$556 Million is the total value of Concord Wealth Partners's 852 reported holdings in Q1 2024. The portfolio turnover from Q4 2023 to Q1 2024 was 23.6% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SPSB | Buy | SPDR SER TRportfolio short | $33,767,779 | +9.5% | 1,134,289 | +9.5% | 6.08% | -1.6% |
FLTR | Buy | VANECK ETF TRUSTig floating rate | $20,435,835 | +7.1% | 801,091 | +5.6% | 3.68% | -3.8% |
SRLN | Buy | SSGA ACTIVE ETF TRblackstone senr | $18,876,992 | +4.1% | 448,278 | +3.7% | 3.40% | -6.4% |
SHV | Buy | ISHARES TRshort treas bd | $18,838,637 | +8.1% | 170,424 | +7.7% | 3.39% | -2.9% |
DGRO | Sell | ISHARES TRcore div grwth | $17,732,619 | -4.9% | 305,419 | -11.8% | 3.19% | -14.5% |
NVDA | Sell | NVIDIA CORPORATION | $17,146,020 | +74.8% | 18,976 | -4.2% | 3.08% | +57.1% |
BKLN | Buy | INVESCO EXCH TRADED FD TR IIsr ln etf | $16,773,452 | +8.8% | 793,071 | +8.9% | 3.02% | -2.3% |
MSFT | Buy | MICROSOFT CORP | $15,771,402 | +33.7% | 37,487 | +19.5% | 2.84% | +20.1% |
AVEM | Buy | AMERICAN CENTY ETF TRavantis emgmkt | $12,955,819 | +3.1% | 223,530 | +0.3% | 2.33% | -7.4% |
AAPL | Buy | APPLE INC | $12,333,985 | +3.9% | 71,927 | +16.7% | 2.22% | -6.6% |
SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $11,627,629 | +0.1% | 158,956 | -11.0% | 2.09% | -10.1% |
BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $11,169,338 | +13.6% | 121,670 | +13.1% | 2.01% | +2.1% |
DON | Buy | WISDOMTREE TRus midcap divid | $10,290,075 | +14.3% | 210,992 | +7.0% | 1.85% | +2.7% |
SLYV | Sell | SPDR SER TRs&p 600 smcp val | $9,761,242 | -7.6% | 117,648 | -7.3% | 1.76% | -17.0% |
JQUA | Sell | J P MORGAN EXCHANGE TRADED Fus qualty fctr | $9,181,188 | +1.0% | 173,656 | -8.5% | 1.65% | -9.2% |
DFUS | Buy | DIMENSIONAL ETF TRUSTus equity etf | $8,599,091 | +17.4% | 150,914 | +6.7% | 1.55% | +5.5% |
Buy | DIMENSIONAL ETF TRUSTshort duration f | $7,533,972 | +5.0% | 160,161 | +4.9% | 1.36% | -5.6% | |
AMZN | Buy | AMAZON COM INC | $7,235,753 | +51.5% | 40,114 | +27.6% | 1.30% | +36.2% |
Buy | DIMENSIONAL ETF TRUST | $7,040,753 | +0.6% | 167,837 | +1.7% | 1.27% | -9.6% | |
SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $6,855,434 | +48.3% | 113,463 | +32.7% | 1.23% | +33.3% |
SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $6,576,407 | -31.7% | 81,563 | -35.5% | 1.18% | -38.6% |
XMHQ | Sell | INVESCO EXCHANGE TRADED FD Ts&p mdcp quality | $6,523,165 | +10.4% | 59,275 | -11.0% | 1.17% | -0.8% |
Sell | AMERICAN CENTY ETF TRus large cap vlu | $6,012,628 | -18.8% | 93,567 | -27.0% | 1.08% | -27.0% | |
XT | Sell | ISHARES TRexponential tech | $5,722,428 | -14.5% | 95,982 | -14.2% | 1.03% | -23.2% |
JPM | Buy | JPMORGAN CHASE & CO | $5,553,679 | +49.3% | 27,727 | +26.8% | 1.00% | +34.1% |
FB | Buy | META PLATFORMS INCcl a | $5,441,430 | +80.9% | 11,206 | +31.9% | 0.98% | +62.6% |
AVGO | Buy | BROADCOM INC | $5,349,425 | +27.9% | 4,036 | +7.7% | 0.96% | +14.9% |
NOBL | Sell | PROSHARES TRs&p 500 dv arist | $5,042,038 | +5.1% | 49,719 | -1.3% | 0.91% | -5.5% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $4,787,047 | +81.1% | 31,717 | +67.7% | 0.86% | +62.8% |
SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $4,694,428 | -10.9% | 130,983 | -15.4% | 0.84% | -19.9% |
XOM | Buy | EXXON MOBIL CORP | $4,408,205 | +36.6% | 37,923 | +17.5% | 0.79% | +22.8% |
JNJ | Buy | JOHNSON & JOHNSON | $4,342,931 | +10.1% | 27,454 | +9.1% | 0.78% | -1.1% |
MRK | Buy | MERCK & CO INC | $4,206,809 | +35.0% | 31,882 | +11.5% | 0.76% | +21.3% |
ABBV | Buy | ABBVIE INC | $4,163,667 | +36.8% | 22,865 | +16.4% | 0.75% | +23.0% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $4,071,475 | +21.0% | 9,682 | +2.7% | 0.73% | +8.8% |
PG | Buy | PROCTER AND GAMBLE CO | $4,071,919 | +29.3% | 25,097 | +16.8% | 0.73% | +16.2% |
HD | Buy | HOME DEPOT INC | $3,954,037 | +19.3% | 10,308 | +7.8% | 0.71% | +7.2% |
KO | Buy | COCA COLA CO | $3,733,347 | +46.3% | 61,022 | +40.9% | 0.67% | +31.5% |
LLY | Buy | ELI LILLY & CO | $3,602,951 | +69.6% | 4,631 | +27.1% | 0.65% | +52.5% |
CVX | Buy | CHEVRON CORP NEW | $3,592,454 | +23.4% | 22,775 | +16.7% | 0.65% | +10.8% |
DWX | Sell | SPDR INDEX SHS FDSs&p intl etf | $3,536,539 | -5.1% | 100,613 | -4.0% | 0.64% | -14.7% |
Buy | DIMENSIONAL ETF TRUSTworld ex us core | $3,434,367 | +7.8% | 134,999 | +3.5% | 0.62% | -3.1% | |
PEP | Buy | PEPSICO INC | $3,167,840 | +22.2% | 18,101 | +18.5% | 0.57% | +9.8% |
VGIT | Sell | VANGUARD SCOTTSDALE FDSinter term treas | $3,078,640 | -29.3% | 52,581 | -28.3% | 0.55% | -36.5% |
CAT | Buy | CATERPILLAR INC | $3,042,052 | +56.2% | 8,302 | +26.0% | 0.55% | +40.3% |
WSM | New | WILLIAMS SONOMA INC | $2,949,554 | – | 9,289 | +100.0% | 0.53% | – |
UNH | Buy | UNITEDHEALTH GROUP INC | $2,938,683 | +16.5% | 5,940 | +24.0% | 0.53% | +4.8% |
NULV | Sell | NUSHARES ETF TRnuveen esg lrgvl | $2,915,588 | -16.8% | 75,028 | -23.1% | 0.52% | -25.1% |
TFC | Sell | TRUIST FINL CORP | $2,913,794 | +5.1% | 74,751 | -0.5% | 0.52% | -5.6% |
DFAC | Sell | DIMENSIONAL ETF TRUSTus core equity 2 | $2,712,929 | +6.2% | 84,912 | -2.9% | 0.49% | -4.7% |
UNP | Buy | UNION PAC CORP | $2,650,523 | +14.4% | 10,778 | +14.2% | 0.48% | +2.8% |
Buy | DIMENSIONAL ETF TRUSTultrashort fixed | $2,561,350 | +26.0% | 50,650 | +25.3% | 0.46% | +13.3% | |
TXN | Buy | TEXAS INSTRS INC | $2,511,379 | +18.7% | 14,416 | +16.1% | 0.45% | +6.6% |
COST | Buy | COSTCO WHSL CORP NEW | $2,465,029 | +33.2% | 3,365 | +20.0% | 0.44% | +19.7% |
V | Buy | VISA INC | $2,370,952 | +38.6% | 8,496 | +29.3% | 0.43% | +24.9% |
GOOG | Buy | ALPHABET INCcap stk cl c | $2,344,804 | +38.7% | 15,400 | +28.4% | 0.42% | +24.5% |
MA | Buy | MASTERCARD INCORPORATEDcl a | $2,291,844 | +58.3% | 4,759 | +40.2% | 0.41% | +42.1% |
BAC | Buy | BANK AMERICA CORP | $2,275,814 | +22.3% | 60,016 | +8.6% | 0.41% | +9.9% |
AMGN | Buy | AMGEN INC | $2,249,912 | +15.9% | 7,913 | +17.4% | 0.40% | +4.1% |
NEE | Buy | NEXTERA ENERGY INC | $2,225,984 | +29.4% | 34,830 | +23.0% | 0.40% | +16.6% |
MCD | Buy | MCDONALDS CORP | $2,192,187 | +18.2% | 7,775 | +24.3% | 0.39% | +6.2% |
DSI | Sell | ISHARES TRmsci kld400 soc | $2,149,773 | -13.3% | 21,325 | -21.7% | 0.39% | -22.0% |
SO | Buy | SOUTHERN CO | $2,141,219 | +31.0% | 29,847 | +28.1% | 0.38% | +17.7% |
RPV | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 pur val | $2,074,805 | -19.7% | 23,460 | -25.5% | 0.37% | -27.9% |
DFAS | Buy | DIMENSIONAL ETF TRUSTus small cap etf | $2,066,558 | +15.3% | 33,150 | +10.3% | 0.37% | +3.6% |
COP | Buy | CONOCOPHILLIPS | $2,053,709 | +41.3% | 16,135 | +28.8% | 0.37% | +27.1% |
CRM | Buy | SALESFORCE INC | $2,033,567 | +33.0% | 6,752 | +16.2% | 0.37% | +19.6% |
CMCSA | Buy | COMCAST CORP NEWcl a | $1,970,051 | +36.2% | 45,445 | +37.8% | 0.35% | +22.1% |
ADP | Buy | AUTOMATIC DATA PROCESSING IN | $1,959,427 | +18.1% | 7,846 | +10.2% | 0.35% | +6.3% |
UPS | Buy | UNITED PARCEL SERVICE INCcl b | $1,960,242 | +31.2% | 13,189 | +38.8% | 0.35% | +18.1% |
AMAT | Buy | APPLIED MATLS INC | $1,889,967 | +54.7% | 9,164 | +21.6% | 0.34% | +38.8% |
LOW | Buy | LOWES COS INC | $1,814,783 | +61.3% | 7,124 | +40.9% | 0.33% | +45.3% |
Buy | LINDE PLC | $1,765,094 | +43.8% | 3,801 | +27.2% | 0.32% | +29.3% | |
JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $1,598,209 | +15.8% | 27,622 | +10.0% | 0.29% | +4.3% |
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $1,572,382 | +9.7% | 6,050 | +0.1% | 0.28% | -1.4% |
ABT | Buy | ABBOTT LABS | $1,561,734 | +16.6% | 13,740 | +12.9% | 0.28% | +4.9% |
HDV | Buy | ISHARES TRcore high dv etf | $1,560,903 | +16.0% | 14,163 | +7.3% | 0.28% | +4.5% |
GILD | Buy | GILEAD SCIENCES INC | $1,458,854 | -1.9% | 19,916 | +8.5% | 0.26% | -11.7% |
HEDJ | Buy | WISDOMTREE TReurope hedged eq | $1,409,346 | +18.4% | 29,179 | +5.0% | 0.25% | +6.7% |
Buy | J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $1,386,049 | +14.2% | 25,554 | +5.1% | 0.25% | +2.5% | |
TRV | Buy | TRAVELERS COMPANIES INC | $1,342,454 | +48.5% | 5,833 | +22.9% | 0.24% | +33.7% |
TDV | New | PROSHARES TRs&p tech dividen | $1,329,316 | – | 18,465 | +100.0% | 0.24% | – |
GWW | Buy | GRAINGER W W INC | $1,314,367 | +142.5% | 1,292 | +97.6% | 0.24% | +117.4% |
DXJ | Buy | WISDOMTREE TRjapn hedge eqt | $1,274,441 | +24.5% | 11,746 | +1.0% | 0.23% | +11.7% |
MMC | Sell | MARSH & MCLENNAN COS INC | $1,263,062 | +8.5% | 6,132 | -0.2% | 0.23% | -2.6% |
New | SPDR SER TRspdr portfolio s | $1,260,672 | – | 36,485 | +100.0% | 0.23% | – | |
GS | Buy | GOLDMAN SACHS GROUP INC | $1,232,891 | +17.0% | 2,952 | +8.1% | 0.22% | +5.2% |
HEEM | Buy | ISHARES INCcur hd msci em | $1,229,434 | +16.4% | 47,925 | +11.6% | 0.22% | +4.7% |
ANTM | Buy | ELEVANCE HEALTH INC | $1,220,903 | +44.3% | 2,355 | +31.3% | 0.22% | +30.2% |
MOAT | Buy | VANECK ETF TRUSTmrngstr wde moat | $1,222,640 | +17.2% | 13,600 | +10.6% | 0.22% | +5.3% |
MS | Buy | MORGAN STANLEY | $1,176,783 | +20.6% | 12,498 | +19.5% | 0.21% | +8.7% |
CGW | Sell | INVESCO EXCH TRADED FD TR IIs&p gbl water | $1,160,318 | -21.6% | 20,895 | -25.1% | 0.21% | -29.4% |
SPMB | Sell | SPDR SER TRport mtg bk etf | $1,152,548 | -27.7% | 53,064 | -26.5% | 0.21% | -35.1% |
QCOM | Buy | QUALCOMM INC | $1,139,388 | +27.0% | 6,730 | +8.5% | 0.20% | +13.9% |
LRCX | Buy | LAM RESEARCH CORP | $1,078,496 | +56.5% | 1,110 | +26.1% | 0.19% | +40.6% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $1,065,625 | +29.1% | 25,396 | +16.0% | 0.19% | +16.4% |
LMT | Buy | LOCKHEED MARTIN CORP | $1,052,271 | +104.0% | 2,313 | +103.3% | 0.19% | +83.5% |
CB | Buy | CHUBB LIMITED | $1,027,736 | +99.2% | 3,966 | +73.8% | 0.18% | +79.6% |
ESGD | Sell | ISHARES TResg aw msci eafe | $998,298 | -18.2% | 12,493 | -22.6% | 0.18% | -26.2% |
NUE | Buy | NUCOR CORP | $992,750 | +25.0% | 5,016 | +10.0% | 0.18% | +12.6% |
SPLG | Buy | SPDR SER TRportfolio s&p500 | $964,483 | +73.6% | 15,675 | +57.8% | 0.17% | +56.8% |
EOG | Buy | EOG RES INC | $958,317 | +22.0% | 7,496 | +15.4% | 0.17% | +9.6% |
WMT | Buy | WALMART INC | $941,908 | +29.2% | 15,654 | +238.4% | 0.17% | +15.8% |
AFL | Buy | AFLAC INC | $921,779 | +19.5% | 10,736 | +14.8% | 0.17% | +7.8% |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $924,530 | +19.5% | 1,768 | +8.7% | 0.17% | +7.1% |
FANG | Buy | DIAMONDBACK ENERGY INC | $846,719 | +302.6% | 4,273 | +215.1% | 0.15% | +261.9% |
IDV | Buy | ISHARES TRintl sel div etf | $818,379 | +0.8% | 29,186 | +0.6% | 0.15% | -9.8% |
NOW | Buy | SERVICENOW INC | $805,094 | +40.9% | 1,056 | +30.5% | 0.14% | +27.2% |
QQQ | Sell | INVESCO QQQ TRunit ser 1 | $798,870 | +1.9% | 1,799 | -6.1% | 0.14% | -8.3% |
IYW | Buy | ISHARES TRu.s. tech etf | $801,718 | +12.4% | 5,936 | +2.1% | 0.14% | +0.7% |
CDNS | Buy | CADENCE DESIGN SYSTEM INC | $789,095 | +51.8% | 2,535 | +32.9% | 0.14% | +36.5% |
KLAC | Buy | KLA CORP | $788,034 | +76.5% | 1,128 | +46.9% | 0.14% | +59.6% |
INTC | Sell | INTEL CORP | $781,808 | -13.4% | 17,700 | -1.5% | 0.14% | -22.1% |
ADBE | Buy | ADOBE INC | $765,983 | +7.4% | 1,518 | +26.9% | 0.14% | -3.5% |
INTU | Buy | INTUIT | $756,638 | +22.6% | 1,164 | +17.9% | 0.14% | +9.7% |
SNPS | Buy | SYNOPSYS INC | $733,235 | +48.2% | 1,283 | +33.5% | 0.13% | +33.3% |
C | Buy | CITIGROUP INC | $729,426 | +44.0% | 11,534 | +17.1% | 0.13% | +29.7% |
IVV | Buy | ISHARES TRcore s&p500 etf | $714,840 | +41.7% | 1,360 | +28.8% | 0.13% | +27.7% |
MUB | Sell | ISHARES TRnational mun etf | $689,501 | -31.1% | 6,408 | -30.6% | 0.12% | -38.0% |
VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $681,200 | -0.5% | 8,461 | +0.4% | 0.12% | -10.2% |
VRTX | Buy | VERTEX PHARMACEUTICALS INC | $685,118 | +45.7% | 1,639 | +41.8% | 0.12% | +30.9% |
TJX | Buy | TJX COS INC NEW | $678,779 | +33.5% | 6,693 | +23.5% | 0.12% | +19.6% |
CI | Buy | THE CIGNA GROUP | $671,381 | +50.5% | 1,849 | +24.1% | 0.12% | +36.0% |
DUK | Buy | DUKE ENERGY CORP NEW | $650,650 | +25.4% | 6,728 | +25.8% | 0.12% | +12.5% |
Buy | DIMENSIONAL ETF TRUSTglobal sustaina | $645,931 | +7.4% | 12,475 | +7.7% | 0.12% | -3.3% | |
CL | Buy | COLGATE PALMOLIVE CO | $639,024 | +35.1% | 7,096 | +19.6% | 0.12% | +21.1% |
BRKA | Sell | BERKSHIRE HATHAWAY INC DELcl a | $634,440 | -41.5% | 1 | -50.0% | 0.11% | -47.5% |
BLK | Sell | BLACKROCK INC | $612,208 | +1.2% | 734 | -1.5% | 0.11% | -9.1% |
LEN | Buy | LENNAR CORPcl a | $610,709 | +221.2% | 3,551 | +178.3% | 0.11% | +189.5% |
ADI | Buy | ANALOG DEVICES INC | $591,627 | +39.9% | 2,991 | +40.4% | 0.11% | +24.7% |
PHM | Buy | PULTE GROUP INC | $584,371 | +133.0% | 4,845 | +99.4% | 0.10% | +110.0% |
PANW | Buy | PALO ALTO NETWORKS INC | $576,500 | +8.7% | 2,029 | +12.8% | 0.10% | -1.9% |
CME | Buy | CME GROUP INC | $572,552 | +214.4% | 2,659 | +207.4% | 0.10% | +186.1% |
WFC | Sell | WELLS FARGO CO NEW | $566,483 | -11.2% | 9,774 | -24.6% | 0.10% | -20.3% |
VLO | Buy | VALERO ENERGY CORP | $540,511 | +48.3% | 3,167 | +12.9% | 0.10% | +32.9% |
VGT | Sell | VANGUARD WORLD FDinf tech etf | $513,341 | +6.1% | 979 | -2.1% | 0.09% | -5.2% |
REGN | Buy | REGENERON PHARMACEUTICALS | $510,120 | +20.8% | 530 | +10.2% | 0.09% | +8.2% |
ISRG | Buy | INTUITIVE SURGICAL INC | $508,840 | +608.1% | 1,275 | +498.6% | 0.09% | +557.1% |
SMCI | New | SUPER MICRO COMPUTER INC | $507,882 | – | 503 | +100.0% | 0.09% | – |
SYK | Buy | STRYKER CORPORATION | $502,636 | +614.4% | 1,405 | +497.9% | 0.09% | +542.9% |
Sell | FS CREDIT OPPORTUNITIES CORP | $488,531 | -46.3% | 82,383 | -48.6% | 0.09% | -51.6% | |
AMT | Buy | AMERICAN TOWER CORP NEW | $478,914 | +3.9% | 2,424 | +13.5% | 0.09% | -6.5% |
USMV | Sell | ISHARES TRmsci usa min vol | $469,636 | +4.1% | 5,619 | -2.9% | 0.08% | -5.6% |
DVN | New | DEVON ENERGY CORP NEW | $470,751 | – | 9,381 | +100.0% | 0.08% | – |
DVYE | Buy | ISHARES INCem mkts div etf | $468,405 | +6867.2% | 17,905 | +6949.2% | 0.08% | +8300.0% |
IWM | Buy | ISHARES TRrussell 2000 etf | $463,620 | +10.9% | 2,205 | +5.9% | 0.08% | -1.2% |
DVYA | New | ISHARES INCasia/pac div etf | $463,258 | – | 12,794 | +100.0% | 0.08% | – |
LYB | Buy | LYONDELLBASELL INDUSTRIES N | $460,067 | +18.3% | 4,498 | +10.0% | 0.08% | +6.4% |
ITW | Buy | ILLINOIS TOOL WKS INC | $449,170 | +13.9% | 1,674 | +11.2% | 0.08% | +2.5% |
XSHD | New | INVESCO EXCH TRADED FD TR IIs&p smlcap hig | $443,180 | – | 28,741 | +100.0% | 0.08% | – |
ESML | Sell | ISHARES TResg aware msci | $438,470 | -15.9% | 10,888 | -20.6% | 0.08% | -24.0% |
APD | Sell | AIR PRODS & CHEMS INC | $438,346 | -49.5% | 1,809 | -42.9% | 0.08% | -54.6% |
MAS | Buy | MASCO CORP | $435,733 | +139.1% | 5,524 | +103.0% | 0.08% | +116.7% |
VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $433,573 | +260.3% | 3,584 | +232.5% | 0.08% | +225.0% |
ORCL | Buy | ORACLE CORP | $420,437 | +28.3% | 3,347 | +7.7% | 0.08% | +15.2% |
DIS | Buy | DISNEY WALT CO | $414,921 | +74.4% | 3,391 | +28.7% | 0.08% | +56.2% |
KKR | Buy | KKR & CO INC | $414,490 | +416.8% | 4,121 | +325.7% | 0.08% | +368.8% |
IJR | Buy | ISHARES TRcore s&p scp etf | $413,101 | +3.0% | 3,738 | +0.9% | 0.07% | -7.5% |
MPC | MARATHON PETE CORP | $393,530 | +35.8% | 1,953 | 0.0% | 0.07% | +22.4% | |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $393,646 | +15.1% | 2,061 | -1.5% | 0.07% | +4.4% |
CSX | Buy | CSX CORP | $381,511 | +6.9% | 10,292 | +0.0% | 0.07% | -2.8% |
WDAY | Buy | WORKDAY INCcl a | $374,759 | +126.3% | 1,374 | +129.0% | 0.07% | +103.0% |
BMY | Sell | BRISTOL-MYERS SQUIBB CO | $368,726 | -76.5% | 6,799 | -77.8% | 0.07% | -79.0% |
FNF | Buy | FIDELITY NATIONAL FINANCIAL | $354,055 | +21.3% | 6,668 | +16.5% | 0.06% | +10.3% |
CVS | Buy | CVS HEALTH CORP | $343,616 | +128.0% | 4,308 | +125.7% | 0.06% | +106.7% |
CNRG | Sell | SPDR SER TRs&p kensho clean | $346,763 | -28.6% | 5,355 | -20.9% | 0.06% | -36.1% |
ETR | Buy | ENTERGY CORP NEW | $338,704 | +33.8% | 3,205 | +28.1% | 0.06% | +19.6% |
EFA | Sell | ISHARES TRmsci eafe etf | $326,665 | +5.5% | 4,090 | -0.5% | 0.06% | -4.8% |
SPGI | Buy | S&P GLOBAL INC | $323,425 | +1.0% | 760 | +4.5% | 0.06% | -9.4% |
TSLA | Sell | TESLA INC | $322,223 | -81.2% | 1,833 | -73.5% | 0.06% | -83.1% |
XLRE | Sell | SELECT SECTOR SPDR TRrl est sel sec | $305,409 | -17.9% | 7,726 | -16.8% | 0.06% | -26.7% |
NUMV | Sell | NUSHARES ETF TRnuveen esg midvl | $297,745 | -6.7% | 8,706 | -14.0% | 0.05% | -15.6% |
AEP | Buy | AMERICAN ELEC PWR CO INC | $294,979 | +135.4% | 3,426 | +122.0% | 0.05% | +112.0% |
XEL | Buy | XCEL ENERGY INC | $287,294 | -10.7% | 5,345 | +2.9% | 0.05% | -18.8% |
MAR | MARRIOTT INTL INC NEWcl a | $285,363 | +11.9% | 1,131 | 0.0% | 0.05% | 0.0% | |
SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $283,466 | +22.8% | 5,658 | +14.3% | 0.05% | +10.9% |
T | Buy | AT&T INC | $279,255 | +5.5% | 15,867 | +0.6% | 0.05% | -5.7% |
HYT | Buy | BLACKROCK CORPOR HI YLD FD I | $278,602 | +6.4% | 28,458 | +2.4% | 0.05% | -3.8% |
WPC | Sell | WP CAREY INC | $276,951 | -33.7% | 4,907 | -23.9% | 0.05% | -40.5% |
PFG | Buy | PRINCIPAL FINANCIAL GROUP IN | $270,754 | +521.2% | 3,137 | +466.2% | 0.05% | +444.4% |
ACN | Sell | ACCENTURE PLC IRELAND | $266,754 | -4.5% | 770 | -3.3% | 0.05% | -14.3% |
IJH | Buy | ISHARES TRcore s&p mcp etf | $263,954 | +66.7% | 4,346 | +661.1% | 0.05% | +46.9% |
IEFA | Buy | ISHARES TRcore msci eafe | $263,147 | +38.0% | 3,546 | +30.8% | 0.05% | +23.7% |
SWKS | Buy | SKYWORKS SOLUTIONS INC | $255,354 | +21.6% | 2,357 | +26.2% | 0.05% | +9.5% |
VOO | Buy | VANGUARD INDEX FDS | $250,917 | +14.5% | 522 | +4.0% | 0.04% | +2.3% |
ESGE | Sell | ISHARES INCesg awr msci em | $251,900 | -25.9% | 7,816 | -26.3% | 0.04% | -33.8% |
LQD | Buy | ISHARES TRiboxx inv cp etf | $248,915 | -1.0% | 2,285 | +0.6% | 0.04% | -10.0% |
VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $249,424 | +9.9% | 1,600 | +2.2% | 0.04% | 0.0% |
IWF | Buy | ISHARES TRrus 1000 grw etf | $249,194 | +26551.8% | 739 | +24533.3% | 0.04% | – |
FISV | Buy | FISERV INC | $244,844 | +55.7% | 1,532 | +29.4% | 0.04% | +41.9% |
BKNG | Buy | BOOKING HOLDINGS INC | $243,068 | +114.1% | 67 | +109.4% | 0.04% | +91.3% |
NVS | Buy | NOVARTIS AGsponsored adr | $243,566 | +24.2% | 2,518 | +29.7% | 0.04% | +12.8% |
NEM | Buy | NEWMONT CORP | $244,863 | +11.4% | 6,832 | +28.6% | 0.04% | 0.0% |
EEM | Sell | ISHARES TRmsci emg mkt etf | $236,688 | +0.6% | 5,762 | -1.5% | 0.04% | -8.5% |
VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $236,564 | -0.9% | 1,295 | -7.5% | 0.04% | -10.4% |
D | Sell | DOMINION ENERGY INC | $237,476 | -0.7% | 4,828 | -5.1% | 0.04% | -10.4% |
GM | Buy | GENERAL MTRS CO | $233,737 | +45.8% | 5,154 | +15.5% | 0.04% | +31.2% |
EMR | Sell | EMERSON ELEC CO | $228,714 | -24.0% | 2,017 | -34.7% | 0.04% | -31.7% |
USB | Sell | US BANCORP DEL | $230,101 | -46.3% | 5,148 | -48.0% | 0.04% | -52.3% |
ESGV | VANGUARD WORLD FDesg us stk etf | $219,556 | +9.6% | 2,356 | 0.0% | 0.04% | 0.0% | |
SDG | Buy | ISHARES TRmsci gbl sus dev | $219,680 | +98.1% | 2,791 | +104.0% | 0.04% | +81.8% |
PFE | Sell | PFIZER INC | $217,121 | -42.0% | 7,824 | -39.9% | 0.04% | -48.0% |
CSCO | Sell | CISCO SYS INC | $214,645 | -89.0% | 4,301 | -88.9% | 0.04% | -90.0% |
VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $215,544 | +2195.2% | 5,160 | +2163.2% | 0.04% | +1850.0% |
SCHW | Sell | SCHWAB CHARLES CORP | $208,556 | -12.8% | 2,883 | -17.1% | 0.04% | -20.8% |
IGSB | Buy | ISHARES TR | $204,275 | +96.3% | 3,984 | +96.4% | 0.04% | +76.2% |
ET | Buy | ENERGY TRANSFER L P | $204,800 | +15.0% | 13,020 | +0.9% | 0.04% | +2.8% |
MO | Sell | ALTRIA GROUP INC | $203,182 | -25.4% | 4,658 | -31.0% | 0.04% | -32.7% |
SBUX | Sell | STARBUCKS CORP | $203,276 | -13.0% | 2,224 | -8.6% | 0.04% | -21.3% |
OMFL | New | INVESCO EXCH TRD SLF IDX FDrusl 1000 dynm | $203,412 | – | 3,683 | +100.0% | 0.04% | – |
IGRO | New | ISHARES TRintl div grwth | $198,434 | – | 2,946 | +100.0% | 0.04% | – |
DFAI | Sell | DIMENSIONAL ETF TRUSTintl core eqt mk | $189,127 | -5.0% | 6,258 | -10.0% | 0.03% | -15.0% |
BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $189,838 | -0.9% | 2,614 | +0.4% | 0.03% | -10.5% |
JPI | Buy | NUVEEN PFD & INCOME TERM FD | $183,300 | +6.3% | 9,527 | +1.0% | 0.03% | -5.7% |
HON | Sell | HONEYWELL INTL INC | $181,432 | -34.9% | 884 | -33.4% | 0.03% | -41.1% |
USHY | Buy | ISHARES TRbroad usd high | $182,401 | +905.6% | 4,985 | +899.0% | 0.03% | +725.0% |
STX | Buy | SEAGATE TECHNOLOGY HLDNGS PL | $176,795 | +107.1% | 1,900 | +90.0% | 0.03% | +88.2% |
VIGI | New | VANGUARD WHITEHALL FDSintl dvd etf | $177,723 | – | 2,180 | +100.0% | 0.03% | – |
FTEC | Buy | FIDELITY COVINGTON TRUSTmsci info tech i | $178,366 | +8.7% | 1,145 | +0.2% | 0.03% | -3.0% |
AMD | Buy | ADVANCED MICRO DEVICES INC | $169,733 | +31.0% | 940 | +6.9% | 0.03% | +19.2% |
VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $173,107 | +11838.4% | 3,450 | +11400.0% | 0.03% | – |
IDXX | IDEXX LABS INC | $167,918 | -2.7% | 311 | 0.0% | 0.03% | -14.3% | |
QQQM | Buy | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $168,257 | +117.0% | 921 | +100.2% | 0.03% | +87.5% |
NULG | NUSHARES ETF TRnuveen esg lrgcp | $161,408 | +9.8% | 2,116 | 0.0% | 0.03% | 0.0% | |
PDI | Buy | PIMCO DYNAMIC INCOME FD | $163,896 | +11.5% | 8,496 | +3.7% | 0.03% | 0.0% |
GENERAL ELECTRIC CO | $158,406 | +37.6% | 902 | 0.0% | 0.03% | +26.1% | ||
MMM | Sell | 3M CO | $155,001 | -50.2% | 1,461 | -48.7% | 0.03% | -54.8% |
DVY | Buy | ISHARES TRselect divid etf | $154,332 | +6.0% | 1,253 | +0.8% | 0.03% | -3.4% |
IEI | Sell | ISHARES TR3 7 yr treas bd | $153,775 | -28.8% | 1,328 | -28.0% | 0.03% | -34.9% |
MGK | Sell | VANGUARD WORLD FDmega grwth ind | $153,942 | +0.1% | 537 | -9.4% | 0.03% | -9.7% |
SPAB | Sell | SPDR SER TRportfolio agrgte | $152,767 | -3.4% | 6,043 | -2.1% | 0.03% | -15.6% |
GD | Sell | GENERAL DYNAMICS CORP | $149,437 | -14.6% | 529 | -21.5% | 0.03% | -22.9% |
MDT | Sell | MEDTRONIC PLC | $151,641 | -50.2% | 1,740 | -52.9% | 0.03% | -55.7% |
VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $141,720 | +55.0% | 601 | +44.5% | 0.03% | +44.4% |
HYLB | Buy | DBX ETF TRxtrack usd high | $142,828 | +1.4% | 4,000 | +1.0% | 0.03% | -7.1% |
F | Sell | FORD MTR CO DEL | $144,015 | -5.1% | 10,845 | -12.8% | 0.03% | -13.3% |
AZN | Buy | ASTRAZENECA PLCsponsored adr | $147,050 | +1.6% | 2,170 | +1.0% | 0.03% | -10.3% |
PAVE | Sell | GLOBAL X FDSus infr dev etf | $140,290 | +12.2% | 3,524 | -2.9% | 0.02% | 0.0% |
VYMI | Sell | VANGUARD WHITEHALL FDSintl high etf | $137,600 | -7.4% | 2,000 | -10.5% | 0.02% | -16.7% |
ETN | Buy | EATON CORP PLC | $136,641 | +49.3% | 437 | +15.0% | 0.02% | +38.9% |
GLD | Sell | SPDR GOLD TR | $141,421 | -32.7% | 687 | -37.5% | 0.02% | -40.5% |
YUM | Sell | YUM BRANDS INC | $138,650 | -2.3% | 1,000 | -7.9% | 0.02% | -10.7% |
EUSA | ISHARES INCmsci equal weite | $136,485 | +7.8% | 1,500 | 0.0% | 0.02% | 0.0% | |
TIP | Sell | ISHARES TRtips bd etf | $139,239 | -10.8% | 1,296 | -10.7% | 0.02% | -19.4% |
SCHR | Sell | SCHWAB STRATEGIC TRint-trm u.s tres | $137,536 | -52.7% | 2,804 | -52.1% | 0.02% | -56.9% |
ENB | Buy | ENBRIDGE INC | $135,024 | +73.6% | 3,732 | +72.9% | 0.02% | +50.0% |
NGG | Buy | NATIONAL GRID PLCsponsored adr ne | $125,995 | +2.2% | 1,847 | +1.9% | 0.02% | -8.0% |
PLD | Buy | PROLOGIS INC. | $126,160 | -2.2% | 969 | +0.1% | 0.02% | -11.5% |
HYG | Buy | ISHARES TRiboxx hi yd etf | $127,715 | +1.5% | 1,643 | +1.0% | 0.02% | -8.0% |
INGR | Buy | INGREDION INC | $124,328 | +82.4% | 1,064 | +69.4% | 0.02% | +57.1% |
MTD | METTLER TOLEDO INTERNATIONAL | $122,479 | +9.8% | 92 | 0.0% | 0.02% | 0.0% | |
IEMG | Buy | ISHARES INCcore msci emkt | $120,544 | +2.4% | 2,336 | +0.4% | 0.02% | -8.3% |
RTX | Sell | RTX CORPORATION | $121,098 | -66.0% | 1,242 | -70.6% | 0.02% | -69.0% |
IJJ | Buy | ISHARES TRs&p mc 400vl etf | $120,521 | +4.1% | 1,019 | +0.3% | 0.02% | -4.3% |
LOB | Sell | LIVE OAK BANCSHARES INC | $118,304 | -19.4% | 2,850 | -11.7% | 0.02% | -27.6% |
EQIX | Sell | EQUINIX INC | $114,721 | -13.7% | 139 | -15.8% | 0.02% | -22.2% |
CRBN | Buy | ISHARES TRmsci lw crb tg | $117,028 | +146.4% | 652 | +127.2% | 0.02% | +110.0% |
PLW | Buy | INVESCO EXCH TRADED FD TR IIequal wegt 0-30 | $115,751 | +1341.3% | 4,122 | +1377.4% | 0.02% | +950.0% |
XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $119,161 | -24.4% | 648 | -26.5% | 0.02% | -34.4% |
KMI | Buy | KINDER MORGAN INC DEL | $114,336 | +73.2% | 6,234 | +66.6% | 0.02% | +61.5% |
BK | Sell | BANK NEW YORK MELLON CORP | $112,474 | -21.5% | 1,952 | -29.1% | 0.02% | -31.0% |
IHI | Buy | ISHARES TRu.s. med dvc etf | $112,578 | +8.6% | 1,921 | +0.1% | 0.02% | -4.8% |
BDX | Buy | BECTON DICKINSON & CO | $110,519 | +41.4% | 447 | +39.3% | 0.02% | +25.0% |
NFLX | Buy | NETFLIX INC | $108,712 | +25.4% | 179 | +0.6% | 0.02% | +17.6% |
KMX | Buy | CARMAX INC | $111,675 | +152.6% | 1,282 | +122.6% | 0.02% | +122.2% |
SLF | New | SUN LIFE FINANCIAL INC. | $109,160 | – | 2,000 | +100.0% | 0.02% | – |
EPD | Buy | ENTERPRISE PRODS PARTNERS L | $104,927 | +486.4% | 3,596 | +429.6% | 0.02% | +375.0% |
AXP | Buy | AMERICAN EXPRESS CO | $107,242 | +29.8% | 471 | +6.8% | 0.02% | +11.8% |
VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $106,113 | +4.5% | 407 | -3.1% | 0.02% | -5.0% |
HRL | Buy | HORMEL FOODS CORP | $104,411 | +9.7% | 2,993 | +1.0% | 0.02% | 0.0% |
PCY | Buy | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $99,108 | +5489.8% | 4,844 | +5532.6% | 0.02% | – |
SPG | SIMON PPTY GROUP INC NEW | $98,902 | +9.7% | 632 | 0.0% | 0.02% | 0.0% | |
KMB | KIMBERLY-CLARK CORP | $100,709 | +6.4% | 779 | 0.0% | 0.02% | -5.3% | |
EBAY | Buy | EBAY INC. | $94,054 | +87.3% | 1,782 | +54.8% | 0.02% | +70.0% |
MBB | Sell | ISHARES TRmbs etf | $97,041 | -38.9% | 1,050 | -37.8% | 0.02% | -46.9% |
FCPI | Buy | FIDELITY COVINGTON TRUSTstock for infl | $94,550 | +13.0% | 2,399 | +0.4% | 0.02% | 0.0% |
CG | CARLYLE GROUP INC | $93,820 | +15.3% | 2,000 | 0.0% | 0.02% | +6.2% | |
GPC | Buy | GENUINE PARTS CO | $96,521 | +72.1% | 623 | +53.8% | 0.02% | +54.5% |
WM | WASTE MGMT INC DEL | $95,222 | +19.0% | 447 | 0.0% | 0.02% | +6.2% | |
DTE | DTE ENERGY CO | $92,067 | +1.7% | 821 | 0.0% | 0.02% | -5.6% | |
PSX | Sell | PHILLIPS 66 | $87,388 | -4.7% | 535 | -22.4% | 0.02% | -11.1% |
JCI | Buy | JOHNSON CTLS INTL PLC | $86,940 | +42.9% | 1,331 | +26.0% | 0.02% | +33.3% |
TGT | Buy | TARGET CORP | $86,656 | +31.1% | 489 | +5.4% | 0.02% | +23.1% |
UL | Buy | UNILEVER PLCspon adr new | $82,663 | +21.8% | 1,647 | +17.6% | 0.02% | +7.1% |
IRBO | ISHARES TRrobotics artif | $83,093 | -0.4% | 2,419 | 0.0% | 0.02% | -11.8% | |
IJS | Buy | ISHARES TRsp smcp600vl etf | $81,234 | +38.6% | 791 | +39.3% | 0.02% | +25.0% |
MDU | MDU RES GROUP INC | $85,403 | +27.3% | 3,389 | 0.0% | 0.02% | +15.4% | |
MCK | Buy | MCKESSON CORP | $85,450 | +26.3% | 159 | +8.9% | 0.02% | +7.1% |
TM | TOYOTA MOTOR CORPads | $82,770 | +37.2% | 329 | 0.0% | 0.02% | +25.0% | |
APPN | New | APPIAN CORPcl a | $84,694 | – | 2,120 | +100.0% | 0.02% | – |
BR | Buy | BROADRIDGE FINL SOLUTIONS IN | $80,100 | +118.7% | 391 | +119.7% | 0.01% | +100.0% |
SUSA | New | ISHARES TRmsci usa esg slc | $76,419 | – | 700 | +100.0% | 0.01% | – |
SNY | Buy | SANOFIsponsored adr | $76,545 | +211.6% | 1,575 | +218.8% | 0.01% | +180.0% |
PRU | Sell | PRUDENTIAL FINL INC | $77,153 | -18.7% | 657 | -28.2% | 0.01% | -26.3% |
PNC | Sell | PNC FINL SVCS GROUP INC | $75,130 | -11.2% | 465 | -14.8% | 0.01% | -17.6% |
OKE | Sell | ONEOK INC NEW | $76,550 | -67.4% | 955 | -71.4% | 0.01% | -70.2% |
WH | Buy | WYNDHAM HOTELS & RESORTS INC | $78,515 | +63.0% | 1,023 | +70.8% | 0.01% | +40.0% |
YUMC | Buy | YUM CHINA HLDGS INC | $77,073 | +51.0% | 1,937 | +61.0% | 0.01% | +40.0% |
IWV | Buy | ISHARES TRrussell 3000 etf | $78,303 | +9.9% | 261 | +0.4% | 0.01% | 0.0% |
TMO | Sell | THERMO FISHER SCIENTIFIC INC | $80,215 | -50.0% | 138 | -54.3% | 0.01% | -56.2% |
CRL | Buy | CHARLES RIV LABS INTL INC | $70,176 | +430.1% | 259 | +362.5% | 0.01% | +333.3% |
BA | BOEING CO | $72,371 | -26.0% | 375 | 0.0% | 0.01% | -35.0% | |
FMAT | Sell | FIDELITY COVINGTON TRUSTmsci matls index | $72,464 | +5.5% | 1,384 | -1.8% | 0.01% | -7.1% |
FTNT | Sell | FORTINET INC | $72,272 | -46.6% | 1,058 | -54.2% | 0.01% | -51.9% |
IUSG | ISHARES TRcore s&p us gwt | $70,257 | +12.8% | 599 | 0.0% | 0.01% | +8.3% | |
PSA | PUBLIC STORAGE | $74,835 | -4.9% | 258 | 0.0% | 0.01% | -18.8% | |
VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $70,370 | +368.8% | 910 | +369.1% | 0.01% | +333.3% |
VONG | Buy | VANGUARD SCOTTSDALE FDSvng rus1000grw | $71,416 | +27.0% | 824 | +14.3% | 0.01% | +18.2% |
VO | Buy | VANGUARD INDEX FDSmid cap etf | $74,195 | +7.8% | 297 | +0.3% | 0.01% | -7.1% |
ALLE | Sell | ALLEGION PLC | $72,878 | -63.7% | 541 | -65.9% | 0.01% | -67.5% |
AOA | Sell | ISHARES TRaggres alloc etf | $69,108 | +6.3% | 941 | -0.1% | 0.01% | -7.7% |
Buy | DIMENSIONAL ETF TRUSTworld equity etf | $67,114 | +7.9% | 1,135 | +0.2% | 0.01% | 0.0% | |
ISCG | New | ISHARES TRmrgstr sm cp gr | $64,995 | – | 1,396 | +100.0% | 0.01% | – |
O | Buy | REALTY INCOME CORP | $66,435 | +119.1% | 1,228 | +132.6% | 0.01% | +100.0% |
KNIFE RIVER CORP | $68,675 | +22.5% | 847 | 0.0% | 0.01% | +9.1% | ||
New | DIMENSIONAL ETF TRUSTus core equity 1 | $69,396 | – | 1,183 | +100.0% | 0.01% | – | |
XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $65,126 | -40.1% | 441 | -44.7% | 0.01% | -45.5% |
ZBRA | Sell | ZEBRA TECHNOLOGIES CORPORATIcl a | $65,111 | -32.5% | 216 | -38.8% | 0.01% | -36.8% |
IMCG | New | ISHARES TRmrgstr md cp grw | $69,408 | – | 982 | +100.0% | 0.01% | – |
IQV | New | IQVIA HLDGS INC | $60,946 | – | 241 | +100.0% | 0.01% | – |
VXF | New | VANGUARD INDEX FDSextend mkt etf | $58,631 | – | 335 | +100.0% | 0.01% | – |
IXC | Buy | ISHARES TRglobal energ etf | $61,707 | +10.9% | 1,437 | +1.0% | 0.01% | 0.0% |
COF | Buy | CAPITAL ONE FINL CORP | $62,236 | +31.8% | 418 | +16.1% | 0.01% | +22.2% |
Buy | GSK PLCsponsored adr | $61,561 | +96.3% | 1,436 | +69.7% | 0.01% | +83.3% | |
LH | Buy | LABORATORY CORP AMER HLDGS | $60,077 | +44.4% | 275 | +50.3% | 0.01% | +37.5% |
AWK | AMERICAN WTR WKS CO INC NEW | $61,105 | -7.4% | 500 | 0.0% | 0.01% | -15.4% | |
MLM | MARTIN MARIETTA MATLS INC | $61,394 | +23.1% | 100 | 0.0% | 0.01% | +10.0% | |
WEC | WEC ENERGY GROUP INC | $52,907 | -2.4% | 644 | 0.0% | 0.01% | -9.1% | |
STZ | Sell | CONSTELLATION BRANDS INCcl a | $54,352 | -3.1% | 200 | -13.8% | 0.01% | -9.1% |
MDLZ | Sell | MONDELEZ INTL INCcl a | $56,210 | -32.8% | 803 | -30.4% | 0.01% | -41.2% |
DMF | BNY MELLON MUN INCOME INC | $57,372 | +5.1% | 8,400 | 0.0% | 0.01% | -9.1% | |
SCHY | New | SCHWAB STRATEGIC TRinternl divid | $54,554 | – | 2,249 | +100.0% | 0.01% | – |
Buy | FIDELITY COVINGTON TRUSTenhanced large | $56,175 | +11.4% | 1,904 | +0.3% | 0.01% | 0.0% | |
HSY | HERSHEY CO | $56,600 | +4.3% | 291 | 0.0% | 0.01% | -9.1% | |
CHTR | CHARTER COMMUNICATIONS INC Ncl a | $54,348 | -25.2% | 187 | 0.0% | 0.01% | -33.3% | |
VTV | Sell | VANGUARD INDEX FDSvalue etf | $53,740 | +4.4% | 330 | -4.1% | 0.01% | 0.0% |
MTB | Sell | M & T BK CORP | $56,865 | -3.8% | 391 | -9.3% | 0.01% | -16.7% |
VDC | Buy | VANGUARD WORLD FDconsum stp etf | $58,205 | +7.3% | 285 | +0.4% | 0.01% | -9.1% |
KOMP | Sell | SPDR SER TRs&p kensho new | $57,600 | -29.1% | 1,198 | -31.1% | 0.01% | -37.5% |
DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $55,445 | +5.7% | 139 | 0.0% | 0.01% | -9.1% | |
DFAU | Buy | DIMENSIONAL ETF TRUSTus core eqt mkt | $54,442 | +10.1% | 1,490 | +0.2% | 0.01% | 0.0% |
DOV | Buy | DOVER CORP | $54,220 | +71.1% | 306 | +48.5% | 0.01% | +66.7% |
PFF | Buy | ISHARES TRpfd and incm sec | $57,792 | +109.7% | 1,793 | +103.1% | 0.01% | +66.7% |
FITB | FIFTH THIRD BANCORP | $48,299 | +7.9% | 1,298 | 0.0% | 0.01% | 0.0% | |
HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $49,736 | +4.9% | 2,805 | +0.4% | 0.01% | 0.0% |
FIS | Buy | FIDELITY NATL INFORMATION SV | $50,243 | +25.9% | 677 | +2.0% | 0.01% | +12.5% |
ZTS | Sell | ZOETIS INCcl a | $52,455 | -55.3% | 310 | -47.8% | 0.01% | -60.9% |
MSEX | Buy | MIDDLESEX WTR CO | $47,660 | -19.8% | 908 | +0.2% | 0.01% | -25.0% |
IVW | Sell | ISHARES TRs&p 500 grwt etf | $51,106 | -35.1% | 605 | -42.3% | 0.01% | -43.8% |
BIIB | Sell | BIOGEN INC | $48,301 | -75.3% | 224 | -70.4% | 0.01% | -76.9% |
EIX | Buy | EDISON INTL | $51,704 | +112.7% | 731 | +115.0% | 0.01% | +80.0% |
IJT | Buy | ISHARES TRs&p sml 600 gwt | $51,204 | +4.6% | 392 | +0.3% | 0.01% | -10.0% |
ALL | Sell | ALLSTATE CORP | $48,809 | -68.1% | 282 | -74.2% | 0.01% | -71.0% |
DD | Sell | DUPONT DE NEMOURS INC | $51,137 | -17.1% | 667 | -16.8% | 0.01% | -25.0% |
LAMR | Buy | LAMAR ADVERTISING CO NEWcl a | $52,182 | +205.0% | 437 | +171.4% | 0.01% | +200.0% |
CARE | CARTER BANKSHARES INC | $47,590 | -15.6% | 3,765 | 0.0% | 0.01% | -18.2% | |
AOR | Sell | ISHARES TRgrwt allocat etf | $48,008 | +4.1% | 862 | -0.6% | 0.01% | 0.0% |
SLV | Sell | ISHARES SILVER TRishares | $50,619 | -23.2% | 2,225 | -26.4% | 0.01% | -30.8% |
QUAL | Sell | ISHARES TRmsci usa qlt fct | $50,784 | -38.6% | 309 | -45.0% | 0.01% | -47.1% |
CAG | Buy | CONAGRA BRANDS INC | $45,928 | +3.6% | 1,550 | +0.3% | 0.01% | -11.1% |
OEF | Buy | ISHARES TRs&p 100 etf | $44,286 | +37.7% | 179 | +24.3% | 0.01% | +33.3% |
IUSV | Buy | ISHARES TRcore s&p us vlu | $44,017 | +7.8% | 487 | +0.6% | 0.01% | 0.0% |
RACE | FERRARI N V | $43,594 | +28.8% | 100 | 0.0% | 0.01% | +14.3% | |
GOVT | Sell | ISHARES TRus treas bd etf | $42,421 | -50.3% | 1,863 | -49.7% | 0.01% | -52.9% |
BURL | BURLINGTON STORES INC | $43,652 | +19.4% | 188 | 0.0% | 0.01% | +14.3% | |
MDYG | SPDR SER TRs&p 400 mdcp grw | $46,002 | +15.4% | 527 | 0.0% | 0.01% | 0.0% | |
BSX | BOSTON SCIENTIFIC CORP | $42,532 | +18.5% | 621 | 0.0% | 0.01% | +14.3% | |
PM | Buy | PHILIP MORRIS INTL INC | $42,847 | +15.4% | 468 | +18.5% | 0.01% | +14.3% |
SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $41,691 | -5.8% | 1,152 | -7.8% | 0.01% | -11.1% |
KR | Buy | KROGER CO | $45,684 | +25.2% | 800 | +0.3% | 0.01% | +14.3% |
NSC | NORFOLK SOUTHN CORP | $42,563 | +7.8% | 167 | 0.0% | 0.01% | 0.0% | |
ADM | Sell | ARCHER DANIELS MIDLAND CO | $45,692 | -90.4% | 727 | -88.9% | 0.01% | -91.6% |
TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $47,073 | +248.2% | 346 | +166.2% | 0.01% | +166.7% |
AIG | Sell | AMERICAN INTL GROUP INC | $42,915 | -21.8% | 549 | -32.2% | 0.01% | -27.3% |
IGM | Buy | ISHARES TRexpnd tec sc etf | $42,775 | +15.4% | 496 | +497.6% | 0.01% | +14.3% |
ESGU | Sell | ISHARES TResg awr msci usa | $44,260 | -74.2% | 385 | -76.5% | 0.01% | -76.5% |
OXY | OCCIDENTAL PETE CORP | $42,438 | +8.8% | 653 | 0.0% | 0.01% | 0.0% | |
HCA | HCA HEALTHCARE INC | $42,099 | +23.4% | 126 | 0.0% | 0.01% | +14.3% | |
BP | Buy | BP PLCsponsored adr | $42,569 | +7.1% | 1,130 | +0.6% | 0.01% | 0.0% |
ECL | Sell | ECOLAB INC | $45,974 | -79.1% | 199 | -82.1% | 0.01% | -81.8% |
Buy | FIDELITY COVINGTON TRUSTenhanced small | $46,681 | +7.0% | 1,553 | +0.3% | 0.01% | -11.1% | |
GSY | New | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $45,949 | – | 921 | +100.0% | 0.01% | – |
FCBC | FIRST CMNTY BANKSHARES INC V | $39,513 | -6.7% | 1,141 | 0.0% | 0.01% | -12.5% | |
DHI | D R HORTON INC | $39,657 | +8.3% | 241 | 0.0% | 0.01% | 0.0% | |
NVG | NUVEEN AMT FREE MUN CR INC F | $36,486 | +2.8% | 3,003 | 0.0% | 0.01% | 0.0% | |
NZF | NUVEEN MUNICIPAL CREDIT INC | $36,720 | +3.6% | 3,000 | 0.0% | 0.01% | 0.0% | |
DOW | Sell | DOW INC | $36,704 | -5.5% | 634 | -10.6% | 0.01% | -12.5% |
RY | ROYAL BK CDA | $41,563 | -0.2% | 412 | 0.0% | 0.01% | -12.5% | |
BTI | BRITISH AMERN TOB PLCsponsored adr | $37,119 | +4.1% | 1,217 | 0.0% | 0.01% | 0.0% | |
PGF | Buy | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $40,856 | +6.1% | 2,681 | +1.5% | 0.01% | -12.5% |
NBH | NEUBERGER BERMAN MUN FD INC | $38,739 | +1.2% | 3,700 | 0.0% | 0.01% | -12.5% | |
GLW | Buy | CORNING INC | $38,019 | +9.2% | 1,153 | +0.8% | 0.01% | 0.0% |
CONSTELLATION ENERGY CORP | $36,970 | +58.1% | 200 | 0.0% | 0.01% | +40.0% | ||
AEE | Buy | AMEREN CORP | $40,678 | +56.2% | 550 | +52.8% | 0.01% | +40.0% |
PYPL | Sell | PAYPAL HLDGS INC | $38,921 | -19.6% | 581 | -26.3% | 0.01% | -30.0% |
ARKK | Sell | ARK ETF TRinnovation etf | $41,016 | -35.4% | 819 | -32.5% | 0.01% | -46.2% |
SWM | MATIV HOLDINGS INC | $37,500 | +22.5% | 2,000 | 0.0% | 0.01% | +16.7% | |
WAT | Sell | WATERS CORP | $39,586 | -54.8% | 115 | -56.8% | 0.01% | -61.1% |
Buy | WARNER BROS DISCOVERY INC | $39,591 | -0.8% | 4,535 | +29.3% | 0.01% | -12.5% | |
IWP | Sell | ISHARES TRrus md cp gr etf | $37,718 | -16.7% | 330 | -23.8% | 0.01% | -22.2% |
OMC | Sell | OMNICOM GROUP INC | $40,743 | -86.8% | 421 | -88.2% | 0.01% | -88.7% |
VAW | Sell | VANGUARD WORLD FDmaterials etf | $37,820 | +6.5% | 185 | -1.1% | 0.01% | 0.0% |
Buy | FIDELITY COVINGTON TRUSTenhanced intl | $33,335 | +8.5% | 1,168 | +0.8% | 0.01% | 0.0% | |
DY | DYCOM INDS INC | $34,304 | +24.7% | 239 | 0.0% | 0.01% | 0.0% | |
OMFS | New | INVESCO EXCH TRD SLF IDX FDrusl 2000 dynm | $34,560 | – | 915 | +100.0% | 0.01% | – |
VMC | New | VULCAN MATLS CO | $34,115 | – | 125 | +100.0% | 0.01% | – |
ABC | New | CENCORA INC | $32,804 | – | 135 | +100.0% | 0.01% | – |
CHKP | New | CHECK POINT SOFTWARE TECH LTord | $31,162 | – | 190 | +100.0% | 0.01% | – |
VUG | Sell | VANGUARD INDEX FDSgrowth etf | $35,164 | -53.5% | 102 | -58.0% | 0.01% | -60.0% |
APOLLO GLOBAL MGMT INC | $33,735 | +20.7% | 300 | 0.0% | 0.01% | 0.0% | ||
IWO | Buy | ISHARES TRrus 2000 grw etf | $34,190 | +2159.7% | 126 | +2000.0% | 0.01% | – |
BHV | BLACKROCK VA MUN BD TR | $32,880 | +1.0% | 3,000 | 0.0% | 0.01% | -14.3% | |
IDU | Sell | ISHARES TRu.s. utilits etf | $31,846 | +4.4% | 377 | -1.3% | 0.01% | 0.0% |
UGI | Buy | UGI CORP NEW | $31,264 | +99.5% | 1,274 | +100.0% | 0.01% | +100.0% |
IYR | Buy | ISHARES TRu.s. real es etf | $32,039 | -1.3% | 356 | +0.3% | 0.01% | 0.0% |
BRIACELL THERAPEUTICS CORP | $30,817 | -51.1% | 10,775 | 0.0% | 0.01% | -53.8% | ||
ICLN | Buy | ISHARES TRgl clean ene etf | $35,579 | +832.6% | 2,545 | +938.8% | 0.01% | +500.0% |
Buy | FORTREA HLDGS INC | $34,601 | +190.7% | 862 | +152.8% | 0.01% | +200.0% | |
FTV | FORTIVE CORP | $31,029 | +16.9% | 361 | 0.0% | 0.01% | +20.0% | |
ITA | ISHARES TRus aer def etf | $31,944 | +4.4% | 242 | 0.0% | 0.01% | 0.0% | |
CARR | Sell | CARRIER GLOBAL CORPORATION | $34,878 | -9.7% | 600 | -10.7% | 0.01% | -25.0% |
EFV | Sell | ISHARES TReafe value etf | $31,062 | -49.0% | 571 | -51.2% | 0.01% | -50.0% |
SPTM | SPDR SER TRportfoli s&p1500 | $35,411 | +9.8% | 552 | 0.0% | 0.01% | 0.0% | |
ED | Buy | CONSOLIDATED EDISON INC | $32,460 | +0.2% | 357 | +0.3% | 0.01% | 0.0% |
CTVA | Sell | CORTEVA INC | $32,584 | -82.6% | 565 | -85.6% | 0.01% | -84.2% |
SHELL PLCspon ads | $31,107 | +1.9% | 464 | 0.0% | 0.01% | 0.0% | ||
ROG | Sell | ROGERS CORP | $33,589 | -10.4% | 283 | -0.4% | 0.01% | -25.0% |
EXC | EXELON CORP | $34,677 | +4.7% | 923 | 0.0% | 0.01% | -14.3% | |
PPG | PPG INDS INC | $33,499 | -2.9% | 231 | 0.0% | 0.01% | -14.3% | |
DLTR | Sell | DOLLAR TREE INC | $31,557 | -23.7% | 237 | -18.6% | 0.01% | -25.0% |
Buy | DRAFTKINGS INC NEW | $35,238 | +209.5% | 776 | +140.2% | 0.01% | +200.0% | |
DHR | Sell | DANAHER CORPORATION | $30,286 | -21.2% | 121 | -27.1% | 0.01% | -37.5% |
SRE | Sell | SEMPRA | $28,068 | -14.5% | 391 | -10.9% | 0.01% | -28.6% |
DEO | New | DIAGEO PLCspon adr new | $29,302 | – | 197 | +100.0% | 0.01% | – |
PHYS | SPROTT PHYSICAL GOLD TRunit | $27,680 | +8.6% | 1,600 | 0.0% | 0.01% | 0.0% | |
PPL | PPL CORP | $27,778 | +1.6% | 1,009 | 0.0% | 0.01% | 0.0% | |
MET | Sell | METLIFE INC | $30,014 | -89.9% | 405 | -91.0% | 0.01% | -91.5% |
KDP | Buy | KEURIG DR PEPPER INC | $29,261 | -7.6% | 954 | +0.3% | 0.01% | -16.7% |
Z | New | ZILLOW GROUP INCcl c cap stk | $26,146 | – | 536 | +100.0% | 0.01% | – |
MU | MICRON TECHNOLOGY INC | $29,473 | +38.1% | 250 | 0.0% | 0.01% | +25.0% | |
CAH | CARDINAL HEALTH INC | $26,073 | +11.0% | 233 | 0.0% | 0.01% | 0.0% | |
RZV | INVESCO EXCHANGE TRADED FD Ts&p sml600 val | $29,673 | +0.2% | 276 | 0.0% | 0.01% | -16.7% | |
SAM | BOSTON BEER INCcl a | $30,442 | -11.9% | 100 | 0.0% | 0.01% | -28.6% | |
IWD | Buy | ISHARES TRrus 1000 val etf | $29,926 | +85.2% | 167 | +70.4% | 0.01% | +66.7% |
VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $26,765 | – | 461 | +100.0% | 0.01% | – |
IVE | Sell | ISHARES TRs&p 500 val etf | $29,544 | -52.0% | 158 | -55.4% | 0.01% | -58.3% |
VB | VANGUARD INDEX FDSsmall cp etf | $29,488 | +7.2% | 129 | 0.0% | 0.01% | -16.7% | |
ITOT | Sell | ISHARES TRcore s&p ttl stk | $29,518 | +0.4% | 256 | -8.6% | 0.01% | -16.7% |
VTRS | Sell | VIATRIS INC | $26,882 | +8.5% | 2,251 | -1.6% | 0.01% | 0.0% |
HBI | Buy | HANESBRANDS INC | $30,508 | +316.6% | 5,260 | +220.3% | 0.01% | +400.0% |
MSI | MOTOROLA SOLUTIONS INC | $27,688 | +13.4% | 78 | 0.0% | 0.01% | 0.0% | |
WTFC | New | WINTRUST FINL CORP | $26,149 | – | 250 | +100.0% | 0.01% | – |
NRK | NUVEEN NEW YORK AMT QLT MUNI | $27,088 | +3.2% | 2,492 | 0.0% | 0.01% | 0.0% | |
COIN | Buy | COINBASE GLOBAL INC | $30,166 | +542.4% | 114 | +322.2% | 0.01% | +400.0% |
MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $25,748 | +10.1% | 46 | 0.0% | 0.01% | 0.0% | |
XLF | SELECT SECTOR SPDR TRfinancial | $25,398 | +12.0% | 603 | 0.0% | 0.01% | 0.0% | |
DTM | DT MIDSTREAM INC | $25,051 | +11.5% | 410 | 0.0% | 0.01% | +25.0% | |
LYG | Buy | LLOYDS BANKING GROUP PLCsponsored adr | $24,393 | +181.2% | 9,418 | +159.4% | 0.00% | +100.0% |
ERTH | Sell | INVESCO EXCHANGE TRADED FD Tinvesco msci | $21,596 | -22.6% | 511 | -13.5% | 0.00% | -33.3% |
HLT | HILTON WORLDWIDE HLDGS INC | $22,824 | +17.1% | 107 | 0.0% | 0.00% | 0.0% | |
HPQ | Buy | HP INC | $20,496 | +1.1% | 678 | +0.6% | 0.00% | 0.0% |
AGG | Sell | ISHARES TRcore us aggbd et | $23,616 | -82.9% | 241 | -82.6% | 0.00% | -85.7% |
GIS | GENERAL MLS INC | $20,991 | +7.4% | 300 | 0.0% | 0.00% | 0.0% | |
FMX | Buy | FOMENTO ECONOMICO MEXICANO Sspon adr units | $21,885 | +32.2% | 168 | +32.3% | 0.00% | +33.3% |
VLUE | Sell | ISHARES TRmsci usa value | $24,370 | -59.8% | 225 | -62.4% | 0.00% | -66.7% |
IUSB | Sell | ISHARES TRcore total usd | $24,072 | -48.6% | 528 | -48.0% | 0.00% | -55.6% |
FREL | Buy | FIDELITY COVINGTON TRUSTmsci rl est etf | $21,316 | -1.1% | 817 | +1.0% | 0.00% | 0.0% |
New | ISHARES BITCOIN TR | $23,313 | – | 576 | +100.0% | 0.00% | – | |
KEY | Sell | KEYCORP | $21,612 | -19.6% | 1,367 | -26.8% | 0.00% | -20.0% |
NXJ | NUVEEN NEW JERSEY QULT MUN F | $24,716 | +2.5% | 2,046 | 0.0% | 0.00% | -20.0% | |
WFH | DIREXION SHS ETF TRwork from home | $20,037 | +3.8% | 354 | 0.0% | 0.00% | 0.0% | |
NUSC | New | NUSHARES ETF TRnuveen esg smlcp | $24,912 | – | 599 | +100.0% | 0.00% | – |
OGN | Sell | ORGANON & CO | $20,258 | +26.4% | 1,078 | -3.1% | 0.00% | +33.3% |
OTIS | Buy | OTIS WORLDWIDE CORP | $24,818 | +17.5% | 250 | +5.9% | 0.00% | 0.0% |
DLR | DIGITAL RLTY TR INC | $19,878 | +7.0% | 138 | 0.0% | 0.00% | 0.0% | |
PEG | Sell | PUBLIC SVC ENTERPRISE GRP IN | $20,034 | -18.1% | 300 | -25.0% | 0.00% | -20.0% |
XLC | SELECT SECTOR SPDR TR | $23,518 | +12.4% | 288 | 0.0% | 0.00% | 0.0% | |
SHOP | Sell | SHOPIFY INCcl a | $23,151 | -30.7% | 300 | -30.1% | 0.00% | -42.9% |
PSLV | SPROTT PHYSICAL SILVER TRtr unit | $20,725 | +2.6% | 2,500 | 0.0% | 0.00% | 0.0% | |
CCL | Buy | CARNIVAL CORPunit 99/99/9999 | $20,212 | -2.0% | 1,237 | +11.2% | 0.00% | 0.0% |
ADSK | New | AUTODESK INC | $25,000 | – | 96 | +100.0% | 0.00% | – |
AIZ | ASSURANT INC | $23,530 | +11.7% | 125 | 0.0% | 0.00% | 0.0% | |
VIS | Sell | VANGUARD WORLD FDindustrial etf | $20,997 | +8.2% | 86 | -2.3% | 0.00% | 0.0% |
VRSN | VERISIGN INC | $22,173 | -8.0% | 117 | 0.0% | 0.00% | -20.0% | |
VNT | VONTIER CORPORATION | $22,680 | +31.3% | 500 | 0.0% | 0.00% | +33.3% | |
AMNB | AMERICAN NATL BANKSHARES INC | $23,880 | -2.0% | 500 | 0.0% | 0.00% | -20.0% | |
WMB | Sell | WILLIAMS COS INC | $19,485 | -12.2% | 500 | -21.5% | 0.00% | 0.0% |
BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $22,142 | +14.7% | 306 | +22.9% | 0.00% | 0.0% |
NXPI | NXP SEMICONDUCTORS N V | $22,547 | +7.9% | 91 | 0.0% | 0.00% | 0.0% | |
RYI | New | RYERSON HLDG CORP | $16,750 | – | 500 | +100.0% | 0.00% | – |
FSLR | New | FIRST SOLAR INC | $16,880 | – | 100 | +100.0% | 0.00% | – |
CMP | Buy | COMPASS MINERALS INTL INC | $15,945 | -10.2% | 1,013 | +44.5% | 0.00% | -25.0% |
SCHF | SCHWAB STRATEGIC TRintl eqty etf | $15,959 | +5.6% | 409 | 0.0% | 0.00% | 0.0% | |
EA SERIES TRUSTstrive us energy | $15,655 | +11.6% | 500 | 0.0% | 0.00% | 0.0% | ||
EVV | Buy | EATON VANCE LTD DURATION INC | $17,118 | +4.3% | 1,756 | +2.5% | 0.00% | 0.0% |
YELP | New | YELP INCcl a | $17,730 | – | 450 | +100.0% | 0.00% | – |
MRNA | Sell | MODERNA INC | $14,066 | -30.7% | 132 | -35.3% | 0.00% | -25.0% |
GDX | VANECK ETF TRUSTgold miners etf | $15,043 | +2.0% | 476 | 0.0% | 0.00% | 0.0% | |
LHX | Buy | L3HARRIS TECHNOLOGIES INC | $17,687 | +78.7% | 83 | +76.6% | 0.00% | +50.0% |
BAX | BAXTER INTL INC | $14,697 | +10.6% | 344 | 0.0% | 0.00% | 0.0% | |
FIVG | Buy | ETF SER SOLUTIONSdefiance next | $16,515 | +9.3% | 423 | +0.2% | 0.00% | 0.0% |
DG | DOLLAR GEN CORP NEW | $15,606 | +14.8% | 100 | 0.0% | 0.00% | 0.0% | |
Sell | GE HEALTHCARE TECHNOLOGIES I | $18,661 | -30.5% | 205 | -40.9% | 0.00% | -40.0% | |
AEM | Buy | AGNICO EAGLE MINES LTD | $14,748 | +9.4% | 247 | +0.4% | 0.00% | 0.0% |
CCJ | New | CAMECO CORP | $14,382 | – | 332 | +100.0% | 0.00% | – |
IR | New | INGERSOLL RAND INC | $18,990 | – | 200 | +100.0% | 0.00% | – |
New | GRAYSCALE BITCOIN TR BTC | $18,951 | – | 300 | +100.0% | 0.00% | – | |
EDIV | Buy | SPDR INDEX SHS FDSs&p em mkt div | $15,223 | +3.6% | 454 | +0.4% | 0.00% | 0.0% |
KARS | Sell | KRANESHARES TRUSTelec veh futur | $14,921 | -18.7% | 664 | -7.0% | 0.00% | -25.0% |
TMUS | Buy | T-MOBILE US INC | $19,423 | +61.5% | 119 | +58.7% | 0.00% | +50.0% |
New | INVESTMENT MANAGERS SER TR Iaxs change finan | $18,341 | – | 500 | +100.0% | 0.00% | – | |
HE | Buy | HAWAIIAN ELEC INDUSTRIES | $13,975 | -17.9% | 1,240 | +3.3% | 0.00% | 0.0% |
TPR | Buy | TAPESTRY INC | $14,198 | +29.9% | 299 | +0.7% | 0.00% | +50.0% |
TAN | Buy | INVESCO EXCH TRADED FD TR IIsolar etf | $18,647 | +46.2% | 411 | +72.0% | 0.00% | 0.0% |
VEEV | Sell | VEEVA SYS INC | $14,828 | -90.6% | 64 | -92.2% | 0.00% | -90.6% |
SLB | SCHLUMBERGER LTD | $18,197 | +5.3% | 332 | 0.0% | 0.00% | 0.0% | |
FSK | Buy | FS KKR CAP CORP | $17,277 | +62.9% | 906 | +70.6% | 0.00% | +50.0% |
ENTG | ENTEGRIS INC | $14,757 | +17.3% | 105 | 0.0% | 0.00% | 0.0% | |
BLDR | BUILDERS FIRSTSOURCE INC | $18,770 | +24.9% | 90 | 0.0% | 0.00% | 0.0% | |
PNR | New | PENTAIR PLC | $17,088 | – | 200 | +100.0% | 0.00% | – |
DELL | DELL TECHNOLOGIES INCcl c | $17,002 | +49.2% | 149 | 0.0% | 0.00% | +50.0% | |
New | SERIES PORTFOLIOS TRunusual whls dem | $15,808 | – | 459 | +100.0% | 0.00% | – | |
SFY | New | TIDAL ETF TRsofi selct 500 | $15,780 | – | 847 | +100.0% | 0.00% | – |
OC | OWENS CORNING NEW | $17,681 | +12.5% | 106 | 0.0% | 0.00% | 0.0% | |
KSM | DWS STRATEGIC MUN INCOME TR | $17,880 | +3.4% | 2,000 | 0.0% | 0.00% | 0.0% | |
ALC | ALCON AG | $16,658 | +6.6% | 200 | 0.0% | 0.00% | 0.0% | |
EVF | EATON VANCE SR INCOME TRsh ben int | $19,080 | +0.8% | 3,000 | 0.0% | 0.00% | -25.0% | |
ZBH | Sell | ZIMMER BIOMET HOLDINGS INC | $14,508 | -91.6% | 110 | -92.3% | 0.00% | -91.4% |
U | Buy | UNITY SOFTWARE INC | $14,979 | +1426.9% | 561 | +2237.5% | 0.00% | – |
BX | BLACKSTONE INC | $15,633 | +0.3% | 119 | 0.0% | 0.00% | 0.0% | |
STLA | New | STELLANTIS N.V | $16,980 | – | 600 | +100.0% | 0.00% | – |
JPC | Buy | NUVEEN PFD & INCOME OPPORTUN | $13,895 | +7.8% | 1,933 | +1.4% | 0.00% | 0.0% |
ASML | ASML HOLDING N V | $17,468 | +28.2% | 18 | 0.0% | 0.00% | 0.0% | |
TSN | Buy | TYSON FOODS INCcl a | $14,683 | +1265.9% | 250 | +1150.0% | 0.00% | – |
New | REDDIT INCcl a | $15,092 | – | 306 | +100.0% | 0.00% | – | |
RCL | ROYAL CARIBBEAN GROUP | $16,078 | +7.4% | 116 | 0.0% | 0.00% | 0.0% | |
AES | AES CORP | $17,930 | -6.9% | 1,000 | 0.0% | 0.00% | -25.0% | |
AMCR | AMCOR PLCord | $14,008 | -1.4% | 1,473 | 0.0% | 0.00% | 0.0% | |
PTC | PTC INC | $18,894 | +8.0% | 100 | 0.0% | 0.00% | -25.0% | |
MSTR | New | MICROSTRATEGY INCcl a new | $14,255 | – | 8 | +100.0% | 0.00% | – |
SIL | Buy | GLOBAL X FDSglobal x silver | $9,603 | -2.7% | 350 | +0.6% | 0.00% | 0.0% |
Sell | CRANE COMPANY | $11,486 | -51.9% | 85 | -57.9% | 0.00% | -60.0% | |
CSGP | COSTAR GROUP INC | $9,660 | +10.5% | 100 | 0.0% | 0.00% | 0.0% | |
HBIO | New | HARVARD BIOSCIENCE INC | $9,540 | – | 2,250 | +100.0% | 0.00% | – |
CFG | Buy | CITIZENS FINL GROUP INC | $13,318 | +66.1% | 367 | +51.7% | 0.00% | 0.0% |
NOC | NORTHROP GRUMMAN CORP | $8,616 | +2.2% | 18 | 0.0% | 0.00% | 0.0% | |
OLN | OLIN CORP | $11,760 | +9.0% | 200 | 0.0% | 0.00% | 0.0% | |
MTUM | Sell | ISHARES TRmsci usa mmentm | $12,365 | -78.6% | 66 | -82.1% | 0.00% | -83.3% |
MLN | Sell | VANECK ETF TRUSTlong muni etf | $12,157 | -6.2% | 675 | -4.9% | 0.00% | -33.3% |
SMLF | ISHARES TRus sml cap eqt | $12,398 | +8.1% | 195 | 0.0% | 0.00% | 0.0% | |
MIN | MFS INTER INCOME TRsh ben int | $10,260 | -0.7% | 3,857 | 0.0% | 0.00% | 0.0% | |
SKYY | FIRST TR EXCHANGE TRADED FD | $8,508 | +9.0% | 89 | 0.0% | 0.00% | 0.0% | |
XLP | SELECT SECTOR SPDR TRsbi cons stpls | $9,163 | +6.0% | 120 | 0.0% | 0.00% | 0.0% | |
NS | New | NUSTAR ENERGY LP | $11,635 | – | 500 | +100.0% | 0.00% | – |
ES | Sell | EVERSOURCE ENERGY | $9,238 | -49.8% | 155 | -48.0% | 0.00% | -50.0% |
XLI | SELECT SECTOR SPDR TRindl | $13,226 | +10.5% | 105 | 0.0% | 0.00% | 0.0% | |
ZG | New | ZILLOW GROUP INCcl a | $12,826 | – | 268 | +100.0% | 0.00% | – |
EFG | Sell | ISHARES TReafe grwth etf | $10,275 | -60.7% | 99 | -63.3% | 0.00% | -60.0% |
New | SERIES PORTFOLIOS TRunusual whales | $10,739 | – | 355 | +100.0% | 0.00% | – | |
SHW | Sell | SHERWIN WILLIAMS CO | $12,504 | -8.9% | 36 | -18.2% | 0.00% | -33.3% |
EXAS | EXACT SCIENCES CORP | $8,909 | -6.6% | 129 | 0.0% | 0.00% | 0.0% | |
WTRG | Buy | ESSENTIAL UTILS INC | $12,734 | +0.1% | 344 | +0.9% | 0.00% | -33.3% |
New | TRUMP MEDIA & TECHNOLOGY GRO | $9,418 | – | 152 | +100.0% | 0.00% | – | |
FTS | FORTIS INC | $11,853 | -3.9% | 300 | 0.0% | 0.00% | 0.0% | |
CUZ | COUSINS PPTYS INC | $9,424 | -1.3% | 392 | 0.0% | 0.00% | 0.0% | |
EWT | ISHARES INCmsci taiwan etf | $9,665 | +5.8% | 199 | 0.0% | 0.00% | 0.0% | |
Buy | FIDELITY COVINGTON TRUSTenhanced mid | $13,065 | +12.2% | 428 | +0.2% | 0.00% | 0.0% | |
VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $10,608 | +2.7% | 176 | -1.1% | 0.00% | 0.0% |
New | AMPLIFY ETF TRamplify cybersec | $12,822 | – | 200 | +100.0% | 0.00% | – | |
FMC | New | FMC CORP | $12,740 | – | 200 | +100.0% | 0.00% | – |
CALM | CAL MAINE FOODS INC | $11,770 | +2.5% | 200 | 0.0% | 0.00% | 0.0% | |
PMM | PUTNAM MANAGED MUN INCOME TR | $9,308 | -1.5% | 1,554 | 0.0% | 0.00% | 0.0% | |
New | INVESCO EXCHANGE TRADED FD Tgbl listed pvt | $12,420 | – | 188 | +100.0% | 0.00% | – | |
AEO | New | AMERICAN EAGLE OUTFITTERS IN | $9,027 | – | 350 | +100.0% | 0.00% | – |
AI | C3 AI INCcl a | $8,527 | -5.7% | 315 | 0.0% | 0.00% | 0.0% | |
JETS | ETF SER SOLUTIONSus glb jets | $10,577 | +10.4% | 503 | 0.0% | 0.00% | 0.0% | |
NKE | Sell | NIKE INCcl b | $11,748 | -93.4% | 125 | -92.4% | 0.00% | -94.4% |
DAL | DELTA AIR LINES INC DEL | $9,258 | +19.1% | 193 | 0.0% | 0.00% | 0.0% | |
WELL | WELLTOWER INC | $13,107 | +4.2% | 140 | 0.0% | 0.00% | -33.3% | |
PAGP | Buy | PLAINS GP HLDGS L Pltd partnr int a | $12,702 | +200.5% | 696 | +162.6% | 0.00% | +100.0% |
TLRY | TILRAY BRANDS INC | $11,137 | +7.4% | 4,509 | 0.0% | 0.00% | 0.0% | |
HUBS | Sell | HUBSPOT INC | $10,025 | -42.4% | 16 | -46.7% | 0.00% | -33.3% |
SBAC | SBA COMMUNICATIONS CORP NEWcl a | $10,835 | -14.6% | 50 | 0.0% | 0.00% | -33.3% | |
DFS | DISCOVER FINL SVCS | $9,963 | +16.6% | 76 | 0.0% | 0.00% | 0.0% | |
IYE | Sell | ISHARES TRu.s. energy etf | $8,793 | -71.7% | 178 | -74.8% | 0.00% | -66.7% |
CCI | CROWN CASTLE INC | $11,853 | -8.1% | 112 | 0.0% | 0.00% | -33.3% | |
DRIV | New | GLOBAL X FDSautonmous ev etf | $9,880 | – | 400 | +100.0% | 0.00% | – |
FAST | Sell | FASTENAL CO | $12,022 | -90.3% | 156 | -91.8% | 0.00% | -92.0% |
AOM | ISHARES TRmodert alloc etf | $7,686 | +3.1% | 180 | 0.0% | 0.00% | 0.0% | |
OTTR | OTTER TAIL CORP | $3,456 | +1.7% | 40 | 0.0% | 0.00% | 0.0% | |
CBAT | CBAK ENERGY TECHNOLOGY INC | $2,912 | -1.0% | 2,800 | 0.0% | 0.00% | 0.0% | |
PJT | PJT PARTNERS INC | $3,016 | -7.5% | 32 | 0.0% | 0.00% | 0.0% | |
CASY | CASEYS GEN STORES INC | $3,185 | +15.9% | 10 | 0.0% | 0.00% | 0.0% | |
EVH | EVOLENT HEALTH INCcl a | $4,197 | -0.7% | 128 | 0.0% | 0.00% | 0.0% | |
SIYATA MOBILE INC | $5,098 | -14.5% | 1,416 | 0.0% | 0.00% | 0.0% | ||
EXPD | Sell | EXPEDITORS INTL WASH INC | $7,061 | -94.0% | 58 | -93.7% | 0.00% | -95.8% |
SNAP | New | SNAP INCcl a | $4,603 | – | 401 | +100.0% | 0.00% | – |
SQM | New | SOCIEDAD QUIMICA Y MINERA DEspon adr ser b | $6,145 | – | 125 | +100.0% | 0.00% | – |
PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $5,227 | – | 227 | +100.0% | 0.00% | – |
FND | FLOOR & DECOR HLDGS INCcl a | $6,092 | +16.2% | 47 | 0.0% | 0.00% | 0.0% | |
PAAS | Buy | PAN AMERN SILVER CORP | $4,845 | -7.2% | 321 | +0.3% | 0.00% | 0.0% |
LUMN | Buy | LUMEN TECHNOLOGIES INC | $6,265 | +69.8% | 4,016 | +99.2% | 0.00% | 0.0% |
STLD | Sell | STEEL DYNAMICS INC | $8,025 | -41.0% | 54 | -53.0% | 0.00% | -66.7% |
FRPT | FRESHPET INC | $3,128 | +33.5% | 27 | 0.0% | 0.00% | – | |
SPH | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $4,760 | +15.0% | 233 | 0.0% | 0.00% | 0.0% | |
SUM | SUMMIT MATLS INCcl a | $4,412 | +15.9% | 99 | 0.0% | 0.00% | 0.0% | |
SU | SUNCOR ENERGY INC NEW | $7,382 | +15.2% | 200 | 0.0% | 0.00% | 0.0% | |
SNV | New | SYNOVUS FINL CORP | $3,846 | – | 96 | +100.0% | 0.00% | – |
LMAT | New | LEMAITRE VASCULAR INC | $3,384 | – | 51 | +100.0% | 0.00% | – |
GNTX | New | GENTEX CORP | $3,793 | – | 105 | +100.0% | 0.00% | – |
PFN | Buy | PIMCO INCOME STRATEGY FD II | $6,142 | +6.3% | 823 | +3.0% | 0.00% | 0.0% |
NRG | NRG ENERGY INC | $7,378 | +30.9% | 109 | 0.0% | 0.00% | 0.0% | |
PLNT | PLANET FITNESS INCcl a | $3,946 | -14.2% | 63 | 0.0% | 0.00% | 0.0% | |
POOL | POOL CORP | $3,632 | +1.2% | 9 | 0.0% | 0.00% | 0.0% | |
TSCO | Sell | TRACTOR SUPPLY CO | $7,328 | -38.0% | 28 | -49.1% | 0.00% | -50.0% |
LSCC | LATTICE SEMICONDUCTOR CORP | $5,398 | +13.4% | 69 | 0.0% | 0.00% | 0.0% | |
THS | TREEHOUSE FOODS INC | $3,973 | -6.0% | 102 | 0.0% | 0.00% | 0.0% | |
DECK | New | DECKERS OUTDOOR CORP | $4,706 | – | 5 | +100.0% | 0.00% | – |
AIQ | New | GLOBAL X FDSartificial etf | $5,603 | – | 165 | +100.0% | 0.00% | – |
CINF | New | CINCINNATI FINL CORP | $3,353 | – | 27 | +100.0% | 0.00% | – |
EQR | EQUITY RESIDENTIALsh ben int | $6,627 | +3.2% | 105 | 0.0% | 0.00% | 0.0% | |
DYNF | New | BLACKROCK ETF TRUSTus eqt factor | $5,772 | – | 130 | +100.0% | 0.00% | – |
UAL | New | UNITED AIRLS HLDGS INC | $4,309 | – | 90 | +100.0% | 0.00% | – |
LYFT | New | LYFT INC | $7,740 | – | 400 | +100.0% | 0.00% | – |
ITI | New | ITERIS INC NEW | $7,410 | – | 1,500 | +100.0% | 0.00% | – |
EWBC | EAST WEST BANCORP INC | $4,509 | +9.9% | 57 | 0.0% | 0.00% | 0.0% | |
New | VANECK ETF TRUSTgreen metals etf | $4,798 | – | 200 | +100.0% | 0.00% | – | |
Sell | CRANE NXT CO | $5,262 | -26.0% | 85 | -32.0% | 0.00% | 0.0% | |
KWR | QUAKER HOUGHTON | $4,310 | -3.8% | 21 | 0.0% | 0.00% | 0.0% | |
LSTR | LANDSTAR SYS INC | $4,433 | -0.5% | 23 | 0.0% | 0.00% | 0.0% | |
BIV | VANGUARD BD INDEX FDSintermed term | $5,429 | -1.3% | 72 | 0.0% | 0.00% | 0.0% | |
BSV | VANGUARD BD INDEX FDSshort trm bond | $5,389 | +0.0% | 70 | 0.0% | 0.00% | 0.0% | |
BKR | BAKER HUGHES COMPANYcl a | $5,762 | -2.0% | 172 | 0.0% | 0.00% | 0.0% | |
DCI | New | DONALDSON INC | $3,211 | – | 43 | +100.0% | 0.00% | – |
NTNX | NUTANIX INCcl a | $3,086 | +29.4% | 50 | 0.0% | 0.00% | – | |
RB GLOBAL INC | $7,617 | +13.9% | 100 | 0.0% | 0.00% | 0.0% | ||
NXN | NUVEEN N Y SELECT TAX FREE Ish ben int | $7,275 | -0.9% | 625 | 0.0% | 0.00% | 0.0% | |
EW | Sell | EDWARDS LIFESCIENCES CORP | $5,925 | -72.0% | 62 | -77.7% | 0.00% | -75.0% |
ICF | ISHARES TRcohen steer reit | $4,154 | -1.8% | 72 | 0.0% | 0.00% | 0.0% | |
DAVA | New | ENDAVA PLCads | $4,565 | – | 120 | +100.0% | 0.00% | – |
IBB | ISHARES TRishares biotech | $5,900 | +1.0% | 43 | 0.0% | 0.00% | 0.0% | |
RF | Sell | REGIONS FINANCIAL CORP NEW | $7,532 | -66.2% | 358 | -68.9% | 0.00% | -75.0% |
ERII | ENERGY RECOVERY INC | $6,316 | -16.2% | 400 | 0.0% | 0.00% | -50.0% | |
VTWG | VANGUARD SCOTTSDALE FDSvng rus2000grw | $3,351 | +7.4% | 17 | 0.0% | 0.00% | 0.0% | |
LW | Buy | LAMB WESTON HLDGS INC | $7,960 | -1.1% | 75 | +1.4% | 0.00% | -50.0% |
EFX | Sell | EQUIFAX INC | $4,280 | -97.8% | 16 | -98.0% | 0.00% | -97.4% |
NAD | Sell | NUVEEN QUALITY MUNCP INCOME | $5,369 | -17.5% | 469 | -17.6% | 0.00% | 0.0% |
TLT | Buy | ISHARES TR20 yr tr bd etf | $3,406 | +56.6% | 36 | +63.6% | 0.00% | – |
APA | Buy | APA CORPORATION | $4,160 | -3.4% | 121 | +0.8% | 0.00% | 0.0% |
VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $4,196 | -12.4% | 49 | -9.3% | 0.00% | 0.0% |
VBR | VANGUARD INDEX FDSsm cp val etf | $6,716 | +6.6% | 35 | 0.0% | 0.00% | 0.0% | |
ENSG | New | ENSIGN GROUP INC | $3,359 | – | 27 | +100.0% | 0.00% | – |
FBCG | New | FIDELITY COVINGTON TRUSTblue chip grwth | $2,840 | – | 74 | +100.0% | 0.00% | – |
IXN | Sell | ISHARES TRglobal tech etf | $6,583 | -73.1% | 88 | -75.5% | 0.00% | -80.0% |
MPWR | New | MONOLITHIC PWR SYS INC | $4,065 | – | 6 | +100.0% | 0.00% | – |
APH | New | AMPHENOL CORP NEWcl a | $4,153 | – | 36 | +100.0% | 0.00% | – |
VERALTO CORP | $3,546 | +7.8% | 40 | 0.0% | 0.00% | 0.0% | ||
IP | Sell | INTERNATIONAL PAPER CO | $3,902 | -74.2% | 100 | -76.1% | 0.00% | -66.7% |
AMRX | New | AMNEAL PHARMACEUTICALS INC | $3,636 | – | 600 | +100.0% | 0.00% | – |
HAL | Sell | HALLIBURTON CO | $4,415 | -38.0% | 112 | -43.1% | 0.00% | 0.0% |
EWY | ISHARES INCmsci sth kor etf | $4,360 | +2.4% | 65 | 0.0% | 0.00% | 0.0% | |
VICI | VICI PPTYS INC | $3,307 | -6.6% | 111 | 0.0% | 0.00% | 0.0% | |
LPLA | LPL FINL HLDGS INC | $6,341 | +16.1% | 24 | 0.0% | 0.00% | 0.0% | |
GTO | New | INVESCO ACTIVELY MANAGED ETFtotal return | $4,962 | – | 106 | +100.0% | 0.00% | – |
EZU | ISHARES INCmsci eurzone etf | $6,893 | +7.6% | 135 | 0.0% | 0.00% | 0.0% | |
XLG | New | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $6,320 | – | 150 | +100.0% | 0.00% | – |
IAU | ISHARES GOLD TRishares new | $6,049 | +7.6% | 144 | 0.0% | 0.00% | 0.0% | |
IONQ INC | $4,995 | -19.4% | 500 | 0.0% | 0.00% | 0.0% | ||
WRE | ELME COMMUNITIESsh ben int | $6,960 | -4.7% | 500 | 0.0% | 0.00% | 0.0% | |
AFG | New | AMERICAN FINL GROUP INC OHIO | $3,139 | – | 23 | +100.0% | 0.00% | – |
WEX | WEX INC | $5,701 | +22.1% | 24 | 0.0% | 0.00% | 0.0% | |
FALN | Sell | ISHARES TRfaln angls usd | $6,876 | -61.1% | 256 | -61.7% | 0.00% | -75.0% |
HEFA | Buy | ISHARES TRhdg msci eafe | $2,860 | +145.3% | 82 | +121.6% | 0.00% | – |
WING | WINGSTOP INC | $7,328 | +42.8% | 20 | 0.0% | 0.00% | 0.0% | |
EPI | New | WISDOMTREE TRindia erngs fd | $6,098 | – | 140 | +100.0% | 0.00% | – |
XSOE | Sell | WISDOMTREE TRem ex st-owned | $7,925 | -25.0% | 269 | -26.5% | 0.00% | -50.0% |
NANR | SPDR INDEX SHS FDSs&p north amer | $4,623 | +7.0% | 85 | 0.0% | 0.00% | 0.0% | |
WWD | WOODWARD INC | $5,702 | +13.2% | 37 | 0.0% | 0.00% | 0.0% | |
ALGM | ALLEGRO MICROSYSTEMS INC | $3,235 | -10.9% | 120 | 0.0% | 0.00% | 0.0% | |
ARE | New | ALEXANDRIA REAL ESTATE EQ IN | $6,446 | – | 50 | +100.0% | 0.00% | – |
YETI | YETI HLDGS INC | $7,710 | -25.6% | 200 | 0.0% | 0.00% | -50.0% | |
ALB | New | ALBEMARLE CORP | $3,294 | – | 25 | +100.0% | 0.00% | – |
AGLY | New | AGILITI INC | $3,744 | – | 370 | +100.0% | 0.00% | – |
PEAK | New | HEALTHPEAK PROPERTIES INC | $4,313 | – | 230 | +100.0% | 0.00% | – |
INTF | ISHARES TRintl eqty factor | $7,937 | +6.5% | 266 | 0.0% | 0.00% | 0.0% | |
ZION | New | ZIONS BANCORPORATION N A | $6,510 | – | 150 | +100.0% | 0.00% | – |
HFRO | Buy | HIGHLAND OPPORTUNITIES | $3,881 | -7.0% | 552 | +1.7% | 0.00% | 0.0% |
EMGF | ISHARES INCemng mkts eqt | $5,701 | +3.9% | 128 | 0.0% | 0.00% | 0.0% | |
AXTA | AXALTA COATING SYS LTD | $4,127 | +1.3% | 120 | 0.0% | 0.00% | 0.0% | |
AGIO | AGIOS PHARMACEUTICALS INC | $5,848 | +31.3% | 200 | 0.0% | 0.00% | 0.0% | |
RFI | COHEN & STEERS TOTAL RETURN | $6,064 | +1.2% | 510 | 0.0% | 0.00% | 0.0% | |
CTSH | COGNIZANT TECHNOLOGY SOLUTIOcl a | $6,303 | -3.0% | 86 | 0.0% | 0.00% | 0.0% | |
New | GLOBALFOUNDRIES INCordinary shares | $5,345 | – | 103 | +100.0% | 0.00% | – | |
AEIS | New | ADVANCED ENERGY INDS | $3,059 | – | 30 | +100.0% | 0.00% | – |
CGNX | Buy | COGNEX CORP | $4,963 | +101.5% | 117 | +98.3% | 0.00% | – |
KRE | New | SPDR SER TRs&p regl bkg | $7,039 | – | 140 | +100.0% | 0.00% | – |
MODN | MODEL N INC | $4,840 | +5.7% | 170 | 0.0% | 0.00% | 0.0% | |
SRCE | New | 1ST SOURCE CORP | $3,460 | – | 66 | +100.0% | 0.00% | – |
HY | HYSTER YALE MATLS HANDLING Icl a | $3,850 | +3.2% | 60 | 0.0% | 0.00% | 0.0% | |
ING | New | ING GROEP N.V.sponsored adr | $6,596 | – | 400 | +100.0% | 0.00% | – |
SSNC | New | SS&C TECHNOLOGIES HLDGS INC | $3,219 | – | 50 | +100.0% | 0.00% | – |
MCHP | Sell | MICROCHIP TECHNOLOGY INC. | $3,319 | -96.5% | 37 | -96.5% | 0.00% | -94.7% |
FDN | FIRST TR EXCHANGE-TRADED FDdj internt idx | $8,204 | +9.9% | 40 | 0.0% | 0.00% | 0.0% | |
QQEW | Sell | FIRST TR NAS100 EQ WEIGHTED | $8,301 | -7.0% | 67 | -11.8% | 0.00% | -50.0% |
DIMENSIONAL ETF TRUSTus small cap val | $4,469 | +3.6% | 148 | 0.0% | 0.00% | 0.0% | ||
KYNDRYL HLDGS INC | $5,897 | +4.7% | 271 | 0.0% | 0.00% | 0.0% | ||
CTAS | New | CINTAS CORP | $4,122 | – | 6 | +100.0% | 0.00% | – |
SASR | SANDY SPRING BANCORP INC | $4,358 | -14.9% | 188 | 0.0% | 0.00% | 0.0% | |
GTLS | CHART INDS INC | $7,412 | +20.8% | 45 | 0.0% | 0.00% | 0.0% | |
ON | Buy | ON SEMICONDUCTOR CORP | $7,355 | -1.1% | 100 | +12.4% | 0.00% | 0.0% |
COMT | Sell | ISHARES U S ETF TRgsci cmdty stgy | $6,804 | -56.9% | 252 | -59.9% | 0.00% | -66.7% |
NNN | New | NNN REIT INC | $2,906 | – | 68 | +100.0% | 0.00% | – |
KNSL | Sell | KINSALE CAP GROUP INC | $7,346 | -24.4% | 14 | -51.7% | 0.00% | -50.0% |
SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $2,911 | -87.5% | 60 | -87.5% | 0.00% | -80.0% |
NUSI | Buy | ETF SER SOLUTIONSnationwide nasdq | $8,270 | +7.5% | 350 | +1.7% | 0.00% | -50.0% |
Sell | NET LEASE OFFICE PROPERTIES | $5,355 | -25.9% | 225 | -42.5% | 0.00% | 0.0% | |
CNP | CENTERPOINT ENERGY INC | $5,003 | -0.3% | 176 | 0.0% | 0.00% | 0.0% | |
XLE | Sell | SELECT SECTOR SPDR TRenergy | $5,287 | -17.0% | 56 | -26.3% | 0.00% | 0.0% |
GGG | GRACO INC | $2,430 | +7.7% | 26 | 0.0% | 0.00% | – | |
MAA | New | MID-AMER APT CMNTYS INC | $2,500 | – | 19 | +100.0% | 0.00% | – |
TAP | MOLSON COORS BEVERAGE COcl b | $2,421 | +9.8% | 36 | 0.0% | 0.00% | – | |
MNST | New | MONSTER BEVERAGE CORP NEW | $2,668 | – | 45 | +100.0% | 0.00% | – |
LITHIUM AMERICAS ARGENTINA C | $1,460 | -14.7% | 271 | 0.0% | 0.00% | – | ||
NIO | Sell | NIO INCspon ads | $14 | -96.8% | 3 | -93.8% | 0.00% | – |
NC | NACCO INDS INCcl a | $1,510 | -17.3% | 50 | 0.0% | 0.00% | – | |
FIZZ | New | NATIONAL BEVERAGE CORP | $2,563 | – | 54 | +100.0% | 0.00% | – |
LITHIUM AMERS CORP NEW | $1,820 | +5.0% | 271 | 0.0% | 0.00% | – | ||
LNC | LINCOLN NATL CORP IND | $990 | +18.4% | 31 | 0.0% | 0.00% | – | |
EVRI | EVERI HLDGS INC | $1,889 | -10.9% | 188 | 0.0% | 0.00% | – | |
NWSA | NEWS CORP NEWcl a | $2,435 | +6.7% | 93 | 0.0% | 0.00% | – | |
NOK | Buy | NOKIA CORPsponsored adr | $596 | +4.2% | 168 | +0.6% | 0.00% | – |
NLOK | GEN DIGITAL INC | $2,240 | -1.8% | 100 | 0.0% | 0.00% | – | |
ILMN | Exit | ILLUMINA INC | $0 | – | 0 | +100.0% | 0.00% | – |
NUSCALE PWR CORPw exp 05/02/202 | $400 | +158.1% | 500 | 0.0% | 0.00% | – | ||
KRG | KITE RLTY GROUP TR | $2,472 | -5.1% | 114 | 0.0% | 0.00% | -100.0% | |
UEIC | Exit | UNIVERSAL ELECTRS INC | $0 | – | -50 | -100.0% | 0.00% | – |
ORION OFFICE REIT INC | $161 | -38.8% | 46 | 0.0% | 0.00% | – | ||
SRVR | PACER FDS TRdata and infrast | $573 | -3.9% | 20 | 0.0% | 0.00% | – | |
PAYX | Sell | PAYCHEX INC | $60 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
PTON | PELOTON INTERACTIVE INC | $9 | -25.0% | 2 | 0.0% | 0.00% | – | |
PENN | PENN ENTERTAINMENT INC | $1,857 | -30.0% | 102 | 0.0% | 0.00% | -100.0% | |
JBT | JOHN BEAN TECHNOLOGIES CORP | $2,308 | +5.5% | 22 | 0.0% | 0.00% | – | |
PXD | Sell | PIONEER NAT RES CO | $102 | -99.9% | 0 | -100.0% | 0.00% | -100.0% |
TROW | Sell | PRICE T ROWE GROUP INC | $344 | -99.6% | 3 | -99.6% | 0.00% | -100.0% |
ONEQ | New | FIDELITY COMWLTH TR | $1,417 | – | 22 | +100.0% | 0.00% | – |
ONLN | PROSHARES TRonline rtl etf | $1,807 | +8.9% | 46 | 0.0% | 0.00% | – | |
QTRX | QUANTERIX CORP | $2,356 | -13.8% | 100 | 0.0% | 0.00% | -100.0% | |
QS | QUANTUMSCAPE CORP | $113 | -9.6% | 18 | 0.0% | 0.00% | – | |
DGX | QUEST DIAGNOSTICS INC | $2,396 | -3.5% | 18 | 0.0% | 0.00% | – | |
QUIK | QUICKLOGIC CORP | $561 | +15.7% | 35 | 0.0% | 0.00% | – | |
SGOV | Sell | ISHARES TR0-3 mnth treasry | $2,518 | -13.4% | 25 | -13.8% | 0.00% | -100.0% |
RGEN | REPLIGEN CORP | $1,839 | +2.3% | 10 | 0.0% | 0.00% | – | |
RIOT | New | RIOT PLATFORMS INC | $404 | – | 33 | +100.0% | 0.00% | – |
Sell | RIVIAN AUTOMOTIVE INC | $22 | -99.5% | 2 | -99.0% | 0.00% | -100.0% | |
ROKU | ROKU INC | $1,043 | -28.9% | 16 | 0.0% | 0.00% | – | |
IFRA | New | ISHARES TRus infrastruc | $650 | – | 15 | +100.0% | 0.00% | – |
FUTY | FIDELITY COVINGTON TRUSTmsci utils index | $1,357 | +3.7% | 32 | 0.0% | 0.00% | – | |
RUMBLE INC | $808 | +80.0% | 100 | 0.0% | 0.00% | – | ||
BWX | Buy | SPDR SER TRbloomberg intl t | $2,772 | -3.8% | 125 | +0.8% | 0.00% | -100.0% |
EMXC | New | ISHARES INCmsci emrg chn | $2,015 | – | 35 | +100.0% | 0.00% | – |
CLX | CLOROX CO DEL | $1,072 | +7.4% | 7 | 0.0% | 0.00% | – | |
CWEN | CLEARWAY ENERGY INCcl c | $392 | -14.2% | 17 | 0.0% | 0.00% | – | |
SPTS | Sell | SPDR SER TRportfolio sh tsr | $636 | -98.0% | 22 | -98.0% | 0.00% | -100.0% |
JNK | New | SPDR SER TRbloomberg high y | $1,026 | – | 11 | +100.0% | 0.00% | – |
IXUS | Sell | ISHARES TRcore msci total | $734 | -93.4% | 11 | -93.6% | 0.00% | -100.0% |
SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $81 | -99.9% | 2 | -99.9% | 0.00% | -100.0% |
CC | CHEMOURS CO | $1,418 | -16.7% | 54 | 0.0% | 0.00% | – | |
SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $1,298 | -97.3% | 14 | -97.6% | 0.00% | -100.0% |
CHPT | CHARGEPOINT HOLDINGS INC | $1,900 | -18.8% | 1,000 | 0.0% | 0.00% | – | |
CRNC | CERENCE INC | $977 | -19.9% | 62 | 0.0% | 0.00% | – | |
SE | SEA LTDsponsord ads | $54 | +31.7% | 1 | 0.0% | 0.00% | – | |
XLB | SELECT SECTOR SPDR TRsbi materials | $372 | +8.8% | 4 | 0.0% | 0.00% | – | |
ROBT | FIRST TR EXCHANGE-TRADED FDnasdq artfcial | $1,583 | -0.7% | 35 | 0.0% | 0.00% | – | |
IYF | Exit | ISHARES TRu.s. finls etf | $0 | – | -6 | -100.0% | 0.00% | – |
CPRX | New | CATALYST PHARMACEUTICALS INC | $16 | – | 1 | +100.0% | 0.00% | – |
SLAB | SILICON LABORATORIES INC | $1,868 | +8.6% | 13 | 0.0% | 0.00% | – | |
SLP | New | SIMULATIONS PLUS INC | $2,592 | – | 63 | +100.0% | 0.00% | – |
SITIO ROYALTIES CORP | $1,854 | +5.2% | 75 | 0.0% | 0.00% | – | ||
FE | Sell | FIRSTENERGY CORP | $772 | -96.3% | 20 | -96.5% | 0.00% | -100.0% |
SNOW LAKE RES LTD | $1,000 | -14.5% | 1,000 | 0.0% | 0.00% | – | ||
SNOW | SNOWFLAKE INCcl a | $323 | -18.8% | 2 | 0.0% | 0.00% | – | |
SOFI | New | SOFI TECHNOLOGIES INC | $263 | – | 36 | +100.0% | 0.00% | – |
LUV | Buy | SOUTHWEST AIRLS CO | $905 | +4.5% | 31 | +3.3% | 0.00% | – |
SQ | Buy | BLOCK INCcl a | $2,199 | +18.5% | 26 | +8.3% | 0.00% | – |
SLI | STANDARD LITHIUM LTD | $1,180 | -41.6% | 1,000 | 0.0% | 0.00% | – | |
Sell | SYLVAMO CORP | $556 | -69.4% | 9 | -75.7% | 0.00% | – | |
CF | CF INDS HLDGS INC | $999 | +4.7% | 12 | 0.0% | 0.00% | – | |
TCHP | New | T ROWE PRICE ETF INCprice blue chip | $2,295 | – | 65 | +100.0% | 0.00% | – |
TGB | TASEKO MINES LTD | $434 | +55.0% | 200 | 0.0% | 0.00% | – | |
TDOC | TELADOC HEALTH INC | $468 | -29.9% | 31 | 0.0% | 0.00% | – | |
TEF | TELEFONICA S Asponsored adr | $441 | +13.1% | 100 | 0.0% | 0.00% | – | |
EMB | ISHARES TRjpmorgan usd emg | $752 | +0.8% | 8 | 0.0% | 0.00% | – | |
TTD | Sell | THE TRADE DESK INC | $1,748 | -40.7% | 20 | -51.2% | 0.00% | -100.0% |
KARTOON STUDIOS INC. | $14 | 0.0% | 10 | 0.0% | 0.00% | – | ||
BCO | BRINKS CO | $2,310 | +5.0% | 25 | 0.0% | 0.00% | – | |
SFYX | New | TIDAL ETF TRsofi next 500 | $112 | – | 8 | +100.0% | 0.00% | – |
TTC | New | TORO CO | $2,382 | – | 26 | +100.0% | 0.00% | – |
BHF | BRIGHTHOUSE FINL INC | $464 | -2.5% | 9 | 0.0% | 0.00% | – | |
Buy | TRAEGER INC | $339 | +1256.0% | 134 | +1388.9% | 0.00% | – | |
TWLO | TWILIO INCcl a | $673 | -19.4% | 11 | 0.0% | 0.00% | – | |
UMBF | New | UMB FINL CORP | $2,175 | – | 25 | +100.0% | 0.00% | – |
UBER | UBER TECHNOLOGIES INC | $385 | +25.0% | 5 | 0.0% | 0.00% | – | |
PATH | UIPATH INCcl a | $952 | -8.7% | 42 | 0.0% | 0.00% | – | |
BB | BLACKBERRY LTD | $69 | -22.5% | 25 | 0.0% | 0.00% | – | |
VOC | VOC ENERGY TRtr unit | $12 | -14.3% | 2 | 0.0% | 0.00% | – | |
TECH | New | BIO-TECHNE CORP | $2,393 | – | 34 | +100.0% | 0.00% | – |
ANGL | VANECK ETF TRUSTfallen angel hg | $1,306 | +0.8% | 45 | 0.0% | 0.00% | – | |
GBIL | Sell | GOLDMAN SACHS ETF TRacces treasury | $1,513 | -10.8% | 15 | -11.8% | 0.00% | – |
DJP | BARCLAYS BANK PLCdjubs cmdt etn36 | $1,711 | +2.4% | 55 | 0.0% | 0.00% | – | |
BAND | New | BANDWIDTH INC | $55 | – | 3 | +100.0% | 0.00% | – |
BALY | BALLYS CORPORATION | $170 | 0.0% | 12 | 0.0% | 0.00% | – | |
VOOG | VANGUARD ADMIRAL FDS INC500 grth idx f | $1,247 | +12.5% | 4 | 0.0% | 0.00% | – | |
VOOV | VANGUARD ADMIRAL FDS INC500 val idx fd | $1,519 | +8.0% | 8 | 0.0% | 0.00% | – | |
IWN | ISHARES TRrus 2000 val etf | $820 | +2.6% | 5 | 0.0% | 0.00% | – | |
GINN | Sell | GOLDMAN SACHS ETF TRinnovat eq etf | $1,515 | -19.8% | 27 | -25.0% | 0.00% | – |
MRVL | Exit | MARVELL TECHNOLOGY INC | $0 | – | -39 | -100.0% | 0.00% | – |
ASTRA SPACE INCcl a new | $68 | -70.2% | 100 | 0.0% | 0.00% | – | ||
BNDX | VANGUARD CHARLOTTE FDStotal int bd etf | $1,084 | 0.0% | 22 | 0.0% | 0.00% | – | |
VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $2,405 | -6.9% | 41 | -10.9% | 0.00% | -100.0% |
VFH | VANGUARD WORLD FDfinancials etf | $2,150 | +11.0% | 21 | 0.0% | 0.00% | – | |
ARKR | New | ARK RESTAURANTS CORP | $1,053 | – | 75 | +100.0% | 0.00% | – |
GPRO | New | GOPRO INCcl a | $4 | – | 2 | +100.0% | 0.00% | – |
New | ARGO BLOCKCHAIN PLCads | $22 | – | 10 | +100.0% | 0.00% | – | |
VXRT | VAXART INC | $98 | +127.9% | 75 | 0.0% | 0.00% | – | |
ABR | New | ARBOR REALTY TRUST INC | $80 | – | 6 | +100.0% | 0.00% | – |
IXG | Sell | ISHARES TRglobal finls etf | $2,686 | -85.6% | 31 | -86.9% | 0.00% | -100.0% |
LOPE | New | GRAND CANYON ED INC | $136 | – | 1 | +100.0% | 0.00% | – |
VIAC | PARAMOUNT GLOBAL | $2,354 | -20.4% | 200 | 0.0% | 0.00% | -100.0% | |
HALO | HALOZYME THERAPEUTICS INC | $2,685 | +10.1% | 66 | 0.0% | 0.00% | – | |
HIG | HARTFORD FINL SVCS GROUP INC | $2,679 | +28.2% | 26 | 0.0% | 0.00% | – | |
WAB | Sell | WABTEC | $146 | -83.6% | 1 | -85.7% | 0.00% | – |
WBA | WALGREENS BOOTS ALLIANCE INC | $1,844 | -16.9% | 85 | 0.0% | 0.00% | – | |
WRK | WESTROCK CO | $1,929 | +19.1% | 39 | 0.0% | 0.00% | – | |
ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $275 | -99.9% | 2 | -99.9% | 0.00% | -100.0% |
AAL | AMERICAN AIRLS GROUP INC | $768 | +11.8% | 50 | 0.0% | 0.00% | – | |
WCBR | WISDOMTREE TRcybersecurity fd | $1,282 | +1.0% | 50 | 0.0% | 0.00% | – | |
INSP | INSPIRE MED SYS INC | $2,148 | +5.6% | 10 | 0.0% | 0.00% | – | |
ZIMVIE INC | $165 | -7.3% | 10 | 0.0% | 0.00% | – | ||
PGX | INVESCO EXCH TRADED FD TR IIpfd etf | $2,233 | +3.6% | 188 | 0.0% | 0.00% | – | |
ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $2,615 | -9.1% | 40 | 0.0% | 0.00% | -100.0% | |
BIOHAVEN LTD | $547 | +27.8% | 10 | 0.0% | 0.00% | – | ||
BTBT | New | BIT DIGITAL INC | $563 | – | 196 | +100.0% | 0.00% | – |
AGEN | New | AGENUS INC | $1 | – | 1 | +100.0% | 0.00% | – |
FERG | FERGUSON PLC NEW | $874 | +13.2% | 4 | 0.0% | 0.00% | – | |
FDP | Buy | FRESH DEL MONTE PRODUCE INCord | $1,750 | -0.3% | 68 | +1.5% | 0.00% | – |
IVZ | INVESCO LTD | $1,692 | -7.0% | 102 | 0.0% | 0.00% | – | |
ARKF | New | ARK ETF TRfintech innova | $1,183 | – | 39 | +100.0% | 0.00% | – |
ARKW | ARK ETF TRnext gnrtn inter | $1,749 | +9.7% | 21 | 0.0% | 0.00% | – | |
SPI ENERGY CO LTD | $1,544 | -21.0% | 2,500 | 0.0% | 0.00% | – | ||
CRSP | Buy | CRISPR THERAPEUTICS AGnamen akt | $2,113 | +68.8% | 31 | +55.0% | 0.00% | – |
SPOT | SPOTIFY TECHNOLOGY S A | $1,320 | +40.4% | 5 | 0.0% | 0.00% | – | |
VHT | Exit | VANGUARD WORLD FDShealth car etf | $0 | – | -1 | -100.0% | 0.00% | – |
OMCL | Exit | OMNICELL COM | $0 | – | -19 | -100.0% | 0.00% | – |
WOPEY | Exit | WOODSIDE ENERGY GROUP LTDsponsored adr | $0 | – | -72 | -100.0% | 0.00% | – |
BHC | Exit | BAUSCH HEALTH COS INC | $0 | – | -177 | -100.0% | 0.00% | – |
VOX | Exit | VANGUARD WORLD FDS | $0 | – | -4 | -100.0% | 0.00% | – |
AMP | Exit | AMERIPRISE FINL INC | $0 | – | -5 | -100.0% | 0.00% | – |
Exit | ORCHARD THERAPEUTICS PLCspon ads new | $0 | – | -100 | -100.0% | 0.00% | – | |
GLOB | Exit | GLOBANT S A | $0 | – | -5 | -100.0% | 0.00% | – |
DE | Exit | DEERE & CO | $0 | – | -3 | -100.0% | 0.00% | – |
UNM | Exit | UNUM GROUP | $0 | – | -24 | -100.0% | 0.00% | – |
WD | Exit | WALKER & DUNLOP INC | $0 | – | -20 | -100.0% | 0.00% | – |
MARA | New | MARATHON DIGITAL HOLDINGS IN | $835 | – | 37 | +100.0% | 0.00% | – |
MRO | MARATHON OIL CORP | $2,239 | +17.3% | 79 | 0.0% | 0.00% | – | |
HZO | MARINEMAX INC | $2,195 | -14.5% | 66 | 0.0% | 0.00% | -100.0% | |
LITE | LUMENTUM HLDGS INC | $1,421 | -9.7% | 30 | 0.0% | 0.00% | – | |
MED | New | MEDIFAST INC | $1,265 | – | 33 | +100.0% | 0.00% | – |
ABNB | Exit | AIRBNB INC | $0 | – | -26 | -100.0% | -0.00% | – |
OIH | Exit | VANECK ETF TRUSToil services etf | $0 | – | -11 | -100.0% | -0.00% | – |
TLH | Exit | ISHARES TR10-20 yr trs etf | $0 | – | -35 | -100.0% | -0.00% | – |
UDR | Exit | UDR INC | $0 | – | -150 | -100.0% | -0.00% | – |
ZS | Exit | ZSCALER INC | $0 | – | -21 | -100.0% | -0.00% | – |
MHK | Exit | MOHAWK INDS INC | $0 | – | -72 | -100.0% | -0.00% | – |
HAS | Exit | HASBRO INC | $0 | – | -60 | -100.0% | -0.00% | – |
XMMO | Exit | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $0 | – | -43 | -100.0% | -0.00% | – |
LIT | Exit | GLOBAL X FDSlithium btry etf | $0 | – | -130 | -100.0% | -0.00% | – |
CWH | Exit | CAMPING WORLD HLDGS INCcl a | $0 | – | -129 | -100.0% | -0.00% | – |
XSMO | Exit | INVESCO EXCHANGE TRADED FD Ts&p smlcp moment | $0 | – | -55 | -100.0% | -0.00% | – |
WFCPRL | Exit | WELLS FARGO CO NEWperp pfd cnv a | $0 | – | -5 | -100.0% | -0.00% | – |
ODFL | Exit | OLD DOMINION FREIGHT LINE IN | $0 | – | -7 | -100.0% | -0.00% | – |
PHG | Exit | KONINKLIJKE PHILIPS N V | $0 | – | -236 | -100.0% | -0.00% | – |
EXPE | Exit | EXPEDIA GROUP INC | $0 | – | -50 | -100.0% | -0.00% | – |
Exit | WK KELLOGG CO | $0 | – | -753 | -100.0% | -0.00% | – | |
IXJ | Exit | ISHARES TRglob hlthcre etf | $0 | – | -100 | -100.0% | -0.00% | – |
DEM | Exit | WISDOMTREE TRemer mkt high fd | $0 | – | -210 | -100.0% | -0.00% | – |
ROBO | Exit | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $0 | – | -188 | -100.0% | -0.00% | – |
TPYP | Exit | MANAGED PORTFOLIO SERIEStortoise nram pi | $0 | – | -421 | -100.0% | -0.00% | – |
HUM | Exit | HUMANA INC | $0 | – | -25 | -100.0% | -0.00% | – |
XHB | Exit | SPDR SER TRs&p homebuild | $0 | – | -96 | -100.0% | -0.00% | – |
SWK | Exit | STANLEY BLACK & DECKER INC | $0 | – | -118 | -100.0% | -0.00% | – |
BHP | Exit | BHP GROUP LTDsponsored ads | $0 | – | -200 | -100.0% | -0.00% | – |
CRWD | Exit | CROWDSTRIKE HLDGS INCcl a | $0 | – | -56 | -100.0% | -0.00% | – |
COG | Exit | COTERRA ENERGY INC | $0 | – | -526 | -100.0% | -0.00% | – |
WFHY | Exit | WISDOMTREE TRus hgh yld corp | $0 | – | -382 | -100.0% | -0.00% | – |
GLTR | Exit | ABRDN PRECIOUS METALS BASKETphyscl precs met | $0 | – | -153 | -100.0% | -0.00% | – |
VIOG | Exit | VANGUARD ADMIRAL FDS INCsmlcp 600 grth | $0 | – | -176 | -100.0% | -0.00% | – |
AGGY | Exit | WISDOMTREE TRyield enhancd us | $0 | – | -398 | -100.0% | -0.00% | – |
EMLP | Exit | FIRST TR EXCHANGE-TRADED FDno amer energy | $0 | – | -736 | -100.0% | -0.00% | – |
QYLD | Exit | GLOBAL X FDSnasdaq 100 cover | $0 | – | -1,089 | -100.0% | -0.00% | – |
DHS | Exit | WISDOMTREE TRus high dividend | $0 | – | -383 | -100.0% | -0.01% | – |
NVO | Exit | NOVO-NORDISK A Sadr | $0 | – | -338 | -100.0% | -0.01% | – |
PFFD | Exit | GLOBAL X FDSus pfd etf | $0 | – | -1,816 | -100.0% | -0.01% | – |
STIP | Exit | ISHARES TR0-5 yr tips etf | $0 | – | -385 | -100.0% | -0.01% | – |
ORLY | Exit | OREILLY AUTOMOTIVE INC | $0 | – | -47 | -100.0% | -0.01% | – |
FQAL | Exit | FIDELITY COVINGTON TRUSTqlty fctor etf | $0 | – | -925 | -100.0% | -0.01% | – |
ATO | Exit | ATMOS ENERGY CORP | $0 | – | -500 | -100.0% | -0.01% | – |
VTWO | Exit | VANGUARD SCOTTSDALE FDSvng rus2000idx | $0 | – | -750 | -100.0% | -0.01% | – |
HII | Exit | HUNTINGTON INGALLS INDS INC | $0 | – | -307 | -100.0% | -0.02% | – |
K | Exit | KELLANOVA | $0 | – | -1,840 | -100.0% | -0.02% | – |
DFAT | Exit | DIMENSIONAL ETF TRUSTus targeted vlu | $0 | – | -2,073 | -100.0% | -0.02% | – |
ROP | Exit | ROPER TECHNOLOGIES INC | $0 | – | -206 | -100.0% | -0.02% | – |
XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -635 | -100.0% | -0.02% | – |
TRU | Exit | TRANSUNION | $0 | – | -2,311 | -100.0% | -0.03% | – |
CPB | Exit | CAMPBELL SOUP CO | $0 | – | -3,698 | -100.0% | -0.03% | – |
TYL | Exit | TYLER TECHNOLOGIES INC | $0 | – | -410 | -100.0% | -0.03% | – |
EL | Exit | LAUDER ESTEE COS INCcl a | $0 | – | -1,173 | -100.0% | -0.03% | – |
ETSY | Exit | ETSY INC | $0 | – | -2,242 | -100.0% | -0.04% | – |
TER | Exit | TERADYNE INC | $0 | – | -1,678 | -100.0% | -0.04% | – |
A | Exit | AGILENT TECHNOLOGIES INC | $0 | – | -1,281 | -100.0% | -0.04% | – |
KEYS | Exit | KEYSIGHT TECHNOLOGIES INC | $0 | – | -1,158 | -100.0% | -0.04% | – |
IFF | Exit | INTERNATIONAL FLAVORS&FRAGRA | $0 | – | -2,253 | -100.0% | -0.04% | – |
MKTX | Exit | MARKETAXESS HLDGS INC | $0 | – | -652 | -100.0% | -0.04% | – |
Exit | ETF SER SOLUTIONSnationwide dow j | $0 | – | -277,765 | -100.0% | -1.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-04-30
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.