0% | 76 | +26.7% | 0.00% | -33.3% |
| HII | New | HUNTINGTON INGALLS INDS INC | $6,000 | – | 30 | +100.0% | 0.00% | – |
| WWD | Buy | WOODWARD INC | $5,000 | +25.0% | 45 | +21.6% | 0.00% | -33.3% |
| HXL | Buy | HEXCEL CORP NEW | $6,000 | +500.0% | 112 | +761.5% | 0.00% | +100.0% |
| HCA | New | HCA HEALTHCARE INC | $5,000 | – | 26 | +100.0% | 0.00% | – |
| ATVI | New | ACTIVISION BLIZZARD INC | $5,000 | – | 50 | +100.0% | 0.00% | – |
| FOSL | Buy | FOSSIL GROUP INC | $5,000 | +400.0% | 376 | +415.1% | 0.00% | +100.0% |
| FTV | New | FORTIVE CORP | $7,000 | – | 104 | +100.0% | 0.00% | – |
| LSTR | Buy | LANDSTAR SYS INC | $6,000 | +100.0% | 36 | +56.5% | 0.00% | 0.0% |
| FRC | New | FIRST REP BK SAN FRANCISCO C | $7,000 | – | 43 | +100.0% | 0.00% | – |
| FUTY | Buy | FIDELITY COVINGTON TRUSTmsci utils index | $7,000 | +600.0% | 176 | +467.7% | 0.00% | +100.0% |
| BLKB | New | BLACKBAUD INC | $5,000 | – | 72 | +100.0% | 0.00% | – |
| CHKP | New | CHECK POINT SOFTWARE TECH LTord | $7,000 | – | 59 | +100.0% | 0.00% | – |
| CHRW | New | C H ROBINSON WORLDWIDE INC | $5,000 | – | 55 | +100.0% | 0.00% | – |
| WIX | New | WIX COM LTD | $7,000 | – | 24 | +100.0% | 0.00% | – |
| IVZ | New | INVESCO LTD | $5,000 | – | 212 | +100.0% | 0.00% | – |
| MTCH | New | MATCH GROUP INC NEW | $7,000 | – | 52 | +100.0% | 0.00% | – |
| TSCO | New | TRACTOR SUPPLY CO | $5,000 | – | 31 | +100.0% | 0.00% | – |
| TRI | New | THOMSON REUTERS CORP. | $5,000 | – | 52 | +100.0% | 0.00% | – |
| MU | Buy | MICRON TECHNOLOGY INC | $5,000 | +400.0% | 55 | +223.5% | 0.00% | +100.0% |
| MAA | New | MID-AMER APT CMNTYS INC | $5,000 | – | 37 | +100.0% | 0.00% | – |
| TAP | New | MOLSON COORS BEVERAGE COcl b | $5,000 | – | 105 | +100.0% | 0.00% | – |
| ENSG | New | ENSIGN GROUP INC | $5,000 | – | 54 | +100.0% | 0.00% | – |
| TER | New | TERADYNE INC | $5,000 | – | 37 | +100.0% | 0.00% | – |
| MSI | Buy | MOTOROLA SOLUTIONS INC | $7,000 | +75.0% | 39 | +62.5% | 0.00% | -33.3% |
| NRG | New | NRG ENERGY INC | $5,000 | – | 138 | +100.0% | 0.00% | – |
| UDR | Buy | UDR INC | $7,000 | +16.7% | 154 | +2.7% | 0.00% | -60.0% |
| CRL | Buy | CHARLES RIV LABS INTL INC | $5,000 | +400.0% | 17 | +325.0% | 0.00% | +100.0% |
| ERJ | New | EMBRAER S.A.sponsored ads | $5,000 | – | 531 | +100.0% | 0.00% | – |
| STLD | New | STEEL DYNAMICS INC | $6,000 | – | 122 | +100.0% | 0.00% | – |
| NBIX | New | NEUROCRINE BIOSCIENCES INC | $5,000 | – | 55 | +100.0% | 0.00% | – |
| NEU | New | NEWMARKET CORP | $5,000 | – | 12 | +100.0% | 0.00% | – |
| SWK | New | STANLEY BLACK & DECKER INC | $5,000 | – | 24 | +100.0% | 0.00% | – |
| VOO | New | VANGUARD INDEX FDS | $7,000 | – | 18 | +100.0% | 0.00% | – |
| CACI | New | CACI INTL INCcl a | $5,000 | – | 22 | +100.0% | 0.00% | – |
| SXI | New | STANDEX INTL CORP | $7,000 | – | 74 | +100.0% | 0.00% | – |
| ALNY | New | ALNYLAM PHARMACEUTICALS INC | $6,000 | – | 44 | +100.0% | 0.00% | – |
| NUSC | New | NUSHARES ETF TRnuveen esg smlcp | $5,000 | – | 120 | +100.0% | 0.00% | – |
| ARMK | New | ARAMARK | $5,000 | – | 130 | +100.0% | 0.00% | – |
| ALRM | New | ALARM COM HLDGS INC | $6,000 | – | 66 | +100.0% | 0.00% | – |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $7,000 | +250.0% | 85 | +240.0% | 0.00% | 0.0% |
| DRE | New | DUKE REALTY CORP | $5,000 | – | 114 | +100.0% | 0.00% | – |
| UNM | New | UNUM GROUP | $5,000 | – | 191 | +100.0% | 0.00% | – |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $5,000 | +150.0% | 101 | +146.3% | 0.00% | 0.0% |
| VFC | Buy | V F CORP | $5,000 | +400.0% | 59 | +742.9% | 0.00% | +100.0% |
| AAL | New | AMERICAN AIRLS GROUP INC | $5,000 | – | 225 | +100.0% | 0.00% | – |
| EOG | New | EOG RES INC | $5,000 | – | 63 | +100.0% | 0.00% | – |
| SEIC | New | SEI INVTS CO | $7,000 | – | 114 | +100.0% | 0.00% | – |
| EMN | New | EASTMAN CHEM CO | $5,000 | – | 48 | +100.0% | 0.00% | – |
| BSV | New | VANGUARD BD INDEX FDSshort trm bond | $7,000 | – | 89 | +100.0% | 0.00% | – |
| WRB | New | BERKLEY W R CORP | $6,000 | – | 77 | +100.0% | 0.00% | – |
| HFC | New | HOLLYFRONTIER CORP | $4,000 | – | 111 | +100.0% | 0.00% | – |
| CMS | New | CMS ENERGY CORP | $4,000 | – | 62 | +100.0% | 0.00% | – |
| CZR | New | CAESARS ENTERTAINMENT INC NE | $4,000 | – | 49 | +100.0% | 0.00% | – |
| CSL | New | CARLISLE COS INC | $4,000 | – | 25 | +100.0% | 0.00% | – |
| CTLT | New | CATALENT INC | $3,000 | – | 26 | +100.0% | 0.00% | – |
| CE | New | CELANESE CORP DEL | $2,000 | – | 15 | +100.0% | 0.00% | – |
| CNC | New | CENTENE CORP DEL | $2,000 | – | 25 | +100.0% | 0.00% | – |
| CHTR | New | CHARTER COMMUNICATIONS INC Ncl a | $2,000 | – | 3 | +100.0% | 0.00% | – |
| CHH | New | CHOICE HOTELS INTL INC | $2,000 | – | 22 | +100.0% | 0.00% | – |
| COLM | New | COLUMBIA SPORTSWEAR CO | $2,000 | – | 18 | +100.0% | 0.00% | – |
| CMA | Buy | COMERICA INC | $3,000 | +200.0% | 42 | +281.8% | 0.00% | 0.0% |
| CNMD | Buy | CONMED CORP | $4,000 | +100.0% | 29 | +61.1% | 0.00% | -50.0% |
| CUZ | New | COUSINS PPTYS INC | $2,000 | – | 62 | +100.0% | 0.00% | – |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $2,000 | – | 11 | +100.0% | 0.00% | – |
| CUBE | New | CUBESMART | $2,000 | – | 43 | +100.0% | 0.00% | – |
| BRC | New | BRADY CORPcl a | $4,000 | – | 83 | +100.0% | 0.00% | – |
| DQ | New | DAQO NEW ENERGY CORPspnsrd ads new | $2,000 | – | 27 | +100.0% | 0.00% | – |
| XRAY | New | DENTSPLY SIRONA INC | $4,000 | – | 56 | +100.0% | 0.00% | – |
| DVN | New | DEVON ENERGY CORP NEW | $2,000 | – | 109 | +100.0% | 0.00% | – |
| DISCK | New | DISCOVERY INC | $2,000 | – | 62 | +100.0% | 0.00% | – |
| EGHT | New | 8X8 INC NEW | $4,000 | – | 118 | +100.0% | 0.00% | – |
| NVST | New | ENVISTA HOLDINGS CORPORATION | $4,000 | – | 94 | +100.0% | 0.00% | – |
| ERIC | New | ERICSSONadr b sek 10 | $4,000 | – | 318 | +100.0% | 0.00% | – |
| EEFT | New | EURONET WORLDWIDE INC | $4,000 | – | 29 | +100.0% | 0.00% | – |
| EXAS | New | EXACT SCIENCES CORP | $3,000 | – | 24 | +100.0% | 0.00% | – |
| FMBI | New | FIRST MIDWEST BANCORP DEL | $2,000 | – | 72 | +100.0% | 0.00% | – |
| BEN | New | FRANKLIN RESOURCES INC | $4,000 | – | 136 | +100.0% | 0.00% | – |
| FCEL | New | FUELCELL ENERGY INC | $4,000 | – | 244 | +100.0% | 0.00% | – |
| IT | New | GARTNER INC | $3,000 | – | 17 | +100.0% | 0.00% | – |
| BNGO | New | BIONANO GENOMICS INC | $2,000 | – | 300 | +100.0% | 0.00% | – |
| THRM | New | GENTHERM INC | $2,000 | – | 29 | +100.0% | 0.00% | – |
| BLRX | New | BIOLINERX LTDsponsored ads | $3,000 | – | 1,000 | +100.0% | 0.00% | – |
| GGG | Buy | GRACO INC | $3,000 | +50.0% | 43 | +65.4% | 0.00% | -50.0% |
| HIG | New | HARTFORD FINL SVCS GROUP INC | $4,000 | – | 60 | +100.0% | 0.00% | – |
| HAS | New | HASBRO INC | $3,000 | – | 33 | +100.0% | 0.00% | – |
| HUM | New | HUMANA INC | $3,000 | – | 6 | +100.0% | 0.00% | – |
| JBHT | New | HUNT J B TRANS SVCS INC | $4,000 | – | 23 | +100.0% | 0.00% | – |
| IAA | Buy | IAA INC | $4,000 | +100.0% | 72 | +125.0% | 0.00% | -50.0% |
| IEC | New | IEC ELECTRS CORP NEW | $4,000 | – | 325 | +100.0% | 0.00% | – |
| IEX | New | IDEX CORP | $2,000 | – | 8 | +100.0% | 0.00% | – |
| INCY | New | INCYTE CORP | $2,000 | – | 23 | +100.0% | 0.00% | – |
| IR | New | INGERSOLL RAND INC | $3,000 | – | 59 | +100.0% | 0.00% | – |
| B | New | BARNES GROUP INC | $2,000 | – | 34 | +100.0% | 0.00% | – |
| AGG | New | ISHARES TRcore us aggbd et | $4,000 | – | 38 | +100.0% | 0.00% | – |
| BOH | New | BANK HAWAII CORP | $3,000 | – | 36 | +100.0% | 0.00% | – |
| ICF | New | ISHARES TRcohen steer reit | $4,000 | – | 72 | +100.0% | 0.00% | – |
| JLL | New | JONES LANG LASALLE INC | $2,000 | – | 13 | +100.0% | 0.00% | – |
| KR | New | KROGER CO | $4,000 | – | 109 | +100.0% | 0.00% | – |
| LKQ | New | LKQ CORP | $2,000 | – | 39 | +100.0% | 0.00% | – |
| LDOS | New | LEIDOS HOLDINGS INC | $3,000 | – | 34 | +100.0% | 0.00% | – |
| LCTX | New | LINEAGE CELL THERAPEUTICS IN | $4,000 | – | 1,500 | +100.0% | 0.00% | – |
| MTB | New | M & T BK CORP | $4,000 | – | 28 | +100.0% | 0.00% | – |
| MANH | New | MANHATTAN ASSOCIATES INC | $3,000 | – | 22 | +100.0% | 0.00% | – |
| MRO | New | MARATHON OIL CORP | $2,000 | – | 144 | +100.0% | 0.00% | – |
| MKL | New | MARKEL CORP | $2,000 | – | 2 | +100.0% | 0.00% | – |
| MORN | New | MORNINGSTAR INC | $2,000 | – | 10 | +100.0% | 0.00% | – |
| MWA | New | MUELLER WTR PRODS INC | $2,000 | – | 176 | +100.0% | 0.00% | – |
| NMTR | New | 9 METERS BIOPHARMA INC | $2,000 | – | 2,000 | +100.0% | 0.00% | – |
| NDSN | New | NORDSON CORP | $2,000 | – | 9 | +100.0% | 0.00% | – |
| NGA | New | NORTHERN GENESIS ACQUISITION | $3,000 | – | 200 | +100.0% | 0.00% | – |
| NLOK | New | NORTONLIFELOCK INC | $2,000 | – | 100 | +100.0% | 0.00% | – |
| NUS | New | NU SKIN ENTERPRISES INCcl a | $3,000 | – | 62 | +100.0% | 0.00% | – |
| NTR | New | NUTRIEN LTD | $2,000 | – | 44 | +100.0% | 0.00% | – |
| MT | New | ARCELORMITTAL SA LUXEMBOURGny registry sh | $4,000 | – | 150 | +100.0% | 0.00% | – |
| Buy | ORGANIGRAM HLDGS INC | $2,000 | – | 600 | +201.5% | 0.00% | – | |
| OSK | New | OSHKOSH CORP | $3,000 | – | 22 | +100.0% | 0.00% | – |
| PRAH | New | PRA HEALTH SCIENCES INC | $3,000 | – | 18 | +100.0% | 0.00% | – |
| PVH | New | PVH CORPORATION | $2,000 | – | 20 | +100.0% | 0.00% | – |
| SRVR | Buy | PACER FDS TRbnchmrk infra | $4,000 | +300.0% | 108 | +350.0% | 0.00% | 0.0% |
| PKG | New | PACKAGING CORP AMER | $4,000 | – | 32 | +100.0% | 0.00% | – |
| PH | New | PARKER-HANNIFIN CORP | $4,000 | – | 13 | +100.0% | 0.00% | – |
| ATR | New | APTARGROUP INC | $3,000 | – | 21 | +100.0% | 0.00% | – |
| PB | New | PROSPERITY BANCSHARES INC | $3,000 | – | 34 | +100.0% | 0.00% | – |
| RPM | New | RPM INTL INC | $2,000 | – | 26 | +100.0% | 0.00% | – |
| RJF | New | RAYMOND JAMES FINL INC | $4,000 | – | 34 | +100.0% | 0.00% | – |
| RDFN | New | REDFIN CORP | $2,000 | – | 30 | +100.0% | 0.00% | – |
| RGA | New | REINSURANCE GRP OF AMERICA I | $2,000 | – | 17 | +100.0% | 0.00% | – |
| RHI | New | ROBERT HALF INTL INC | $3,000 | – | 41 | +100.0% | 0.00% | – |
| AREC | New | AMERICAN RES CORPcl a | $2,000 | – | 500 | +100.0% | 0.00% | – |
| SIVB | New | SVB FINANCIAL GROUP | $2,000 | – | 5 | +100.0% | 0.00% | – |
| SVRA | New | SAVARA INC | $2,000 | – | 1,000 | +100.0% | 0.00% | – |
| SRE | Buy | SEMPRA ENERGY | $4,000 | +300.0% | 31 | +520.0% | 0.00% | 0.0% |
| SOHU | Buy | SOHU COM LTDsponsored ads | $4,000 | +300.0% | 226 | +438.1% | 0.00% | 0.0% |
| PSLV | New | SPROTT PHYSICAL SILVER TRtr unit | $4,000 | – | 460 | +100.0% | 0.00% | – |
| NOVA | New | SUNNOVA ENERGY INTL INC. | $2,000 | – | 37 | +100.0% | 0.00% | – |
| SPWR | New | SUNPOWER CORP | $4,000 | – | 105 | +100.0% | 0.00% | – |
| SUNW | New | SUNWORKS INC | $3,000 | – | 200 | +100.0% | 0.00% | – |
| SKT | New | TANGER FACTORY OUTLET CTRS I | $3,000 | – | 200 | +100.0% | 0.00% | – |
| TDY | New | TELEDYNE TECHNOLOGIES INC | $4,000 | – | 10 | +100.0% | 0.00% | – |
| TMX | New | TERMINIX GLOBAL HOLDINGS INC | $3,000 | – | 67 | +100.0% | 0.00% | – |
| ALSN | New | ALLISON TRANSMISSION HLDGS I | $2,000 | – | 48 | +100.0% | 0.00% | – |
| TTEK | New | TETRA TECH INC NEW | $2,000 | – | 12 | +100.0% | 0.00% | – |
| ALXN | New | ALEXION PHARMACEUTICALS INC | $2,000 | – | 13 | +100.0% | 0.00% | – |
| UI | New | UBIQUITI INC | $2,000 | – | 6 | +100.0% | 0.00% | – |
| ULTA | New | ULTA BEAUTY INC | $2,000 | – | 7 | +100.0% | 0.00% | – |
| UMPQ | New | UMPQUA HLDGS CORP | $2,000 | – | 97 | +100.0% | 0.00% | – |
| UTHR | New | UNITED THERAPEUTICS CORP DEL | $3,000 | – | 15 | +100.0% | 0.00% | – |
| UPWK | New | UPWORK INC | $3,000 | – | 64 | +100.0% | 0.00% | – |
| BLV | New | VANGUARD BD INDEX FDSlong term bond | $4,000 | – | 45 | +100.0% | 0.00% | – |
| VT | New | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $2,000 | – | 19 | +100.0% | 0.00% | – |
| AMG | New | AFFILIATED MANAGERS GROUP IN | $3,000 | – | 18 | +100.0% | 0.00% | – |
| VXF | New | VANGUARD INDEX FDSextend mkt etf | $2,000 | – | 10 | +100.0% | 0.00% | – |
| ACRX | New | ACELRX PHARMACEUTICALS INC | $3,000 | – | 2,000 | +100.0% | 0.00% | – |
| WAFD | New | WASHINGTON FED INC | $2,000 | – | 58 | +100.0% | 0.00% | – |
| WDC | New | WESTERN DIGITAL CORP. | $2,000 | – | 29 | +100.0% | 0.00% | – |
| WEX | New | WEX INC | $4,000 | – | 20 | +100.0% | 0.00% | – |
| JWA | New | WILEY JOHN & SONS INCcl a | $2,000 | – | 28 | +100.0% | 0.00% | – |
| WDAY | New | WORKDAY INCcl a | $2,000 | – | 10 | +100.0% | 0.00% | – |
| POWW | New | AMMO INC | $2,000 | – | 400 | +100.0% | 0.00% | – |
| ZION | New | ZIONS BANCORPORATION N A | $3,000 | – | 55 | +100.0% | 0.00% | – |
| AXTA | New | AXALTA COATING SYS LTD | $4,000 | – | 120 | +100.0% | 0.00% | – |
| CPRI | New | CAPRI HOLDINGS LIMITED | $2,000 | – | 33 | +100.0% | 0.00% | – |
| FERG | New | FERGUSON PLC NEW | $2,000 | – | 14 | +100.0% | 0.00% | – |
| AGCO | New | AGCO CORP | $2,000 | – | 15 | +100.0% | 0.00% | – |
| NCLH | Buy | NORWEGIAN CRUISE LINE HLDG L | $3,000 | +50.0% | 111 | +22.0% | 0.00% | -50.0% |
| RPRX | New | ROYALTY PHARMA PLC | $2,000 | – | 40 | +100.0% | 0.00% | – |
| STLA | New | STELLANTIS N.V | $2,000 | – | 109 | +100.0% | 0.00% | – |
| AZRE | New | AZURE PWR GLOBAL LTD | $3,000 | – | 96 | +100.0% | 0.00% | – |
| BMBL | New | BUMBLE INC | $2,000 | – | 38 | +100.0% | 0.00% | – |
| ROST | New | ROSS STORES INC | $1,000 | – | 6 | +100.0% | 0.00% | – |
| EXR | New | EXTRA SPACE STORAGE INC | $0 | – | 3 | +100.0% | 0.00% | – |
| MIME | New | MIMECAST LTD | $1,000 | – | 22 | +100.0% | 0.00% | – |
| EXPD | New | EXPEDITORS INTL WASH INC | $0 | – | 4 | +100.0% | 0.00% | – |
| AQUA | New | EVOQUA WATER TECHNOLOGIES CO | $1,000 | – | 34 | +100.0% | 0.00% | – |
| INFO | New | IHS MARKIT LTD | $0 | – | 3 | +100.0% | 0.00% | – |
| EQNR | New | EQUINOR ASAsponsored adr | $1,000 | – | 49 | +100.0% | 0.00% | – |
| EFX | New | EQUIFAX INC | $1,000 | – | 3 | +100.0% | 0.00% | – |
| EHC | New | ENCOMPASS HEALTH CORP | $1,000 | – | 11 | +100.0% | 0.00% | – |
| EA | New | ELECTRONIC ARTS INC | $1,000 | – | 4 | +100.0% | 0.00% | – |
| BAH | New | BOOZ ALLEN HAMILTON HLDG CORcl a | $1,000 | – | 13 | +100.0% | 0.00% | – |
| DOYU | New | DOUYU INTL HLDGS LTDsponsored ads | $1,000 | – | 55 | +100.0% | 0.00% | – |
| DNN | New | DENISON MINES CORP | $1,000 | – | 1,000 | +100.0% | 0.00% | – |
| PNR | New | PENTAIR PLC | $1,000 | – | 15 | +100.0% | 0.00% | – |
| TT | New | TRANE TECHNOLOGIES PLC | $0 | – | 3 | +100.0% | 0.00% | – |
| DE | New | DEERE & CO | $1,000 | – | 3 | +100.0% | 0.00% | – |
| DECK | New | DECKERS OUTDOOR CORP | $1,000 | – | 2 | +100.0% | 0.00% | – |
| CPRT | New | COPART INC | $1,000 | – | 5 | +100.0% | 0.00% | – |
| OBSV | New | OBSEVA SA | $1,000 | – | 400 | +100.0% | 0.00% | – |
| SBS | New | COMPANHIA DE SANEAMENTO BASIsponsored adr | $1,000 | – | 83 | +100.0% | 0.00% | – |
| BHF | Buy | BRIGHTHOUSE FINL INC | $0 | – | 5 | +150.0% | 0.00% | – |
| CHD | New | CHURCH & DWIGHT INC | $0 | – | 3 | +100.0% | 0.00% | – |
| CERN | New | CERNER CORP | $1,000 | – | 8 | +100.0% | 0.00% | – |
| CLLS | Buy | CELLECTIS S Aspon ads | $1,000 | 0.0% | 43 | +87.0% | 0.00% | -100.0% |
| BFB | New | BROWN FORMAN CORPcl b | $1,000 | – | 16 | +100.0% | 0.00% | – |
| CCL | New | CARNIVAL CORPunit 99/99/9999 | $1,000 | – | 51 | +100.0% | 0.00% | – |
| LYB | New | LYONDELLBASELL INDUSTRIES N | $1,000 | – | 13 | +100.0% | 0.00% | – |
| CNI | New | CANADIAN NATL RY CO | $1,000 | – | 10 | +100.0% | 0.00% | – |
| CPB | Buy | CAMPBELL SOUP CO | $0 | – | 5 | +400.0% | 0.00% | – |
| COG | New | CABOT OIL & GAS CORP | $0 | – | 11 | +100.0% | 0.00% | – |
| CME | New | CME GROUP INC | $1,000 | – | 5 | +100.0% | 0.00% | – |
| RCL | New | ROYAL CARIBBEAN GROUP | $1,000 | – | 14 | +100.0% | 0.00% | – |
| TRU | New | TRANSUNION | $1,000 | – | 9 | +100.0% | 0.00% | – |
| ATI | Buy | ALLEGHENY TECHNOLOGIES INC | $1,000 | 0.0% | 61 | +7.0% | 0.00% | -100.0% |
| TFX | New | TELEFLEX INCORPORATED | $1,000 | – | 3 | +100.0% | 0.00% | – |
| TTWO | New | TAKE-TWO INTERACTIVE SOFTWAR | $1,000 | – | 3 | +100.0% | 0.00% | – |
| ALLO | New | ALLOGENE THERAPEUTICS INC | $1,000 | – | 24 | +100.0% | 0.00% | – |
| SYRS | New | SYROS PHARMACEUTICALS INC | $1,000 | – | 97 | +100.0% | 0.00% | – |
| SYN | New | SYNTHETIC BIOLOGICS INC | $1,000 | – | 1,000 | +100.0% | 0.00% | – |
| INN | New | SUMMIT HOTEL PPTYS INC | $0 | – | 14 | +100.0% | 0.00% | – |
| ARE | New | ALEXANDRIA REAL ESTATE EQ IN | $0 | – | 3 | +100.0% | 0.00% | – |
| SMFG | New | SUMITOMO MITSUI FINL GROUP Isponsored adr | $1,000 | – | 206 | +100.0% | 0.00% | – |
| STT | New | STATE STR CORP | $1,000 | – | 6 | +100.0% | 0.00% | – |
| SR | New | SPIRE INC | $1,000 | – | 17 | +100.0% | 0.00% | – |
| SEDG | New | SOLAREDGE TECHNOLOGIES INC | $1,000 | – | 5 | +100.0% | 0.00% | – |
| UCBI | New | UNITED CMNTY BKS BLAIRSVLE G | $1,000 | – | 33 | +100.0% | 0.00% | – |
| SFNC | New | SIMMONS 1ST NATL CORPcl a $1 par | $1,000 | – | 34 | +100.0% | 0.00% | – |
| SCI | New | SERVICE CORP INTL | $1,000 | – | 18 | +100.0% | 0.00% | – |
| URI | New | UNITED RENTALS INC | $1,000 | – | 3 | +100.0% | 0.00% | – |
| AKAM | New | AKAMAI TECHNOLOGIES INC | $0 | – | 3 | +100.0% | 0.00% | – |
| UHS | New | UNIVERSAL HLTH SVCS INCcl b | $0 | – | 3 | +100.0% | 0.00% | – |
| SAIC | New | SCIENCE APPLICATIONS INTL CO | $1,000 | – | 9 | +100.0% | 0.00% | – |
| HSIC | New | HENRY SCHEIN INC | $1,000 | – | 9 | +100.0% | 0.00% | – |
| SBAC | New | SBA COMMUNICATIONS CORP NEWcl a | $1,000 | – | 3 | +100.0% | 0.00% | – |
| RYAAY | New | RYANAIR HOLDINGS PLCsponsored ads | $1,000 | – | 11 | +100.0% | 0.00% | – |
| RMD | New | RESMED INC | $1,000 | – | 3 | +100.0% | 0.00% | – |
| RGNX | New | REGENXBIO INC | $1,000 | – | 25 | +100.0% | 0.00% | – |
| PWR | New | QUANTA SVCS INC | $1,000 | – | 9 | +100.0% | 0.00% | – |
| PUK | New | PRUDENTIAL PLCadr | $1,000 | – | 32 | +100.0% | 0.00% | – |
| VTIP | New | VANGUARD MALVERN FDSstrm infproidx | $0 | – | 8 | +100.0% | 0.00% | – |
| POR | New | PORTLAND GEN ELEC CO | $1,000 | – | 21 | +100.0% | 0.00% | – |
| APHA | New | APHRIA INC | $0 | – | 7 | +100.0% | 0.00% | – |
| TLK | New | P T TELEKOMUNIKASI INDONESIAsponsored adr | $1,000 | – | 23 | +100.0% | 0.00% | – |
| PEN | New | PENUMBRA INC | $1,000 | – | 3 | +100.0% | 0.00% | – |
| ORTX | New | ORCHARD THERAPEUTICS PLCads | $1,000 | – | 200 | +100.0% | 0.00% | – |
| NUE | New | NUCOR CORP | $1,000 | – | 13 | +100.0% | 0.00% | – |
| ARCT | New | ARCTURUS THERAPEUTICS HLDGS | $0 | – | 3 | +100.0% | 0.00% | – |
| NTRS | New | NORTHERN TR CORP | $1,000 | – | 9 | +100.0% | 0.00% | – |
| NOK | New | NOKIA CORPsponsored adr | $0 | – | 1 | +100.0% | 0.00% | – |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $1,000 | – | 8 | +100.0% | 0.00% | – |
| ANET | New | ARISTA NETWORKS INC | $1,000 | – | 3 | +100.0% | 0.00% | – |
| NEM | New | NEWMONT CORP | $1,000 | – | 20 | +100.0% | 0.00% | – |
| NKTR | New | NEKTAR THERAPEUTICS | $1,000 | – | 50 | +100.0% | 0.00% | – |
| MOS | New | MOSAIC CO NEW | $1,000 | – | 20 | +100.0% | 0.00% | – |
| MCO | New | MOODYS CORP | $1,000 | – | 3 | +100.0% | 0.00% | – |
| MNST | New | MONSTER BEVERAGE CORP NEW | $0 | – | 4 | +100.0% | 0.00% | – |
| VRSK | New | VERISK ANALYTICS INC | $1,000 | – | 3 | +100.0% | 0.00% | – |
| MKC | New | MCCORMICK & CO INC | $1,000 | – | 6 | +100.0% | 0.00% | – |
| ATRA | New | ATARA BIOTHERAPEUTICS INC | $1,000 | – | 60 | +100.0% | 0.00% | – |
| AUB | New | ATLANTIC UN BANKSHARES CORP | $1,000 | – | 31 | +100.0% | 0.00% | – |
| MANT | New | MANTECH INTERNATIONAL CORPcl a | $1,000 | – | 11 | +100.0% | 0.00% | – |
| MSM | New | MSC INDL DIRECT INCcl a | $1,000 | – | 13 | +100.0% | 0.00% | – |
| ATHM | New | AUTOHOME INCsp ads rp cl a | $1,000 | – | 12 | +100.0% | 0.00% | – |
| LVS | New | LAS VEGAS SANDS CORP | $1,000 | – | 10 | +100.0% | 0.00% | – |
| VG | New | VONAGE HLDGS CORP | $1,000 | – | 51 | +100.0% | 0.00% | – |
| AVLR | New | AVALARA INC | $1,000 | – | 7 | +100.0% | 0.00% | – |
| KEX | New | KIRBY CORP | $1,000 | – | 22 | +100.0% | 0.00% | – |
| KEYS | New | KEYSIGHT TECHNOLOGIES INC | $0 | – | 3 | +100.0% | 0.00% | – |
| KSU | New | KANSAS CITY SOUTHERN | $1,000 | – | 4 | +100.0% | 0.00% | – |
| AVYA | New | AVAYA HLDGS CORP | $1,000 | – | 36 | +100.0% | 0.00% | – |
| JKS | Buy | JINKOSOLAR HLDG CO LTDsponsored adr | $1,000 | 0.0% | 28 | +211.1% | 0.00% | -100.0% |
| WPG | Buy | WASHINGTON PRIME GROUP NEW | $0 | – | 24 | +4.3% | 0.00% | – |
| J | New | JACOBS ENGR GROUP INC | $0 | – | 3 | +100.0% | 0.00% | – |
| AZRX | New | AZURRX BIOPHARMA INC | $1,000 | – | 1,000 | +100.0% | 0.00% | – |
| BKR | New | BAKER HUGHES COMPANYcl a | $1,000 | – | 37 | +100.0% | 0.00% | – |
| BLL | New | BALL CORP | $0 | – | 4 | +100.0% | 0.00% | – |
| EMB | New | ISHARES TRjpmorgan usd emg | $1,000 | – | 10 | +100.0% | 0.00% | – |
| INO | New | INOVIO PHARMACEUTICALS INC | $1,000 | – | 104 | +100.0% | 0.00% | – |
| ITT | New | ITT INC | $1,000 | – | 13 | +100.0% | 0.00% | – |
| HST | New | HOST HOTELS & RESORTS INC | $0 | – | 17 | +100.0% | 0.00% | – |
| HRL | New | HORMEL FOODS CORP | $0 | – | 4 | +100.0% | 0.00% | – |
| BIO | New | BIO RAD LABS INCcl a | $1,000 | – | 2 | +100.0% | 0.00% | – |
| ASGN | New | ASGN INC | $1,000 | – | 12 | +100.0% | 0.00% | – |
| WCBR | New | WISDOMTREE TRcybersecurity fd | $1,000 | – | 50 | +100.0% | 0.00% | – |
| BMRN | New | BIOMARIN PHARMACEUTICAL INC | $1,000 | – | 9 | +100.0% | 0.00% | – |
| CDW | New | CDW CORP | $1,000 | – | 6 | +100.0% | 0.00% | – |
| JKHY | New | HENRY JACK & ASSOC INC | $1,000 | – | 6 | +100.0% | 0.00% | – |
| PEAK | New | HEALTHPEAK PROPERTIES INC | $1,000 | – | 21 | +100.0% | 0.00% | – |
| HOG | New | HARLEY DAVIDSON INC | $0 | – | 10 | +100.0% | 0.00% | – |
| XYL | New | XYLEM INC | $1,000 | – | 13 | +100.0% | 0.00% | – |
| GL | New | GLOBE LIFE INC | $0 | – | 3 | +100.0% | 0.00% | – |
| GBCI | New | GLACIER BANCORP INC NEW | $1,000 | – | 24 | +100.0% | 0.00% | – |
| GPS | New | GAP INC | $1,000 | – | 26 | +100.0% | 0.00% | – |
| FTDR | New | FRONTDOOR INC | $1,000 | – | 20 | +100.0% | 0.00% | – |
| FLT | New | FLEETCOR TECHNOLOGIES INC | $1,000 | – | 3 | +100.0% | 0.00% | – |
| ZS | New | ZSCALER INC | $1,000 | – | 6 | +100.0% | 0.00% | – |
| FRME | New | FIRST MERCHANTS CORP | $1,000 | – | 31 | +100.0% | 0.00% | – |
| ZOM | New | ZOMEDICA PHARMACEUTICALS COR | $1,000 | – | 600 | +100.0% | 0.00% | – |
| FFIN | New | FIRST FINL BANKSHARES | $1,000 | – | 22 | +100.0% | 0.00% | – |
| FAST | New | FASTENAL CO | $1,000 | – | 29 | +100.0% | 0.00% | – |
| FICO | New | FAIR ISAAC CORP | $1,000 | – | 2 | +100.0% | 0.00% | – |
| FDS | New | FACTSET RESH SYS INC | $1,000 | – | 3 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 15 | Q2 2024 | 13.9% |
| VANGUARD SCOTTSDALE FDS | 15 | Q2 2024 | 16.1% |
| WISDOMTREE TR | 15 | Q2 2024 | 34.0% |
| SPDR INDEX SHS FDS | 15 | Q2 2024 | 6.5% |
| ISHARES TR | 15 | Q2 2024 | 6.4% |
| SPDR SER TR | 15 | Q2 2024 | 6.3% |
| APPLE INC | 15 | Q2 2024 | 2.8% |
| MICROSOFT CORP | 15 | Q2 2024 | 3.1% |
| SCHWAB STRATEGIC TR | 15 | Q2 2024 | 4.0% |
| VANGUARD SCOTTSDALE FDS | 15 | Q2 2024 | 5.9% |
View Concord Wealth Partners's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-05 |
| 13F-HR | 2024-07-31 |
| 13F-HR/A | 2024-04-30 |
| 13F-HR/A | 2024-04-30 |
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-04-26 |
| 13F-HR | 2023-01-30 |
View Concord Wealth Partners'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.