$99.2 Billion is the total value of Rise Advisors, LLC's 741 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 18.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Buy | DIMENSIONAL CORE FIXED INCOME ETF0 | $12,865,000 | -5.4% | 294,936 | +0.6% | 12.98% | +6.0% | |
| FLOT | Sell | ISHARES FLOATING RATE BOND ETF0 | $9,804,000 | -2.8% | 196,401 | -1.6% | 9.89% | +8.9% |
| VNLA | Sell | JANUS HENDERSON SHORT DURATION INCOME ETF0 | $7,013,000 | -1.4% | 144,212 | -0.5% | 7.07% | +10.4% |
| JAAA | Sell | JANUS HENDERSON AAA CLO ETF0 | $6,951,000 | -2.7% | 141,748 | -0.4% | 7.01% | +9.0% |
| DFAT | Buy | DIMENSIONAL U.S. TARGETED VALUE ETF0 | $4,366,000 | -11.9% | 108,561 | +2.1% | 4.40% | -1.3% |
| VTV | Sell | VANGUARD VALUE INDEX FUND0 | $3,281,000 | -11.1% | 24,881 | -0.4% | 3.31% | -0.4% |
| AAPL | Buy | APPLE INC COM0 | $3,064,000 | -21.4% | 22,410 | +0.4% | 3.09% | -12.0% |
| XLF | Buy | FINANCIAL SELECT SECTOR SPDR FUND0 | $2,814,000 | -14.8% | 89,475 | +3.8% | 2.84% | -4.6% |
| XLI | Buy | INDUSTRIAL SELECT SECTOR SPDR FUND0 | $2,730,000 | -13.9% | 31,256 | +1.5% | 2.75% | -3.6% |
| XSOE | Buy | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND0 | $2,532,000 | -10.2% | 88,283 | +2.2% | 2.55% | +0.6% |
| HD | Buy | HOME DEPOT INC COM0 | $2,342,000 | -7.8% | 8,538 | +0.7% | 2.36% | +3.3% |
| VUG | Buy | VANGUARD GROWTH INDEX FUND0 | $2,246,000 | -21.6% | 10,077 | +1.2% | 2.26% | -12.2% |
| TGT | Buy | TARGET CORP COM0 | $1,511,000 | -32.1% | 10,698 | +2.0% | 1.52% | -23.9% |
| PYPL | Buy | PAYPAL HLDGS INC COM0 | $1,389,000 | -35.7% | 19,891 | +6.5% | 1.40% | -28.0% |
| IEFA | Sell | ISHARES CORE MSCI EAFE ETF0 | $1,301,000 | -16.0% | 22,104 | -0.8% | 1.31% | -5.9% |
| AGG | Sell | ISHARES CORE U.S. AGGREGATE BOND ETF0 | $1,204,000 | -6.2% | 11,842 | -1.2% | 1.21% | +5.0% |
| TMP | Sell | TOMPKINS FINL CORP COM0 | $1,145,000 | -8.0% | 15,882 | -0.1% | 1.16% | +3.1% |
| IJH | Buy | ISHARES S&P MIDCAP FUND0 | $1,106,000 | -14.9% | 4,889 | +1.0% | 1.12% | -4.7% |
| SQ | Buy | BLOCK INC CL A0 | $989,000 | -52.7% | 16,092 | +4.4% | 1.00% | -47.0% |
| MSFT | Sell | MICROSOFT CORP COM0 | $940,000 | -17.0% | 3,659 | -0.3% | 0.95% | -7.0% |
| FTEC | Buy | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF0 | $850,000 | -20.6% | 8,813 | +1.3% | 0.86% | -11.0% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL B NEW0 | $829,000 | -17.6% | 3,037 | +6.5% | 0.84% | -7.7% |
| DFAC | Buy | DIMENSIONAL U.S. CORE EQUITY 2 ETF0 | $732,000 | -15.3% | 31,435 | +0.4% | 0.74% | -5.1% |
| FBND | Sell | FIDELITY TOTAL BOND ETF0 | $716,000 | -7.4% | 15,385 | -0.9% | 0.72% | +3.7% |
| VBR | Sell | VANGUARD SMALL-CAP VALUE INDEX FUND0 | $691,000 | -14.9% | 4,614 | -0.0% | 0.70% | -4.7% |
| ISTB | Sell | ISHARES CORE 1-5 YEAR USD BOND ETF0 | $644,000 | -2.4% | 13,576 | -0.4% | 0.65% | +9.3% |
| PAYX | Buy | PAYCHEX INC COM0 | $633,000 | -12.9% | 5,556 | +4.4% | 0.64% | -2.6% |
| XOM | Buy | EXXON MOBIL CORP COM0 | $556,000 | +4.1% | 6,494 | +0.5% | 0.56% | +16.6% |
| BND | Sell | VANGUARD TOTAL BOND MARKET INDEX FUND0 | $542,000 | -10.0% | 7,206 | -4.8% | 0.55% | +0.9% |
| Buy | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF0 | $446,000 | -13.1% | 20,817 | +1.3% | 0.45% | -2.6% | |
| IXUS | Buy | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF0 | $425,000 | -12.9% | 7,446 | +1.7% | 0.43% | -2.3% |
| FAST | FASTENAL CO COM0 | $418,000 | -15.9% | 8,370 | 0.0% | 0.42% | -5.6% | |
| IEMG | Buy | ISHARES CORE MSCI EMERGING MARKETS ETF0 | $417,000 | -9.5% | 8,509 | +2.5% | 0.42% | +1.4% |
| PFE | Buy | PFIZER INC COM0 | $415,000 | +13.1% | 7,910 | +11.7% | 0.42% | +27.0% |
| VIG | Buy | VANGUARD DIVIDEND APPRECIATION INDEX FUND0 | $410,000 | -11.1% | 2,856 | +0.5% | 0.41% | -0.5% |
| ABBV | Buy | ABBVIE INC COM0 | $401,000 | -3.1% | 2,617 | +2.4% | 0.40% | +8.3% |
| AMZN | Buy | AMAZON COM INC COM0 | $395,000 | -31.9% | 3,715 | +1987.1% | 0.40% | -23.8% |
| MRK | Buy | MERCK & CO INC COM0 | $376,000 | +24.9% | 4,124 | +12.3% | 0.38% | +39.9% |
| BAC | Sell | BK OF AMERICA CORP COM0 | $362,000 | -24.6% | 11,637 | -0.0% | 0.36% | -15.5% |
| IVV | Sell | ISHARES CORE S&P 500 ETF0 | $330,000 | -17.9% | 869 | -2.0% | 0.33% | -8.0% |
| VNQ | Buy | VANGUARD REAL ESTATE ETF0 | $328,000 | -15.5% | 3,602 | +0.6% | 0.33% | -5.2% |
| WMT | Buy | WALMART INC COM0 | $319,000 | -15.8% | 2,621 | +2.9% | 0.32% | -5.6% |
| LOW | Sell | LOWES COS INC COM0 | $317,000 | -14.1% | 1,813 | -0.7% | 0.32% | -3.6% |
| ABT | Buy | ABBOTT LABS COM0 | $301,000 | -8.2% | 2,771 | +0.0% | 0.30% | +3.1% |
| DVY | Buy | ISHARES SELECT DIVIDEND ETF0 | $295,000 | -7.5% | 2,505 | +0.5% | 0.30% | +3.8% |
| DG | Sell | DOLLAR GEN CORP NEW COM0 | $283,000 | +7.2% | 1,155 | -2.7% | 0.28% | +19.7% |
| STZ | Sell | CONSTELLATION BRANDS INC CL A0 | $281,000 | +0.4% | 1,204 | -0.8% | 0.28% | +12.3% |
| IWM | Buy | ISHARES RUSSELL 2000 ETF0 | $278,000 | -16.0% | 1,644 | +1.9% | 0.28% | -6.0% |
| MCD | Buy | MCDONALDS CORP COM0 | $267,000 | +12.7% | 1,080 | +12.9% | 0.27% | +26.3% |
| GOOG | Buy | ALPHABET INC CAP STK CL C0 | $262,000 | -14.7% | 120 | +9.1% | 0.26% | -4.3% |
| ZBH | Buy | ZIMMER BIOMET HOLDINGS INC COM0 | $258,000 | -13.4% | 2,460 | +5.6% | 0.26% | -3.0% |
| JNJ | Buy | JOHNSON & JOHNSON COM0 | $256,000 | +0.8% | 1,444 | +0.6% | 0.26% | +12.7% |
| JPM | Buy | JPMORGAN CHASE & CO COM0 | $240,000 | -9.4% | 2,131 | +9.8% | 0.24% | +1.3% |
| TDIV | Sell | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND0 | $239,000 | -15.2% | 4,765 | -0.3% | 0.24% | -5.1% |
| New | DRAFTKINGS INC NEW COM CL A0 | $236,000 | – | 20,263 | +100.0% | 0.24% | – | |
| VIGI | Buy | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF0 | $231,000 | -12.5% | 3,369 | +0.9% | 0.23% | -2.1% |
| TSLA | Sell | TESLA INC COM0 | $228,000 | -38.4% | 338 | -1.5% | 0.23% | -30.9% |
| QQQ | Sell | INVESCO QQQ TRUST0 | $222,000 | -29.3% | 791 | -8.7% | 0.22% | -20.8% |
| TIP | Buy | ISHARES TIPS BOND ETF0 | $200,000 | -8.3% | 1,759 | +0.5% | 0.20% | +3.1% |
| IYR | Buy | ISHARES U.S. REAL ESTATE ETF0 | $200,000 | -13.0% | 2,173 | +2.1% | 0.20% | -2.4% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC COM0 | $199,000 | -15.7% | 152 | +2.0% | 0.20% | -5.2% |
| MMM | Buy | 3M CO COM0 | $196,000 | +4.3% | 1,514 | +19.8% | 0.20% | +17.2% |
| CSCO | Buy | CISCO SYS INC COM0 | $191,000 | -5.0% | 4,479 | +24.2% | 0.19% | +6.6% |
| BBY | Buy | BEST BUY INC COM0 | $186,000 | -28.2% | 2,854 | +0.1% | 0.19% | -19.3% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF0 | $184,000 | -18.6% | 444 | -3.7% | 0.19% | -8.4% |
| New | DIMENSIONAL US MARKETWIDE VALUE ETF0 | $174,000 | – | 5,503 | +100.0% | 0.18% | – | |
| LULU | LULULEMON ATHLETICA INC COM0 | $158,000 | -25.1% | 578 | 0.0% | 0.16% | -16.3% | |
| COST | Buy | COSTCO WHSL CORP NEW COM0 | $156,000 | +25.8% | 326 | +50.9% | 0.16% | +40.2% |
| IJS | Buy | ISHARES S&P SMALL-CAP 600 VALUE ETF0 | $154,000 | -9.4% | 1,735 | +4.3% | 0.16% | +1.3% |
| FIXD | Sell | FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF0 | $148,000 | -6.9% | 3,200 | -0.3% | 0.15% | +4.2% |
| VZ | Buy | VERIZON COMMUNICATIONS INC COM0 | $144,000 | +21.0% | 2,840 | +21.4% | 0.14% | +35.5% |
| T | Buy | AT&T INC COM0 | $142,000 | -10.7% | 6,777 | +0.8% | 0.14% | 0.0% |
| CRBN | Buy | ISHARES MSCI ACWI LOW CARBON TARGET ETF0 | $142,000 | -15.0% | 1,035 | +1.1% | 0.14% | -4.7% |
| KO | Buy | COCA COLA CO COM0 | $131,000 | +31.0% | 2,082 | +28.8% | 0.13% | +46.7% |
| VCSH | Buy | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND0 | $131,000 | 0.0% | 1,720 | +2.4% | 0.13% | +11.9% |
| IYH | Buy | ISHARES U.S. HEALTHCARE ETF0 | $130,000 | -6.5% | 483 | +0.4% | 0.13% | +4.8% |
| XLY | Buy | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND0 | $129,000 | -25.4% | 937 | +0.2% | 0.13% | -16.7% |
| VTI | Buy | VANGUARD TOTAL STOCK MARKET INDEX FUND0 | $129,000 | -16.8% | 685 | +0.4% | 0.13% | -7.1% |
| F | Sell | FORD MTR CO DEL COM0 | $127,000 | -36.2% | 11,444 | -2.7% | 0.13% | -28.5% |
| SPY | Buy | SPDR S&P 500 ETF0 | $126,000 | -13.1% | 334 | +4.0% | 0.13% | -3.1% |
| VO | Buy | VANGUARD MID-CAP INDEX FUND0 | $125,000 | -17.2% | 636 | +0.2% | 0.13% | -7.4% |
| INTC | Buy | INTEL CORP COM0 | $124,000 | +17.0% | 3,322 | +54.9% | 0.12% | +31.6% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC COM0 | $123,000 | +16.0% | 509 | +19.5% | 0.12% | +30.5% |
| New | QUIDELORTHO CORP COM0 | $123,000 | – | 1,270 | +100.0% | 0.12% | – | |
| SUB | Buy | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF0 | $123,000 | 0.0% | 1,177 | +0.2% | 0.12% | +11.7% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS COM0 | $111,000 | +1.8% | 788 | -6.0% | 0.11% | +14.3% |
| RDIV | Buy | INVESCO S&P ULTRA DIVIDEND REVENUE ETF0 | $110,000 | -5.2% | 2,659 | +0.6% | 0.11% | +6.7% |
| VYMI | Buy | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF0 | $110,000 | -11.3% | 1,862 | +1.1% | 0.11% | -0.9% |
| NVDA | Buy | NVIDIA CORPORATION COM0 | $110,000 | +12.2% | 728 | +103.4% | 0.11% | +26.1% |
| IDXX | IDEXX LABS INC COM0 | $105,000 | -35.6% | 298 | 0.0% | 0.11% | -27.9% | |
| AZN | Buy | ASTRAZENECA PLC SPONSORED ADR0 | $102,000 | 0.0% | 1,543 | +0.6% | 0.10% | +12.0% |
| PNC | Buy | PNC FINL SVCS GROUP INC COM0 | $100,000 | -13.8% | 634 | +1.0% | 0.10% | -2.9% |
| PG | Buy | PROCTER AND GAMBLE CO COM0 | $100,000 | -4.8% | 696 | +0.9% | 0.10% | +6.3% |
| IJR | Buy | ISHARES S&P SMALL-CAP FUND0 | $96,000 | -13.5% | 1,036 | +0.3% | 0.10% | -3.0% |
| VYM | Buy | VANGUARD HIGH DIVIDEND YIELD ETF0 | $95,000 | -8.7% | 932 | +0.5% | 0.10% | +2.1% |
| LLY | LILLY ELI & CO COM0 | $94,000 | +13.3% | 291 | 0.0% | 0.10% | +26.7% | |
| WPC | WP CAREY INC COM0 | $93,000 | +3.3% | 1,118 | 0.0% | 0.09% | +16.0% | |
| DIS | Buy | DISNEY WALT CO COM0 | $93,000 | -23.8% | 988 | +10.9% | 0.09% | -14.5% |
| GBNY | New | GENERATIONS BANCORP NY INC COM0 | $92,000 | – | 8,063 | +100.0% | 0.09% | – |
| VGT | Buy | VANGUARD INFORMATION TECHNOLOGY INDEX FUND0 | $90,000 | -21.1% | 275 | +0.4% | 0.09% | -11.7% |
| IGSB | Buy | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF0 | $89,000 | 0.0% | 1,765 | +3.0% | 0.09% | +12.5% |
| IDU | Buy | ISHARES U.S. UTILITIES ETF0 | $89,000 | -5.3% | 1,035 | +0.5% | 0.09% | +5.9% |
| CAT | Buy | CATERPILLAR INC COM0 | $89,000 | +23.6% | 501 | +55.6% | 0.09% | +38.5% |
| IJK | Buy | ISHARES S&P MID-CAP 400 GROWTH ETF0 | $81,000 | -11.0% | 1,273 | +7.7% | 0.08% | 0.0% |
| GSG | ISHARES GSCI COMMODITY-INDEXED TRUST0 | $80,000 | +2.6% | 3,446 | 0.0% | 0.08% | +15.7% | |
| DSI | Buy | ISHARES MSCI KLD 400 SOCIAL ETF0 | $79,000 | -16.8% | 1,105 | +0.3% | 0.08% | -7.0% |
| WM | Buy | WASTE MGMT INC DEL COM0 | $78,000 | +73.3% | 508 | +78.9% | 0.08% | +92.7% |
| OGIG | ALPS O'SHARES GLOBAL INTERNET GIANTS ETF0 | $78,000 | -27.8% | 2,875 | 0.0% | 0.08% | -18.6% | |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO COM0 | $78,000 | +23.8% | 1,007 | +16.0% | 0.08% | +38.6% |
| TQQQ | New | PROSHARES ULTRAPRO QQQ0 | $77,000 | – | 3,221 | +100.0% | 0.08% | – |
| MUB | Buy | ISHARES NATIONAL MUNI BOND ETF0 | $76,000 | -2.6% | 714 | +0.4% | 0.08% | +10.0% |
| MU | Buy | MICRON TECHNOLOGY INC COM0 | $75,000 | +47.1% | 1,354 | +107.4% | 0.08% | +65.2% |
| MS | Buy | MORGAN STANLEY COM NEW0 | $75,000 | -2.6% | 988 | +12.3% | 0.08% | +10.1% |
| FREL | Sell | FIDELITY MSCI REAL ESTATE INDEX ETF0 | $73,000 | -19.8% | 2,689 | -3.8% | 0.07% | -9.8% |
| EEM | Buy | ISHARES MSCI EMERGING MARKETS ETF0 | $73,000 | +19.7% | 1,826 | +35.4% | 0.07% | +34.5% |
| UPRO | Buy | PROSHARES ULTRAPRO S&P 5000 | $73,000 | -42.5% | 2,103 | +5.4% | 0.07% | -35.1% |
| MOO | Sell | VANECK AGRIBUSINESS ETF0 | $70,000 | -36.4% | 809 | -23.2% | 0.07% | -28.3% |
| PRU | Buy | PRUDENTIAL FINL INC COM0 | $69,000 | +53.3% | 723 | +90.8% | 0.07% | +70.7% |
| SO | Buy | SOUTHERN CO COM0 | $67,000 | +86.1% | 935 | +87.0% | 0.07% | +112.5% |
| UNP | Sell | UNION PAC CORP COM0 | $66,000 | -24.1% | 309 | -2.5% | 0.07% | -14.1% |
| GM | GENERAL MTRS CO COM0 | $64,000 | -27.3% | 2,012 | 0.0% | 0.06% | -17.7% | |
| UPS | Buy | UNITED PARCEL SERVICE INC CL B0 | $64,000 | +73.0% | 350 | +104.7% | 0.06% | +97.0% |
| PEP | Buy | PEPSICO INC COM0 | $64,000 | +1.6% | 386 | +2.9% | 0.06% | +14.0% |
| IVW | Sell | ISHARES S&P 500 GROWTH ETF0 | $64,000 | -67.8% | 1,062 | -59.1% | 0.06% | -63.7% |
| ED | Buy | CONSOLIDATED EDISON INC COM0 | $63,000 | +103.2% | 659 | +103.4% | 0.06% | +128.6% |
| HAS | HASBRO INC COM0 | $61,000 | 0.0% | 739 | 0.0% | 0.06% | +12.7% | |
| KMI | Buy | KINDER MORGAN INC DEL COM0 | $61,000 | -10.3% | 3,622 | +1.3% | 0.06% | +1.6% |
| VEA | Buy | VANGUARD FTSE DEVELOPED MARKETS ETF0 | $60,000 | -14.3% | 1,468 | +1.3% | 0.06% | -3.2% |
| EEMV | Buy | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF0 | $60,000 | -9.1% | 1,083 | +0.5% | 0.06% | +3.4% |
| IVE | Buy | ISHARES S&P 500 VALUE ETF0 | $59,000 | +59.5% | 428 | +78.3% | 0.06% | +81.8% |
| PFF | Buy | ISHARES PREFERRED AND INCOME SECURITIES ETF0 | $59,000 | -9.2% | 1,807 | +1.0% | 0.06% | +1.7% |
| BNDX | Buy | VANGUARD TOTAL INTERNATIONAL BOND ETF0 | $58,000 | +31.8% | 1,164 | +39.7% | 0.06% | +45.0% |
| PPG | Buy | PPG INDS INC COM0 | $57,000 | -12.3% | 497 | +0.4% | 0.06% | -3.4% |
| NYF | Buy | ISHARES NEW YORK MUNI BOND ETF0 | $55,000 | -3.5% | 1,041 | +0.5% | 0.06% | +7.8% |
| EMN | Sell | EASTMAN CHEM CO COM0 | $54,000 | -21.7% | 606 | -1.0% | 0.05% | -12.9% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP COM0 | $53,000 | -3.6% | 553 | +0.4% | 0.05% | +6.0% |
| ORCL | Buy | ORACLE CORP COM0 | $52,000 | -16.1% | 748 | +0.4% | 0.05% | -7.1% |
| DBRG | Buy | DIGITALBRIDGE GROUP INC CL A COM0 | $51,000 | +59.4% | 10,464 | +135.9% | 0.05% | +75.9% |
| IWD | Buy | ISHARES RUSSELL 1000 VALUE ETF0 | $50,000 | -12.3% | 347 | +0.6% | 0.05% | -2.0% |
| WFC | Buy | WELLS FARGO CO NEW COM0 | $50,000 | -18.0% | 1,276 | +0.6% | 0.05% | -9.1% |
| KBE | Sell | SPDR S&P BANK ETF0 | $49,000 | -18.3% | 1,110 | -2.9% | 0.05% | -9.3% |
| CVX | Sell | CHEVRON CORP NEW COM0 | $47,000 | -32.9% | 326 | -23.8% | 0.05% | -25.4% |
| IYF | Buy | ISHARES U.S. FINANCIALS ETF0 | $47,000 | -17.5% | 677 | +0.4% | 0.05% | -7.8% |
| CVS | Buy | CVS HEALTH CORP COM0 | $47,000 | +17.5% | 512 | +28.6% | 0.05% | +30.6% |
| DOCU | Buy | DOCUSIGN INC COM0 | $46,000 | -45.2% | 807 | +2.5% | 0.05% | -39.5% |
| ESGU | Buy | ISHARES ESG AWARE MSCI USA ETF0 | $45,000 | -16.7% | 535 | +0.4% | 0.04% | -8.2% |
| SBUX | Sell | STARBUCKS CORP COM0 | $45,000 | -26.2% | 593 | -11.5% | 0.04% | -18.2% |
| MA | Sell | MASTERCARD INCORPORATED CL A0 | $45,000 | -16.7% | 142 | -5.3% | 0.04% | -8.2% |
| NKE | NIKE INC CL B0 | $45,000 | -23.7% | 442 | 0.0% | 0.04% | -15.1% | |
| KNSL | KINSALE CAP GROUP INC COM0 | $45,000 | 0.0% | 197 | 0.0% | 0.04% | +9.8% | |
| CRWD | Buy | CROWDSTRIKE HLDGS INC CL A0 | $44,000 | -24.1% | 264 | +3.9% | 0.04% | -15.4% |
| DFS | Buy | DISCOVER FINL SVCS COM0 | $44,000 | -13.7% | 467 | +0.4% | 0.04% | -4.3% |
| CRM | SALESFORCE INC COM0 | $43,000 | -21.8% | 260 | 0.0% | 0.04% | -14.0% | |
| IJT | Buy | ISHARES S&P SMALL-CAP 600 GROWTH ETF0 | $43,000 | -2.3% | 411 | +15.8% | 0.04% | +7.5% |
| IHE | Buy | ISHARES U.S. PHARMACEUTICALS ETF0 | $42,000 | 0.0% | 219 | +0.5% | 0.04% | +10.5% |
| IAU | ISHARES GOLD TRUST0 | $42,000 | -8.7% | 1,237 | 0.0% | 0.04% | +2.4% | |
| ETN | Buy | EATON CORP PLC SHS0 | $42,000 | +366.7% | 329 | +448.3% | 0.04% | +425.0% |
| BX | Buy | BLACKSTONE INC COM0 | $41,000 | +272.7% | 454 | +421.8% | 0.04% | +310.0% |
| WCBR | WISDOMTREE CYBERSECURITY FUND0 | $41,000 | -28.1% | 2,301 | 0.0% | 0.04% | -19.6% | |
| LAMR | Buy | LAMAR ADVERTISING CO NEW CL A0 | $41,000 | -24.1% | 470 | +1.3% | 0.04% | -16.3% |
| SDY | Buy | SPDR S&P DIVIDEND ETF0 | $40,000 | -7.0% | 339 | +0.6% | 0.04% | +2.6% |
| Buy | GENERAL ELECTRIC CO COM NEW0 | $39,000 | -18.8% | 619 | +18.8% | 0.04% | -9.3% | |
| VCIT | Buy | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF0 | $39,000 | -7.1% | 487 | +0.6% | 0.04% | +2.6% |
| C | Buy | CITIGROUP INC COM NEW0 | $39,000 | +11.4% | 846 | +30.6% | 0.04% | +21.9% |
| DDOG | DATADOG INC CL A COM0 | $38,000 | -36.7% | 398 | 0.0% | 0.04% | -29.6% | |
| CMCSA | Buy | COMCAST CORP NEW CL A0 | $37,000 | +8.8% | 951 | +32.6% | 0.04% | +19.4% |
| FSK | Buy | FS KKR CAP CORP COM0 | $37,000 | -7.5% | 1,904 | +9.7% | 0.04% | +2.8% |
| UNH | Sell | UNITEDHEALTH GROUP INC COM0 | $37,000 | -5.1% | 72 | -5.3% | 0.04% | +5.7% |
| MELI | MERCADOLIBRE INC COM0 | $37,000 | -46.4% | 58 | 0.0% | 0.04% | -40.3% | |
| FE | Buy | FIRSTENERGY CORP COM0 | $36,000 | -16.3% | 937 | +1.0% | 0.04% | -7.7% |
| ENB | Buy | ENBRIDGE INC COM0 | $36,000 | -7.7% | 843 | +0.5% | 0.04% | +2.9% |
| NI | Buy | NISOURCE INC COM0 | $35,000 | -7.9% | 1,196 | +0.8% | 0.04% | +2.9% |
| DGRO | Buy | ISHARES CORE DIVIDEND GROWTH ETF0 | $35,000 | -12.5% | 744 | +0.4% | 0.04% | -2.8% |
| BTI | New | BRITISH AMERN TOB PLC SPONSORED ADR0 | $34,000 | – | 797 | +100.0% | 0.03% | – |
| TNL | TRAVEL PLUS LEISURE CO COM0 | $34,000 | -33.3% | 872 | 0.0% | 0.03% | -26.1% | |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC COM0 | $34,000 | +3.0% | 907 | +22.2% | 0.03% | +13.3% |
| VXUS | Buy | VANGUARD TOTAL INTERNATIONAL STOCK ETF0 | $34,000 | -12.8% | 666 | +1.2% | 0.03% | -2.9% |
| UI | UBIQUITI INC COM0 | $34,000 | -15.0% | 138 | 0.0% | 0.03% | -5.6% | |
| EFA | Buy | ISHARES MSCI EAFE ETF0 | $33,000 | -13.2% | 529 | +2.3% | 0.03% | -2.9% |
| QCOM | Buy | QUALCOMM INC COM0 | $33,000 | +13.8% | 260 | +38.3% | 0.03% | +26.9% |
| PCY | Buy | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF0 | $32,000 | -15.8% | 1,725 | +1.7% | 0.03% | -5.9% |
| WH | WYNDHAM HOTELS & RESORTS INC COM0 | $32,000 | -22.0% | 487 | 0.0% | 0.03% | -13.5% | |
| RGEN | REPLIGEN CORP COM0 | $32,000 | -13.5% | 195 | 0.0% | 0.03% | -3.0% | |
| V | VISA INC COM CL A0 | $32,000 | -11.1% | 161 | 0.0% | 0.03% | 0.0% | |
| GLD | Buy | SPDR GOLD SHARES0 | $32,000 | +300.0% | 187 | +315.6% | 0.03% | +357.1% |
| AFL | Buy | AFLAC INC COM0 | $32,000 | -13.5% | 577 | +0.7% | 0.03% | -3.0% |
| APD | Buy | AIR PRODS & CHEMS INC COM0 | $32,000 | +3.2% | 133 | +8.1% | 0.03% | +14.3% |
| CTRE | Buy | CARETRUST REIT INC COM0 | $32,000 | -3.0% | 1,751 | +1.2% | 0.03% | +6.7% |
| IYZ | Buy | ISHARES U.S. TELECOMMUNICATIONS ETF0 | $32,000 | -15.8% | 1,289 | +0.6% | 0.03% | -5.9% |
| IGOV | ISHARES S&P/CITIGROUP INTERNATIONAL TREASURY BOND FUND EX-US0 | $31,000 | -13.9% | 769 | 0.0% | 0.03% | -3.1% | |
| ISCV | Buy | ISHARES MORNINGSTAR SMALL-CAP VALUE ETF0 | $31,000 | -13.9% | 617 | +0.5% | 0.03% | -3.1% |
| LNT | New | ALLIANT ENERGY CORP COM0 | $31,000 | – | 532 | +100.0% | 0.03% | – |
| GS | GOLDMAN SACHS GROUP INC COM0 | $30,000 | -9.1% | 100 | 0.0% | 0.03% | 0.0% | |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N V SHS - A -0 | $30,000 | +900.0% | 340 | +1207.7% | 0.03% | +900.0% |
| PINS | Buy | PINTEREST INC CL A0 | $30,000 | -21.1% | 1,662 | +8.8% | 0.03% | -11.8% |
| XAR | Buy | SPDR S&P AEROSPACE & DEFENSE ETF0 | $30,000 | -18.9% | 301 | +0.3% | 0.03% | -9.1% |
| IWR | Buy | ISHARES RUSSELL MID-CAP ETF0 | $29,000 | -17.1% | 450 | +0.2% | 0.03% | -9.4% |
| SHOP | Buy | SHOPIFY INC CL A0 | $29,000 | -43.1% | 920 | +1110.5% | 0.03% | -37.0% |
| Buy | PHILLIPS EDISON & CO INC COMMON STOCK0 | $28,000 | -3.4% | 844 | +0.7% | 0.03% | +7.7% | |
| TTD | Sell | THE TRADE DESK INC COM CL A0 | $28,000 | -40.4% | 664 | -1.2% | 0.03% | -33.3% |
| FTSM | New | FIRST TRUST ENHANCED SHORT MATURITY ETF0 | $28,000 | – | 470 | +100.0% | 0.03% | – |
| GLW | Buy | CORNING INC COM0 | $27,000 | -15.6% | 871 | +0.3% | 0.03% | -6.9% |
| AY | Buy | ATLANTICA SUSTAINABLE INFR PLC SHS0 | $27,000 | -6.9% | 828 | +1.0% | 0.03% | +3.8% |
| IEO | Sell | ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF0 | $27,000 | -50.0% | 344 | -46.2% | 0.03% | -44.9% |
| ZM | ZOOM VIDEO COMMUNICATIONS INC CL A0 | $26,000 | -7.1% | 241 | 0.0% | 0.03% | +4.0% | |
| ESGD | Buy | ISHARES MSCI EAFE ESG SELECT ETF0 | $26,000 | -13.3% | 409 | +2.0% | 0.03% | -3.7% |
| JRS | Buy | NUVEEN REAL ESTATE INCOME FD COM0 | $25,000 | -19.4% | 2,667 | +1.8% | 0.02% | -10.7% |
| FLGT | FULGENT GENETICS INC COM0 | $25,000 | -10.7% | 455 | 0.0% | 0.02% | 0.0% | |
| AVB | Buy | AVALONBAY CMNTYS INC COM0 | $25,000 | -16.7% | 127 | +5.8% | 0.02% | -7.4% |
| APPN | Sell | APPIAN CORP CL A0 | $25,000 | -24.2% | 527 | -1.9% | 0.02% | -16.7% |
| RWL | Buy | INVESCO S&P 500 REVENUE ETF0 | $24,000 | -14.3% | 345 | +0.3% | 0.02% | -4.0% |
| ABNB | AIRBNB INC COM CL A0 | $24,000 | -48.9% | 272 | 0.0% | 0.02% | -42.9% | |
| GILD | Buy | GILEAD SCIENCES INC COM0 | $24,000 | +380.0% | 390 | +323.9% | 0.02% | +380.0% |
| IYG | Buy | ISHARES U.S. FINANCIAL SERVICES ETF0 | $24,000 | -20.0% | 165 | +0.6% | 0.02% | -11.1% |
| IXC | Sell | ISHARES GLOBAL ENERGY ETF0 | $23,000 | -4.2% | 682 | -89.8% | 0.02% | +4.5% |
| New | WARNER BROS DISCOVERY INC COM SER A0 | $23,000 | – | 1,680 | +100.0% | 0.02% | – | |
| TROW | Buy | PRICE T ROWE GROUP INC COM0 | $23,000 | -14.8% | 206 | +15.1% | 0.02% | -4.2% |
| LGIH | LGI HOMES INC COM0 | $23,000 | -11.5% | 269 | 0.0% | 0.02% | 0.0% | |
| IGE | Buy | ISHARES NORTH AMERICAN NATURAL RESOURCES ETF0 | $22,000 | -12.0% | 609 | +0.5% | 0.02% | -4.3% |
| STIP | Buy | ISHARES 0-5 YEAR TIPS BOND ETF0 | $22,000 | 0.0% | 219 | +2.3% | 0.02% | +10.0% |
| ASML | Buy | ASML HOLDING N V N Y REGISTRY SHS0 | $22,000 | -29.0% | 47 | +2.2% | 0.02% | -21.4% |
| IXG | Buy | ISHARES GLOBAL FINANCIALS ETF0 | $22,000 | -15.4% | 330 | +2.2% | 0.02% | -4.3% |
| BUD | Buy | ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR0 | $22,000 | -8.3% | 402 | +0.5% | 0.02% | 0.0% |
| HYMB | SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF0 | $22,000 | -4.3% | 423 | 0.0% | 0.02% | +4.8% | |
| PDM | Buy | PIEDMONT OFFICE REALTY TR INC COM CL A0 | $22,000 | -21.4% | 1,669 | +1.6% | 0.02% | -12.0% |
| HQH | Buy | TEKLA HEALTHCARE INVS SH BEN INT0 | $22,000 | -8.3% | 1,177 | +2.4% | 0.02% | 0.0% |
| HYG | Buy | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF0 | $22,000 | -8.3% | 299 | +2.4% | 0.02% | 0.0% |
| AXP | Buy | AMERICAN EXPRESS CO COM0 | $22,000 | -24.1% | 158 | +0.6% | 0.02% | -15.4% |
| ADP | AUTOMATIC DATA PROCESSING INC COM0 | $22,000 | -8.3% | 105 | 0.0% | 0.02% | 0.0% | |
| EAGG | Buy | ISHARES ESG AWARE U.S. AGGREGATE BOND ETF0 | $22,000 | -4.3% | 447 | +0.4% | 0.02% | +4.8% |
| SCHP | New | SCHWAB U.S. TIPS ETF0 | $21,000 | – | 368 | +100.0% | 0.02% | – |
| ODFL | Buy | OLD DOMINION FREIGHT LINE INC COM0 | $21,000 | -16.0% | 84 | +1.2% | 0.02% | -8.7% |
| ANET | Buy | ARISTA NETWORKS INC COM0 | $21,000 | -30.0% | 226 | +5.6% | 0.02% | -22.2% |
| SHY | Buy | ISHARES 1-3 YEAR TREASURY BOND ETF0 | $21,000 | +31.2% | 248 | +27.8% | 0.02% | +50.0% |
| UDN | INVESCO DB US DOLLAR INDEX BEARISH FUND0 | $20,000 | -9.1% | 1,100 | 0.0% | 0.02% | 0.0% | |
| IEI | New | ISHARES 3-7 YEAR TREASURY BOND ETF0 | $20,000 | – | 168 | +100.0% | 0.02% | – |
| DNP | Buy | DNP SELECT INCOME FD INC COM0 | $20,000 | -4.8% | 1,815 | +1.8% | 0.02% | +5.3% |
| STAA | STAAR SURGICAL CO COM PAR $0.010 | $20,000 | -9.1% | 276 | 0.0% | 0.02% | 0.0% | |
| BLL | Buy | BALL CORP COM0 | $20,000 | -25.9% | 296 | +0.3% | 0.02% | -16.7% |
| LQD | Buy | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF0 | $20,000 | -9.1% | 183 | +0.5% | 0.02% | 0.0% |
| XLE | Buy | ENERGY SELECT SECTOR SPDR FUND0 | $20,000 | +25.0% | 285 | +37.7% | 0.02% | +42.9% |
| UNG | UNITED STATES NATURAL GAS FUND, LP0 | $19,000 | -5.0% | 1,018 | 0.0% | 0.02% | +5.6% | |
| SCHO | New | SCHWAB SHORT-TERM U.S. TREASURY ETF0 | $19,000 | – | 389 | +100.0% | 0.02% | – |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF0 | $19,000 | -13.6% | 184 | 0.0% | 0.02% | -5.0% | |
| AFIN | Buy | THE NECESSITY RETAIL REIT INC COM CLASS A0 | $19,000 | -5.0% | 2,563 | +2.7% | 0.02% | +5.6% |
| EMR | Buy | EMERSON ELEC CO COM0 | $19,000 | -13.6% | 242 | +9.0% | 0.02% | -5.0% |
| ITW | Buy | ILLINOIS TOOL WKS INC COM0 | $19,000 | +5.6% | 104 | +18.2% | 0.02% | +18.8% |
| IDV | Buy | ISHARES INTERNATIONAL SELECT DIVIDEND ETF0 | $19,000 | -13.6% | 708 | +2.3% | 0.02% | -5.0% |
| MET | Buy | METLIFE INC COM0 | $19,000 | -13.6% | 310 | +1.0% | 0.02% | -5.0% |
| XLU | Buy | UTILITIES SELECT SECTOR SPDR FUND0 | $19,000 | +171.4% | 267 | +175.3% | 0.02% | +216.7% |
| RSP | Buy | INVESCO S&P 500 EQUAL WEIGHT ETF0 | $18,000 | +100.0% | 131 | +133.9% | 0.02% | +125.0% |
| HDV | Buy | ISHARES CORE HIGH DIVIDEND ETF0 | $18,000 | -5.3% | 179 | +0.6% | 0.02% | +5.9% |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF0 | $18,000 | -18.2% | 222 | 0.0% | 0.02% | -10.0% | |
| PANW | Buy | PALO ALTO NETWORKS INC COM0 | $18,000 | +500.0% | 37 | +640.0% | 0.02% | +500.0% |
| TMDX | New | TRANSMEDICS GROUP INC COM0 | $18,000 | – | 579 | +100.0% | 0.02% | – |
| BG | Buy | BUNGE LIMITED COM0 | $17,000 | +750.0% | 192 | +910.5% | 0.02% | +750.0% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED COM0 | $17,000 | +183.3% | 47 | +261.5% | 0.02% | +240.0% |
| EWX | Buy | SPDR S&P EMERGING MARKETS SMALL CAP ETF0 | $17,000 | -15.0% | 357 | +1.1% | 0.02% | -5.6% |
| SEDG | SOLAREDGE TECHNOLOGIES INC COM0 | $17,000 | -15.0% | 62 | 0.0% | 0.02% | -5.6% | |
| DTE | Buy | DTE ENERGY CO COM0 | $17,000 | -5.6% | 137 | +0.7% | 0.02% | +6.2% |
| EL | Buy | LAUDER ESTEE COS INC CL A0 | $17,000 | -5.6% | 67 | +1.5% | 0.02% | +6.2% |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS0 | $17,000 | 0.0% | 153 | 0.0% | 0.02% | +13.3% | |
| FDX | FEDEX CORP COM0 | $17,000 | 0.0% | 75 | 0.0% | 0.02% | +13.3% | |
| OSK | Buy | OSHKOSH CORP COM0 | $17,000 | -15.0% | 201 | +0.5% | 0.02% | -5.6% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS0 | $16,000 | -27.3% | 196 | -8.8% | 0.02% | -20.0% |
| NFLX | Sell | NETFLIX INC COM0 | $16,000 | -62.8% | 93 | -18.4% | 0.02% | -59.0% |
| PAYC | Buy | PAYCOM SOFTWARE INC COM0 | $16,000 | +60.0% | 56 | +86.7% | 0.02% | +77.8% |
| CWH | Buy | CAMPING WORLD HLDGS INC CL A0 | $16,000 | -20.0% | 731 | +2.7% | 0.02% | -11.1% |
| DEM | Buy | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND0 | $16,000 | -15.8% | 436 | +1.9% | 0.02% | -5.9% |
| NEE | Buy | NEXTERA ENERGY INC COM0 | $15,000 | -6.2% | 192 | +1.1% | 0.02% | +7.1% |
| WIA | Buy | WESTERN ASST INFLTN LKD INM FD COM SH BEN INT0 | $15,000 | -16.7% | 1,565 | +3.3% | 0.02% | -6.2% |
| REGN | REGENERON PHARMACEUTICALS COM0 | $15,000 | -11.8% | 25 | 0.0% | 0.02% | 0.0% | |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE0 | $15,000 | -16.7% | 237 | 0.0% | 0.02% | -6.2% | |
| MINT | New | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND0 | $15,000 | – | 150 | +100.0% | 0.02% | – |
| KMB | KIMBERLY-CLARK CORP COM0 | $15,000 | +15.4% | 109 | 0.0% | 0.02% | +25.0% | |
| BA | BOEING CO COM0 | $14,000 | -30.0% | 105 | 0.0% | 0.01% | -22.2% | |
| SUSC | Buy | ISHARES ESG AWARE USD CORPORATE BOND ETF0 | $14,000 | -6.7% | 606 | +0.7% | 0.01% | 0.0% |
| HUN | New | HUNTSMAN CORP COM0 | $14,000 | – | 485 | +100.0% | 0.01% | – |
| ROKU | Buy | ROKU INC COM CL A0 | $14,000 | -12.5% | 168 | +31.2% | 0.01% | 0.0% |
| LYV | Sell | LIVE NATION ENTERTAINMENT INC COM0 | $14,000 | -36.4% | 169 | -8.2% | 0.01% | -30.0% |
| Buy | RIVIAN AUTOMOTIVE INC COM CL A0 | $14,000 | +180.0% | 535 | +409.5% | 0.01% | +180.0% | |
| LIN | New | LINDE PLC SHS0 | $14,000 | – | 50 | +100.0% | 0.01% | – |
| DXCM | Buy | DEXCOM INC COM0 | $14,000 | -44.0% | 192 | +300.0% | 0.01% | -39.1% |
| DKS | Buy | DICKS SPORTING GOODS INC COM0 | $14,000 | +180.0% | 181 | +235.2% | 0.01% | +180.0% |
| CAG | New | CONAGRA BRANDS INC COM0 | $14,000 | – | 412 | +100.0% | 0.01% | – |
| THQ | Buy | TEKLA HEALTHCARE OPPORTUNITIES SHS0 | $14,000 | -6.7% | 687 | +1.6% | 0.01% | 0.0% |
| UNM | Buy | UNUM GROUP COM0 | $14,000 | +7.7% | 400 | +0.8% | 0.01% | +16.7% |
| SRRA | SIERRA ONCOLOGY INC COM NEW0 | $14,000 | +75.0% | 250 | 0.0% | 0.01% | +100.0% | |
| FTNT | Buy | FORTINET INC COM0 | $14,000 | -17.6% | 250 | +400.0% | 0.01% | -6.7% |
| ZS | Buy | ZSCALER INC COM0 | $14,000 | -22.2% | 95 | +26.7% | 0.01% | -12.5% |
| DUK | Sell | DUKE ENERGY CORP NEW COM NEW0 | $13,000 | -23.5% | 126 | -18.2% | 0.01% | -13.3% |
| AXON | AXON ENTERPRISE INC COM0 | $13,000 | -31.6% | 141 | 0.0% | 0.01% | -23.5% | |
| BKT | Buy | BLACKROCK INCOME TR INC COM0 | $13,000 | -7.1% | 2,787 | +2.1% | 0.01% | 0.0% |
| EDD | New | MORGAN STANLEY EMERGING MKTS COM0 | $13,000 | – | 2,867 | +100.0% | 0.01% | – |
| GRX | Buy | GABELLI HLTHCARE & WELLNESS TR SHS0 | $13,000 | -13.3% | 1,217 | +1.5% | 0.01% | -7.1% |
| DHR | Buy | DANAHER CORPORATION COM0 | $13,000 | +160.0% | 51 | +200.0% | 0.01% | +160.0% |
| IWO | Buy | ISHARES RUSSELL 2000 GROWTH ETF0 | $13,000 | -18.8% | 63 | +1.6% | 0.01% | -7.1% |
| ASLE | AERSALE CORPORATION COM0 | $13,000 | -13.3% | 925 | 0.0% | 0.01% | -7.1% | |
| TTWO | Buy | TAKE-TWO INTERACTIVE SOFTWARE COM0 | $13,000 | +85.7% | 110 | +139.1% | 0.01% | +116.7% |
| VBK | VANGUARD SMALL-CAP GROWTH INDEX FUND0 | $13,000 | -18.8% | 64 | 0.0% | 0.01% | -7.1% | |
| MDB | Buy | MONGODB INC CL A0 | $13,000 | -27.8% | 51 | +24.4% | 0.01% | -18.8% |
| MNST | MONSTER BEVERAGE CORP NEW COM0 | $13,000 | +18.2% | 137 | 0.0% | 0.01% | +30.0% | |
| JBT | New | JOHN BEAN TECHNOLOGIES CORP COM0 | $13,000 | – | 116 | +100.0% | 0.01% | – |
| NET | CLOUDFLARE INC CL A COM0 | $13,000 | -62.9% | 294 | 0.0% | 0.01% | -59.4% | |
| FAM | Buy | FIRST TR ABRDN GBL OPP INCM FD COM SHS0 | $13,000 | -18.8% | 2,226 | +2.8% | 0.01% | -7.1% |
| ISRG | INTUITIVE SURGICAL INC COM NEW0 | $13,000 | -35.0% | 67 | 0.0% | 0.01% | -27.8% | |
| SPGI | New | S&P GLOBAL INC COM0 | $13,000 | – | 37 | +100.0% | 0.01% | – |
| GPN | New | GLOBAL PMTS INC COM0 | $12,000 | – | 106 | +100.0% | 0.01% | – |
| FB | Sell | META PLATFORMS INC CL A0 | $12,000 | -33.3% | 74 | -9.8% | 0.01% | -25.0% |
| BNDW | Buy | VANGUARD TOTAL WORLD BOND ETF0 | $12,000 | 0.0% | 167 | +0.6% | 0.01% | +9.1% |
| VFH | VANGUARD FINANCIALS INDEX FUND0 | $12,000 | -14.3% | 154 | 0.0% | 0.01% | -7.7% | |
| PWC | INVESCO DYNAMIC MARKET ETF0 | $12,000 | -14.3% | 125 | 0.0% | 0.01% | -7.7% | |
| TECH | New | BIO-TECHNE CORP COM0 | $12,000 | – | 35 | +100.0% | 0.01% | – |
| KXI | Buy | ISHARES GLOBAL CONSUMER STAPLES ETF0 | $12,000 | 0.0% | 203 | +1.0% | 0.01% | +9.1% |
| SYK | STRYKER CORPORATION COM0 | $12,000 | -25.0% | 61 | 0.0% | 0.01% | -14.3% | |
| KTB | Buy | KONTOOR BRANDS INC COM0 | $12,000 | +50.0% | 366 | +92.6% | 0.01% | +71.4% |
| MPLX | Buy | MPLX LP COM UNIT REP LTD0 | $12,000 | -7.7% | 400 | +2.3% | 0.01% | 0.0% |
| OKTA | Buy | OKTA INC CL A0 | $12,000 | -25.0% | 134 | +28.8% | 0.01% | -14.3% |
| SMG | Buy | SCOTTS MIRACLE-GRO CO CL A0 | $12,000 | -33.3% | 149 | +0.7% | 0.01% | -25.0% |
| IXN | Buy | ISHARES GLOBAL TECH ETF0 | $11,000 | -21.4% | 240 | +0.4% | 0.01% | -15.4% |
| DBO | INVESCO DB OIL FUND0 | $11,000 | +10.0% | 600 | 0.0% | 0.01% | +22.2% | |
| CSGP | New | COSTAR GROUP INC COM0 | $11,000 | – | 178 | +100.0% | 0.01% | – |
| VIACA | PARAMOUNT GLOBAL CLASS A COM0 | $11,000 | -31.2% | 406 | 0.0% | 0.01% | -21.4% | |
| CLVT | New | CLARIVATE PLC ORD SHS0 | $11,000 | – | 763 | +100.0% | 0.01% | – |
| MDLZ | MONDELEZ INTL INC CL A0 | $11,000 | 0.0% | 176 | 0.0% | 0.01% | +10.0% | |
| AVGO | Buy | BROADCOM INC COM0 | $11,000 | -21.4% | 23 | +4.5% | 0.01% | -15.4% |
| MDT | MEDTRONIC PLC SHS0 | $11,000 | -21.4% | 124 | 0.0% | 0.01% | -15.4% | |
| SPLK | SPLUNK INC COM0 | $11,000 | -38.9% | 119 | 0.0% | 0.01% | -31.2% | |
| LMND | Buy | LEMONADE INC COM0 | $11,000 | -15.4% | 597 | +20.1% | 0.01% | -8.3% |
| LGI | Buy | LAZARD GLOBAL TOTAL RETURN & I COM0 | $11,000 | -15.4% | 719 | +2.4% | 0.01% | -8.3% |
| HON | New | HONEYWELL INTL INC COM0 | $11,000 | – | 65 | +100.0% | 0.01% | – |
| CSX | Sell | CSX CORP COM0 | $11,000 | -26.7% | 384 | -1.8% | 0.01% | -21.4% |
| DAL | DELTA AIR LINES INC DEL COM NEW0 | $11,000 | -26.7% | 367 | 0.0% | 0.01% | -21.4% | |
| PTC | New | PTC INC COM0 | $11,000 | – | 108 | +100.0% | 0.01% | – |
| CCI | Buy | CROWN CASTLE INTL CORP NEW COM0 | $11,000 | 0.0% | 68 | +9.7% | 0.01% | +10.0% |
| CTLT | New | CATALENT INC COM0 | $11,000 | – | 100 | +100.0% | 0.01% | – |
| AMGN | AMGEN INC COM0 | $11,000 | 0.0% | 47 | 0.0% | 0.01% | +10.0% | |
| JOE | ST JOE CO COM0 | $11,000 | -35.3% | 280 | 0.0% | 0.01% | -26.7% | |
| APTV | New | APTIV PLC SHS0 | $10,000 | – | 108 | +100.0% | 0.01% | – |
| LKQ | New | LKQ CORP COM0 | $10,000 | – | 198 | +100.0% | 0.01% | – |
| SPG | Buy | SIMON PPTY GROUP INC NEW COM0 | $10,000 | +66.7% | 109 | +142.2% | 0.01% | +100.0% |
| CI | New | CIGNA CORP NEW COM0 | $10,000 | – | 38 | +100.0% | 0.01% | – |
| GIS | Buy | GENERAL MLS INC COM0 | $10,000 | +11.1% | 131 | +0.8% | 0.01% | +25.0% |
| TEAM | ATLASSIAN CORP PLC CL A0 | $10,000 | -37.5% | 54 | 0.0% | 0.01% | -28.6% | |
| QSR | New | RESTAURANT BRANDS INTL INC COM0 | $10,000 | – | 194 | +100.0% | 0.01% | – |
| UPST | UPSTART HLDGS INC COM0 | $10,000 | -70.6% | 315 | 0.0% | 0.01% | -67.7% | |
| TRV | TRAVELERS COMPANIES INC COM0 | $10,000 | -9.1% | 60 | 0.0% | 0.01% | 0.0% | |
| CNYA | Buy | ISHARES MSCI CHINA A ETF0 | $10,000 | 0.0% | 265 | +0.4% | 0.01% | +11.1% |
| GDX | VANECK GOLD MINERS ETF0 | $10,000 | -28.6% | 376 | 0.0% | 0.01% | -23.1% | |
| SONY | Buy | SONY GROUP CORPORATION SPONSORED ADR0 | $9,000 | -18.2% | 110 | +0.9% | 0.01% | -10.0% |
| NWL | Buy | NEWELL BRANDS INC COM0 | $9,000 | -10.0% | 462 | +1.3% | 0.01% | 0.0% |
| LMT | LOCKHEED MARTIN CORP COM0 | $9,000 | 0.0% | 20 | 0.0% | 0.01% | +12.5% | |
| OGN | ORGANON & CO COMMON STOCK0 | $9,000 | 0.0% | 265 | 0.0% | 0.01% | +12.5% | |
| HPQ | Buy | HP INC COM0 | $9,000 | -10.0% | 283 | +0.7% | 0.01% | 0.0% |
| TD | Buy | TORONTO DOMINION BK ONT COM NEW0 | $9,000 | -18.2% | 134 | +0.8% | 0.01% | -10.0% |
| JD | Buy | JD.COM INC SPON ADR CL A0 | $9,000 | +12.5% | 136 | +2.3% | 0.01% | +28.6% |
| GGG | New | GRACO INC COM0 | $9,000 | – | 157 | +100.0% | 0.01% | – |
| WD | Buy | WALKER & DUNLOP INC COM0 | $9,000 | -18.2% | 89 | +1.1% | 0.01% | -10.0% |
| TTC | TORO CO COM0 | $9,000 | -10.0% | 120 | 0.0% | 0.01% | 0.0% | |
| UBER | UBER TECHNOLOGIES INC COM0 | $9,000 | -43.8% | 451 | 0.0% | 0.01% | -35.7% | |
| TDOC | Buy | TELADOC HEALTH INC COM0 | $9,000 | -47.1% | 278 | +19.3% | 0.01% | -40.0% |
| ZTS | New | ZOETIS INC CL A0 | $9,000 | – | 53 | +100.0% | 0.01% | – |
| MTN | Buy | VAIL RESORTS INC COM0 | $8,000 | +33.3% | 38 | +72.7% | 0.01% | +60.0% |
| COP | New | CONOCOPHILLIPS COM0 | $8,000 | – | 87 | +100.0% | 0.01% | – |
| NRG | New | NRG ENERGY INC COM NEW0 | $8,000 | – | 222 | +100.0% | 0.01% | – |
| NICE | NICE LTD SPONSORED ADR0 | $8,000 | -11.1% | 39 | 0.0% | 0.01% | 0.0% | |
| CARR | Buy | CARRIER GLOBAL CORPORATION COM0 | $8,000 | -20.0% | 221 | +0.5% | 0.01% | -11.1% |
| NEM | NEWMONT CORP COM0 | $8,000 | -20.0% | 126 | 0.0% | 0.01% | -11.1% | |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF0 | $8,000 | -11.1% | 151 | 0.0% | 0.01% | 0.0% | |
| IYK | New | ISHARES U.S. CONSUMER STAPLES ETF0 | $8,000 | – | 41 | +100.0% | 0.01% | – |
| PGX | Buy | INVESCO PREFERRED ETF0 | $8,000 | 0.0% | 622 | +1.3% | 0.01% | +14.3% |
| DRI | DARDEN RESTAURANTS INC COM0 | $8,000 | -11.1% | 69 | 0.0% | 0.01% | 0.0% | |
| ALLY | New | ALLY FINL INC COM0 | $8,000 | – | 239 | +100.0% | 0.01% | – |
| LUV | SOUTHWEST AIRLS CO COM0 | $8,000 | -20.0% | 226 | 0.0% | 0.01% | -11.1% | |
| DOCN | Buy | DIGITALOCEAN HLDGS INC COM0 | $8,000 | -11.1% | 197 | +25.5% | 0.01% | 0.0% |
| HNW | Buy | PIONEER DIVERSIFIED HIGH INC COM0 | $8,000 | -20.0% | 768 | +2.8% | 0.01% | -11.1% |
| IJJ | Buy | ISHARES S&P MID-CAP 400 VALUE ETF0 | $8,000 | +300.0% | 83 | +336.8% | 0.01% | +300.0% |
| TSCO | TRACTOR SUPPLY CO COM0 | $8,000 | -11.1% | 41 | 0.0% | 0.01% | 0.0% | |
| BTZ | Buy | BLACKROCK CR ALLOCATION INCOME COM0 | $8,000 | -11.1% | 724 | +2.3% | 0.01% | 0.0% |
| VGSH | New | VANGUARD SHORT-TERM GOVERNMENT BOND ETF0 | $8,000 | – | 138 | +100.0% | 0.01% | – |
| ATVI | Buy | ACTIVISION BLIZZARD INC COM0 | $8,000 | 0.0% | 104 | +1.0% | 0.01% | +14.3% |
| WST | WEST PHARMACEUTICAL SVSC INC COM0 | $8,000 | -27.3% | 26 | 0.0% | 0.01% | -20.0% | |
| ZEN | ZENDESK INC COM0 | $8,000 | -38.5% | 107 | 0.0% | 0.01% | -33.3% | |
| ERF | ENERPLUS CORP COM0 | $8,000 | 0.0% | 641 | 0.0% | 0.01% | +14.3% | |
| ENTG | New | ENTEGRIS INC COM0 | $8,000 | – | 83 | +100.0% | 0.01% | – |
| OTIS | OTIS WORLDWIDE CORP COM0 | $8,000 | 0.0% | 108 | 0.0% | 0.01% | +14.3% | |
| IEV | New | ISHARES EUROPE ETF0 | $7,000 | – | 161 | +100.0% | 0.01% | – |
| NBIX | NEUROCRINE BIOSCIENCES INC COM0 | $7,000 | 0.0% | 74 | 0.0% | 0.01% | +16.7% | |
| MPC | MARATHON PETE CORP COM0 | $7,000 | 0.0% | 83 | 0.0% | 0.01% | +16.7% | |
| INTU | Buy | INTUIT COM0 | $7,000 | 0.0% | 18 | +20.0% | 0.01% | +16.7% |
| GMED | GLOBUS MED INC CL A0 | $7,000 | -22.2% | 121 | 0.0% | 0.01% | -12.5% | |
| APH | New | AMPHENOL CORP NEW CL A0 | $7,000 | – | 105 | +100.0% | 0.01% | – |
| SITE | New | SITEONE LANDSCAPE SUPPLY INC COM0 | $7,000 | – | 59 | +100.0% | 0.01% | – |
| BL | BLACKLINE INC COM0 | $7,000 | -12.5% | 110 | 0.0% | 0.01% | 0.0% | |
| NVCR | NOVOCURE LTD ORD SHS0 | $7,000 | -22.2% | 105 | 0.0% | 0.01% | -12.5% | |
| SCCO | Buy | SOUTHERN COPPER CORP COM0 | $7,000 | -30.0% | 134 | +2.3% | 0.01% | -22.2% |
| Z | ZILLOW GROUP INC CL C CAP STK0 | $7,000 | -41.7% | 235 | 0.0% | 0.01% | -36.4% | |
| NOW | Buy | SERVICENOW INC COM0 | $7,000 | +133.3% | 15 | +200.0% | 0.01% | +133.3% |
| ETSY | Buy | ETSY INC COM0 | $7,000 | +75.0% | 89 | +161.8% | 0.01% | +75.0% |
| CWST | CASELLA WASTE SYS INC CL A0 | $7,000 | -22.2% | 100 | 0.0% | 0.01% | -12.5% | |
| GRES | New | IQ ARB GLOBAL RESOURCES ETF0 | $7,000 | – | 231 | +100.0% | 0.01% | – |
| DOW | Buy | DOW INC COM0 | $7,000 | -22.2% | 139 | +0.7% | 0.01% | -12.5% |
| MJ | Sell | ETFMG ALTERNATIVE HARVEST ETF0 | $7,000 | -41.7% | 1,124 | -6.5% | 0.01% | -36.4% |
| SNOW | Buy | SNOWFLAKE INC CL A0 | $7,000 | -30.0% | 47 | +11.9% | 0.01% | -22.2% |
| VHT | New | VANGUARD HEALTH CARE INDEX FUND0 | $7,000 | – | 29 | +100.0% | 0.01% | – |
| HBI | Sell | HANESBRANDS INC COM0 | $7,000 | -41.7% | 678 | -12.6% | 0.01% | -36.4% |
| TXN | TEXAS INSTRS INC COM0 | $7,000 | -12.5% | 46 | 0.0% | 0.01% | 0.0% | |
| BOMN | BOSTON OMAHA CORP CL A COM STK0 | $7,000 | -22.2% | 346 | 0.0% | 0.01% | -12.5% | |
| SPYG | Buy | SPDR PORTFOLIO S&P 500 GROWTH ETF0 | $6,000 | +20.0% | 106 | +32.5% | 0.01% | +20.0% |
| RBLX | Sell | ROBLOX CORP CL A0 | $6,000 | -33.3% | 178 | -5.3% | 0.01% | -25.0% |
| BIL | New | SPDR BLOOMBERG 1-3 MONTH T-BILL ETF0 | $6,000 | – | 61 | +100.0% | 0.01% | – |
| CB | CHUBB LIMITED COM0 | $6,000 | -14.3% | 31 | 0.0% | 0.01% | 0.0% | |
| FCNCA | FIRST CTZNS BANCSHARES INC N C CL A0 | $6,000 | 0.0% | 9 | 0.0% | 0.01% | +20.0% | |
| TWLO | Sell | TWILIO INC CL A0 | $6,000 | -53.8% | 72 | -11.1% | 0.01% | -50.0% |
| PRFZ | INVESCO FTSE RAFI US 1500A SMALL-MIDA ETF0 | $6,000 | -14.3% | 38 | 0.0% | 0.01% | 0.0% | |
| MCHI | Buy | ISHARES MSCI CHINA ETF0 | $6,000 | +20.0% | 103 | +1.0% | 0.01% | +20.0% |
| U | UNITY SOFTWARE INC COM0 | $6,000 | -62.5% | 160 | 0.0% | 0.01% | -57.1% | |
| XLRE | New | REAL ESTATE SELECT SECTOR SPDR FUND0 | $6,000 | – | 144 | +100.0% | 0.01% | – |
| ARKW | New | ARK NEXT GENERATION INTERNET ETF0 | $6,000 | – | 118 | +100.0% | 0.01% | – |
| ADSK | AUTODESK INC COM0 | $6,000 | -25.0% | 35 | 0.0% | 0.01% | -14.3% | |
| SHV | New | ISHARES SHORT TREASURY BOND ETF0 | $6,000 | – | 57 | +100.0% | 0.01% | – |
| USO | UNITED STATES OIL FUND, LP0 | $6,000 | 0.0% | 75 | 0.0% | 0.01% | +20.0% | |
| XLC | COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND0 | $6,000 | -14.3% | 102 | 0.0% | 0.01% | 0.0% | |
| SRE | SEMPRA COM0 | $6,000 | 0.0% | 37 | 0.0% | 0.01% | +20.0% | |
| TEVA | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS0 | $6,000 | -14.3% | 790 | 0.0% | 0.01% | 0.0% | |
| COKE | COCA COLA CONS INC COM0 | $6,000 | +20.0% | 10 | 0.0% | 0.01% | +20.0% | |
| IYJ | ISHARES U.S. INDUSTRIALS ETF0 | $6,000 | -14.3% | 63 | 0.0% | 0.01% | 0.0% | |
| BC | BRUNSWICK CORP COM0 | $6,000 | -14.3% | 90 | 0.0% | 0.01% | 0.0% | |
| CTT | Buy | CATCHMARK TIMBER TR INC CL A0 | $5,000 | +25.0% | 542 | +0.7% | 0.01% | +25.0% |
| BMTX | BM TECHNOLOGIES INC CL A COM0 | $5,000 | -28.6% | 875 | 0.0% | 0.01% | -16.7% | |
| IGF | Buy | ISHARES GLOBAL INFRASTRUCTURE ETF0 | $5,000 | 0.0% | 99 | +2.1% | 0.01% | 0.0% |
| AB | Buy | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN0 | $5,000 | 0.0% | 114 | +2.7% | 0.01% | 0.0% |
| IP | Buy | INTERNATIONAL PAPER CO COM0 | $5,000 | 0.0% | 109 | +0.9% | 0.01% | 0.0% |
| RA | Buy | BROOKFIELD REAL ASSETS INCOME SHS BEN INT0 | $5,000 | -16.7% | 278 | +3.3% | 0.01% | 0.0% |
| HNST | HONEST CO INC COM0 | $5,000 | -44.4% | 1,749 | 0.0% | 0.01% | -37.5% | |
| MO | Buy | ALTRIA GROUP INC COM0 | $5,000 | -28.6% | 128 | +1.6% | 0.01% | -16.7% |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE CO COM0 | $5,000 | -28.6% | 395 | +0.8% | 0.01% | -16.7% |
| CBOE | Sell | CBOE GLOBAL MKTS INC COM0 | $5,000 | -16.7% | 47 | -17.5% | 0.01% | 0.0% |
| LRCX | LAM RESEARCH CORP COM0 | $5,000 | -16.7% | 12 | 0.0% | 0.01% | 0.0% | |
| AMD | Buy | ADVANCED MICRO DEVICES INC COM0 | $5,000 | +66.7% | 64 | +146.2% | 0.01% | +66.7% |
| MANDIANT INC COM0 | $5,000 | -16.7% | 250 | 0.0% | 0.01% | 0.0% | ||
| SPOT | Buy | SPOTIFY TECHNOLOGY S A SHS0 | $5,000 | +25.0% | 48 | +71.4% | 0.01% | +25.0% |
| GD | GENERAL DYNAMICS CORP COM0 | $5,000 | 0.0% | 21 | 0.0% | 0.01% | 0.0% | |
| FUBO | FUBOTV INC COM0 | $5,000 | -64.3% | 2,156 | 0.0% | 0.01% | -61.5% | |
| VEEV | VEEVA SYS INC CL A COM0 | $5,000 | 0.0% | 25 | 0.0% | 0.01% | 0.0% | |
| FLCH | Buy | FRANKLIN FTSE CHINA ETF0 | $5,000 | 0.0% | 231 | +0.4% | 0.01% | 0.0% |
| PH | PARKER-HANNIFIN CORP COM0 | $5,000 | -16.7% | 20 | 0.0% | 0.01% | 0.0% | |
| PKI | Sell | PERKINELMER INC COM0 | $5,000 | -58.3% | 36 | -49.3% | 0.01% | -54.5% |
| COIN | Buy | COINBASE GLOBAL INC COM CL A0 | $5,000 | +400.0% | 100 | +1566.7% | 0.01% | +400.0% |
| DVN | Sell | DEVON ENERGY CORP NEW COM0 | $5,000 | -16.7% | 86 | -14.0% | 0.01% | 0.0% |
| DGX | QUEST DIAGNOSTICS INC COM0 | $5,000 | -16.7% | 41 | 0.0% | 0.01% | 0.0% | |
| SAFT | Buy | SAFETY INS GROUP INC COM0 | $5,000 | 0.0% | 54 | +1.9% | 0.01% | 0.0% |
| RDFN | Buy | REDFIN CORP COM0 | $5,000 | -50.0% | 617 | +9.4% | 0.01% | -44.4% |
| TLRY | TILRAY BRANDS INC COM CL 20 | $5,000 | -61.5% | 1,708 | 0.0% | 0.01% | -58.3% | |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC COM0 | $5,000 | -44.4% | 9 | -40.0% | 0.01% | -37.5% |
| APAM | Sell | ARTISAN PARTNERS ASSET MGMT IN CL A0 | $4,000 | -42.9% | 104 | -40.2% | 0.00% | -33.3% |
| PUBM | PUBMATIC INC COM CL A0 | $4,000 | -33.3% | 230 | 0.0% | 0.00% | -20.0% | |
| AES | Buy | AES CORP COM0 | $4,000 | -20.0% | 213 | +0.5% | 0.00% | -20.0% |
| MRNA | MODERNA INC COM0 | $4,000 | -20.0% | 27 | 0.0% | 0.00% | -20.0% | |
| IMCB | ISHARES MORNINGSTAR MID-CAP ETF0 | $4,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% | |
| ALGN | ALIGN TECHNOLOGY INC COM0 | $4,000 | -50.0% | 18 | 0.0% | 0.00% | -42.9% | |
| BEN | Buy | FRANKLIN RESOURCES INC COM0 | $4,000 | -20.0% | 177 | +0.6% | 0.00% | -20.0% |
| BDX | BECTON DICKINSON & CO COM0 | $4,000 | -20.0% | 18 | 0.0% | 0.00% | -20.0% | |
| BCH | Buy | BANCO DE CHILE SPONSORED ADS0 | $4,000 | 0.0% | 213 | +4.9% | 0.00% | 0.0% |
| New | CION INVT CORP COM0 | $4,000 | – | 451 | +100.0% | 0.00% | – | |
| SIVB | SVB FINANCIAL GROUP COM0 | $4,000 | -33.3% | 10 | 0.0% | 0.00% | -20.0% | |
| KYNDRYL HLDGS INC COMMON STOCK0 | $4,000 | -20.0% | 361 | 0.0% | 0.00% | -20.0% | ||
| SHW | SHERWIN WILLIAMS CO COM0 | $4,000 | -20.0% | 19 | 0.0% | 0.00% | -20.0% | |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKT0 | $4,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| CHGG | Sell | CHEGG INC COM0 | $4,000 | -50.0% | 206 | -10.8% | 0.00% | -42.9% |
| CFMS | CONFORMIS INC COM0 | $4,000 | -33.3% | 10,000 | 0.0% | 0.00% | -20.0% | |
| CLM | Buy | CORNERSTONE STRATEGIC VALUE FD COM0 | $4,000 | -33.3% | 445 | +6.5% | 0.00% | -20.0% |
| EWC | Buy | ISHARES MSCI CANADA ETF0 | $4,000 | -20.0% | 133 | +0.8% | 0.00% | -20.0% |
| IRM | Buy | IRON MTN INC NEW COM0 | $4,000 | +33.3% | 90 | +50.0% | 0.00% | +33.3% |
| SNA | SNAP ON INC COM0 | $4,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| EMF | TEMPLETON EMERGING MKTS FD COM0 | $4,000 | -20.0% | 345 | 0.0% | 0.00% | -20.0% | |
| CMI | Buy | CUMMINS INC COM0 | $4,000 | 0.0% | 21 | +5.0% | 0.00% | 0.0% |
| LOB | LIVE OAK BANCSHARES INC COM0 | $4,000 | -33.3% | 122 | 0.0% | 0.00% | -20.0% | |
| TAP | MOLSON COORS BEVERAGE CO CL B0 | $4,000 | 0.0% | 79 | 0.0% | 0.00% | 0.0% | |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK FUND0 | $4,000 | -20.0% | 95 | 0.0% | 0.00% | -20.0% | |
| A | AGILENT TECHNOLOGIES INC COM0 | $4,000 | -20.0% | 36 | 0.0% | 0.00% | -20.0% | |
| NUE | NUCOR CORP COM0 | $4,000 | -33.3% | 41 | 0.0% | 0.00% | -20.0% | |
| PEGA | PEGASYSTEMS INC COM0 | $4,000 | -33.3% | 75 | 0.0% | 0.00% | -20.0% | |
| FSLY | FASTLY INC CL A0 | $4,000 | -33.3% | 321 | 0.0% | 0.00% | -20.0% | |
| FVRR | Sell | FIVERR INTL LTD ORD SHS0 | $4,000 | -60.0% | 128 | -4.5% | 0.00% | -55.6% |
| KMF | Buy | KAYNE ANDERSON NEXTGEN ENRGY COM0 | $4,000 | 0.0% | 492 | +1.9% | 0.00% | 0.0% |
| SWBI | SMITH & WESSON BRANDS INC COM0 | $4,000 | -20.0% | 316 | 0.0% | 0.00% | -20.0% | |
| ACN | Buy | ACCENTURE PLC IRELAND SHS CLASS A0 | $3,000 | +50.0% | 9 | +50.0% | 0.00% | +50.0% |
| ALL | ALLSTATE CORP COM0 | $3,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| VICI | Buy | VICI PPTYS INC COM0 | $3,000 | 0.0% | 106 | +1.0% | 0.00% | 0.0% |
| DTM | DT MIDSTREAM INC COMMON STOCK0 | $3,000 | -25.0% | 68 | 0.0% | 0.00% | -25.0% | |
| BKR | BAKER HUGHES COMPANY CL A0 | $3,000 | -25.0% | 120 | 0.0% | 0.00% | -25.0% | |
| NTCO | NATURA &CO HLDG S A ADS0 | $3,000 | -57.1% | 605 | 0.0% | 0.00% | -50.0% | |
| BYND | BEYOND MEAT INC COM0 | $3,000 | -50.0% | 122 | 0.0% | 0.00% | -40.0% | |
| FAF | Buy | FIRST AMERN FINL CORP COM0 | $3,000 | 0.0% | 53 | +1.9% | 0.00% | 0.0% |
| FXH | FIRST TRUST HEALTH CARE ALPHADEX FUND0 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| ME | 23ANDME HOLDING CO CLASS A COM0 | $3,000 | -40.0% | 1,347 | 0.0% | 0.00% | -40.0% | |
| WHR | Buy | WHIRLPOOL CORP COM0 | $3,000 | 0.0% | 18 | +5.9% | 0.00% | 0.0% |
| GTLS | CHART INDS INC COM0 | $3,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| OLN | OLIN CORP COM PAR $10 | $3,000 | -25.0% | 69 | 0.0% | 0.00% | -25.0% | |
| TREX | TREX CO INC COM0 | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| SBGI | Buy | SINCLAIR BROADCAST GROUP INC CL A0 | $3,000 | -25.0% | 145 | +1.4% | 0.00% | -25.0% |
| ABC | New | AMERISOURCEBERGEN CORP COM0 | $3,000 | – | 22 | +100.0% | 0.00% | – |
| AMN | New | AMN HEALTHCARE SVCS INC COM0 | $3,000 | – | 30 | +100.0% | 0.00% | – |
| MASI | MASIMO CORP COM0 | $3,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| WIX | WIX COM LTD SHS0 | $3,000 | -40.0% | 52 | 0.0% | 0.00% | -40.0% | |
| SGEN | SEAGEN INC COM0 | $3,000 | +50.0% | 15 | 0.0% | 0.00% | +50.0% | |
| UNIT | Buy | UNITI GROUP INC COM0 | $3,000 | -40.0% | 350 | +0.9% | 0.00% | -40.0% |
| ABB | Buy | ABB LTD SPONSORED ADR0 | $3,000 | -25.0% | 117 | +2.6% | 0.00% | -25.0% |
| KODK | EASTMAN KODAK CO COM NEW0 | $3,000 | -25.0% | 676 | 0.0% | 0.00% | -25.0% | |
| PAG | PENSKE AUTOMOTIVE GRP INC COM0 | $3,000 | +50.0% | 25 | 0.0% | 0.00% | +50.0% | |
| CYBR | CYBERARK SOFTWARE LTD SHS0 | $3,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| JETS | U.S. GLOBAL JETS ETF0 | $3,000 | -25.0% | 201 | 0.0% | 0.00% | -25.0% | |
| DOCS | Buy | DOXIMITY INC CL A0 | $3,000 | 0.0% | 100 | +100.0% | 0.00% | 0.0% |
| DBX | DROPBOX INC CL A0 | $3,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% | |
| SJM | SMUCKER J M CO COM NEW0 | $3,000 | -25.0% | 26 | 0.0% | 0.00% | -25.0% | |
| ANTM | ELEVANCE HEALTH INC COM0 | $3,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
| WCN | WASTE CONNECTIONS INC COM0 | $3,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| SCHR | New | SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF0 | $3,000 | – | 52 | +100.0% | 0.00% | – |
| SH | PROSHARES SHORT S&P 5000 | $3,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% | |
| BGY | Buy | BLACKROCK ENHANCED INTL DIV TR COM BENE INTER0 | $3,000 | 0.0% | 601 | +1.9% | 0.00% | 0.0% |
| BKF | Buy | ISHARES MSCI BIC ETF0 | $3,000 | 0.0% | 89 | +1.1% | 0.00% | 0.0% |
| IIPR | INNOVATIVE INDL PPTYS INC COM0 | $3,000 | -40.0% | 24 | 0.0% | 0.00% | -40.0% | |
| ESGE | Buy | ISHARES MSCI EM ESG SELECT ETF0 | $3,000 | -25.0% | 104 | +1.0% | 0.00% | -25.0% |
| PSP | Buy | INVESCO GLOBAL LISTED PRIVATE EQUITY ETF0 | $3,000 | 0.0% | 259 | +1.2% | 0.00% | 0.0% |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATION CL A0 | $3,000 | -25.0% | 9 | 0.0% | 0.00% | -25.0% | |
| New | STRYVE FOODS INC CLASS A COM0 | $3,000 | – | 3,400 | +100.0% | 0.00% | – | |
| RSG | Buy | REPUBLIC SVCS INC COM0 | $3,000 | +50.0% | 22 | +83.3% | 0.00% | +50.0% |
| RMD | RESMED INC COM0 | $3,000 | -40.0% | 15 | 0.0% | 0.00% | -40.0% | |
| New | SNAP ONE HOLDINGS CORP COM0 | $2,000 | – | 200 | +100.0% | 0.00% | – | |
| AMC | AMC ENTMT HLDGS INC CL A COM0 | $2,000 | -33.3% | 135 | 0.0% | 0.00% | -33.3% | |
| AVAV | AEROVIRONMENT INC COM0 | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| GOOGL | New | ALPHABET INC CAP STK CL A0 | $2,000 | – | 1 | +100.0% | 0.00% | – |
| AFG | Buy | AMERICAN FINL GROUP INC OHIO COM0 | $2,000 | 0.0% | 13 | +8.3% | 0.00% | 0.0% |
| AMT | AMERICAN TOWER CORP NEW COM0 | $2,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
| AMRX | AMNEAL PHARMACEUTICALS INC COM STK CL A0 | $2,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| CGC | Sell | CANOPY GROWTH CORP COM0 | $2,000 | -66.7% | 805 | -5.8% | 0.00% | -60.0% |
| CLDX | CELLDEX THERAPEUTICS INC NEW COM NEW0 | $2,000 | -33.3% | 83 | 0.0% | 0.00% | -33.3% | |
| CHWY | CHEWY INC CL A0 | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| CINR | Buy | SISECAM RESOURCES LP COM UNIT LTD0 | $2,000 | 0.0% | 108 | +2.9% | 0.00% | 0.0% |
| CLF | Sell | CLEVELAND-CLIFFS INC NEW COM0 | $2,000 | -66.7% | 150 | -14.3% | 0.00% | -60.0% |
| CGNX | COGNEX CORP COM0 | $2,000 | -50.0% | 58 | 0.0% | 0.00% | -50.0% | |
| CSAN | Buy | COSAN S A ADS0 | $2,000 | -33.3% | 148 | +2.1% | 0.00% | -33.3% |
| CPNG | COUPANG INC CL A0 | $2,000 | -33.3% | 142 | 0.0% | 0.00% | -33.3% | |
| EBAY | Buy | EBAY INC. COM0 | $2,000 | 0.0% | 41 | +2.5% | 0.00% | 0.0% |
| EA | ELECTRONIC ARTS INC COM0 | $2,000 | -33.3% | 20 | 0.0% | 0.00% | -33.3% | |
| FFIV | F5 INC COM0 | $2,000 | -33.3% | 15 | 0.0% | 0.00% | -33.3% | |
| FSR | FISKER INC CL A COM STK0 | $2,000 | 0.0% | 184 | 0.0% | 0.00% | 0.0% | |
| FCPT | Buy | FOUR CORNERS PPTY TR INC COM0 | $2,000 | +100.0% | 67 | +63.4% | 0.00% | +100.0% |
| New | GSK PLC SPONSORED ADR0 | $2,000 | – | 51 | +100.0% | 0.00% | – | |
| HRL | HORMEL FOODS CORP COM0 | $2,000 | -33.3% | 52 | 0.0% | 0.00% | -33.3% | |
| ITT | ITT INC COM0 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| BKLN | New | INVESCO SENIOR LOAN ETF0 | $2,000 | – | 113 | +100.0% | 0.00% | – |
| RWK | Sell | INVESCO S&P MIDCAP 400 REVENUE ETF0 | $2,000 | -33.3% | 23 | -30.3% | 0.00% | -33.3% |
| IRBT | IROBOT CORP COM0 | $2,000 | -50.0% | 58 | 0.0% | 0.00% | -50.0% | |
| EWJ | ISHARES MSCI JAPAN ETF0 | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
| SDG | ISHARES MSCI GLOBAL IMPACT ETF0 | $2,000 | -33.3% | 30 | 0.0% | 0.00% | -33.3% | |
| JPST | New | JPMORGAN ULTRA-SHORT INCOME ETF0 | $2,000 | – | 37 | +100.0% | 0.00% | – |
| JKS | JINKOSOLAR HLDG CO LTD SPONSORED ADR0 | $2,000 | +100.0% | 30 | 0.0% | 0.00% | +100.0% | |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM0 | $2,000 | -33.3% | 17 | 0.0% | 0.00% | -33.3% | |
| KHC | Buy | KRAFT HEINZ CO COM0 | $2,000 | 0.0% | 54 | +1.9% | 0.00% | 0.0% |
| KARS | KRANESHARES ELECTRIC VEHICLES & FUTURE MOBILITY ETF0 | $2,000 | -33.3% | 69 | 0.0% | 0.00% | -33.3% | |
| KR | Buy | KROGER CO COM0 | $2,000 | 0.0% | 41 | +2.5% | 0.00% | 0.0% |
| RODM | Buy | HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF0 | $2,000 | -33.3% | 90 | +3.4% | 0.00% | -33.3% |
| MNKD | MANNKIND CORP COM NEW0 | $2,000 | 0.0% | 450 | 0.0% | 0.00% | 0.0% | |
| MFC | Buy | MANULIFE FINL CORP COM0 | $2,000 | 0.0% | 98 | +1.0% | 0.00% | 0.0% |
| MTCH | MATCH GROUP INC NEW COM0 | $2,000 | -33.3% | 25 | 0.0% | 0.00% | -33.3% | |
| MAT | MATTEL INC COM0 | $2,000 | 0.0% | 74 | 0.0% | 0.00% | 0.0% | |
| MACK | MERRIMACK PHARMACEUTICALS INC COM NEW0 | $2,000 | 0.0% | 272 | 0.0% | 0.00% | 0.0% | |
| MC | Buy | MOELIS & CO CL A0 | $2,000 | -33.3% | 54 | +1.9% | 0.00% | -33.3% |
| NEX | NEXTIER OILFIELD SOLUTIONS COM0 | $2,000 | 0.0% | 179 | 0.0% | 0.00% | 0.0% | |
| NEXTDOOR HOLDINGS INC COM CL A0 | $2,000 | -50.0% | 600 | 0.0% | 0.00% | -50.0% | ||
| NUMG | NUVEEN ESG MID-CAP GROWTH ETF0 | $2,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
| OMF | Buy | ONEMAIN HLDGS INC COM0 | $2,000 | -33.3% | 62 | +3.3% | 0.00% | -33.3% |
| PENN | PENN NATL GAMING INC COM0 | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| PTR | PETROCHINA CO LTD SPONSORED ADR0 | $2,000 | -33.3% | 52 | 0.0% | 0.00% | -33.3% | |
| PLNT | PLANET FITNESS INC CL A0 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| PSEC | Buy | PROSPECT CAP CORP COM0 | $2,000 | -33.3% | 313 | +2.6% | 0.00% | -33.3% |
| METC | Sell | RAMACO RES INC COM0 | $2,000 | -50.0% | 152 | -32.7% | 0.00% | -50.0% |
| RWT | Buy | REDWOOD TR INC COM0 | $2,000 | -33.3% | 322 | +2.2% | 0.00% | -33.3% |
| New | ROCKWELL MED INC COM NEW0 | $2,000 | – | 1,411 | +100.0% | 0.00% | – | |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF0 | $2,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% | |
| AAON | AAON INC COM PAR $0.0040 | $2,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| CEF | SPROTT PHYSICAL GOLD & SILVER TR UNIT0 | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| STOR | Buy | STORE CAP CORP COM0 | $2,000 | -33.3% | 94 | +1.1% | 0.00% | -33.3% |
| TRN | Buy | TRINITY INDS INC COM0 | $2,000 | 0.0% | 68 | +1.5% | 0.00% | 0.0% |
| TWTR | New | TWITTER INC COM0 | $2,000 | – | 50 | +100.0% | 0.00% | – |
| IIVI | II-VI INC COM0 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| VIOV | VANGUARD S&P SMALL-CAP 600 VALUE ETF0 | $2,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
| VTRS | Buy | VIATRIS INC COM0 | $2,000 | 0.0% | 150 | +0.7% | 0.00% | 0.0% |
| VFF | VILLAGE FARMS INTL INC COM0 | $2,000 | -50.0% | 700 | 0.0% | 0.00% | -50.0% | |
| MAPS | WM TECHNOLOGY INC COM0 | $2,000 | -60.0% | 600 | 0.0% | 0.00% | -60.0% | |
| W | WAYFAIR INC CL A0 | $2,000 | -66.7% | 50 | 0.0% | 0.00% | -60.0% | |
| WU | Buy | WESTERN UN CO COM0 | $2,000 | 0.0% | 104 | +1.0% | 0.00% | 0.0% |
| XRX | Buy | XEROX HOLDINGS CORP COM NEW0 | $2,000 | 0.0% | 124 | +1.6% | 0.00% | 0.0% |
| YUM | YUM BRANDS INC COM0 | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| LAZ | Buy | LAZARD LTD SHS A0 | $2,000 | 0.0% | 66 | +1.5% | 0.00% | 0.0% |
| NCLH | NORWEGIAN CRUISE LINE HLDG LTD SHS0 | $2,000 | -33.3% | 150 | 0.0% | 0.00% | -33.3% | |
| GILT | GILAT SATELLITE NETWORKS LTD SHS NEW0 | $2,000 | -33.3% | 330 | 0.0% | 0.00% | -33.3% | |
| SWM | Buy | MATIV HOLDINGS INC COM0 | $1,000 | 0.0% | 38 | +2.7% | 0.00% | 0.0% |
| FCX | FREEPORT-MCMORAN INC CL B0 | $1,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
| LEGR | Buy | FIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETF0 | $1,000 | 0.0% | 31 | +3.3% | 0.00% | 0.0% |
| FICO | FAIR ISAAC CORP COM0 | $1,000 | 0.0% | 3 | 0.0% | 0.00% | 0.0% | |
| ET | Buy | ENERGY TRANSFER L P COM UT LTD PTN0 | $1,000 | 0.0% | 105 | +1.9% | 0.00% | 0.0% |
| DAVA | New | ENDAVA PLC ADS0 | $1,000 | – | 10 | +100.0% | 0.00% | – |
| ECL | ECOLAB INC COM0 | $1,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
| DOCEBO INC COM0 | $1,000 | -50.0% | 30 | 0.0% | 0.00% | -50.0% | ||
| VRTX | VERTEX PHARMACEUTICALS INC COM0 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| DNMR | DANIMER SCIENTIFIC INC COM CL A0 | $1,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% | |
| VIAC | PARAMOUNT GLOBAL CLASS B COM0 | $1,000 | -50.0% | 55 | 0.0% | 0.00% | -50.0% | |
| DXC | DXC TECHNOLOGY CO COM0 | $1,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
| DHI | D R HORTON INC COM0 | $1,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
| VSTO | VISTA OUTDOOR INC COM0 | $1,000 | -50.0% | 50 | 0.0% | 0.00% | -50.0% | |
| VOD | VODAFONE GROUP PLC NEW SPONSORED ADR0 | $1,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% | |
| CRON | CRONOS GROUP INC COM0 | $1,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| WAB | WABTEC COM0 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| CTVA | CORTEVA INC COM0 | $1,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
| CFLT | CONFLUENT INC CLASS A COM0 | $1,000 | -50.0% | 50 | 0.0% | 0.00% | -50.0% | |
| CNDT | CONDUENT INC COM0 | $1,000 | 0.0% | 231 | 0.0% | 0.00% | 0.0% | |
| CL | New | COLGATE PALMOLIVE CO COM0 | $1,000 | – | 8 | +100.0% | 0.00% | – |
| CLVR | CLEVER LEAVES HOLDINGS INC COM0 | $1,000 | -50.0% | 800 | 0.0% | 0.00% | -50.0% | |
| New | CIVITAS RESOURCES INC COM NEW0 | $1,000 | – | 20 | +100.0% | 0.00% | – | |
| UP | WHEELS UP EXPERIENCE INC COM CL A0 | $1,000 | -50.0% | 595 | 0.0% | 0.00% | -50.0% | |
| CCL | CARNIVAL CORP COMMON STOCK0 | $1,000 | -50.0% | 100 | 0.0% | 0.00% | -50.0% | |
| TOKE | CAMBRIA CANNABIS ETF0 | $1,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% | |
| CACI | CACI INTL INC CL A0 | $1,000 | -50.0% | 5 | 0.0% | 0.00% | -50.0% | |
| WOLFSPEED INC COM0 | $1,000 | -50.0% | 15 | 0.0% | 0.00% | -50.0% | ||
| SAM | BOSTON BEER INC CL A0 | $1,000 | 0.0% | 3 | 0.0% | 0.00% | 0.0% | |
| BAH | New | BOOZ ALLEN HAMILTON HLDG CORP CL A0 | $1,000 | – | 12 | +100.0% | 0.00% | – |
| BMRN | BIOMARIN PHARMACEUTICAL INC COM0 | $1,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
| BHE | BENCHMARK ELECTRS INC COM0 | $1,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| BODY | THE BEACHBODY COMPANY INC COM CL A0 | $1,000 | -50.0% | 925 | 0.0% | 0.00% | -50.0% | |
| AMBA | AMBARELLA INC SHS0 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| BHC | BAUSCH HEALTH COS INC COM0 | $1,000 | -50.0% | 70 | 0.0% | 0.00% | -50.0% | |
| RILY | New | B. RILEY FINANCIAL INC COM0 | $1,000 | – | 20 | +100.0% | 0.00% | – |
| AVNW | AVIAT NETWORKS INC COM NEW0 | $1,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| JAZZ | JAZZ PHARMACEUTICALS PLC SHS USD0 | $1,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
| ARES | New | ARES MANAGEMENT CORPORATION CL A COM STK0 | $1,000 | – | 13 | +100.0% | 0.00% | – |
| NLY | Sell | ANNALY CAPITAL MANAGEMENT INC COM0 | $1,000 | -66.7% | 239 | -46.0% | 0.00% | -66.7% |
| NEGG | NEWEGG COMMERCE INC COMMON SHARES0 | $1,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| RPRX | ROYALTY PHARMA PLC SHS CLASS A0 | $1,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
| STX | New | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS0 | $1,000 | – | 20 | +100.0% | 0.00% | – |
| CNBS | AMPLIFY SEYMOUR CANNABIS ETF0 | $1,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| FOLD | AMICUS THERAPEUTICS INC COM0 | $1,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% | |
| GRMN | GARMIN LTD SHS0 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| LOGI | LOGITECH INTL S A SHS0 | $1,000 | -50.0% | 25 | 0.0% | 0.00% | -50.0% | |
| AOUT | AMERICAN OUTDOOR BRANDS INC COM0 | $1,000 | -50.0% | 130 | 0.0% | 0.00% | -50.0% | |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORD0 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| AEP | AMERICAN ELEC PWR CO INC COM0 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| SSYS | STRATASYS LTD SHS0 | $1,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| ARE | New | ALEXANDRIA REAL ESTATE EQ INC COM0 | $1,000 | – | 5 | +100.0% | 0.00% | – |
| AAP | New | ADVANCE AUTO PARTS INC COM0 | $1,000 | – | 5 | +100.0% | 0.00% | – |
| STWD | New | STARWOOD PPTY TR INC COM0 | $1,000 | – | 40 | +100.0% | 0.00% | – |
| RGR | STURM RUGER & CO INC COM0 | $1,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
| TJX | Buy | TJX COS INC NEW COM0 | $1,000 | -50.0% | 26 | +4.0% | 0.00% | -50.0% |
| SPAQ | ALLEGO N V ORD SHS0 | $1,000 | -75.0% | 253 | 0.0% | 0.00% | -75.0% | |
| SONO | SONOS INC COM0 | $1,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| SNAP | SNAP INC CL A0 | $1,000 | -50.0% | 44 | 0.0% | 0.00% | -50.0% | |
| SWKS | SKYWORKS SOLUTIONS INC COM0 | $1,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
| TELL | New | TELLURIAN INC NEW COM0 | $1,000 | – | 200 | +100.0% | 0.00% | – |
| SE | SEA LTD SPONSORD ADS0 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| SABR | SABRE CORP COM0 | $1,000 | -50.0% | 157 | 0.0% | 0.00% | -50.0% | |
| TRI | New | THOMSON REUTERS CORP. COM NEW0 | $1,000 | – | 9 | +100.0% | 0.00% | – |
| DDD | 3-D SYS CORP DEL COM NEW0 | $1,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% | |
| RIO | Buy | RIO TINTO PLC SPONSORED ADR0 | $1,000 | -50.0% | 21 | +5.0% | 0.00% | -50.0% |
| RELX | Buy | RELX PLC SPONSORED ADR0 | $1,000 | -50.0% | 55 | +1.9% | 0.00% | -50.0% |
| RH | RH COM0 | $1,000 | 0.0% | 3 | 0.0% | 0.00% | 0.0% | |
| QRVO | QORVO INC COM0 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| PTON | PELOTON INTERACTIVE INC CL A COM0 | $1,000 | -75.0% | 162 | 0.0% | 0.00% | -75.0% | |
| PLTR | PALANTIR TECHNOLOGIES INC CL A0 | $1,000 | -50.0% | 160 | 0.0% | 0.00% | -50.0% | |
| ORGANIGRAM HLDGS INC COM0 | $1,000 | -50.0% | 1,110 | 0.0% | 0.00% | -50.0% | ||
| TRUP | New | TRUPANION INC COM0 | $1,000 | – | 20 | +100.0% | 0.00% | – |
| TPB | TURNING PT BRANDS INC COM0 | $1,000 | -50.0% | 50 | 0.0% | 0.00% | -50.0% | |
| TWST | TWIST BIOSCIENCE CORP COM0 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| OXY | OCCIDENTAL PETE CORP COM0 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| NYC | New | NEW YORK CITY REIT INC COM0 | $1,000 | – | 206 | +100.0% | 0.00% | – |
| PATH | UIPATH INC CL A0 | $1,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
| MRVL | MARVELL TECHNOLOGY INC COM0 | $1,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
| MQ | MARQETA INC CLASS A COM0 | $1,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| MRVI | MARAVAI LIFESCIENCES HLDGS INC COM CL A0 | $1,000 | -50.0% | 50 | 0.0% | 0.00% | -50.0% | |
| MGNI | MAGNITE INC COM0 | $1,000 | -50.0% | 150 | 0.0% | 0.00% | -50.0% | |
| MSGS | MADISON SQUARE GRDN SPRT CORP CL A0 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| LUMN | New | LUMEN TECHNOLOGIES INC COM0 | $1,000 | – | 123 | +100.0% | 0.00% | – |
| LEN | LENNAR CORP CL A0 | $1,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
| GRNB | Buy | VANECK GREEN BOND ETF0 | $1,000 | 0.0% | 32 | +3.2% | 0.00% | 0.0% |
| KKR | KKR & CO INC COM0 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| BBMC | JPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETF0 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| IHF | ISHARES U.S. HEALTHCARE PROVIDERS ETF0 | $1,000 | 0.0% | 3 | 0.0% | 0.00% | 0.0% | |
| IEF | New | ISHARES 7-10 YEAR TREASURY BOND ETF0 | $1,000 | – | 14 | +100.0% | 0.00% | – |
| DBC | INVESCO DB COMMODITY INDEX TRACKING FUND0 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COM0 | $1,000 | -50.0% | 12 | 0.0% | 0.00% | -50.0% | |
| IMAC | New | IMAC HLDGS INC COM0 | $1,000 | – | 900 | +100.0% | 0.00% | – |
| HSC | HARSCO CORP COM0 | $1,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% | |
| GPRO | GOPRO INC CL A0 | $1,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| COPX | GLOBAL X COPPER MINERS ETF0 | $1,000 | -50.0% | 48 | 0.0% | 0.00% | -50.0% | |
| BHF | BRIGHTHOUSE FINL INC COM0 | $0 | -100.0% | 11 | 0.0% | 0.00% | -100.0% | |
| SFE | SAFEGUARD SCIENTIFICS INC COM NEW0 | $0 | – | 82 | 0.0% | 0.00% | – | |
| SFIX | STITCH FIX INC COM CL A0 | $0 | – | 10 | 0.0% | 0.00% | – | |
| RVT | ROYCE VALUE TR INC COM0 | $0 | – | 7 | 0.0% | 0.00% | – | |
| WKHS | WORKHORSE GROUP INC COM NEW0 | $0 | – | 50 | 0.0% | 0.00% | – | |
| TXG | 10X GENOMICS INC CL A COM0 | $0 | -100.0% | 11 | 0.0% | 0.00% | -100.0% | |
| RCI | ROGERS COMMUNICATIONS INC CL B0 | $0 | – | 2 | 0.0% | 0.00% | – | |
| JNPR | JUNIPER NETWORKS INC COM0 | $0 | -100.0% | 17 | 0.0% | 0.00% | -100.0% | |
| New | CIPHER MINING INC COM0 | $0 | – | 300 | +100.0% | 0.00% | – | |
| CC | Buy | CHEMOURS CO COM0 | $0 | – | 9 | +12.5% | 0.00% | – |
| NVTA | INVITAE CORP COM0 | $0 | – | 25 | 0.0% | 0.00% | – | |
| CHTR | CHARTER COMMUNICATIONS INC NEW CL A0 | $0 | -100.0% | 1 | 0.0% | 0.00% | -100.0% | |
| INSG | INSEEGO CORP COM0 | $0 | – | 10 | 0.0% | 0.00% | – | |
| SVM | SILVERCORP METALS INC COM0 | $0 | -100.0% | 153 | 0.0% | 0.00% | -100.0% | |
| HEXO | HEXO CORP COM NEW0 | $0 | – | 100 | 0.0% | 0.00% | – | |
| GRWG | GROWGENERATION CORP COM0 | $0 | -100.0% | 65 | 0.0% | 0.00% | -100.0% | |
| ARCC | New | ARES CAPITAL CORP COM0 | $0 | – | 23 | +100.0% | 0.00% | – |
| GDRX | GOODRX HLDGS INC COM CL A0 | $0 | -100.0% | 40 | 0.0% | 0.00% | -100.0% | |
| FRPT | FRESHPET INC COM0 | $0 | -100.0% | 6 | 0.0% | 0.00% | -100.0% | |
| SDGR | SCHRODINGER INC COM0 | $0 | -100.0% | 15 | 0.0% | 0.00% | -100.0% | |
| New | EMBECTA CORP COMMON STOCK0 | $0 | – | 3 | +100.0% | 0.00% | – | |
| AGNC | Exit | AGNC INVT CORP COM0 | $0 | – | 0 | +100.0% | 0.00% | – |
| BME | New | BLACKROCK HEALTH SCIENCES TR COM0 | $0 | – | 10 | +100.0% | 0.00% | – |
| ZG | ZILLOW GROUP INC CL A0 | $0 | – | 5 | 0.0% | 0.00% | – | |
| OM | OUTSET MED INC COM0 | $0 | -100.0% | 25 | 0.0% | 0.00% | -100.0% | |
| AU | ANGLOGOLD ASHANTI LIMITED SPONSORED ADR0 | $0 | – | 2 | 0.0% | 0.00% | – | |
| OPEN | OPENDOOR TECHNOLOGIES INC COM0 | $0 | -100.0% | 100 | 0.0% | 0.00% | -100.0% | |
| TRIP | TRIPADVISOR INC COM0 | $0 | – | 10 | 0.0% | 0.00% | – | |
| BILI | BILIBILI INC SPONS ADS REP Z0 | $0 | – | 10 | 0.0% | 0.00% | – | |
| ORI | OLD REP INTL CORP COM0 | $0 | – | 15 | 0.0% | 0.00% | – | |
| OXYWS | OCCIDENTAL PETE CORP WT EXP 0803270 | $0 | – | 1 | 0.0% | 0.00% | – | |
| CODI | Exit | COMPASS DIVERSIFIED SH BEN INT0 | $0 | – | 0 | +100.0% | 0.00% | – |
| AMRN | AMARIN CORP PLC SPONS ADR NEW0 | $0 | – | 50 | 0.0% | 0.00% | – | |
| BAX | New | BAXTER INTL INC COM0 | $0 | – | 6 | +100.0% | 0.00% | – |
| ULBI | ULTRALIFE CORP COM0 | $0 | -100.0% | 100 | 0.0% | 0.00% | -100.0% | |
| MGI | MONEYGRAM INTL INC COM NEW0 | $0 | – | 27 | 0.0% | 0.00% | – | |
| Sell | MICRO FOCUS INTL PLC SPON ADR NEW0 | $0 | – | 86 | -5.5% | 0.00% | – | |
| STNE | STONECO LTD COM CL A0 | $0 | – | 30 | 0.0% | 0.00% | – | |
| SKLZ | Sell | SKILLZ INC COM0 | $0 | -100.0% | 321 | -18.9% | 0.00% | -100.0% |
| BAND | BANDWIDTH INC COM CL A0 | $0 | – | 4 | 0.0% | 0.00% | – | |
| MSGE | MADISON SQUARE GRDN ENTERTNMNT CL A0 | $0 | – | 5 | 0.0% | 0.00% | – | |
| SBFM | New | SUNSHINE BIOPHARMA INC COM NEW0 | $0 | – | 293 | +100.0% | 0.00% | – |
| LYFT | LYFT INC CL A COM0 | $0 | -100.0% | 30 | 0.0% | 0.00% | -100.0% | |
| AFRM | AFFIRM HLDGS INC COM CL A0 | $0 | -100.0% | 20 | 0.0% | 0.00% | -100.0% | |
| THE VALENS COMPANY INC COM NEW0 | $0 | -100.0% | 333 | 0.0% | 0.00% | -100.0% | ||
| ACB | Sell | AURORA CANNABIS INC COM0 | $0 | – | 25 | -50.0% | 0.00% | – |
| ASAN | ASANA INC CL A0 | $0 | – | 10 | 0.0% | 0.00% | – | |
| GAN | GAN LTD SHS0 | $0 | – | 55 | 0.0% | 0.00% | – | |
| MSTR | Exit | MICROSTRATEGY INC CL A NEW0 | $0 | – | -3 | -100.0% | -0.00% | – |
| DTEC | Exit | ALPS DISRUPTIVE TECHNOLOGIES ETF0 | $0 | – | -50 | -100.0% | -0.00% | – |
| GSK | Exit | GLAXOSMITHKLINE PLC SPONSORED ADR0 | $0 | – | -50 | -100.0% | -0.00% | – |
| VWO | Exit | VANGUARD FTSE EMERGING MARKETS ETF0 | $0 | – | -42 | -100.0% | -0.00% | – |
| AMAT | Exit | APPLIED MATLS INC COM0 | $0 | – | -23 | -100.0% | -0.00% | – |
| RMTI | Exit | ROCKWELL MED INC COM0 | $0 | – | -15,540 | -100.0% | -0.01% | – |
| ZNGA | Exit | ZYNGA INC CL A0 | $0 | – | -1,140 | -100.0% | -0.01% | – |
| ICF | Exit | ISHARES COHEN & STEERS REIT ETF0 | $0 | – | -189 | -100.0% | -0.01% | – |
| FTCS | Exit | FIRST TRUST CAPITAL STRENGTH ETF0 | $0 | – | -931 | -100.0% | -0.07% | – |
| Exit | GENERATIONS BANCORP NY INC COM0 | $0 | – | -8,063 | -100.0% | -0.09% | – | |
| ITOT | Exit | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF0 | $0 | – | -1,353 | -100.0% | -0.12% | – |
| OCDX | Exit | ORTHO CLINICAL DIAGNOSTICS HLD ORD SHS0 | $0 | – | -12,039 | -100.0% | -0.20% | – |
| DKNG | Exit | DRAFTKINGS INC COM CL A0 | $0 | – | -19,674 | -100.0% | -0.34% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-28
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.