$464 Million is the total value of Concord Wealth Partners's 1039 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 21.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPSB | Buy | SPDR SER TRportfolio short | $28,733,222 | +34.7% | 975,993 | +35.6% | 6.19% | +2.3% |
| DGRO | Buy | ISHARES TRcore div grwth | $26,170,151 | +10.5% | 507,862 | +7.2% | 5.64% | -16.1% |
| SRLN | Buy | SSGA ACTIVE ETF TRblackstone senr | $20,630,042 | +23.1% | 492,717 | +21.9% | 4.44% | -6.6% |
| FLTR | Buy | VANECK ETF TRUSTig floating rate | $20,541,964 | +37.2% | 813,543 | +35.7% | 4.42% | +4.2% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $15,206,557 | +24.1% | 209,399 | +25.0% | 3.28% | -5.8% |
| SHV | Buy | ISHARES TRshort treas bd | $14,337,347 | +39.1% | 129,808 | +39.1% | 3.09% | +5.5% |
| BKLN | Buy | INVESCO EXCH TRADED FD TR IIsr ln etf | $13,999,643 | +35.4% | 665,382 | +33.9% | 3.02% | +2.8% |
| AVEM | Buy | AMERICAN CENTY ETF TRavantis emgmkt | $12,758,143 | +48.5% | 237,096 | +46.0% | 2.75% | +12.8% |
| VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $10,282,959 | +32.1% | 175,298 | +35.0% | 2.22% | +0.2% |
| JQUA | New | J P MORGAN EXCHANGE TRADED Fus qualty fctr | $10,235,077 | – | 231,144 | +100.0% | 2.20% | – |
| AAPL | Buy | APPLE INC | $10,155,367 | +46.6% | 52,355 | +24.6% | 2.19% | +11.2% |
| Buy | ETF SER SOLUTIONSnationwide dow j | $9,799,090 | +31.4% | 480,348 | +28.0% | 2.11% | -0.3% | |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $9,296,634 | +46.6% | 120,438 | +44.7% | 2.00% | +11.3% |
| DON | Buy | WISDOMTREE TRus midcap divid | $9,271,352 | +21.4% | 220,484 | +18.3% | 2.00% | -7.8% |
| BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $8,765,038 | +29.2% | 95,459 | +29.2% | 1.89% | -1.9% |
| MSFT | Buy | MICROSOFT CORP | $8,379,125 | +48.1% | 24,605 | +25.4% | 1.80% | +12.4% |
| Buy | AMERICAN CENTY ETF TRus large cap vlu | $8,333,105 | +36.6% | 156,197 | +30.8% | 1.80% | +3.7% | |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $6,889,794 | +39.0% | 211,733 | +37.3% | 1.48% | +5.5% |
| DWX | Buy | SPDR INDEX SHS FDSs&p intl etf | $5,652,230 | +51.8% | 164,357 | +51.3% | 1.22% | +15.1% |
| XMHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p mdcp quality | $5,608,573 | +53.0% | 69,490 | +39.1% | 1.21% | +16.2% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $5,601,964 | +16272.8% | 59,418 | +15744.8% | 1.21% | +11970.0% |
| NULV | Buy | NUSHARES ETF TRnuveen esg lrgvl | $4,756,371 | +7.3% | 137,269 | +5.5% | 1.02% | -18.6% |
| DSI | Buy | ISHARES TRmsci kld400 soc | $3,447,182 | +13.1% | 40,955 | +4.8% | 0.74% | -14.2% |
| SPMB | Buy | SPDR SER TRport mtg bk etf | $3,238,890 | -1.0% | 147,827 | +0.2% | 0.70% | -24.9% |
| AMZN | Buy | AMAZON COM INC | $3,185,607 | +52.7% | 24,437 | +21.0% | 0.69% | +15.9% |
| JNJ | Buy | JOHNSON & JOHNSON | $3,154,527 | +56.1% | 19,058 | +46.2% | 0.68% | +18.5% |
| XOM | Buy | EXXON MOBIL CORP | $3,028,239 | +58.5% | 28,235 | +62.1% | 0.65% | +20.3% |
| TFC | Buy | TRUIST FINL CORP | $2,914,979 | +1.8% | 96,045 | +14.4% | 0.63% | -22.8% |
| DFAC | Buy | DIMENSIONAL ETF TRUSTus core equity 2 | $2,828,701 | +8.1% | 104,188 | +1.5% | 0.61% | -17.9% |
| AVGO | Buy | BROADCOM INC | $2,770,763 | +115.7% | 3,194 | +59.5% | 0.60% | +64.0% |
| JPM | Buy | JPMORGAN CHASE & CO | $2,466,174 | +72.0% | 16,957 | +54.1% | 0.53% | +30.5% |
| PG | Buy | PROCTER AND GAMBLE CO | $2,463,293 | +47.0% | 16,234 | +44.1% | 0.53% | +11.8% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $2,450,386 | +547.2% | 44,287 | +538.6% | 0.53% | +393.5% |
| MRK | Buy | MERCK & CO INC | $2,435,557 | +75.6% | 21,107 | +61.9% | 0.52% | +33.2% |
| HD | Buy | HOME DEPOT INC | $2,413,723 | +64.7% | 7,770 | +56.5% | 0.52% | +25.0% |
| PEP | Buy | PEPSICO INC | $2,272,542 | +83.4% | 12,269 | +80.5% | 0.49% | +38.9% |
| CGW | Buy | INVESCO EXCH TRADED FD TR IIs&p gbl water | $2,109,573 | +35.9% | 41,034 | +31.8% | 0.45% | +3.2% |
| CVX | Buy | CHEVRON CORP NEW | $2,070,130 | +65.8% | 13,156 | +71.9% | 0.45% | +26.0% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $2,027,699 | +68.1% | 16,762 | +44.5% | 0.44% | +27.8% |
| MUB | Buy | ISHARES TRnational mun etf | $1,961,431 | +4.7% | 18,378 | +5.7% | 0.42% | -20.7% |
| KO | Buy | COCA COLA CO | $1,827,814 | +55.7% | 30,352 | +60.4% | 0.39% | +18.3% |
| TSLA | Buy | TESLA INC | $1,786,318 | +70.1% | 6,824 | +34.8% | 0.38% | +29.2% |
| SPTS | Buy | SPDR SER TRportfolio sh tsr | $1,667,718 | +867.9% | 57,927 | +882.6% | 0.36% | +632.7% |
| ESGD | Buy | ISHARES TResg aw msci eafe | $1,634,441 | +9.8% | 22,411 | +8.1% | 0.35% | -16.6% |
| LLY | Buy | LILLY ELI & CO | $1,608,346 | +91.3% | 3,429 | +40.1% | 0.35% | +44.8% |
| FB | Buy | META PLATFORMS INCcl a | $1,577,529 | +98.6% | 5,497 | +46.7% | 0.34% | +51.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,556,324 | +12.3% | 4,564 | +1.7% | 0.34% | -14.8% |
| TXN | Buy | TEXAS INSTRS INC | $1,513,245 | +71.9% | 8,406 | +77.6% | 0.33% | +30.4% |
| ABBV | Buy | ABBVIE INC | $1,424,055 | +50.9% | 10,570 | +78.5% | 0.31% | +14.6% |
| CSCO | Buy | CISCO SYS INC | $1,415,866 | +68.4% | 27,365 | +70.1% | 0.30% | +27.6% |
| MCD | Buy | MCDONALDS CORP | $1,379,134 | +55.7% | 4,622 | +45.9% | 0.30% | +18.3% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,367,524 | +84.2% | 2,845 | +81.1% | 0.30% | +39.8% |
| HDV | Buy | ISHARES TRcore high dv etf | $1,346,735 | +2.7% | 13,362 | +3.6% | 0.29% | -22.0% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,343,633 | +34.6% | 11,225 | +16.7% | 0.29% | +2.1% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $1,297,469 | +43.0% | 20,289 | +55.0% | 0.28% | +8.6% |
| SO | Buy | SOUTHERN CO | $1,268,243 | +45.2% | 18,053 | +43.8% | 0.27% | +10.1% |
| BAC | Buy | BANK AMERICA CORP | $1,226,858 | +96.2% | 42,763 | +95.6% | 0.26% | +49.2% |
| V | Buy | VISA INC | $1,171,151 | +57.9% | 4,932 | +49.9% | 0.25% | +19.4% |
| AMGN | Buy | AMGEN INC | $1,091,874 | +32.5% | 4,918 | +44.3% | 0.24% | +0.4% |
| SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $1,092,697 | +43.6% | 21,659 | +34.6% | 0.24% | +8.8% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,070,184 | +35.0% | 28,776 | +41.2% | 0.23% | +2.2% |
| C | Buy | CITIGROUP INC | $1,038,973 | +62.0% | 22,567 | +65.0% | 0.22% | +23.1% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $1,027,352 | +23.3% | 5,731 | +33.5% | 0.22% | -6.4% |
| NEE | Buy | NEXTERA ENERGY INC | $1,020,612 | +24.6% | 13,755 | +29.5% | 0.22% | -5.2% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $930,591 | +46.0% | 2,366 | +34.9% | 0.20% | +10.5% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $925,309 | +74.7% | 22,270 | +59.4% | 0.20% | +32.7% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $904,806 | +33.5% | 2,449 | +16.0% | 0.20% | +1.6% |
| CNRG | Buy | SPDR SER TRs&p kensho clean | $856,621 | +5.7% | 10,124 | +8.3% | 0.18% | -20.0% |
| LOW | Buy | LOWES COS INC | $847,202 | +19.0% | 3,754 | +5.4% | 0.18% | -9.9% |
| QCOM | Buy | QUALCOMM INC | $832,806 | +64.9% | 6,996 | +76.8% | 0.18% | +25.2% |
| WMT | Buy | WALMART INC | $785,180 | +52.4% | 4,995 | +43.0% | 0.17% | +15.8% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $778,000 | +21.5% | 3,540 | +23.1% | 0.17% | -7.7% |
| NUMV | Buy | NUSHARES ETF TRnuveen esg midvl | $775,921 | +8.4% | 26,187 | +5.0% | 0.17% | -17.7% |
| Buy | FS CREDIT OPPORTUNITIES CORP | $752,044 | +51.1% | 158,325 | +41.3% | 0.16% | +14.9% | |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $743,624 | +53.2% | 19,730 | +51.9% | 0.16% | +15.9% |
| IDV | Buy | ISHARES TRintl sel div etf | $736,978 | -1.1% | 27,990 | +3.3% | 0.16% | -24.6% |
| LMT | Buy | LOCKHEED MARTIN CORP | $728,220 | +52.3% | 1,582 | +56.3% | 0.16% | +15.4% |
| BLK | Buy | BLACKROCK INC | $719,346 | +43.7% | 1,041 | +39.2% | 0.16% | +9.2% |
| GILD | Buy | GILEAD SCIENCES INC | $716,334 | +72.5% | 9,295 | +85.7% | 0.15% | +30.5% |
| ESML | Buy | ISHARES TResg aware msci | $679,822 | +15.0% | 19,139 | +10.0% | 0.15% | -13.1% |
| PSX | Buy | PHILLIPS 66 | $669,392 | +71.3% | 7,018 | +82.1% | 0.14% | +29.7% |
| DUK | Buy | DUKE ENERGY CORP NEW | $656,196 | +16.7% | 7,312 | +25.5% | 0.14% | -11.9% |
| UNP | Buy | UNION PAC CORP | $656,782 | +83.2% | 3,210 | +80.1% | 0.14% | +38.2% |
| VLO | Buy | VALERO ENERGY CORP | $648,510 | +61.3% | 5,529 | +92.0% | 0.14% | +22.8% |
| ORCL | Buy | ORACLE CORP | $647,242 | +67.4% | 5,435 | +30.6% | 0.14% | +26.4% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $643,213 | +84.1% | 1,994 | +86.7% | 0.14% | +40.4% |
| CAT | Buy | CATERPILLAR INC | $616,221 | +11.8% | 2,504 | +4.0% | 0.13% | -14.7% |
| SDG | Buy | ISHARES TRmsci gbl sus dev | $612,875 | +57.5% | 7,753 | +57.7% | 0.13% | +20.0% |
| MO | Buy | ALTRIA GROUP INC | $592,731 | +54.7% | 13,085 | +52.4% | 0.13% | +17.4% |
| WFC | Buy | WELLS FARGO CO NEW | $584,227 | +119.1% | 13,689 | +91.9% | 0.13% | +65.8% |
| WPC | Buy | WP CAREY INC | $576,827 | +5.7% | 8,538 | +21.2% | 0.12% | -20.0% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $573,739 | +11.6% | 2,958 | +17.6% | 0.12% | -15.1% |
| SPGI | Buy | S&P GLOBAL INC | $571,348 | +153.4% | 1,425 | +117.9% | 0.12% | +92.2% |
| APD | Buy | AIR PRODS & CHEMS INC | $572,387 | +5.3% | 1,911 | +1.0% | 0.12% | -20.1% |
| KMX | Buy | CARMAX INC | $567,905 | +111.2% | 6,785 | +62.2% | 0.12% | +60.5% |
| COP | Buy | CONOCOPHILLIPS | $563,696 | +51.9% | 5,441 | +45.4% | 0.12% | +15.2% |
| MS | Buy | MORGAN STANLEY | $546,135 | +62.4% | 6,395 | +67.0% | 0.12% | +24.2% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $512,445 | +62.1% | 1,150 | +49.5% | 0.11% | +22.2% |
| ESGE | Buy | ISHARES INCesg awr msci em | $500,559 | +14.4% | 15,825 | +13.9% | 0.11% | -12.9% |
| MDT | Buy | MEDTRONIC PLC | $497,877 | +161.2% | 5,651 | +139.0% | 0.11% | +98.1% |
| KR | Buy | KROGER CO | $490,342 | +78.2% | 10,433 | +87.2% | 0.11% | +35.9% |
| ANTM | Buy | ELEVANCE HEALTH INC | $479,612 | +18.6% | 1,080 | +22.9% | 0.10% | -10.4% |
| LRCX | Buy | LAM RESEARCH CORP | $471,877 | +66.4% | 734 | +37.2% | 0.10% | +27.5% |
| PHM | Buy | PULTE GROUP INC | $475,246 | +137.4% | 6,118 | +78.1% | 0.10% | +78.9% |
| COF | Buy | CAPITAL ONE FINL CORP | $453,307 | +102.1% | 4,145 | +77.7% | 0.10% | +53.1% |
| MMM | Buy | 3M CO | $457,172 | +28.2% | 4,568 | +34.6% | 0.10% | -3.0% |
| COST | Buy | COSTCO WHSL CORP NEW | $450,104 | +69.0% | 836 | +56.0% | 0.10% | +27.6% |
| CME | Buy | CME GROUP INC | $446,967 | +81.3% | 2,412 | +87.4% | 0.10% | +37.1% |
| LEN | Buy | LENNAR CORPcl a | $447,460 | +121.4% | 3,571 | +85.7% | 0.10% | +68.4% |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N | $443,996 | +92.3% | 4,835 | +96.5% | 0.10% | +45.5% |
| AMAT | Buy | APPLIED MATLS INC | $427,921 | +96.7% | 2,961 | +67.2% | 0.09% | +48.4% |
| FDX | Buy | FEDEX CORP | $422,821 | +110.8% | 1,706 | +94.3% | 0.09% | +59.6% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $419,506 | +37.3% | 804 | +51.7% | 0.09% | +3.4% |
| DFAI | Buy | DIMENSIONAL ETF TRUSTintl core eqt mk | $404,367 | +25.8% | 14,801 | +24.1% | 0.09% | -4.4% |
| VIAC | Buy | PARAMOUNT GLOBAL | $393,797 | +23.9% | 24,752 | +73.7% | 0.08% | -5.6% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $386,879 | +5.5% | 2,066 | +0.5% | 0.08% | -20.2% |
| PFE | Buy | PFIZER INC | $382,626 | +6.8% | 10,431 | +18.8% | 0.08% | -19.6% |
| FANG | Buy | DIAMONDBACK ENERGY INC | $377,233 | +10.6% | 2,872 | +13.8% | 0.08% | -16.5% |
| CSX | Buy | CSX CORP | $365,933 | +42.9% | 10,731 | +25.5% | 0.08% | +8.2% |
| WRK | Buy | WESTROCK CO | $364,360 | +82.7% | 12,534 | +91.5% | 0.08% | +36.8% |
| TSN | Buy | TYSON FOODS INCcl a | $356,328 | +68.4% | 6,981 | +95.8% | 0.08% | +28.3% |
| D | Buy | DOMINION ENERGY INC | $355,717 | +31.4% | 6,868 | +41.8% | 0.08% | 0.0% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $347,995 | +66.6% | 3,055 | +43.4% | 0.08% | +27.1% |
| CVS | Buy | CVS HEALTH CORP | $349,746 | -1.4% | 5,059 | +5.9% | 0.08% | -25.7% |
| BBY | Buy | BEST BUY INC | $342,316 | +93.1% | 4,177 | +84.4% | 0.07% | +48.0% |
| USMV | Buy | ISHARES TRmsci usa min vol | $343,553 | +23.0% | 4,622 | +20.4% | 0.07% | -6.3% |
| Buy | LINDE PLC | $336,406 | +102.9% | 883 | +89.1% | 0.07% | +53.2% | |
| MHK | Buy | MOHAWK INDS INC | $331,556 | +86.1% | 3,214 | +80.8% | 0.07% | +39.2% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $328,835 | +61.5% | 11,542 | +96.1% | 0.07% | +22.4% |
| EMR | Buy | EMERSON ELEC CO | $323,235 | +44.9% | 3,576 | +39.7% | 0.07% | +11.1% |
| NVS | Buy | NOVARTIS AGsponsored adr | $324,506 | +16.7% | 3,216 | +6.4% | 0.07% | -11.4% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $316,308 | +73.2% | 1,264 | +68.5% | 0.07% | +30.8% |
| EOG | Buy | EOG RES INC | $310,002 | +77.6% | 2,709 | +77.9% | 0.07% | +34.0% |
| MBB | Buy | ISHARES TRmbs etf | $304,510 | +77.2% | 3,265 | +80.0% | 0.07% | +34.7% |
| EXPD | Buy | EXPEDITORS INTL WASH INC | $302,369 | +101.6% | 2,496 | +83.3% | 0.06% | +51.2% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $298,144 | +33.2% | 3,044 | +33.2% | 0.06% | 0.0% |
| KMB | Buy | KIMBERLY-CLARK CORP | $297,650 | +49.1% | 2,156 | +44.9% | 0.06% | +12.3% |
| NOW | Buy | SERVICENOW INC | $295,034 | +118.9% | 525 | +81.0% | 0.06% | +68.4% |
| EFA | Buy | ISHARES TRmsci eafe etf | $298,455 | +3.2% | 4,117 | +1.8% | 0.06% | -22.0% |
| DHR | Buy | DANAHER CORPORATION | $298,588 | +63.0% | 1,244 | +71.1% | 0.06% | +23.1% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $293,155 | +13.7% | 6,786 | +7.2% | 0.06% | -13.7% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $291,675 | +115.4% | 853 | +60.9% | 0.06% | +65.8% |
| PLW | Buy | INVESCO EXCH TRADED FD TR II1 30 lader tre | $291,703 | +4.2% | 10,000 | +7.0% | 0.06% | -20.3% |
| SCHR | Buy | SCHWAB STRATEGIC TRint-trm u.s tres | $288,947 | +31.7% | 5,863 | +34.8% | 0.06% | 0.0% |
| CI | Buy | THE CIGNA GROUP | $289,433 | +11.7% | 1,031 | +1.7% | 0.06% | -16.2% |
| INTU | Buy | INTUIT | $279,087 | +38.8% | 609 | +35.0% | 0.06% | +5.3% |
| DISH | Buy | DISH NETWORK CORPORATIONcl a | $275,831 | +38.0% | 41,856 | +95.3% | 0.06% | +3.5% |
| IEFA | Buy | ISHARES TRcore msci eafe | $273,876 | +15.6% | 4,057 | +14.5% | 0.06% | -11.9% |
| USB | Buy | US BANCORP DEL | $275,564 | +50.2% | 8,340 | +63.8% | 0.06% | +13.5% |
| ACN | Buy | ACCENTURE PLC IRELAND | $265,086 | +446.7% | 859 | +405.3% | 0.06% | +307.1% |
| TIP | Buy | ISHARES TRtips bd etf | $263,739 | +2.9% | 2,451 | +5.4% | 0.06% | -21.9% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $265,197 | -1.7% | 2,301 | +0.3% | 0.06% | -26.0% |
| CRM | Buy | SALESFORCE INC | $263,441 | +16.1% | 1,247 | +9.8% | 0.06% | -10.9% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $263,378 | -5.7% | 3,128 | +2.0% | 0.06% | -27.8% |
| PFG | Buy | PRINCIPAL FINANCIAL GROUP IN | $254,389 | +6.4% | 3,354 | +4.3% | 0.06% | -19.1% |
| ETR | Buy | ENTERGY CORP NEW | $256,667 | -8.4% | 2,636 | +1.3% | 0.06% | -31.2% |
| DIS | Buy | DISNEY WALT CO | $257,693 | -7.6% | 2,886 | +3.7% | 0.06% | -30.4% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $252,208 | +49.0% | 351 | +70.4% | 0.05% | +12.5% |
| SWKS | Buy | SKYWORKS SOLUTIONS INC | $252,061 | +93.5% | 2,277 | +106.2% | 0.05% | +45.9% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $249,239 | +15.7% | 2,501 | +12.3% | 0.05% | -11.5% |
| PID | Buy | INVESCO EXCHANGE TRADED FD Tintl divi achi | $245,209 | +31.8% | 13,585 | +30.2% | 0.05% | 0.0% |
| MTB | Buy | M & T BK CORP | $246,556 | +65.0% | 1,992 | +59.5% | 0.05% | +26.2% |
| KLAC | Buy | KLA CORP | $239,644 | +142.0% | 494 | +99.2% | 0.05% | +85.7% |
| BKNG | Buy | BOOKING HOLDINGS INC | $243,030 | +23.8% | 90 | +21.6% | 0.05% | -7.1% |
| HYT | Buy | BLACKROCK CORPOR HI YLD FD I | $235,015 | +5.1% | 26,347 | +2.7% | 0.05% | -19.0% |
| GM | Buy | GENERAL MTRS CO | $231,567 | +14.4% | 6,005 | +8.8% | 0.05% | -12.3% |
| DFAS | Buy | DIMENSIONAL ETF TRUSTus small cap etf | $228,000 | +19.2% | 4,161 | +14.6% | 0.05% | -9.3% |
| FISV | Buy | FISERV INC | $223,790 | +22.0% | 1,774 | +9.3% | 0.05% | -7.7% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $220,999 | +99.3% | 628 | +78.4% | 0.05% | +54.8% |
| SNPS | Buy | SYNOPSYS INC | $217,705 | +108.8% | 500 | +85.2% | 0.05% | +56.7% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $218,017 | +3.8% | 1,575 | +0.5% | 0.05% | -21.7% |
| SBUX | Buy | STARBUCKS CORP | $218,724 | +28.9% | 2,208 | +35.5% | 0.05% | -2.1% |
| CDNS | Buy | CADENCE DESIGN SYSTEM INC | $212,710 | +110.1% | 907 | +88.2% | 0.05% | +58.6% |
| PM | Buy | PHILIP MORRIS INTL INC | $202,414 | +54.4% | 2,073 | +53.8% | 0.04% | +18.9% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $201,187 | +14.7% | 978 | +8.7% | 0.04% | -14.0% |
| F | Buy | FORD MTR CO DEL | $200,436 | +34.1% | 13,248 | +11.7% | 0.04% | +2.4% |
| GLD | Buy | SPDR GOLD TR | $197,345 | -1.7% | 1,107 | +1.0% | 0.04% | -24.6% |
| DE | Buy | DEERE & CO | $192,069 | +92.2% | 474 | +95.9% | 0.04% | +46.4% |
| ESGU | Buy | ISHARES TResg awr msci usa | $191,314 | +117.6% | 1,963 | +102.0% | 0.04% | +64.0% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $187,490 | +18.4% | 2,579 | +20.2% | 0.04% | -11.1% |
| KOMP | Buy | SPDR SER TRs&p kensho new | $184,285 | +20.5% | 4,132 | +15.4% | 0.04% | -7.0% |
| ENB | Buy | ENBRIDGE INC | $179,732 | +5.7% | 4,838 | +8.5% | 0.04% | -18.8% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $180,848 | +43.0% | 1,065 | +25.9% | 0.04% | +8.3% |
| ET | Buy | ENERGY TRANSFER L P | $172,206 | +108.4% | 13,560 | +104.6% | 0.04% | +60.9% |
| GD | Buy | GENERAL DYNAMICS CORP | $173,895 | +10.7% | 808 | +17.4% | 0.04% | -17.8% |
| OKE | Buy | ONEOK INC NEW | $167,307 | +46.7% | 2,711 | +51.0% | 0.04% | +12.5% |
| INGR | Buy | INGREDION INC | $163,057 | +26.0% | 1,539 | +21.0% | 0.04% | -5.4% |
| TROW | Buy | PRICE T ROWE GROUP INC | $163,727 | +60.0% | 1,462 | +61.2% | 0.04% | +20.7% |
| PAVE | Buy | GLOBAL X FDSus infr dev etf | $163,593 | +206.6% | 5,205 | +176.6% | 0.04% | +133.3% |
| PAYX | Buy | PAYCHEX INC | $161,360 | +72.7% | 1,442 | +76.9% | 0.04% | +29.6% |
| BDX | Buy | BECTON DICKINSON & CO | $155,932 | +27.6% | 591 | +19.6% | 0.03% | -2.9% |
| CRBN | Buy | ISHARES TRmsci lw crb tg | $152,481 | +13.1% | 975 | +7.0% | 0.03% | -13.2% |
| JPI | Buy | NUVEEN PFD & INCOME TERM FD | $152,172 | -3.0% | 9,063 | +1.8% | 0.03% | -26.7% |
| FTEC | Buy | FIDELITY COVINGTON TRUSTmsci info tech i | $148,582 | +14.8% | 1,137 | +0.2% | 0.03% | -13.5% |
| MCK | Buy | MCKESSON CORP | $150,840 | +49.7% | 353 | +24.7% | 0.03% | +10.3% |
| ALL | Buy | ALLSTATE CORP | $147,032 | +56.3% | 1,348 | +58.8% | 0.03% | +18.5% |
| PXD | Buy | PIONEER NAT RES CO | $150,900 | +123.9% | 728 | +120.6% | 0.03% | +68.4% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $144,065 | +10.0% | 551 | +5.4% | 0.03% | -16.2% |
| PDI | Buy | PIMCO DYNAMIC INCOME FD | $142,223 | +8.1% | 7,585 | +3.8% | 0.03% | -16.2% |
| HYLB | Buy | DBX ETF TRxtrack usd high | $140,904 | +0.7% | 4,084 | +1.4% | 0.03% | -25.0% |
| NEM | Buy | NEWMONT CORP | $139,706 | +49.2% | 3,275 | +71.5% | 0.03% | +11.1% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $137,312 | +52.3% | 1,035 | +48.7% | 0.03% | +15.4% |
| AGG | Buy | ISHARES TRcore us aggbd et | $138,811 | -1.6% | 1,417 | +0.1% | 0.03% | -25.0% |
| DVY | Buy | ISHARES TRselect divid etf | $137,499 | -2.6% | 1,214 | +0.7% | 0.03% | -25.0% |
| STLD | Buy | STEEL DYNAMICS INC | $141,064 | +124.4% | 1,295 | +132.9% | 0.03% | +66.7% |
| VYMI | Buy | VANGUARD WHITEHALL FDSintl high etf | $141,252 | +12.0% | 2,235 | +9.8% | 0.03% | -16.7% |
| FAST | Buy | FASTENAL CO | $133,526 | +100.9% | 2,264 | +83.8% | 0.03% | +52.6% |
| UL | Buy | UNILEVER PLCspon adr new | $133,609 | +6.5% | 2,563 | +6.1% | 0.03% | -19.4% |
| BK | Buy | BANK NEW YORK MELLON CORP | $132,282 | +14.7% | 2,971 | +17.1% | 0.03% | -15.2% |
| GOVT | Buy | ISHARES TRus treas bd etf | $127,713 | +142.5% | 5,577 | +147.5% | 0.03% | +86.7% |
| ZTS | Buy | ZOETIS INCcl a | $131,224 | +53.1% | 762 | +48.0% | 0.03% | +16.7% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $130,375 | +226.6% | 537 | +205.1% | 0.03% | +154.5% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $125,929 | +4.7% | 2,230 | +0.0% | 0.03% | -20.6% |
| BR | Buy | BROADRIDGE FINL SOLUTIONS IN | $119,254 | +60.2% | 720 | +41.7% | 0.03% | +23.8% |
| DFAT | Buy | DIMENSIONAL ETF TRUSTus targeted vlu | $120,211 | +23.3% | 2,591 | +18.3% | 0.03% | -7.1% |
| DFUS | Buy | DIMENSIONAL ETF TRUSTus equity etf | $119,703 | +15.8% | 2,486 | +6.8% | 0.03% | -10.3% |
| EBAY | Buy | EBAY INC. | $121,333 | +31.6% | 2,715 | +30.7% | 0.03% | 0.0% |
| ERTH | Buy | INVESCO EXCHANGE TRADED FD Tinvesco msci | $115,381 | +32.4% | 2,354 | +32.6% | 0.02% | 0.0% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $117,850 | +0.7% | 1,570 | +1.4% | 0.02% | -24.2% |
| PLD | Buy | PROLOGIS INC. | $117,210 | +2.1% | 956 | +3.9% | 0.02% | -24.2% |
| TM | Buy | TOYOTA MOTOR CORPads | $115,702 | +20.4% | 720 | +6.2% | 0.02% | -7.4% |
| HRL | Buy | HORMEL FOODS CORP | $117,406 | +1.6% | 2,919 | +0.7% | 0.02% | -24.2% |
| FFTI | Buy | NORTHERN LTS FD TR IVfrmlafolios tatl | $116,791 | -0.9% | 5,697 | +0.6% | 0.02% | -24.2% |
| TAN | Buy | INVESCO EXCH TRADED FD TR IIsolar etf | $111,058 | +55.3% | 1,555 | +68.8% | 0.02% | +20.0% |
| PANW | New | PALO ALTO NETWORKS INC | $111,913 | – | 438 | +100.0% | 0.02% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $110,401 | – | 635 | +100.0% | 0.02% | – |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $112,413 | +1.4% | 1,060 | +0.9% | 0.02% | -22.6% |
| WM | Buy | WASTE MGMT INC DEL | $106,781 | +7.5% | 616 | +1.1% | 0.02% | -17.9% |
| SNY | Buy | SANOFIsponsored adr | $109,094 | +19.1% | 2,024 | +20.3% | 0.02% | -11.5% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $107,679 | +4.6% | 1,005 | +0.3% | 0.02% | -20.7% |
| IMCG | Buy | ISHARES TRmrgstr md cp grw | $102,196 | +98.4% | 1,677 | +87.4% | 0.02% | +46.7% |
| Buy | GENERAL ELECTRIC CO | $104,434 | +45.0% | 951 | +26.3% | 0.02% | +10.0% | |
| SCHW | Buy | SCHWAB CHARLES CORP | $104,064 | +30.5% | 1,836 | +20.6% | 0.02% | -4.3% |
| WH | Buy | WYNDHAM HOTELS & RESORTS INC | $103,266 | +27.1% | 1,506 | +25.8% | 0.02% | -4.3% |
| GPC | Buy | GENUINE PARTS CO | $97,254 | +5.0% | 575 | +4.0% | 0.02% | -19.2% |
| YUMC | Buy | YUM CHINA HLDGS INC | $98,028 | -0.5% | 1,735 | +11.6% | 0.02% | -25.0% |
| LH | Buy | LABORATORY CORP AMER HLDGS | $95,567 | +37.0% | 396 | +30.3% | 0.02% | +5.0% |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $98,176 | +8.1% | 1,795 | +7.4% | 0.02% | -19.2% |
| SPG | Buy | SIMON PPTY GROUP INC NEW | $91,913 | +6.3% | 796 | +3.1% | 0.02% | -20.0% |
| ABT | Buy | ABBOTT LABS | $93,730 | +46.5% | 860 | +36.1% | 0.02% | +11.1% |
| IUSB | Buy | ISHARES TRcore total usd | $93,441 | +148.1% | 2,055 | +151.8% | 0.02% | +81.8% |
| BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $88,022 | +77.4% | 2,651 | +87.6% | 0.02% | +35.7% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $88,777 | +29.9% | 705 | +31.0% | 0.02% | 0.0% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $90,058 | +17.2% | 392 | +10.4% | 0.02% | -13.6% |
| AIG | Buy | AMERICAN INTL GROUP INC | $88,952 | +31.9% | 1,546 | +15.5% | 0.02% | 0.0% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $89,932 | +10.4% | 1,276 | +0.1% | 0.02% | -17.4% |
| FTNT | Buy | FORTINET INC | $82,469 | +19.2% | 1,091 | +4.8% | 0.02% | -10.0% |
| GLW | Buy | CORNING INC | $83,460 | +0.6% | 2,382 | +1.3% | 0.02% | -25.0% |
| ORLY | Buy | OREILLY AUTOMOTIVE INC | $82,156 | +13.8% | 86 | +1.2% | 0.02% | -10.0% |
| PRU | Buy | PRUDENTIAL FINL INC | $81,584 | +59.5% | 925 | +49.7% | 0.02% | +20.0% |
| TGT | Buy | TARGET CORP | $85,076 | +2.5% | 645 | +28.7% | 0.02% | -25.0% |
| LOB | Buy | LIVE OAK BANCSHARES INC | $85,613 | +12453.2% | 3,254 | +11521.4% | 0.02% | – |
| HSY | Buy | HERSHEY CO | $77,157 | +4.2% | 309 | +6.2% | 0.02% | -19.0% |
| FCPI | Buy | FIDELITY COVINGTON TRUSTstock for infl | $77,729 | +4.8% | 2,369 | +0.6% | 0.02% | -19.0% |
| JCI | Buy | JOHNSON CTLS INTL PLC | $72,833 | +21.0% | 1,069 | +7.0% | 0.02% | -5.9% |
| MSEX | Buy | MIDDLESEX WTR CO | $72,843 | +3.4% | 903 | +0.1% | 0.02% | -20.0% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $75,829 | +35.0% | 276 | +20.0% | 0.02% | 0.0% |
| KMI | Buy | KINDER MORGAN INC DEL | $76,020 | -1.5% | 4,415 | +0.2% | 0.02% | -27.3% |
| SYK | Buy | STRYKER CORPORATION | $73,478 | +7.1% | 241 | +0.4% | 0.02% | -15.8% |
| IAU | Buy | ISHARES GOLD TRishares new | $75,400 | +4.7% | 2,072 | +7.5% | 0.02% | -20.0% |
| EFV | Buy | ISHARES TReafe value etf | $68,027 | +123.9% | 1,390 | +122.0% | 0.02% | +66.7% |
| MDU | New | MDU RES GROUP INC | $70,966 | – | 3,389 | +100.0% | 0.02% | – |
| TJX | Buy | TJX COS INC NEW | $70,771 | +23.9% | 835 | +14.5% | 0.02% | -6.2% |
| EIX | Buy | EDISON INTL | $71,256 | +2.6% | 1,026 | +4.3% | 0.02% | -25.0% |
| FMAT | Buy | FIDELITY COVINGTON TRUSTmsci matls index | $66,182 | +2.8% | 1,418 | +0.4% | 0.01% | -22.2% |
| IQV | Buy | IQVIA HLDGS INC | $62,936 | +31.3% | 280 | +16.2% | 0.01% | 0.0% |
| ABC | Buy | AMERISOURCEBERGEN CORP | $66,966 | +38.5% | 348 | +15.2% | 0.01% | 0.0% |
| CMP | Buy | COMPASS MINERALS INTL INC | $64,600 | +19.5% | 1,900 | +20.5% | 0.01% | -6.7% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $64,548 | +4.8% | 293 | +0.3% | 0.01% | -17.6% |
| Buy | WARNER BROS DISCOVERY INC | $64,782 | -10.8% | 5,166 | +7.4% | 0.01% | -33.3% | |
| AOA | Buy | ISHARES TRaggres alloc etf | $61,554 | +4.6% | 928 | +0.3% | 0.01% | -23.5% |
| VOO | Buy | VANGUARD INDEX FDS | $61,335 | +72.4% | 151 | +58.9% | 0.01% | +30.0% |
| ALLE | New | ALLEGION PLC | $60,130 | – | 501 | +100.0% | 0.01% | – |
| CB | Buy | CHUBB LIMITED | $58,708 | +41.8% | 305 | +43.2% | 0.01% | +8.3% |
| AFL | Buy | AFLAC INC | $62,680 | +61.9% | 898 | +49.7% | 0.01% | +18.2% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $62,550 | -0.2% | 601 | +0.3% | 0.01% | -27.8% |
| BX | Buy | BLACKSTONE INC | $59,501 | +10.0% | 640 | +3.9% | 0.01% | -13.3% |
| ARKK | Buy | ARK ETF TRinnovation etf | $62,282 | +174.7% | 1,411 | +151.1% | 0.01% | +116.7% |
| O | Buy | REALTY INCOME CORP | $55,126 | +30.3% | 922 | +38.0% | 0.01% | 0.0% |
| NSC | Buy | NORFOLK SOUTHN CORP | $57,655 | +452.7% | 254 | +418.4% | 0.01% | +300.0% |
| MET | Buy | METLIFE INC | $56,583 | +53.2% | 1,001 | +57.1% | 0.01% | +20.0% |
| SRC | Buy | SPIRIT RLTY CAP INC NEW | $53,636 | +16.6% | 1,362 | +17.9% | 0.01% | -7.7% |
| DD | Buy | DUPONT DE NEMOURS INC | $56,332 | +16.6% | 789 | +17.2% | 0.01% | -14.3% |
| LAMR | Buy | LAMAR ADVERTISING CO NEWcl a | $57,565 | +6.3% | 580 | +7.0% | 0.01% | -20.0% |
| ISCG | Buy | ISHARES TRmrgstr sm cp gr | $55,748 | +20.2% | 1,346 | +13.1% | 0.01% | -7.7% |
| VLUE | Buy | ISHARES TRmsci usa value | $56,180 | +167.3% | 599 | +163.9% | 0.01% | +100.0% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $57,592 | +64.0% | 762 | +72.8% | 0.01% | +20.0% |
| PFFD | Buy | GLOBAL X FDSus pfd etf | $51,444 | +42.6% | 2,653 | +46.1% | 0.01% | +10.0% |
| ECL | Buy | ECOLAB INC | $50,834 | +20.0% | 272 | +6.2% | 0.01% | -8.3% |
| CAG | Buy | CONAGRA BRANDS INC | $51,939 | +233.3% | 1,540 | +271.1% | 0.01% | +175.0% |
| CRL | Buy | CHARLES RIV LABS INTL INC | $52,773 | +75.5% | 251 | +68.5% | 0.01% | +22.2% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $47,740 | +271.5% | 139 | +256.4% | 0.01% | +150.0% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $47,362 | +57.6% | 252 | +40.0% | 0.01% | +11.1% |
| AOR | Buy | ISHARES TRgrwt allocat etf | $44,883 | +3.3% | 872 | +0.3% | 0.01% | -16.7% |
| FMX | Buy | FOMENTO ECONOMICO MEXICANO Sspon adr units | $48,105 | +44.4% | 434 | +24.0% | 0.01% | +11.1% |
| New | CRANE COMPANY | $48,303 | – | 542 | +100.0% | 0.01% | – | |
| Buy | GSK PLCsponsored adr | $42,875 | +3.6% | 1,203 | +3.4% | 0.01% | -25.0% | |
| KDP | Buy | KEURIG DR PEPPER INC | $42,111 | +97.7% | 1,347 | +123.0% | 0.01% | +50.0% |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $42,069 | +27.7% | 2,504 | +21.1% | 0.01% | 0.0% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $41,969 | +11.3% | 434 | +4.8% | 0.01% | -18.2% |
| DOW | Buy | DOW INC | $40,616 | +14.5% | 763 | +17.9% | 0.01% | -10.0% |
| CTVA | Buy | CORTEVA INC | $34,976 | +17.1% | 610 | +23.2% | 0.01% | 0.0% |
| DHI | Buy | D R HORTON INC | $36,385 | +41.6% | 299 | +13.7% | 0.01% | +14.3% |
| PGF | Buy | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $36,670 | +0.3% | 2,555 | +1.5% | 0.01% | -20.0% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $38,841 | -8.8% | 466 | +11.8% | 0.01% | -33.3% |
| NUSI | Buy | ETF SER SOLUTIONSnationwide nasdq | $36,210 | +10.1% | 1,680 | +0.4% | 0.01% | -11.1% |
| New | KNIFE RIVER CORP | $36,845 | – | 847 | +100.0% | 0.01% | – | |
| FITB | Buy | FIFTH THIRD BANCORP | $36,327 | +9.3% | 1,386 | +11.1% | 0.01% | -11.1% |
| EXAS | Buy | EXACT SCIENCES CORP | $39,438 | +80.1% | 420 | +30.0% | 0.01% | +33.3% |
| BP | Buy | BP PLCsponsored adr | $39,115 | -6.4% | 1,108 | +0.5% | 0.01% | -33.3% |
| ES | Buy | EVERSOURCE ENERGY | $31,360 | +170.8% | 442 | +198.6% | 0.01% | +133.3% |
| EFG | Buy | ISHARES TReafe grwth etf | $30,817 | +112.2% | 323 | +108.4% | 0.01% | +75.0% |
| IDU | Buy | ISHARES TRu.s. utilits etf | $31,095 | -1.8% | 380 | +0.5% | 0.01% | -22.2% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $33,896 | +39.8% | 448 | +40.9% | 0.01% | 0.0% |
| AEE | Buy | AMEREN CORP | $30,708 | -1.3% | 376 | +4.4% | 0.01% | -22.2% |
| IYE | Buy | ISHARES TRu.s. energy etf | $30,202 | +104.8% | 705 | +109.2% | 0.01% | +75.0% |
| NUSC | Buy | NUSHARES ETF TRnuveen esg smlcp | $31,515 | +11.1% | 852 | +6.4% | 0.01% | -12.5% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $34,053 | +25.9% | 361 | +10.4% | 0.01% | -12.5% |
| EXC | Buy | EXELON CORP | $29,088 | +15.7% | 714 | +19.0% | 0.01% | -14.3% |
| HPQ | Buy | HP INC | $26,568 | +59.9% | 865 | +52.8% | 0.01% | +20.0% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $25,669 | +15.0% | 227 | +6.1% | 0.01% | 0.0% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $29,055 | +8.2% | 297 | +0.3% | 0.01% | -25.0% |
| IXN | Buy | ISHARES TRglobal tech etf | $28,421 | +157.6% | 457 | +125.1% | 0.01% | +100.0% |
| IYR | Buy | ISHARES TRu.s. real es etf | $30,118 | +2.4% | 348 | +0.6% | 0.01% | -25.0% |
| FALN | Buy | ISHARES TRfaln angls usd | $29,226 | +70.1% | 1,152 | +69.4% | 0.01% | +20.0% |
| KEY | Buy | KEYCORP | $28,977 | +217.9% | 3,136 | +330.8% | 0.01% | +100.0% |
| LYG | Buy | LLOYDS BANKING GROUP PLCsponsored adr | $27,533 | +4.0% | 12,515 | +9.7% | 0.01% | -25.0% |
| MU | Buy | MICRON TECHNOLOGY INC | $28,589 | +12.8% | 453 | +7.9% | 0.01% | -14.3% |
| SPTM | New | SPDR SER TRportfoli s&p1500 | $30,051 | – | 552 | +100.0% | 0.01% | – |
| IWD | Buy | ISHARES TRrus 1000 val etf | $23,499 | +10.8% | 149 | +7.2% | 0.01% | -16.7% |
| COMT | Buy | ISHARES U S ETF TRgsci cmdty stgy | $21,278 | +92.5% | 819 | +100.2% | 0.01% | +66.7% |
| SRE | Buy | SEMPRA | $22,811 | +17.9% | 157 | +22.7% | 0.01% | 0.0% |
| Buy | GE HEALTHCARE TECHNOLOGIES I | $22,022 | +8.7% | 271 | +9.7% | 0.01% | -16.7% | |
| WMB | Buy | WILLIAMS COS INC | $21,438 | +43.6% | 657 | +31.4% | 0.01% | +25.0% |
| TSCO | Buy | TRACTOR SUPPLY CO | $21,668 | +0.2% | 98 | +6.5% | 0.01% | -16.7% |
| CL | Buy | COLGATE PALMOLIVE CO | $24,024 | +56.2% | 312 | +52.2% | 0.01% | +25.0% |
| ED | Buy | CONSOLIDATED EDISON INC | $23,963 | +12.3% | 265 | +18.8% | 0.01% | -16.7% |
| ADI | Buy | ANALOG DEVICES INC | $25,520 | +105.4% | 131 | +107.9% | 0.01% | +25.0% |
| FIVG | Buy | ETF SER SOLUTIONSdefiance next | $24,189 | +3.0% | 719 | +0.4% | 0.01% | -28.6% |
| IXUS | Buy | ISHARES TRcore msci total | $22,709 | +91.4% | 363 | +90.1% | 0.01% | +66.7% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $23,762 | -1.6% | 121 | +23.5% | 0.01% | -28.6% |
| EFAV | Buy | ISHARES TRmsci eafe min vl | $21,465 | +2543.5% | 318 | +2550.0% | 0.01% | – |
| PPG | Buy | PPG INDS INC | $24,695 | +33.0% | 167 | +20.1% | 0.01% | 0.0% |
| FREL | Buy | FIDELITY COVINGTON TRUSTmsci rl est etf | $19,954 | +1.7% | 795 | +0.9% | 0.00% | -33.3% |
| RF | Buy | REGIONS FINANCIAL CORP NEW | $20,840 | +8.2% | 1,169 | +12.7% | 0.00% | -20.0% |
| U | Buy | UNITY SOFTWARE INC | $19,105 | +136.5% | 440 | +76.7% | 0.00% | +100.0% |
| FTV | Buy | FORTIVE CORP | $20,425 | +35.6% | 273 | +23.5% | 0.00% | 0.0% |
| IXG | Buy | ISHARES TRglobal finls etf | $16,955 | +26.0% | 237 | +21.5% | 0.00% | 0.0% |
| SHW | Buy | SHERWIN WILLIAMS CO | $17,790 | +38.9% | 67 | +17.5% | 0.00% | 0.0% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $18,688 | +12.4% | 41 | +13.9% | 0.00% | -20.0% |
| PSP | Buy | INVESCO EXCHANGE TRADED FD Tgbl listed pvt | $20,670 | +22.1% | 1,965 | +17.4% | 0.00% | -20.0% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $16,619 | +744.9% | 466 | +717.5% | 0.00% | +300.0% |
| TPR | Buy | TAPESTRY INC | $12,440 | -0.0% | 291 | +0.7% | 0.00% | -25.0% |
| OC | New | OWENS CORNING NEW | $13,833 | – | 106 | +100.0% | 0.00% | – |
| SQ | Buy | BLOCK INCcl a | $12,582 | +26.4% | 189 | +30.3% | 0.00% | 0.0% |
| AEM | Buy | AGNICO EAGLE MINES LTD | $12,122 | -1.3% | 243 | +0.8% | 0.00% | 0.0% |
| EVV | Buy | EATON VANCE LTD DURATION INC | $15,251 | -2.5% | 1,629 | +2.5% | 0.00% | -25.0% |
| PAGP | Buy | PLAINS GP HLDGS L Pltd partnr int a | $13,436 | +15.8% | 906 | +2.5% | 0.00% | 0.0% |
| CFG | Buy | CITIZENS FINL GROUP INC | $13,196 | +12.9% | 506 | +31.4% | 0.00% | 0.0% |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $13,513 | +61.9% | 207 | +51.1% | 0.00% | +50.0% |
| COIN | Buy | COINBASE GLOBAL INC | $14,882 | +48.8% | 208 | +40.5% | 0.00% | 0.0% |
| Buy | WORLD GOLD TRspdr gld minis | $13,370 | +754.9% | 351 | +777.5% | 0.00% | – | |
| EDIV | Buy | SPDR INDEX SHS FDSs&p em mkt div | $12,471 | +10.1% | 438 | +1.2% | 0.00% | 0.0% |
| HUM | Buy | HUMANA INC | $12,967 | +142.8% | 29 | +163.6% | 0.00% | +50.0% |
| ALLY | New | ALLY FINL INC | $12,425 | – | 460 | +100.0% | 0.00% | – |
| CRSP | Buy | CRISPR THERAPEUTICS AGnamen akt | $16,000 | +61.5% | 285 | +30.1% | 0.00% | 0.0% |
| APH | New | AMPHENOL CORP NEWcl a | $16,225 | – | 191 | +100.0% | 0.00% | – |
| WTRG | Buy | ESSENTIAL UTILS INC | $13,371 | -7.9% | 335 | +0.6% | 0.00% | -25.0% |
| JPS | Buy | NUVEEN PFD & INCOME SECS FD | $11,928 | +0.6% | 1,870 | +1.9% | 0.00% | 0.0% |
| BLDR | New | BUILDERS FIRSTSOURCE INC | $12,240 | – | 90 | +100.0% | 0.00% | – |
| MPW | Buy | MEDICAL PPTYS TRUST INC | $8,547 | +38.6% | 923 | +23.1% | 0.00% | 0.0% |
| ABNB | Buy | AIRBNB INC | $9,356 | +31.9% | 73 | +28.1% | 0.00% | 0.0% |
| FNF | Buy | FIDELITY NATIONAL FINANCIAL | $7,052 | +22648.4% | 196 | +19500.0% | 0.00% | – |
| ON | Buy | ON SEMICONDUCTOR CORP | $8,796 | +20.1% | 93 | +4.5% | 0.00% | 0.0% |
| HXL | Buy | HEXCEL CORP NEW | $8,058 | +19.3% | 106 | +7.1% | 0.00% | 0.0% |
| JBHT | Buy | HUNT J B TRANS SVCS INC | $7,241 | +106.4% | 40 | +100.0% | 0.00% | +100.0% |
| New | RB GLOBAL INC | $7,260 | – | 121 | +100.0% | 0.00% | – | |
| PATH | Buy | UIPATH INCcl a | $7,092 | +50.1% | 428 | +59.1% | 0.00% | +100.0% |
| ZM | Buy | ZOOM VIDEO COMMUNICATIONS INcl a | $8,010 | +5.3% | 118 | +14.6% | 0.00% | 0.0% |
| EXPE | New | EXPEDIA GROUP INC | $10,939 | – | 100 | +100.0% | 0.00% | – |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $9,204 | +171.7% | 226 | +169.0% | 0.00% | +100.0% |
| IVZ | Buy | INVESCO LTD | $10,033 | +247.9% | 597 | +239.2% | 0.00% | +100.0% |
| SU | Buy | SUNCOR ENERGY INC NEW | $8,327 | +4.3% | 284 | +10.5% | 0.00% | 0.0% |
| SHY | New | ISHARES TR1 3 yr treas bd | $7,089 | – | 87 | +100.0% | 0.00% | – |
| EWBC | Buy | EAST WEST BANCORP INC | $9,397 | +27.3% | 178 | +33.8% | 0.00% | 0.0% |
| LNC | Buy | LINCOLN NATL CORP IND | $7,916 | +100.5% | 307 | +74.4% | 0.00% | +100.0% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $9,798 | +2.7% | 175 | +1.2% | 0.00% | -33.3% |
| STLA | Buy | STELLANTIS N.V | $10,524 | +15.7% | 600 | +20.0% | 0.00% | -33.3% |
| NXPI | New | NXP SEMICONDUCTORS N V | $9,211 | – | 45 | +100.0% | 0.00% | – |
| New | WISDOMTREE TRartificial intel | $9,573 | – | 502 | +100.0% | 0.00% | – | |
| XSOE | Buy | WISDOMTREE TRem ex st-owned | $10,230 | +191.6% | 366 | +190.5% | 0.00% | +100.0% |
| SBAC | New | SBA COMMUNICATIONS CORP NEWcl a | $11,588 | – | 50 | +100.0% | 0.00% | – |
| SMLF | New | ISHARES TRus sml cap eqt | $10,456 | – | 195 | +100.0% | 0.00% | – |
| CUZ | Buy | COUSINS PPTYS INC | $10,351 | +680.6% | 454 | +632.3% | 0.00% | – |
| HMC | New | HONDA MOTOR LTD | $7,305 | – | 241 | +100.0% | 0.00% | – |
| Buy | VANECK ETF TRUSTgreen metals etf | $8,933 | +4.9% | 330 | +10.0% | 0.00% | 0.0% | |
| WELL | Buy | WELLTOWER INC | $11,154 | +13.6% | 138 | +0.7% | 0.00% | -33.3% |
| OLN | New | OLIN CORP | $10,278 | – | 200 | +100.0% | 0.00% | – |
| INTF | New | ISHARES TRintl eqty factor | $7,131 | – | 266 | +100.0% | 0.00% | – |
| CF | Buy | CF INDS HLDGS INC | $10,035 | +137.0% | 145 | +150.0% | 0.00% | +100.0% |
| TLH | New | ISHARES TR10-20 yr trs etf | $3,877 | – | 35 | +100.0% | 0.00% | – |
| HBAN | Buy | HUNTINGTON BANCSHARES INC | $6,289 | +157125.0% | 583 | +100.0% | 0.00% | – |
| EMGF | New | ISHARES INCemng mkts eqt | $5,321 | – | 128 | +100.0% | 0.00% | – |
| ICVT | New | ISHARES TRconv bd etf | $5,345 | – | 70 | +100.0% | 0.00% | – |
| HFRO | Buy | HIGHLAND OPPORTUNITIES | $4,625 | +5.4% | 512 | +2.6% | 0.00% | 0.0% |
| HIG | Buy | HARTFORD FINL SVCS GROUP INC | $5,148 | +741.2% | 71 | +688.9% | 0.00% | – |
| KNX | New | KNIGHT-SWIFT TRANSN HLDGS INcl a | $3,556 | – | 64 | +100.0% | 0.00% | – |
| PHG | Buy | KONINKLIJKE PHILIPS N V | $5,172 | +23.4% | 238 | +4.4% | 0.00% | 0.0% |
| KHC | Buy | KRAFT HEINZ CO | $2,851 | -7.1% | 80 | +1.3% | 0.00% | 0.0% |
| KRBN | Buy | KRANESHARES TRglobal carb stra | $2,411 | +3.1% | 64 | +8.5% | 0.00% | 0.0% |
| BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $6,783 | +18.2% | 236 | +4.9% | 0.00% | -50.0% |
| Buy | KYNDRYL HLDGS INC | $2,762 | +259.6% | 208 | +300.0% | 0.00% | – | |
| LSXMK | New | LIBERTY MEDIA CORP DEL | $5,859 | – | 179 | +100.0% | 0.00% | – |
| LECO | New | LINCOLN ELEC HLDGS INC | $3,377 | – | 17 | +100.0% | 0.00% | – |
| GLPI | New | GAMING & LEISURE PPTYS INC | $3,635 | – | 75 | +100.0% | 0.00% | – |
| LPX | New | LOUISIANA PAC CORP | $4,199 | – | 56 | +100.0% | 0.00% | – |
| MRVL | Buy | MARVELL TECHNOLOGY INC | $3,234 | +65.7% | 54 | +20.0% | 0.00% | 0.0% |
| MCHP | New | MICROCHIP TECHNOLOGY INC. | $4,659 | – | 52 | +100.0% | 0.00% | – |
| MODN | New | MODEL N INC | $6,011 | – | 170 | +100.0% | 0.00% | – |
| TAP | Buy | MOLSON COORS BEVERAGE COcl b | $4,144 | +199.4% | 63 | +133.3% | 0.00% | – |
| NDAQ | New | NASDAQ INC | $3,938 | – | 79 | +100.0% | 0.00% | – |
| FMC | New | FMC CORP | $2,609 | – | 25 | +100.0% | 0.00% | – |
| EPRT | New | ESSENTIAL PPTYS RLTY TR INC | $3,319 | – | 141 | +100.0% | 0.00% | – |
| OGE | New | OGE ENERGY CORP | $3,699 | – | 103 | +100.0% | 0.00% | – |
| ESI | New | ELEMENT SOLUTIONS INC | $3,437 | – | 179 | +100.0% | 0.00% | – |
| PKG | Buy | PACKAGING CORP AMER | $6,212 | +54.3% | 47 | +62.1% | 0.00% | 0.0% |
| PAAS | Buy | PAN AMERN SILVER CORP | $4,616 | -19.5% | 317 | +0.6% | 0.00% | -50.0% |
| PKI | New | REVVITY INC | $2,376 | – | 20 | +100.0% | 0.00% | – |
| PHK | Buy | PIMCO HIGH INCOME FD | $4,729 | +8.2% | 946 | +3.2% | 0.00% | 0.0% |
| PFN | Buy | PIMCO INCOME STRATEGY FD II | $5,406 | +3.7% | 750 | +3.2% | 0.00% | 0.0% |
| DGX | Buy | QUEST DIAGNOSTICS INC | $5,060 | +98.7% | 36 | +100.0% | 0.00% | 0.0% |
| Buy | DIMENSIONAL ETF TRUSTus small cap val | $3,778 | +3.5% | 147 | +0.7% | 0.00% | 0.0% | |
| RUSHA | New | RUSH ENTERPRISES INCcl a | $4,981 | – | 82 | +100.0% | 0.00% | – |
| NANR | Buy | SPDR INDEX SHS FDSs&p north amer | $4,303 | -2.6% | 84 | +2.4% | 0.00% | 0.0% |
| BWX | Buy | SPDR SER TRbloomberg intl t | $2,774 | -2.0% | 123 | +0.8% | 0.00% | 0.0% |
| KRE | New | SPDR SER TRs&p regl bkg | $5,716 | – | 140 | +100.0% | 0.00% | – |
| OFC | New | CORPORATE OFFICE PPTYS TRsh ben int | $3,373 | – | 142 | +100.0% | 0.00% | – |
| FNDE | Buy | SCHWAB STRATEGIC TRschwb fdt emk lg | $2,969 | +3.8% | 111 | +0.9% | 0.00% | 0.0% |
| FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $3,471 | +4.5% | 107 | +0.9% | 0.00% | 0.0% |
| FNDX | Buy | SCHWAB STRATEGIC TRschwab fdt us lg | $3,961 | +5.3% | 69 | +1.5% | 0.00% | 0.0% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $3,505 | -1.4% | 67 | +1.5% | 0.00% | 0.0% |
| CHE | New | CHEMED CORP NEW | $4,333 | – | 8 | +100.0% | 0.00% | – |
| SCI | Buy | SERVICE CORP INTL | $5,296 | +327.8% | 82 | +355.6% | 0.00% | – |
| SLGN | New | SILGAN HLDGS INC | $4,267 | – | 91 | +100.0% | 0.00% | – |
| SR | New | SPIRE INC | $2,538 | – | 40 | +100.0% | 0.00% | – |
| CWH | New | CAMPING WORLD HLDGS INCcl a | $3,883 | – | 129 | +100.0% | 0.00% | – |
| COG | Buy | COTERRA ENERGY INC | $4,579 | +124.8% | 181 | +118.1% | 0.00% | 0.0% |
| TDOC | Buy | TELADOC HEALTH INC | $6,457 | +73.1% | 255 | +77.1% | 0.00% | 0.0% |
| CDW | Buy | CDW CORP | $4,588 | +292.5% | 25 | +316.7% | 0.00% | – |
| TW | New | TRADEWEB MKTS INCcl a | $3,013 | – | 44 | +100.0% | 0.00% | – |
| TRV | Buy | TRAVELERS COMPANIES INC | $6,773 | +163.4% | 39 | +160.0% | 0.00% | 0.0% |
| TWLO | Buy | TWILIO INCcl a | $6,616 | +55.2% | 104 | +62.5% | 0.00% | 0.0% |
| BRSP | Buy | BRIGHTSPIRE CAPITAL INC | $5,820 | +18.1% | 865 | +3.6% | 0.00% | 0.0% |
| BKH | New | BLACK HILLS CORP | $3,555 | – | 59 | +100.0% | 0.00% | – |
| TECH | Buy | BIO-TECHNE CORP | $6,857 | +230.1% | 84 | +200.0% | 0.00% | 0.0% |
| BLL | New | BALL CORP | $2,561 | – | 44 | +100.0% | 0.00% | – |
| BKR | New | BAKER HUGHES COMPANYcl a | $4,457 | – | 141 | +100.0% | 0.00% | – |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $4,436 | +13.5% | 53 | +12.8% | 0.00% | 0.0% |
| ARES | New | ARES MANAGEMENT CORPORATION | $3,372 | – | 35 | +100.0% | 0.00% | – |
| APA | Buy | APA CORPORATION | $4,052 | -4.5% | 119 | +0.8% | 0.00% | 0.0% |
| WPP | Buy | WPP PLC NEWadr | $3,764 | +50.6% | 72 | +71.4% | 0.00% | 0.0% |
| AME | New | AMETEK INC | $5,180 | – | 32 | +100.0% | 0.00% | – |
| WST | New | WEST PHARMACEUTICAL SVSC INC | $3,825 | – | 10 | +100.0% | 0.00% | – |
| WU | New | WESTERN UN CO | $2,522 | – | 215 | +100.0% | 0.00% | – |
| ALGM | New | ALLEGRO MICROSYSTEMS INC | $5,417 | – | 120 | +100.0% | 0.00% | – |
| ARE | Buy | ALEXANDRIA REAL ESTATE EQ IN | $6,242 | +893.9% | 55 | +1000.0% | 0.00% | – |
| DVYE | Buy | ISHARES INCem mkts div etf | $6,093 | +3.4% | 249 | +3.8% | 0.00% | -50.0% |
| BG | New | BUNGE LIMITED | $3,963 | – | 42 | +100.0% | 0.00% | – |
| AAP | New | ADVANCE AUTO PARTS INC | $6,608 | – | 94 | +100.0% | 0.00% | – |
| AMLP | Buy | ALPS ETF TRalerian mlp | $4,013 | +3.7% | 102 | +2.0% | 0.00% | 0.0% |
| TEL | New | TE CONNECTIVITY LTD | $5,046 | – | 36 | +100.0% | 0.00% | – |
| EZU | New | ISHARES INCmsci eurzone etf | $6,186 | – | 135 | +100.0% | 0.00% | – |
| FDP | Buy | FRESH DEL MONTE PRODUCE INCord | $1,692 | -13.9% | 66 | +1.5% | 0.00% | -100.0% |
| SCZ | New | ISHARES TReafe sml cp etf | $531 | – | 9 | +100.0% | 0.00% | – |
| TDY | New | TELEDYNE TECHNOLOGIES INC | $411 | – | 1 | +100.0% | 0.00% | – |
| Buy | EMBECTA CORP | $1,081 | -21.2% | 50 | +2.0% | 0.00% | – | |
| TXT | New | TEXTRON INC | $609 | – | 9 | +100.0% | 0.00% | – |
| OMC | Buy | OMNICOM GROUP INC | $1,400 | -99.4% | 4,224 | +65.8% | 0.00% | -100.0% |
| EHC | New | ENCOMPASS HEALTH CORP | $203 | – | 3 | +100.0% | 0.00% | – |
| New | ENHABIT INC | $12 | – | 1 | +100.0% | 0.00% | – | |
| TRU | Buy | TRANSUNION | $1,802 | +222.4% | 23 | +155.6% | 0.00% | – |
| EMN | New | EASTMAN CHEM CO | $1,088 | – | 13 | +100.0% | 0.00% | – |
| IYF | New | ISHARES TRu.s. finls etf | $448 | – | 6 | +100.0% | 0.00% | – |
| Buy | ORION OFFICE REIT INC | $337 | +62.0% | 51 | +64.5% | 0.00% | – | |
| Buy | SYLVAMO CORP | $1,537 | -10.2% | 38 | +2.7% | 0.00% | – | |
| BHF | Buy | BRIGHTHOUSE FINL INC | $1,184 | +435.7% | 25 | +400.0% | 0.00% | – |
| UMBF | Buy | UMB FINL CORP | $1,705 | +18.2% | 28 | +12.0% | 0.00% | – |
| UA | New | UNDER ARMOUR INCcl c | $463 | – | 69 | +100.0% | 0.00% | – |
| New | BLACKBOXSTOCKS INC | $1,875 | – | 625 | +100.0% | 0.00% | – | |
| New | NUSCALE PWR CORP*w exp 05/02/202 | $630 | – | 500 | +100.0% | 0.00% | – | |
| UNM | New | UNUM GROUP | $1,193 | – | 25 | +100.0% | 0.00% | – |
| MORT | New | VANECK ETF TRUSTmortgage reit | $1,585 | – | 132 | +100.0% | 0.00% | – |
| New | AULT ALLIANCE INC | $15 | – | 3 | +100.0% | 0.00% | – | |
| HIW | New | HIGHWOODS PPTYS INC | $2,008 | – | 84 | +100.0% | 0.00% | – |
| NTRS | Buy | NORTHERN TR CORP | $28 | -15.2% | 0 | +100.0% | 0.00% | – |
| NOK | Buy | NOKIA CORPsponsored adr | $689 | -14.8% | 166 | +0.6% | 0.00% | – |
| VHT | New | VANGUARD WORLD FDShealth car etf | $245 | – | 1 | +100.0% | 0.00% | – |
| AGCO | New | AGCO CORP | $263 | – | 2 | +100.0% | 0.00% | – |
| VOX | New | VANGUARD WORLD FDS | $425 | – | 4 | +100.0% | 0.00% | – |
| HPP | New | HUDSON PAC PPTYS INC | $637 | – | 151 | +100.0% | 0.00% | – |
| NWSA | New | NEWS CORP NEWcl a | $1,814 | – | 93 | +100.0% | 0.00% | – |
| New | F&G ANNUITIES & LIFE INC | $25 | – | 1 | +100.0% | 0.00% | – | |
| AWI | New | ARMSTRONG WORLD INDS INC NEW | $588 | – | 8 | +100.0% | 0.00% | – |
| VV | New | VANGUARD INDEX FDSlarge cap etf | $608 | – | 3 | +100.0% | 0.00% | – |
| ARCB | New | ARCBEST CORP | $494 | – | 5 | +100.0% | 0.00% | – |
| ONEQ | New | FIDELITY COMWLTH TR | $1,190 | – | 22 | +100.0% | 0.00% | – |
| VRTS | New | VIRTUS INVT PARTNERS INC | $1,185 | – | 6 | +100.0% | 0.00% | – |
| WAB | Buy | WABTEC | $881 | +329.8% | 8 | +300.0% | 0.00% | – |
| AMP | New | AMERIPRISE FINL INC | $1,661 | – | 5 | +100.0% | 0.00% | – |
| MRO | New | MARATHON OIL CORP | $1,819 | – | 79 | +100.0% | 0.00% | – |
| AJG | New | GALLAGHER ARTHUR J & CO | $1,976 | – | 9 | +100.0% | 0.00% | – |
| RHI | New | ROBERT HALF INTL INC | $1,204 | – | 16 | +100.0% | 0.00% | – |
| JNK | Buy | SPDR SER TRbloomberg high y | $262 | +1355.6% | 3 | +100.0% | 0.00% | – |
| GPS | Buy | GAP INC | $633 | -9.7% | 71 | +1.4% | 0.00% | – |
| LEA | New | LEAR CORP | $431 | – | 3 | +100.0% | 0.00% | – |
| COKE | Buy | COCA COLA CONS INC | $250 | +19.0% | 0 | +100.0% | 0.00% | – |
| PSTG | New | PURE STORAGE INCcl a | $589 | – | 16 | +100.0% | 0.00% | – |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $1,015 | +1.1% | 52 | +2.0% | 0.00% | – |
| CWEN | Buy | CLEARWAY ENERGY INCcl c | $1,004 | +100.8% | 35 | +118.8% | 0.00% | – |
| CC | New | CHEMOURS CO | $1,992 | – | 54 | +100.0% | 0.00% | – |
| PGR | New | PROGRESSIVE CORP | $1,986 | – | 15 | +100.0% | 0.00% | – |
| New | SKILLZ INC | $9 | – | 1 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 12 | Q3 2023 | 13.9% |
| VANGUARD SCOTTSDALE FDS | 12 | Q3 2023 | 16.1% |
| WISDOMTREE TR | 12 | Q3 2023 | 34.0% |
| SPDR INDEX SHS FDS | 12 | Q3 2023 | 6.5% |
| ISHARES TR | 12 | Q3 2023 | 6.4% |
| SPDR SER TR | 12 | Q3 2023 | 6.3% |
| SPDR SER TR | 12 | Q3 2023 | 5.6% |
| VANGUARD SCOTTSDALE FDS | 12 | Q3 2023 | 5.9% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 4.0% |
| APPLE INC | 12 | Q3 2023 | 2.8% |
View Concord Wealth Partners's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-04 |
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.