$132 Million is the total value of Rise Advisors, LLC's 810 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 11.5% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
Buy | DIMENSIONAL CORE FIXED INCOME ETF0 | $20,263,046 | +15.1% | 476,778 | +12.4% | 15.30% | +8.1% | |
VUG | Buy | VANGUARD GROWTH ETF0 | $17,152,501 | +26.1% | 68,764 | +7.8% | 12.95% | +18.5% |
VTV | Sell | VANGUARD VALUE ETF0 | $15,949,244 | -5.0% | 115,482 | -3.5% | 12.04% | -10.8% |
VNLA | Buy | JANUS HENDERSON SHORT DURATION INCOME ETF0 | $7,140,134 | +6.4% | 149,532 | +5.6% | 5.39% | -0.0% |
FLOT | Sell | ISHARES FLOATING RATE BOND ETF0 | $6,936,780 | -4.5% | 137,662 | -4.6% | 5.24% | -10.3% |
DFAT | Buy | DIMENSIONAL U.S. TARGETED VALUE ETF0 | $5,157,672 | +1.6% | 115,903 | +0.4% | 3.89% | -4.5% |
XLF | Buy | FINANCIAL SELECT SECTOR SPDR FUND0 | $4,807,818 | +60.5% | 149,543 | +70.7% | 3.63% | +50.8% |
AAPL | Buy | APPLE INC COM0 | $4,168,100 | +39.3% | 25,277 | +9.8% | 3.15% | +30.9% |
XLI | Sell | INDUSTRIAL SELECT SECTOR SPDR FUND0 | $2,976,510 | -2.9% | 29,418 | -5.7% | 2.25% | -8.7% |
XSOE | Buy | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND0 | $2,657,398 | +10.9% | 95,453 | +6.2% | 2.01% | +4.2% |
HD | Sell | HOME DEPOT INC COM0 | $2,451,069 | -12.6% | 8,305 | -6.4% | 1.85% | -17.9% |
TGT | Buy | TARGET CORP COM0 | $2,232,316 | +14.4% | 13,480 | +3.0% | 1.68% | +7.5% |
PYPL | Buy | PAYPAL HLDGS INC COM0 | $2,159,810 | +16.4% | 28,441 | +9.2% | 1.63% | +9.4% |
TMP | Sell | TOMPKINS FINL CORP COM0 | $1,049,533 | -14.7% | 15,852 | -0.1% | 0.79% | -19.9% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CL B NEW0 | $1,048,892 | -2.7% | 3,397 | -2.7% | 0.79% | -8.5% |
IEFA | Sell | ISHARES CORE MSCI EAFE ETF0 | $958,962 | -7.4% | 14,345 | -14.6% | 0.72% | -13.0% |
IJH | Sell | ISHARES CORE S&P MID-CAP ETF0 | $924,544 | -1.4% | 3,696 | -4.6% | 0.70% | -7.3% |
AGG | Sell | ISHARES CORE U.S. AGGREGATE BOND ETF0 | $914,293 | -18.6% | 9,176 | -20.7% | 0.69% | -23.5% |
MSFT | Sell | MICROSOFT CORP COM0 | $900,891 | +2.5% | 3,125 | -14.7% | 0.68% | -3.7% |
DFAC | Buy | DIMENSIONAL US CORE EQUITY 2 ETF0 | $810,129 | +5.2% | 31,795 | +0.2% | 0.61% | -1.1% |
PAYX | Buy | PAYCHEX INC COM0 | $699,692 | +3.1% | 6,106 | +4.0% | 0.53% | -3.1% |
QQQ | Buy | INVESCO QQQ TRUST0 | $690,616 | +22.7% | 2,152 | +1.8% | 0.52% | +15.3% |
XOM | Buy | EXXON MOBIL CORP COM0 | $670,633 | -0.1% | 6,116 | +0.5% | 0.51% | -6.1% |
ISTB | Sell | ISHARES CORE 1-5 YEAR USD BOND ETF0 | $582,031 | -1.6% | 12,343 | -3.1% | 0.44% | -7.6% |
Buy | DRAFTKINGS INC NEW COM CL A0 | $575,515 | +70.7% | 29,727 | +0.5% | 0.43% | +60.1% | |
JPST | Buy | JPMORGAN ULTRA-SHORT INCOME ETF0 | $548,022 | +4.5% | 10,891 | +4.1% | 0.41% | -1.7% |
FTEC | Buy | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF0 | $531,883 | +20.8% | 4,668 | +0.2% | 0.40% | +13.3% |
VBR | Buy | VANGUARD SMALL CAP VALUE ETF0 | $509,266 | +1.7% | 3,208 | +1.8% | 0.38% | -4.5% |
FBND | Sell | FIDELITY TOTAL BOND ETF0 | $502,536 | -28.5% | 10,925 | -30.0% | 0.38% | -32.9% |
Buy | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF0 | $490,623 | +7.0% | 21,276 | +0.2% | 0.37% | +0.3% | |
MRK | Buy | MERCK & CO INC COM0 | $485,677 | +4.7% | 4,565 | +9.2% | 0.37% | -1.6% |
JAAA | Sell | JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF0 | $481,737 | -24.3% | 9,730 | -24.7% | 0.36% | -28.8% |
IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF0 | $458,932 | +7.0% | 7,408 | 0.0% | 0.35% | +0.6% | |
FAST | FASTENAL CO COM0 | $451,478 | +14.0% | 8,370 | 0.0% | 0.34% | +7.2% | |
WMT | Sell | WALMART INC COM0 | $448,046 | -1.1% | 3,039 | -4.9% | 0.34% | -7.1% |
VIG | Sell | VANGUARD DIVIDEND APPRECIATION ETF0 | $429,794 | -1.9% | 2,791 | -3.3% | 0.32% | -8.0% |
ABBV | Buy | ABBVIE INC COM0 | $418,767 | -1.2% | 2,628 | +0.2% | 0.32% | -7.1% |
AMZN | Sell | AMAZON COM INC COM0 | $384,239 | +22.2% | 3,720 | -0.6% | 0.29% | +14.6% |
PFE | Buy | PFIZER INC COM0 | $377,895 | -13.8% | 9,262 | +8.3% | 0.28% | -19.0% |
NVDA | NVIDIA CORPORATION COM0 | $375,550 | +90.1% | 1,352 | 0.0% | 0.28% | +78.0% | |
MCD | Buy | MCDONALDS CORP COM0 | $369,597 | +21.4% | 1,322 | +14.5% | 0.28% | +13.9% |
LOW | Buy | LOWES COS INC COM0 | $362,693 | +0.4% | 1,814 | +0.1% | 0.27% | -5.5% |
IVV | Sell | ISHARES CORE S&P 500 ETF0 | $345,680 | +2.4% | 841 | -4.2% | 0.26% | -3.7% |
BAC | Sell | BANK AMERICA CORP COM0 | $332,532 | -14.9% | 11,627 | -1.4% | 0.25% | -20.1% |
IEMG | Sell | ISHARES CORE MSCI EMERGING MARKETS ETF0 | $319,317 | -2.7% | 6,545 | -6.8% | 0.24% | -8.7% |
ZBH | Buy | ZIMMER BIOMET HOLDINGS INC COM0 | $319,836 | +1.5% | 2,476 | +0.2% | 0.24% | -4.7% |
CSCO | Buy | CISCO SYS INC COM0 | $313,379 | +28.6% | 5,995 | +17.2% | 0.24% | +20.9% |
ABT | Sell | ABBOTT LABS COM0 | $311,528 | -10.6% | 3,077 | -3.1% | 0.24% | -16.1% |
IWM | Sell | ISHARES RUSSELL 2000 ETF0 | $291,279 | +2.0% | 1,633 | -0.3% | 0.22% | -3.9% |
VNQ | Sell | VANGUARD REAL ESTATE ETF0 | $290,585 | -1.6% | 3,499 | -2.3% | 0.22% | -7.6% |
SPY | Buy | SPDR S&P 500 ETF TRUST0 | $289,238 | +18.8% | 707 | +11.0% | 0.22% | +11.2% |
COST | Buy | COSTCO WHSL CORP NEW COM0 | $269,623 | +9.4% | 543 | +0.6% | 0.20% | +3.0% |
DVY | Sell | ISHARES SELECT DIVIDEND ETF0 | $263,325 | -10.1% | 2,247 | -7.5% | 0.20% | -15.3% |
CMG | CHIPOTLE MEXICAN GRILL INC COM0 | $263,077 | +23.1% | 154 | 0.0% | 0.20% | +15.7% | |
VIGI | Buy | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF0 | $251,556 | +6.3% | 3,414 | +0.4% | 0.19% | 0.0% |
MMM | Buy | 3M CO COM0 | $237,592 | +17.5% | 2,260 | +34.0% | 0.18% | +10.5% |
JNJ | Buy | JOHNSON & JOHNSON COM0 | $227,971 | -11.1% | 1,471 | +1.3% | 0.17% | -16.5% |
STZ | Sell | CONSTELLATION BRANDS INC CL A0 | $226,662 | -19.7% | 1,003 | -17.7% | 0.17% | -24.7% |
BBY | Buy | BEST BUY INC COM0 | $226,218 | -1.5% | 2,890 | +1.0% | 0.17% | -7.1% |
GOOG | Buy | ALPHABET INC CAP STK CL C0 | $219,648 | +21.2% | 2,112 | +3.4% | 0.17% | +13.7% |
TDIV | Sell | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND0 | $214,880 | -2.0% | 3,973 | -13.4% | 0.16% | -8.0% |
DG | Sell | DOLLAR GEN CORP NEW COM0 | $213,088 | -30.2% | 1,012 | -18.4% | 0.16% | -34.3% |
JPM | Sell | JPMORGAN CHASE & CO COM0 | $208,333 | -29.0% | 1,599 | -27.0% | 0.16% | -33.5% |
MDY | Sell | SPDR S&P MIDCAP 400 ETF TRUST0 | $201,860 | +2.1% | 440 | -1.3% | 0.15% | -4.4% |
KO | Buy | COCA COLA CO COM0 | $200,619 | +23.1% | 3,234 | +26.3% | 0.15% | +15.3% |
TSLA | Sell | TESLA INC COM0 | $199,180 | +67.7% | 960 | -0.4% | 0.15% | +57.9% |
VZ | Buy | VERIZON COMMUNICATIONS INC COM0 | $195,574 | +36.7% | 5,029 | +38.5% | 0.15% | +28.7% |
TIP | Sell | ISHARES TIPS BOND ETF0 | $190,200 | -1.3% | 1,725 | -4.7% | 0.14% | -7.1% |
Buy | DIMENSIONAL US MARKETWIDE VALUE ETF0 | $186,815 | +0.5% | 5,580 | +0.5% | 0.14% | -5.4% | |
IYR | Sell | ISHARES U.S. REAL ESTATE ETF0 | $186,072 | -0.3% | 2,192 | -1.1% | 0.14% | -6.7% |
CAT | Buy | CATERPILLAR INC COM0 | $180,476 | +18.5% | 789 | +24.1% | 0.14% | +11.5% |
IJS | Buy | ISHARES S&P SMALL-CAP 600 VALUE ETF0 | $178,458 | +2.9% | 1,907 | +0.4% | 0.14% | -2.9% |
WM | Buy | WASTE MGMT INC DEL COM0 | $174,433 | +57.9% | 1,069 | +51.8% | 0.13% | +48.3% |
PG | Buy | PROCTER AND GAMBLE CO COM0 | $166,497 | +0.1% | 1,120 | +2.0% | 0.13% | -6.0% |
SO | Buy | SOUTHERN CO COM0 | $165,114 | +60.5% | 2,373 | +64.8% | 0.12% | +50.6% |
USB | New | US BANCORP DEL COM NEW0 | $165,902 | – | 4,602 | +100.0% | 0.12% | – |
F | Buy | FORD MTR CO DEL COM0 | $156,189 | +15.1% | 12,396 | +6.2% | 0.12% | +8.3% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS COM0 | $154,880 | -8.0% | 1,181 | -1.2% | 0.12% | -13.3% |
PEP | Buy | PEPSICO INC COM0 | $152,653 | +3.4% | 837 | +2.4% | 0.12% | -3.4% |
FIXD | Buy | FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF0 | $148,076 | +3.2% | 3,286 | +0.6% | 0.11% | -2.6% |
UPS | Buy | UNITED PARCEL SERVICE INC CL B0 | $144,205 | +58.9% | 743 | +42.3% | 0.11% | +49.3% |
LULU | Sell | LULULEMON ATHLETICA INC COM0 | $144,583 | -15.8% | 397 | -25.9% | 0.11% | -21.0% |
IDXX | Sell | IDEXX LABS INC COM0 | $142,523 | +22.2% | 285 | -0.3% | 0.11% | +14.9% |
ED | Buy | CONSOLIDATED EDISON INC COM0 | $143,715 | +53.4% | 1,502 | +52.8% | 0.11% | +44.0% |
VO | Buy | VANGUARD MID-CAP ETF0 | $136,053 | +3.9% | 645 | +0.3% | 0.10% | -1.9% |
T | Buy | AT&T INC COM0 | $131,778 | +5.4% | 6,846 | +0.8% | 0.10% | -1.0% |
VTI | Sell | VANGUARD TOTAL STOCK MARKET ETF0 | $129,788 | +1.1% | 636 | -5.2% | 0.10% | -4.9% |
BX | Buy | BLACKSTONE INC COM0 | $129,088 | +91.6% | 1,470 | +61.9% | 0.10% | +79.6% |
MA | Buy | MASTERCARD INCORPORATED CL A0 | $125,016 | +5.0% | 344 | +0.6% | 0.09% | -2.1% |
UNP | Buy | UNION PAC CORP COM0 | $123,361 | -2.2% | 613 | +0.7% | 0.09% | -7.9% |
LYB | Buy | LYONDELLBASELL INDUSTRIES N V SHS - A -0 | $117,242 | +98.8% | 1,249 | +75.9% | 0.09% | +89.4% |
LNT | Buy | ALLIANT ENERGY CORP COM0 | $116,098 | +98.0% | 2,174 | +104.7% | 0.09% | +87.2% |
ETN | Buy | EATON CORP PLC SHS0 | $115,582 | +66.8% | 675 | +52.7% | 0.09% | +55.4% |
PRU | Buy | PRUDENTIAL FINL INC COM0 | $115,472 | +16.6% | 1,396 | +40.2% | 0.09% | +8.8% |
RDIV | Buy | INVESCO S&P ULTRA DIVIDEND REVENUE ETF0 | $111,972 | -4.8% | 2,722 | +0.9% | 0.08% | -9.6% |
AZN | Buy | ASTRAZENECA PLC SPONSORED ADR0 | $109,419 | +3.8% | 1,576 | +1.4% | 0.08% | -2.4% |
VGT | Buy | VANGUARD INFORMATION TECHNOLOGY ETF0 | $106,588 | +20.9% | 277 | +0.4% | 0.08% | +12.7% |
CVX | Buy | CHEVRON CORP NEW COM0 | $104,923 | -7.8% | 643 | +1.4% | 0.08% | -13.2% |
LLY | Buy | LILLY ELI & CO COM0 | $104,779 | -5.2% | 305 | +1.0% | 0.08% | -11.2% |
IJR | Sell | ISHARES CORE S&P SMALL CAP ETF0 | $103,360 | -5.6% | 1,069 | -7.5% | 0.08% | -11.4% |
AFL | Buy | AFLAC INC COM0 | $103,217 | -9.8% | 1,600 | +0.6% | 0.08% | -15.2% |
WPC | Buy | WP CAREY INC COM0 | $101,117 | -0.7% | 1,306 | +0.2% | 0.08% | -7.3% |
PKG | Buy | PACKAGING CORP AMER COM0 | $100,055 | +149.1% | 721 | +129.6% | 0.08% | +137.5% |
VYM | Buy | VANGUARD HIGH DIVIDEND YIELD INDEX ETF0 | $99,838 | -2.1% | 946 | +0.4% | 0.08% | -8.5% |
VYMI | Sell | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF0 | $97,788 | -13.1% | 1,578 | -16.5% | 0.07% | -17.8% |
BND | Sell | VANGUARD TOTAL BOND MARKET ETF0 | $97,668 | +1.6% | 1,323 | -1.2% | 0.07% | -3.9% |
LHX | Sell | L3HARRIS TECHNOLOGIES INC COM0 | $92,250 | -40.9% | 470 | -37.3% | 0.07% | -44.0% |
IJK | Buy | ISHARES S&P MID-CAP 400 GROWTH ETF0 | $91,874 | +5.0% | 1,285 | +0.3% | 0.07% | -1.4% |
IDU | Buy | ISHARES U.S. UTILITIES ETF0 | $88,380 | -2.6% | 1,056 | +0.7% | 0.07% | -8.2% |
MS | Buy | MORGAN STANLEY COM NEW0 | $88,948 | +4.1% | 1,013 | +0.8% | 0.07% | -2.9% |
SHOP | Sell | SHOPIFY INC CL A0 | $87,011 | +35.9% | 1,815 | -1.6% | 0.07% | +29.4% |
DSI | Buy | ISHARES MSCI KLD 400 SOCIAL ETF0 | $87,203 | +9.0% | 1,118 | +0.4% | 0.07% | +3.1% |
GS | Sell | GOLDMAN SACHS GROUP INC COM0 | $87,302 | -9.1% | 267 | -4.6% | 0.07% | -14.3% |
MU | Buy | MICRON TECHNOLOGY INC COM0 | $85,037 | +21.0% | 1,409 | +0.2% | 0.06% | +14.3% |
IGSB | Buy | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF0 | $83,175 | +1.9% | 1,646 | +0.5% | 0.06% | -4.5% |
GD | Buy | GENERAL DYNAMICS CORP COM0 | $83,215 | -7.5% | 365 | +0.6% | 0.06% | -12.5% |
PNC | Buy | PNC FINL SVCS GROUP INC COM0 | $82,824 | -18.8% | 652 | +0.9% | 0.06% | -23.2% |
GBNY | GENERATIONS BANCORP NY INC COM0 | $82,243 | -5.6% | 8,063 | 0.0% | 0.06% | -11.4% | |
DIS | Sell | DISNEY WALT CO COM0 | $81,236 | -10.1% | 811 | -22.1% | 0.06% | -16.4% |
GLW | Buy | CORNING INC COM0 | $81,246 | +11.2% | 2,303 | +0.7% | 0.06% | +3.4% |
NYF | Buy | ISHARES NEW YORK MUNI BOND ETF0 | $79,088 | +43.2% | 1,478 | +40.2% | 0.06% | +36.4% |
BDX | Buy | BECTON DICKINSON & CO COM0 | $79,655 | -2.3% | 322 | +0.3% | 0.06% | -7.7% |
IYH | Sell | ISHARES U.S. HEALTHCARE ETF0 | $78,287 | -43.3% | 287 | -40.9% | 0.06% | -46.8% |
MUB | Sell | ISHARES NATIONAL MUNI BOND ETF0 | $78,342 | -14.3% | 727 | -16.1% | 0.06% | -19.2% |
MELI | Sell | MERCADOLIBRE INC COM0 | $75,129 | +53.1% | 57 | -1.7% | 0.06% | +46.2% |
CB | Buy | CHUBB LIMITED COM0 | $73,596 | -11.7% | 379 | +0.3% | 0.06% | -16.4% |
GM | Buy | GENERAL MTRS CO COM0 | $70,588 | +10.0% | 1,924 | +0.8% | 0.05% | +1.9% |
Sell | QUIDELORTHO CORP COM0 | $70,381 | -7.7% | 790 | -11.2% | 0.05% | -13.1% | |
ORCL | Buy | ORACLE CORP COM0 | $70,692 | +14.8% | 761 | +1.1% | 0.05% | +8.2% |
BMY | Sell | BRISTOL-MYERS SQUIBB CO COM0 | $70,054 | -4.6% | 1,011 | -1.0% | 0.05% | -10.2% |
GSG | ISHARES S&P GSCI COMMODITY INDEXED TRUST0 | $69,334 | -5.2% | 3,446 | 0.0% | 0.05% | -11.9% | |
IVW | Buy | ISHARES S&P 500 GROWTH ETF0 | $68,358 | +9.5% | 1,070 | +0.3% | 0.05% | +4.0% |
FREL | Buy | FIDELITY MSCI REAL ESTATE INDEX ETF0 | $68,976 | +1.8% | 2,769 | +1.4% | 0.05% | -3.7% |
PPG | Buy | PPG INDS INC COM0 | $67,416 | +6.7% | 505 | +0.6% | 0.05% | 0.0% |
APD | Buy | AIR PRODS & CHEMS INC COM0 | $68,017 | -6.3% | 237 | +0.9% | 0.05% | -12.1% |
TXN | Buy | TEXAS INSTRS INC COM0 | $66,330 | +15.0% | 357 | +2.3% | 0.05% | +8.7% |
IVE | Buy | ISHARES S&P 500 VALUE ETF0 | $66,152 | +5.1% | 436 | +0.5% | 0.05% | -2.0% |
TMO | Buy | THERMO FISHER SCIENTIFIC INC COM0 | $63,496 | +5.7% | 110 | +0.9% | 0.05% | 0.0% |
HON | Buy | HONEYWELL INTL INC COM0 | $63,951 | -8.7% | 335 | +2.4% | 0.05% | -14.3% |
SBUX | Buy | STARBUCKS CORP COM0 | $62,273 | +5.3% | 598 | +0.3% | 0.05% | -2.1% |
OGIG | Sell | ALPS O'SHARES GLOBAL INTERNET GIANTS ETF0 | $61,094 | +8.1% | 2,125 | -8.6% | 0.05% | +2.2% |
SUB | Sell | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF0 | $59,770 | -47.1% | 571 | -47.3% | 0.04% | -50.5% |
VCSH | Sell | VANGUARD SHORT-TERM CORPORATE BOND ETF0 | $58,679 | -57.2% | 770 | -57.8% | 0.04% | -60.0% |
DFS | Buy | DISCOVER FINL SVCS COM0 | $56,965 | +23.2% | 475 | +0.4% | 0.04% | +16.2% |
PFF | Buy | ISHARES PREFERRED & INCOME SECURITIES ETF0 | $55,571 | +3.4% | 1,780 | +1.1% | 0.04% | -2.3% |
EEMV | Sell | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF0 | $55,019 | -5.6% | 1,008 | -8.2% | 0.04% | -10.6% |
NKE | Buy | NIKE INC CL B0 | $55,600 | +6.5% | 453 | +1.6% | 0.04% | 0.0% |
EOG | Buy | EOG RES INC COM0 | $52,790 | -1.2% | 461 | +11.6% | 0.04% | -7.0% |
Buy | GENERAL ELECTRIC CO COM NEW0 | $53,517 | +16.1% | 560 | +1.8% | 0.04% | +8.1% | |
EEM | Sell | ISHARES MSCI EMERGING MARKETS ETF0 | $50,656 | -16.6% | 1,284 | -19.9% | 0.04% | -22.4% |
EMN | Sell | EASTMAN CHEM CO COM0 | $49,310 | -0.7% | 585 | -4.1% | 0.04% | -7.5% |
ESGU | Buy | ISHARES ESG AWARE MSCI USA ETF0 | $49,069 | +7.3% | 543 | +0.6% | 0.04% | 0.0% |
LAMR | Buy | LAMAR ADVERTISING CO NEW CL A0 | $49,017 | +7.2% | 491 | +1.4% | 0.04% | 0.0% |
SYY | Buy | SYSCO CORP COM0 | $47,287 | +2.5% | 612 | +1.3% | 0.04% | -2.7% |
KNSL | Sell | KINSALE CAP GROUP INC COM0 | $47,093 | +1.8% | 157 | -11.3% | 0.04% | -2.7% |
EFA | Buy | ISHARES MSCI EAFE ETF0 | $45,996 | +31.9% | 643 | +21.1% | 0.04% | +25.0% |
PINS | Buy | PINTEREST INC CL A0 | $46,141 | +14.3% | 1,692 | +1.8% | 0.04% | +9.4% |
CVS | Buy | CVS HEALTH CORP COM0 | $45,876 | -9.7% | 617 | +13.2% | 0.04% | -14.6% |
Buy | DIGITALBRIDGE GROUP INC CL A NEW0 | $45,015 | +9.7% | 3,754 | +0.1% | 0.03% | +3.0% | |
IJT | Buy | ISHARES S&P SMALL-CAP 600 GROWTH ETF0 | $45,593 | +2.0% | 415 | +0.2% | 0.03% | -5.6% |
DURA | New | VANECK DURABLE HIGH DIVIDEND ETF0 | $44,850 | – | 1,432 | +100.0% | 0.03% | – |
IAU | ISHARES GOLD TRUST0 | $45,292 | +8.0% | 1,212 | 0.0% | 0.03% | 0.0% | |
DOCU | DOCUSIGN INC COM0 | $44,774 | +5.2% | 768 | 0.0% | 0.03% | 0.0% | |
CRWD | Buy | CROWDSTRIKE HLDGS INC CL A0 | $44,747 | +84.8% | 326 | +41.7% | 0.03% | +78.9% |
TMDX | TRANSMEDICS GROUP INC COM0 | $43,848 | +22.7% | 579 | 0.0% | 0.03% | +13.8% | |
VEA | Sell | VANGUARD FTSE DEVELOPED MARKETS ETF0 | $42,365 | -44.8% | 938 | -48.7% | 0.03% | -48.4% |
SDY | Buy | SPDR S&P DIVIDEND ETF0 | $42,786 | -0.5% | 346 | +0.6% | 0.03% | -8.6% |
IYF | Buy | ISHARES U.S. FINANCIALS ETF0 | $42,092 | -5.3% | 592 | +0.5% | 0.03% | -11.1% |
WFC | Sell | WELLS FARGO CO NEW COM0 | $42,769 | -19.9% | 1,144 | -11.5% | 0.03% | -25.6% |
CRM | SALESFORCE INC COM0 | $40,955 | +50.7% | 205 | 0.0% | 0.03% | +40.9% | |
FSK | Buy | FS KKR CAP CORP COM0 | $39,148 | +9.7% | 2,116 | +3.7% | 0.03% | +3.4% |
BNDX | Sell | VANGUARD TOTAL INTERNATIONAL BOND ETF0 | $40,155 | +1.3% | 821 | -1.8% | 0.03% | -6.2% |
GLD | Buy | SPDR GOLD SHARES0 | $39,392 | +82.8% | 215 | +69.3% | 0.03% | +76.5% |
HAS | HASBRO INC COM0 | $39,739 | -12.0% | 740 | 0.0% | 0.03% | -16.7% | |
VCIT | Buy | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF0 | $40,038 | +4.1% | 499 | +0.6% | 0.03% | -3.2% |
ANET | Buy | ARISTA NETWORKS INC COM0 | $38,440 | +40.2% | 229 | +1.3% | 0.03% | +31.8% |
UI | UBIQUITI INC COM0 | $37,815 | -0.5% | 139 | 0.0% | 0.03% | -6.5% | |
DKS | Buy | DICKS SPORTING GOODS INC COM0 | $38,185 | +38.9% | 269 | +17.5% | 0.03% | +31.8% |
FE | Buy | FIRSTENERGY CORP COM0 | $38,635 | -3.6% | 964 | +0.9% | 0.03% | -9.4% |
VXUS | Buy | VANGUARD TOTAL INTERNATIONAL STOCK ETF0 | $37,487 | +7.0% | 679 | +0.1% | 0.03% | 0.0% |
GILD | Buy | GILEAD SCIENCES INC COM0 | $37,332 | -1.7% | 450 | +1.8% | 0.03% | -9.7% |
V | Buy | VISA INC COM CL A0 | $37,710 | +12.1% | 167 | +3.1% | 0.03% | +3.7% |
TTD | Sell | THE TRADE DESK INC COM CL A0 | $36,181 | +25.3% | 594 | -7.8% | 0.03% | +17.4% |
RTX | Sell | RAYTHEON TECHNOLOGIES CORP COM0 | $35,271 | -37.4% | 360 | -35.5% | 0.03% | -40.0% |
UNH | Buy | UNITEDHEALTH GROUP INC COM0 | $35,909 | -5.8% | 76 | +5.6% | 0.03% | -12.9% |
XAR | Buy | SPDR S&P AEROSPACE & DEFENSE ETF0 | $35,273 | +6.3% | 302 | +0.3% | 0.03% | 0.0% |
IWD | Buy | ISHARES RUSSELL 1000 VALUE ETF0 | $36,207 | +0.9% | 238 | +0.4% | 0.03% | -6.9% |
CMCSA | Buy | COMCAST CORP NEW CL A0 | $34,687 | +8.9% | 915 | +0.5% | 0.03% | 0.0% |
PCY | Buy | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF0 | $34,750 | +4.4% | 1,812 | +1.6% | 0.03% | -3.7% |
TNL | TRAVEL PLUS LEISURE CO COM0 | $34,173 | +7.7% | 872 | 0.0% | 0.03% | +4.0% | |
NI | Buy | NISOURCE INC COM0 | $34,300 | +2.9% | 1,227 | +1.0% | 0.03% | -3.7% |
NFLX | Sell | NETFLIX INC COM0 | $34,548 | +16.0% | 100 | -1.0% | 0.03% | +8.3% |
ISCV | Buy | ISHARES MORNINGSTAR SMALL CAP VALUE ETF0 | $32,805 | +0.8% | 629 | +0.6% | 0.02% | -3.8% |
WH | WYNDHAM HOTELS & RESORTS INC COM0 | $33,043 | -4.9% | 487 | 0.0% | 0.02% | -10.7% | |
QCOM | Buy | QUALCOMM INC COM0 | $33,693 | +16.8% | 264 | +0.8% | 0.02% | +8.7% |
RGEN | REPLIGEN CORP COM0 | $32,325 | -0.6% | 192 | 0.0% | 0.02% | -7.7% | |
AXON | AXON ENTERPRISE INC COM0 | $31,704 | +35.5% | 141 | 0.0% | 0.02% | +26.3% | |
DGRO | Buy | ISHARES CORE DIVIDEND GROWTH ETF0 | $31,959 | +0.6% | 639 | +0.6% | 0.02% | -7.7% |
IWR | Buy | ISHARES RUSSELL MIDCAP ETF0 | $31,916 | +4.1% | 456 | +0.2% | 0.02% | -4.0% |
KBE | Sell | SPDR S&P BANK ETF0 | $32,083 | -37.0% | 865 | -23.3% | 0.02% | -41.5% |
ABNB | Buy | AIRBNB INC COM CL A0 | $31,473 | +46.7% | 253 | +0.8% | 0.02% | +41.2% |
KMI | Sell | KINDER MORGAN INC DEL COM0 | $30,624 | -22.9% | 1,749 | -20.4% | 0.02% | -28.1% |
ASML | Sell | ASML HOLDING N V N Y REGISTRY SHS0 | $29,981 | +16.9% | 44 | -6.4% | 0.02% | +9.5% |
WBA | Buy | WALGREENS BOOTS ALLIANCE INC COM0 | $30,847 | -3.1% | 892 | +4.7% | 0.02% | -11.5% |
IYZ | Buy | ISHARES U.S. TELECOMMUNICATIONS ETF0 | $30,433 | +4.0% | 1,314 | +0.8% | 0.02% | -4.2% |
WCBR | WISDOMTREE CYBERSECURITY FUND0 | $29,467 | +20.9% | 1,601 | 0.0% | 0.02% | +10.0% | |
MOO | VANECK AGRIBUSINESS ETF0 | $29,752 | +1.2% | 343 | 0.0% | 0.02% | -8.3% | |
GLOBALFOUNDRIES INC ORDINARY SHARES0 | $29,377 | +33.9% | 407 | 0.0% | 0.02% | +22.2% | ||
ODFL | OLD DOMINION FREIGHT LINE INC COM0 | $28,561 | +20.3% | 84 | 0.0% | 0.02% | +15.8% | |
DDOG | Sell | DATADOG INC CL A COM0 | $28,919 | -4.5% | 398 | -3.4% | 0.02% | -8.3% |
ESGD | ISHARES ESG AWARE MSCI EAFE ETF0 | $29,553 | +9.3% | 411 | 0.0% | 0.02% | 0.0% | |
FB | Buy | META PLATFORMS INC CL A0 | $29,036 | +180.6% | 137 | +59.3% | 0.02% | +175.0% |
IHE | Buy | ISHARES U.S. PHARMACEUTICALS ETF0 | $29,580 | -5.5% | 169 | +0.6% | 0.02% | -12.0% |
AXP | Buy | AMERICAN EXPRESS CO COM0 | $27,729 | +18.3% | 168 | +5.7% | 0.02% | +10.5% |
CTRE | Sell | CARETRUST REIT INC COM0 | $28,151 | -15.6% | 1,438 | -19.8% | 0.02% | -22.2% |
Buy | PHILLIPS EDISON & CO INC COMMON STOCK0 | $28,263 | +3.3% | 866 | +0.8% | 0.02% | -4.5% | |
LMT | LOCKHEED MARTIN CORP COM0 | $26,408 | -2.6% | 56 | 0.0% | 0.02% | -9.1% | |
TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS0 | $26,464 | +25.4% | 284 | +0.4% | 0.02% | +17.6% |
IWP | Buy | ISHARES RUSSELL MID-CAP GROWTH ETF0 | $26,352 | +41.3% | 289 | +29.6% | 0.02% | +33.3% |
IXC | ISHARES GLOBAL ENERGY ETF0 | $26,514 | -3.2% | 702 | 0.0% | 0.02% | -9.1% | |
RWL | Buy | INVESCO S&P 500 REVENUE ETF0 | $26,615 | +3.4% | 350 | +0.6% | 0.02% | -4.8% |
ENB | Sell | ENBRIDGE INC COM0 | $24,957 | -25.1% | 654 | -23.2% | 0.02% | -29.6% |
IYG | Buy | ISHARES US FINANCIAL SERVICES ETF0 | $25,290 | -3.6% | 168 | +0.6% | 0.02% | -9.5% |
AY | Buy | ATLANTICA SUSTAINABLE INFR PLC SHS0 | $25,306 | +15.4% | 856 | +1.2% | 0.02% | +5.6% |
IGE | Buy | ISHARES NORTH AMERICAN NATURAL RESOURCES ETF0 | $24,539 | -2.9% | 626 | +0.6% | 0.02% | -5.0% |
ITW | Buy | ILLINOIS TOOL WKS INC COM0 | $25,696 | +11.1% | 106 | +1.0% | 0.02% | 0.0% |
BUD | Sell | ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR0 | $25,509 | +5.6% | 382 | -5.0% | 0.02% | 0.0% |
XLE | Buy | ENERGY SELECT SECTOR SPDR FUND0 | $24,180 | -5.0% | 292 | +0.3% | 0.02% | -10.0% |
BG | Buy | BUNGE LIMITED COM0 | $23,634 | +21.6% | 247 | +26.7% | 0.02% | +12.5% |
TROW | Buy | PRICE T ROWE GROUP INC COM0 | $24,058 | +4.7% | 213 | +0.9% | 0.02% | 0.0% |
HYG | Buy | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF0 | $23,600 | +3.7% | 312 | +1.0% | 0.02% | 0.0% |
APPN | Buy | APPIAN CORP CL A0 | $22,501 | +36.3% | 507 | +0.6% | 0.02% | +30.8% |
HQH | Buy | TEKLA HEALTHCARE INVS SH BEN INT0 | $22,225 | +0.5% | 1,259 | +2.4% | 0.02% | -5.6% |
PANW | Buy | PALO ALTO NETWORKS INC COM0 | $22,970 | +48.3% | 115 | +3.6% | 0.02% | +41.7% |
IXG | ISHARES GLOBAL FINANCIALS ETF0 | $23,151 | -1.8% | 335 | 0.0% | 0.02% | -10.5% | |
CBU | Buy | COMMUNITY BK SYS INC COM0 | $23,048 | -16.0% | 439 | +0.7% | 0.02% | -22.7% |
DXCM | DEXCOM INC COM0 | $22,307 | +2.6% | 192 | 0.0% | 0.02% | 0.0% | |
BA | BOEING CO COM0 | $22,305 | +11.5% | 105 | 0.0% | 0.02% | +6.2% | |
STIP | ISHARES 0-5 YEAR TIPS BOND ETF0 | $22,377 | +2.3% | 226 | 0.0% | 0.02% | -5.6% | |
EAGG | Buy | ISHARES ESG AWARE US AGGREGATE BOND ETF0 | $21,872 | +3.3% | 455 | +0.4% | 0.02% | 0.0% |
ADP | AUTOMATIC DATA PROCESSING INC COM0 | $23,069 | -7.2% | 104 | 0.0% | 0.02% | -15.0% | |
HYMB | Buy | SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF0 | $21,184 | +2.3% | 846 | +100.0% | 0.02% | -5.9% |
DNP | Buy | DNP SELECT INCOME FD INC COM0 | $21,147 | -0.3% | 1,919 | +1.8% | 0.02% | -5.9% |
SHY | Buy | ISHARES 1-3 YEAR TREASURY BOND ETF0 | $20,643 | +1.6% | 251 | +0.4% | 0.02% | 0.0% |
REGN | REGENERON PHARMACEUTICALS COM0 | $20,542 | +13.9% | 25 | 0.0% | 0.02% | +14.3% | |
DUK | Buy | DUKE ENERGY CORP NEW COM NEW0 | $21,372 | +61.9% | 222 | +73.4% | 0.02% | +45.5% |
JRS | NUVEEN REAL ESTATE INCOME FD COM0 | $20,748 | -1.2% | 2,777 | 0.0% | 0.02% | -5.9% | |
LQD | Buy | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF0 | $20,637 | +4.7% | 188 | +0.5% | 0.02% | 0.0% |
UDN | INVESCO DB US DOLLAR INDEX BEARISH FUND0 | $20,795 | +1.5% | 1,108 | 0.0% | 0.02% | 0.0% | |
Sell | WARNER BROS DISCOVERY INC COM SER A0 | $21,034 | +49.3% | 1,393 | -6.3% | 0.02% | +45.5% | |
LGIH | Sell | LGI HOMES INC COM0 | $20,525 | -17.6% | 180 | -33.1% | 0.02% | -25.0% |
IWS | Buy | ISHARES RUSSELL MID-CAP VALUE ETF0 | $19,916 | +1.3% | 188 | +0.5% | 0.02% | -6.2% |
AVGO | Buy | BROADCOM INC COM0 | $19,967 | +56.0% | 31 | +34.8% | 0.02% | +50.0% |
IDV | Buy | ISHARES INTERNATIONAL SELECT DIVIDEND ETF0 | $20,414 | +2.0% | 743 | +0.8% | 0.02% | -6.2% |
VBK | Buy | VANGUARD SMALL-CAP GROWTH ETF0 | $20,054 | +54.9% | 93 | +43.1% | 0.02% | +50.0% |
ADBE | ADOBE SYSTEMS INCORPORATED COM0 | $20,039 | +14.5% | 52 | 0.0% | 0.02% | +7.1% | |
QSR | Buy | RESTAURANT BRANDS INTL INC COM0 | $18,976 | +4.4% | 283 | +0.7% | 0.01% | -6.7% |
SEDG | SOLAREDGE TECHNOLOGIES INC COM0 | $18,845 | +7.3% | 62 | 0.0% | 0.01% | 0.0% | |
EWX | SPDR S&P EMERGING MARKETS SMALL CAP ETF0 | $18,410 | +3.5% | 363 | 0.0% | 0.01% | 0.0% | |
COP | Buy | CONOCOPHILLIPS COM0 | $18,541 | +75.5% | 187 | +107.8% | 0.01% | +75.0% |
NET | CLOUDFLARE INC CL A COM0 | $18,128 | +36.4% | 294 | 0.0% | 0.01% | +27.3% | |
UPRO | Buy | PROSHARES ULTRAPRO S&P5000 | $18,889 | +60.3% | 490 | +36.1% | 0.01% | +55.6% |
PAYC | PAYCOM SOFTWARE INC COM0 | $18,545 | -2.0% | 61 | 0.0% | 0.01% | -6.7% | |
AVB | Sell | AVALONBAY CMNTYS INC COM0 | $19,152 | -8.0% | 114 | -11.6% | 0.01% | -17.6% |
ZM | Sell | ZOOM VIDEO COMMUNICATIONS INC CL A0 | $18,165 | +4.8% | 246 | -3.9% | 0.01% | 0.0% |
New | LINDE PLC SHS0 | $18,045 | – | 51 | +100.0% | 0.01% | – | |
KTB | Buy | KONTOOR BRANDS INC COM0 | $18,291 | +22.1% | 378 | +1.1% | 0.01% | +16.7% |
ATVI | ACTIVISION BLIZZARD INC COM0 | $17,765 | +11.8% | 208 | 0.0% | 0.01% | 0.0% | |
FDX | FEDEX CORP COM0 | $17,347 | +32.2% | 76 | 0.0% | 0.01% | +18.2% | |
OSK | Buy | OSHKOSH CORP COM0 | $16,931 | -5.2% | 204 | +0.5% | 0.01% | -7.1% |
HDV | Buy | ISHARES CORE HIGH DIVIDEND ETF0 | $17,798 | -1.5% | 175 | +1.2% | 0.01% | -13.3% |
ISRG | INTUITIVE SURGICAL INC COM NEW0 | $17,116 | -3.7% | 67 | 0.0% | 0.01% | -7.1% | |
FPX | New | FIRST TRUST US EQUITY OPPORTUNITIES ETF0 | $16,754 | – | 199 | +100.0% | 0.01% | – |
PULS | New | PGIM ULTRA SHORT BOND ETF0 | $17,797 | – | 361 | +100.0% | 0.01% | – |
AFIN | Buy | THE NECESSITY RETAIL REIT INC COM CLASS A0 | $17,726 | +9.4% | 2,823 | +3.3% | 0.01% | 0.0% |
SRLN | New | SPDR BLACKSTONE SENIOR LOAN ETF0 | $16,916 | – | 408 | +100.0% | 0.01% | – |
FTNT | Buy | FORTINET INC COM0 | $17,213 | +40.8% | 259 | +3.6% | 0.01% | +30.0% |
CWH | Buy | CAMPING WORLD HLDGS INC CL A0 | $16,622 | -3.5% | 796 | +3.1% | 0.01% | -7.1% |
DEM | Buy | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND0 | $17,529 | +6.5% | 463 | +0.2% | 0.01% | 0.0% |
STAA | STAAR SURGICAL CO COM PAR $0.010 | $17,650 | +31.7% | 276 | 0.0% | 0.01% | +18.2% | |
DTE | Buy | DTE ENERGY CO COM0 | $15,392 | -6.1% | 141 | +1.4% | 0.01% | -7.7% |
CAG | Buy | CONAGRA BRANDS INC COM0 | $15,903 | -2.1% | 423 | +0.7% | 0.01% | -7.7% |
ASLE | AERSALE CORPORATION COM0 | $15,929 | +6.2% | 925 | 0.0% | 0.01% | 0.0% | |
IUSG | Sell | ISHARES CORE S&P U.S. GROWTH ETF0 | $15,362 | -53.4% | 173 | -57.2% | 0.01% | -53.8% |
BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS0 | $15,634 | +16.0% | 153 | 0.0% | 0.01% | +9.1% | |
UNM | Buy | UNUM GROUP COM0 | $16,225 | -2.8% | 410 | +0.7% | 0.01% | -7.7% |
ESGV | New | VANGUARD ESG U.S. STOCK ETF0 | $15,820 | – | 221 | +100.0% | 0.01% | – |
NEE | Buy | NEXTERA ENERGY INC COM0 | $15,770 | -2.4% | 205 | +6.2% | 0.01% | -7.7% |
GWX | SPDR S&P INTERNATIONAL SMALL CAP ETF0 | $15,686 | +5.3% | 506 | 0.0% | 0.01% | 0.0% | |
EL | LAUDER ESTEE COS INC CL A0 | $16,555 | -0.4% | 67 | 0.0% | 0.01% | -7.7% | |
INTC | Sell | INTEL CORP COM0 | $15,941 | -86.4% | 488 | -89.0% | 0.01% | -87.2% |
EFV | ISHARES MSCI EAFE VALUE ETF0 | $15,467 | +5.8% | 319 | 0.0% | 0.01% | 0.0% | |
MAXR | MAXAR TECHNOLOGIES INC COM0 | $15,332 | -1.3% | 300 | 0.0% | 0.01% | 0.0% | |
BLL | Buy | BALL CORP COM0 | $16,486 | +8.2% | 299 | +0.3% | 0.01% | 0.0% |
FAM | Buy | FIRST TR ABRDN GBL OPP INCM FD COM SHS0 | $14,344 | +2.1% | 2,395 | +2.3% | 0.01% | 0.0% |
MPLX | Buy | MPLX LP COM UNIT REP LTD0 | $14,727 | +7.3% | 427 | +2.2% | 0.01% | 0.0% |
SPG | Buy | SIMON PPTY GROUP INC NEW COM0 | $14,834 | -3.1% | 132 | +1.5% | 0.01% | -8.3% |
SUSC | Buy | ISHARES ESG AWARE USD CORPORATE BOND ETF0 | $14,286 | +3.8% | 621 | +0.6% | 0.01% | 0.0% |
ZS | ZSCALER INC COM0 | $14,604 | +4.4% | 125 | 0.0% | 0.01% | 0.0% | |
MNST | Buy | MONSTER BEVERAGE CORP NEW COM0 | $14,799 | +6.4% | 274 | +100.0% | 0.01% | 0.0% |
New | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK0 | $14,191 | – | 173 | +100.0% | 0.01% | – | |
KMB | Buy | KIMBERLY-CLARK CORP COM0 | $14,999 | -0.4% | 112 | +0.9% | 0.01% | -8.3% |
WIA | Buy | WESTERN ASST INFLTN LKD INM FD COM SH BEN INT0 | $15,040 | +3.4% | 1,739 | +2.9% | 0.01% | -8.3% |
IWO | ISHARES RUSSELL 2000 GROWTH ETF0 | $14,282 | +5.9% | 63 | 0.0% | 0.01% | 0.0% | |
IWF | New | ISHARES RUSSELL 1000 GROWTH ETF0 | $15,148 | – | 62 | +100.0% | 0.01% | – |
MET | Sell | METLIFE INC COM0 | $14,880 | -28.8% | 257 | -11.1% | 0.01% | -35.3% |
RDFN | REDFIN CORP COM0 | $14,451 | +113.7% | 1,595 | 0.0% | 0.01% | +120.0% | |
PWC | INVESCO DYNAMIC MARKET ETF0 | $14,025 | +6.4% | 127 | 0.0% | 0.01% | 0.0% | |
FTHY | Buy | FIRST TR HIGH YIELD OPPRT 2027 COM0 | $14,870 | +6.4% | 1,065 | +2.7% | 0.01% | 0.0% |
IXN | ISHARES GLOBAL TECH ETF0 | $13,119 | +21.3% | 241 | 0.0% | 0.01% | +11.1% | |
PDM | Buy | PIEDMONT OFFICE REALTY TR INC COM CL A0 | $13,024 | -16.3% | 1,784 | +5.1% | 0.01% | -23.1% |
HUN | Buy | HUNTSMAN CORP COM0 | $13,602 | +0.4% | 497 | +0.8% | 0.01% | -9.1% |
GRX | Buy | GABELLI HLTHCARE & WELLNESS TR SHS0 | $12,830 | -0.3% | 1,272 | +1.6% | 0.01% | 0.0% |
PTC | PTC INC COM0 | $13,849 | +6.8% | 108 | 0.0% | 0.01% | 0.0% | |
ORCC | Buy | OWL ROCK CAPITAL CORPORATION COM0 | $13,314 | +12.4% | 1,056 | +2.9% | 0.01% | 0.0% |
SPGI | S&P GLOBAL INC COM0 | $13,055 | +3.2% | 38 | 0.0% | 0.01% | 0.0% | |
THQ | Buy | TEKLA HEALTHCARE OPPORTUNITIES SHS0 | $13,581 | -3.6% | 724 | +1.8% | 0.01% | -9.1% |
TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM0 | $13,123 | +14.6% | 110 | 0.0% | 0.01% | +11.1% | |
OKTA | OKTA INC CL A0 | $13,281 | +26.2% | 154 | 0.0% | 0.01% | +25.0% | |
AMGN | Buy | AMGEN INC COM0 | $12,658 | +0.6% | 52 | +8.3% | 0.01% | 0.0% |
KXI | ISHARES GLOBAL CONSUMER STAPLES ETF0 | $12,699 | +3.9% | 205 | 0.0% | 0.01% | 0.0% | |
DAL | DELTA AIR LINES INC DEL COM NEW0 | $12,830 | +6.3% | 367 | 0.0% | 0.01% | 0.0% | |
JBT | Buy | JOHN BEAN TECHNOLOGIES CORP COM0 | $12,737 | +19.9% | 117 | +0.9% | 0.01% | +11.1% |
NGG | Sell | NATIONAL GRID PLC SPONSORED ADR NE0 | $13,476 | -8.5% | 198 | -18.9% | 0.01% | -16.7% |
TTC | Sell | TORO CO COM0 | $13,184 | -3.9% | 119 | -1.7% | 0.01% | -9.1% |
GIS | Buy | GENERAL MLS INC COM0 | $11,454 | +2.6% | 134 | +0.8% | 0.01% | 0.0% |
SPLK | Sell | SPLUNK INC COM0 | $11,410 | +11.4% | 119 | -33.5% | 0.01% | +12.5% |
DHR | Buy | DANAHER CORPORATION COM0 | $11,875 | +8.9% | 47 | +14.6% | 0.01% | 0.0% |
LGI | Buy | LAZARD GLOBAL TOTAL RETURN & I COM0 | $11,878 | +974.0% | 770 | +1.9% | 0.01% | +800.0% |
APTV | APTIV PLC SHS0 | $12,117 | +20.5% | 108 | 0.0% | 0.01% | +12.5% | |
BNDW | Buy | VANGUARD TOTAL WORLD BOND ETF0 | $11,706 | +3.2% | 170 | +0.6% | 0.01% | 0.0% |
FLGT | FULGENT GENETICS INC COM0 | $12,582 | +4.8% | 403 | 0.0% | 0.01% | -10.0% | |
Buy | BLACKROCK INCOME TR INC COM NEW0 | $12,345 | +4.2% | 981 | +2.2% | 0.01% | -10.0% | |
LYV | LIVE NATION ENTERTAINMENT INC COM0 | $12,320 | +0.4% | 176 | 0.0% | 0.01% | -10.0% | |
CSX | Buy | CSX CORP COM0 | $11,624 | -3.0% | 388 | +0.3% | 0.01% | -10.0% |
NRG | Buy | NRG ENERGY INC COM NEW0 | $11,697 | +8.5% | 341 | +0.6% | 0.01% | 0.0% |
UBER | Buy | UBER TECHNOLOGIES INC COM0 | $12,205 | +33.4% | 385 | +4.1% | 0.01% | +28.6% |
MPC | Buy | MARATHON PETE CORP COM0 | $11,455 | +16.5% | 85 | +1.2% | 0.01% | +12.5% |
LKQ | Buy | LKQ CORP COM0 | $11,406 | +6.8% | 201 | +0.5% | 0.01% | 0.0% |
MDB | Buy | MONGODB INC CL A0 | $12,355 | +23.1% | 53 | +3.9% | 0.01% | +12.5% |
GDX | VANECK GOLD MINERS ETF0 | $12,377 | +12.9% | 383 | 0.0% | 0.01% | 0.0% | |
GPN | GLOBAL PMTS INC COM0 | $11,262 | +6.2% | 107 | 0.0% | 0.01% | 0.0% | |
GGG | Buy | GRACO INC COM0 | $11,574 | +8.9% | 159 | +0.6% | 0.01% | 0.0% |
MDLZ | Buy | MONDELEZ INTL INC CL A0 | $12,470 | +5.1% | 179 | +0.6% | 0.01% | -10.0% |
CSGP | COSTAR GROUP INC COM0 | $12,255 | -10.9% | 178 | 0.0% | 0.01% | -18.2% | |
BOMN | BOSTON OMAHA CORP CL A COM STK0 | $10,391 | -10.7% | 439 | 0.0% | 0.01% | -11.1% | |
VIACA | PARAMOUNT GLOBAL CLASS A COM0 | $10,486 | +31.8% | 406 | 0.0% | 0.01% | +33.3% | |
TRV | TRAVELERS COMPANIES INC COM0 | $10,511 | -8.1% | 61 | 0.0% | 0.01% | -11.1% | |
NICE | Buy | NICE LTD SPONSORED ADR0 | $10,071 | +34.3% | 44 | +12.8% | 0.01% | +33.3% |
DRI | Buy | DARDEN RESTAURANTS INC COM0 | $10,082 | +13.1% | 65 | +1.6% | 0.01% | +14.3% |
BTI | Sell | BRITISH AMERN TOB PLC SPONSORED ADR0 | $11,148 | -42.3% | 317 | -34.4% | 0.01% | -50.0% |
ROKU | ROKU INC COM CL A0 | $11,058 | +61.7% | 168 | 0.0% | 0.01% | +60.0% | |
Z | ZILLOW GROUP INC CL C CAP STK0 | $10,450 | +38.1% | 235 | 0.0% | 0.01% | +33.3% | |
ALLY | Buy | ALLY FINL INC COM0 | $10,800 | +4.8% | 424 | +0.7% | 0.01% | 0.0% |
BSV | Sell | VANGUARD SHORT-TERM BOND ETF0 | $10,319 | -61.3% | 135 | -61.9% | 0.01% | -61.9% |
SMG | Buy | SCOTTS MIRACLE-GRO CO CL A0 | $10,718 | +44.6% | 154 | +0.7% | 0.01% | +33.3% |
INTU | Buy | INTUIT COM0 | $10,795 | +25.1% | 24 | +9.1% | 0.01% | +14.3% |
TECH | BIO-TECHNE CORP COM0 | $10,436 | -10.4% | 141 | 0.0% | 0.01% | -11.1% | |
CCI | Buy | CROWN CASTLE INC COM0 | $10,148 | +8.2% | 76 | +10.1% | 0.01% | 0.0% |
JPME | New | JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF0 | $10,842 | – | 126 | +100.0% | 0.01% | – |
TT | TRANE TECHNOLOGIES PLC SHS0 | $9,276 | +9.9% | 50 | 0.0% | 0.01% | 0.0% | |
Buy | RIVIAN AUTOMOTIVE INC COM CL A0 | $9,830 | -0.3% | 635 | +18.7% | 0.01% | -12.5% | |
FCNCA | FIRST CTZNS BANCSHARES INC N C CL A0 | $8,887 | +28.5% | 9 | 0.0% | 0.01% | +16.7% | |
ADSK | AUTODESK INC COM0 | $9,367 | +11.4% | 45 | 0.0% | 0.01% | 0.0% | |
CI | Buy | THE CIGNA GROUP COM0 | $9,869 | -22.5% | 39 | +2.6% | 0.01% | -30.0% |
ATLASSIAN CORPORATION CL A0 | $9,243 | +33.0% | 54 | 0.0% | 0.01% | +16.7% | ||
SONY | Sell | SONY GROUP CORPORATION SPONSORED ADR0 | $9,230 | +10.2% | 102 | -7.3% | 0.01% | 0.0% |
IJJ | ISHARES S&P MID-CAP 400 VALUE ETF0 | $8,669 | +2.3% | 84 | 0.0% | 0.01% | 0.0% | |
ETSY | ETSY INC COM0 | $9,908 | -7.1% | 89 | 0.0% | 0.01% | -22.2% | |
WST | WEST PHARMACEUTICAL SVSC INC COM0 | $9,047 | +47.3% | 26 | 0.0% | 0.01% | +40.0% | |
APH | AMPHENOL CORP NEW CL A0 | $8,654 | +7.6% | 106 | 0.0% | 0.01% | +16.7% | |
CPT | Buy | CAMDEN PPTY TR SH BEN INT0 | $9,226 | +87.4% | 88 | +100.0% | 0.01% | +75.0% |
TSCO | TRACTOR SUPPLY CO COM0 | $9,707 | +4.9% | 41 | 0.0% | 0.01% | 0.0% | |
ERF | ENERPLUS CORP COM0 | $9,237 | -18.4% | 641 | 0.0% | 0.01% | -22.2% | |
SQ | Sell | BLOCK INC CL A0 | $9,130 | -99.5% | 133 | -99.5% | 0.01% | -99.5% |
ZTS | ZOETIS INC CL A0 | $8,884 | +13.8% | 53 | 0.0% | 0.01% | +16.7% | |
C | Buy | CITIGROUP INC COM NEW0 | $9,416 | +4.7% | 201 | +1.0% | 0.01% | 0.0% |
EW | EDWARDS LIFESCIENCES CORP COM0 | $9,928 | +10.9% | 120 | 0.0% | 0.01% | 0.0% | |
CNYA | ISHARES MSCI CHINA A ETF0 | $8,861 | +4.7% | 271 | 0.0% | 0.01% | 0.0% | |
XLU | Buy | UTILITIES SELECT SECTOR SPDR FUND0 | $9,511 | -3.3% | 141 | +1.4% | 0.01% | -12.5% |
NOW | Buy | SERVICENOW INC COM0 | $9,294 | +59.6% | 20 | +33.3% | 0.01% | +40.0% |
LMND | LEMONADE INC COM0 | $9,027 | +4.2% | 633 | 0.0% | 0.01% | 0.0% | |
SCCO | Sell | SOUTHERN COPPER CORP COM0 | $9,836 | +18.7% | 129 | -5.8% | 0.01% | 0.0% |
DBO | INVESCO DB OIL FUND0 | $8,802 | -4.2% | 604 | 0.0% | 0.01% | 0.0% | |
NBIX | Buy | NEUROCRINE BIOSCIENCES INC COM0 | $7,693 | -13.0% | 76 | +2.7% | 0.01% | -14.3% |
RBLX | ROBLOX CORP CL A0 | $8,006 | +58.0% | 178 | 0.0% | 0.01% | +50.0% | |
VGSH | Buy | VANGUARD SHORT-TERM TREASURY ETF0 | $8,194 | +1.7% | 140 | +0.7% | 0.01% | 0.0% |
SITE | SITEONE LANDSCAPE SUPPLY INC COM0 | $8,075 | +16.7% | 59 | 0.0% | 0.01% | 0.0% | |
BTZ | Buy | BLACKROCK CR ALLOCATION INCOME COM0 | $7,997 | +4.3% | 777 | +2.4% | 0.01% | 0.0% |
HYUP | New | XTRACKERS HIGH BETA HIGH YIELD BOND ETF0 | $7,791 | – | 196 | +100.0% | 0.01% | – |
MTN | Sell | VAIL RESORTS INC COM0 | $7,872 | -31.6% | 34 | -29.2% | 0.01% | -33.3% |
RSP | INVESCO S&P 500 EQUAL WEIGHT ETF0 | $8,246 | +2.9% | 57 | 0.0% | 0.01% | 0.0% | |
SNOW | Buy | SNOWFLAKE INC CL A0 | $8,332 | +23.5% | 54 | +14.9% | 0.01% | +20.0% |
IGOV | Sell | ISHARES INTERNATIONAL TREASURY BOND ETF0 | $8,106 | -36.9% | 202 | -38.4% | 0.01% | -40.0% |
BC | Buy | BRUNSWICK CORP COM0 | $7,512 | +14.3% | 92 | +1.1% | 0.01% | +20.0% |
BL | BLACKLINE INC COM0 | $7,387 | -0.2% | 110 | 0.0% | 0.01% | 0.0% | |
IRM | Buy | IRON MTN INC DEL COM0 | $7,628 | +7.5% | 144 | +1.4% | 0.01% | 0.0% |
CWST | CASELLA WASTE SYS INC CL A0 | $8,266 | +4.2% | 100 | 0.0% | 0.01% | 0.0% | |
PGX | Buy | INVESCO PREFERRED ETF0 | $7,469 | +4.2% | 651 | +1.6% | 0.01% | 0.0% |
GRES | Buy | IQ GLOBAL RESOURCES ETF0 | $8,167 | +2.4% | 240 | +2.6% | 0.01% | 0.0% |
LUV | Buy | SOUTHWEST AIRLS CO COM0 | $7,448 | -2.3% | 229 | +1.3% | 0.01% | 0.0% |
DOW | Buy | DOW INC COM0 | $8,374 | +16.2% | 153 | +7.0% | 0.01% | 0.0% |
IHI | ISHARES U.S. MEDICAL DEVICES ETF0 | $8,202 | +2.7% | 152 | 0.0% | 0.01% | 0.0% | |
HNW | Buy | PIONEER DIVERSIFIED HIGH INC COM0 | $8,456 | +3.0% | 836 | +2.7% | 0.01% | -14.3% |
HPQ | Buy | HP INC COM0 | $8,524 | +10.3% | 290 | +0.7% | 0.01% | 0.0% |
SHV | ISHARES SHORT TREASURY BOND ETF0 | $6,422 | +1.1% | 58 | 0.0% | 0.01% | 0.0% | |
LRCX | LAM RESEARCH CORP COM0 | $6,501 | +26.7% | 12 | 0.0% | 0.01% | +25.0% | |
MO | Buy | ALTRIA GROUP INC COM0 | $6,071 | -0.4% | 136 | +2.3% | 0.01% | 0.0% |
IEI | ISHARES 3-7 YEAR TREASURY BOND ETF0 | $7,276 | +2.7% | 62 | 0.0% | 0.01% | -16.7% | |
TEVA | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS0 | $6,993 | -3.0% | 790 | 0.0% | 0.01% | -16.7% | |
CLVT | CLARIVATE PLC ORD SHS0 | $7,165 | +12.6% | 763 | 0.0% | 0.01% | 0.0% | |
ALGN | ALIGN TECHNOLOGY INC COM0 | $6,015 | +58.5% | 18 | 0.0% | 0.01% | +66.7% | |
ENTG | ENTEGRIS INC COM0 | $6,831 | +25.2% | 83 | 0.0% | 0.01% | +25.0% | |
PCH | Buy | POTLATCHDELTIC CORPORATION COM0 | $6,498 | +13.6% | 131 | +0.8% | 0.01% | 0.0% |
OGN | ORGANON & CO COMMON STOCK0 | $6,265 | -15.6% | 266 | 0.0% | 0.01% | -16.7% | |
NEM | Buy | NEWMONT CORP COM0 | $6,331 | +4.5% | 129 | +0.8% | 0.01% | 0.0% |
CTLT | CATALENT INC COM0 | $6,571 | +46.0% | 100 | 0.0% | 0.01% | +25.0% | |
SPOT | SPOTIFY TECHNOLOGY S A SHS0 | $6,414 | +69.2% | 48 | 0.0% | 0.01% | +66.7% | |
IYJ | ISHARES U.S. INDUSTRIALS ETF0 | $6,348 | +4.1% | 63 | 0.0% | 0.01% | 0.0% | |
GMED | GLOBUS MED INC CL A0 | $6,853 | -23.7% | 121 | 0.0% | 0.01% | -28.6% | |
PH | PARKER-HANNIFIN CORP COM0 | $6,974 | +15.9% | 21 | 0.0% | 0.01% | 0.0% | |
TDOC | TELADOC HEALTH INC COM0 | $7,200 | +9.5% | 278 | 0.0% | 0.01% | 0.0% | |
PRFZ | Buy | INVESCO FTSE RAFI US 1500 SMALL-MID ETF0 | $6,346 | +4.2% | 39 | +2.6% | 0.01% | 0.0% |
EMR | Sell | EMERSON ELEC CO COM0 | $6,450 | -72.5% | 74 | -69.7% | 0.01% | -73.7% |
UNG | UNITED STATES NATURAL GAS FUND LP0 | $7,065 | -50.8% | 1,018 | 0.0% | 0.01% | -58.3% | |
AEP | Buy | AMERICAN ELEC PWR CO INC COM0 | $7,096 | +617.5% | 78 | +680.0% | 0.01% | +400.0% |
HPE | Buy | HEWLETT PACKARD ENTERPRISE CO COM0 | $6,456 | +0.5% | 405 | +0.7% | 0.01% | 0.0% |
SNA | SNAP ON INC COM0 | $5,481 | +8.8% | 22 | 0.0% | 0.00% | 0.0% | |
AES | Buy | AES CORP COM0 | $5,234 | -15.7% | 217 | +0.5% | 0.00% | -20.0% |
A | Buy | AGILENT TECHNOLOGIES INC COM0 | $5,422 | +0.3% | 39 | +8.3% | 0.00% | 0.0% |
RA | Buy | BROOKFIELD REAL ASSETS INCOME SHS BEN INT0 | $5,026 | +4.3% | 306 | +2.7% | 0.00% | 0.0% |
CBOE | CBOE GLOBAL MKTS INC COM0 | $4,993 | +7.4% | 37 | 0.0% | 0.00% | 0.0% | |
CHWY | CHEWY INC CL A0 | $4,859 | +0.8% | 130 | 0.0% | 0.00% | 0.0% | |
CMI | CUMMINS INC COM0 | $5,022 | -0.8% | 21 | 0.0% | 0.00% | 0.0% | |
DE | Buy | DEERE & CO COM0 | $5,804 | +35.0% | 14 | +40.0% | 0.00% | +33.3% |
DELL | New | DELL TECHNOLOGIES INC CL C0 | $4,743 | – | 118 | +100.0% | 0.00% | – |
DVN | Buy | DEVON ENERGY CORP NEW COM0 | $4,673 | -16.2% | 92 | +1.1% | 0.00% | 0.0% |
FSLY | FASTLY INC CL A0 | $5,701 | +116.9% | 321 | 0.0% | 0.00% | +100.0% | |
FLCH | FRANKLIN FTSE CHINA ETF0 | $4,638 | +5.2% | 236 | 0.0% | 0.00% | 0.0% | |
IGF | ISHARES GLOBAL INFRASTRUCTURE ETF0 | $4,751 | +4.1% | 100 | 0.0% | 0.00% | 0.0% | |
IEO | ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF0 | $5,676 | -6.7% | 66 | 0.0% | 0.00% | -20.0% | |
MCHI | ISHARES MSCI CHINA ETF0 | $5,203 | +5.0% | 104 | 0.0% | 0.00% | 0.0% | |
JD | JD.COM INC SPON ADR CL A0 | $5,952 | -21.8% | 136 | 0.0% | 0.00% | -33.3% | |
KYNDRYL HLDGS INC COMMON STOCK0 | $5,328 | +32.7% | 361 | 0.0% | 0.00% | +33.3% | ||
NWL | Buy | NEWELL BRANDS INC COM0 | $5,774 | +24.2% | 464 | +30.7% | 0.00% | 0.0% |
TQQQ | Buy | PROSHARES ULTRAPRO QQQ0 | $5,685 | +64.3% | 201 | +0.5% | 0.00% | +33.3% |
DGX | QUEST DIAGNOSTICS INC COM0 | $5,849 | -9.1% | 41 | 0.0% | 0.00% | -20.0% | |
SPYG | SPDR PORTFOLIO S&P 500 GROWTH ETF0 | $5,941 | +9.6% | 107 | 0.0% | 0.00% | 0.0% | |
BIL | SPDR BLOOMBERG 1-3 MONTH T-BILL ETF0 | $5,713 | +1.0% | 62 | 0.0% | 0.00% | -20.0% | |
XLC | Buy | COMMUNICATION SERVICES SELECT SECTOR SPDR FUND0 | $5,945 | +21.1% | 103 | +1.0% | 0.00% | 0.0% |
SRE | SEMPRA COM0 | $5,730 | -1.5% | 38 | 0.0% | 0.00% | -20.0% | |
SYK | Sell | STRYKER CORPORATION COM0 | $4,949 | -67.0% | 17 | -72.1% | 0.00% | -66.7% |
TD | Sell | TORONTO DOMINION BK ONT COM NEW0 | $4,662 | -47.3% | 78 | -43.1% | 0.00% | -42.9% |
TREX | TREX CO INC COM0 | $4,867 | +15.0% | 100 | 0.0% | 0.00% | +33.3% | |
TWLO | TWILIO INC CL A0 | $4,797 | +36.1% | 72 | 0.0% | 0.00% | +33.3% | |
USO | UNITED STATES OIL FUND LP0 | $4,983 | -5.2% | 75 | 0.0% | 0.00% | 0.0% | |
VOE | New | VANGUARD MID-CAP VALUE ETF0 | $5,765 | – | 43 | +100.0% | 0.00% | – |
BGY | Buy | BLACKROCK ENHANCED INTL DIV TR COM BENE INTER0 | $3,446 | +9.6% | 638 | +1.9% | 0.00% | 0.0% |
BEN | FRANKLIN RESOURCES INC COM0 | $4,529 | +2.3% | 168 | 0.0% | 0.00% | -25.0% | |
UPST | Sell | UPSTART HLDGS INC COM0 | $3,337 | -8.9% | 210 | -24.2% | 0.00% | 0.0% |
IMCB | ISHARES MORNINGSTAR MID-CAP ETF0 | $3,956 | +3.8% | 65 | 0.0% | 0.00% | 0.0% | |
U | Sell | UNITY SOFTWARE INC COM0 | $4,217 | -7.8% | 130 | -18.8% | 0.00% | -25.0% |
ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF0 | $4,606 | +17.3% | 96 | 0.0% | 0.00% | 0.0% | |
EQH | EQUITABLE HLDGS INC COM0 | $4,164 | -11.5% | 164 | 0.0% | 0.00% | -25.0% | |
CHGG | CHEGG INC COM0 | $3,358 | -35.5% | 206 | 0.0% | 0.00% | -25.0% | |
SAFT | Buy | SAFETY INS GROUP INC COM0 | $4,154 | -10.5% | 56 | +1.8% | 0.00% | -25.0% |
SDGR | SCHRODINGER INC COM0 | $3,818 | +40.9% | 145 | 0.0% | 0.00% | +50.0% | |
LEN | Buy | LENNAR CORP CL A0 | $4,146 | +220.4% | 39 | +178.6% | 0.00% | +200.0% |
AB | Buy | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN0 | $4,380 | +8.4% | 120 | +1.7% | 0.00% | 0.0% |
TAP | MOLSON COORS BEVERAGE CO CL B0 | $4,199 | +1.1% | 81 | 0.0% | 0.00% | 0.0% | |
EMF | TEMPLETON EMERGING MKTS FD COM0 | $4,437 | +2.4% | 379 | 0.0% | 0.00% | 0.0% | |
CLM | Buy | CORNERSTONE STRATEGIC VALUE FD COM0 | $4,269 | +12.7% | 548 | +6.6% | 0.00% | 0.0% |
SHW | SHERWIN WILLIAMS CO COM0 | $4,368 | -5.0% | 19 | 0.0% | 0.00% | -25.0% | |
STRYVE FOODS INC CLASS A COM0 | $4,409 | -33.4% | 9,090 | 0.0% | 0.00% | -40.0% | ||
MJ | Buy | ETFMG ALTERNATIVE HARVEST ETFMG ALTERNATIVE HARVEST0 | $4,052 | -16.1% | 1,151 | +1.5% | 0.00% | -25.0% |
JETS | U.S. GLOBAL JETS ETF0 | $3,754 | +9.1% | 201 | 0.0% | 0.00% | 0.0% | |
DTM | Buy | DT MIDSTREAM INC COMMON STOCK0 | $3,501 | -9.6% | 71 | +1.4% | 0.00% | 0.0% |
SWBI | Buy | SMITH & WESSON BRANDS INC COM0 | $4,037 | +44.7% | 328 | +2.2% | 0.00% | +50.0% |
SJM | SMUCKER J M CO COM NEW0 | $4,202 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
AAON | AAON INC COM PAR $0.0040 | $3,429 | +28.5% | 35 | 0.0% | 0.00% | +50.0% | |
EWC | ISHARES MSCI CANADA ETF0 | $4,616 | +4.4% | 135 | 0.0% | 0.00% | -25.0% | |
ACN | Buy | ACCENTURE PLC IRELAND SHS CLASS A0 | $4,040 | +66.4% | 14 | +55.6% | 0.00% | +50.0% |
DOCN | DIGITALOCEAN HLDGS INC COM0 | $4,583 | +53.8% | 117 | 0.0% | 0.00% | +50.0% | |
GOOGL | Buy | ALPHABET INC CAP STK CL A0 | $4,460 | +152.7% | 43 | +115.0% | 0.00% | +200.0% |
ZBRA | ZEBRA TECHNOLOGIES CORPORATION CL A0 | $4,452 | +24.0% | 14 | 0.0% | 0.00% | 0.0% | |
IP | Buy | INTERNATIONAL PAPER CO COM0 | $4,082 | +5.5% | 113 | +0.9% | 0.00% | 0.0% |
ABC | AMERISOURCEBERGEN CORP COM0 | $3,554 | -3.1% | 22 | 0.0% | 0.00% | 0.0% | |
MACK | MERRIMACK PHARMACEUTICALS INC COM NEW0 | $3,337 | +7.2% | 272 | 0.0% | 0.00% | 0.0% | |
PEGA | PEGASYSTEMS INC COM0 | $3,652 | +41.7% | 75 | 0.0% | 0.00% | +50.0% | |
KMF | Buy | KAYNE ANDERSON NEXTGEN ENRGY COM0 | $4,025 | +4.3% | 524 | +1.9% | 0.00% | 0.0% |
PAG | PENSKE AUTOMOTIVE GRP INC COM0 | $3,641 | +23.9% | 26 | 0.0% | 0.00% | +50.0% | |
FVRR | FIVERR INTL LTD ORD SHS0 | $4,470 | +19.8% | 128 | 0.0% | 0.00% | 0.0% | |
HBI | HANESBRANDS INC COM0 | $3,709 | -17.3% | 705 | 0.0% | 0.00% | -25.0% | |
WD | Sell | WALKER & DUNLOP INC COM0 | $3,781 | -39.2% | 50 | -36.7% | 0.00% | -40.0% |
VICI | Buy | VICI PPTYS INC COM0 | $3,588 | +1.9% | 110 | +0.9% | 0.00% | 0.0% |
APAM | Sell | ARTISAN PARTNERS ASSET MGMT IN CL A0 | $3,529 | +10.6% | 110 | -89.7% | 0.00% | 0.0% |
MASI | MASIMO CORP COM0 | $3,691 | +24.7% | 20 | 0.0% | 0.00% | +50.0% | |
PUBM | PUBMATIC INC COM CL A0 | $4,561 | +7.9% | 330 | 0.0% | 0.00% | 0.0% | |
BKR | Buy | BAKER HUGHES COMPANY CL A0 | $3,541 | -1.7% | 123 | +0.8% | 0.00% | 0.0% |
BCH | BANCO DE CHILE SPONSORED ADS0 | $4,159 | -6.2% | 213 | 0.0% | 0.00% | -25.0% | |
MRNA | MODERNA INC COM0 | $4,147 | -14.5% | 27 | 0.0% | 0.00% | -25.0% | |
VEEV | VEEVA SYS INC CL A COM0 | $4,595 | +13.9% | 25 | 0.0% | 0.00% | 0.0% | |
ESGE | ISHARES ESG AWARE MSCI EM ETF0 | $3,327 | +4.7% | 106 | 0.0% | 0.00% | 0.0% | |
AMD | Buy | ADVANCED MICRO DEVICES INC COM0 | $4,312 | +84.9% | 44 | +22.2% | 0.00% | +50.0% |
RSG | Buy | REPUBLIC SVCS INC COM0 | $3,403 | +54.3% | 25 | +47.1% | 0.00% | +50.0% |
RMD | RESMED INC COM0 | $3,333 | +5.4% | 15 | 0.0% | 0.00% | 0.0% | |
GDV | New | GABELLI DIVID & INCOME TR COM0 | $3,470 | – | 167 | +100.0% | 0.00% | – |
SH | Buy | PROSHARES SHORT S&P5000 | $2,965 | -5.7% | 198 | +1.0% | 0.00% | -33.3% |
MC | MOELIS & CO CL A0 | $2,171 | +1.8% | 56 | 0.0% | 0.00% | 0.0% | |
SDG | ISHARES MSCI GLOBAL SUSTAINABLE DEVELOPMENT GOALS ETF0 | $2,405 | +0.4% | 30 | 0.0% | 0.00% | 0.0% | |
PSEC | Buy | PROSPECT CAP CORP COM0 | $2,352 | +2.1% | 338 | +2.7% | 0.00% | 0.0% |
DOCS | DOXIMITY INC CL A0 | $3,238 | -3.5% | 100 | 0.0% | 0.00% | -33.3% | |
DBX | DROPBOX INC CL A0 | $2,594 | -3.4% | 120 | 0.0% | 0.00% | 0.0% | |
BK | New | BANK NEW YORK MELLON CORP COM0 | $2,746 | – | 60 | +100.0% | 0.00% | – |
IRBT | IROBOT CORP COM0 | $2,531 | -9.3% | 58 | 0.0% | 0.00% | 0.0% | |
RWT | REDWOOD TRUST INC COM0 | $2,396 | -0.3% | 355 | 0.0% | 0.00% | 0.0% | |
RWK | INVESCO S&P MIDCAP 400 REVENUE ETF0 | $2,116 | +5.9% | 23 | 0.0% | 0.00% | 0.0% | |
BKLN | Buy | INVESCO SENIOR LOAN ETF0 | $2,471 | +3.2% | 119 | +1.7% | 0.00% | 0.0% |
YUM | YUM BRANDS INC COM0 | $2,705 | +3.6% | 20 | 0.0% | 0.00% | 0.0% | |
XRX | Buy | XEROX HOLDINGS CORP COM NEW0 | $2,002 | +7.1% | 130 | +1.6% | 0.00% | 0.0% |
PSP | INVESCO GLOBAL LISTED PRIVATE EQUITY ETF0 | $2,637 | +7.1% | 261 | 0.0% | 0.00% | 0.0% | |
KARS | Buy | KRANESHARES ELECTRIC VEHICLES & FUTURE MOBILITY INDEX ETF0 | $2,152 | +10.2% | 70 | +1.4% | 0.00% | 0.0% |
VIOV | Buy | VANGUARD S&P SMALL-CAP 600 VALUE ETF0 | $2,100 | +2.8% | 26 | +100.0% | 0.00% | 0.0% |
KHC | Buy | KRAFT HEINZ CO COM0 | $2,530 | +13.2% | 65 | +18.2% | 0.00% | 0.0% |
LOB | Buy | LIVE OAK BANCSHARES INC COM0 | $2,988 | -19.2% | 123 | +0.8% | 0.00% | -33.3% |
CACI | Buy | CACI INTL INC CL A0 | $2,370 | +57.7% | 8 | +60.0% | 0.00% | +100.0% |
BMTX | BM TECHNOLOGIES INC CL A COM0 | $3,080 | -32.4% | 875 | 0.0% | 0.00% | -50.0% | |
ITT | ITT INC COM0 | $2,200 | +6.4% | 25 | 0.0% | 0.00% | 0.0% | |
NUMG | NUVEEN ESG MID-CAP GROWTH ETF0 | $2,081 | +8.6% | 54 | 0.0% | 0.00% | 0.0% | |
WIX | WIX COM LTD SHS0 | $2,994 | +29.9% | 30 | 0.0% | 0.00% | 0.0% | |
ABB | ABB LTD SPONSORED ADR0 | $2,307 | +12.6% | 67 | 0.0% | 0.00% | 0.0% | |
FXH | FIRST TRUST HEALTH CARE ALPHADEX FUND0 | $3,234 | -1.1% | 30 | 0.0% | 0.00% | -33.3% | |
FAF | FIRST AMERN FINL CORP COM0 | $3,027 | +7.4% | 54 | 0.0% | 0.00% | 0.0% | |
EWJ | ISHARES MSCI JAPAN ETF0 | $2,173 | +7.8% | 37 | 0.0% | 0.00% | 0.0% | |
CLDX | CELLDEX THERAPEUTICS INC NEW COM NEW0 | $2,986 | -19.3% | 83 | 0.0% | 0.00% | -33.3% | |
FFIV | F5 INC COM0 | $2,185 | +1.5% | 15 | 0.0% | 0.00% | 0.0% | |
FICO | FAIR ISAAC CORP COM0 | $2,108 | +17.4% | 3 | 0.0% | 0.00% | +100.0% | |
GTLS | CHART INDS INC COM0 | $2,508 | +8.8% | 20 | 0.0% | 0.00% | 0.0% | |
SLV | New | ISHARES SILVER TRUST0 | $2,212 | – | 100 | +100.0% | 0.00% | – |
MDT | Sell | MEDTRONIC PLC SHS0 | $2,595 | -69.8% | 32 | -70.9% | 0.00% | -71.4% |
WDAY | WORKDAY INC CL A0 | $2,065 | +23.4% | 10 | 0.0% | 0.00% | +100.0% | |
ME | 23ANDME HOLDING CO CLASS A COM0 | $3,071 | +5.5% | 1,347 | 0.0% | 0.00% | 0.0% | |
CINR | Buy | SISECAM RESOURCES LP COM UNIT LTD0 | $2,892 | +22.0% | 115 | +1.8% | 0.00% | 0.0% |
LAZ | Buy | LAZARD LTD SHS A0 | $2,271 | -3.2% | 69 | +1.5% | 0.00% | 0.0% |
CGNX | COGNEX CORP COM0 | $2,883 | +5.3% | 58 | 0.0% | 0.00% | 0.0% | |
PKI | PERKINELMER INC COM0 | $2,561 | -4.9% | 19 | 0.0% | 0.00% | 0.0% | |
IUSV | Sell | ISHARES CORE S&P US VALUE ETF0 | $2,835 | -89.4% | 38 | -89.9% | 0.00% | -90.5% |
THC | TENET HEALTHCARE CORP COM NEW0 | $2,971 | +21.8% | 50 | 0.0% | 0.00% | 0.0% | |
HUBS | HUBSPOT INC COM0 | $2,144 | +48.3% | 5 | 0.0% | 0.00% | +100.0% | |
HRL | HORMEL FOODS CORP COM0 | $2,122 | -11.9% | 53 | 0.0% | 0.00% | 0.0% | |
HNST | Sell | HONEST CO INC COM0 | $2,700 | -48.7% | 1,500 | -14.2% | 0.00% | -50.0% |
SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF0 | $2,678 | +2.9% | 53 | 0.0% | 0.00% | 0.0% | |
RODM | HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF0 | $2,382 | +6.2% | 90 | 0.0% | 0.00% | 0.0% | |
WHR | WHIRLPOOL CORP COM0 | $2,405 | -5.4% | 18 | 0.0% | 0.00% | 0.0% | |
OMF | Buy | ONEMAIN HLDGS INC COM0 | $2,460 | +13.9% | 66 | +1.5% | 0.00% | 0.0% |
SGEN | SEAGEN INC COM0 | $3,037 | +57.5% | 15 | 0.0% | 0.00% | 0.0% | |
Buy | CONFORMIS INC COM NEW0 | $2,415 | +81.9% | 1,500 | +275.0% | 0.00% | +100.0% | |
EA | ELECTRONIC ARTS INC COM0 | $2,440 | -1.3% | 20 | 0.0% | 0.00% | 0.0% | |
New | STRIVE U.S. ENERGY ETF0 | $2,780 | – | 100 | +100.0% | 0.00% | – | |
CRSP | CRISPR THERAPEUTICS AG NAMEN AKT0 | $2,714 | +11.7% | 60 | 0.0% | 0.00% | 0.0% | |
KR | KROGER CO COM0 | $2,035 | +11.4% | 41 | 0.0% | 0.00% | +100.0% | |
CPNG | COUPANG INC CL A0 | $2,272 | +8.8% | 142 | 0.0% | 0.00% | 0.0% | |
CYBR | CYBERARK SOFTWARE LTD SHS0 | $2,960 | +14.2% | 20 | 0.0% | 0.00% | 0.0% | |
WAT | WATERS CORP COM0 | $3,096 | -9.6% | 10 | 0.0% | 0.00% | -33.3% | |
KODK | EASTMAN KODAK CO COM NEW0 | $2,772 | +34.4% | 676 | 0.0% | 0.00% | 0.0% | |
NCLH | NORWEGIAN CRUISE LINE HLDG LTD SHS0 | $2,018 | +9.9% | 150 | 0.0% | 0.00% | +100.0% | |
WCN | WASTE CONNECTIONS INC COM0 | $2,858 | +5.1% | 21 | 0.0% | 0.00% | 0.0% | |
SBGI | Buy | SINCLAIR BROADCAST GROUP INC CL A0 | $2,599 | +12.7% | 151 | +1.3% | 0.00% | 0.0% |
AMN | AMN HEALTHCARE SVCS INC COM0 | $2,489 | -19.3% | 30 | 0.0% | 0.00% | 0.0% | |
NVCR | NOVOCURE LTD ORD SHS0 | $3,308 | -18.0% | 55 | 0.0% | 0.00% | -33.3% | |
BKF | ISHARES MSCI BIC ETF0 | $3,113 | +1.1% | 90 | 0.0% | 0.00% | 0.0% | |
FUBO | FUBOTV INC COM0 | $2,139 | -30.5% | 1,768 | 0.0% | 0.00% | 0.0% | |
CEF | SPROTT PHYSICAL GOLD & SILVER TR UNIT0 | $3,309 | +5.4% | 175 | 0.0% | 0.00% | -33.3% | |
ANTM | ELEVANCE HEALTH INC COM0 | $3,038 | -10.1% | 7 | 0.0% | 0.00% | -33.3% | |
PSA | PUBLIC STORAGE COM0 | $1,611 | +9.0% | 5 | 0.0% | 0.00% | 0.0% | |
MTCH | MATCH GROUP INC NEW COM0 | $960 | -7.4% | 25 | 0.0% | 0.00% | 0.0% | |
MAT | Sell | MATTEL INC COM0 | $782 | -40.4% | 43 | -41.9% | 0.00% | 0.0% |
MMS | MAXIMUS INC COM0 | $1,579 | +7.6% | 20 | 0.0% | 0.00% | 0.0% | |
LSI | New | LIFE STORAGE INC COM0 | $787 | – | 6 | +100.0% | 0.00% | – |
LEG | Buy | LEGGETT & PLATT INC COM0 | $753 | +0.3% | 24 | +4.3% | 0.00% | 0.0% |
LH | New | LABORATORY CORP AMER HLDGS COM NEW0 | $918 | – | 4 | +100.0% | 0.00% | – |
MAA | New | MID-AMER APT CMNTYS INC COM0 | $755 | – | 5 | +100.0% | 0.00% | – |
MOH | New | MOLINA HEALTHCARE INC COM0 | $802 | – | 3 | +100.0% | 0.00% | – |
MCO | New | MOODYS CORP COM0 | $918 | – | 3 | +100.0% | 0.00% | – |
KEYS | KEYSIGHT TECHNOLOGIES INC COM0 | $1,453 | -5.6% | 9 | 0.0% | 0.00% | 0.0% | |
KKR | KKR & CO INC COM0 | $1,328 | +13.4% | 25 | 0.0% | 0.00% | 0.0% | |
JKS | JINKOSOLAR HLDG CO LTD SPONSORED ADR0 | $1,531 | +24.9% | 30 | 0.0% | 0.00% | 0.0% | |
BBMC | JPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETF0 | $921 | +4.2% | 12 | 0.0% | 0.00% | 0.0% | |
NEX | NEXTIER OILFIELD SOLUTIONS COM0 | $1,426 | -14.0% | 179 | 0.0% | 0.00% | 0.0% | |
NEXTDOOR HOLDINGS INC COM CL A0 | $1,290 | +4.4% | 600 | 0.0% | 0.00% | 0.0% | ||
SCZ | ISHARES MSCI EAFE SMALL-CAP ETF0 | $1,904 | +5.4% | 32 | 0.0% | 0.00% | 0.0% | |
IEF | ISHARES 7-10 YEAR TREASURY BOND ETF0 | $1,414 | +4.0% | 14 | 0.0% | 0.00% | 0.0% | |
OLN | Sell | OLIN CORP COM PAR $10 | $1,093 | -47.8% | 20 | -50.0% | 0.00% | -50.0% |
TLT | New | ISHARES 20 YEAR TREASURY BOND ETF0 | $1,175 | – | 11 | +100.0% | 0.00% | – |
ORGANIGRAM HLDGS INC COM0 | $710 | -20.0% | 1,110 | 0.0% | 0.00% | 0.0% | ||
PLTR | PALANTIR TECHNOLOGIES INC CL A0 | $1,352 | +31.6% | 160 | 0.0% | 0.00% | 0.0% | |
IFF | INTERNATIONAL FLAVORS&FRAGRANC COM0 | $1,160 | -11.7% | 13 | 0.0% | 0.00% | 0.0% | |
IIPR | Buy | INNOVATIVE INDL PPTYS INC COM0 | $1,947 | -23.7% | 26 | +4.0% | 0.00% | -50.0% |
PTON | PELOTON INTERACTIVE INC CL A COM0 | $1,837 | +42.8% | 162 | 0.0% | 0.00% | 0.0% | |
PENN | Sell | PENN ENTERTAINMENT INC COM0 | $742 | -50.0% | 25 | -50.0% | 0.00% | 0.0% |
MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE ETF0 | $1,828 | +1.6% | 18 | 0.0% | 0.00% | 0.0% | |
HSY | New | HERSHEY CO COM0 | $1,781 | – | 7 | +100.0% | 0.00% | – |
PLNT | PLANET FITNESS INC CL A0 | $1,942 | -1.4% | 25 | 0.0% | 0.00% | -50.0% | |
HIG | New | HARTFORD FINL SVCS GROUP INC COM0 | $976 | – | 14 | +100.0% | 0.00% | – |
HSC | HARSCO CORP COM0 | $820 | +8.6% | 120 | 0.0% | 0.00% | 0.0% | |
PHM | New | PULTE GROUP INC COM0 | $816 | – | 14 | +100.0% | 0.00% | – |
QRVO | QORVO INC COM0 | $1,016 | +12.1% | 10 | 0.0% | 0.00% | 0.0% | |
RH | RH COM0 | $731 | -8.9% | 3 | 0.0% | 0.00% | 0.0% | |
METC | Sell | RAMACO RES INC COM0 | $679 | -50.5% | 77 | -50.6% | 0.00% | 0.0% |
O | Buy | REALTY INCOME CORP COM0 | $1,240 | +1.0% | 20 | +5.3% | 0.00% | 0.0% |
COPX | Buy | GLOBAL X COPPER MINERS ETF0 | $1,923 | +10.5% | 50 | +2.0% | 0.00% | 0.0% |
RELX | RELX PLC SPONSORED ADR0 | $1,783 | +17.0% | 55 | 0.0% | 0.00% | 0.0% | |
Buy | GSK PLC SPONSORED ADR0 | $1,454 | +2.3% | 41 | +2.5% | 0.00% | 0.0% | |
RIO | RIO TINTO PLC SPONSORED ADR0 | $1,536 | -3.6% | 22 | 0.0% | 0.00% | 0.0% | |
FCX | Buy | FREEPORT-MCMORAN INC CL B0 | $758 | +8.0% | 19 | +5.6% | 0.00% | 0.0% |
FCPT | Buy | FOUR CORNERS PPTY TR INC COM0 | $1,875 | +4.9% | 70 | +1.4% | 0.00% | 0.0% |
FSR | FISKER INC CL A COM STK0 | $1,130 | -15.5% | 184 | 0.0% | 0.00% | 0.0% | |
ET | Buy | ENERGY TRANSFER L P COM UT LTD PTN0 | $1,400 | +7.5% | 112 | +1.8% | 0.00% | 0.0% |
SABR | SABRE CORP COM0 | $674 | -30.5% | 157 | 0.0% | 0.00% | 0.0% | |
DAVA | ENDAVA PLC ADS0 | $672 | -12.2% | 10 | 0.0% | 0.00% | 0.0% | |
SCHW | New | SCHWAB CHARLES CORP COM0 | $1,048 | – | 20 | +100.0% | 0.00% | – |
SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF0 | $1,960 | -0.1% | 30 | 0.0% | 0.00% | -50.0% | |
SWM | Buy | MATIV HOLDINGS INC COM0 | $860 | +4.6% | 40 | +2.6% | 0.00% | 0.0% |
SE | SEA LTD SPONSORD ADS0 | $1,039 | +66.5% | 12 | 0.0% | 0.00% | 0.0% | |
EIX | EDISON INTL COM0 | $1,444 | +12.1% | 20 | 0.0% | 0.00% | 0.0% | |
ECL | ECOLAB INC COM0 | $1,178 | +13.7% | 7 | 0.0% | 0.00% | 0.0% | |
EBAY | EBAY INC. COM0 | $1,829 | +7.6% | 41 | 0.0% | 0.00% | 0.0% | |
SWKS | SKYWORKS SOLUTIONS INC COM0 | $705 | +30.1% | 6 | 0.0% | 0.00% | – | |
SNAP ONE HOLDINGS CORP COM0 | $1,870 | +26.2% | 200 | 0.0% | 0.00% | 0.0% | ||
SNAP | Buy | SNAP INC CL A0 | $841 | +275.4% | 75 | +200.0% | 0.00% | – |
SONO | SONOS INC COM0 | $981 | +16.1% | 50 | 0.0% | 0.00% | 0.0% | |
DOCEBO INC COM0 | $1,222 | +22.9% | 30 | 0.0% | 0.00% | 0.0% | ||
DLR | DIGITAL RLTY TR INC COM0 | $1,512 | +0.5% | 15 | 0.0% | 0.00% | 0.0% | |
STWD | Buy | STARWOOD PPTY TR INC COM0 | $760 | -1.2% | 43 | +2.4% | 0.00% | 0.0% |
RGR | Buy | STURM RUGER & CO INC COM0 | $1,034 | +25.3% | 18 | +12.5% | 0.00% | 0.0% |
SNPS | New | SYNOPSYS INC COM0 | $1,545 | – | 4 | +100.0% | 0.00% | – |
TJX | Sell | TJX COS INC NEW COM0 | $851 | -58.6% | 11 | -57.7% | 0.00% | -50.0% |
TMUS | New | T-MOBILE US INC COM0 | $1,014 | – | 7 | +100.0% | 0.00% | – |
CSAN | COSAN S A ADS0 | $865 | -9.5% | 73 | 0.0% | 0.00% | 0.0% | |
CTVA | CORTEVA INC COM0 | $1,079 | +2.9% | 18 | 0.0% | 0.00% | 0.0% | |
CFLT | CONFLUENT INC CLASS A COM0 | $1,204 | +8.3% | 50 | 0.0% | 0.00% | 0.0% | |
TTEK | New | TETRA TECH INC NEW COM0 | $735 | – | 5 | +100.0% | 0.00% | – |
COHERENT CORP COM0 | $1,142 | +8.5% | 30 | 0.0% | 0.00% | 0.0% | ||
TRI | THOMSON REUTERS CORP. COM NEW0 | $1,195 | +14.5% | 9 | 0.0% | 0.00% | 0.0% | |
DDD | 3-D SYS CORP DEL COM NEW0 | $911 | +44.8% | 85 | 0.0% | 0.00% | 0.0% | |
CLF | Sell | CLEVELAND-CLIFFS INC NEW COM0 | $917 | -62.1% | 50 | -66.7% | 0.00% | -50.0% |
TLRY | Sell | TILRAY BRANDS INC COM0 | $1,538 | -19.3% | 608 | -14.1% | 0.00% | -50.0% |
Buy | CIVITAS RESOURCES INC COM NEW0 | $1,544 | +21.8% | 23 | +4.5% | 0.00% | 0.0% | |
CTAS | New | CINTAS CORP COM0 | $1,388 | – | 3 | +100.0% | 0.00% | – |
Buy | CIPHER MINING INC COM0 | $1,398 | +732.1% | 600 | +100.0% | 0.00% | – | |
TRN | Buy | TRINITY INDS INC COM0 | $1,701 | -16.9% | 70 | +1.4% | 0.00% | -50.0% |
TRUP | TRUPANION INC COM0 | $858 | -9.8% | 20 | 0.0% | 0.00% | 0.0% | |
TPB | TURNING PT BRANDS INC COM0 | $1,066 | -2.6% | 51 | 0.0% | 0.00% | 0.0% | |
PATH | UIPATH INC CL A0 | $966 | +38.2% | 55 | 0.0% | 0.00% | 0.0% | |
CE | New | CELANESE CORP DEL COM0 | $871 | – | 8 | +100.0% | 0.00% | – |
CARR | Sell | CARRIER GLOBAL CORPORATION COM0 | $709 | -92.2% | 16 | -92.8% | 0.00% | -85.7% |
CCL | CARNIVAL CORP COMMON STOCK0 | $1,015 | +25.9% | 100 | 0.0% | 0.00% | 0.0% | |
UNIT | UNITI GROUP INC COM0 | $1,321 | -35.8% | 372 | 0.0% | 0.00% | -50.0% | |
CGC | CANOPY GROWTH CORP COM0 | $1,409 | -24.2% | 805 | 0.0% | 0.00% | 0.0% | |
TOKE | Buy | CAMBRIA CANNABIS ETF0 | $704 | -6.0% | 113 | +0.9% | 0.00% | 0.0% |
GRNB | VANECK GREEN BOND ETF0 | $760 | +3.0% | 32 | 0.0% | 0.00% | 0.0% | |
CDNS | New | CADENCE DESIGN SYSTEM INC COM0 | $1,050 | – | 5 | +100.0% | 0.00% | – |
SAM | BOSTON BEER INC CL A0 | $986 | -0.3% | 3 | 0.0% | 0.00% | 0.0% | |
BAH | BOOZ ALLEN HAMILTON HLDG CORP CL A0 | $1,133 | -10.9% | 12 | 0.0% | 0.00% | 0.0% | |
BMRN | BIOMARIN PHARMACEUTICAL INC COM0 | $681 | -5.9% | 7 | 0.0% | 0.00% | 0.0% | |
BYND | Sell | BEYOND MEAT INC COM0 | $1,866 | +24.2% | 115 | -5.7% | 0.00% | 0.0% |
BHE | BENCHMARK ELECTRS INC COM0 | $778 | -10.8% | 33 | 0.0% | 0.00% | 0.0% | |
VFH | Buy | VANGUARD FINANCIALS ETF0 | $1,269 | -90.2% | 158 | +0.6% | 0.00% | -90.0% |
BJ | New | BJS WHSL CLUB HLDGS INC COM0 | $761 | – | 10 | +100.0% | 0.00% | – |
VRTX | VERTEX PHARMACEUTICALS INC COM0 | $1,575 | +9.1% | 5 | 0.0% | 0.00% | 0.0% | |
VIAC | Buy | PARAMOUNT GLOBAL CLASS B COM0 | $1,269 | +34.1% | 57 | +1.8% | 0.00% | 0.0% |
VTRS | Sell | VIATRIS INC COM0 | $1,255 | -26.3% | 130 | -15.0% | 0.00% | 0.0% |
VSTO | VISTA OUTDOOR INC COM0 | $1,386 | +13.7% | 50 | 0.0% | 0.00% | 0.0% | |
VOD | Buy | VODAFONE GROUP PLC NEW SPONSORED ADR0 | $790 | +13.8% | 72 | +4.3% | 0.00% | 0.0% |
ARES | Buy | ARES MANAGEMENT CORPORATION CL A COM STK0 | $1,127 | +23.0% | 14 | +7.7% | 0.00% | 0.0% |
WAB | WABTEC COM0 | $1,242 | +1.4% | 12 | 0.0% | 0.00% | 0.0% | |
ARCB | ARCBEST CORP COM0 | $1,856 | +32.1% | 20 | 0.0% | 0.00% | 0.0% | |
AMAT | New | APPLIED MATLS INC COM0 | $1,228 | – | 10 | +100.0% | 0.00% | – |
ANSS | New | ANSYS INC COM0 | $998 | – | 3 | +100.0% | 0.00% | – |
W | WAYFAIR INC CL A0 | $1,717 | +4.4% | 50 | 0.0% | 0.00% | 0.0% | |
Buy | ANNALY CAPITAL MANAGEMENT INC COM NEW0 | $1,267 | -5.9% | 66 | +3.1% | 0.00% | 0.0% | |
AMRX | AMNEAL PHARMACEUTICALS INC COM STK CL A0 | $695 | -30.2% | 500 | 0.0% | 0.00% | 0.0% | |
New | WISDOMTREE BATTERY VALUE CHAIN AND INNOVATION FUND0 | $1,042 | – | 30 | +100.0% | 0.00% | – | |
AMP | New | AMERIPRISE FINL INC COM0 | $1,226 | – | 4 | +100.0% | 0.00% | – |
AMT | AMERICAN TOWER CORP NEW COM0 | $1,582 | -2.9% | 8 | 0.0% | 0.00% | 0.0% | |
AOUT | AMERICAN OUTDOOR BRANDS INC COM0 | $1,279 | -1.8% | 130 | 0.0% | 0.00% | 0.0% | |
AFG | Buy | AMERICAN FINL GROUP INC OHIO COM0 | $1,656 | -8.4% | 14 | +7.7% | 0.00% | 0.0% |
AMBA | AMBARELLA INC SHS0 | $774 | -5.8% | 10 | 0.0% | 0.00% | 0.0% | |
JAZZ | JAZZ PHARMACEUTICALS PLC SHS USD0 | $1,317 | -8.2% | 9 | 0.0% | 0.00% | 0.0% | |
AVAV | AEROVIRONMENT INC COM0 | $1,833 | +7.0% | 20 | 0.0% | 0.00% | 0.0% | |
RPRX | ROYALTY PHARMA PLC SHS CLASS A0 | $1,034 | -8.3% | 29 | 0.0% | 0.00% | 0.0% | |
STX | Buy | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS0 | $1,369 | +27.3% | 21 | +5.0% | 0.00% | 0.0% |
GRMN | Buy | GARMIN LTD SHS0 | $1,491 | +42.5% | 15 | +36.4% | 0.00% | 0.0% |
LOGI | LOGITECH INTL S A SHS0 | $1,483 | -6.7% | 26 | 0.0% | 0.00% | 0.0% | |
AMC | AMC ENTMT HLDGS INC CL A COM0 | $676 | +23.1% | 135 | 0.0% | 0.00% | – | |
CHKP | CHECK POINT SOFTWARE TECH LTD ORD0 | $1,300 | +3.0% | 10 | 0.0% | 0.00% | 0.0% | |
GILT | GILAT SATELLITE NETWORKS LTD SHS NEW0 | $1,688 | -11.7% | 330 | 0.0% | 0.00% | -50.0% | |
SSYS | STRATASYS LTD SHS0 | $744 | +39.3% | 45 | 0.0% | 0.00% | – | |
ADT | Buy | ADT INC DEL COM0 | $1,458 | -20.0% | 202 | +0.5% | 0.00% | 0.0% |
QGEN | QIAGEN NV SHS NEW0 | $1,010 | -85.8% | 22 | 0.0% | 0.00% | -83.3% | |
MSGS | MADISON SQUARE GRDN SPRT CORP CL A0 | $1,019 | +6.3% | 5 | 0.0% | 0.00% | 0.0% | |
MGNI | MAGNITE INC COM0 | $1,389 | -12.6% | 150 | 0.0% | 0.00% | 0.0% | |
MANH | New | MANHATTAN ASSOCIATES INC COM0 | $774 | – | 5 | +100.0% | 0.00% | – |
MNKD | Sell | MANNKIND CORP COM NEW0 | $923 | -61.1% | 225 | -50.0% | 0.00% | -50.0% |
MFC | Buy | MANULIFE FINL CORP COM0 | $1,870 | +4.2% | 102 | +1.0% | 0.00% | 0.0% |
MRO | New | MARATHON OIL CORP COM0 | $671 | – | 28 | +100.0% | 0.00% | – |
MRVI | MARAVAI LIFESCIENCES HLDGS INC COM CL A0 | $701 | -2.1% | 50 | 0.0% | 0.00% | 0.0% | |
MMC | New | MARSH & MCLENNAN COS INC COM0 | $1,499 | – | 9 | +100.0% | 0.00% | – |
NUE | Sell | NUCOR CORP COM0 | $27 | -99.5% | 0 | -100.0% | 0.00% | -100.0% |
NEGG | NEWEGG COMMERCE INC COMMON SHARES0 | $268 | +2.3% | 200 | 0.0% | 0.00% | – | |
ROK | New | ROCKWELL AUTOMATION INC COM0 | $587 | – | 2 | +100.0% | 0.00% | – |
BME | Buy | BLACKROCK HEALTH SCIENCES TR COM0 | $442 | -2.6% | 11 | +10.0% | 0.00% | – |
JBL | New | JABIL INC COM0 | $617 | – | 7 | +100.0% | 0.00% | – |
OPEN | OPENDOOR TECHNOLOGIES INC COM0 | $176 | +51.7% | 100 | 0.0% | 0.00% | – | |
ULBI | ULTRALIFE CORP COM0 | $402 | +4.1% | 100 | 0.0% | 0.00% | – | |
NYC | Exit | NEW YORK CITY REIT INC COM0 | $0 | – | -206 | -100.0% | 0.00% | – |
ORI | OLD REP INTL CORP COM0 | $407 | +4.4% | 16 | 0.0% | 0.00% | – | |
ARE | ALEXANDRIA REAL ESTATE EQ INC COM0 | $644 | -13.1% | 5 | 0.0% | 0.00% | -100.0% | |
GAN | GAN LTD SHS0 | $71 | -14.5% | 55 | 0.0% | 0.00% | – | |
AFRM | AFFIRM HLDGS INC COM CL A0 | $225 | +16.6% | 20 | 0.0% | 0.00% | – | |
FISV | New | FISERV INC COM0 | $452 | – | 4 | +100.0% | 0.00% | – |
CRTPF | CARDIOL THERAPEUTICS INC COM CL A0 | $487 | -4.5% | 1,000 | 0.0% | 0.00% | – | |
RVT | ROYCE VALUE TR INC COM0 | $105 | +5.0% | 8 | 0.0% | 0.00% | – | |
VFC | V F CORP COM0 | $23 | -14.8% | 1 | 0.0% | 0.00% | – | |
BILI | Exit | BILIBILI INC SPONS ADS REP Z0 | $0 | – | -10 | -100.0% | 0.00% | – |
OXYWS | OCCIDENTAL PETE CORP WT EXP 0803270 | $41 | 0.0% | 1 | 0.0% | 0.00% | – | |
OXY | OCCIDENTAL PETE CORP COM0 | $630 | -0.6% | 10 | 0.0% | 0.00% | -100.0% | |
RCI | ROGERS COMMUNICATIONS INC CL B0 | $107 | 0.0% | 2 | 0.0% | 0.00% | – | |
CHRW | New | C H ROBINSON WORLDWIDE INC COM NEW0 | $497 | – | 5 | +100.0% | 0.00% | – |
BHF | BRIGHTHOUSE FINL INC COM0 | $485 | -14.0% | 11 | 0.0% | 0.00% | – | |
Sell | ROCKWELL MED INC COM NEW0 | $389 | -68.8% | 215 | -82.5% | 0.00% | -100.0% | |
WRB | New | BERKLEY W R CORP COM0 | $374 | – | 6 | +100.0% | 0.00% | – |
BODY | THE BEACHBODY COMPANY INC COM CL A0 | $446 | -8.4% | 925 | 0.0% | 0.00% | – | |
BAX | BAXTER INTL INC COM0 | $247 | -20.1% | 6 | 0.0% | 0.00% | – | |
BHC | BAUSCH HEALTH COS INC COM0 | $567 | +28.9% | 70 | 0.0% | 0.00% | – | |
GDRX | GOODRX HLDGS INC COM CL A0 | $250 | +34.4% | 40 | 0.0% | 0.00% | – | |
BAND | BANDWIDTH INC COM CL A0 | $61 | -33.7% | 4 | 0.0% | 0.00% | – | |
GPRO | GOPRO INC CL A0 | $503 | +1.0% | 100 | 0.0% | 0.00% | – | |
GPK | New | GRAPHIC PACKAGING HLDG CO COM0 | $586 | – | 23 | +100.0% | 0.00% | – |
PSTG | New | PURE STORAGE INC CL A0 | $434 | – | 17 | +100.0% | 0.00% | – |
RILY | Buy | B. RILEY FINANCIAL INC COM0 | $622 | -14.3% | 22 | +4.8% | 0.00% | -100.0% |
STNE | STONECO LTD COM CL A0 | $286 | +1.1% | 30 | 0.0% | 0.00% | – | |
ACB | AURORA CANNABIS INC COM0 | $17 | -26.1% | 25 | 0.0% | 0.00% | – | |
ASAN | ASANA INC CL A0 | $211 | +52.9% | 10 | 0.0% | 0.00% | – | |
GRWG | GROWGENERATION CORP COM0 | $222 | -12.9% | 65 | 0.0% | 0.00% | – | |
AAP | ADVANCE AUTO PARTS INC COM0 | $625 | -16.4% | 5 | 0.0% | 0.00% | -100.0% | |
ARRY | New | ARRAY TECHNOLOGIES INC COM SHS0 | $263 | – | 12 | +100.0% | 0.00% | – |
New | AMERICAN STRATEGIC INVEST CO COM CL A0 | $213 | – | 25 | +100.0% | 0.00% | – | |
JNPR | JUNIPER NETWORKS INC COM0 | $614 | +8.3% | 18 | 0.0% | 0.00% | – | |
HALEON PLC SPON ADS0 | $415 | +1.7% | 51 | 0.0% | 0.00% | – | ||
VFF | VILLAGE FARMS INTL INC COM0 | $581 | -38.1% | 700 | 0.0% | 0.00% | -100.0% | |
ARCC | ARES CAPITAL CORP COM0 | $446 | +1.6% | 24 | 0.0% | 0.00% | – | |
FRPT | Exit | FRESHPET INC COM0 | $0 | – | -6 | -100.0% | 0.00% | – |
MAPS | WM TECHNOLOGY INC COM0 | $510 | -15.8% | 600 | 0.0% | 0.00% | – | |
MQ | MARQETA INC CLASS A COM0 | $457 | -25.2% | 100 | 0.0% | 0.00% | – | |
MGI | MONEYGRAM INTL INC COM NEW0 | $281 | -4.4% | 27 | 0.0% | 0.00% | – | |
MCHP | New | MICROCHIP TECHNOLOGY INC. COM0 | $335 | – | 4 | +100.0% | 0.00% | – |
PLD | New | PROLOGIS INC. COM0 | $624 | – | 5 | +100.0% | 0.00% | – |
POR | New | PORTLAND GEN ELEC CO COM NEW0 | $391 | – | 8 | +100.0% | 0.00% | – |
MSGE | MADISON SQUARE GRDN ENTERTNMNT CL A0 | $295 | +31.1% | 5 | 0.0% | 0.00% | – | |
PXD | New | PIONEER NAT RES CO COM0 | $210 | – | 1 | +100.0% | 0.00% | – |
MRVL | MARVELL TECHNOLOGY INC COM0 | $609 | +16.9% | 14 | 0.0% | 0.00% | – | |
LUMN | LUMEN TECHNOLOGIES INC COM0 | $333 | -49.2% | 126 | 0.0% | 0.00% | -100.0% | |
AU | ANGLOGOLD ASHANTI LIMITED SPONSORED ADR0 | $50 | +25.0% | 2 | 0.0% | 0.00% | – | |
CNBS | AMPLIFY SEYMOUR CANNABIS ETF0 | $421 | -17.3% | 100 | 0.0% | 0.00% | – | |
UP | WHEELS UP EXPERIENCE INC COM CL A0 | $377 | -38.5% | 595 | 0.0% | 0.00% | – | |
HEXO CORP COM0 | $9 | +28.6% | 7 | 0.0% | 0.00% | – | ||
ELF | New | E L F BEAUTY INC COM0 | $329 | – | 4 | +100.0% | 0.00% | – |
WTFC | New | WINTRUST FINL CORP COM0 | $438 | – | 6 | +100.0% | 0.00% | – |
DNMR | DANIMER SCIENTIFIC INC COM CL A0 | $483 | +92.4% | 140 | 0.0% | 0.00% | – | |
SMAR | New | SMARTSHEET INC COM CL A0 | $287 | – | 6 | +100.0% | 0.00% | – |
DXC | DXC TECHNOLOGY CO COM0 | $544 | -3.4% | 21 | 0.0% | 0.00% | – | |
SKLZ | SKILLZ INC COM0 | $190 | +16.6% | 321 | 0.0% | 0.00% | – | |
CRON | CRONOS GROUP INC COM0 | $388 | -23.6% | 200 | 0.0% | 0.00% | – | |
MGM | New | MGM RESORTS INTERNATIONAL COM0 | $577 | – | 13 | +100.0% | 0.00% | – |
STT | Buy | STATE STR CORP COM0 | $12 | -7.7% | 0 | +100.0% | 0.00% | – |
SFIX | STITCH FIX INC COM CL A0 | $51 | +64.5% | 10 | 0.0% | 0.00% | – | |
YETI | Exit | YETI HLDGS INC COM0 | $0 | – | 0 | +100.0% | 0.00% | – |
SVM | SILVERCORP METALS INC COM0 | $587 | +29.0% | 154 | 0.0% | 0.00% | – | |
FOLD | AMICUS THERAPEUTICS INC COM0 | $643 | -9.2% | 58 | 0.0% | 0.00% | -100.0% | |
SBFM | Sell | SUNSHINE BIOPHARMA INC COM NEW0 | $13 | -93.1% | 18 | -93.9% | 0.00% | – |
ALLEGO N V ORD SHS0 | $610 | -23.2% | 253 | 0.0% | 0.00% | -100.0% | ||
LYFT | LYFT INC CL A COM0 | $278 | -16.0% | 30 | 0.0% | 0.00% | – | |
WOLFSPEED INC COM0 | $520 | -5.8% | 8 | 0.0% | 0.00% | – | ||
IMAC | IMAC HLDGS INC COM0 | $129 | -28.3% | 900 | 0.0% | 0.00% | – | |
WKHS | WORKHORSE GROUP INC COM NEW0 | $67 | -11.8% | 50 | 0.0% | 0.00% | – | |
INSG | INSEEGO CORP COM0 | $6 | -25.0% | 10 | 0.0% | 0.00% | – | |
EMBECTA CORP COMMON STOCK0 | $86 | +13.2% | 3 | 0.0% | 0.00% | – | ||
CNDT | Sell | CONDUENT INC COM0 | $274 | -70.7% | 80 | -65.4% | 0.00% | -100.0% |
TELL | TELLURIAN INC NEW COM0 | $246 | -26.8% | 200 | 0.0% | 0.00% | – | |
EME | New | EMCOR GROUP INC COM0 | $650 | – | 4 | +100.0% | 0.00% | – |
TXG | 10X GENOMICS INC CL A COM0 | $614 | +53.1% | 11 | 0.0% | 0.00% | – | |
SLB | New | SCHLUMBERGER LTD COM STK0 | $344 | – | 7 | +100.0% | 0.00% | – |
CL | COLGATE PALMOLIVE CO COM0 | $612 | -4.1% | 8 | 0.0% | 0.00% | -100.0% | |
COIN | Sell | COINBASE GLOBAL INC COM CL A0 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
PCAR | New | PACCAR INC COM0 | $220 | – | 3 | +100.0% | 0.00% | – |
DBC | INVESCO DB COMMODITY INDEX TRACKING FUND0 | $478 | -3.6% | 20 | 0.0% | 0.00% | – | |
SFE | SAFEGUARD SCIENTIFICS INC COM NEW0 | $47 | -44.0% | 27 | 0.0% | 0.00% | – | |
CLVR | CLEVER LEAVES HOLDINGS INC COM0 | $306 | +24.4% | 800 | 0.0% | 0.00% | – | |
NVTA | INVITAE CORP COM0 | $34 | -27.7% | 25 | 0.0% | 0.00% | – | |
ZG | ZILLOW GROUP INC CL A0 | $219 | +40.4% | 5 | 0.0% | 0.00% | – | |
MAR | New | MARRIOTT INTL INC NEW CL A0 | $332 | – | 2 | +100.0% | 0.00% | – |
CFG | New | CITIZENS FINL GROUP INC COM0 | $364 | – | 12 | +100.0% | 0.00% | – |
AAL | New | AMERICAN AIRLS GROUP INC COM0 | $310 | – | 21 | +100.0% | 0.00% | – |
AMRN | AMARIN CORP PLC SPONS ADR NEW0 | $75 | +23.0% | 50 | 0.0% | 0.00% | – | |
SIVB | Sell | SVB FINANCIAL GROUP COM0 | $7 | -99.9% | 8 | -63.6% | 0.00% | -100.0% |
CC | CHEMOURS CO COM0 | $261 | -1.1% | 9 | 0.0% | 0.00% | – | |
Exit | MICRO FOCUS INTL PLC SPON ADR NEW0 | $0 | – | -87 | -100.0% | 0.00% | – | |
TRIP | TRIPADVISOR INC COM0 | $199 | +10.6% | 10 | 0.0% | 0.00% | – | |
OM | OUTSET MED INC COM0 | $460 | -28.8% | 25 | 0.0% | 0.00% | -100.0% | |
OTIS | Sell | OTIS WORLDWIDE CORP COM0 | $614 | -92.8% | 7 | -93.6% | 0.00% | -100.0% |
TWST | TWIST BIOSCIENCE CORP COM0 | $302 | -36.6% | 20 | 0.0% | 0.00% | – | |
KOMP | Buy | SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF0 | $3 | 0.0% | 0 | +100.0% | 0.00% | – |
CHTR | CHARTER COMMUNICATIONS INC NEW CL A0 | $358 | +5.6% | 1 | 0.0% | 0.00% | – | |
EXPE | New | EXPEDIA GROUP INC COM NEW0 | $388 | – | 4 | +100.0% | 0.00% | – |
AVNW | Exit | AVIAT NETWORKS INC COM NEW0 | $0 | – | -22 | -100.0% | -0.00% | – |
LEGR | Exit | FIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETF0 | $0 | – | -31 | -100.0% | -0.00% | – |
USHY | Exit | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF0 | $0 | – | -24 | -100.0% | -0.00% | – |
VMBS | Exit | VANGUARD MORTGAGE-BACKED SECURITIES ETF0 | $0 | – | -18 | -100.0% | -0.00% | – |
NTCO | Exit | NATURA &CO HLDG S A ADS0 | $0 | – | -455 | -100.0% | -0.00% | – |
HYD | Exit | VANECK HIGH YIELD MUNI ETF0 | $0 | – | -54 | -100.0% | -0.00% | – |
IEX | Exit | IDEX CORP COM0 | $0 | – | -10 | -100.0% | -0.00% | – |
STOR | Exit | STORE CAP CORP COM0 | $0 | – | -97 | -100.0% | -0.00% | – |
ALL | Exit | ALLSTATE CORP COM0 | $0 | – | -20 | -100.0% | -0.00% | – |
VTWO | Exit | VANGUARD RUSSELL 2000 ETF0 | $0 | – | -51 | -100.0% | -0.00% | – |
VWO | Exit | VANGUARD FTSE EMERGING MARKETS ETF0 | $0 | – | -136 | -100.0% | -0.00% | – |
COKE | Exit | COCA COLA CONS INC COM0 | $0 | – | -10 | -100.0% | -0.00% | – |
GOVT | Exit | ISHARES U.S. TREASURY BOND ETF0 | $0 | – | -203 | -100.0% | -0.00% | – |
JOE | Exit | ST JOE CO COM0 | $0 | – | -281 | -100.0% | -0.01% | – |
EDD | Exit | MORGAN STANLEY EMERGING MKTS COM0 | $0 | – | -2,965 | -100.0% | -0.01% | – |
LIN | Exit | LINDE PLC SHS0 | $0 | – | -51 | -100.0% | -0.01% | – |
FTSM | Exit | FIRST TRUST ENHANCED SHORT MATURITY ETF0 | $0 | – | -477 | -100.0% | -0.02% | – |
XLY | Exit | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND0 | $0 | – | -939 | -100.0% | -0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-05
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.