$149 Million is the total value of Atlas Private Wealth Advisors's 777 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 31.1% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AMZN | Buy | AMAZON COM | $7,755,000 | +905.8% | 2,381 | +871.8% | 5.20% | +709.0% |
AAPL | Sell | APPLE INC | $7,713,000 | +9.2% | 58,130 | -4.7% | 5.17% | -12.2% |
BAB | Buy | INVESCO TAXABLEmf closed and mf open | $7,382,000 | +15.6% | 220,360 | +15.0% | 4.95% | -7.1% |
SPY | Buy | SPDR S&Pmf closed and mf open | $6,612,000 | +37.8% | 17,686 | +23.4% | 4.44% | +10.8% |
LDSF | Buy | FIRST TRUSTmf closed and mf open | $5,811,000 | +20.4% | 284,033 | +19.9% | 3.90% | -3.2% |
LMBS | Buy | FIRST TRUSTmf closed and mf open | $5,118,000 | +13.1% | 99,446 | +13.6% | 3.43% | -9.1% |
FVD | Buy | FIRST TRUSTmf closed and mf open | $4,918,000 | +43.3% | 140,227 | +28.5% | 3.30% | +15.2% |
FMB | Buy | FIRST TRUSTmf closed and mf open | $4,402,000 | +5.2% | 77,597 | +3.1% | 2.95% | -15.4% |
PFF | Buy | ISHARES U Smf closed and mf open | $4,194,000 | +24.7% | 108,903 | +18.0% | 2.81% | +0.2% |
USMV | Buy | ISHARES MSCImf closed and mf open | $4,084,000 | +12.8% | 60,169 | +5.9% | 2.74% | -9.3% |
AGG | Sell | ISHARES COREmf closed and mf open | $3,940,000 | -12.7% | 33,337 | -12.7% | 2.64% | -29.8% |
FTCS | Buy | FIRST TRUSTmf closed and mf open | $3,375,000 | +43.8% | 49,999 | +34.8% | 2.26% | +15.6% |
MSFT | Buy | MICROSOFT CORP | $2,429,000 | +19.1% | 10,919 | +12.6% | 1.63% | -4.3% |
JNJ | Buy | JOHNSON & JOHNSON | $2,350,000 | +11.3% | 14,930 | +5.3% | 1.58% | -10.6% |
EEMV | Buy | ISHARES MSCImf closed and mf open | $1,952,000 | +56.4% | 31,953 | +41.3% | 1.31% | +25.7% |
DVY | Sell | ISHARES SELECTmf closed and mf open | $1,912,000 | +9.8% | 19,875 | -6.9% | 1.28% | -11.7% |
FPX | Buy | FIRST TRUSTmf closed and mf open | $1,895,000 | +41.2% | 16,020 | +15.3% | 1.27% | +13.5% |
BA | Buy | BOEING COMPANY | $1,821,000 | +32.1% | 8,509 | +1.9% | 1.22% | +6.2% |
RSP | Buy | INVESCO S&Pmf closed and mf open | $1,810,000 | +24.1% | 14,193 | +5.2% | 1.21% | -0.2% |
MRK | Buy | MERCK & COMPANY | $1,613,000 | +0.4% | 19,722 | +1.9% | 1.08% | -19.3% |
FDN | Sell | FIRST TRUSTmf closed and mf open | $1,453,000 | +11.4% | 6,846 | -1.1% | 0.98% | -10.4% |
MUB | Sell | ISHARES NATIONALmf closed and mf open | $1,452,000 | -7.8% | 12,389 | -8.8% | 0.97% | -25.9% |
RVT | Sell | ROYCE VALUEmf closed and mf open | $1,362,000 | +21.9% | 84,410 | -4.5% | 0.91% | -1.9% |
TSLA | Buy | TESLA INC | $1,316,000 | +82.3% | 1,865 | +10.9% | 0.88% | +46.4% |
WIW | Sell | WESTERN ASSETmf closed and mf open | $1,241,000 | +7.5% | 99,965 | -2.6% | 0.83% | -13.6% |
CLX | Buy | CLOROX COMPANY | $1,099,000 | +4.5% | 5,444 | +8.7% | 0.74% | -16.1% |
VZ | Buy | VERIZON COMMUNICATIONS | $1,071,000 | +9.3% | 18,233 | +10.7% | 0.72% | -12.2% |
IWN | Sell | ISHARES RUSSELLmf closed and mf open | $1,063,000 | +26.1% | 8,066 | -5.0% | 0.71% | +1.3% |
MTUM | Buy | ISHARES MSCImf closed and mf open | $1,035,000 | +9.6% | 6,416 | +0.1% | 0.69% | -11.9% |
PGX | Buy | INVESCO PFDmf closed and mf open | $1,009,000 | +125.7% | 66,125 | +118.0% | 0.68% | +81.5% |
INTC | Sell | INTEL CORP | $998,000 | -6.3% | 20,034 | -2.6% | 0.67% | -24.7% |
CVX | Buy | CHEVRON CORP | $991,000 | +40.2% | 11,740 | +19.6% | 0.66% | +12.7% |
PG | Buy | PROCTER & GAMBLE | $968,000 | +8.9% | 6,957 | +8.8% | 0.65% | -12.5% |
LQD | Sell | ISHARES IBOXXmf closed and mf open | $959,000 | -1.6% | 6,946 | -4.0% | 0.64% | -21.0% |
HDV | Buy | ISHARES COREmf closed and mf open | $887,000 | +80.3% | 10,119 | +65.6% | 0.60% | +44.8% |
T | Buy | AT&T INC | $847,000 | +13.5% | 29,466 | +12.6% | 0.57% | -8.8% |
HYG | Buy | ISHARES IBOXXmf closed and mf open | $821,000 | +12.0% | 9,406 | +7.6% | 0.55% | -10.0% |
AXP | Buy | AMERICAN EXPRESS | $822,000 | +1450.9% | 6,798 | +1177.8% | 0.55% | +1152.3% |
XLRE | Buy | SELECT SECTORmf closed and mf open | $818,000 | +88.0% | 22,385 | +81.4% | 0.55% | +51.2% |
MS | Sell | MORGAN STANLEY | $784,000 | +35.4% | 11,446 | -4.5% | 0.53% | +8.9% |
HD | Buy | HOME DEPOT | $778,000 | +2.0% | 2,929 | +6.6% | 0.52% | -18.1% |
PFE | Buy | PFIZER INC | $752,000 | +13.1% | 20,428 | +12.7% | 0.50% | -9.2% |
MCD | Buy | MCDONALDS CORP | $741,000 | +8.2% | 3,453 | +10.6% | 0.50% | -13.1% |
DD | Sell | DUPONT DE | $734,000 | +22.1% | 10,321 | -4.8% | 0.49% | -2.0% |
FIS | Buy | FIDELITY NATIONAL | $712,000 | -3.4% | 5,034 | +0.5% | 0.48% | -22.3% |
KPTI | Sell | KARYOPHARM THERAPEUTICS | $691,000 | -0.7% | 44,640 | -6.3% | 0.46% | -20.1% |
IWM | Sell | ISHARES RUSSELLmf closed and mf open | $680,000 | +26.4% | 3,471 | -3.4% | 0.46% | +1.6% |
GM | Sell | GENERAL MOTORS | $675,000 | +28.3% | 16,216 | -8.9% | 0.45% | +3.2% |
IJR | Sell | ISHARES COREmf closed and mf open | $676,000 | +7.8% | 7,358 | -17.6% | 0.45% | -13.4% |
FANG | Buy | DIAMONDBACK ENERGY | $673,000 | +117.1% | 13,906 | +35.1% | 0.45% | +74.1% |
MINC | Sell | ADVISORSHARES NEWFLEETmf closed and mf open | $661,000 | +0.9% | 13,456 | -0.1% | 0.44% | -19.0% |
QYLD | Buy | GLOBAL Xmf closed and mf open | $654,000 | +25.8% | 28,684 | +18.9% | 0.44% | +1.2% |
VSH | Sell | VISHAY INTERTECHNOLOGY | $643,000 | +26.3% | 31,051 | -5.0% | 0.43% | +1.4% |
GOOG | Buy | ALPHABET INC | $604,000 | +39.8% | 345 | +17.3% | 0.40% | +12.2% |
PEP | Buy | PEPSICO INC | $601,000 | +17.4% | 4,054 | +9.8% | 0.40% | -5.6% |
IYF | Buy | ISHARES U Smf closed and mf open | $594,000 | +51.5% | 8,900 | +158.0% | 0.40% | +21.7% |
KO | Buy | COCA COLA COMPANY | $589,000 | +28.3% | 10,746 | +15.5% | 0.40% | +3.1% |
L | Sell | LOEWS CORP | $581,000 | +23.9% | 12,899 | -4.4% | 0.39% | -0.3% |
PCEF | Sell | INVESCO CEFmf closed and mf open | $569,000 | +6.2% | 25,390 | -4.0% | 0.38% | -14.5% |
GNL | Sell | GLOBAL NET | $548,000 | -8.8% | 31,979 | -15.5% | 0.37% | -26.7% |
XLK | Sell | SECTOR TECHNOLOGYmf closed and mf open | $546,000 | +10.8% | 4,202 | -0.6% | 0.37% | -10.9% |
FSK | Sell | FS KKR | $540,000 | -17.6% | 32,626 | -21.0% | 0.36% | -33.8% |
FB | Buy | FACEBOOK INC | $540,000 | +14.4% | 1,977 | +9.7% | 0.36% | -8.1% |
PM | Buy | PHILIP MORRIS | $535,000 | +30.5% | 6,462 | +18.2% | 0.36% | +5.0% |
MLHR | New | MILLER HERMAN INC | $524,000 | – | 15,491 | +100.0% | 0.35% | – |
REGN | Buy | REGENERON PHARMACEUTICAL | $520,000 | +10300.0% | 1,077 | +11866.7% | 0.35% | +8625.0% |
NEM | Sell | NEWMONT CORP | $517,000 | -9.6% | 8,637 | -4.2% | 0.35% | -27.3% |
HP | Sell | HELMERICH & PAYNE | $502,000 | +50.3% | 21,673 | -4.8% | 0.34% | +20.8% |
GS | Sell | GOLDMAN SACHS | $494,000 | +27.6% | 1,874 | -2.6% | 0.33% | +2.5% |
IVV | Sell | ISHARES COREmf closed and mf open | $465,000 | -2.7% | 1,238 | -12.9% | 0.31% | -21.8% |
CIM | Sell | CHIMERA INVT | $463,000 | +19.6% | 45,205 | -4.2% | 0.31% | -3.7% |
SDY | Sell | SPDR SERIESmf closed and mf open | $452,000 | +6.9% | 4,264 | -6.8% | 0.30% | -14.2% |
XBI | Buy | SPDR SERIESmf closed and mf open | $448,000 | +33.7% | 3,183 | +6.0% | 0.30% | +7.5% |
XOM | Buy | EXXON MOBIL | $444,000 | +36.2% | 10,760 | +13.3% | 0.30% | +9.6% |
NEAR | Buy | BLACKROCK SHORTmf closed and mf open | $434,000 | +24.0% | 8,645 | +23.9% | 0.29% | -0.3% |
DIS | Buy | WALT DISNEY | $429,000 | +67.6% | 2,365 | +14.9% | 0.29% | +34.6% |
GBX | Sell | GREENBRIER COS | $418,000 | +18.1% | 11,485 | -4.7% | 0.28% | -5.1% |
FPE | Sell | FIRST TRUSTmf closed and mf open | $417,000 | -5.4% | 20,635 | -10.3% | 0.28% | -23.9% |
AMZA | Sell | ETFIS SERmf closed and mf open | $406,000 | +24.2% | 21,410 | -11.3% | 0.27% | -0.4% |
EDIV | Sell | SPDR S&Pmf closed and mf open | $369,000 | +13.2% | 13,290 | -0.9% | 0.25% | -8.8% |
TDOC | Buy | TELADOC HEALTH | $348,000 | -7.2% | 1,740 | +1.6% | 0.23% | -25.6% |
CACG | LEGG MASONmf closed and mf open | $344,000 | +11.3% | 7,820 | 0.0% | 0.23% | -10.5% | |
IDV | Buy | ISHARES INTLmf closed and mf open | $339,000 | +43.0% | 11,500 | +21.1% | 0.23% | +14.6% |
IAG | Sell | IAMGOLD CORP | $327,000 | -8.9% | 89,155 | -5.0% | 0.22% | -27.0% |
IXUS | Buy | ISHARES COREmf closed and mf open | $319,000 | +222.2% | 4,750 | +179.7% | 0.21% | +157.8% |
IJH | Sell | ISHARES COREmf closed and mf open | $315,000 | +12.9% | 1,371 | -8.9% | 0.21% | -9.4% |
AGGP | Sell | INDEXIQ IQmf closed and mf open | $314,000 | -38.1% | 15,694 | -38.9% | 0.21% | -50.1% |
VOO | Buy | VANGUARD S&Pmf closed and mf open | $312,000 | +49.3% | 907 | +33.6% | 0.21% | +20.1% |
NRZ | Sell | NEW RESIDENTIAL | $300,000 | +13.6% | 30,202 | -8.9% | 0.20% | -8.6% |
VGT | Buy | VANGUARD INFORMATIONmf closed and mf open | $299,000 | +16.3% | 844 | +2.2% | 0.20% | -6.1% |
TT | TRANE TECHNOLOGIES | $290,000 | +19.3% | 2,000 | 0.0% | 0.20% | -3.9% | |
SWN | Sell | SOUTHWESTERN ENERGY | $291,000 | +19.3% | 97,570 | -5.9% | 0.20% | -4.4% |
HFRO | Sell | HIGHLAND INCOMEmf closed and mf open | $264,000 | -21.4% | 25,674 | -34.4% | 0.18% | -36.8% |
BAC | Sell | BANK AMERICA | $260,000 | +20.4% | 8,579 | -4.4% | 0.17% | -3.3% |
ITA | Buy | ISHARES AEROSPACEmf closed and mf open | $255,000 | +17.0% | 2,692 | +95.6% | 0.17% | -6.0% |
DGRO | Buy | ISHARES COREmf closed and mf open | $246,000 | +14.4% | 5,500 | +1.9% | 0.16% | -7.8% |
GOOGL | Sell | ALPHABET INC | $242,000 | +14.7% | 138 | -4.2% | 0.16% | -8.0% |
SPYV | Sell | SPDR PORTFOLIOmf closed and mf open | $234,000 | +11.4% | 6,811 | -2.2% | 0.16% | -10.3% |
HYS | Sell | PIMCO 0-5mf closed and mf open | $234,000 | -0.8% | 2,382 | -5.4% | 0.16% | -20.3% |
BSCM | INVESCO BULLETSHARESmf closed and mf open | $228,000 | -0.4% | 10,496 | 0.0% | 0.15% | -19.9% | |
C | Sell | CITIGROUP INC | $221,000 | +14.5% | 3,584 | -20.0% | 0.15% | -8.1% |
WMT | Buy | WALMART INC | $212,000 | +8.7% | 1,470 | +5.5% | 0.14% | -12.9% |
GDXJ | Sell | VANECK VECTORSmf closed and mf open | $200,000 | -9.1% | 3,691 | -7.1% | 0.13% | -27.2% |
NFLX | Buy | NETFLIX INC | $198,000 | +58.4% | 367 | +47.4% | 0.13% | +27.9% |
OCSI | Sell | OAKTREE STRATEGICmf closed and mf open | $199,000 | -3.4% | 25,681 | -18.9% | 0.13% | -22.7% |
VIAC | Sell | VIACOMCBS INC | $195,000 | +26.6% | 5,223 | -5.1% | 0.13% | +1.6% |
PHM | Sell | PULTEGROUP INC | $193,000 | -17.5% | 4,475 | -11.4% | 0.13% | -33.8% |
GER | Sell | GOLDMAN SACHSmf closed and mf open | $187,000 | +5.6% | 24,517 | -17.0% | 0.12% | -15.5% |
VOD | Sell | VODAFONE GROUP | $183,000 | +13.7% | 11,113 | -7.6% | 0.12% | -8.2% |
PENN | Buy | PENN NATIONAL | $184,000 | +93.7% | 2,135 | +64.2% | 0.12% | +55.7% |
NVDA | Sell | NVIDIA CORP | $184,000 | -12.4% | 353 | -9.0% | 0.12% | -29.7% |
AMP | Buy | AMERIPRISE FINANCIAL | $181,000 | +5933.3% | 930 | +5066.7% | 0.12% | +3933.3% |
SPSB | Buy | SPDR PORTFOLIOmf closed and mf open | $179,000 | +188.7% | 5,716 | +187.8% | 0.12% | +130.8% |
HQH | Sell | TEKLA HEALTHCAREmf closed and mf open | $173,000 | -9.9% | 7,241 | -22.3% | 0.12% | -27.5% |
AOR | Buy | ISHARES COREmf closed and mf open | $168,000 | +9.1% | 3,221 | +1.4% | 0.11% | -12.4% |
QQQ | INVESCO QQQmf closed and mf open | $169,000 | +12.7% | 540 | 0.0% | 0.11% | -9.6% | |
FNF | FIDELITY NATIONAL | $165,000 | +25.0% | 4,215 | 0.0% | 0.11% | +0.9% | |
AMD | Buy | ADVANCED MICRO | $166,000 | +19.4% | 1,810 | +7.1% | 0.11% | -4.3% |
HON | Sell | HONEYWELL INTL | $165,000 | +26.9% | 775 | -1.9% | 0.11% | +2.8% |
BRKB | Buy | BERKSHIRE HATHAWAY | $158,000 | +11.3% | 683 | +2.7% | 0.11% | -10.9% |
VNQ | Buy | VANGUARD REALmf closed and mf open | $150,000 | +11.9% | 1,764 | +3.8% | 0.10% | -9.8% |
BCX | Sell | BLACKROCK RESOURCEmf closed and mf open | $141,000 | +12.8% | 18,980 | -9.5% | 0.10% | -8.7% |
JETS | Sell | ETF SERmf closed and mf open | $141,000 | +30.6% | 6,304 | -1.5% | 0.10% | +5.6% |
JDD | Sell | NUVEEN DIVERSIFIED DIVmf closed and mf open | $140,000 | 0.0% | 16,013 | -11.1% | 0.09% | -19.7% |
EFAV | Sell | ISHARES MSCImf closed and mf open | $140,000 | +7.7% | 1,900 | -0.5% | 0.09% | -13.0% |
IXC | ISHARES GLOBALmf closed and mf open | $132,000 | +23.4% | 6,500 | 0.0% | 0.09% | 0.0% | |
IVE | ISHARES S&Pmf closed and mf open | $133,000 | +14.7% | 1,035 | 0.0% | 0.09% | -8.2% | |
XLV | Buy | SECTOR HEALTHCAREmf closed and mf open | $128,000 | +8.5% | 1,129 | +0.6% | 0.09% | -12.2% |
DGX | QUEST DIAGNOSTICS | $126,000 | +4.1% | 1,058 | 0.0% | 0.08% | -15.8% | |
AOA | Buy | ISHARES COREmf closed and mf open | $126,000 | +11.5% | 1,959 | +0.3% | 0.08% | -9.6% |
AMGN | AMGEN INC | $123,000 | -9.6% | 537 | 0.0% | 0.08% | -26.5% | |
BMY | Sell | BRISTOL MYERS | $122,000 | +1.7% | 1,963 | -1.5% | 0.08% | -18.0% |
VBR | Sell | VANGUARD SMALLmf closed and mf open | $121,000 | +23.5% | 849 | -4.5% | 0.08% | -1.2% |
EEM | Sell | ISHARES MSCImf closed and mf open | $118,000 | +3.5% | 2,278 | -11.6% | 0.08% | -16.8% |
BABA | Sell | ALIBABA GROUP | $117,000 | -31.2% | 503 | -13.1% | 0.08% | -45.1% |
CHWY | CHEWY INC | $115,000 | +64.3% | 1,275 | 0.0% | 0.08% | +32.8% | |
LVHD | LEGG MASONmf closed and mf open | $115,000 | +9.5% | 3,550 | 0.0% | 0.08% | -12.5% | |
BKI | BLACK KNIGHT | $114,000 | +1.8% | 1,292 | 0.0% | 0.08% | -18.3% | |
ACWV | Sell | ISHARES MSCImf closed and mf open | $112,000 | +0.9% | 1,154 | -4.2% | 0.08% | -19.4% |
HYGH | Sell | ISHARES INTERESTmf closed and mf open | $112,000 | -51.7% | 1,300 | -53.6% | 0.08% | -61.3% |
DIA | Sell | SPDR DOWmf closed and mf open | $111,000 | +1.8% | 363 | -7.9% | 0.07% | -18.7% |
J | JACOBS ENGINEERNG | $111,000 | +16.8% | 1,022 | 0.0% | 0.07% | -6.3% | |
IRT | Sell | INDEPENDENCE REALTY | $110,000 | -19.1% | 8,200 | -29.9% | 0.07% | -34.5% |
PEY | Sell | INVESCO HIGHmf closed and mf open | $111,000 | +9.9% | 6,392 | -9.2% | 0.07% | -11.9% |
VNCE | Buy | VINCE HOLDING | $110,000 | +50.7% | 17,300 | +27.5% | 0.07% | +21.3% |
MELI | MERCADOLIBRE INC | $111,000 | +56.3% | 66 | 0.0% | 0.07% | +25.4% | |
AOM | Sell | ISHARES COREmf closed and mf open | $109,000 | -16.8% | 2,518 | -21.4% | 0.07% | -33.0% |
PLTR | New | PALANTIR TECHNOLOGIES | $107,000 | – | 4,533 | +100.0% | 0.07% | – |
JWN | New | NORDSTROM INC | $106,000 | – | 3,397 | +100.0% | 0.07% | – |
SCHG | SCHWAB USmf closed and mf open | $106,000 | +11.6% | 826 | 0.0% | 0.07% | -10.1% | |
FLOT | ISHARES FLOATINGmf closed and mf open | $106,000 | 0.0% | 2,090 | 0.0% | 0.07% | -19.3% | |
IEFA | Buy | ISHARES COREmf closed and mf open | $106,000 | +14.0% | 1,538 | +0.1% | 0.07% | -9.0% |
IDHQ | Buy | INVESCO EXCHANGEmf closed and mf open | $105,000 | +45.8% | 3,555 | +29.5% | 0.07% | +16.7% |
IYE | Sell | ISHARES U Smf closed and mf open | $103,000 | +25.6% | 5,113 | -0.5% | 0.07% | +1.5% |
ABBV | ABBVIE INC | $103,000 | +22.6% | 963 | 0.0% | 0.07% | -1.4% | |
NEE | Buy | NEXTERA ENERGY | $103,000 | +1044.4% | 1,336 | +3829.4% | 0.07% | +762.5% |
BSCL | Sell | INVESCO BULLETSHARESmf closed and mf open | $101,000 | -35.7% | 4,782 | -34.9% | 0.07% | -48.1% |
AFIN | Buy | AMERICAN FINANCE | $100,000 | +28.2% | 13,443 | +8.4% | 0.07% | +3.1% |
ABNB | New | AIRBNB INC | $99,000 | – | 675 | +100.0% | 0.07% | – |
NXRT | NEXPOINT RESIDENTIAL | $97,000 | -4.0% | 2,285 | 0.0% | 0.06% | -22.6% | |
XHR | Sell | XENIA HOTELS | $96,000 | +65.5% | 6,289 | -4.6% | 0.06% | +33.3% |
VER | New | VEREIT INC | $96,000 | – | 2,551 | +100.0% | 0.06% | – |
SND | Sell | SMART SAND | $94,000 | +23.7% | 54,737 | -5.3% | 0.06% | 0.0% |
AVK | Sell | ADVENT CONVmf closed and mf open | $93,000 | +10.7% | 5,604 | -8.3% | 0.06% | -11.4% |
EPI | WISDOMTREE INDIAmf closed and mf open | $92,000 | +22.7% | 3,165 | 0.0% | 0.06% | -1.6% | |
CMCSA | Sell | COMCAST CORP | $91,000 | +8.3% | 1,728 | -5.2% | 0.06% | -12.9% |
IR | Buy | INGERSOLL RAND | $82,000 | +30.2% | 1,806 | +2.4% | 0.06% | +3.8% |
CSCO | Buy | CISCO SYSTEMS | $82,000 | +13.9% | 1,841 | +0.1% | 0.06% | -8.3% |
HYLS | FIRST TRUSTmf closed and mf open | $82,000 | +2.5% | 1,690 | 0.0% | 0.06% | -17.9% | |
JD | Buy | JD.COM INC | $80,000 | +233.3% | 910 | +193.5% | 0.05% | +170.0% |
FSKR | Sell | FS KKR | $81,000 | -5.8% | 4,935 | -15.9% | 0.05% | -25.0% |
VB | Buy | VANGUARD SMALLmf closed and mf open | $81,000 | +92.9% | 417 | +51.1% | 0.05% | +54.3% |
MDYV | SPDR SERIESmf closed and mf open | $79,000 | +27.4% | 1,425 | 0.0% | 0.05% | +1.9% | |
SHY | Buy | ISHARES 1-3YRmf closed and mf open | $79,000 | +17.9% | 909 | +17.4% | 0.05% | -5.4% |
IWY | ISHARES RUSSELLmf closed and mf open | $78,000 | +8.3% | 590 | 0.0% | 0.05% | -13.3% | |
PNNT | Sell | PENNANTPARK INVESTMENTmf closed and mf open | $77,000 | +22.2% | 16,798 | -15.1% | 0.05% | -1.9% |
HEFA | Sell | ISHARES CURRENCYmf closed and mf open | $77,000 | +10.0% | 2,525 | -1.2% | 0.05% | -10.3% |
FCCY | Sell | FIRST CONSTITUTION | $77,000 | +11.6% | 4,835 | -17.1% | 0.05% | -10.3% |
COST | Buy | COSTCO WHOLESALE | $76,000 | +8.6% | 203 | +3.0% | 0.05% | -12.1% |
VFH | Buy | VANGUARD FINANCIALSmf closed and mf open | $76,000 | +26.7% | 1,039 | +2.0% | 0.05% | +2.0% |
VTV | Sell | VANGUARD VALUEmf closed and mf open | $75,000 | -6.2% | 629 | -18.2% | 0.05% | -25.4% |
ONEV | Buy | SPDR RUSSELLmf closed and mf open | $74,000 | +29.8% | 824 | +11.8% | 0.05% | +4.2% |
EFA | Sell | ISHARES MSCImf closed and mf open | $73,000 | -2.7% | 1,001 | -15.4% | 0.05% | -22.2% |
ETW | Sell | EATON VANCEmf closed and mf open | $71,000 | -55.3% | 7,310 | -60.7% | 0.05% | -63.9% |
ED | Buy | CONSOLIDATED EDISON | $68,000 | +2166.7% | 947 | +2267.5% | 0.05% | +1433.3% |
AOK | ISHARES COREmf closed and mf open | $68,000 | +4.6% | 1,756 | 0.0% | 0.05% | -14.8% | |
WM | Buy | WASTE MANAGEMENT | $67,000 | +21.8% | 567 | +16.9% | 0.04% | -2.2% |
JPC | NUVEEN PFDmf closed and mf open | $67,000 | +13.6% | 7,000 | 0.0% | 0.04% | -8.2% | |
IWV | ISHARES RUSSELLmf closed and mf open | $67,000 | +15.5% | 298 | 0.0% | 0.04% | -6.2% | |
SPTS | SPDR PORTFOLIOmf closed and mf open | $67,000 | 0.0% | 2,190 | 0.0% | 0.04% | -19.6% | |
SRVR | Buy | PACER BENCHMARKmf closed and mf open | $64,000 | +1.6% | 1,784 | +0.3% | 0.04% | -18.9% |
SPLV | INVESCO EXCHANGEmf closed and mf open | $64,000 | +4.9% | 1,144 | 0.0% | 0.04% | -15.7% | |
CNNE | Sell | CANNAE HOLDINGS | $62,000 | -41.0% | 1,409 | -49.8% | 0.04% | -52.3% |
IMCB | Sell | ISHARES MORNINGSTARmf closed and mf open | $63,000 | +12.5% | 269 | -3.6% | 0.04% | -10.6% |
CVS | Buy | CVS HEALTH | $61,000 | +205.0% | 895 | +159.4% | 0.04% | +141.2% |
CAT | Buy | CATERPILLAR INC | $61,000 | +24.5% | 338 | +2.7% | 0.04% | 0.0% |
BSCO | INVESCO BULLETSHARESmf closed and mf open | $60,000 | +1.7% | 2,668 | 0.0% | 0.04% | -18.4% | |
UPS | Buy | UNITED PARCEL | $60,000 | +25.0% | 354 | +22.1% | 0.04% | 0.0% |
DES | WISDOMTREE U Smf closed and mf open | $60,000 | +27.7% | 2,250 | 0.0% | 0.04% | +2.6% | |
PSEC | Sell | PROSPECT CAPITALmf closed and mf open | $60,000 | -7.7% | 11,001 | -15.4% | 0.04% | -25.9% |
DRIV | New | GLOBAL Xmf closed and mf open | $60,000 | – | 2,500 | +100.0% | 0.04% | – |
WBA | Buy | WALGREENS BOOTS | $58,000 | +728.6% | 1,450 | +625.0% | 0.04% | +550.0% |
QCOM | Buy | QUALCOMM INC | $58,000 | +176.2% | 378 | +116.0% | 0.04% | +116.7% |
IEO | Buy | ISHARES U Smf closed and mf open | $57,000 | +96.6% | 1,600 | +45.5% | 0.04% | +58.3% |
IBM | INTL BUSINESS | $56,000 | +3.7% | 445 | 0.0% | 0.04% | -15.6% | |
SNR | NEW SENIOR | $57,000 | +29.5% | 11,000 | 0.0% | 0.04% | +2.7% | |
MCR | M F S CHARTERmf closed and mf open | $53,000 | +10.4% | 6,000 | 0.0% | 0.04% | -10.0% | |
AVA | AVISTA CORP | $54,000 | +17.4% | 1,346 | 0.0% | 0.04% | -5.3% | |
MSCI | MSCI INC | $54,000 | +25.6% | 120 | 0.0% | 0.04% | 0.0% | |
HYD | Buy | VANECK VECTORSmf closed and mf open | $53,000 | +3.9% | 855 | +0.6% | 0.04% | -16.3% |
AVGO | Buy | BROADCOM INC | $53,000 | +20.5% | 121 | +0.8% | 0.04% | -2.7% |
EXAS | EXACT SCIENCES | $53,000 | +29.3% | 400 | 0.0% | 0.04% | +5.9% | |
FDM | FIRST TRUSTmf closed and mf open | $53,000 | +29.3% | 1,100 | 0.0% | 0.04% | +5.9% | |
JPM | Buy | JPMORGAN CHASE | $54,000 | +80.0% | 428 | +37.2% | 0.04% | +44.0% |
NLY | Sell | ANNALY CAPITAL | $53,000 | +10.4% | 6,326 | -6.6% | 0.04% | -10.0% |
CXP | COLUMBIA PROPERTY | $52,000 | +33.3% | 3,612 | 0.0% | 0.04% | +6.1% | |
CCD | Buy | CALAMOS DYNAMICmf closed and mf open | $52,000 | +79.3% | 1,850 | +48.0% | 0.04% | +45.8% |
BSCN | INVESCO BULLETSHARESmf closed and mf open | $52,000 | +2.0% | 2,363 | 0.0% | 0.04% | -18.6% | |
DE | DEERE & CO | $51,000 | +21.4% | 189 | 0.0% | 0.03% | -2.9% | |
DHR | Buy | DANAHER CORP | $50,000 | +16.3% | 223 | +11.5% | 0.03% | -5.6% |
VTR | Sell | VENTAS INC | $49,000 | -49.5% | 1,008 | -56.3% | 0.03% | -59.3% |
PWB | INVESCO DYNAMICmf closed and mf open | $49,000 | +8.9% | 720 | 0.0% | 0.03% | -13.2% | |
VIG | Sell | VANGUARD DIVIDENDmf closed and mf open | $49,000 | -22.2% | 346 | -29.2% | 0.03% | -37.7% |
XLU | Sell | SELECT UTILITIESmf closed and mf open | $49,000 | +4.3% | 778 | -0.8% | 0.03% | -15.4% |
IDU | Buy | ISHARES U Smf closed and mf open | $47,000 | +6.8% | 601 | +101.7% | 0.03% | -13.5% |
Sell | MEDLEY CAPITALmf closed and mf open | $47,000 | +34.3% | 1,645 | -17.0% | 0.03% | +10.3% | |
CHY | CALAMOS CONVERTIBLEmf closed and mf open | $47,000 | +20.5% | 3,325 | 0.0% | 0.03% | -3.0% | |
CLNY | Sell | COLONY CAPITAL | $46,000 | +24.3% | 9,606 | -29.8% | 0.03% | 0.0% |
IJT | Buy | ISHARES S&Pmf closed and mf open | $46,000 | +31.4% | 400 | +100.0% | 0.03% | +6.9% |
SHYG | ISHARESmf closed and mf open | $45,000 | +2.3% | 1,000 | 0.0% | 0.03% | -18.9% | |
UNP | Buy | UNION PACIFIC CORP | $45,000 | +7.1% | 215 | +0.5% | 0.03% | -14.3% |
IMCV | ISHARES MORNINGSTARmf closed and mf open | $44,000 | +18.9% | 280 | 0.0% | 0.03% | -3.2% | |
XOP | Buy | SPDR SERIESmf closed and mf open | $44,000 | +57.1% | 757 | +15.2% | 0.03% | +30.4% |
SLV | Sell | ISHARES SILVER | $44,000 | -2.2% | 1,781 | -14.4% | 0.03% | -21.1% |
ICF | Buy | ISHARES COHENmf closed and mf open | $43,000 | -8.5% | 792 | +71.8% | 0.03% | -25.6% |
DVYE | ISHARES EMERGINGmf closed and mf open | $43,000 | +26.5% | 1,142 | 0.0% | 0.03% | +3.6% | |
PEG | Buy | PUBLIC SERVICE | $42,000 | +20.0% | 720 | +12.5% | 0.03% | -3.4% |
BND | Buy | VANGUARD TOTALmf closed and mf open | $42,000 | +61.5% | 481 | +61.4% | 0.03% | +27.3% |
GE | Sell | GENERAL ELECTRIC | $41,000 | +64.0% | 3,819 | -3.5% | 0.03% | +33.3% |
TLH | ISHARES 10-20YRmf closed and mf open | $41,000 | -4.7% | 257 | 0.0% | 0.03% | -22.2% | |
ETY | EATON VANCEmf closed and mf open | $41,000 | +13.9% | 3,350 | 0.0% | 0.03% | -6.7% | |
VTRS | New | VIATRIS INC | $42,000 | – | 2,267 | +100.0% | 0.03% | – |
FDX | Buy | FEDEX CORP | $42,000 | +1300.0% | 163 | +1153.8% | 0.03% | +833.3% |
VTI | VANGUARD TOTALmf closed and mf open | $42,000 | +13.5% | 216 | 0.0% | 0.03% | -9.7% | |
VV | VANGUARD LARGEmf closed and mf open | $42,000 | +10.5% | 240 | 0.0% | 0.03% | -12.5% | |
DOC | Sell | PHYSICIANS REALTY | $40,000 | -31.0% | 2,250 | -30.8% | 0.03% | -43.8% |
PINS | PINTEREST INC | $40,000 | +60.0% | 600 | 0.0% | 0.03% | +28.6% | |
CIEN | CIENA CORP | $40,000 | +33.3% | 750 | 0.0% | 0.03% | +8.0% | |
SBUX | Buy | STARBUCKS CORP | $37,000 | +37.0% | 344 | +8.2% | 0.02% | +8.7% |
IXP | ISHARES GLOBALmf closed and mf open | $37,000 | +12.1% | 500 | 0.0% | 0.02% | -10.7% | |
DKNG | Sell | DRAFTKINGS INC | $37,000 | -61.9% | 790 | -52.1% | 0.02% | -69.1% |
ILPT | Sell | INDUSTRIAL LOGISTICS | $37,000 | -51.9% | 1,571 | -55.4% | 0.02% | -60.9% |
SPLB | SPDR PORTFOLIOmf closed and mf open | $37,000 | +2.8% | 1,125 | 0.0% | 0.02% | -16.7% | |
CHW | CALAMOS GLOBALmf closed and mf open | $38,000 | +15.2% | 4,000 | 0.0% | 0.02% | -10.7% | |
IEMG | Buy | ISHARES COREmf closed and mf open | $38,000 | +35.7% | 607 | +15.4% | 0.02% | +8.7% |
HTA | Sell | HEALTHCARE TRUST | $36,000 | -30.8% | 1,300 | -35.0% | 0.02% | -44.2% |
V | Buy | VISA INC | $36,000 | +33.3% | 166 | +22.1% | 0.02% | +4.3% |
PLAY | DAVE & BUSTERS | $36,000 | +100.0% | 1,200 | 0.0% | 0.02% | +60.0% | |
LMT | Sell | LOCKHEED MARTIN | $36,000 | -16.3% | 102 | -8.9% | 0.02% | -33.3% |
WYNN | Sell | WYNN RESORTS | $36,000 | +44.0% | 320 | -8.6% | 0.02% | +14.3% |
NIO | Buy | NIO INC | $36,000 | +3500.0% | 740 | +1133.3% | 0.02% | +2300.0% |
EMD | Sell | WESTERN ASSETmf closed and mf open | $34,000 | -26.1% | 2,450 | -34.7% | 0.02% | -39.5% |
TIP | Buy | ISHARES TIPSmf closed and mf open | $34,000 | +88.9% | 265 | +89.3% | 0.02% | +53.3% |
CLM | CORNERSTONE STRATEGICmf closed and mf open | $35,000 | +6.1% | 3,000 | 0.0% | 0.02% | -17.9% | |
VNLA | New | JANUS HENDERSONmf closed and mf open | $35,000 | – | 700 | +100.0% | 0.02% | – |
NMTR | Buy | 9 METERS | $34,000 | +112.5% | 40,000 | +100.0% | 0.02% | +76.9% |
DHY | Sell | CREDIT SUISSE HIGH YLDmf closed and mf open | $34,000 | -40.4% | 14,900 | -44.6% | 0.02% | -52.1% |
MXIM | MAXIM INTEGRATED | $34,000 | +30.8% | 379 | 0.0% | 0.02% | +4.5% | |
XLE | Sell | SECTOR ENERGYmf closed and mf open | $35,000 | +20.7% | 918 | -6.1% | 0.02% | -4.2% |
ATHX | ATHERSYS INC | $33,000 | -10.8% | 18,849 | 0.0% | 0.02% | -29.0% | |
MINT | PIMCO EHNANCEDmf closed and mf open | $33,000 | 0.0% | 325 | 0.0% | 0.02% | -21.4% | |
TGT | TARGET CORP | $33,000 | +10.0% | 188 | 0.0% | 0.02% | -12.0% | |
UBER | Sell | UBER TECHNOLOGIES | $33,000 | +13.8% | 650 | -18.8% | 0.02% | -8.3% |
RPAI | RETAIL PROPERTIES | $32,000 | +45.5% | 3,732 | 0.0% | 0.02% | +16.7% | |
PRF | New | INVESCO FTSEmf closed and mf open | $32,000 | – | 239 | +100.0% | 0.02% | – |
GILD | GILEAD SCIENCES | $32,000 | -5.9% | 542 | 0.0% | 0.02% | -25.0% | |
VGK | VANGUARD FTSEmf closed and mf open | $31,000 | +14.8% | 516 | 0.0% | 0.02% | -8.7% | |
FV | FIRST TRUSTmf closed and mf open | $32,000 | +18.5% | 780 | 0.0% | 0.02% | -8.7% | |
VHT | VANGUARD HEALTHmf closed and mf open | $31,000 | +6.9% | 140 | 0.0% | 0.02% | -12.5% | |
ALRM | ALARM COM | $31,000 | +82.4% | 300 | 0.0% | 0.02% | +50.0% | |
BYND | Buy | BEYOND MEAT | $31,000 | -6.1% | 245 | +22.5% | 0.02% | -25.0% |
HIO | WESTERN ASSETmf closed and mf open | $30,000 | +3.4% | 6,000 | 0.0% | 0.02% | -16.7% | |
VIS | VANGUARD INDUSTRIALSmf closed and mf open | $30,000 | +20.0% | 176 | 0.0% | 0.02% | -4.8% | |
WGO | New | WINNEBAGO INDUSTRIES | $28,000 | – | 475 | +100.0% | 0.02% | – |
GIS | Buy | GENERAL MILLS | $29,000 | 0.0% | 488 | +4.1% | 0.02% | -20.8% |
IYLD | Sell | ISHARES MORNINGSTARmf closed and mf open | $28,000 | -34.9% | 1,175 | -38.1% | 0.02% | -47.2% |
CSQ | Buy | CALAMOS STRATEGICmf closed and mf open | $29,000 | +16.0% | 1,852 | +0.9% | 0.02% | -9.5% |
PWR | QUANTA SERVICES | $29,000 | +38.1% | 400 | 0.0% | 0.02% | +5.6% | |
VCSH | Sell | VANGUARD SHORTmf closed and mf open | $28,000 | -3.4% | 338 | -4.5% | 0.02% | -20.8% |
DBC | INVESCO DB | $29,000 | +11.5% | 2,000 | 0.0% | 0.02% | -13.6% | |
NBB | Buy | NUVEEN TXBLmf closed and mf open | $28,000 | +7.7% | 1,162 | +1.0% | 0.02% | -13.6% |
XMLV | Buy | INVESCO EXCHANGEmf closed and mf open | $29,000 | +38.1% | 610 | +23.2% | 0.02% | +5.6% |
CGC | CANOPY GROWTH | $29,000 | +70.6% | 1,172 | 0.0% | 0.02% | +35.7% | |
LVS | LAS VEGAS SANDS | $27,000 | +28.6% | 449 | 0.0% | 0.02% | 0.0% | |
IYW | Buy | ISHARES TECHNOLOGYmf closed and mf open | $27,000 | +12.5% | 320 | +300.0% | 0.02% | -10.0% |
MDT | Buy | MEDTRONIC PLC | $27,000 | +28.6% | 231 | +12.1% | 0.02% | 0.0% |
QDEL | New | QUIDEL CORP | $27,000 | – | 150 | +100.0% | 0.02% | – |
VO | VANGUARD MIDmf closed and mf open | $27,000 | +17.4% | 132 | 0.0% | 0.02% | -5.3% | |
CMG | CHIPOTLE MEXICAN | $26,000 | +8.3% | 19 | 0.0% | 0.02% | -15.0% | |
ABT | Buy | ABBOTT LABORATORIES | $25,000 | +108.3% | 228 | +107.3% | 0.02% | +70.0% |
CEQP | Buy | CRESTWOOD EQUITY | $25,000 | +92.3% | 1,325 | +29.3% | 0.02% | +54.5% |
VCIT | Buy | VANGUARD INTERMEDIATEmf closed and mf open | $25,000 | +150.0% | 254 | +154.0% | 0.02% | +112.5% |
OPI | Sell | OFFICE PROPERTIES | $26,000 | -29.7% | 1,164 | -34.6% | 0.02% | -45.2% |
XMMO | INVESCO S&Pmf closed and mf open | $24,000 | +14.3% | 310 | 0.0% | 0.02% | -11.1% | |
BTZ | BLACKROCK CREDITmf closed and mf open | $24,000 | +4.3% | 1,650 | 0.0% | 0.02% | -15.8% | |
THW | TEKLA WORLDmf closed and mf open | $24,000 | +14.3% | 1,500 | 0.0% | 0.02% | -11.1% | |
PRU | Buy | PRUDENTIAL FINANCIAL | $24,000 | +26.3% | 306 | +0.3% | 0.02% | 0.0% |
PRFZ | New | INVESCO FTSEmf closed and mf open | $24,000 | – | 157 | +100.0% | 0.02% | – |
AMAT | Buy | APPLIED MATERIALS | $24,000 | +41.2% | 281 | +0.4% | 0.02% | +14.3% |
MMM | Buy | 3M COMPANY | $23,000 | +76.9% | 130 | +62.5% | 0.02% | +36.4% |
INN | Sell | SUMMIT HOTEL | $22,000 | +57.1% | 2,400 | -9.4% | 0.02% | +25.0% |
PYPL | Buy | PAYPAL HOLDINGS | $23,000 | +155.6% | 99 | +110.6% | 0.02% | +87.5% |
YUM | YUM BRANDS INC | $22,000 | +22.2% | 200 | 0.0% | 0.02% | 0.0% | |
XAR | SPDR S&Pmf closed and mf open | $23,000 | +35.3% | 200 | 0.0% | 0.02% | +7.1% | |
GIM | Sell | TEMPLETON GLOBAL INC FDmf closed and mf open | $23,000 | -4.2% | 4,251 | -7.1% | 0.02% | -25.0% |
ZM | Buy | ZOOM VIDEO | $22,000 | +29.4% | 66 | +83.3% | 0.02% | +7.1% |
WFC | Sell | WELLS FARGO | $22,000 | +10.0% | 721 | -17.2% | 0.02% | -11.8% |
UNH | UNITEDHEALTH GROUP | $23,000 | +15.0% | 65 | 0.0% | 0.02% | -11.8% | |
PLNT | PLANET FITNESS | $23,000 | +27.8% | 300 | 0.0% | 0.02% | 0.0% | |
XLF | Sell | SECTOR FINANCIALmf closed and mf open | $22,000 | +10.0% | 738 | -12.9% | 0.02% | -11.8% |
SDOG | Sell | ALPS SECTORmf closed and mf open | $22,000 | +4.8% | 499 | -8.1% | 0.02% | -16.7% |
BIDU | Sell | BAIDU INC | $22,000 | -4.3% | 100 | -45.4% | 0.02% | -21.1% |
EAT | New | BRINKER INTL | $23,000 | – | 400 | +100.0% | 0.02% | – |
ARI | Sell | APOLLO COMMERCIAL | $22,000 | -38.9% | 2,000 | -50.0% | 0.02% | -50.0% |
VDE | Buy | VANGUARD ENERGYmf closed and mf open | $23,000 | +27.8% | 435 | +0.2% | 0.02% | 0.0% |
VLDR | New | VELODYNE LIDAR | $23,000 | – | 1,000 | +100.0% | 0.02% | – |
VT | VANGUARD TOTALmf closed and mf open | $21,000 | +10.5% | 230 | 0.0% | 0.01% | -12.5% | |
FDL | FIRST TRUSTmf closed and mf open | $21,000 | +10.5% | 710 | 0.0% | 0.01% | -12.5% | |
EWC | ISHARES MSCImf closed and mf open | $21,000 | +10.5% | 688 | 0.0% | 0.01% | -12.5% | |
JAZZ | Buy | JAZZ PHARMACEUTICALS | $21,000 | +133.3% | 125 | +108.3% | 0.01% | +75.0% |
ZTS | Buy | ZOETIS INC | $19,000 | +26.7% | 115 | +23.7% | 0.01% | 0.0% |
DOCU | DOCUSIGN INC | $19,000 | 0.0% | 87 | 0.0% | 0.01% | -18.8% | |
MFC | MANULIFE FINANCIAL | $20,000 | +33.3% | 1,099 | 0.0% | 0.01% | 0.0% | |
ET | ENERGY TRANSFERoil & gas, real estate and reit | $19,000 | +11.8% | 3,086 | 0.0% | 0.01% | -7.1% | |
DUK | Buy | DUKE ENERGY | $19,000 | 0.0% | 213 | +0.9% | 0.01% | -18.8% |
IIVI | II-VI INC | $19,000 | +90.0% | 250 | 0.0% | 0.01% | +62.5% | |
ADBE | Buy | ADOBE INC | $19,000 | +171.4% | 38 | +153.3% | 0.01% | +116.7% |
TLT | ISHARES 20mf closed and mf open | $19,000 | 0.0% | 118 | 0.0% | 0.01% | -18.8% | |
ISTB | ISHARES COREmf closed and mf open | $19,000 | 0.0% | 375 | 0.0% | 0.01% | -18.8% | |
HYB | Sell | NEW AMERICAmf closed and mf open | $20,000 | -68.3% | 2,350 | -69.7% | 0.01% | -75.5% |
PZA | INVESCO NATIONALmf closed and mf open | $20,000 | 0.0% | 750 | 0.0% | 0.01% | -23.5% | |
CORP | PIMCO INVESTMENTmf closed and mf open | $18,000 | +5.9% | 150 | 0.0% | 0.01% | -14.3% | |
LRCX | LAM RESEARCH CORPORATION | $18,000 | +38.5% | 39 | 0.0% | 0.01% | +9.1% | |
ENB | ENBRIDGE INC | $18,000 | +12.5% | 550 | 0.0% | 0.01% | -7.7% | |
GGN | GAMCO GLOBALmf closed and mf open | $18,000 | +5.9% | 5,000 | 0.0% | 0.01% | -14.3% | |
TMO | Buy | THERMO FISHER | $18,000 | +63.6% | 38 | +52.0% | 0.01% | +33.3% |
LPLA | LPL FINANCIAL | $18,000 | +28.6% | 177 | 0.0% | 0.01% | 0.0% | |
BNTX | BIONTECH SE | $18,000 | +20.0% | 218 | 0.0% | 0.01% | -7.7% | |
BDX | BECTON DICKINSON | $18,000 | +12.5% | 70 | 0.0% | 0.01% | -7.7% | |
EW | EDWARDS LIFESCIENCES | $17,000 | +13.3% | 186 | 0.0% | 0.01% | -15.4% | |
EMR | EMERSON ELECTRIC | $16,000 | +23.1% | 196 | 0.0% | 0.01% | 0.0% | |
SPLK | SPLUNK INC | $16,000 | -11.1% | 97 | 0.0% | 0.01% | -26.7% | |
NFLT | ETFIS SERmf closed and mf open | $17,000 | +6.2% | 665 | 0.0% | 0.01% | -15.4% | |
SQ | Sell | SQUARE INC | $16,000 | +14.3% | 74 | -15.9% | 0.01% | -8.3% |
DLR | Sell | DIGITAL REALTY | $16,000 | -38.5% | 115 | -36.1% | 0.01% | -50.0% |
SONY | Buy | SONY CORP | $16,000 | +33.3% | 155 | +3.3% | 0.01% | +10.0% |
SFL | Sell | SFL CORP | $17,000 | -39.3% | 2,701 | -27.0% | 0.01% | -52.2% |
PHK | Sell | PIMCO HIGHmf closed and mf open | $16,000 | -46.7% | 2,700 | -50.0% | 0.01% | -56.0% |
XEL | XCEL ENERGY | $16,000 | 0.0% | 237 | 0.0% | 0.01% | -15.4% | |
SPAB | Buy | SPDR PORTFOLIOmf closed and mf open | $17,000 | +54.5% | 545 | +53.5% | 0.01% | +22.2% |
BDJ | Sell | BLACKROCK ENHANCEDmf closed and mf open | $17,000 | -61.4% | 2,000 | -66.7% | 0.01% | -70.3% |
RPG | INVESCO S&Pmf closed and mf open | $16,000 | +14.3% | 100 | 0.0% | 0.01% | -8.3% | |
USVM | VICTORYSHARES USAAmf closed and mf open | $16,000 | +23.1% | 265 | 0.0% | 0.01% | 0.0% | |
TOTL | SPDR DOUBLELINEmf closed and mf open | $16,000 | 0.0% | 325 | 0.0% | 0.01% | -15.4% | |
IOO | ISHARES GLOBALmf closed and mf open | $16,000 | +14.3% | 251 | 0.0% | 0.01% | -8.3% | |
AZN | Sell | ASTRAZENECA PLC | $17,000 | -63.0% | 347 | -59.0% | 0.01% | -71.1% |
VEA | New | VANGUARD FTSEmf closed and mf open | $17,000 | – | 369 | +100.0% | 0.01% | – |
OLED | UNIVERSAL DISPLAY | $17,000 | +21.4% | 75 | 0.0% | 0.01% | -8.3% | |
ADP | AUTOMATIC DATA | $17,000 | +21.4% | 98 | 0.0% | 0.01% | -8.3% | |
AGNC | AGNC INVESTMENT | $16,000 | +14.3% | 1,000 | 0.0% | 0.01% | -8.3% | |
KIM | Sell | KIMCO REALTY | $17,000 | -43.3% | 1,100 | -59.3% | 0.01% | -56.0% |
KRBP | New | KIROMIC BIOPHARMA | $17,000 | – | 2,000 | +100.0% | 0.01% | – |
VRTX | VERTEX PHARMACEUTICALS | $15,000 | -16.7% | 65 | 0.0% | 0.01% | -33.3% | |
EXC | Buy | EXELON CORP | $15,000 | +1400.0% | 363 | +1810.5% | 0.01% | +900.0% |
CCL | CARNIVAL CORP | $15,000 | +36.4% | 715 | 0.0% | 0.01% | +11.1% | |
VOX | New | VANGUARD COMMUNICATIONmf closed and mf open | $15,000 | – | 124 | +100.0% | 0.01% | – |
SPYD | Buy | SPDR PORTFOLIOmf closed and mf open | $15,000 | +87.5% | 443 | +51.2% | 0.01% | +42.9% |
ZBH | ZIMMER BIOMET | $15,000 | +7.1% | 100 | 0.0% | 0.01% | -16.7% | |
PXH | New | INVESCO EXCHANGEmf closed and mf open | $15,000 | – | 718 | +100.0% | 0.01% | – |
CIK | Sell | CREDIT SUISSEmf closed and mf open | $15,000 | -77.3% | 4,800 | -78.5% | 0.01% | -81.8% |
ARKF | New | ARK FINTECHmf closed and mf open | $15,000 | – | 300 | +100.0% | 0.01% | – |
CRM | SALESFORCE.COM INC | $13,000 | -13.3% | 59 | 0.0% | 0.01% | -30.8% | |
ARCC | ARES CAPITALmf closed and mf open | $14,000 | +27.3% | 823 | 0.0% | 0.01% | 0.0% | |
CGW | INVESCO S&Pmf closed and mf open | $14,000 | +16.7% | 300 | 0.0% | 0.01% | -10.0% | |
XMHQ | New | INVESCO S&Pmf closed and mf open | $13,000 | – | 200 | +100.0% | 0.01% | – |
MRNA | MODERNA INC | $14,000 | +55.6% | 131 | 0.0% | 0.01% | +12.5% | |
ORCL | ORACLE CORP | $13,000 | +8.3% | 202 | 0.0% | 0.01% | -10.0% | |
AVAV | Buy | AEROVIRONMENT INC | $13,000 | +116.7% | 153 | +53.0% | 0.01% | +80.0% |
FNDF | New | SCHWAB FUNDAMENTALmf closed and mf open | $14,000 | – | 471 | +100.0% | 0.01% | – |
ANTM | ANTHEM INC | $14,000 | +16.7% | 44 | 0.0% | 0.01% | -10.0% | |
COP | CONOCOPHILLIPS | $14,000 | +27.3% | 338 | 0.0% | 0.01% | 0.0% | |
PAYX | PAYCHEX INC | $13,000 | +18.2% | 135 | 0.0% | 0.01% | 0.0% | |
AGIO | AGIOS PHARMACEUTICALS | $13,000 | +18.2% | 300 | 0.0% | 0.01% | 0.0% | |
PXF | New | INVESCO EXCHANGEmf closed and mf open | $13,000 | – | 300 | +100.0% | 0.01% | – |
TJX | Buy | TJX COS | $14,000 | +55.6% | 206 | +32.1% | 0.01% | +12.5% |
LOW | Buy | LOWES COMPANIES | $13,000 | +30.0% | 82 | +36.7% | 0.01% | +12.5% |
LPTH | LIGHTPATH TECHNOLOGIES | $13,000 | +62.5% | 3,206 | 0.0% | 0.01% | +28.6% | |
AEM | AGNICO-EAGLE | $14,000 | -12.5% | 200 | 0.0% | 0.01% | -30.8% | |
FBT | Buy | FIRST TRUSTmf closed and mf open | $14,000 | +133.3% | 86 | +138.9% | 0.01% | +80.0% |
IJK | Buy | ISHARES S&Pmf closed and mf open | $14,000 | +16.7% | 200 | +300.0% | 0.01% | -10.0% |
SIRI | SIRIUS XM | $13,000 | +18.2% | 2,101 | 0.0% | 0.01% | 0.0% | |
AEO | AMERICAN EAGLE | $13,000 | +30.0% | 650 | 0.0% | 0.01% | +12.5% | |
PFS | Buy | PROVIDENT FINANCIAL | $12,000 | +50.0% | 661 | +1.4% | 0.01% | +14.3% |
VWO | Buy | VANGUARD FSTEmf closed and mf open | $12,000 | +20.0% | 245 | +3.4% | 0.01% | 0.0% |
REG | REGENCY CENTERS | $12,000 | +20.0% | 256 | 0.0% | 0.01% | 0.0% | |
ICE | Buy | INTERCONTINENTAL EXCH | $12,000 | +71.4% | 103 | +56.1% | 0.01% | +33.3% |
CDNS | New | CADENCE DESIGN | $12,000 | – | 88 | +100.0% | 0.01% | – |
LAZR | New | LUMINAR TECHNOLOGIES | $12,000 | – | 350 | +100.0% | 0.01% | – |
RH | RH | $12,000 | +20.0% | 26 | 0.0% | 0.01% | 0.0% | |
PFG | PRINCIPAL FINANCIAL | $12,000 | +20.0% | 239 | 0.0% | 0.01% | 0.0% | |
AAWW | New | ATLAS AIR WORLDWIDE | $11,000 | – | 200 | +100.0% | 0.01% | – |
FPEI | FIRST TRUSTmf closed and mf open | $11,000 | 0.0% | 545 | 0.0% | 0.01% | -22.2% | |
LIN | Buy | LINDE PLC | $10,000 | +100.0% | 37 | +68.2% | 0.01% | +75.0% |
VRP | INVESCO EXCHANGEmf closed and mf open | $10,000 | +11.1% | 385 | 0.0% | 0.01% | -12.5% | |
PBW | INVESCO WILDERHILLmf closed and mf open | $10,000 | +66.7% | 100 | 0.0% | 0.01% | +40.0% | |
YUMC | YUM CHINA | $11,000 | 0.0% | 200 | 0.0% | 0.01% | -22.2% | |
GLW | CORNING INC | $10,000 | +11.1% | 267 | 0.0% | 0.01% | -12.5% | |
BHB | BAR HARBOR | $10,000 | +11.1% | 450 | 0.0% | 0.01% | -12.5% | |
ROK | New | ROCKWELL AUTOMATION | $10,000 | – | 41 | +100.0% | 0.01% | – |
AFL | Sell | AFLAC INC | $11,000 | -35.3% | 248 | -46.8% | 0.01% | -50.0% |
WPC | W P CAREY | $11,000 | +10.0% | 152 | 0.0% | 0.01% | -12.5% | |
ITOT | ISHARES COREmf closed and mf open | $10,000 | +11.1% | 120 | 0.0% | 0.01% | -12.5% | |
PCI | PIMCO DYNAMICmf closed and mf open | $11,000 | +10.0% | 500 | 0.0% | 0.01% | -12.5% | |
GDV | Buy | GABELLI DIVIDENDmf closed and mf open | $10,000 | +11.1% | 474 | +1.5% | 0.01% | -12.5% |
IUSG | ISHARES S&Pmf closed and mf open | $11,000 | +10.0% | 124 | 0.0% | 0.01% | -12.5% | |
F | FORD MOTOR | $11,000 | +37.5% | 1,200 | 0.0% | 0.01% | 0.0% | |
NCZ | Sell | ALLIANZGI CONVmf closed and mf open | $10,000 | -52.4% | 2,000 | -60.0% | 0.01% | -61.1% |
CAKE | CHEESECAKE FACTORY | $10,000 | +42.9% | 258 | 0.0% | 0.01% | +16.7% | |
SCHP | New | SCHWAB USmf closed and mf open | $11,000 | – | 185 | +100.0% | 0.01% | – |
NTG | TORTOISE MIDSTREAMmf closed and mf open | $10,000 | +42.9% | 498 | 0.0% | 0.01% | +16.7% | |
NKE | Sell | NIKE INC | $9,000 | -43.8% | 66 | -49.2% | 0.01% | -53.8% |
IGIB | Buy | ISHARES 5-10 YEARmf closed and mf open | $9,000 | +28.6% | 140 | +27.3% | 0.01% | 0.0% |
UAL | UNITED AIRLINES | $9,000 | +28.6% | 215 | 0.0% | 0.01% | 0.0% | |
BGR | BLACKROCK ENERGYmf closed and mf open | $9,000 | +12.5% | 1,300 | 0.0% | 0.01% | -14.3% | |
CLA | New | COLONNADE ACQUISITION | $9,000 | – | 634 | +100.0% | 0.01% | – |
LUMN | Buy | LUMEN TECHNOLOGIES | $9,000 | +12.5% | 933 | +10.9% | 0.01% | -14.3% |
SE | Buy | SEA LTD | $9,000 | +350.0% | 44 | +193.3% | 0.01% | +200.0% |
SPYG | Buy | SPDR PORTFOLIOmf closed and mf open | $9,000 | +125.0% | 170 | +142.9% | 0.01% | +100.0% |
MO | ALTRIA GROUP | $9,000 | 0.0% | 226 | 0.0% | 0.01% | -25.0% | |
VYM | VANGUARD HIGHmf closed and mf open | $9,000 | +12.5% | 94 | 0.0% | 0.01% | -14.3% | |
CBRL | CRACKER BARREL | $9,000 | +28.6% | 65 | 0.0% | 0.01% | 0.0% | |
EXG | EATON VANCEmf closed and mf open | $9,000 | +28.6% | 1,000 | 0.0% | 0.01% | 0.0% | |
AOD | ABERDEEN TOTALmf closed and mf open | $9,000 | +12.5% | 1,000 | 0.0% | 0.01% | -14.3% | |
PBP | Buy | INVESCO S&Pmf closed and mf open | $8,000 | +14.3% | 387 | +0.5% | 0.01% | -16.7% |
TSM | Buy | TAIWAN SEMICONDUCTOR | $8,000 | +166.7% | 72 | +80.0% | 0.01% | +66.7% |
ULTA | Buy | ULTA BEAUTY | $7,000 | +75.0% | 26 | +30.0% | 0.01% | +66.7% |
AGRX | AGILE THERAPEUTICS | $7,000 | -12.5% | 2,500 | 0.0% | 0.01% | -28.6% | |
AMRN | Sell | AMARIN CORP | $8,000 | -11.1% | 1,730 | -22.4% | 0.01% | -37.5% |
AEP | AMERICAN ELECTRIC | $7,000 | 0.0% | 90 | 0.0% | 0.01% | -16.7% | |
DAL | DELTA AIRLINES | $8,000 | +33.3% | 210 | 0.0% | 0.01% | 0.0% | |
SSYS | Buy | STRATASYS LTD | $8,000 | +100.0% | 369 | +6.3% | 0.01% | +66.7% |
ADI | ANALOG DEVICES | $7,000 | +16.7% | 50 | 0.0% | 0.01% | 0.0% | |
ENTG | Buy | ENTEGRIS INC | $7,000 | +600.0% | 74 | +362.5% | 0.01% | +400.0% |
EXPE | EXPEDIA GROUP | $7,000 | +40.0% | 50 | 0.0% | 0.01% | +25.0% | |
FPF | FIRST TRUSTmf closed and mf open | $7,000 | +16.7% | 300 | 0.0% | 0.01% | 0.0% | |
FCX | FREEPORT MCMORAN | $8,000 | +60.0% | 321 | 0.0% | 0.01% | +25.0% | |
GKOS | GLAUKOS CORP | $8,000 | +60.0% | 100 | 0.0% | 0.01% | +25.0% | |
GSLC | New | GOLDMAN SACHSmf closed and mf open | $7,000 | – | 92 | +100.0% | 0.01% | – |
HAL | Sell | HALLIBURTON COMPANY | $7,000 | -22.2% | 352 | -53.2% | 0.01% | -37.5% |
ITW | ILLINOIS TOOL | $7,000 | 0.0% | 34 | 0.0% | 0.01% | -16.7% | |
PDN | New | INVESCO EXCHANGEmf closed and mf open | $8,000 | – | 231 | +100.0% | 0.01% | – |
BSCP | INVESCO BULLETSHARESmf closed and mf open | $8,000 | 0.0% | 347 | 0.0% | 0.01% | -28.6% | |
ISBC | 9INVESTORS BANCORP | $8,000 | +60.0% | 719 | 0.0% | 0.01% | +25.0% | |
IGV | ISHARES EXPANDEDmf closed and mf open | $7,000 | 0.0% | 21 | 0.0% | 0.01% | -16.7% | |
REM | ISHARES MORTGAGEmf closed and mf open | $8,000 | +33.3% | 250 | 0.0% | 0.01% | 0.0% | |
MA | Buy | MASTERCARD INC | $8,000 | +100.0% | 23 | +76.9% | 0.01% | +66.7% |
MET | METLIFE INC | $8,000 | +14.3% | 175 | 0.0% | 0.01% | -16.7% | |
MU | Buy | MICRON TECHNOLOGY INC | $8,000 | +300.0% | 111 | +109.4% | 0.01% | +150.0% |
NJR | Sell | NEW JERSEY | $7,000 | -22.2% | 190 | -39.7% | 0.01% | -37.5% |
NVS | NOVARTIS AG | $7,000 | 0.0% | 79 | 0.0% | 0.01% | -16.7% | |
JQC | NUVEEN CREDITmf closed and mf open | $8,000 | 0.0% | 1,300 | 0.0% | 0.01% | -28.6% | |
OHI | OMEGA HEALTHCARE | $7,000 | +16.7% | 200 | 0.0% | 0.01% | 0.0% | |
OPRT | OPORTUN FINANCIAL | $8,000 | +60.0% | 400 | 0.0% | 0.01% | +25.0% | |
PNC | Buy | PNC FINANCIAL | $7,000 | +133.3% | 48 | +71.4% | 0.01% | +66.7% |
CB | CHUBB LTD | $7,000 | +40.0% | 44 | 0.0% | 0.01% | +25.0% | |
TEAM | ATLASSIAN CORP | $7,000 | +40.0% | 30 | 0.0% | 0.01% | +25.0% | |
PINC | PREMIER INC | $7,000 | 0.0% | 200 | 0.0% | 0.01% | -16.7% | |
ROKU | ROKU INC | $7,000 | +75.0% | 20 | 0.0% | 0.01% | +66.7% | |
ZNGA | ZYNGA INC | $7,000 | +16.7% | 700 | 0.0% | 0.01% | 0.0% | |
SCHA | New | SCHWAB USmf closed and mf open | $7,000 | – | 75 | +100.0% | 0.01% | – |
XLY | Sell | CONSUMER DISCRETIONARYmf closed and mf open | $8,000 | -11.1% | 50 | -13.8% | 0.01% | -37.5% |
SHW | SHERWIN WILLIAMS | $7,000 | 0.0% | 10 | 0.0% | 0.01% | -16.7% | |
ABC | AMERISOURCEBERGEN CORP | $6,000 | 0.0% | 61 | 0.0% | 0.00% | -20.0% | |
SCHC | New | SCHWAB INTLmf closed and mf open | $6,000 | – | 167 | +100.0% | 0.00% | – |
EAD | Sell | WELLS FARGOmf closed and mf open | $6,000 | -86.7% | 700 | -88.7% | 0.00% | -89.5% |
APD | AIR PRODUCTS | $6,000 | 0.0% | 21 | 0.0% | 0.00% | -20.0% | |
RTX | RAYTHEON TECHNOLOGIES | $6,000 | +50.0% | 78 | 0.0% | 0.00% | +33.3% | |
PCRX | PACIRA BIOSCIENCES | $6,000 | 0.0% | 100 | 0.0% | 0.00% | -20.0% | |
QTEC | Buy | FIRST TRUSTmf closed and mf open | $6,000 | +200.0% | 43 | +207.1% | 0.00% | +100.0% |
SCHE | New | SCHWAB EMERGINGmf closed and mf open | $6,000 | – | 205 | +100.0% | 0.00% | – |
ICPT | INTERCEPT PHARMACEUTICAL | $6,000 | -40.0% | 250 | 0.0% | 0.00% | -50.0% | |
BIV | VANGUARD INTERMEDIATEmf closed and mf open | $6,000 | 0.0% | 60 | 0.0% | 0.00% | -20.0% | |
LHX | L3HARRIS TECHNOLOGIES | $6,000 | +20.0% | 30 | 0.0% | 0.00% | 0.0% | |
ASND | ASCENDIS PHARMA | $6,000 | +20.0% | 35 | 0.0% | 0.00% | 0.0% | |
ARKK | New | ARK INNOVATIONmf closed and mf open | $6,000 | – | 51 | +100.0% | 0.00% | – |
VEEV | VEEVA SYSTEMS | $6,000 | 0.0% | 22 | 0.0% | 0.00% | -20.0% | |
PGR | PROGRESSIVE CORP | $6,000 | 0.0% | 59 | 0.0% | 0.00% | -20.0% | |
MRVL | MARVELL TECHNOLOGY | $6,000 | +20.0% | 125 | 0.0% | 0.00% | 0.0% | |
CLOU | New | GLOBAL CLOUDmf closed and mf open | $6,000 | – | 201 | +100.0% | 0.00% | – |
EWZ | Sell | ISHARES MSCImf closed and mf open | $6,000 | 0.0% | 158 | -20.6% | 0.00% | -20.0% |
CHKP | CHECK POINT | $6,000 | +20.0% | 45 | 0.0% | 0.00% | 0.0% | |
HCA | HCA HEALTHCARE | $6,000 | +50.0% | 35 | 0.0% | 0.00% | +33.3% | |
RDSB | ROYAL DUTCH | $6,000 | +20.0% | 191 | 0.0% | 0.00% | 0.0% | |
SCHH | New | SCHWAB USmf closed and mf open | $6,000 | – | 155 | +100.0% | 0.00% | – |
DOW | DOW INC | $6,000 | +20.0% | 113 | 0.0% | 0.00% | 0.0% | |
TAN | INVESCO SOLARmf closed and mf open | $6,000 | +100.0% | 54 | 0.0% | 0.00% | +33.3% | |
RVLV | REVOLVE GROUP | $6,000 | +100.0% | 200 | 0.0% | 0.00% | +33.3% | |
LEVI | LEVI STRAUSS | $4,000 | +33.3% | 200 | 0.0% | 0.00% | 0.0% | |
NOK | NOKIA CORP | $5,000 | 0.0% | 1,200 | 0.0% | 0.00% | -25.0% | |
IVZ | INVESCO LTD | $5,000 | +66.7% | 300 | 0.0% | 0.00% | 0.0% | |
TXN | Buy | TEXAS INSTRUMENTS | $4,000 | +33.3% | 24 | +33.3% | 0.00% | 0.0% |
KEY | KEYCORP NEW | $5,000 | +66.7% | 276 | 0.0% | 0.00% | 0.0% | |
JAX | J ALEXANDERS | $4,000 | +33.3% | 485 | 0.0% | 0.00% | 0.0% | |
OXY | OCCIDENTAL PETROLEUM | $5,000 | +66.7% | 312 | 0.0% | 0.00% | 0.0% | |
ETN | Buy | EATON CORP | $4,000 | +100.0% | 32 | +113.3% | 0.00% | +50.0% |
TEL | Buy | TE CONNECTIVITY | $5,000 | +66.7% | 43 | +34.4% | 0.00% | 0.0% |
TEVA | Sell | TEVA PHARMACEUTICAL | $5,000 | -28.6% | 555 | -26.5% | 0.00% | -50.0% |
HYXU | ISHARES GLOBALmf closed and mf open | $5,000 | +25.0% | 80 | 0.0% | 0.00% | 0.0% | |
CZA | Buy | INVESCO ZACKSmf closed and mf open | $4,000 | +100.0% | 50 | +42.9% | 0.00% | +50.0% |
PVH | PVH CORP | $5,000 | +66.7% | 50 | 0.0% | 0.00% | 0.0% | |
AHT | Buy | ASHFORD HOSPITALITY | $5,000 | +150.0% | 2,096 | +109.6% | 0.00% | +50.0% |
IP | INTERNATIONAL PAPER | $5,000 | +25.0% | 100 | 0.0% | 0.00% | 0.0% | |
SYY | SYSCO CORP | $5,000 | 0.0% | 73 | 0.0% | 0.00% | -25.0% | |
EPRF | New | INNOVATOR S&Pmf closed and mf open | $5,000 | – | 195 | +100.0% | 0.00% | – |
IEX | New | IDEX CORP | $4,000 | – | 20 | +100.0% | 0.00% | – |
HYLN | New | HYLIION HOLDINGS | $4,000 | – | 250 | +100.0% | 0.00% | – |
SYF | SYNCHRONY FINANCIAL | $5,000 | +66.7% | 131 | 0.0% | 0.00% | 0.0% | |
GD | GENERAL DYNAMICS | $4,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
GIII | G-III APPAREL | $5,000 | +66.7% | 200 | 0.0% | 0.00% | 0.0% | |
SAVE | Sell | SPIRIT AIRLINES | $5,000 | -37.5% | 200 | -60.0% | 0.00% | -57.1% |
BNDC | New | FLEXSHARES COREmf closed and mf open | $5,000 | – | 185 | +100.0% | 0.00% | – |
FIVE | FIVE BELOW | $4,000 | +33.3% | 23 | 0.0% | 0.00% | 0.0% | |
ALC | Buy | ALCON INC | $4,000 | +300.0% | 58 | +314.3% | 0.00% | +200.0% |
FE | New | FIRSTENERGY CORP | $5,000 | – | 155 | +100.0% | 0.00% | – |
FDS | FACTSET RESEARCH | $5,000 | 0.0% | 15 | 0.0% | 0.00% | -25.0% | |
ES | EVERSOURCE ENERGY | $5,000 | 0.0% | 54 | 0.0% | 0.00% | -25.0% | |
PSA | PUBLIC STORAGE | $5,000 | +25.0% | 20 | 0.0% | 0.00% | 0.0% | |
ATRS | ANTARES PHARMA | $4,000 | +33.3% | 1,000 | 0.0% | 0.00% | 0.0% | |
WTRG | ESSENTIAL UTILITIES | $5,000 | +25.0% | 104 | 0.0% | 0.00% | 0.0% | |
BUD | ANHEUSER BUSCH | $4,000 | +33.3% | 53 | 0.0% | 0.00% | 0.0% | |
ECL | New | ECOLAB INC | $4,000 | – | 17 | +100.0% | 0.00% | – |
MJ | Sell | ETFMG ALTERNATIVEmf closed and mf open | $4,000 | 0.0% | 265 | -29.7% | 0.00% | 0.0% |
FIVG | New | ETF DEFIANCEmf closed and mf open | $5,000 | – | 153 | +100.0% | 0.00% | – |
AIG | Buy | AMERICAN INTL | $4,000 | – | 114 | +5600.0% | 0.00% | – |
APTV | APTIV PLC | $4,000 | +33.3% | 32 | 0.0% | 0.00% | 0.0% | |
ACM | AECOM | $4,000 | +33.3% | 72 | 0.0% | 0.00% | 0.0% | |
DG | New | DOLLAR GENL | $4,000 | – | 21 | +100.0% | 0.00% | – |
DDOG | DATADOG INC | $5,000 | 0.0% | 50 | 0.0% | 0.00% | -25.0% | |
ARKG | New | ARK GENOMICmf closed and mf open | $5,000 | – | 55 | +100.0% | 0.00% | – |
CL | COLGATE-PALMOLIVE | $4,000 | +33.3% | 41 | 0.0% | 0.00% | 0.0% | |
STX | SEAGATE TECHNOLOGY | $4,000 | +33.3% | 57 | 0.0% | 0.00% | 0.0% | |
WEX | New | WEX INC | $4,000 | – | 19 | +100.0% | 0.00% | – |
WEC | WEC ENERGY | $5,000 | 0.0% | 54 | 0.0% | 0.00% | -25.0% | |
VRSK | New | VERISK ANALYTICS | $4,000 | – | 20 | +100.0% | 0.00% | – |
CAH | CARDINAL HEALTH | $5,000 | +25.0% | 93 | 0.0% | 0.00% | 0.0% | |
VMBS | New | VANGUARD MORTGAGEmf closed and mf open | $4,000 | – | 66 | +100.0% | 0.00% | – |
BEPC | Buy | BROOKFIELD RENEWABLE | $5,000 | +66.7% | 77 | +48.1% | 0.00% | 0.0% |
VFC | V F CORP | $5,000 | +25.0% | 55 | 0.0% | 0.00% | 0.0% | |
SNY | New | SANOFI | $4,000 | – | 91 | +100.0% | 0.00% | – |
UHS | UNIVERSAL HEALTH | $5,000 | +25.0% | 35 | 0.0% | 0.00% | 0.0% | |
SCHX | New | SCHWAB USmf closed and mf open | $5,000 | – | 56 | +100.0% | 0.00% | – |
NOW | SERVICENOW INC | $5,000 | +25.0% | 9 | 0.0% | 0.00% | 0.0% | |
TWTR | TWITTER INC | $4,000 | +33.3% | 70 | 0.0% | 0.00% | 0.0% | |
CP | CANADIAN PACIFIC | $5,000 | 0.0% | 15 | 0.0% | 0.00% | -25.0% | |
MOS | MOSAIC COMPANY | $4,000 | +33.3% | 177 | 0.0% | 0.00% | 0.0% | |
WRB | New | BERKLEY W R | $4,000 | – | 54 | +100.0% | 0.00% | – |
MNST | MONSTER BEVERAGE | $4,000 | +33.3% | 43 | 0.0% | 0.00% | 0.0% | |
LYFT | LYFT INC | $5,000 | +66.7% | 100 | 0.0% | 0.00% | 0.0% | |
LULU | LULULEMON ATHLETICA | $5,000 | 0.0% | 15 | 0.0% | 0.00% | -25.0% | |
BK | BANK NEW YORK | $5,000 | +25.0% | 124 | 0.0% | 0.00% | 0.0% | |
APLE | APPLE HOSPITALITY | $5,000 | +25.0% | 378 | 0.0% | 0.00% | 0.0% | |
DIV | GLOBAL Xmf closed and mf open | $4,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
GSK | GLAXOSMITHKLINE PLC | $5,000 | 0.0% | 134 | 0.0% | 0.00% | -25.0% | |
PSX | PHILLIPS 66 | $3,000 | +50.0% | 36 | 0.0% | 0.00% | 0.0% | |
SNAP | Sell | SNAP INC | $3,000 | -25.0% | 50 | -66.7% | 0.00% | -33.3% |
HDB | New | HDFC BANK | $3,000 | – | 40 | +100.0% | 0.00% | – |
ARMK | New | ARAMARK | $3,000 | – | 74 | +100.0% | 0.00% | – |
INFO | New | IHS MARKIT | $3,000 | – | 28 | +100.0% | 0.00% | – |
ALT | ALTIMMUNE INC | $3,000 | -25.0% | 300 | 0.0% | 0.00% | -33.3% | |
MTCH | MATCH GROUP | $3,000 | +50.0% | 17 | 0.0% | 0.00% | 0.0% | |
IT | New | GARTNER INC | $3,000 | – | 21 | +100.0% | 0.00% | – |
ASML | New | ASML HOLDING | $3,000 | – | 6 | +100.0% | 0.00% | – |
FCEL | New | FUELCELL ENERGY | $3,000 | – | 300 | +100.0% | 0.00% | – |
HXL | New | HEXCEL CORP NEW | $3,000 | – | 69 | +100.0% | 0.00% | – |
PEO | ADAMS NATURALmf closed and mf open | $3,000 | +50.0% | 240 | 0.0% | 0.00% | 0.0% | |
USB | U S BANCORP DE | $3,000 | +50.0% | 62 | 0.0% | 0.00% | 0.0% | |
IWD | ISHARES RUSSELLmf closed and mf open | $3,000 | 0.0% | 23 | 0.0% | 0.00% | -33.3% | |
JBHT | New | HUNT JB | $3,000 | – | 19 | +100.0% | 0.00% | – |
WMB | WILLIAMS COS | $3,000 | 0.0% | 128 | 0.0% | 0.00% | -33.3% | |
CMS | CMS ENERGY | $3,000 | 0.0% | 51 | 0.0% | 0.00% | -33.3% | |
PKG | Buy | PACKAGING CORP | $3,000 | +200.0% | 20 | +150.0% | 0.00% | +100.0% |
XYL | New | XYLEM INC | $3,000 | – | 29 | +100.0% | 0.00% | – |
ACB | AURORA CANNABIS | $3,000 | +50.0% | 356 | 0.0% | 0.00% | 0.0% | |
KGC | KINROSS GOLD | $3,000 | -25.0% | 400 | 0.0% | 0.00% | -33.3% | |
BAX | BAXTER INTL | $3,000 | 0.0% | 35 | 0.0% | 0.00% | -33.3% | |
JPS | NUVEEN PREFERREDmf closed and mf open | $3,000 | 0.0% | 300 | 0.0% | 0.00% | -33.3% | |
MGA | MAGNA INTERNATIONAL | $3,000 | +50.0% | 39 | 0.0% | 0.00% | 0.0% | |
NVO | New | NOVO NORDISK | $3,000 | – | 47 | +100.0% | 0.00% | – |
APH | New | AMPHENOL CORP | $3,000 | – | 21 | +100.0% | 0.00% | – |
BOX | New | BOX INC | $3,000 | – | 144 | +100.0% | 0.00% | – |
EMN | EASTMAN CHEMICAL | $3,000 | +50.0% | 31 | 0.0% | 0.00% | 0.0% | |
JNK | SPDR BLOOMBERGmf closed and mf open | $3,000 | 0.0% | 32 | 0.0% | 0.00% | -33.3% | |
INTU | New | INTUIT INC | $3,000 | – | 8 | +100.0% | 0.00% | – |
SWIR | SIERRA WIRELESS | $3,000 | +50.0% | 200 | 0.0% | 0.00% | 0.0% | |
VAW | VANGUARD MATERIALSmf closed and mf open | $3,000 | 0.0% | 22 | 0.0% | 0.00% | -33.3% | |
KMI | KINDER MORGAN | $3,000 | 0.0% | 245 | 0.0% | 0.00% | -33.3% | |
REZI | RESIDEO TECHNOLOGIES | $3,000 | +200.0% | 131 | 0.0% | 0.00% | +100.0% | |
MMAC | MMA CAPITAL | $3,000 | 0.0% | 120 | 0.0% | 0.00% | -33.3% | |
OXLC | New | OXFORD LANEmf closed and mf open | $3,000 | – | 506 | +100.0% | 0.00% | – |
MGM | MGM RESORTS | $3,000 | +50.0% | 99 | 0.0% | 0.00% | 0.0% | |
IAU | Buy | ISHARES GOLD | $3,000 | – | 187 | +790.5% | 0.00% | – |
LUV | Buy | SOUTHWEST AIRLINES | $3,000 | +50.0% | 75 | +29.3% | 0.00% | 0.0% |
TMX | New | TERMINIX GLOBAL | $3,000 | – | 56 | +100.0% | 0.00% | – |
DLTR | DOLLAR TREE | $3,000 | +50.0% | 25 | 0.0% | 0.00% | 0.0% | |
NICE | NICE LTD | $3,000 | +50.0% | 10 | 0.0% | 0.00% | 0.0% | |
RMBL | New | RUMBLEON INC | $3,000 | – | 94 | +100.0% | 0.00% | – |
AOS | New | SMITH AO | $1,000 | – | 22 | +100.0% | 0.00% | – |
AMLP | ALPS ALERIANmf closed and mf open | $2,000 | +100.0% | 68 | 0.0% | 0.00% | 0.0% | |
ATVI | ACTIVISION BLIZZARD | $2,000 | 0.0% | 25 | 0.0% | 0.00% | -50.0% | |
ASIX | ADVANSIX INC | $1,000 | – | 32 | 0.0% | 0.00% | – | |
ALB | ALBEMARLE CORP | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
NCV | ALLIANZGI CONVmf closed and mf open | $2,000 | 0.0% | 375 | 0.0% | 0.00% | -50.0% | |
AAL | New | AMERICAN AIRLINES | $2,000 | – | 150 | +100.0% | 0.00% | – |
ATR | New | APTARGROUP INC | $2,000 | – | 17 | +100.0% | 0.00% | – |
SAN | New | BANCO SANTANDER | $2,000 | – | 749 | +100.0% | 0.00% | – |
BHC | BAUSCH HEALTH | $2,000 | 0.0% | 100 | 0.0% | 0.00% | -50.0% | |
BBY | Sell | BEST BUY | $1,000 | -92.9% | 11 | -91.2% | 0.00% | -91.7% |
BIO | New | BIO RAD | $1,000 | – | 2 | +100.0% | 0.00% | – |
TECH | New | BIO-TECHNE | $2,000 | – | 6 | +100.0% | 0.00% | – |
BB | BLACKBERRY LTD | $1,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% | |
BLUE | BLUEBIRD BIO | $2,000 | -33.3% | 50 | 0.0% | 0.00% | -66.7% | |
BMYRT | Sell | BRISTOL MYERSrights and bearer warrants; warrants (except bearer) | $1,000 | -83.3% | 1,703 | -34.6% | 0.00% | -80.0% |
BTI | BRITISH AMERN | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
BR | New | BROADRIDGE FINANCIAL | $2,000 | – | 13 | +100.0% | 0.00% | – |
BURL | New | BURLINGTON STORES | $1,000 | – | 5 | +100.0% | 0.00% | – |
CDW | New | CDW CORP | $1,000 | – | 11 | +100.0% | 0.00% | – |
COG | CABOT OIL | $1,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% | |
CSL | CARLISLE COMPANIES | $2,000 | +100.0% | 12 | 0.0% | 0.00% | 0.0% | |
CARR | CARRIER GLOBAL | $2,000 | 0.0% | 58 | 0.0% | 0.00% | -50.0% | |
CDR | New | CEDAR REALTY | $2,000 | – | 151 | +100.0% | 0.00% | – |
CHTR | CHARTER COMMUNICATIONS | $1,000 | 0.0% | 1 | 0.0% | 0.00% | 0.0% | |
CC | CHEMOURS COMPANY | $1,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% | |
CHH | New | CHOICE HOTELS INTL INC | $2,000 | – | 18 | +100.0% | 0.00% | – |
CFG | CITIZENS FINANCIAL | $1,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
CTXS | CITRIX SYSTEMS INC | $2,000 | 0.0% | 12 | 0.0% | 0.00% | -50.0% | |
CLF | CLEVELAND CLIFFS | $1,000 | 0.0% | 97 | 0.0% | 0.00% | 0.0% | |
CGNX | COGNEX CORP | $2,000 | +100.0% | 20 | 0.0% | 0.00% | 0.0% | |
CTSH | New | COGNIZANT TECH | $2,000 | – | 25 | +100.0% | 0.00% | – |
COLM | New | COLUMBIA SPORTSWEAR | $2,000 | – | 18 | +100.0% | 0.00% | – |
CNDT | CONDUENT INC | $1,000 | 0.0% | 275 | 0.0% | 0.00% | 0.0% | |
STZ | Buy | CONSTELLATION BRANDS | $1,000 | – | 5 | +100.0% | 0.00% | – |
CTVA | Sell | CORTEVA INC | $1,000 | -66.7% | 14 | -87.2% | 0.00% | -66.7% |
Buy | CALL 4 CRESTWOOD EQUITYcall | $2,000 | – | 6 | +20.0% | 0.00% | – | |
DBVT | DBV TECHNOLOGIES | $1,000 | – | 215 | 0.0% | 0.00% | – | |
DHI | New | D R HORTON | $1,000 | – | 13 | +100.0% | 0.00% | – |
DXC | DXC TECHNOLOGY | $1,000 | – | 24 | 0.0% | 0.00% | – | |
XRAY | New | DENTSPLY SIRONA | $2,000 | – | 35 | +100.0% | 0.00% | – |
DEO | DIAGEO PLC | $2,000 | 0.0% | 15 | 0.0% | 0.00% | -50.0% | |
DFS | DISCOVER FINANCIAL | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
EOG | EOG RESOURCES | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
PFFR | ETFIS INFRACAPmf closed and mf open | $2,000 | 0.0% | 100 | 0.0% | 0.00% | -50.0% | |
KODK | EASTMAN KODAK | $1,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
EV | EATON VANCE | $2,000 | +100.0% | 36 | 0.0% | 0.00% | 0.0% | |
EBAY | Sell | EBAY INC | $2,000 | 0.0% | 31 | -24.4% | 0.00% | -50.0% |
EIX | New | EDISON INTL | $2,000 | – | 38 | +100.0% | 0.00% | – |
EOSE | New | EOS ENERGY | $1,000 | – | 50 | +100.0% | 0.00% | – |
NVST | New | ENVISTA HOLDINGS | $2,000 | – | 72 | +100.0% | 0.00% | – |
EEFT | New | EURONET WORLDWIDE | $2,000 | – | 14 | +100.0% | 0.00% | – |
FICO | New | FAIR ISAAC | $1,000 | – | 2 | +100.0% | 0.00% | – |
FITB | FIFTH THIRD | $1,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
FNKO | FUNKO INC | $2,000 | +100.0% | 150 | 0.0% | 0.00% | 0.0% | |
GSIE | New | GOLDMAN SACHSmf closed and mf open | $1,000 | – | 26 | +100.0% | 0.00% | – |
GPRO | GOPRO INC | $1,000 | – | 100 | 0.0% | 0.00% | – | |
HPQ | HP INC | $2,000 | +100.0% | 78 | 0.0% | 0.00% | 0.0% | |
HEI | New | HEICO CORP | $1,000 | – | 8 | +100.0% | 0.00% | – |
HSY | HERSHEY COMPANY | $1,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
IAA | New | IAA INC | $2,000 | – | 33 | +100.0% | 0.00% | – |
INO | INOVIO PHARMACEUTICALS | $1,000 | -50.0% | 150 | 0.0% | 0.00% | -50.0% | |
VVR | INVESCO SENIORmf closed and mf open | $2,000 | 0.0% | 500 | 0.0% | 0.00% | -50.0% | |
IWS | ISHARES RUSSmf closed and mf open | $2,000 | 0.0% | 25 | 0.0% | 0.00% | -50.0% | |
IYR | ISHARES U Smf closed and mf open | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
IYH | ISHARES U Smf closed and mf open | $2,000 | 0.0% | 10 | 0.0% | 0.00% | -50.0% | |
EMB | Sell | ISHARES JPMORGANmf closed and mf open | $2,000 | -50.0% | 18 | -53.8% | 0.00% | -66.7% |
EFV | ISHARES MSCImf closed and mf open | $1,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% | |
JLL | New | JONES LANG | $1,000 | – | 9 | +100.0% | 0.00% | – |
KHC | KRAFT HEINZ | $1,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
LH | New | LABORATORY CORP | $2,000 | – | 8 | +100.0% | 0.00% | – |
LSTR | New | LANDSTAR SYSTEM | $2,000 | – | 13 | +100.0% | 0.00% | – |
EL | New | ESTEE LAUDER | $2,000 | – | 9 | +100.0% | 0.00% | – |
LII | New | LENNOX INTL INC | $2,000 | – | 7 | +100.0% | 0.00% | – |
MGPI | MGP INGREDIENTS | $1,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
M | Sell | MACYS INC | $1,000 | -97.7% | 48 | -99.4% | 0.00% | -97.3% |
MANH | New | MANHATTAN ASSOCS | $2,000 | – | 16 | +100.0% | 0.00% | – |
MDLZ | New | MONDELEZ INTERNATIONAL | $2,000 | – | 37 | +100.0% | 0.00% | – |
MORN | New | MORNINGSTAR INC | $2,000 | – | 7 | +100.0% | 0.00% | – |
NML | NEUBERGER BERMANmf closed and mf open | $1,000 | – | 200 | 0.0% | 0.00% | – | |
NKLA | NIKOLA CORP | $1,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% | |
NDSN | New | NORDSON CORP | $2,000 | – | 9 | +100.0% | 0.00% | – |
NUVA | NUVASIVE INC | $1,000 | – | 9 | 0.0% | 0.00% | – | |
OMC | OMNICOM GROUP | $2,000 | 0.0% | 35 | 0.0% | 0.00% | -50.0% | |
TURN | 180 DEGREE | $1,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
OCC | OPTICAL CABLE | $1,000 | -50.0% | 500 | 0.0% | 0.00% | -50.0% | |
OTIS | OTIS WORLDWIDE | $2,000 | 0.0% | 27 | 0.0% | 0.00% | -50.0% | |
PPL | PPL CORP | $1,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
PCAR | PACCAR INC | $1,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
PANW | PALO ALTO | $2,000 | +100.0% | 6 | 0.0% | 0.00% | 0.0% | |
PH | New | PARKER-HANNIFIN CORP | $2,000 | – | 6 | +100.0% | 0.00% | – |
PEGA | PEGASYSTEMS INC | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
PII | POLARIS INC | $2,000 | 0.0% | 20 | 0.0% | 0.00% | -50.0% | |
POOL | New | POOL CORP | $1,000 | – | 3 | +100.0% | 0.00% | – |
PFPT | PROOFPOINT INC | $2,000 | +100.0% | 11 | 0.0% | 0.00% | 0.0% | |
RMR | Sell | RMR GROUP | $2,000 | -33.3% | 40 | -62.3% | 0.00% | -66.7% |
RPM | New | RPM INTL INC | $2,000 | – | 25 | +100.0% | 0.00% | – |
RSG | REPUBLIC SERVICES | $1,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
RAD | RITE AID | $2,000 | +100.0% | 145 | 0.0% | 0.00% | 0.0% | |
RDSA | ROYAL DUTCH | $2,000 | 0.0% | 60 | 0.0% | 0.00% | -50.0% | |
GLD | SPDR GOLD | $1,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
SRLN | SPDR BLACKSTONEmf closed and mf open | $2,000 | 0.0% | 34 | 0.0% | 0.00% | -50.0% | |
SBRA | SABRA HEALTH | $2,000 | +100.0% | 102 | 0.0% | 0.00% | 0.0% | |
SCHW | New | SCHWAB CHARLES | $1,000 | – | 21 | +100.0% | 0.00% | – |
FNDC | New | SCHWAB FUNDAMENTALmf closed and mf open | $1,000 | – | 43 | +100.0% | 0.00% | – |
SCHR | New | SCHWAB INTERMEDIATEmf closed and mf open | $2,000 | – | 40 | +100.0% | 0.00% | – |
CALL 1 SIRIUS XM HLDGS Icall | $1,000 | – | 5 | 0.0% | 0.00% | – | ||
SWK | New | STANLEY BLACK | $1,000 | – | 8 | +100.0% | 0.00% | – |
STLD | New | STEEL DYNAMICS INC | $2,000 | – | 60 | +100.0% | 0.00% | – |
TAK | TAKEDA PHARMACEUTICAL | $2,000 | 0.0% | 110 | 0.0% | 0.00% | -50.0% | |
TRU | New | TRANSUNION | $1,000 | – | 15 | +100.0% | 0.00% | – |
TRV | New | TRAVELERS COS | $1,000 | – | 10 | +100.0% | 0.00% | – |
TRMB | New | TRIMBLE INC | $2,000 | – | 30 | +100.0% | 0.00% | – |
TFC | New | TRUIST FINANCIAL | $2,000 | – | 44 | +100.0% | 0.00% | – |
UMC | UNITED MICROELECTRONICS | $2,000 | +100.0% | 292 | 0.0% | 0.00% | 0.0% | |
VNQI | New | VANGUARD GLOBALmf closed and mf open | $2,000 | – | 45 | +100.0% | 0.00% | – |
VCLT | New | VANGUARD LONGmf closed and mf open | $1,000 | – | 5 | +100.0% | 0.00% | – |
BLHY | VIRTUS NEWFLEETmf closed and mf open | $1,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
WAB | Buy | WABTEC | $2,000 | +100.0% | 21 | +23.5% | 0.00% | 0.0% |
WES | WESTERN MIDSTREAMoil & gas, real estate and reit | $1,000 | 0.0% | 107 | 0.0% | 0.00% | 0.0% | |
WDAY | WORKDAY INC | $2,000 | 0.0% | 10 | 0.0% | 0.00% | -50.0% | |
WKHS | WORKHORSE GROUP | $2,000 | -33.3% | 125 | 0.0% | 0.00% | -66.7% | |
WH | WYNDHAM HOTELS | $1,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
ACN | New | ACCENTURE PLC | $2,000 | – | 6 | +100.0% | 0.00% | – |
BG | BUNGE LIMITED | $1,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
GAN | New | GAN LTD | $2,000 | – | 100 | +100.0% | 0.00% | – |
JCI | JOHNSON CONTROLS | $1,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
TNP | TSAKOS ENERGY | $1,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% | |
GILT | GILAT SATELLITE | $1,000 | 0.0% | 132 | 0.0% | 0.00% | 0.0% | |
NXPI | NXP SEMICONDUCTORS | $2,000 | 0.0% | 15 | 0.0% | 0.00% | -50.0% | |
SLB | SCHLUMBERGER LTD | $0 | – | 4 | 0.0% | 0.00% | – | |
BHF | Exit | BRIGHTHOUSE FINANCIAL | $0 | – | -15 | -100.0% | 0.00% | – |
DLPH | Exit | DELPHI TECHNOLOGIES | $0 | – | -10 | -100.0% | 0.00% | – |
PRSP | PERSPECTA INC | $0 | – | 5 | 0.0% | 0.00% | – | |
SIFY | SIFY TECHNOLOGIES | $0 | – | 12 | 0.0% | 0.00% | – | |
Exit | CALL 12 WYNN RESORTS LTDcall | $0 | – | -2 | -100.0% | 0.00% | – | |
PTEN | PATTERSON UTI | $0 | – | 47 | 0.0% | 0.00% | – | |
OXYWS | OCCIDENTAL PETErights and bearer warrants; warrants (except bearer) | $0 | – | 37 | 0.0% | 0.00% | – | |
VRTV | Exit | VERITIV CORP | $0 | – | -1 | -100.0% | 0.00% | – |
MLND | MILLENDO THERAPEUTICS | $0 | – | 118 | 0.0% | 0.00% | – | |
KTB | KONTOOR BRANDS | $0 | – | 7 | 0.0% | 0.00% | – | |
GSSC | New | GOLDMAN SACHSmf closed and mf open | $0 | – | 6 | +100.0% | 0.00% | – |
SMFG | SUMITOMO MITSUI | $0 | – | 10 | 0.0% | 0.00% | – | |
GIGB | New | GOLDMAN SACHSmf closed and mf open | $0 | – | 3 | +100.0% | 0.00% | – |
FLR | FLUOR CORP | $0 | – | 25 | 0.0% | 0.00% | – | |
DVAX | DYNAVAX TECHNOLOGIES | $0 | – | 50 | 0.0% | 0.00% | – | |
CALL 1 DUKE ENERGY CORPcall | $0 | – | 1 | 0.0% | 0.00% | – | ||
CRON | CRONOS GROUP | $0 | – | 10 | 0.0% | 0.00% | – | |
CALL 1 CISCO SYSTEMS INCcall | $0 | – | 2 | 0.0% | 0.00% | – | ||
CTRE | CARETRUST REIT | $0 | – | 1 | 0.0% | 0.00% | – | |
TELIGENT INC | $0 | – | 200 | 0.0% | 0.00% | – | ||
BWA | New | BORG WARNER | $0 | – | 3 | +100.0% | 0.00% | – |
BGY | Sell | BLACKROCK ENHANCEDmf closed and mf open | $0 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
AINC | Sell | ASHFORD INC | $0 | – | 22 | -15.4% | 0.00% | – |
New | CALL 12 APPLE INCcall | $0 | – | 0 | +100.0% | 0.00% | – | |
New | CALL 4 VERIZON COMMNS INcall | $0 | – | 1 | +100.0% | 0.00% | – | |
AIGWS | AMERICAN INTLrights and bearer warrants; warrants (except bearer) | $0 | – | 10 | 0.0% | 0.00% | – | |
ALL | ALLSTATE CORP | $0 | – | 4 | 0.0% | 0.00% | – | |
LYB | LYONDELLBASELL INDUSTRIE | $0 | – | 2 | 0.0% | 0.00% | – | |
Exit | CALL 11 GILEAD SCIENCEScall | $0 | – | -2 | -100.0% | 0.00% | – | |
RCL | ROYAL CARIBBEAN | $0 | – | 3 | 0.0% | 0.00% | – | |
ADNT | ADIENT PLC | $0 | – | 12 | 0.0% | 0.00% | – | |
WDC | WESTERN DIGITAL | $0 | – | 7 | 0.0% | 0.00% | – | |
WRK | WESTROCK CO | $0 | – | 8 | 0.0% | 0.00% | – | |
PJP | Exit | INVESCO DYNAMICmf closed and mf open | $0 | – | 0 | +100.0% | 0.00% | – |
WYND | WYNDHAM DESTINATIONS | $0 | – | 11 | 0.0% | 0.00% | – | |
ADS | Exit | ALLIANCE DATA | $0 | – | -11 | -100.0% | 0.00% | – |
AMCR | AMCOR PLC | $0 | – | 15 | 0.0% | 0.00% | – | |
NCR | Exit | NCR CORP | $0 | – | 0 | +100.0% | 0.00% | – |
TDC | Exit | TERADATA CORP | $0 | – | 0 | +100.0% | 0.00% | – |
DDD | Exit | 3D SYSTEMS | $0 | – | -40 | -100.0% | 0.00% | – |
FRO | Exit | FRONTLINE LTD | $0 | – | -80 | -100.0% | -0.00% | – |
VYNE | Exit | VYNE THERAPEUTICS | $0 | – | -359 | -100.0% | -0.00% | – |
ARLO | Exit | ARLO TECHNOLOGIES | $0 | – | -100 | -100.0% | -0.00% | – |
XLP | Exit | SECTOR CONSUMERmf closed and mf open | $0 | – | -15 | -100.0% | -0.00% | – |
Exit | CALL 12 SPIRIT AIRLINEScall | $0 | – | -5 | -100.0% | -0.00% | – | |
CDR | Exit | CEDAR REALTY | $0 | – | -1,000 | -100.0% | -0.00% | – |
CLNE | Exit | CLEAN ENERGY | $0 | – | -500 | -100.0% | -0.00% | – |
GAMR | Exit | ETF MANAGERSmf closed and mf open | $0 | – | -10 | -100.0% | -0.00% | – |
BLOK | Exit | AMPLIFY BLOCKCHAINmf closed and mf open | $0 | – | -100 | -100.0% | -0.00% | – |
LITE | Exit | LUMENTUM HOLDINGS | $0 | – | -25 | -100.0% | -0.00% | – |
AR | Exit | ANTERO RESOURCES | $0 | – | -1,385 | -100.0% | -0.00% | – |
TTE | Exit | TOTAL SE | $0 | – | -100 | -100.0% | -0.00% | – |
CF | Exit | CF INDUSTRIES | $0 | – | -141 | -100.0% | -0.00% | – |
LTC | Exit | LTC PROPERTIES INC | $0 | – | -100 | -100.0% | -0.00% | – |
XLC | Exit | SELECT SECTORmf closed and mf open | $0 | – | -51 | -100.0% | -0.00% | – |
EWJ | Exit | ISHARES MSCImf closed and mf open | $0 | – | -58 | -100.0% | -0.00% | – |
JMIA | Exit | JUMIA TECHNOLOGIES | $0 | – | -350 | -100.0% | -0.00% | – |
XLI | Exit | SECTOR INDUSTRIALmf closed and mf open | $0 | – | -40 | -100.0% | -0.00% | – |
NSC | Exit | NORFOLK SOUTHERN | $0 | – | -30 | -100.0% | -0.01% | – |
LVGO | Exit | LIVONGO HEALTH | $0 | – | -48 | -100.0% | -0.01% | – |
SHLL | Exit | TORTOISE ACQUISITION | $0 | – | -150 | -100.0% | -0.01% | – |
IDLV | Exit | INVESCO S&Pmf closed and mf open | $0 | – | -272 | -100.0% | -0.01% | – |
DNKN | Exit | DUNKIN BRANDS | $0 | – | -116 | -100.0% | -0.01% | – |
LIND | Exit | LINDBLAD EXPEDITIONS | $0 | – | -1,200 | -100.0% | -0.01% | – |
UWM | Exit | PROSHARES ULTRAmf closed and mf open | $0 | – | -200 | -100.0% | -0.01% | – |
PSF | Exit | COHEN & STEERSmf closed and mf open | $0 | – | -500 | -100.0% | -0.01% | – |
KC | Exit | KINGSOFT CLOUD | $0 | – | -500 | -100.0% | -0.01% | – |
CLLS | Exit | CELLECTIS S A | $0 | – | -1,000 | -100.0% | -0.02% | – |
BITA | Exit | BITAUTO HOLDINGS | $0 | – | -1,400 | -100.0% | -0.02% | – |
NOBL | Exit | PROSHARES TRUSTmf closed and mf open | $0 | – | -300 | -100.0% | -0.02% | – |
ALXN | Exit | ALEXION PHARMACEUTICALS | $0 | – | -200 | -100.0% | -0.02% | – |
CLVS | Exit | CLOVIS ONCOLOGY | $0 | – | -5,000 | -100.0% | -0.02% | – |
BDCS | Exit | UBS AGpreferred stock | $0 | – | -1,972 | -100.0% | -0.02% | – |
GCI | Exit | GANNETT COMPANY | $0 | – | -23,280 | -100.0% | -0.02% | – |
NVTA | Exit | INVITAE CORP | $0 | – | -1,000 | -100.0% | -0.04% | – |
RGT | Exit | ROYCE GLOBALmf closed and mf open | $0 | – | -4,090 | -100.0% | -0.04% | – |
BSCK | Exit | INVESCO BULLETSHARESmf closed and mf open | $0 | – | -3,956 | -100.0% | -0.07% | – |
VER | Exit | VEREIT INC | $0 | – | -22,857 | -100.0% | -0.12% | – |
BSJK | Exit | INVESCO BULLETSHARESmf closed and mf open | $0 | – | -7,758 | -100.0% | -0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-29
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF TR | 14 | Q3 2023 | 7.4% |
APPLE INC | 14 | Q3 2023 | 5.9% |
FIRST TRUST | 14 | Q3 2023 | 4.0% |
AMAZON COM INC | 14 | Q3 2023 | 5.2% |
FIRST TR VALUE LINE DIVID IN | 14 | Q3 2023 | 5.2% |
ISHARES TR | 14 | Q3 2023 | 3.4% |
FIRST TRUST | 14 | Q3 2023 | 3.8% |
JOHNSON & JOHNSON | 14 | Q3 2023 | 1.9% |
MICROSOFT CORP | 14 | Q3 2023 | 1.8% |
ISHARES U S | 14 | Q3 2023 | 2.8% |
View Atlas Private Wealth Advisors's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-01-10 |
13F-HR | 2023-10-11 |
13F-HR | 2023-08-04 |
13F-HR | 2023-04-12 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-18 |
13F-HR/A | 2022-04-26 |
13F-HR | 2022-04-21 |
13F-HR | 2022-04-11 |
View Atlas Private Wealth Advisors'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.