$126 Million is the total value of Rise Advisors, LLC's 672 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 9.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Buy | DIMENSIONAL CORE FIXED INCOME ETF0 | $24,322,926 | +8.8% | 602,500 | +12.5% | 19.28% | +11.6% | |
| VTV | Buy | VANGUARD VALUE ETF0 | $18,152,244 | +1.2% | 131,605 | +4.2% | 14.39% | +3.7% |
| VUG | Buy | VANGUARD GROWTH ETF0 | $17,671,894 | +2.5% | 64,896 | +6.5% | 14.01% | +5.1% |
| VNLA | Buy | JANUS HENDERSON SHORT DURATION INCOME ETF0 | $9,110,697 | +8.9% | 189,925 | +8.5% | 7.22% | +11.7% |
| DFAT | Buy | DIMENSIONAL U.S. TARGETED VALUE ETF0 | $6,486,205 | +7.4% | 141,961 | +9.0% | 5.14% | +10.1% |
| XLF | Buy | FINANCIAL SELECT SECTOR SPDR FUND0 | $6,008,514 | +6.9% | 181,143 | +8.6% | 4.76% | +9.6% |
| XLI | Buy | INDUSTRIAL SELECT SECTOR SPDR FUND0 | $3,445,969 | +2.9% | 33,991 | +8.9% | 2.73% | +5.5% |
| XSOE | Buy | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND0 | $2,869,021 | -1.2% | 107,575 | +3.5% | 2.27% | +1.3% |
| AAPL | Buy | APPLE INC COM0 | $2,361,870 | -5.7% | 13,795 | +6.9% | 1.87% | -3.3% |
| PYPL | Buy | PAYPAL HLDGS INC COM0 | $2,244,396 | -3.6% | 38,392 | +10.0% | 1.78% | -1.2% |
| JPST | Sell | JPMORGAN ULTRA-SHORT INCOME ETF0 | $1,052,097 | -2.6% | 20,966 | -2.7% | 0.83% | -0.1% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CL B NEW0 | $1,039,690 | +2.3% | 2,968 | -0.4% | 0.82% | +4.8% |
| FLOT | Sell | ISHARES FLOATING RATE BOND ETF0 | $933,212 | -20.0% | 18,338 | -20.1% | 0.74% | -17.9% |
| JAAA | Sell | JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF0 | $847,854 | -4.2% | 16,846 | -5.1% | 0.67% | -1.8% |
| DFAC | Buy | DIMENSIONAL U.S. CORE EQUITY 2 ETF0 | $838,985 | -3.1% | 32,022 | +0.4% | 0.66% | -0.7% |
| TMP | Sell | TOMPKINS FINL CORP COM0 | $776,079 | -12.1% | 15,842 | -0.1% | 0.62% | -10.0% |
| QQQ | Buy | INVESCO QQQ TRUST SERIES I0 | $751,807 | -1.8% | 2,098 | +1.3% | 0.60% | +0.7% |
| XOM | Buy | EXXON MOBIL CORP COM0 | $725,907 | +10.1% | 6,174 | +0.5% | 0.58% | +12.7% |
| IJH | Sell | ISHARES CORE S&P MID-CAP ETF0 | $639,755 | -32.5% | 2,566 | -29.2% | 0.51% | -30.8% |
| AMZN | Buy | AMAZON COM INC COM0 | $531,362 | +10.4% | 4,180 | +13.2% | 0.42% | +13.2% |
| PAYX | Sell | PAYCHEX INC COM0 | $509,451 | -27.0% | 4,417 | -29.2% | 0.40% | -25.0% |
| Sell | DRAFTKINGS INC NEW COM CL A0 | $505,838 | +6.4% | 17,182 | -4.0% | 0.40% | +9.3% | |
| Buy | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF0 | $490,019 | -2.5% | 21,759 | +0.9% | 0.39% | 0.0% | |
| NVDA | Sell | NVIDIA CORPORATION COM0 | $487,644 | -12.6% | 1,121 | -15.0% | 0.39% | -10.2% |
| FBND | Sell | FIDELITY TOTAL BOND ETF0 | $463,675 | -7.1% | 10,645 | -3.2% | 0.37% | -4.7% |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF0 | $451,428 | -4.2% | 7,525 | 0.0% | 0.36% | -1.6% | |
| VIG | Buy | VANGUARD DIVIDEND APPRECIATION ETF0 | $423,096 | -3.9% | 2,723 | +0.4% | 0.34% | -1.5% |
| ISTB | Sell | ISHARES CORE 1-5 YEAR USD BOND ETF0 | $403,163 | -29.9% | 8,693 | -29.5% | 0.32% | -28.1% |
| CSCO | Buy | CISCO SYS INC COM0 | $370,732 | +17.8% | 6,896 | +13.4% | 0.29% | +21.0% |
| FTEC | Sell | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF0 | $362,728 | -39.4% | 2,951 | -35.6% | 0.29% | -37.8% |
| MCD | Buy | MCDONALDS CORP COM0 | $348,989 | -5.4% | 1,325 | +7.2% | 0.28% | -2.8% |
| MSFT | Sell | MICROSOFT CORP COM0 | $332,096 | -67.3% | 1,052 | -64.7% | 0.26% | -66.5% |
| IWM | Buy | ISHARES RUSSELL 2000 ETF0 | $320,051 | +2.1% | 1,811 | +8.2% | 0.25% | +5.0% |
| BAC | Buy | BANK AMERICA CORP COM0 | $311,496 | -2.1% | 11,377 | +2.5% | 0.25% | +0.4% |
| SPY | Buy | SPDR S&P 500 ETF TRUST0 | $311,483 | +9.2% | 729 | +13.4% | 0.25% | +12.3% |
| GOOG | Buy | ALPHABET INC CAP STK CL C0 | $310,507 | +25.1% | 2,355 | +14.8% | 0.25% | +28.1% |
| PFE | Buy | PFIZER INC COM0 | $301,642 | -5.5% | 9,094 | +4.5% | 0.24% | -3.2% |
| COST | COSTCO WHSL CORP NEW COM0 | $297,610 | +4.8% | 527 | 0.0% | 0.24% | +7.3% | |
| IEFA | Sell | ISHARES CORE MSCI EAFE ETF0 | $294,857 | -68.4% | 4,582 | -66.9% | 0.23% | -67.5% |
| MRK | Sell | MERCK & CO INC COM0 | $284,901 | -45.0% | 2,767 | -38.4% | 0.23% | -43.6% |
| HD | Sell | HOME DEPOT INC COM0 | $284,684 | -60.9% | 942 | -59.8% | 0.23% | -59.8% |
| CAT | Buy | CATERPILLAR INC COM0 | $271,861 | +32.8% | 996 | +19.7% | 0.22% | +36.7% |
| ZBH | Sell | ZIMMER BIOMET HOLDINGS INC COM0 | $264,504 | -26.7% | 2,357 | -5.0% | 0.21% | -24.7% |
| CMG | Sell | CHIPOTLE MEXICAN GRILL INC COM0 | $260,120 | -17.8% | 142 | -4.1% | 0.21% | -15.9% |
| VIGI | Buy | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF0 | $246,264 | -4.8% | 3,452 | +0.2% | 0.20% | -2.5% |
| MMM | Buy | 3M CO COM0 | $244,132 | +1.8% | 2,608 | +8.8% | 0.19% | +4.9% |
| KO | Buy | COCA COLA CO COM0 | $243,724 | +24.0% | 4,354 | +33.4% | 0.19% | +27.0% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRUST0 | $243,223 | +9.6% | 533 | +15.1% | 0.19% | +12.2% |
| VZ | Buy | VERIZON COMMUNICATIONS INC COM0 | $240,645 | +21.2% | 7,425 | +39.1% | 0.19% | +24.8% |
| AGG | Sell | ISHARES CORE U.S. AGGREGATE BOND ETF0 | $234,426 | -73.3% | 2,493 | -72.2% | 0.19% | -72.6% |
| BX | Buy | BLACKSTONE INC COM0 | $231,398 | +43.8% | 2,160 | +24.8% | 0.18% | +47.6% |
| STZ | Sell | CONSTELLATION BRANDS INC CL A0 | $228,705 | -7.5% | 910 | -9.5% | 0.18% | -5.2% |
| SO | Buy | SOUTHERN CO COM0 | $223,739 | +28.8% | 3,457 | +39.8% | 0.18% | +32.1% |
| USB | Buy | US BANCORP DEL COM NEW0 | $219,020 | +33.6% | 6,625 | +33.5% | 0.17% | +37.0% |
| PRU | Buy | PRUDENTIAL FINL INC COM0 | $218,487 | +63.4% | 2,303 | +51.9% | 0.17% | +68.0% |
| IVV | Sell | ISHARES CORE S&P 500 ETF0 | $217,299 | -37.0% | 506 | -34.5% | 0.17% | -35.3% |
| JNJ | Sell | JOHNSON & JOHNSON COM0 | $212,698 | -6.6% | 1,366 | -0.7% | 0.17% | -4.0% |
| ETN | Buy | EATON CORP PLC SHS0 | $212,415 | +37.5% | 996 | +29.7% | 0.17% | +41.2% |
| ED | Buy | CONSOLIDATED EDISON INC COM0 | $210,286 | +40.1% | 2,459 | +48.0% | 0.17% | +44.0% |
| VBR | Sell | VANGUARD SMALL CAP VALUE ETF0 | $210,983 | -60.0% | 1,323 | -58.5% | 0.17% | -59.1% |
| WM | Buy | WASTE MGMT INC DEL COM0 | $209,830 | +18.7% | 1,376 | +35.0% | 0.17% | +21.2% |
| TSLA | Sell | TESLA INC COM0 | $207,204 | -12.9% | 828 | -8.9% | 0.16% | -10.9% |
| PKG | Buy | PACKAGING CORP AMER COM0 | $204,888 | +85.6% | 1,334 | +59.8% | 0.16% | +90.6% |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N V SHS - A -0 | $201,222 | +60.8% | 2,125 | +55.9% | 0.16% | +64.9% |
| UPS | Buy | UNITED PARCEL SERVICE INC CL B0 | $193,960 | +31.1% | 1,244 | +50.8% | 0.15% | +35.1% |
| LLY | Buy | ELI LILLY & CO COM0 | $192,369 | +40.0% | 358 | +22.2% | 0.15% | +44.3% |
| Buy | DIMENSIONAL US MARKETWIDE VALUE ETF0 | $191,771 | -0.9% | 5,637 | +0.5% | 0.15% | +1.3% | |
| LNT | Buy | ALLIANT ENERGY CORP COM0 | $191,210 | +48.2% | 3,947 | +60.6% | 0.15% | +52.0% |
| JPM | Sell | JPMORGAN CHASE & CO COM0 | $184,689 | -12.0% | 1,274 | -11.7% | 0.15% | -9.9% |
| DVY | Sell | ISHARES SELECT DIVIDEND ETF0 | $180,070 | -25.8% | 1,673 | -21.9% | 0.14% | -23.9% |
| TDIV | Sell | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND0 | $169,154 | -27.4% | 3,016 | -24.0% | 0.13% | -25.6% |
| MA | Buy | MASTERCARD INCORPORATED CL A0 | $169,415 | +50.7% | 428 | +49.7% | 0.13% | +54.0% |
| F | Buy | FORD MTR CO DEL COM0 | $153,354 | -17.7% | 12,347 | +0.3% | 0.12% | -15.3% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS COM0 | $149,713 | +6.4% | 1,067 | +1.4% | 0.12% | +9.2% |
| IJS | Sell | ISHARES S&P SMALL-CAP 600 VALUE ETF0 | $140,877 | -17.7% | 1,579 | -12.3% | 0.11% | -15.2% |
| IDXX | Buy | IDEXX LABS INC COM0 | $141,675 | -1.0% | 324 | +13.7% | 0.11% | +0.9% |
| VTI | Buy | VANGUARD TOTAL STOCK MARKET ETF0 | $136,086 | -3.2% | 641 | +0.5% | 0.11% | -0.9% |
| VO | Buy | VANGUARD MID-CAP ETF0 | $135,332 | -5.1% | 650 | +0.5% | 0.11% | -2.7% |
| IEMG | Sell | ISHARES CORE MSCI EMERGING MARKETS ETF0 | $133,892 | -54.4% | 2,813 | -52.8% | 0.11% | -53.3% |
| UNP | Buy | UNION PAC CORP COM0 | $133,588 | +5.8% | 656 | +6.3% | 0.11% | +8.2% |
| GS | Buy | GOLDMAN SACHS GROUP INC COM0 | $125,188 | +56.7% | 387 | +56.0% | 0.10% | +59.7% |
| TGT | Sell | TARGET CORP COM0 | $123,644 | -22.8% | 1,118 | -7.9% | 0.10% | -21.0% |
| PG | Sell | PROCTER AND GAMBLE CO COM0 | $120,758 | -6.2% | 828 | -2.5% | 0.10% | -4.0% |
| VNQ | Sell | VANGUARD REAL ESTATE ETF0 | $116,336 | -42.0% | 1,538 | -35.9% | 0.09% | -40.6% |
| LULU | Sell | LULULEMON ATHLETICA INC COM0 | $109,128 | -17.6% | 283 | -19.1% | 0.09% | -14.7% |
| CVX | Buy | CHEVRON CORP NEW COM0 | $108,219 | +8.1% | 642 | +0.9% | 0.09% | +11.7% |
| AZN | Buy | ASTRAZENECA PLC SPONSORED ADR0 | $106,867 | -5.3% | 1,578 | +0.1% | 0.08% | -2.3% |
| AFL | Sell | AFLAC INC COM0 | $104,870 | +0.7% | 1,366 | -8.4% | 0.08% | +3.8% |
| RDIV | Buy | INVESCO S&P ULTRA DIVIDEND REVENUE ETF0 | $103,066 | -4.0% | 2,771 | +1.0% | 0.08% | -1.2% |
| T | Sell | AT&T INC COM0 | $102,276 | -7.2% | 6,809 | -1.4% | 0.08% | -4.7% |
| PEP | Sell | PEPSICO INC COM0 | $100,123 | -9.2% | 591 | -0.8% | 0.08% | -7.1% |
| IYR | Sell | ISHARES U.S. REAL ESTATE ETF0 | $97,099 | -49.0% | 1,243 | -43.6% | 0.08% | -47.6% |
| TIP | Sell | ISHARES TIPS BOND ETF0 | $95,166 | -20.0% | 918 | -16.9% | 0.08% | -18.5% |
| BND | Buy | VANGUARD TOTAL BOND MARKET ETF0 | $93,643 | -3.3% | 1,342 | +0.7% | 0.07% | -1.3% |
| VGT | Sell | VANGUARD INFORMATION TECHNOLOGY ETF0 | $93,608 | -17.5% | 226 | -12.1% | 0.07% | -15.9% |
| MU | Buy | MICRON TECHNOLOGY INC COM0 | $93,759 | +8.0% | 1,378 | +0.1% | 0.07% | +10.4% |
| SBUX | Buy | STARBUCKS CORP COM0 | $91,572 | +118.4% | 1,003 | +137.1% | 0.07% | +128.1% |
| DSI | ISHARES MSCI KLD 400 SOCIAL ETF0 | $91,238 | -3.3% | 1,121 | 0.0% | 0.07% | -1.4% | |
| SHOP | Sell | SHOPIFY INC CL A0 | $88,131 | -23.6% | 1,615 | -9.5% | 0.07% | -21.3% |
| PNC | Buy | PNC FINL SVCS GROUP INC COM0 | $81,952 | -1.4% | 668 | +1.2% | 0.06% | +1.6% |
| MS | Buy | MORGAN STANLEY COM NEW0 | $82,144 | -3.4% | 1,006 | +1.0% | 0.06% | -1.5% |
| BDX | Buy | BECTON DICKINSON & CO COM0 | $78,975 | -1.7% | 305 | +0.3% | 0.06% | +1.6% |
| ORCL | Sell | ORACLE CORP COM0 | $78,992 | -12.6% | 746 | -1.7% | 0.06% | -10.0% |
| ADBE | Buy | ADOBE INC COM0 | $76,485 | +200.8% | 150 | +188.5% | 0.06% | +205.0% |
| GD | Buy | GENERAL DYNAMICS CORP COM0 | $76,843 | +3.3% | 348 | +0.6% | 0.06% | +5.2% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC COM0 | $76,078 | +36.0% | 150 | +40.2% | 0.06% | +39.5% |
| ICE | New | INTERCONTINENTAL EXCHANGE INC COM0 | $74,553 | – | 678 | +100.0% | 0.06% | – |
| CRM | Buy | SALESFORCE INC COM0 | $73,001 | +117.3% | 360 | +126.4% | 0.06% | +123.1% |
| CB | Buy | CHUBB LIMITED COM0 | $73,039 | +8.6% | 351 | +0.6% | 0.06% | +11.5% |
| DG | Sell | DOLLAR GEN CORP NEW COM0 | $72,985 | -56.6% | 690 | -30.4% | 0.06% | -55.4% |
| FB | Buy | META PLATFORMS INC CL A0 | $70,850 | +91.4% | 236 | +82.9% | 0.06% | +93.1% |
| GSG | Sell | ISHARES S&P GSCI COMMODITY INDEXED TRUST0 | $70,816 | +5.4% | 3,146 | -8.7% | 0.06% | +7.7% |
| V | Buy | VISA INC COM CL A0 | $70,879 | +80.2% | 308 | +85.5% | 0.06% | +86.7% |
| WPC | Buy | WP CAREY INC COM0 | $70,910 | -19.8% | 1,311 | +0.2% | 0.06% | -17.6% |
| IDU | Sell | ISHARES U.S. UTILITIES ETF0 | $69,306 | -20.1% | 942 | -11.2% | 0.06% | -17.9% |
| LOW | Sell | LOWES COS INC COM0 | $69,051 | -83.1% | 332 | -81.6% | 0.06% | -82.6% |
| GBNY | GENERATIONS BANCORP NY INC COM0 | $68,213 | -6.7% | 8,063 | 0.0% | 0.05% | -5.3% | |
| VYM | Sell | VANGUARD HIGH DIVIDEND YIELD INDEX ETF0 | $67,578 | -18.9% | 654 | -16.8% | 0.05% | -15.6% |
| EOG | Buy | EOG RES INC COM0 | $67,258 | +27.3% | 531 | +14.9% | 0.05% | +29.3% |
| PPG | Buy | PPG INDS INC COM0 | $66,109 | -12.1% | 509 | +0.4% | 0.05% | -10.3% |
| KNSL | KINSALE CAP GROUP INC COM0 | $65,024 | +10.7% | 157 | 0.0% | 0.05% | +15.6% | |
| Buy | DIGITALBRIDGE GROUP INC CL A NEW0 | $66,100 | +19.6% | 3,760 | +0.1% | 0.05% | +20.9% | |
| GM | Buy | GENERAL MTRS CO COM0 | $63,375 | -14.3% | 1,922 | +0.3% | 0.05% | -12.3% |
| DXCM | Buy | DEXCOM INC COM0 | $61,578 | +263.0% | 660 | +400.0% | 0.05% | +276.9% |
| VYMI | Sell | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF0 | $58,106 | -31.4% | 939 | -30.0% | 0.05% | -30.3% |
| FDX | Buy | FEDEX CORP COM0 | $58,331 | +209.4% | 220 | +189.5% | 0.05% | +206.7% |
| MELI | Sell | MERCADOLIBRE INC COM0 | $57,055 | -9.1% | 45 | -15.1% | 0.04% | -8.2% |
| FREL | Sell | FIDELITY MSCI REAL ESTATE INDEX ETF0 | $55,720 | -10.0% | 2,449 | -0.8% | 0.04% | -8.3% |
| IVW | Sell | ISHARES S&P 500 GROWTH ETF0 | $55,364 | -26.7% | 809 | -24.5% | 0.04% | -24.1% |
| QCOM | Buy | QUALCOMM INC COM0 | $55,962 | +90.2% | 504 | +104.0% | 0.04% | +91.3% |
| EEMV | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF0 | $54,249 | -3.0% | 1,017 | 0.0% | 0.04% | 0.0% | |
| DIS | Sell | DISNEY WALT CO COM0 | $54,328 | -19.2% | 670 | -11.0% | 0.04% | -17.3% |
| OGIG | Sell | ALPS O'SHARES GLOBAL INTERNET GIANTS ETF0 | $53,314 | -13.5% | 1,725 | -10.4% | 0.04% | -12.5% |
| RTX | Buy | RTX CORPORATION COM0 | $52,825 | +63.6% | 734 | +122.4% | 0.04% | +68.0% |
| ESGU | ISHARES ESG AWARE MSCI USA ETF0 | $51,107 | -3.6% | 544 | 0.0% | 0.04% | 0.0% | |
| GOOGL | Buy | ALPHABET INC CAP STK CL A0 | $51,166 | +2037.3% | 391 | +1855.0% | 0.04% | +1950.0% |
| FAST | Sell | FASTENAL CO COM0 | $50,651 | -89.7% | 927 | -88.9% | 0.04% | -89.5% |
| TXN | Buy | TEXAS INSTRS INC COM0 | $50,652 | -11.0% | 319 | +0.9% | 0.04% | -9.1% |
| HON | Sell | HONEYWELL INTL INC COM0 | $49,174 | -28.3% | 266 | -19.4% | 0.04% | -26.4% |
| IJR | Sell | ISHARES CORE S&P SMALL CAP ETF0 | $49,608 | -53.6% | 526 | -51.0% | 0.04% | -53.0% |
| VCSH | Buy | VANGUARD SHORT-TERM CORPORATE BOND ETF0 | $48,022 | -8.3% | 639 | +7.9% | 0.04% | -5.0% |
| MUB | Sell | ISHARES NATIONAL MUNI BOND ETF0 | $48,213 | -38.3% | 470 | -35.8% | 0.04% | -36.7% |
| ABBV | Sell | ABBVIE INC COM0 | $47,948 | -85.9% | 322 | -87.3% | 0.04% | -85.6% |
| INTU | Buy | INTUIT COM0 | $46,643 | +357.5% | 91 | +313.6% | 0.04% | +362.5% |
| WMT | Sell | WALMART INC COM0 | $45,253 | -87.3% | 283 | -87.5% | 0.04% | -86.9% |
| NFLX | Buy | NETFLIX INC COM0 | $45,312 | +5.0% | 120 | +22.4% | 0.04% | +9.1% |
| IYF | ISHARES U.S. FINANCIALS ETF0 | $44,405 | +0.2% | 594 | 0.0% | 0.04% | +2.9% | |
| WFC | Buy | WELLS FARGO CO NEW COM0 | $43,102 | -3.5% | 1,055 | +0.9% | 0.03% | -2.9% |
| NKE | Buy | NIKE INC CL B0 | $42,933 | -13.1% | 449 | +0.2% | 0.03% | -10.5% |
| QUIDELORTHO CORP COM0 | $43,094 | -11.8% | 590 | 0.0% | 0.03% | -10.5% | ||
| FSK | Buy | FS KKR CAP CORP COM0 | $41,583 | +5.4% | 2,112 | +2.6% | 0.03% | +6.5% |
| DFS | Buy | DISCOVER FINL SVCS COM0 | $41,706 | -25.3% | 481 | +0.6% | 0.03% | -23.3% |
| SDY | Buy | SPDR S&P DIVIDEND ETF0 | $40,309 | -5.6% | 350 | +0.6% | 0.03% | -3.0% |
| SYY | Buy | SYSCO CORP COM0 | $40,642 | -10.4% | 615 | +0.7% | 0.03% | -8.6% |
| FICO | Buy | FAIR ISAAC CORP COM0 | $40,821 | +1581.3% | 47 | +1466.7% | 0.03% | +1500.0% |
| LAMR | Sell | LAMAR ADVERTISING CO NEW CL A0 | $40,492 | -17.9% | 485 | -2.4% | 0.03% | -15.8% |
| BKR | Buy | BAKER HUGHES COMPANY CL A0 | $39,869 | +921.8% | 1,129 | +817.9% | 0.03% | +966.7% |
| IJT | Sell | ISHARES S&P SMALL-CAP 600 GROWTH ETF0 | $39,487 | -17.4% | 360 | -13.5% | 0.03% | -16.2% |
| ANET | Sell | ARISTA NETWORKS INC COM0 | $38,809 | +6.0% | 211 | -6.6% | 0.03% | +10.7% |
| BNDX | Buy | VANGUARD TOTAL INTERNATIONAL BOND ETF0 | $39,620 | -1.7% | 828 | +0.5% | 0.03% | 0.0% |
| EMN | Buy | EASTMAN CHEM CO COM0 | $39,468 | -8.1% | 514 | +0.2% | 0.03% | -6.1% |
| VCIT | Buy | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF0 | $38,651 | -2.9% | 509 | +1.0% | 0.03% | 0.0% |
| ASML | Buy | ASML HOLDING N V N Y REGISTRY SHS0 | $37,711 | +17.9% | 64 | +45.5% | 0.03% | +20.0% |
| IVE | Sell | ISHARES S&P 500 VALUE ETF0 | $37,793 | -46.4% | 246 | -43.7% | 0.03% | -45.5% |
| EFA | ISHARES MSCI EAFE ETF0 | $37,275 | -4.9% | 541 | 0.0% | 0.03% | 0.0% | |
| VEA | Sell | VANGUARD FTSE DEVELOPED MARKETS ETF0 | $36,863 | -15.7% | 843 | -11.0% | 0.03% | -14.7% |
| IWD | ISHARES RUSSELL 1000 VALUE ETF0 | $36,250 | -3.8% | 239 | 0.0% | 0.03% | 0.0% | |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO COM0 | $36,273 | -9.7% | 625 | -0.5% | 0.03% | -6.5% |
| VXUS | Buy | VANGUARD TOTAL INTERNATIONAL STOCK ETF0 | $36,868 | -4.1% | 689 | +0.6% | 0.03% | -3.3% |
| APD | Sell | AIR PRODS & CHEMS INC COM0 | $35,011 | -34.5% | 124 | -30.3% | 0.03% | -31.7% |
| CRWD | Sell | CROWDSTRIKE HLDGS INC CL A0 | $35,317 | +6.4% | 211 | -6.6% | 0.03% | +7.7% |
| IYH | Sell | ISHARES U.S. HEALTHCARE ETF0 | $35,511 | -55.9% | 131 | -54.4% | 0.03% | -54.8% |
| CVS | Sell | CVS HEALTH CORP COM0 | $35,253 | -17.1% | 505 | -17.9% | 0.03% | -15.2% |
| CSGP | Buy | COSTAR GROUP INC COM0 | $35,369 | +123.3% | 460 | +158.4% | 0.03% | +133.3% |
| YUM | Buy | YUM BRANDS INC COM0 | $33,840 | +1087.0% | 271 | +1190.5% | 0.03% | +1250.0% |
| XAR | SPDR S&P AEROSPACE & DEFENSE ETF0 | $33,898 | -7.7% | 302 | 0.0% | 0.03% | -3.6% | |
| FE | Buy | FIRSTENERGY CORP COM0 | $33,669 | -11.1% | 985 | +1.0% | 0.03% | -6.9% |
| WCBR | WISDOMTREE CYBERSECURITY FUND0 | $32,718 | +5.5% | 1,601 | 0.0% | 0.03% | +8.3% | |
| Sell | GENERAL ELECTRIC CO COM NEW0 | $32,930 | -37.0% | 298 | -37.4% | 0.03% | -35.0% | |
| IJK | Sell | ISHARES S&P MID-CAP 400 GROWTH ETF0 | $32,402 | -66.4% | 449 | -65.1% | 0.03% | -65.3% |
| FIXD | Sell | FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF0 | $32,322 | -77.9% | 769 | -76.8% | 0.03% | -77.0% |
| ISCV | ISHARES MORNINGSTAR SMALL CAP VALUE ETF0 | $32,726 | -4.1% | 632 | 0.0% | 0.03% | 0.0% | |
| BG | Buy | BUNGE LIMITED COM0 | $31,194 | +29.3% | 288 | +12.5% | 0.02% | +31.6% |
| LAD | New | LITHIA MTRS INC COM0 | $31,358 | – | 106 | +100.0% | 0.02% | – |
| IWR | ISHARES RUSSELL MIDCAP ETF0 | $31,694 | -5.2% | 458 | 0.0% | 0.02% | -3.8% | |
| IHE | ISHARES U.S. PHARMACEUTICALS ETF0 | $29,968 | -1.2% | 169 | 0.0% | 0.02% | +4.3% | |
| DDOG | Buy | DATADOG INC CL A COM0 | $29,878 | -1.4% | 328 | +6.5% | 0.02% | +4.3% |
| SYK | Buy | STRYKER CORPORATION COM0 | $30,445 | +594.3% | 111 | +692.9% | 0.02% | +700.0% |
| NI | Buy | NISOURCE INC COM0 | $30,845 | -8.9% | 1,250 | +1.0% | 0.02% | -7.7% |
| GILD | Sell | GILEAD SCIENCES INC COM0 | $28,559 | -12.7% | 381 | -10.4% | 0.02% | -8.0% |
| TTD | Sell | THE TRADE DESK INC COM CL A0 | $28,447 | -38.0% | 364 | -38.7% | 0.02% | -34.3% |
| PINS | Sell | PINTEREST INC CL A0 | $28,463 | -31.0% | 1,053 | -30.2% | 0.02% | -28.1% |
| GLW | Sell | CORNING INC COM0 | $29,590 | -63.6% | 971 | -58.1% | 0.02% | -63.5% |
| IXC | ISHARES GLOBAL ENERGY ETF0 | $29,529 | +10.9% | 716 | 0.0% | 0.02% | +9.5% | |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF0 | $28,978 | -5.2% | 419 | 0.0% | 0.02% | -4.2% | |
| LNG | New | CHENIERE ENERGY INC COM NEW0 | $28,946 | – | 174 | +100.0% | 0.02% | – |
| Buy | PROSHARES BITCOIN STRATEGY ETF0 | $27,316 | -13.2% | 1,978 | +6.7% | 0.02% | -8.3% | |
| RWL | Buy | INVESCO S&P 500 REVENUE ETF0 | $27,548 | -1.9% | 353 | +0.6% | 0.02% | 0.0% |
| VEEV | Buy | VEEVA SYS INC CL A COM0 | $26,652 | +439.2% | 131 | +424.0% | 0.02% | +425.0% |
| IGE | ISHARES NORTH AMERICAN NATURAL RESOURCES ETF0 | $26,213 | +7.1% | 630 | 0.0% | 0.02% | +10.5% | |
| IYG | ISHARES US FINANCIAL SERVICES ETF0 | $26,015 | -2.1% | 168 | 0.0% | 0.02% | 0.0% | |
| LNC | Sell | LINCOLN NATL CORP IND COM0 | $25,289 | -34.6% | 1,024 | -31.7% | 0.02% | -33.3% |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC COM0 | $25,385 | -44.9% | 146 | -37.9% | 0.02% | -44.4% |
| AVGO | Buy | BROADCOM INC COM0 | $24,652 | +72.0% | 30 | +76.5% | 0.02% | +81.8% |
| TDC | New | TERADATA CORP DEL COM0 | $25,841 | – | 574 | +100.0% | 0.02% | – |
| UNH | Sell | UNITEDHEALTH GROUP INC COM0 | $25,325 | -6.3% | 50 | -10.7% | 0.02% | -4.8% |
| INTC | Buy | INTEL CORP COM0 | $25,636 | +19.7% | 721 | +12.5% | 0.02% | +17.6% |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF0 | $23,401 | -1.6% | 317 | 0.0% | 0.02% | +5.6% | |
| PGR | New | PROGRESSIVE CORP COM0 | $23,681 | – | 170 | +100.0% | 0.02% | – |
| DELL | Buy | DELL TECHNOLOGIES INC CL C0 | $24,580 | +282.0% | 357 | +200.0% | 0.02% | +280.0% |
| IGSB | Sell | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF0 | $24,166 | -71.0% | 485 | -70.8% | 0.02% | -70.3% |
| AXP | Sell | AMERICAN EXPRESS CO COM0 | $23,768 | -14.6% | 159 | -0.6% | 0.02% | -13.6% |
| CMCSA | Sell | COMCAST CORP NEW CL A0 | $24,067 | -37.1% | 543 | -41.0% | 0.02% | -36.7% |
| GLOBALFOUNDRIES INC ORDINARY SHARES0 | $23,683 | -9.9% | 407 | 0.0% | 0.02% | -5.0% | ||
| EEM | Sell | ISHARES MSCI EMERGING MARKETS ETF0 | $23,969 | -46.9% | 632 | -44.6% | 0.02% | -45.7% |
| IXG | ISHARES GLOBAL FINANCIALS ETF0 | $24,014 | -1.5% | 341 | 0.0% | 0.02% | 0.0% | |
| PCY | Buy | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF0 | $24,266 | -32.5% | 1,876 | +1.8% | 0.02% | -32.1% |
| ZTS | Buy | ZOETIS INC CL A0 | $22,895 | +174.1% | 132 | +175.0% | 0.02% | +200.0% |
| ABNB | AIRBNB INC COM CL A0 | $22,502 | +7.1% | 164 | 0.0% | 0.02% | +12.5% | |
| STIP | Buy | ISHARES 0-5 YEAR TIPS BOND ETF0 | $22,313 | +0.3% | 230 | +0.9% | 0.02% | +5.9% |
| DOCU | Sell | DOCUSIGN INC COM0 | $22,932 | -30.5% | 546 | -15.5% | 0.02% | -30.8% |
| BL | Buy | BLACKLINE INC COM0 | $22,687 | +283.2% | 409 | +271.8% | 0.02% | +260.0% |
| EAGG | Buy | ISHARES ESG AWARE US AGGREGATE BOND ETF0 | $20,953 | -3.1% | 463 | +0.9% | 0.02% | 0.0% |
| MTN | Buy | VAIL RESORTS INC COM0 | $21,805 | +154.9% | 98 | +188.2% | 0.02% | +142.9% |
| UPRO | Buy | PROSHARES ULTRAPRO S&P5000 | $20,999 | -13.0% | 510 | +0.2% | 0.02% | -10.5% |
| DVAX | New | DYNAVAX TECHNOLOGIES CORP COM NEW0 | $21,520 | – | 1,457 | +100.0% | 0.02% | – |
| NLOK | New | GEN DIGITAL INC COM0 | $20,880 | – | 1,181 | +100.0% | 0.02% | – |
| ODFL | Sell | OLD DOMINION FREIGHT LINE INC COM0 | $21,250 | -24.3% | 52 | -31.6% | 0.02% | -22.7% |
| XLE | Sell | ENERGY SELECT SECTOR SPDR FUND0 | $19,869 | +7.3% | 220 | -3.5% | 0.02% | +14.3% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS0 | $20,491 | +168.7% | 236 | +210.5% | 0.02% | +166.7% |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF0 | $19,638 | -5.0% | 188 | 0.0% | 0.02% | 0.0% | |
| UI | UBIQUITI INC COM0 | $20,365 | -17.0% | 140 | 0.0% | 0.02% | -15.8% | |
| LQD | Buy | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF0 | $19,599 | -4.7% | 192 | +1.1% | 0.02% | 0.0% |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF0 | $20,429 | -5.5% | 224 | 0.0% | 0.02% | -5.9% | |
| BA | BOEING CO COM0 | $20,126 | -9.2% | 105 | 0.0% | 0.02% | -5.9% | |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC COM0 | $20,154 | -21.2% | 906 | +0.9% | 0.02% | -20.0% |
| HYMB | SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF0 | $20,152 | -4.8% | 846 | 0.0% | 0.02% | 0.0% | |
| REGN | REGENERON PHARMACEUTICALS COM0 | $20,574 | +14.5% | 25 | 0.0% | 0.02% | +14.3% | |
| RGEN | Sell | REPLIGEN CORP COM0 | $19,558 | -7.8% | 123 | -18.0% | 0.02% | 0.0% |
| UNM | Buy | UNUM GROUP COM0 | $20,472 | +3.9% | 416 | +0.7% | 0.02% | +6.7% |
| UDN | INVESCO DB US DOLLAR INDEX BEARISH FUND0 | $20,351 | -2.3% | 1,108 | 0.0% | 0.02% | 0.0% | |
| TDG | New | TRANSDIGM GROUP INC COM0 | $18,549 | – | 22 | +100.0% | 0.02% | – |
| DV | New | DOUBLEVERIFY HLDGS INC COM0 | $19,313 | – | 691 | +100.0% | 0.02% | – |
| CBU | Buy | COMMUNITY BK SYS INC COM0 | $18,881 | -9.1% | 447 | +0.9% | 0.02% | -6.2% |
| AXON | Sell | AXON ENTERPRISE INC COM0 | $19,103 | -11.8% | 96 | -13.5% | 0.02% | -11.8% |
| UBER | UBER TECHNOLOGIES INC COM0 | $17,936 | +6.5% | 390 | 0.0% | 0.01% | +7.7% | |
| IDV | Sell | ISHARES INTERNATIONAL SELECT DIVIDEND ETF0 | $17,349 | -13.6% | 683 | -10.5% | 0.01% | -12.5% |
| IYZ | ISHARES U.S. TELECOMMUNICATIONS ETF0 | $17,439 | -3.6% | 819 | 0.0% | 0.01% | 0.0% | |
| SPLK | SPLUNK INC COM0 | $17,404 | +37.9% | 119 | 0.0% | 0.01% | +40.0% | |
| ESGV | Buy | VANGUARD ESG U.S. STOCK ETF0 | $18,209 | -3.7% | 242 | +0.4% | 0.01% | -6.7% |
| APPN | Sell | APPIAN CORP CL A0 | $17,834 | -32.7% | 391 | -29.8% | 0.01% | -30.0% |
| WDAY | Buy | WORKDAY INC CL A0 | $18,262 | +708.4% | 85 | +750.0% | 0.01% | +600.0% |
| DEM | Buy | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND0 | $18,202 | +0.8% | 486 | +3.0% | 0.01% | 0.0% |
| ENB | Buy | ENBRIDGE INC COM0 | $17,354 | -10.1% | 523 | +0.6% | 0.01% | -6.7% |
| AMT | Buy | AMERICAN TOWER CORP NEW COM0 | $15,961 | +313.7% | 97 | +385.0% | 0.01% | +333.3% |
| CWH | Buy | CAMPING WORLD HLDGS INC CL A0 | $16,716 | -31.8% | 819 | +0.6% | 0.01% | -31.6% |
| KBE | Sell | SPDR S&P BANK ETF0 | $16,384 | -44.2% | 445 | -45.5% | 0.01% | -43.5% |
| KTB | Buy | KONTOOR BRANDS INC COM0 | $15,684 | +5.4% | 357 | +1.1% | 0.01% | +9.1% |
| KMI | Buy | KINDER MORGAN INC DEL COM0 | $14,948 | -2.2% | 902 | +1.6% | 0.01% | 0.0% |
| LYV | LIVE NATION ENTERTAINMENT INC COM0 | $14,615 | -8.9% | 176 | 0.0% | 0.01% | 0.0% | |
| BLL | Buy | BALL CORP COM0 | $15,005 | -14.1% | 301 | +0.3% | 0.01% | -14.3% |
| ORCC | Buy | BLUE OWL CAPITAL CORPORATION COM0 | $15,501 | +6.2% | 1,119 | +2.8% | 0.01% | +9.1% |
| SNOW | Buy | SNOWFLAKE INC CL A0 | $14,513 | +83.3% | 95 | +111.1% | 0.01% | +100.0% |
| EW | Buy | EDWARDS LIFESCIENCES CORP COM0 | $14,687 | +29.7% | 212 | +76.7% | 0.01% | +33.3% |
| FTHY | Buy | FIRST TR HIGH YIELD OPPRT 2027 COM0 | $15,014 | -0.1% | 1,127 | +2.8% | 0.01% | 0.0% |
| MET | Buy | METLIFE INC COM0 | $15,420 | +12.2% | 245 | +0.8% | 0.01% | +9.1% |
| FTNT | FORTINET INC COM0 | $14,553 | -22.4% | 248 | 0.0% | 0.01% | -14.3% | |
| ET | New | ENERGY TRANSFER L P COM UT LTD PTN0 | $14,746 | – | 1,051 | +100.0% | 0.01% | – |
| ZM | Sell | ZOOM VIDEO COMMUNICATIONS INC CL A0 | $15,527 | -7.0% | 222 | -9.8% | 0.01% | -7.7% |
| PWC | Buy | INVESCO BLOOMBERG MVP MULTI-FACTOR ETF0 | $14,089 | -4.6% | 383 | +201.6% | 0.01% | 0.0% |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS0 | $13,271 | +4.1% | 153 | 0.0% | 0.01% | +10.0% | |
| KRNT | New | KORNIT DIGITAL LTD SHS0 | $13,369 | – | 707 | +100.0% | 0.01% | – |
| DAL | Buy | DELTA AIR LINES INC DEL COM NEW0 | $13,625 | -22.0% | 368 | +0.3% | 0.01% | -21.4% |
| DTE | Buy | DTE ENERGY CO COM0 | $14,187 | -9.0% | 143 | +0.7% | 0.01% | -8.3% |
| IXN | ISHARES GLOBAL TECH ETF0 | $13,997 | -7.0% | 242 | 0.0% | 0.01% | -8.3% | |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF0 | $14,135 | -7.6% | 63 | 0.0% | 0.01% | -8.3% | |
| CTRE | Buy | CARETRUST REIT INC COM0 | $13,406 | +4.6% | 654 | +1.4% | 0.01% | +10.0% |
| Sell | WARNER BROS DISCOVERY INC COM SER A0 | $13,608 | -22.1% | 1,253 | -10.1% | 0.01% | -21.4% | |
| SUSC | Buy | ISHARES ESG AWARE USD CORPORATE BOND ETF0 | $13,780 | -3.3% | 633 | +1.0% | 0.01% | 0.0% |
| ALV | New | AUTOLIV INC COM0 | $13,981 | – | 145 | +100.0% | 0.01% | – |
| KMB | KIMBERLY-CLARK CORP COM0 | $13,700 | -11.8% | 113 | 0.0% | 0.01% | -8.3% | |
| PSA | Buy | PUBLIC STORAGE COM0 | $14,483 | +821.3% | 55 | +1000.0% | 0.01% | +1000.0% |
| LMT | LOCKHEED MARTIN CORP COM0 | $14,314 | -11.2% | 35 | 0.0% | 0.01% | -8.3% | |
| ARES | Buy | ARES MANAGEMENT CORPORATION CL A COM STK0 | $14,151 | +978.6% | 138 | +885.7% | 0.01% | +1000.0% |
| MDB | MONGODB INC CL A0 | $14,180 | -15.9% | 41 | 0.0% | 0.01% | -15.4% | |
| New | SHELL PLC SPON ADS0 | $14,421 | – | 224 | +100.0% | 0.01% | – | |
| CNHI | New | CNH INDL N V SHS0 | $13,939 | – | 1,152 | +100.0% | 0.01% | – |
| SNY | New | SANOFI SPONSORED ADR0 | $13,678 | – | 255 | +100.0% | 0.01% | – |
| PFF | Sell | ISHARES PREFERRED & INCOME SECURITIES ETF0 | $12,960 | -65.4% | 430 | -64.5% | 0.01% | -65.5% |
| QSR | Sell | RESTAURANT BRANDS INTL INC COM0 | $13,109 | -40.5% | 197 | -30.6% | 0.01% | -41.2% |
| ATVI | Sell | ACTIVISION BLIZZARD INC COM0 | $12,467 | -28.7% | 133 | -36.1% | 0.01% | -28.6% |
| MPC | MARATHON PETE CORP COM0 | $13,008 | +30.4% | 86 | 0.0% | 0.01% | +25.0% | |
| ZS | ZSCALER INC COM0 | $12,447 | +6.3% | 80 | 0.0% | 0.01% | +11.1% | |
| Buy | ATLASSIAN CORPORATION CL A0 | $12,897 | +42.3% | 64 | +18.5% | 0.01% | +42.9% | |
| MNST | Sell | MONSTER BEVERAGE CORP NEW COM0 | $13,185 | -16.2% | 249 | -9.1% | 0.01% | -16.7% |
| BBY | Sell | BEST BUY INC COM0 | $13,066 | -94.4% | 188 | -93.4% | 0.01% | -94.5% |
| MDLZ | MONDELEZ INTL INC CL A0 | $12,514 | -4.5% | 180 | 0.0% | 0.01% | 0.0% | |
| FCNCA | FIRST CTZNS BANCSHARES INC N C CL A0 | $12,618 | +7.6% | 9 | 0.0% | 0.01% | +11.1% | |
| VFH | VANGUARD FINANCIALS ETF0 | $12,720 | -0.6% | 158 | 0.0% | 0.01% | 0.0% | |
| KXI | ISHARES GLOBAL CONSUMER STAPLES ETF0 | $11,816 | -6.8% | 207 | 0.0% | 0.01% | -10.0% | |
| RIVIAN AUTOMOTIVE INC COM CL A0 | $11,776 | +45.7% | 485 | 0.0% | 0.01% | +50.0% | ||
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF0 | $10,776 | -3.6% | 400 | 0.0% | 0.01% | 0.0% | |
| RDFN | Buy | REDFIN CORP COM0 | $11,313 | -42.9% | 1,607 | +0.8% | 0.01% | -40.0% |
| CSX | Buy | CSX CORP COM0 | $10,750 | -9.5% | 350 | +0.6% | 0.01% | 0.0% |
| SPG | Buy | SIMON PPTY GROUP INC NEW COM0 | $11,833 | -4.8% | 110 | +1.9% | 0.01% | -10.0% |
| PAYC | Sell | PAYCOM SOFTWARE INC COM0 | $11,714 | -48.7% | 45 | -36.6% | 0.01% | -50.0% |
| KODK | Buy | EASTMAN KODAK CO COM NEW0 | $10,845 | -5.2% | 2,576 | +4.0% | 0.01% | 0.0% |
| DUK | Buy | DUKE ENERGY CORP NEW COM NEW0 | $11,683 | -0.6% | 132 | +0.8% | 0.01% | 0.0% |
| LGIH | LGI HOMES INC COM0 | $9,949 | -26.2% | 100 | 0.0% | 0.01% | -20.0% | |
| TT | TRANE TECHNOLOGIES PLC SHS0 | $10,312 | +6.5% | 51 | 0.0% | 0.01% | +14.3% | |
| GDX | VANECK GOLD MINERS ETF0 | $10,296 | -10.6% | 383 | 0.0% | 0.01% | -11.1% | |
| TRV | TRAVELERS COMPANIES INC COM0 | $10,134 | -5.4% | 62 | 0.0% | 0.01% | 0.0% | |
| BTI | Buy | BRITISH AMERN TOB PLC SPONSORED ADR0 | $10,400 | -3.3% | 331 | +2.2% | 0.01% | 0.0% |
| DKS | Sell | DICKS SPORTING GOODS INC COM0 | $10,496 | -70.7% | 97 | -64.2% | 0.01% | -71.4% |
| PDM | Buy | PIEDMONT OFFICE REALTY TR INC COM CL A0 | $10,529 | -21.2% | 1,874 | +2.0% | 0.01% | -20.0% |
| FLGT | Sell | FULGENT GENETICS INC COM0 | $9,573 | -35.9% | 358 | -11.2% | 0.01% | -33.3% |
| DBO | INVESCO DB OIL FUND0 | $10,662 | +25.0% | 604 | 0.0% | 0.01% | +14.3% | |
| TTWO | Sell | TAKE-TWO INTERACTIVE SOFTWARE COM0 | $9,687 | -28.5% | 69 | -25.0% | 0.01% | -20.0% |
| EL | Buy | LAUDER ESTEE COS INC CL A0 | $9,787 | -26.1% | 68 | +1.5% | 0.01% | -20.0% |
| SMG | Buy | SCOTTS MIRACLE-GRO CO CL A0 | $8,397 | -13.6% | 162 | +4.5% | 0.01% | -12.5% |
| SCCO | Sell | SOUTHERN COPPER CORP COM0 | $9,377 | -0.1% | 125 | -4.6% | 0.01% | 0.0% |
| New | OMNIAB INC COM0 | $8,953 | – | 1,725 | +100.0% | 0.01% | – | |
| OKTA | Sell | OKTA INC CL A0 | $8,477 | -20.6% | 104 | -32.5% | 0.01% | -12.5% |
| DRI | DARDEN RESTAURANTS INC COM0 | $9,449 | -13.7% | 66 | 0.0% | 0.01% | -12.5% | |
| TSCO | Buy | TRACTOR SUPPLY CO COM0 | $8,466 | -7.7% | 42 | +2.4% | 0.01% | 0.0% |
| ADSK | AUTODESK INC COM0 | $9,311 | +1.1% | 45 | 0.0% | 0.01% | 0.0% | |
| ROKU | Sell | ROKU INC COM CL A0 | $9,459 | -10.4% | 134 | -18.8% | 0.01% | -12.5% |
| GIS | Buy | GENERAL MLS INC COM0 | $8,696 | -15.9% | 136 | +0.7% | 0.01% | -12.5% |
| AMGN | AMGEN INC COM0 | $7,237 | +22.1% | 27 | 0.0% | 0.01% | +20.0% | |
| BC | BRUNSWICK CORP COM0 | $7,307 | -8.3% | 92 | 0.0% | 0.01% | 0.0% | |
| IGOV | ISHARES INTERNATIONAL TREASURY BOND ETF0 | $7,493 | -6.1% | 202 | 0.0% | 0.01% | 0.0% | |
| PGX | Buy | INVESCO PREFERRED ETF0 | $7,357 | -2.2% | 672 | +1.7% | 0.01% | 0.0% |
| BOMN | BOSTON OMAHA CORP CL A COM STK0 | $7,195 | -12.9% | 439 | 0.0% | 0.01% | 0.0% | |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF0 | $7,377 | -14.1% | 152 | 0.0% | 0.01% | -14.3% | |
| RSP | Buy | INVESCO S&P 500 EQUAL WEIGHT ETF0 | $8,150 | -4.9% | 58 | +1.8% | 0.01% | -14.3% |
| BLACKSKY TECHNOLOGY INC COM CL A0 | $7,020 | -47.3% | 6,000 | 0.0% | 0.01% | -40.0% | ||
| CNYA | ISHARES MSCI CHINA A ETF0 | $7,673 | -3.2% | 272 | 0.0% | 0.01% | 0.0% | |
| SPOT | SPOTIFY TECHNOLOGY S A SHS0 | $7,423 | -3.7% | 48 | 0.0% | 0.01% | 0.0% | |
| JPME | Sell | JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF0 | $7,705 | -31.2% | 92 | -27.6% | 0.01% | -33.3% |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE CO COM0 | $7,142 | +4.1% | 411 | +0.7% | 0.01% | +20.0% |
| SONY | SONY GROUP CORP SPONSORED ADR0 | $8,079 | -8.5% | 98 | 0.0% | 0.01% | -14.3% | |
| Sell | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK0 | $7,424 | -36.1% | 109 | -23.8% | 0.01% | -33.3% | |
| OSK | Sell | OSHKOSH CORP COM0 | $8,018 | -27.1% | 84 | -33.9% | 0.01% | -33.3% |
| UNG | UNITED STATES NATURAL GAS FUND LP0 | $6,953 | -8.0% | 1,018 | 0.0% | 0.01% | 0.0% | |
| CWST | CASELLA WASTE SYS INC CL A0 | $7,630 | -15.6% | 100 | 0.0% | 0.01% | -14.3% | |
| GLD | Sell | SPDR GOLD SHARES0 | $7,715 | -65.9% | 45 | -64.6% | 0.01% | -66.7% |
| USO | UNITED STATES OIL FUND LP0 | $6,065 | +27.3% | 75 | 0.0% | 0.01% | +25.0% | |
| AVB | Sell | AVALONBAY CMNTYS INC COM0 | $6,536 | -21.0% | 38 | -13.6% | 0.01% | -16.7% |
| TREX | TREX CO INC COM0 | $6,163 | -6.0% | 100 | 0.0% | 0.01% | 0.0% | |
| LRCX | LAM RESEARCH CORP COM0 | $5,795 | -2.2% | 9 | 0.0% | 0.01% | 0.0% | |
| LMND | Sell | LEMONADE INC COM0 | $5,775 | -42.6% | 497 | -16.8% | 0.01% | -37.5% |
| Z | ZILLOW GROUP INC CL C CAP STK0 | $6,601 | -8.2% | 143 | 0.0% | 0.01% | -16.7% | |
| EWX | Sell | SPDR S&P EMERGING MARKETS SMALL CAP ETF0 | $5,856 | -69.6% | 109 | -70.3% | 0.01% | -66.7% |
| IYJ | ISHARES U.S. INDUSTRIALS ETF0 | $6,411 | -4.9% | 64 | 0.0% | 0.01% | 0.0% | |
| UPST | UPSTART HLDGS INC COM0 | $5,993 | -20.3% | 210 | 0.0% | 0.01% | -16.7% | |
| XLU | Sell | UTILITIES SELECT SECTOR SPDR FUND0 | $6,039 | -34.8% | 102 | -28.2% | 0.01% | -28.6% |
| PCH | Buy | POTLATCHDELTIC CORPORATION COM0 | $6,069 | -13.3% | 134 | +1.5% | 0.01% | 0.0% |
| Buy | STRIVE U.S. ENERGY ETF0 | $6,085 | +10.8% | 202 | +0.5% | 0.01% | +25.0% | |
| IEO | ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF0 | $6,493 | +14.8% | 67 | 0.0% | 0.01% | +25.0% | |
| BSV | Sell | VANGUARD SHORT-TERM BOND ETF0 | $5,902 | -42.4% | 79 | -41.9% | 0.01% | -37.5% |
| XLC | COMMUNICATION SERVICES SELECT SECTOR SPDR FUND0 | $6,752 | +1.0% | 103 | 0.0% | 0.01% | 0.0% | |
| PRFZ | Buy | INVESCO FTSE RAFI US 1500 SMALL-MID ETF0 | $6,418 | -3.6% | 195 | +400.0% | 0.01% | 0.0% |
| NBIX | Sell | NEUROCRINE BIOSCIENCES INC COM0 | $5,850 | -16.2% | 52 | -29.7% | 0.01% | 0.0% |
| CBOE | CBOE GLOBAL MKTS INC COM0 | $5,853 | +13.6% | 37 | 0.0% | 0.01% | +25.0% | |
| NET | Sell | CLOUDFLARE INC CL A COM0 | $6,808 | -61.3% | 108 | -59.9% | 0.01% | -64.3% |
| CCI | Sell | CROWN CASTLE INC COM0 | $6,023 | -25.1% | 65 | -8.5% | 0.01% | -16.7% |
| CPT | Sell | CAMDEN PPTY TR SH BEN INT0 | $6,530 | -46.7% | 69 | -38.4% | 0.01% | -44.4% |
| HPQ | Buy | HP INC COM0 | $5,660 | -15.6% | 220 | +0.9% | 0.00% | -20.0% |
| GNOM | GLOBAL X GENOMICS & BIOTECHNOLOGY ETF0 | $5,085 | -16.1% | 500 | 0.0% | 0.00% | -20.0% | |
| KYNDRYL HLDGS INC COMMON STOCK0 | $5,179 | +13.7% | 343 | 0.0% | 0.00% | 0.0% | ||
| HUN | Sell | HUNTSMAN CORP COM0 | $5,143 | -62.1% | 211 | -58.0% | 0.00% | -60.0% |
| LUV | Sell | SOUTHWEST AIRLS CO COM0 | $5,043 | -39.2% | 186 | -18.8% | 0.00% | -33.3% |
| ALGN | ALIGN TECHNOLOGY INC COM0 | $5,496 | -13.7% | 18 | 0.0% | 0.00% | -20.0% | |
| MCHI | ISHARES MSCI CHINA ETF0 | $4,557 | -3.2% | 105 | 0.0% | 0.00% | 0.0% | |
| AY | ATLANTICA SUSTAINABLE INFR PLC SHS0 | $4,467 | -18.5% | 234 | 0.0% | 0.00% | 0.0% | |
| SQ | Sell | BLOCK INC CL A0 | $4,824 | -45.5% | 109 | -18.0% | 0.00% | -42.9% |
| RBLX | ROBLOX CORP CL A0 | $5,155 | -28.1% | 178 | 0.0% | 0.00% | -33.3% | |
| NOW | SERVICENOW INC COM0 | $5,590 | -0.5% | 10 | 0.0% | 0.00% | 0.0% | |
| BSMT | INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF0 | $4,778 | -3.7% | 216 | 0.0% | 0.00% | 0.0% | |
| TEVA | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS0 | $5,003 | +35.5% | 490 | 0.0% | 0.00% | +33.3% | |
| DOW | Buy | DOW INC COM0 | $5,456 | -1.9% | 106 | +1.9% | 0.00% | 0.0% |
| Buy | GLOBAL X BLOCKCHAIN ETF0 | $4,687 | -24.0% | 201 | +0.5% | 0.00% | -20.0% | |
| COP | Sell | CONOCOPHILLIPS COM0 | $5,202 | -62.6% | 43 | -67.9% | 0.00% | -63.6% |
| NEM | Buy | NEWMONT CORP COM0 | $4,835 | -12.8% | 131 | +0.8% | 0.00% | 0.0% |
| ETSY | ETSY INC COM0 | $4,456 | -23.7% | 69 | 0.0% | 0.00% | -20.0% | |
| TD | TORONTO DOMINION BK ONT COM NEW0 | $4,782 | -1.9% | 79 | 0.0% | 0.00% | 0.0% | |
| DBX | DROPBOX INC CL A0 | $3,268 | +2.1% | 120 | 0.0% | 0.00% | +50.0% | |
| TWLO | TWILIO INC CL A0 | $4,214 | -8.0% | 72 | 0.0% | 0.00% | -25.0% | |
| AES | Buy | AES CORP COM0 | $3,357 | -26.0% | 221 | +0.9% | 0.00% | -25.0% |
| ESGE | ISHARES ESG AWARE MSCI EM ETF0 | $3,223 | -4.3% | 106 | 0.0% | 0.00% | 0.0% | |
| IMCB | ISHARES MORNINGSTAR MID-CAP ETF0 | $3,909 | -5.6% | 65 | 0.0% | 0.00% | 0.0% | |
| MJ | Buy | ETFMG ALTERNATIVE HARVEST ETFMG ALTERNATIVE HARVEST0 | $4,278 | +23.0% | 1,172 | +0.8% | 0.00% | 0.0% |
| PUBM | PUBMATIC INC COM CL A0 | $3,630 | -33.8% | 300 | 0.0% | 0.00% | -25.0% | |
| IP | Buy | INTERNATIONAL PAPER CO COM0 | $4,130 | +13.0% | 116 | +0.9% | 0.00% | 0.0% |
| U | UNITY SOFTWARE INC COM0 | $4,081 | -27.7% | 130 | 0.0% | 0.00% | -25.0% | |
| MO | Buy | ALTRIA GROUP INC COM0 | $3,809 | -5.3% | 91 | +2.2% | 0.00% | 0.0% |
| GMED | GLOBUS MED INC CL A0 | $3,724 | -16.6% | 75 | 0.0% | 0.00% | 0.0% | |
| GTLS | CHART INDS INC COM0 | $3,382 | +5.8% | 20 | 0.0% | 0.00% | +50.0% | |
| SGEN | SEAGEN INC COM0 | $3,182 | +10.2% | 15 | 0.0% | 0.00% | +50.0% | |
| SEDG | Sell | SOLAREDGE TECHNOLOGIES INC COM0 | $4,015 | -75.1% | 31 | -48.3% | 0.00% | -75.0% |
| A | AGILENT TECHNOLOGIES INC COM0 | $4,060 | -6.9% | 36 | 0.0% | 0.00% | 0.0% | |
| SLV | ISHARES SILVER TRUST0 | $4,068 | -2.6% | 200 | 0.0% | 0.00% | 0.0% | |
| DTM | Buy | DT MIDSTREAM INC COMMON STOCK0 | $3,855 | +8.1% | 73 | +1.4% | 0.00% | 0.0% |
| COIN | New | COINBASE GLOBAL INC COM CL A0 | $3,754 | – | 50 | +100.0% | 0.00% | – |
| MACK | MERRIMACK PHARMACEUTICALS INC COM NEW0 | $3,348 | +0.2% | 272 | 0.0% | 0.00% | 0.0% | |
| FUBO | FUBOTV INC COM0 | $3,588 | +28.3% | 1,344 | 0.0% | 0.00% | +50.0% | |
| JETS | U.S. GLOBAL JETS ETF0 | $3,431 | -20.5% | 201 | 0.0% | 0.00% | 0.0% | |
| FSLY | Sell | FASTLY INC CL A0 | $3,892 | -23.1% | 203 | -36.8% | 0.00% | -25.0% |
| TDOC | Sell | TELADOC HEALTH INC COM0 | $4,369 | -33.1% | 235 | -8.9% | 0.00% | -40.0% |
| STT | Buy | STATE STR CORP COM0 | $3,359 | +27891.7% | 50 | +100.0% | 0.00% | – |
| CYBR | CYBERARK SOFTWARE LTD SHS0 | $3,275 | +4.7% | 20 | 0.0% | 0.00% | +50.0% | |
| IGF | ISHARES GLOBAL INFRASTRUCTURE ETF0 | $4,375 | -7.8% | 101 | 0.0% | 0.00% | -25.0% | |
| FLCH | FRANKLIN FTSE CHINA ETF0 | $4,077 | -2.9% | 239 | 0.0% | 0.00% | 0.0% | |
| JD | JD.COM INC SPON ADR CL A0 | $4,017 | -14.6% | 138 | 0.0% | 0.00% | -25.0% | |
| NWL | Buy | NEWELL BRANDS INC COM0 | $4,257 | +4.6% | 471 | +0.6% | 0.00% | 0.0% |
| BEN | FRANKLIN RESOURCES INC COM0 | $3,345 | -8.0% | 136 | 0.0% | 0.00% | 0.0% | |
| AAON | Buy | AAON INC COM PAR $0.0040 | $3,034 | -9.9% | 53 | +47.2% | 0.00% | -33.3% |
| AMD | ADVANCED MICRO DEVICES INC COM0 | $2,673 | -9.8% | 26 | 0.0% | 0.00% | 0.0% | |
| AVAV | AEROVIRONMENT INC COM0 | $2,231 | +9.0% | 20 | 0.0% | 0.00% | 0.0% | |
| AMRX | AMNEAL PHARMACEUTICALS INC COM STK CL A0 | $2,110 | +36.1% | 500 | 0.0% | 0.00% | +100.0% | |
| ANTM | ELEVANCE HEALTH INC COM0 | $2,896 | -1.7% | 7 | 0.0% | 0.00% | 0.0% | |
| BMRN | Buy | BIOMARIN PHARMACEUTICAL INC COM0 | $1,947 | +220.8% | 22 | +214.3% | 0.00% | – |
| CLDX | CELLDEX THERAPEUTICS INC NEW COM NEW0 | $2,284 | -18.9% | 83 | 0.0% | 0.00% | 0.0% | |
| CHWY | CHEWY INC CL A0 | $2,830 | -53.7% | 155 | 0.0% | 0.00% | -60.0% | |
| CGNX | COGNEX CORP COM0 | $2,476 | -24.1% | 58 | 0.0% | 0.00% | -33.3% | |
| CAG | Sell | CONAGRA BRANDS INC COM0 | $2,889 | -80.0% | 105 | -75.4% | 0.00% | -81.8% |
| CPNG | COUPANG INC CL A0 | $2,414 | -2.3% | 142 | 0.0% | 0.00% | 0.0% | |
| DE | DEERE & CO COM0 | $2,686 | -6.6% | 7 | 0.0% | 0.00% | 0.0% | |
| DVN | DEVON ENERGY CORP NEW COM0 | $2,345 | -0.3% | 49 | 0.0% | 0.00% | 0.0% | |
| DLR | DIGITAL RLTY TR INC COM0 | $1,901 | +7.3% | 16 | 0.0% | 0.00% | +100.0% | |
| EA | ELECTRONIC ARTS INC COM0 | $2,446 | -7.0% | 20 | 0.0% | 0.00% | 0.0% | |
| FFIV | F5 INC COM0 | $2,417 | +10.2% | 15 | 0.0% | 0.00% | 0.0% | |
| FXH | FIRST TRUST HEALTH CARE ALPHADEX FUND0 | $2,924 | -10.3% | 30 | 0.0% | 0.00% | -33.3% | |
| HRL | HORMEL FOODS CORP COM0 | $2,051 | -4.8% | 54 | 0.0% | 0.00% | 0.0% | |
| ITT | ITT INC COM0 | $2,512 | +5.4% | 26 | 0.0% | 0.00% | 0.0% | |
| ITW | Sell | ILLINOIS TOOL WKS INC COM0 | $2,866 | -82.2% | 12 | -81.2% | 0.00% | -83.3% |
| IIPR | Buy | INNOVATIVE INDL PPTYS INC COM0 | $2,033 | +6.1% | 27 | +3.8% | 0.00% | +100.0% |
| New | INVESCO GLOBAL LISTED PRIVATE EQUITY ETF0 | $2,769 | – | 54 | +100.0% | 0.00% | – | |
| IRBT | IROBOT CORP COM0 | $2,198 | -16.3% | 58 | 0.0% | 0.00% | 0.0% | |
| IRM | Buy | IRON MTN INC DEL COM0 | $3,077 | +5.7% | 52 | +2.0% | 0.00% | 0.0% |
| BKF | ISHARES MSCI BIC ETF0 | $3,036 | -1.7% | 90 | 0.0% | 0.00% | 0.0% | |
| IUSV | ISHARES CORE S&P US VALUE ETF0 | $2,877 | -4.7% | 39 | 0.0% | 0.00% | 0.0% | |
| IJJ | Sell | ISHARES S&P MID-CAP 400 VALUE ETF0 | $1,918 | -78.8% | 19 | -77.6% | 0.00% | -71.4% |
| EFV | Sell | ISHARES MSCI EAFE VALUE ETF0 | $1,933 | -87.9% | 39 | -88.1% | 0.00% | -83.3% |
| SDG | ISHARES MSCI GLOBAL SUSTAINABLE DEVELOPMENT GOALS ETF0 | $2,283 | -5.7% | 31 | 0.0% | 0.00% | 0.0% | |
| KARS | KRANESHARES ELECTRIC VEHICLES & FUTURE MOBILITY INDEX ETF0 | $1,932 | -11.7% | 70 | 0.0% | 0.00% | 0.0% | |
| LEN | LENNAR CORP CL A0 | $2,834 | -10.2% | 25 | 0.0% | 0.00% | 0.0% | |
| MSTR | New | MICROSTRATEGY INC CL A NEW0 | $1,970 | – | 6 | +100.0% | 0.00% | – |
| MRNA | Buy | MODERNA INC COM0 | $3,099 | -5.5% | 30 | +11.1% | 0.00% | -33.3% |
| NICE | Sell | NICE LTD SPONSORED ADR0 | $2,720 | -66.2% | 16 | -59.0% | 0.00% | -66.7% |
| NUMG | NUVEEN ESG MID-CAP GROWTH ETF0 | $1,995 | -6.1% | 54 | 0.0% | 0.00% | 0.0% | |
| PLTR | PALANTIR TECHNOLOGIES INC CL A0 | $2,560 | +4.4% | 160 | 0.0% | 0.00% | 0.0% | |
| PANW | Sell | PALO ALTO NETWORKS INC COM0 | $2,813 | -89.8% | 12 | -88.9% | 0.00% | -90.5% |
| PKI | REVVITY INC COM0 | $2,130 | -6.8% | 19 | 0.0% | 0.00% | 0.0% | |
| SH | Buy | PROSHARES SHORT S&P5000 | $2,929 | +5.5% | 202 | +1.0% | 0.00% | 0.0% |
| PSEC | Buy | PROSPECT CAP CORP COM0 | $2,170 | +0.6% | 359 | +3.2% | 0.00% | 0.0% |
| RMD | RESMED INC COM0 | $2,263 | -32.1% | 15 | 0.0% | 0.00% | -33.3% | |
| SPGI | Sell | S&P GLOBAL INC COM0 | $2,209 | -85.5% | 6 | -84.2% | 0.00% | -83.3% |
| SDGR | SCHRODINGER INC COM0 | $1,979 | -43.4% | 70 | 0.0% | 0.00% | -33.3% | |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF0 | $1,951 | -3.3% | 30 | 0.0% | 0.00% | 0.0% | |
| SHW | SHERWIN WILLIAMS CO COM0 | $2,859 | -3.7% | 11 | 0.0% | 0.00% | 0.0% | |
| SWBI | Buy | SMITH & WESSON BRANDS INC COM0 | $2,198 | -0.1% | 170 | +0.6% | 0.00% | 0.0% |
| CEF | SPROTT PHYSICAL GOLD & SILVER TR UNIT0 | $3,031 | -3.9% | 175 | 0.0% | 0.00% | 0.0% | |
| STAA | Sell | STAAR SURGICAL CO COM PAR $0.010 | $2,411 | -83.4% | 60 | -78.3% | 0.00% | -81.8% |
| UNIT | Buy | UNITI GROUP INC COM0 | $1,950 | +5.1% | 413 | +2.7% | 0.00% | +100.0% |
| VIOV | VANGUARD S&P SMALL-CAP 600 VALUE ETF0 | $2,003 | -6.2% | 26 | 0.0% | 0.00% | 0.0% | |
| W | WAYFAIR INC CL A0 | $2,362 | -6.8% | 39 | 0.0% | 0.00% | 0.0% | |
| XRX | Buy | XEROX HOLDINGS CORP COM NEW0 | $2,104 | +7.0% | 134 | +1.5% | 0.00% | 0.0% |
| ACN | Sell | ACCENTURE PLC IRELAND SHS CLASS A0 | $1,906 | -32.7% | 6 | -33.3% | 0.00% | 0.0% |
| MDT | Buy | MEDTRONIC PLC SHS0 | $2,563 | -10.4% | 33 | +3.1% | 0.00% | 0.0% |
| NCLH | NORWEGIAN CRUISE LINE HLDG LTD SHS0 | $2,472 | -24.3% | 150 | 0.0% | 0.00% | -33.3% | |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKT0 | $2,723 | -19.2% | 60 | 0.0% | 0.00% | -33.3% | |
| GLOB | GLOBANT S A COM0 | $2,968 | +10.1% | 15 | 0.0% | 0.00% | 0.0% | |
| GILT | GILAT SATELLITE NETWORKS LTD SHS NEW0 | $2,120 | +3.2% | 330 | 0.0% | 0.00% | 0.0% | |
| WIX | WIX COM LTD SHS0 | $2,754 | +17.3% | 30 | 0.0% | 0.00% | 0.0% | |
| TAP | Buy | MOLSON COORS BEVERAGE CO CL B0 | $1,568 | -2.8% | 25 | +4.2% | 0.00% | 0.0% |
| JNPR | Buy | JUNIPER NETWORKS INC COM0 | $1,623 | +188.3% | 58 | +222.2% | 0.00% | – |
| FCPT | Sell | FOUR CORNERS PPTY TR INC COM0 | $990 | -44.8% | 45 | -36.6% | 0.00% | 0.0% |
| FSR | FISKER INC CL A COM STK0 | $1,181 | +13.8% | 184 | 0.0% | 0.00% | 0.0% | |
| MMS | MAXIMUS INC COM0 | $1,509 | -11.3% | 20 | 0.0% | 0.00% | 0.0% | |
| TROW | Sell | PRICE T ROWE GROUP INC COM0 | $1,806 | -89.3% | 17 | -88.7% | 0.00% | -92.3% |
| ENPH | ENPHASE ENERGY INC COM0 | $1,202 | -28.2% | 10 | 0.0% | 0.00% | 0.0% | |
| SCHW | SCHWAB CHARLES CORP COM0 | $1,108 | -2.7% | 20 | 0.0% | 0.00% | 0.0% | |
| ECL | ECOLAB INC COM0 | $1,213 | -9.0% | 7 | 0.0% | 0.00% | 0.0% | |
| STEM | New | STEM INC COM0 | $1,001 | – | 236 | +100.0% | 0.00% | – |
| EBAY | Buy | EBAY INC. COM0 | $1,838 | -0.8% | 42 | +2.4% | 0.00% | 0.0% |
| DOCS | DOXIMITY INC CL A0 | $1,061 | -37.6% | 50 | 0.0% | 0.00% | 0.0% | |
| GRNB | VANECK GREEN BOND ETF0 | $744 | -2.0% | 33 | 0.0% | 0.00% | 0.0% | |
| DOCEBO INC COM0 | $1,216 | +2.8% | 30 | 0.0% | 0.00% | 0.0% | ||
| PEGA | Sell | PEGASYSTEMS INC COM0 | $1,529 | -58.9% | 35 | -53.3% | 0.00% | -66.7% |
| JKS | JINKOSOLAR HLDG CO LTD SPONSORED ADR0 | $911 | -31.6% | 30 | 0.0% | 0.00% | 0.0% | |
| QRVO | QORVO INC COM0 | $955 | -6.4% | 10 | 0.0% | 0.00% | 0.0% | |
| RGR | STURM RUGER & CO INC COM0 | $950 | -0.9% | 18 | 0.0% | 0.00% | 0.0% | |
| MTCH | MATCH GROUP INC NEW COM0 | $979 | -6.4% | 25 | 0.0% | 0.00% | 0.0% | |
| BBMC | JPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETF0 | $926 | -4.6% | 12 | 0.0% | 0.00% | 0.0% | |
| CSAN | COSAN S A ADS0 | $1,017 | -9.0% | 75 | 0.0% | 0.00% | 0.0% | |
| CTVA | CORTEVA INC COM0 | $921 | -10.4% | 18 | 0.0% | 0.00% | 0.0% | |
| CFLT | CONFLUENT INC CLASS A COM0 | $1,481 | -16.1% | 50 | 0.0% | 0.00% | 0.0% | |
| TJX | TJX COS INC NEW COM0 | $973 | +5.2% | 11 | 0.0% | 0.00% | 0.0% | |
| New | IVANHOE ELECTRIC INC COM0 | $1,012 | – | 85 | +100.0% | 0.00% | – | |
| COHERENT CORP COM0 | $979 | -36.0% | 30 | 0.0% | 0.00% | 0.0% | ||
| PTON | PELOTON INTERACTIVE INC CL A COM0 | $818 | -34.3% | 162 | 0.0% | 0.00% | 0.0% | |
| CLF | CLEVELAND-CLIFFS INC NEW COM0 | $782 | -6.7% | 50 | 0.0% | 0.00% | 0.0% | |
| MASI | MASIMO CORP COM0 | $1,754 | -46.7% | 20 | 0.0% | 0.00% | -66.7% | |
| CIPHER MINING INC COM0 | $1,398 | -18.5% | 600 | 0.0% | 0.00% | 0.0% | ||
| OGN | Sell | ORGANON & CO COMMON STOCK0 | $1,161 | -78.7% | 67 | -74.3% | 0.00% | -75.0% |
| CHGG | Sell | CHEGG INC COM0 | $1,249 | -31.7% | 140 | -32.0% | 0.00% | 0.0% |
| MFC | Buy | MANULIFE FINL CORP COM0 | $923 | -2.2% | 51 | +2.0% | 0.00% | 0.0% |
| CARR | CARRIER GLOBAL CORPORATION COM0 | $862 | +11.4% | 16 | 0.0% | 0.00% | 0.0% | |
| CCL | CARNIVAL CORP COMMON STOCK0 | $1,372 | -27.1% | 100 | 0.0% | 0.00% | 0.0% | |
| CRTPF | CARDIOL THERAPEUTICS INC COM CL A0 | $895 | +0.6% | 1,000 | 0.0% | 0.00% | 0.0% | |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF0 | $1,838 | -4.2% | 33 | 0.0% | 0.00% | 0.0% | |
| VET | New | VERMILION ENERGY INC COM0 | $994 | – | 68 | +100.0% | 0.00% | – |
| VRTX | VERTEX PHARMACEUTICALS INC COM0 | $1,739 | -1.2% | 5 | 0.0% | 0.00% | 0.0% | |
| VIAC | Buy | PARAMOUNT GLOBAL CLASS B COM0 | $744 | -18.7% | 58 | +1.8% | 0.00% | 0.0% |
| VTRS | Sell | VIATRIS INC COM0 | $1,070 | -18.6% | 109 | -17.4% | 0.00% | 0.0% |
| Buy | SINCLAIR INC CL A0 | $1,735 | -17.1% | 155 | +2.6% | 0.00% | -50.0% | |
| TOKE | Buy | CAMBRIA CANNABIS ETF0 | $666 | +1.1% | 115 | +0.9% | 0.00% | 0.0% |
| VSTO | VISTA OUTDOOR INC COM0 | $1,656 | +19.7% | 50 | 0.0% | 0.00% | 0.0% | |
| VOD | Buy | VODAFONE GROUP PLC NEW SPONSORED ADR0 | $713 | +5.5% | 75 | +4.2% | 0.00% | 0.0% |
| CACI | CACI INTL INC CL A0 | $1,570 | -7.9% | 5 | 0.0% | 0.00% | 0.0% | |
| MAPS | WM TECHNOLOGY INC COM0 | $792 | +57.5% | 600 | 0.0% | 0.00% | – | |
| WAB | WABTEC COM0 | $1,311 | -2.9% | 12 | 0.0% | 0.00% | 0.0% | |
| SABR | Buy | SABRE CORP COM0 | $1,675 | +234.3% | 373 | +137.6% | 0.00% | – |
| IAU | Sell | ISHARES GOLD TRUST0 | $1,750 | -96.0% | 50 | -95.9% | 0.00% | -97.1% |
| SAMSARA INC COM CL A0 | $1,261 | -9.0% | 50 | 0.0% | 0.00% | 0.0% | ||
| SAM | BOSTON BEER INC CL A0 | $1,169 | +26.4% | 3 | 0.0% | 0.00% | 0.0% | |
| RSG | Sell | REPUBLIC SVCS INC COM0 | $1,038 | -60.7% | 7 | -58.8% | 0.00% | -50.0% |
| OXY | OCCIDENTAL PETE CORP COM0 | $659 | +10.8% | 10 | 0.0% | 0.00% | – | |
| MNKD | MANNKIND CORP COM NEW0 | $929 | +1.4% | 225 | 0.0% | 0.00% | 0.0% | |
| MGNI | MAGNITE INC COM0 | $1,131 | -44.8% | 150 | 0.0% | 0.00% | -50.0% | |
| TLRY | TILRAY BRANDS INC COM0 | $1,453 | +53.3% | 608 | 0.0% | 0.00% | 0.0% | |
| New | TOAST INC CL A0 | $937 | – | 50 | +100.0% | 0.00% | – | |
| WISDOMTREE BATTERY VALUE CHAIN AND INNOVATION FUND0 | $865 | -16.1% | 30 | 0.0% | 0.00% | 0.0% | ||
| ISRG | Sell | INTUITIVE SURGICAL INC COM NEW0 | $1,169 | -91.5% | 4 | -90.0% | 0.00% | -90.9% |
| TTC | Sell | TORO CO COM0 | $1,159 | -66.3% | 14 | -58.8% | 0.00% | -66.7% |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COM0 | $877 | -13.4% | 13 | 0.0% | 0.00% | 0.0% | |
| New | NOVONIX LIMITED SPONSORED ADS0 | $971 | – | 456 | +100.0% | 0.00% | – | |
| RH | RH COM0 | $793 | -19.8% | 3 | 0.0% | 0.00% | 0.0% | |
| HNST | HONEST CO INC COM0 | $1,260 | -25.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATION CL A0 | $1,656 | -20.0% | 7 | 0.0% | 0.00% | -50.0% | |
| HAS | Sell | HASBRO INC COM0 | $706 | -98.5% | 11 | -98.5% | 0.00% | -97.3% |
| SONO | SONOS INC COM0 | $646 | -20.9% | 50 | 0.0% | 0.00% | 0.0% | |
| ADP | Sell | AUTOMATIC DATA PROCESSING INC COM0 | $652 | -95.6% | 3 | -95.5% | 0.00% | -90.9% |
| TRN | TRINITY INDS INC COM0 | $1,736 | -4.4% | 71 | 0.0% | 0.00% | 0.0% | |
| NEXTDOOR HOLDINGS INC COM CL A0 | $1,092 | -44.2% | 600 | 0.0% | 0.00% | -50.0% | ||
| NEE | Sell | NEXTERA ENERGY INC COM0 | $1,337 | -90.8% | 23 | -88.3% | 0.00% | -90.9% |
| TPB | TURNING PT BRANDS INC COM0 | $1,179 | -3.6% | 51 | 0.0% | 0.00% | 0.0% | |
| PTEN | New | PATTERSON-UTI ENERGY INC COM0 | $1,877 | – | 136 | +100.0% | 0.00% | – |
| Buy | RAMACO RES INC COM CL A0 | $872 | +32.1% | 79 | +1.3% | 0.00% | 0.0% | |
| ME | 23ANDME HOLDING CO CLASS A COM0 | $1,317 | -44.1% | 1,347 | 0.0% | 0.00% | -50.0% | |
| FOLD | AMICUS THERAPEUTICS INC COM0 | $705 | -3.2% | 58 | 0.0% | 0.00% | 0.0% | |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM0 | $1,191 | -21.0% | 9 | 0.0% | 0.00% | 0.0% | |
| AOUT | AMERICAN OUTDOOR BRANDS INC COM0 | $1,271 | +12.7% | 130 | 0.0% | 0.00% | 0.0% | |
| JAZZ | JAZZ PHARMACEUTICALS PLC SHS USD0 | $1,165 | +4.4% | 9 | 0.0% | 0.00% | 0.0% | |
| PLNT | PLANET FITNESS INC CL A0 | $1,230 | -27.0% | 25 | 0.0% | 0.00% | 0.0% | |
| ADT | Buy | ADT INC DEL COM0 | $1,223 | +0.1% | 204 | +0.5% | 0.00% | 0.0% |
| KKR | KKR & CO INC COM0 | $1,567 | +10.3% | 25 | 0.0% | 0.00% | 0.0% | |
| FVRR | Sell | FIVERR INTL LTD ORD SHS0 | $1,370 | -55.4% | 56 | -52.5% | 0.00% | -50.0% |
| COPX | GLOBAL X COPPER MINERS ETF0 | $1,834 | -1.9% | 50 | 0.0% | 0.00% | 0.0% | |
| PATH | UIPATH INC CL A0 | $941 | +3.3% | 55 | 0.0% | 0.00% | 0.0% | |
| LIACF | AMERICAN LITHIUM CORP COM NEW0 | $1,788 | -28.8% | 1,250 | 0.0% | 0.00% | -50.0% | |
| ULBI | ULTRALIFE CORP COM0 | $976 | +101.7% | 100 | 0.0% | 0.00% | – | |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORD0 | $1,333 | +6.1% | 10 | 0.0% | 0.00% | 0.0% | |
| GRMN | Sell | GARMIN LTD SHS0 | $1,051 | -32.3% | 10 | -33.3% | 0.00% | 0.0% |
| LOGI | LOGITECH INTL S A SHS0 | $1,780 | +17.3% | 26 | 0.0% | 0.00% | 0.0% | |
| STNE | STONECO LTD COM CL A0 | $320 | -16.2% | 30 | 0.0% | 0.00% | – | |
| AMRN | AMARIN CORP PLC SPONS ADR NEW0 | $46 | -23.3% | 50 | 0.0% | 0.00% | – | |
| OM | OUTSET MED INC COM0 | $272 | -50.3% | 25 | 0.0% | 0.00% | – | |
| New | ORGANIGRAM HLDGS INC COM0 | $366 | – | 277 | +100.0% | 0.00% | – | |
| OPEN | OPENDOOR TECHNOLOGIES INC COM0 | $264 | -34.3% | 100 | 0.0% | 0.00% | – | |
| OLN | OLIN CORP COM PAR $10 | $488 | -2.4% | 10 | 0.0% | 0.00% | – | |
| KOMP | Buy | SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF0 | $3 | -25.0% | 0 | +100.0% | 0.00% | – |
| BIL | Sell | SPDR BLOOMBERG 1-3 MONTH T-BILL ETF0 | $71 | -98.8% | 1 | -98.4% | 0.00% | -100.0% |
| SFE | SAFEGUARD SCIENTIFICS INC COM NEW0 | $27 | -40.0% | 27 | 0.0% | 0.00% | – | |
| OXYWS | OCCIDENTAL PETE CORP WT EXP 0803270 | $43 | +16.2% | 1 | 0.0% | 0.00% | – | |
| SCHR | Sell | SCHWAB INTERMEDIATE-TERM US TREASURY ETF0 | $45 | -98.3% | 1 | -98.1% | 0.00% | -100.0% |
| SWM | MATIV HOLDINGS INC COM0 | $589 | -5.2% | 41 | 0.0% | 0.00% | – | |
| NUE | Buy | NUCOR CORP COM0 | $27 | -3.6% | 0 | +100.0% | 0.00% | – |
| SE | SEA LTD SPONSORD ADS0 | $527 | -24.3% | 12 | 0.0% | 0.00% | -100.0% | |
| NRG | Sell | NRG ENERGY INC COM NEW0 | $9 | -99.9% | 0 | -100.0% | 0.00% | -100.0% |
| UNUSUAL WHALES SUBVERSIVE REPUBLICAN TRADING ETF0 | $247 | -3.1% | 10 | 0.0% | 0.00% | – | ||
| UNUSUAL WHALES SUBVERSIVE DEMOCRATIC TRADING ETF0 | $270 | -2.9% | 10 | 0.0% | 0.00% | – | ||
| SVM | SILVERCORP METALS INC COM0 | $363 | -16.2% | 154 | 0.0% | 0.00% | – | |
| New | SKILLZ INC COM CL A0 | $82 | – | 16 | +100.0% | 0.00% | – | |
| SWKS | SKYWORKS SOLUTIONS INC COM0 | $597 | -10.2% | 6 | 0.0% | 0.00% | -100.0% | |
| SNAP | SNAP INC CL A0 | $223 | -24.7% | 25 | 0.0% | 0.00% | – | |
| MSGE | SPHERE ENTERTAINMENT CO CL A0 | $186 | +35.8% | 5 | 0.0% | 0.00% | – | |
| New | MADISON SQUARE GARDEN ENTMT COM CL A0 | $165 | – | 5 | +100.0% | 0.00% | – | |
| LYFT | LYFT INC CL A COM0 | $316 | +9.7% | 30 | 0.0% | 0.00% | – | |
| LKQ | Sell | LKQ CORP COM0 | $3 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| AU | Exit | ANGLOGOLD ASHANTI LIMITED SPONSORED ADR0 | $0 | – | -2 | -100.0% | 0.00% | – |
| STWD | Sell | STARWOOD PPTY TR INC COM0 | $3 | -99.6% | 0 | -100.0% | 0.00% | -100.0% |
| JBT | Sell | JOHN BEAN TECHNOLOGIES CORP COM0 | $78 | -99.4% | 1 | -99.1% | 0.00% | -100.0% |
| SFIX | STITCH FIX INC COM CL A0 | $35 | -10.3% | 10 | 0.0% | 0.00% | – | |
| SBFM | SUNSHINE BIOPHARMA INC COM NEW0 | $6 | -33.3% | 18 | 0.0% | 0.00% | – | |
| HDV | Sell | ISHARES CORE HIGH DIVIDEND ETF0 | $40 | -99.2% | 0 | -100.0% | 0.00% | -100.0% |
| SHV | Sell | ISHARES SHORT TREASURY BOND ETF0 | $57 | -99.1% | 1 | -98.3% | 0.00% | -100.0% |
| IEI | Sell | ISHARES 3-7 YEAR TREASURY BOND ETF0 | $62 | -99.1% | 1 | -98.4% | 0.00% | -100.0% |
| TELL | TELLURIAN INC NEW COM0 | $232 | -17.7% | 200 | 0.0% | 0.00% | – | |
| SHY | Sell | ISHARES 1-3 YEAR TREASURY BOND ETF0 | $49 | -99.8% | 1 | -99.6% | 0.00% | -100.0% |
| IEF | Sell | ISHARES 7-10 YEAR TREASURY BOND ETF0 | $43 | -96.9% | 0 | -100.0% | 0.00% | -100.0% |
| NVTA | INVITAE CORP COM0 | $15 | -46.4% | 25 | 0.0% | 0.00% | – | |
| BKLN | Sell | INVESCO SENIOR LOAN ETF0 | $9 | -99.6% | 0 | -100.0% | 0.00% | -100.0% |
| Sell | THOMSON REUTERS CORP. COM0 | $113 | -90.6% | 1 | -88.9% | 0.00% | -100.0% | |
| DDD | 3-D SYS CORP DEL COM NEW0 | $417 | -50.6% | 85 | 0.0% | 0.00% | -100.0% | |
| DBC | Sell | INVESCO DB COMMODITY INDEX TRACKING FUND0 | $477 | +4.4% | 19 | -5.0% | 0.00% | – |
| INSG | INSEEGO CORP COM0 | $4 | -33.3% | 10 | 0.0% | 0.00% | – | |
| GRWG | GROWGENERATION CORP COM0 | $190 | -14.0% | 65 | 0.0% | 0.00% | – | |
| TRIP | TRIPADVISOR INC COM0 | $166 | +0.6% | 10 | 0.0% | 0.00% | – | |
| TRUP | TRUPANION INC COM0 | $564 | +43.1% | 20 | 0.0% | 0.00% | – | |
| GGG | Sell | GRACO INC COM0 | $33 | -99.8% | 0 | -100.0% | 0.00% | -100.0% |
| TWST | TWIST BIOSCIENCE CORP COM0 | $405 | -1.0% | 20 | 0.0% | 0.00% | – | |
| GPRO | GOPRO INC CL A0 | $314 | -24.2% | 100 | 0.0% | 0.00% | – | |
| GDRX | GOODRX HLDGS INC COM CL A0 | $225 | +1.8% | 40 | 0.0% | 0.00% | – | |
| GPN | Sell | GLOBAL PMTS INC COM0 | $34 | -99.7% | 0 | -100.0% | 0.00% | -100.0% |
| GDV | GABELLI DIVID & INCOME TR COM0 | $33 | -8.3% | 2 | 0.0% | 0.00% | – | |
| ENTG | Sell | ENTEGRIS INC COM0 | $44 | -99.5% | 0 | -100.0% | 0.00% | -100.0% |
| DAVA | ENDAVA PLC ADS0 | $574 | +10.8% | 10 | 0.0% | 0.00% | – | |
| VFC | V F CORP COM0 | $18 | -5.3% | 1 | 0.0% | 0.00% | – | |
| DOCN | Sell | DIGITALOCEAN HLDGS INC COM0 | $409 | -91.3% | 17 | -85.5% | 0.00% | -100.0% |
| DNMR | DANIMER SCIENTIFIC INC COM CL A0 | $290 | -12.9% | 140 | 0.0% | 0.00% | – | |
| DHR | Sell | DANAHER CORPORATION COM0 | $51 | -99.5% | 0 | -100.0% | 0.00% | -100.0% |
| DXC | DXC TECHNOLOGY CO COM0 | $443 | -22.0% | 21 | 0.0% | 0.00% | – | |
| CRON | CRONOS GROUP INC COM0 | $400 | +1.5% | 200 | 0.0% | 0.00% | – | |
| CNDT | CONDUENT INC COM0 | $278 | +2.2% | 80 | 0.0% | 0.00% | – | |
| CL | Sell | COLGATE PALMOLIVE CO COM0 | $18 | -97.2% | 0 | -100.0% | 0.00% | – |
| VGSH | Sell | VANGUARD SHORT-TERM TREASURY ETF0 | $15 | -99.8% | 0 | -100.0% | 0.00% | -100.0% |
| C | Sell | CITIGROUP INC COM NEW0 | $154 | -98.4% | 4 | -98.0% | 0.00% | -100.0% |
| CC | CHEMOURS CO COM0 | $248 | -23.2% | 9 | 0.0% | 0.00% | – | |
| CHTR | CHARTER COMMUNICATIONS INC NEW CL A0 | $440 | +19.9% | 1 | 0.0% | 0.00% | – | |
| CGC | CANOPY GROWTH CORP COM0 | $524 | +101.5% | 670 | 0.0% | 0.00% | – | |
| VFF | VILLAGE FARMS INTL INC COM0 | $558 | +33.2% | 700 | 0.0% | 0.00% | – | |
| CI | Sell | THE CIGNA GROUP COM0 | $276 | -97.5% | 1 | -97.4% | 0.00% | -100.0% |
| BHF | BRIGHTHOUSE FINL INC COM0 | $538 | +3.3% | 11 | 0.0% | 0.00% | – | |
| WD | WALKER & DUNLOP INC COM0 | $39 | -4.9% | 1 | 0.0% | 0.00% | – | |
| BAH | Sell | BOOZ ALLEN HAMILTON HLDG CORP CL A0 | $35 | -97.4% | 0 | -100.0% | 0.00% | -100.0% |
| TXG | Exit | 10X GENOMICS INC CL A COM0 | $0 | – | -11 | -100.0% | 0.00% | – |
| BME | BLACKROCK HEALTH SCIENCES TR COM0 | $427 | -2.1% | 11 | 0.0% | 0.00% | – | |
| WHEELS UP EXPERIENCE INC COM CL A0 | $122 | +76.8% | 59 | 0.0% | 0.00% | – | ||
| TECH | Sell | BIO-TECHNE CORP COM0 | $64 | -99.4% | 1 | -99.3% | 0.00% | -100.0% |
| BYND | Sell | BEYOND MEAT INC COM0 | $144 | -90.4% | 15 | -87.0% | 0.00% | -100.0% |
| BODY | THE BEACHBODY COMPANY INC COM CL A0 | $273 | -29.5% | 925 | 0.0% | 0.00% | – | |
| WOLFSPEED INC COM0 | $305 | -31.5% | 8 | 0.0% | 0.00% | – | ||
| BAX | Sell | BAXTER INTL INC COM0 | $7 | -97.5% | 0 | -100.0% | 0.00% | – |
| WKHS | WORKHORSE GROUP INC COM NEW0 | $21 | -52.3% | 50 | 0.0% | 0.00% | – | |
| BHC | BAUSCH HEALTH COS INC COM0 | $575 | +2.7% | 70 | 0.0% | 0.00% | – | |
| ZG | ZILLOW GROUP INC CL A0 | $224 | -8.9% | 5 | 0.0% | 0.00% | – | |
| BAND | BANDWIDTH INC COM CL A0 | $45 | -18.2% | 4 | 0.0% | 0.00% | – | |
| ACB | AURORA CANNABIS INC COM0 | $15 | +15.4% | 25 | 0.0% | 0.00% | – | |
| ASAN | ASANA INC CL A0 | $183 | -16.8% | 10 | 0.0% | 0.00% | – | |
| ARCC | Sell | ARES CAPITAL CORP COM0 | $1 | -99.8% | 0 | -100.0% | 0.00% | – |
| AMBA | AMBARELLA INC SHS0 | $530 | -36.7% | 10 | 0.0% | 0.00% | -100.0% | |
| CNBS | AMPLIFY SEYMOUR CANNABIS ETF0 | $482 | +30.3% | 100 | 0.0% | 0.00% | – | |
| APH | Sell | AMPHENOL CORP NEW CL A0 | $38 | -99.6% | 0 | -100.0% | 0.00% | -100.0% |
| GAN | GAN LTD SHS0 | $64 | -28.9% | 55 | 0.0% | 0.00% | – | |
| Sell | LINDE PLC SHS0 | $414 | -97.9% | 1 | -98.0% | 0.00% | -100.0% | |
| NEGG | NEWEGG COMMERCE INC COMMON SHARES0 | $169 | -27.8% | 200 | 0.0% | 0.00% | – | |
| NVCR | Sell | NOVOCURE LTD ORD SHS0 | $485 | -78.8% | 30 | -45.5% | 0.00% | -100.0% |
| ALLY | Sell | ALLY FINL INC COM0 | $6 | -99.9% | 0 | -100.0% | 0.00% | -100.0% |
| ARE | Sell | ALEXANDRIA REAL ESTATE EQ INC COM0 | $23 | -96.1% | 0 | -100.0% | 0.00% | – |
| AFRM | AFFIRM HLDGS INC COM CL A0 | $425 | +38.4% | 20 | 0.0% | 0.00% | – | |
| SSYS | STRATASYS LTD SHS0 | $612 | -23.4% | 45 | 0.0% | 0.00% | -100.0% | |
| AAP | Sell | ADVANCE AUTO PARTS INC COM0 | $12 | -96.7% | 0 | -100.0% | 0.00% | – |
| ALLEGO N V ORD SHS0 | $562 | -19.3% | 253 | 0.0% | 0.00% | -100.0% | ||
| New | AMC ENTMT HLDGS INC CL A NEW0 | $216 | – | 27 | +100.0% | 0.00% | – | |
| Exit | ORGANIGRAM HLDGS INC COM0 | $0 | – | -1,110 | -100.0% | 0.00% | – | |
| RCI | Exit | ROGERS COMMUNICATIONS INC CL B0 | $0 | – | -2 | -100.0% | 0.00% | – |
| AMC | Exit | AMC ENTMT HLDGS INC CL A COM0 | $0 | – | -135 | -100.0% | 0.00% | – |
| New | RAMACO RES INC COM CL B0 | $182 | – | 15 | +100.0% | 0.00% | – | |
| PXD | PIONEER NAT RES CO COM0 | $242 | +11.5% | 1 | 0.0% | 0.00% | – | |
| MINT | Sell | PIMCO ENHANCED SHORT MATURITY ACTIVE ETF0 | $88 | -95.3% | 1 | -94.7% | 0.00% | -100.0% |
| Sell | PHILLIPS EDISON & CO INC COMMON STOCK0 | $8 | -100.0% | 0 | -100.0% | 0.00% | -100.0% | |
| ROCKWELL MED INC COM NEW0 | $447 | -61.9% | 215 | 0.0% | 0.00% | -100.0% | ||
| PENN | PENN ENTERTAINMENT INC COM0 | $574 | -4.5% | 25 | 0.0% | 0.00% | – | |
| RVT | ROYCE VALUE TR INC COM0 | $103 | -5.5% | 8 | 0.0% | 0.00% | – | |
| OTIS | OTIS WORLDWIDE CORP COM0 | $589 | -9.4% | 7 | 0.0% | 0.00% | -100.0% | |
| MSGS | Exit | MADISON SQUARE GRDN SPRT CORP CL A0 | $0 | – | -5 | -100.0% | -0.00% | – |
| NEX | Exit | NEXTIER OILFIELD SOLUTIONS COM0 | $0 | – | -179 | -100.0% | -0.00% | – |
| PSP | Exit | INVESCO GLOBAL LISTED PRIVATE EQUITY ETF0 | $0 | – | -266 | -100.0% | -0.00% | – |
| ABB | Exit | ABB LTD SPONSORED ADR0 | $0 | – | -69 | -100.0% | -0.00% | – |
| CTLT | Exit | CATALENT INC COM0 | $0 | – | -100 | -100.0% | -0.00% | – |
| Exit | CONFORMIS INC COM NEW0 | $0 | – | -1,500 | -100.0% | -0.00% | – | |
| EQH | Exit | EQUITABLE HLDGS INC COM0 | $0 | – | -164 | -100.0% | -0.00% | – |
| HYUP | Exit | XTRACKERS HIGH BETA HIGH YIELD BOND ETF0 | $0 | – | -200 | -100.0% | -0.01% | – |
| GRES | Exit | IQ GLOBAL RESOURCES ETF0 | $0 | – | -243 | -100.0% | -0.01% | – |
| AEP | Exit | AMERICAN ELEC PWR CO INC COM0 | $0 | – | -90 | -100.0% | -0.01% | – |
| VIACA | Exit | PARAMOUNT GLOBAL CLASS A COM0 | $0 | – | -406 | -100.0% | -0.01% | – |
| TQQQ | Exit | PROSHARES ULTRAPRO QQQ0 | $0 | – | -202 | -100.0% | -0.01% | – |
| CLVT | Exit | CLARIVATE PLC ORD SHS0 | $0 | – | -763 | -100.0% | -0.01% | – |
| ERF | Exit | ENERPLUS CORP COM0 | $0 | – | -641 | -100.0% | -0.01% | – |
| SITE | Exit | SITEONE LANDSCAPE SUPPLY INC COM0 | $0 | – | -59 | -100.0% | -0.01% | – |
| APTV | Exit | APTIV PLC SHS0 | $0 | – | -108 | -100.0% | -0.01% | – |
| BNDW | Exit | VANGUARD TOTAL WORLD BOND ETF0 | $0 | – | -171 | -100.0% | -0.01% | – |
| VBK | Exit | VANGUARD SMALL-CAP GROWTH ETF0 | $0 | – | -65 | -100.0% | -0.01% | – |
| PTC | Exit | PTC INC COM0 | $0 | – | -108 | -100.0% | -0.01% | – |
| GWX | Exit | SPDR S&P INTERNATIONAL SMALL CAP ETF0 | $0 | – | -514 | -100.0% | -0.01% | – |
| PULS | Exit | PGIM ULTRA SHORT BOND ETF0 | $0 | – | -325 | -100.0% | -0.01% | – |
| IUSG | Exit | ISHARES CORE S&P U.S. GROWTH ETF0 | $0 | – | -173 | -100.0% | -0.01% | – |
| SRLN | Exit | SPDR BLACKSTONE SENIOR LOAN ETF0 | $0 | – | -416 | -100.0% | -0.01% | – |
| FPX | Exit | FIRST TRUST US EQUITY OPPORTUNITIES ETF0 | $0 | – | -199 | -100.0% | -0.01% | – |
| MOO | Exit | VANECK AGRIBUSINESS ETF0 | $0 | – | -343 | -100.0% | -0.02% | – |
| WH | Exit | WYNDHAM HOTELS & RESORTS INC COM0 | $0 | – | -487 | -100.0% | -0.03% | – |
| TNL | Exit | TRAVEL PLUS LEISURE CO COM0 | $0 | – | -872 | -100.0% | -0.03% | – |
| DURA | Exit | VANECK DURABLE HIGH DIVIDEND ETF0 | $0 | – | -1,443 | -100.0% | -0.04% | – |
| TMDX | Exit | TRANSMEDICS GROUP INC COM0 | $0 | – | -579 | -100.0% | -0.04% | – |
| ABT | Exit | ABBOTT LABS COM0 | $0 | – | -3,077 | -100.0% | -0.26% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL CORE FIXED INCOME ETF | 8 | Q3 2023 | 19.3% |
| VANGUARD VALUE INDEX FUND | 8 | Q3 2023 | 14.4% |
| VANGUARD GROWTH INDEX FUND | 8 | Q3 2023 | 14.0% |
| JANUS HENDERSON SHORT DURATION INCOME ETF | 8 | Q3 2023 | 8.0% |
| ISHARES FLOATING RATE BOND ETF | 8 | Q3 2023 | 9.9% |
| JANUS HENDERSON AAA CLO ETF | 8 | Q3 2023 | 7.0% |
| FINANCIAL SELECT SECTOR SPDR FUND | 8 | Q3 2023 | 4.8% |
| APPLE INC COM | 8 | Q3 2023 | 3.6% |
| WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | 8 | Q3 2023 | 6.4% |
| INDUSTRIAL SELECT SECTOR SPDR FUND | 8 | Q3 2023 | 2.9% |
View Rise Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-09 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-10 |
| 13F-HR | 2023-04-05 |
| 13F-HR | 2023-01-06 |
| 13F-HR | 2022-10-11 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-04-22 |
| 13F-HR | 2022-02-24 |
View Rise Advisors, LLC'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.