$129 Million is the total value of Rise Advisors, LLC's 677 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 20.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Buy | DIMENSIONAL CORE FIXED INCOME ETF0 | $22,347,200 | +10.3% | 535,519 | +12.3% | 17.28% | +12.9% | |
| VTV | Buy | VANGUARD VALUE ETF0 | $17,944,353 | +12.5% | 126,280 | +9.4% | 13.87% | +15.2% |
| VUG | Sell | VANGUARD GROWTH ETF0 | $17,249,043 | +0.6% | 60,959 | -11.4% | 13.34% | +3.0% |
| VNLA | Buy | JANUS HENDERSON SHORT DURATION INCOME ETF0 | $8,362,769 | +17.1% | 174,990 | +17.0% | 6.46% | +19.9% |
| DFAT | Buy | DIMENSIONAL U.S. TARGETED VALUE ETF0 | $6,039,315 | +17.1% | 130,186 | +12.3% | 4.67% | +19.9% |
| XLF | Buy | FINANCIAL SELECT SECTOR SPDR FUND0 | $5,622,492 | +16.9% | 166,790 | +11.5% | 4.35% | +19.8% |
| XLI | Buy | INDUSTRIAL SELECT SECTOR SPDR FUND0 | $3,348,561 | +12.5% | 31,202 | +6.1% | 2.59% | +15.2% |
| XSOE | Buy | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND0 | $2,904,225 | +9.3% | 103,908 | +8.9% | 2.24% | +11.9% |
| AAPL | Sell | APPLE INC COM0 | $2,504,208 | -39.9% | 12,910 | -48.9% | 1.94% | -38.5% |
| PYPL | Buy | PAYPAL HLDGS INC COM0 | $2,328,877 | +7.8% | 34,900 | +22.7% | 1.80% | +10.4% |
| FLOT | Sell | ISHARES FLOATING RATE BOND ETF0 | $1,166,021 | -83.2% | 22,944 | -83.3% | 0.90% | -82.8% |
| JPST | Buy | JPMORGAN ULTRA-SHORT INCOME ETF0 | $1,080,176 | +97.1% | 21,543 | +97.8% | 0.84% | +101.7% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CL B NEW0 | $1,016,521 | -3.1% | 2,981 | -12.2% | 0.79% | -0.8% |
| MSFT | Sell | MICROSOFT CORP COM0 | $1,015,569 | +12.7% | 2,982 | -4.6% | 0.78% | +15.4% |
| IJH | Sell | ISHARES CORE S&P MID-CAP ETF0 | $948,038 | +2.5% | 3,626 | -1.9% | 0.73% | +5.0% |
| IEFA | Sell | ISHARES CORE MSCI EAFE ETF0 | $933,239 | -2.7% | 13,826 | -3.6% | 0.72% | -0.4% |
| JAAA | Buy | JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF0 | $885,191 | +83.7% | 17,757 | +82.5% | 0.68% | +87.9% |
| TMP | TOMPKINS FINL CORP COM0 | $882,933 | -15.9% | 15,852 | 0.0% | 0.68% | -13.8% | |
| AGG | Sell | ISHARES CORE U.S. AGGREGATE BOND ETF0 | $877,506 | -4.0% | 8,959 | -2.4% | 0.68% | -1.7% |
| DFAC | Buy | DIMENSIONAL U.S. CORE EQUITY 2 ETF0 | $866,243 | +6.9% | 31,906 | +0.3% | 0.67% | +9.5% |
| QQQ | Sell | INVESCO QQQ TRUST0 | $765,340 | +10.8% | 2,072 | -3.7% | 0.59% | +13.6% |
| HD | Sell | HOME DEPOT INC COM0 | $727,413 | -70.3% | 2,342 | -71.8% | 0.56% | -69.6% |
| PAYX | Buy | PAYCHEX INC COM0 | $697,706 | -0.3% | 6,237 | +2.1% | 0.54% | +2.1% |
| XOM | Buy | EXXON MOBIL CORP COM0 | $659,195 | -1.7% | 6,146 | +0.5% | 0.51% | +0.8% |
| FTEC | Sell | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF0 | $598,455 | +12.5% | 4,581 | -1.9% | 0.46% | +15.5% |
| ISTB | Sell | ISHARES CORE 1-5 YEAR USD BOND ETF0 | $575,008 | -1.2% | 12,329 | -0.1% | 0.44% | +1.4% |
| NVDA | Sell | NVIDIA CORPORATION COM0 | $557,974 | +48.6% | 1,319 | -2.4% | 0.43% | +52.3% |
| VBR | Sell | VANGUARD SMALL CAP VALUE ETF0 | $527,152 | +3.5% | 3,187 | -0.7% | 0.41% | +6.2% |
| MRK | Sell | MERCK & CO INC COM0 | $518,292 | +6.7% | 4,492 | -1.6% | 0.40% | +9.3% |
| Buy | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF0 | $502,489 | +2.4% | 21,557 | +1.3% | 0.39% | +4.9% | |
| FBND | Buy | FIDELITY TOTAL BOND ETF0 | $499,330 | -0.6% | 10,994 | +0.6% | 0.39% | +1.8% |
| FAST | FASTENAL CO COM0 | $493,746 | +9.4% | 8,370 | 0.0% | 0.38% | +12.0% | |
| AMZN | Sell | AMAZON COM INC COM0 | $481,289 | +25.3% | 3,692 | -0.8% | 0.37% | +28.3% |
| Sell | DRAFTKINGS INC NEW COM CL A0 | $475,311 | -17.4% | 17,889 | -39.8% | 0.37% | -15.4% | |
| IXUS | Buy | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF0 | $471,219 | +2.7% | 7,525 | +1.6% | 0.36% | +5.2% |
| VIG | Sell | VANGUARD DIVIDEND APPRECIATION ETF0 | $440,356 | +2.5% | 2,711 | -2.9% | 0.34% | +4.9% |
| LOW | Sell | LOWES COS INC COM0 | $408,292 | +12.6% | 1,809 | -0.3% | 0.32% | +15.3% |
| MCD | Sell | MCDONALDS CORP COM0 | $368,922 | -0.2% | 1,236 | -6.5% | 0.28% | +2.2% |
| ZBH | Buy | ZIMMER BIOMET HOLDINGS INC COM0 | $361,059 | +12.9% | 2,480 | +0.2% | 0.28% | +15.8% |
| WMT | Sell | WALMART INC COM0 | $355,900 | -20.6% | 2,264 | -25.5% | 0.28% | -18.6% |
| IVV | Sell | ISHARES CORE S&P 500 ETF0 | $344,661 | -0.3% | 773 | -8.1% | 0.27% | +1.9% |
| ABBV | Sell | ABBVIE INC COM0 | $340,334 | -18.7% | 2,526 | -3.9% | 0.26% | -16.8% |
| ABT | ABBOTT LABS COM0 | $335,441 | +7.7% | 3,077 | 0.0% | 0.26% | +10.2% | |
| PFE | Sell | PFIZER INC COM0 | $319,254 | -15.5% | 8,704 | -6.0% | 0.25% | -13.3% |
| BAC | Sell | BANK AMERICA CORP COM0 | $318,310 | -4.3% | 11,095 | -4.6% | 0.25% | -2.0% |
| CMG | Sell | CHIPOTLE MEXICAN GRILL INC COM0 | $316,572 | +20.3% | 148 | -3.9% | 0.24% | +23.1% |
| CSCO | Buy | CISCO SYS INC COM0 | $314,725 | +0.4% | 6,083 | +1.5% | 0.24% | +2.5% |
| IWM | Buy | ISHARES RUSSELL 2000 ETF0 | $313,576 | +7.7% | 1,674 | +2.5% | 0.24% | +10.0% |
| IEMG | Sell | ISHARES CORE MSCI EMERGING MARKETS ETF0 | $293,462 | -8.1% | 5,954 | -9.0% | 0.23% | -5.8% |
| COST | Sell | COSTCO WHSL CORP NEW COM0 | $283,958 | +5.3% | 527 | -2.9% | 0.22% | +7.8% |
| SPY | Sell | SPDR S&P 500 ETF TRUST0 | $285,212 | -1.4% | 643 | -9.1% | 0.22% | +0.9% |
| VIGI | Buy | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF0 | $258,612 | +2.8% | 3,444 | +0.9% | 0.20% | +5.3% |
| GOOG | Sell | ALPHABET INC CAP STK CL C0 | $248,230 | +13.0% | 2,052 | -2.8% | 0.19% | +15.7% |
| STZ | Buy | CONSTELLATION BRANDS INC CL A0 | $247,344 | +9.1% | 1,005 | +0.2% | 0.19% | +11.7% |
| DVY | Sell | ISHARES SELECT DIVIDEND ETF0 | $242,554 | -7.9% | 2,141 | -4.7% | 0.19% | -5.5% |
| MMM | Buy | 3M CO COM0 | $239,850 | +1.0% | 2,396 | +6.0% | 0.18% | +3.4% |
| TSLA | Sell | TESLA INC COM0 | $237,972 | +19.5% | 909 | -5.3% | 0.18% | +22.7% |
| BBY | Sell | BEST BUY INC COM0 | $235,097 | +3.9% | 2,869 | -0.7% | 0.18% | +6.4% |
| TDIV | Sell | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND0 | $232,919 | +8.4% | 3,971 | -0.1% | 0.18% | +11.1% |
| JNJ | Sell | JOHNSON & JOHNSON COM0 | $227,642 | -0.1% | 1,375 | -6.5% | 0.18% | +2.3% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRUST0 | $221,924 | +9.9% | 463 | +5.2% | 0.17% | +13.2% |
| JPM | Sell | JPMORGAN CHASE & CO COM0 | $209,769 | +0.7% | 1,442 | -9.8% | 0.16% | +3.2% |
| CAT | Buy | CATERPILLAR INC COM0 | $204,664 | +13.4% | 832 | +5.4% | 0.16% | +16.2% |
| VNQ | Sell | VANGUARD REAL ESTATE ETF0 | $200,660 | -30.9% | 2,401 | -31.4% | 0.16% | -29.2% |
| VZ | Buy | VERIZON COMMUNICATIONS INC COM0 | $198,494 | +1.5% | 5,337 | +6.1% | 0.15% | +3.4% |
| KO | Buy | COCA COLA CO COM0 | $196,571 | -2.0% | 3,264 | +0.9% | 0.15% | +0.7% |
| Buy | DIMENSIONAL US MARKETWIDE VALUE ETF0 | $193,488 | +3.6% | 5,608 | +0.5% | 0.15% | +6.4% | |
| IYR | Buy | ISHARES U.S. REAL ESTATE ETF0 | $190,556 | +2.4% | 2,202 | +0.5% | 0.15% | +5.0% |
| F | Sell | FORD MTR CO DEL COM0 | $186,280 | +19.3% | 12,312 | -0.7% | 0.14% | +22.0% |
| WM | Sell | WASTE MGMT INC DEL COM0 | $176,727 | +1.3% | 1,019 | -4.7% | 0.14% | +3.8% |
| SO | Buy | SOUTHERN CO COM0 | $173,656 | +5.2% | 2,472 | +4.2% | 0.13% | +7.2% |
| IJS | Sell | ISHARES S&P SMALL-CAP 600 VALUE ETF0 | $171,252 | -4.0% | 1,801 | -5.6% | 0.13% | -2.2% |
| DG | Sell | DOLLAR GEN CORP NEW COM0 | $168,337 | -21.0% | 992 | -2.0% | 0.13% | -19.3% |
| USB | Buy | US BANCORP DEL COM NEW0 | $163,996 | -1.1% | 4,964 | +7.9% | 0.13% | +1.6% |
| BX | Buy | BLACKSTONE INC COM0 | $160,892 | +24.6% | 1,731 | +17.8% | 0.12% | +27.8% |
| TGT | Sell | TARGET CORP COM0 | $160,155 | -92.8% | 1,214 | -91.0% | 0.12% | -92.6% |
| ETN | Buy | EATON CORP PLC SHS0 | $154,455 | +33.6% | 768 | +13.8% | 0.12% | +36.8% |
| ED | Buy | CONSOLIDATED EDISON INC COM0 | $150,117 | +4.5% | 1,661 | +10.6% | 0.12% | +7.4% |
| UPS | Buy | UNITED PARCEL SERVICE INC CL B0 | $147,906 | +2.6% | 825 | +11.0% | 0.11% | +4.6% |
| FIXD | Buy | FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF0 | $146,380 | -1.1% | 3,314 | +0.9% | 0.11% | +0.9% |
| IDXX | IDEXX LABS INC COM0 | $143,136 | +0.4% | 285 | 0.0% | 0.11% | +2.8% | |
| VO | Buy | VANGUARD MID-CAP ETF0 | $142,549 | +4.8% | 647 | +0.3% | 0.11% | +6.8% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS COM0 | $140,772 | -9.1% | 1,052 | -10.9% | 0.11% | -6.8% |
| VTI | Buy | VANGUARD TOTAL STOCK MARKET ETF0 | $140,608 | +8.3% | 638 | +0.3% | 0.11% | +11.2% |
| LLY | Sell | LILLY ELI & CO COM0 | $137,413 | +31.1% | 293 | -3.9% | 0.11% | +34.2% |
| PRU | Buy | PRUDENTIAL FINL INC COM0 | $133,747 | +15.8% | 1,516 | +8.6% | 0.10% | +18.4% |
| LULU | Sell | LULULEMON ATHLETICA INC COM0 | $132,475 | -8.4% | 350 | -11.8% | 0.10% | -6.4% |
| LNT | Buy | ALLIANT ENERGY CORP COM0 | $128,981 | +11.1% | 2,458 | +13.1% | 0.10% | +13.6% |
| PG | Sell | PROCTER AND GAMBLE CO COM0 | $128,800 | -22.6% | 849 | -24.2% | 0.10% | -20.6% |
| UNP | Buy | UNION PAC CORP COM0 | $126,226 | +2.3% | 617 | +0.7% | 0.10% | +5.4% |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N V SHS - A -0 | $125,143 | +6.7% | 1,363 | +9.1% | 0.10% | +9.0% |
| TIP | Sell | ISHARES TIPS BOND ETF0 | $118,962 | -37.5% | 1,105 | -35.9% | 0.09% | -36.1% |
| SHOP | Sell | SHOPIFY INC CL A0 | $115,311 | +32.5% | 1,785 | -1.7% | 0.09% | +34.8% |
| VGT | Sell | VANGUARD INFORMATION TECHNOLOGY ETF0 | $113,420 | +6.4% | 257 | -7.2% | 0.09% | +10.0% |
| MA | Sell | MASTERCARD INCORPORATED CL A0 | $112,399 | -10.1% | 286 | -16.9% | 0.09% | -7.4% |
| AZN | ASTRAZENECA PLC SPONSORED ADR0 | $112,824 | +3.1% | 1,576 | 0.0% | 0.09% | +4.8% | |
| T | Buy | AT&T INC COM0 | $110,180 | -16.4% | 6,908 | +0.9% | 0.08% | -14.1% |
| PEP | Sell | PEPSICO INC COM0 | $110,299 | -27.7% | 596 | -28.8% | 0.08% | -26.1% |
| PKG | Buy | PACKAGING CORP AMER COM0 | $110,415 | +10.4% | 835 | +15.8% | 0.08% | +11.8% |
| IJR | Buy | ISHARES CORE S&P SMALL CAP ETF0 | $106,893 | +3.4% | 1,073 | +0.4% | 0.08% | +6.4% |
| RDIV | Buy | INVESCO S&P ULTRA DIVIDEND REVENUE ETF0 | $107,374 | -4.1% | 2,743 | +0.8% | 0.08% | -2.4% |
| AFL | Sell | AFLAC INC COM0 | $104,129 | +0.9% | 1,492 | -6.8% | 0.08% | +2.6% |
| CVX | Sell | CHEVRON CORP NEW COM0 | $100,080 | -4.6% | 636 | -1.1% | 0.08% | -2.5% |
| BND | Buy | VANGUARD TOTAL BOND MARKET ETF0 | $96,869 | -0.8% | 1,333 | +0.8% | 0.08% | +1.4% |
| IJK | Buy | ISHARES S&P MID-CAP 400 GROWTH ETF0 | $96,576 | +5.1% | 1,288 | +0.2% | 0.08% | +8.7% |
| DSI | Buy | ISHARES MSCI KLD 400 SOCIAL ETF0 | $94,331 | +8.2% | 1,121 | +0.3% | 0.07% | +10.6% |
| ORCL | Sell | ORACLE CORP COM0 | $90,334 | +27.8% | 759 | -0.3% | 0.07% | +32.1% |
| WPC | Buy | WP CAREY INC COM0 | $88,389 | -12.6% | 1,308 | +0.2% | 0.07% | -10.5% |
| IDU | Buy | ISHARES U.S. UTILITIES ETF0 | $86,753 | -1.8% | 1,061 | +0.5% | 0.07% | 0.0% |
| MU | Sell | MICRON TECHNOLOGY INC COM0 | $86,825 | +2.1% | 1,376 | -2.3% | 0.07% | +4.7% |
| MS | Sell | MORGAN STANLEY COM NEW0 | $85,071 | -4.4% | 996 | -1.7% | 0.07% | -1.5% |
| VYMI | Sell | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF0 | $84,750 | -13.3% | 1,341 | -15.0% | 0.07% | -10.8% |
| PNC | Buy | PNC FINL SVCS GROUP INC COM0 | $83,108 | +0.3% | 660 | +1.2% | 0.06% | +1.6% |
| VYM | Sell | VANGUARD HIGH DIVIDEND YIELD INDEX ETF0 | $83,335 | -16.5% | 786 | -16.9% | 0.06% | -14.7% |
| IGSB | Buy | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF0 | $83,216 | +0.0% | 1,659 | +0.8% | 0.06% | +1.6% |
| GLW | Buy | CORNING INC COM0 | $81,202 | -0.1% | 2,317 | +0.6% | 0.06% | +3.3% |
| IYH | ISHARES U.S. HEALTHCARE ETF0 | $80,509 | +2.8% | 287 | 0.0% | 0.06% | +5.1% | |
| GS | Sell | GOLDMAN SACHS GROUP INC COM0 | $79,876 | -8.5% | 248 | -7.1% | 0.06% | -6.1% |
| BDX | Sell | BECTON DICKINSON & CO COM0 | $80,367 | +0.9% | 304 | -5.6% | 0.06% | +3.3% |
| MUB | Buy | ISHARES NATIONAL MUNI BOND ETF0 | $78,109 | -0.3% | 732 | +0.7% | 0.06% | +1.7% |
| GD | Sell | GENERAL DYNAMICS CORP COM0 | $74,383 | -10.6% | 346 | -5.2% | 0.06% | -7.9% |
| PPG | Buy | PPG INDS INC COM0 | $75,173 | +11.5% | 507 | +0.4% | 0.06% | +13.7% |
| IVW | Buy | ISHARES S&P 500 GROWTH ETF0 | $75,573 | +10.6% | 1,072 | +0.2% | 0.06% | +11.5% |
| GM | Sell | GENERAL MTRS CO COM0 | $73,920 | +4.7% | 1,917 | -0.4% | 0.06% | +7.5% |
| GBNY | GENERATIONS BANCORP NY INC COM0 | $73,131 | -11.1% | 8,063 | 0.0% | 0.06% | -8.1% | |
| IVE | Buy | ISHARES S&P 500 VALUE ETF0 | $70,508 | +6.6% | 437 | +0.2% | 0.06% | +10.0% |
| HON | Sell | HONEYWELL INTL INC COM0 | $68,553 | +7.2% | 330 | -1.5% | 0.05% | +10.4% |
| DIS | Sell | DISNEY WALT CO COM0 | $67,255 | -17.2% | 753 | -7.2% | 0.05% | -14.8% |
| CB | Sell | CHUBB LIMITED COM0 | $67,255 | -8.6% | 349 | -7.9% | 0.05% | -7.1% |
| GSG | ISHARES S&P GSCI COMMODITY INDEXED TRUST0 | $67,163 | -3.1% | 3,446 | 0.0% | 0.05% | 0.0% | |
| MELI | Sell | MERCADOLIBRE INC COM0 | $62,784 | -16.4% | 53 | -7.0% | 0.05% | -14.0% |
| OGIG | Sell | ALPS O'SHARES GLOBAL INTERNET GIANTS ETF0 | $61,600 | +0.8% | 1,925 | -9.4% | 0.05% | +4.3% |
| FREL | Sell | FIDELITY MSCI REAL ESTATE INDEX ETF0 | $61,934 | -10.2% | 2,468 | -10.9% | 0.05% | -7.7% |
| KNSL | KINSALE CAP GROUP INC COM0 | $58,735 | +24.7% | 157 | 0.0% | 0.04% | +25.0% | |
| TXN | Sell | TEXAS INSTRS INC COM0 | $56,917 | -14.2% | 316 | -11.5% | 0.04% | -12.0% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC COM0 | $55,948 | -11.9% | 107 | -2.7% | 0.04% | -10.4% |
| EEMV | Buy | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF0 | $55,906 | +1.6% | 1,017 | +0.9% | 0.04% | +2.4% |
| Buy | DIGITALBRIDGE GROUP INC CL A NEW0 | $55,274 | +22.8% | 3,758 | +0.1% | 0.04% | +26.5% | |
| DFS | Buy | DISCOVER FINL SVCS COM0 | $55,851 | -2.0% | 478 | +0.6% | 0.04% | 0.0% |
| APD | Sell | AIR PRODS & CHEMS INC COM0 | $53,428 | -21.4% | 178 | -24.9% | 0.04% | -19.6% |
| EOG | Buy | EOG RES INC COM0 | $52,846 | +0.1% | 462 | +0.2% | 0.04% | +2.5% |
| ESGU | Buy | ISHARES ESG AWARE MSCI USA ETF0 | $53,039 | +8.1% | 544 | +0.2% | 0.04% | +10.8% |
| Sell | GENERAL ELECTRIC CO COM NEW0 | $52,237 | -2.4% | 476 | -15.0% | 0.04% | 0.0% | |
| VCSH | Sell | VANGUARD SHORT-TERM CORPORATE BOND ETF0 | $52,368 | -10.8% | 592 | -23.1% | 0.04% | -9.1% |
| NKE | Sell | NIKE INC CL B0 | $49,404 | -11.1% | 448 | -1.1% | 0.04% | -9.5% |
| Sell | QUIDELORTHO CORP COM0 | $48,887 | -30.5% | 590 | -25.3% | 0.04% | -28.3% | |
| TMDX | TRANSMEDICS GROUP INC COM0 | $48,624 | +10.9% | 579 | 0.0% | 0.04% | +15.2% | |
| LAMR | Buy | LAMAR ADVERTISING CO NEW CL A0 | $49,330 | +0.6% | 497 | +1.2% | 0.04% | +2.7% |
| HAS | HASBRO INC COM0 | $47,957 | +20.7% | 740 | 0.0% | 0.04% | +23.3% | |
| IJT | Buy | ISHARES S&P SMALL-CAP 600 GROWTH ETF0 | $47,789 | +4.8% | 416 | +0.2% | 0.04% | +8.8% |
| DURA | Buy | VANECK DURABLE HIGH DIVIDEND ETF0 | $46,007 | +2.6% | 1,443 | +0.8% | 0.04% | +5.9% |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC COM0 | $46,052 | -50.1% | 235 | -50.0% | 0.04% | -48.6% |
| SYY | Sell | SYSCO CORP COM0 | $45,358 | -4.1% | 611 | -0.2% | 0.04% | -2.8% |
| WFC | Sell | WELLS FARGO CO NEW COM0 | $44,647 | +4.4% | 1,046 | -8.6% | 0.04% | +9.4% |
| EEM | Sell | ISHARES MSCI EMERGING MARKETS ETF0 | $45,119 | -10.9% | 1,141 | -11.1% | 0.04% | -7.9% |
| TTD | THE TRADE DESK INC COM CL A0 | $45,869 | +26.8% | 594 | 0.0% | 0.04% | +29.6% | |
| IYF | Buy | ISHARES U.S. FINANCIALS ETF0 | $44,316 | +5.3% | 594 | +0.3% | 0.03% | +6.2% |
| VEA | Buy | VANGUARD FTSE DEVELOPED MARKETS ETF0 | $43,719 | +3.2% | 947 | +1.0% | 0.03% | +6.2% |
| IAU | ISHARES GOLD TRUST0 | $44,105 | -2.6% | 1,212 | 0.0% | 0.03% | 0.0% | |
| CVS | Sell | CVS HEALTH CORP COM0 | $42,510 | -7.3% | 615 | -0.3% | 0.03% | -5.7% |
| NFLX | Sell | NETFLIX INC COM0 | $43,168 | +25.0% | 98 | -2.0% | 0.03% | +26.9% |
| EMN | Sell | EASTMAN CHEM CO COM0 | $42,967 | -12.9% | 513 | -12.3% | 0.03% | -10.8% |
| SDY | Buy | SPDR S&P DIVIDEND ETF0 | $42,679 | -0.3% | 348 | +0.6% | 0.03% | +3.1% |
| PINS | Sell | PINTEREST INC CL A0 | $41,229 | -10.6% | 1,508 | -10.9% | 0.03% | -8.6% |
| SBUX | Sell | STARBUCKS CORP COM0 | $41,921 | -32.7% | 423 | -29.3% | 0.03% | -31.9% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO COM0 | $40,166 | -42.7% | 628 | -37.9% | 0.03% | -41.5% |
| VCIT | Buy | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF0 | $39,807 | -0.6% | 504 | +1.0% | 0.03% | +3.3% |
| FSK | Sell | FS KKR CAP CORP COM0 | $39,464 | +0.8% | 2,058 | -2.7% | 0.03% | +3.3% |
| BNDX | Buy | VANGUARD TOTAL INTERNATIONAL BOND ETF0 | $40,294 | +0.3% | 824 | +0.4% | 0.03% | +3.3% |
| EFA | Sell | ISHARES MSCI EAFE ETF0 | $39,212 | -14.7% | 541 | -15.9% | 0.03% | -14.3% |
| CMCSA | Buy | COMCAST CORP NEW CL A0 | $38,236 | +10.2% | 920 | +0.5% | 0.03% | +15.4% |
| LNC | New | LINCOLN NATL CORP IND COM0 | $38,640 | – | 1,500 | +100.0% | 0.03% | – |
| VXUS | Buy | VANGUARD TOTAL INTERNATIONAL STOCK ETF0 | $38,432 | +2.5% | 685 | +0.9% | 0.03% | +7.1% |
| V | Sell | VISA INC COM CL A0 | $39,325 | +4.3% | 166 | -0.6% | 0.03% | +7.1% |
| FB | Sell | META PLATFORMS INC CL A0 | $37,020 | +27.5% | 129 | -5.8% | 0.03% | +31.8% |
| FE | Buy | FIRSTENERGY CORP COM0 | $37,892 | -1.9% | 975 | +1.1% | 0.03% | 0.0% |
| IWD | Buy | ISHARES RUSSELL 1000 VALUE ETF0 | $37,685 | +4.1% | 239 | +0.4% | 0.03% | +7.4% |
| PFF | Sell | ISHARES PREFERRED & INCOME SECURITIES ETF0 | $37,481 | -32.6% | 1,212 | -31.9% | 0.03% | -31.0% |
| ANET | Sell | ARISTA NETWORKS INC COM0 | $36,626 | -4.7% | 226 | -1.3% | 0.03% | -3.4% |
| PCY | Buy | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF0 | $35,924 | +3.4% | 1,843 | +1.7% | 0.03% | +7.7% |
| XAR | SPDR S&P AEROSPACE & DEFENSE ETF0 | $36,711 | +4.1% | 302 | 0.0% | 0.03% | +3.7% | |
| DKS | Buy | DICKS SPORTING GOODS INC COM0 | $35,792 | -6.3% | 271 | +0.7% | 0.03% | -3.4% |
| TNL | TRAVEL PLUS LEISURE CO COM0 | $35,167 | +2.9% | 872 | 0.0% | 0.03% | +3.8% | |
| IWR | Buy | ISHARES RUSSELL MIDCAP ETF0 | $33,424 | +4.7% | 458 | +0.4% | 0.03% | +8.3% |
| DOCU | Sell | DOCUSIGN INC COM0 | $33,004 | -26.3% | 646 | -15.9% | 0.03% | -23.5% |
| ISCV | Buy | ISHARES MORNINGSTAR SMALL CAP VALUE ETF0 | $34,142 | +4.1% | 632 | +0.5% | 0.03% | +4.0% |
| NI | Buy | NISOURCE INC COM0 | $33,859 | -1.3% | 1,238 | +0.9% | 0.03% | 0.0% |
| CRWD | Sell | CROWDSTRIKE HLDGS INC CL A0 | $33,193 | -25.8% | 226 | -30.7% | 0.03% | -23.5% |
| CRM | Sell | SALESFORCE INC COM0 | $33,590 | -18.0% | 159 | -22.4% | 0.03% | -16.1% |
| WH | WYNDHAM HOTELS & RESORTS INC COM0 | $33,394 | +1.1% | 487 | 0.0% | 0.03% | +4.0% | |
| ASML | ASML HOLDING N V N Y REGISTRY SHS0 | $31,997 | +6.7% | 44 | 0.0% | 0.02% | +8.7% | |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP COM0 | $32,292 | -8.4% | 330 | -8.3% | 0.02% | -7.4% |
| GILD | Sell | GILEAD SCIENCES INC COM0 | $32,716 | -12.4% | 425 | -5.6% | 0.02% | -10.7% |
| ESGD | Buy | ISHARES ESG AWARE MSCI EAFE ETF0 | $30,571 | +3.4% | 419 | +1.9% | 0.02% | +9.1% |
| WCBR | WISDOMTREE CYBERSECURITY FUND0 | $31,020 | +5.3% | 1,601 | 0.0% | 0.02% | +9.1% | |
| New | PROSHARES BITCOIN STRATEGY ETF0 | $31,456 | – | 1,853 | +100.0% | 0.02% | – | |
| IHE | ISHARES U.S. PHARMACEUTICALS ETF0 | $30,328 | +2.5% | 169 | 0.0% | 0.02% | +4.5% | |
| DDOG | Sell | DATADOG INC CL A COM0 | $30,301 | +4.8% | 308 | -22.6% | 0.02% | +4.5% |
| QCOM | Sell | QUALCOMM INC COM0 | $29,427 | -12.7% | 247 | -6.4% | 0.02% | -8.0% |
| Buy | PHILLIPS EDISON & CO INC COMMON STOCK0 | $29,802 | +5.4% | 874 | +0.9% | 0.02% | +9.5% | |
| KBE | Sell | SPDR S&P BANK ETF0 | $29,388 | -8.4% | 816 | -5.7% | 0.02% | -4.2% |
| ODFL | Sell | OLD DOMINION FREIGHT LINE INC COM0 | $28,059 | -1.8% | 76 | -9.5% | 0.02% | 0.0% |
| MOO | VANECK AGRIBUSINESS ETF0 | $27,995 | -5.9% | 343 | 0.0% | 0.02% | 0.0% | |
| RWL | Buy | INVESCO S&P 500 REVENUE ETF0 | $28,090 | +5.5% | 351 | +0.3% | 0.02% | +10.0% |
| AXP | Sell | AMERICAN EXPRESS CO COM0 | $27,825 | +0.3% | 160 | -4.8% | 0.02% | +4.8% |
| IYG | ISHARES US FINANCIAL SERVICES ETF0 | $26,578 | +5.1% | 168 | 0.0% | 0.02% | +10.5% | |
| UNH | Sell | UNITEDHEALTH GROUP INC COM0 | $27,024 | -24.7% | 56 | -26.3% | 0.02% | -22.2% |
| PANW | Sell | PALO ALTO NETWORKS INC COM0 | $27,595 | +20.1% | 108 | -6.1% | 0.02% | +23.5% |
| IXC | Buy | ISHARES GLOBAL ENERGY ETF0 | $26,638 | +0.5% | 716 | +2.0% | 0.02% | +5.0% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC COM0 | $25,579 | -17.1% | 898 | +0.7% | 0.02% | -13.0% |
| APPN | Buy | APPIAN CORP CL A0 | $26,513 | +17.8% | 557 | +9.9% | 0.02% | +17.6% |
| GLOBALFOUNDRIES INC ORDINARY SHARES0 | $26,284 | -10.5% | 407 | 0.0% | 0.02% | -9.1% | ||
| ADBE | ADOBE SYSTEMS INCORPORATED COM0 | $25,427 | +26.9% | 52 | 0.0% | 0.02% | +33.3% | |
| IGE | Buy | ISHARES NORTH AMERICAN NATURAL RESOURCES ETF0 | $24,467 | -0.3% | 630 | +0.6% | 0.02% | 0.0% |
| UPRO | Buy | PROSHARES ULTRAPRO S&P5000 | $24,135 | +27.8% | 509 | +3.9% | 0.02% | +35.7% |
| BG | Buy | BUNGE LIMITED COM0 | $24,123 | +2.1% | 256 | +3.6% | 0.02% | +5.6% |
| UI | Buy | UBIQUITI INC COM0 | $24,546 | -35.1% | 140 | +0.7% | 0.02% | -34.5% |
| CWH | Buy | CAMPING WORLD HLDGS INC CL A0 | $24,496 | +47.4% | 814 | +2.3% | 0.02% | +46.2% |
| IXG | Buy | ISHARES GLOBAL FINANCIALS ETF0 | $24,388 | +5.3% | 341 | +1.8% | 0.02% | +11.8% |
| GLD | Sell | SPDR GOLD SHARES0 | $22,640 | -42.5% | 127 | -40.9% | 0.02% | -40.0% |
| HYG | Buy | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF0 | $23,772 | +0.7% | 317 | +1.6% | 0.02% | 0.0% |
| PAYC | Buy | PAYCOM SOFTWARE INC COM0 | $22,836 | +23.1% | 71 | +16.4% | 0.02% | +28.6% |
| IWP | Sell | ISHARES RUSSELL MID-CAP GROWTH ETF0 | $21,609 | -18.0% | 224 | -22.5% | 0.02% | -15.0% |
| STIP | Buy | ISHARES 0-5 YEAR TIPS BOND ETF0 | $22,236 | -0.6% | 228 | +0.9% | 0.02% | 0.0% |
| EAGG | Buy | ISHARES ESG AWARE US AGGREGATE BOND ETF0 | $21,634 | -1.1% | 459 | +0.9% | 0.02% | 0.0% |
| INTC | Buy | INTEL CORP COM0 | $21,422 | +34.4% | 641 | +31.4% | 0.02% | +41.7% |
| QSR | Buy | RESTAURANT BRANDS INTL INC COM0 | $22,039 | +16.1% | 284 | +0.4% | 0.02% | +21.4% |
| BA | BOEING CO COM0 | $22,172 | -0.6% | 105 | 0.0% | 0.02% | 0.0% | |
| AXON | Sell | AXON ENTERPRISE INC COM0 | $21,658 | -31.7% | 111 | -21.3% | 0.02% | -29.2% |
| SHY | Buy | ISHARES 1-3 YEAR TREASURY BOND ETF0 | $20,513 | -0.6% | 253 | +0.8% | 0.02% | 0.0% |
| UDN | INVESCO DB US DOLLAR INDEX BEARISH FUND0 | $20,839 | +0.2% | 1,108 | 0.0% | 0.02% | 0.0% | |
| IDV | Buy | ISHARES INTERNATIONAL SELECT DIVIDEND ETF0 | $20,090 | -1.6% | 763 | +2.7% | 0.02% | +6.7% |
| HYMB | SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF0 | $21,158 | -0.1% | 846 | 0.0% | 0.02% | 0.0% | |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF0 | $20,673 | +3.8% | 188 | 0.0% | 0.02% | +6.7% | |
| LQD | Buy | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF0 | $20,559 | -0.4% | 190 | +1.1% | 0.02% | 0.0% |
| CBU | Buy | COMMUNITY BK SYS INC COM0 | $20,768 | -9.9% | 443 | +0.9% | 0.02% | -5.9% |
| ABNB | Sell | AIRBNB INC COM CL A0 | $21,018 | -33.2% | 164 | -35.2% | 0.02% | -33.3% |
| RGEN | Sell | REPLIGEN CORP COM0 | $21,219 | -34.4% | 150 | -21.9% | 0.02% | -33.3% |
| FDX | FEDEX CORP COM0 | $18,853 | +8.7% | 76 | 0.0% | 0.02% | +15.4% | |
| ENB | Sell | ENBRIDGE INC COM0 | $19,308 | -22.6% | 520 | -20.5% | 0.02% | -21.1% |
| RDFN | REDFIN CORP COM0 | $19,810 | +37.1% | 1,595 | 0.0% | 0.02% | +36.4% | |
| UNM | Buy | UNUM GROUP COM0 | $19,705 | +21.4% | 413 | +0.7% | 0.02% | +25.0% |
| EWX | Buy | SPDR S&P EMERGING MARKETS SMALL CAP ETF0 | $19,263 | +4.6% | 367 | +1.1% | 0.02% | +7.1% |
| ESGV | Buy | VANGUARD ESG U.S. STOCK ETF0 | $18,903 | +19.5% | 241 | +9.0% | 0.02% | +25.0% |
| LINDE PLC SHS0 | $19,413 | +7.6% | 51 | 0.0% | 0.02% | +7.1% | ||
| FPX | FIRST TRUST US EQUITY OPPORTUNITIES ETF0 | $17,585 | +5.0% | 199 | 0.0% | 0.01% | +7.7% | |
| XLE | Sell | ENERGY SELECT SECTOR SPDR FUND0 | $18,523 | -23.4% | 228 | -21.9% | 0.01% | -22.2% |
| FTNT | Sell | FORTINET INC COM0 | $18,746 | +8.9% | 248 | -4.2% | 0.01% | +7.7% |
| ATVI | ACTIVISION BLIZZARD INC COM0 | $17,497 | -1.5% | 208 | 0.0% | 0.01% | +7.7% | |
| DAL | DELTA AIR LINES INC DEL COM NEW0 | $17,467 | +36.1% | 367 | 0.0% | 0.01% | +40.0% | |
| DEM | Buy | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND0 | $18,053 | +3.0% | 472 | +1.9% | 0.01% | +7.7% |
| WARNER BROS DISCOVERY INC COM SER A0 | $17,468 | -17.0% | 1,393 | 0.0% | 0.01% | -12.5% | ||
| REGN | REGENERON PHARMACEUTICALS COM0 | $17,964 | -12.5% | 25 | 0.0% | 0.01% | -12.5% | |
| NET | Sell | CLOUDFLARE INC CL A COM0 | $17,585 | -3.0% | 269 | -8.5% | 0.01% | 0.0% |
| BLL | Buy | BALL CORP COM0 | $17,477 | +6.0% | 300 | +0.3% | 0.01% | +16.7% |
| IYZ | Sell | ISHARES U.S. TELECOMMUNICATIONS ETF0 | $18,094 | -40.5% | 819 | -37.7% | 0.01% | -39.1% |
| UBER | Buy | UBER TECHNOLOGIES INC COM0 | $16,836 | +37.9% | 390 | +1.3% | 0.01% | +44.4% |
| MDB | Sell | MONGODB INC CL A0 | $16,851 | +36.4% | 41 | -22.6% | 0.01% | +44.4% |
| DXCM | Sell | DEXCOM INC COM0 | $16,963 | -24.0% | 132 | -31.2% | 0.01% | -23.5% |
| ZM | ZOOM VIDEO COMMUNICATIONS INC CL A0 | $16,698 | -8.1% | 246 | 0.0% | 0.01% | -7.1% | |
| TROW | Sell | PRICE T ROWE GROUP INC COM0 | $16,883 | -29.8% | 151 | -29.1% | 0.01% | -27.8% |
| SRLN | Buy | SPDR BLACKSTONE SENIOR LOAN ETF0 | $17,434 | +3.1% | 416 | +2.0% | 0.01% | 0.0% |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF0 | $16,937 | +10.3% | 173 | 0.0% | 0.01% | +8.3% | |
| GWX | Buy | SPDR S&P INTERNATIONAL SMALL CAP ETF0 | $15,697 | +0.1% | 514 | +1.6% | 0.01% | 0.0% |
| KMB | Buy | KIMBERLY-CLARK CORP COM0 | $15,541 | +3.6% | 113 | +0.9% | 0.01% | +9.1% |
| KMI | Sell | KINDER MORGAN INC DEL COM0 | $15,283 | -50.1% | 888 | -49.2% | 0.01% | -47.8% |
| FLGT | FULGENT GENETICS INC COM0 | $14,923 | +18.6% | 403 | 0.0% | 0.01% | +33.3% | |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF0 | $15,302 | +7.1% | 63 | 0.0% | 0.01% | +9.1% | |
| LYV | LIVE NATION ENTERTAINMENT INC COM0 | $16,035 | +30.2% | 176 | 0.0% | 0.01% | +33.3% | |
| PTC | PTC INC COM0 | $15,368 | +11.0% | 108 | 0.0% | 0.01% | +20.0% | |
| LMT | Sell | LOCKHEED MARTIN CORP COM0 | $16,113 | -39.0% | 35 | -37.5% | 0.01% | -40.0% |
| VBK | Sell | VANGUARD SMALL-CAP GROWTH ETF0 | $14,881 | -25.8% | 65 | -30.1% | 0.01% | -20.0% |
| SEDG | Sell | SOLAREDGE TECHNOLOGIES INC COM0 | $16,143 | -14.3% | 60 | -3.2% | 0.01% | -14.3% |
| DTE | Buy | DTE ENERGY CO COM0 | $15,590 | +1.3% | 142 | +0.7% | 0.01% | 0.0% |
| FTHY | Buy | FIRST TR HIGH YIELD OPPRT 2027 COM0 | $15,031 | +1.1% | 1,096 | +2.9% | 0.01% | +9.1% |
| EFV | Buy | ISHARES MSCI EAFE VALUE ETF0 | $16,023 | +3.6% | 327 | +2.5% | 0.01% | 0.0% |
| PULS | Sell | PGIM ULTRA SHORT BOND ETF0 | $16,083 | -9.6% | 325 | -10.0% | 0.01% | -7.7% |
| SPGI | S&P GLOBAL INC COM0 | $15,217 | +16.6% | 38 | 0.0% | 0.01% | +20.0% | |
| IXN | Buy | ISHARES GLOBAL TECH ETF0 | $15,050 | +14.7% | 242 | +0.4% | 0.01% | +20.0% |
| CSGP | COSTAR GROUP INC COM0 | $15,842 | +29.3% | 178 | 0.0% | 0.01% | +33.3% | |
| MNST | MONSTER BEVERAGE CORP NEW COM0 | $15,739 | +6.4% | 274 | 0.0% | 0.01% | +9.1% | |
| ITW | Sell | ILLINOIS TOOL WKS INC COM0 | $16,132 | -37.2% | 64 | -39.6% | 0.01% | -36.8% |
| STAA | STAAR SURGICAL CO COM PAR $0.010 | $14,509 | -17.8% | 276 | 0.0% | 0.01% | -15.4% | |
| ADP | Sell | AUTOMATIC DATA PROCESSING INC COM0 | $14,788 | -35.9% | 67 | -35.6% | 0.01% | -35.3% |
| PWC | INVESCO DYNAMIC MARKET ETF0 | $14,768 | +5.3% | 127 | 0.0% | 0.01% | 0.0% | |
| SUSC | Buy | ISHARES ESG AWARE USD CORPORATE BOND ETF0 | $14,256 | -0.2% | 627 | +1.0% | 0.01% | 0.0% |
| ISRG | Sell | INTUITIVE SURGICAL INC COM NEW0 | $13,678 | -20.1% | 40 | -40.3% | 0.01% | -15.4% |
| CAG | Buy | CONAGRA BRANDS INC COM0 | $14,413 | -9.4% | 427 | +0.9% | 0.01% | -8.3% |
| COP | Sell | CONOCOPHILLIPS COM0 | $13,894 | -25.1% | 134 | -28.3% | 0.01% | -21.4% |
| ORCC | Buy | OWL ROCK CAPITAL CORPORATION COM0 | $14,597 | +9.6% | 1,088 | +3.0% | 0.01% | +10.0% |
| JBT | JOHN BEAN TECHNOLOGIES CORP COM0 | $14,148 | +11.1% | 117 | 0.0% | 0.01% | +10.0% | |
| NEE | Sell | NEXTERA ENERGY INC COM0 | $14,530 | -7.9% | 196 | -4.4% | 0.01% | -8.3% |
| GGG | GRACO INC COM0 | $13,728 | +18.6% | 159 | 0.0% | 0.01% | +22.2% | |
| KTB | Sell | KONTOOR BRANDS INC COM0 | $14,875 | -18.7% | 353 | -6.6% | 0.01% | -21.4% |
| MET | Sell | METLIFE INC COM0 | $13,745 | -7.6% | 243 | -5.4% | 0.01% | 0.0% |
| AVGO | Sell | BROADCOM INC COM0 | $14,329 | -28.2% | 17 | -45.2% | 0.01% | -26.7% |
| MDLZ | Buy | MONDELEZ INTL INC CL A0 | $13,100 | +5.1% | 180 | +0.6% | 0.01% | +11.1% |
| SPLK | SPLUNK INC COM0 | $12,625 | +10.6% | 119 | 0.0% | 0.01% | +11.1% | |
| TTWO | Sell | TAKE-TWO INTERACTIVE SOFTWARE COM0 | $13,539 | +3.2% | 92 | -16.4% | 0.01% | 0.0% |
| VFH | VANGUARD FINANCIALS ETF0 | $12,797 | +908.4% | 158 | 0.0% | 0.01% | +900.0% | |
| New | BLACKSKY TECHNOLOGY INC COM CL A0 | $13,320 | – | 6,000 | +100.0% | 0.01% | – | |
| CTRE | Sell | CARETRUST REIT INC COM0 | $12,812 | -54.5% | 645 | -55.1% | 0.01% | -52.4% |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS0 | $12,753 | -18.4% | 153 | 0.0% | 0.01% | -16.7% | |
| HUN | Buy | HUNTSMAN CORP COM0 | $13,556 | -0.3% | 502 | +1.0% | 0.01% | 0.0% |
| KXI | Buy | ISHARES GLOBAL CONSUMER STAPLES ETF0 | $12,672 | -0.2% | 207 | +1.0% | 0.01% | 0.0% |
| LGIH | Sell | LGI HOMES INC COM0 | $13,489 | -34.3% | 100 | -44.4% | 0.01% | -33.3% |
| EL | LAUDER ESTEE COS INC CL A0 | $13,239 | -20.0% | 67 | 0.0% | 0.01% | -16.7% | |
| NRG | Buy | NRG ENERGY INC COM NEW0 | $12,857 | +9.9% | 344 | +0.9% | 0.01% | +11.1% |
| PDM | Buy | PIEDMONT OFFICE REALTY TR INC COM CL A0 | $13,359 | +2.6% | 1,838 | +3.0% | 0.01% | 0.0% |
| SPG | Sell | SIMON PPTY GROUP INC NEW COM0 | $12,433 | -16.2% | 108 | -18.2% | 0.01% | -9.1% |
| OSK | Sell | OSHKOSH CORP COM0 | $11,001 | -35.0% | 127 | -37.7% | 0.01% | -30.8% |
| ZS | Sell | ZSCALER INC COM0 | $11,704 | -19.9% | 80 | -36.0% | 0.01% | -18.2% |
| TECH | BIO-TECHNE CORP COM0 | $11,493 | +10.1% | 141 | 0.0% | 0.01% | +12.5% | |
| AIQ | New | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF0 | $11,184 | – | 400 | +100.0% | 0.01% | – |
| GDX | VANECK GOLD MINERS ETF0 | $11,520 | -6.9% | 383 | 0.0% | 0.01% | 0.0% | |
| KODK | Buy | EASTMAN KODAK CO COM NEW0 | $11,439 | +312.7% | 2,476 | +266.3% | 0.01% | +350.0% |
| JPME | Buy | JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF0 | $11,207 | +3.4% | 127 | +0.8% | 0.01% | +12.5% |
| DUK | Sell | DUKE ENERGY CORP NEW COM NEW0 | $11,752 | -45.0% | 131 | -41.0% | 0.01% | -43.8% |
| LKQ | Buy | LKQ CORP COM0 | $11,770 | +3.2% | 202 | +0.5% | 0.01% | 0.0% |
| FCNCA | FIRST CTZNS BANCSHARES INC N C CL A0 | $11,728 | +32.0% | 9 | 0.0% | 0.01% | +28.6% | |
| CSX | Sell | CSX CORP COM0 | $11,878 | +2.2% | 348 | -10.3% | 0.01% | 0.0% |
| BNDW | Buy | VANGUARD TOTAL WORLD BOND ETF0 | $11,681 | -0.2% | 171 | +0.6% | 0.01% | 0.0% |
| Sell | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK0 | $11,622 | -18.1% | 143 | -17.3% | 0.01% | -18.2% | |
| APTV | APTIV PLC SHS0 | $11,026 | -9.0% | 108 | 0.0% | 0.01% | 0.0% | |
| CPT | Buy | CAMDEN PPTY TR SH BEN INT0 | $12,240 | +32.7% | 112 | +27.3% | 0.01% | +28.6% |
| EW | EDWARDS LIFESCIENCES CORP COM0 | $11,320 | +14.0% | 120 | 0.0% | 0.01% | +28.6% | |
| ALLY | Buy | ALLY FINL INC COM0 | $11,523 | +6.7% | 427 | +0.7% | 0.01% | +12.5% |
| GIS | Buy | GENERAL MLS INC COM0 | $10,342 | -9.7% | 135 | +0.7% | 0.01% | -11.1% |
| MPC | Buy | MARATHON PETE CORP COM0 | $9,972 | -12.9% | 86 | +1.2% | 0.01% | -11.1% |
| INTU | Sell | INTUIT COM0 | $10,196 | -5.5% | 22 | -8.3% | 0.01% | 0.0% |
| CI | THE CIGNA GROUP COM0 | $10,886 | +10.3% | 39 | 0.0% | 0.01% | +14.3% | |
| TRV | Buy | TRAVELERS COMPANIES INC COM0 | $10,712 | +1.9% | 62 | +1.6% | 0.01% | 0.0% |
| DHR | Sell | DANAHER CORPORATION COM0 | $9,879 | -16.8% | 41 | -12.8% | 0.01% | -11.1% |
| LMND | Sell | LEMONADE INC COM0 | $10,059 | +11.4% | 597 | -5.7% | 0.01% | +14.3% |
| DRI | Buy | DARDEN RESTAURANTS INC COM0 | $10,944 | +8.5% | 66 | +1.5% | 0.01% | 0.0% |
| SMG | Buy | SCOTTS MIRACLE-GRO CO CL A0 | $9,719 | -9.3% | 155 | +0.6% | 0.01% | 0.0% |
| OKTA | OKTA INC CL A0 | $10,680 | -19.6% | 154 | 0.0% | 0.01% | -20.0% | |
| BSV | Buy | VANGUARD SHORT-TERM BOND ETF0 | $10,251 | -0.7% | 136 | +0.7% | 0.01% | 0.0% |
| ROKU | Sell | ROKU INC COM CL A0 | $10,553 | -4.6% | 165 | -1.8% | 0.01% | 0.0% |
| BTI | Buy | BRITISH AMERN TOB PLC SPONSORED ADR0 | $10,752 | -3.6% | 324 | +2.2% | 0.01% | 0.0% |
| GPN | GLOBAL PMTS INC COM0 | $10,571 | -6.1% | 107 | 0.0% | 0.01% | -11.1% | |
| SITE | SITEONE LANDSCAPE SUPPLY INC COM0 | $9,874 | +22.3% | 59 | 0.0% | 0.01% | +33.3% | |
| SONY | Sell | SONY GROUP CORPORATION SPONSORED ADR0 | $8,827 | -4.4% | 98 | -3.9% | 0.01% | 0.0% |
| SCCO | Buy | SOUTHERN COPPER CORP COM0 | $9,388 | -4.6% | 131 | +1.6% | 0.01% | 0.0% |
| ADSK | AUTODESK INC COM0 | $9,207 | -1.7% | 45 | 0.0% | 0.01% | 0.0% | |
| SQ | BLOCK INC CL A0 | $8,854 | -3.0% | 133 | 0.0% | 0.01% | 0.0% | |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF0 | $8,570 | +3.9% | 57 | 0.0% | 0.01% | +16.7% | |
| MTN | VAIL RESORTS INC COM0 | $8,556 | +8.7% | 34 | 0.0% | 0.01% | +16.7% | |
| DBO | INVESCO DB OIL FUND0 | $8,530 | -3.1% | 604 | 0.0% | 0.01% | 0.0% | |
| ATLASSIAN CORPORATION CL A0 | $9,062 | -2.0% | 54 | 0.0% | 0.01% | 0.0% | ||
| C | Buy | CITIGROUP INC COM NEW0 | $9,352 | -0.7% | 203 | +1.0% | 0.01% | 0.0% |
| XLU | Buy | UTILITIES SELECT SECTOR SPDR FUND0 | $9,269 | -2.5% | 142 | +0.7% | 0.01% | 0.0% |
| TSCO | TRACTOR SUPPLY CO COM0 | $9,175 | -5.5% | 41 | 0.0% | 0.01% | 0.0% | |
| APH | AMPHENOL CORP NEW CL A0 | $9,021 | +4.2% | 106 | 0.0% | 0.01% | 0.0% | |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF0 | $8,588 | +4.7% | 152 | 0.0% | 0.01% | +16.7% | |
| ERF | ENERPLUS CORP COM0 | $9,275 | +0.4% | 641 | 0.0% | 0.01% | 0.0% | |
| TT | Buy | TRANE TECHNOLOGIES PLC SHS0 | $9,683 | +4.4% | 51 | +2.0% | 0.01% | 0.0% |
| CWST | CASELLA WASTE SYS INC CL A0 | $9,045 | +9.4% | 100 | 0.0% | 0.01% | +16.7% | |
| IJJ | Buy | ISHARES S&P MID-CAP 400 VALUE ETF0 | $9,061 | +4.5% | 85 | +1.2% | 0.01% | 0.0% |
| ENTG | ENTEGRIS INC COM0 | $9,241 | +35.3% | 83 | 0.0% | 0.01% | +40.0% | |
| BC | BRUNSWICK CORP COM0 | $7,972 | +6.1% | 92 | 0.0% | 0.01% | 0.0% | |
| BOMN | BOSTON OMAHA CORP CL A COM STK0 | $8,262 | -20.5% | 439 | 0.0% | 0.01% | -25.0% | |
| Sell | RIVIAN AUTOMOTIVE INC COM CL A0 | $8,080 | -17.8% | 485 | -23.6% | 0.01% | -14.3% | |
| RBLX | ROBLOX CORP CL A0 | $7,173 | -10.4% | 178 | 0.0% | 0.01% | 0.0% | |
| AEP | Buy | AMERICAN ELEC PWR CO INC COM0 | $7,567 | +6.6% | 90 | +15.4% | 0.01% | +20.0% |
| UPST | UPSTART HLDGS INC COM0 | $7,520 | +125.4% | 210 | 0.0% | 0.01% | +100.0% | |
| UNG | UNITED STATES NATURAL GAS FUND LP0 | $7,554 | +6.9% | 1,018 | 0.0% | 0.01% | +20.0% | |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS0 | $7,625 | -71.2% | 76 | -73.2% | 0.01% | -70.0% |
| VGSH | Buy | VANGUARD SHORT-TERM TREASURY ETF0 | $8,141 | -0.6% | 141 | +0.7% | 0.01% | 0.0% |
| LUV | SOUTHWEST AIRLS CO COM0 | $8,289 | +11.3% | 229 | 0.0% | 0.01% | 0.0% | |
| IGOV | ISHARES INTERNATIONAL TREASURY BOND ETF0 | $7,981 | -1.5% | 202 | 0.0% | 0.01% | 0.0% | |
| Z | Sell | ZILLOW GROUP INC CL C CAP STK0 | $7,187 | -31.2% | 143 | -39.1% | 0.01% | -25.0% |
| CNYA | Buy | ISHARES MSCI CHINA A ETF0 | $7,930 | -10.5% | 272 | +0.4% | 0.01% | -14.3% |
| SPOT | SPOTIFY TECHNOLOGY S A SHS0 | $7,706 | +20.1% | 48 | 0.0% | 0.01% | +20.0% | |
| GRES | Buy | IQ GLOBAL RESOURCES ETF0 | $7,960 | -2.5% | 243 | +1.2% | 0.01% | 0.0% |
| NICE | Sell | NICE LTD SPONSORED ADR0 | $8,054 | -20.0% | 39 | -11.4% | 0.01% | -25.0% |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF0 | $7,166 | -1.5% | 62 | 0.0% | 0.01% | +20.0% | |
| ZTS | Sell | ZOETIS INC CL A0 | $8,352 | -6.0% | 48 | -9.4% | 0.01% | -14.3% |
| HYUP | Buy | XTRACKERS HIGH BETA HIGH YIELD BOND ETF0 | $7,937 | +1.9% | 200 | +2.0% | 0.01% | 0.0% |
| CCI | Sell | CROWN CASTLE INC COM0 | $8,042 | -20.8% | 71 | -6.6% | 0.01% | -25.0% |
| VIACA | PARAMOUNT GLOBAL CLASS A COM0 | $7,532 | -28.2% | 406 | 0.0% | 0.01% | -25.0% | |
| CLVT | CLARIVATE PLC ORD SHS0 | $7,271 | +1.5% | 763 | 0.0% | 0.01% | +20.0% | |
| PGX | Buy | INVESCO PREFERRED ETF0 | $7,519 | +0.7% | 661 | +1.5% | 0.01% | 0.0% |
| TQQQ | Buy | PROSHARES ULTRAPRO QQQ0 | $8,275 | +45.6% | 202 | +0.5% | 0.01% | +50.0% |
| SNOW | Sell | SNOWFLAKE INC CL A0 | $7,919 | -5.0% | 45 | -16.7% | 0.01% | 0.0% |
| AVB | Sell | AVALONBAY CMNTYS INC COM0 | $8,269 | -56.8% | 44 | -61.4% | 0.01% | -57.1% |
| HPQ | Sell | HP INC COM0 | $6,706 | -21.3% | 218 | -24.8% | 0.01% | -16.7% |
| PCH | Buy | POTLATCHDELTIC CORPORATION COM0 | $6,997 | +7.7% | 132 | +0.8% | 0.01% | 0.0% |
| GNOM | New | GLOBAL X GENOMICS & BIOTECHNOLOGY ETF0 | $6,060 | – | 500 | +100.0% | 0.01% | – |
| LRCX | Sell | LAM RESEARCH CORP COM0 | $5,928 | -8.8% | 9 | -25.0% | 0.01% | 0.0% |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE CO COM0 | $6,860 | +6.3% | 408 | +0.7% | 0.01% | 0.0% |
| TDOC | Sell | TELADOC HEALTH INC COM0 | $6,533 | -9.3% | 258 | -7.2% | 0.01% | 0.0% |
| NBIX | Sell | NEUROCRINE BIOSCIENCES INC COM0 | $6,978 | -9.3% | 74 | -2.6% | 0.01% | -16.7% |
| CHWY | Buy | CHEWY INC CL A0 | $6,118 | +25.9% | 155 | +19.2% | 0.01% | +25.0% |
| DELL | Buy | DELL TECHNOLOGIES INC CL C0 | $6,434 | +35.7% | 119 | +0.8% | 0.01% | +25.0% |
| ETSY | Sell | ETSY INC COM0 | $5,838 | -41.1% | 69 | -22.5% | 0.01% | -28.6% |
| BL | BLACKLINE INC COM0 | $5,920 | -19.9% | 110 | 0.0% | 0.01% | -16.7% | |
| New | GLOBAL X BLOCKCHAIN ETF0 | $6,168 | – | 200 | +100.0% | 0.01% | – | |
| PRFZ | INVESCO FTSE RAFI US 1500 SMALL-MID ETF0 | $6,658 | +4.9% | 39 | 0.0% | 0.01% | 0.0% | |
| TREX | TREX CO INC COM0 | $6,556 | +34.7% | 100 | 0.0% | 0.01% | +25.0% | |
| AMGN | Sell | AMGEN INC COM0 | $5,928 | -53.2% | 27 | -48.1% | 0.01% | -50.0% |
| SHV | Buy | ISHARES SHORT TREASURY BOND ETF0 | $6,493 | +1.1% | 59 | +1.7% | 0.01% | 0.0% |
| ALGN | ALIGN TECHNOLOGY INC COM0 | $6,366 | +5.8% | 18 | 0.0% | 0.01% | 0.0% | |
| IYJ | Buy | ISHARES U.S. INDUSTRIALS ETF0 | $6,739 | +6.2% | 64 | +1.6% | 0.01% | 0.0% |
| XLC | COMMUNICATION SERVICES SELECT SECTOR SPDR FUND0 | $6,685 | +12.4% | 103 | 0.0% | 0.01% | +25.0% | |
| TD | Buy | TORONTO DOMINION BK ONT COM NEW0 | $4,875 | +4.6% | 79 | +1.3% | 0.00% | 0.0% |
| IGF | Buy | ISHARES GLOBAL INFRASTRUCTURE ETF0 | $4,744 | -0.1% | 101 | +1.0% | 0.00% | 0.0% |
| NEM | Buy | NEWMONT CORP COM0 | $5,545 | -12.4% | 130 | +0.8% | 0.00% | -20.0% |
| NOW | Sell | SERVICENOW INC COM0 | $5,620 | -39.5% | 10 | -50.0% | 0.00% | -42.9% |
| VEEV | VEEVA SYS INC CL A COM0 | $4,943 | +7.6% | 25 | 0.0% | 0.00% | +33.3% | |
| Buy | STRIVE U.S. ENERGY ETF0 | $5,494 | +97.6% | 201 | +101.0% | 0.00% | +100.0% | |
| HDV | Sell | ISHARES CORE HIGH DIVIDEND ETF0 | $5,080 | -71.5% | 50 | -71.4% | 0.00% | -69.2% |
| JD | Buy | JD.COM INC SPON ADR CL A0 | $4,706 | -20.9% | 138 | +1.5% | 0.00% | 0.0% |
| DOW | Sell | DOW INC COM0 | $5,564 | -33.6% | 104 | -32.0% | 0.00% | -33.3% |
| DOCN | DIGITALOCEAN HLDGS INC COM0 | $4,696 | +2.5% | 117 | 0.0% | 0.00% | +33.3% | |
| AES | Buy | AES CORP COM0 | $4,539 | -13.3% | 219 | +0.9% | 0.00% | 0.0% |
| Sell | KYNDRYL HLDGS INC COMMON STOCK0 | $4,555 | -14.5% | 343 | -5.0% | 0.00% | 0.0% | |
| OGN | Sell | ORGANON & CO COMMON STOCK0 | $5,440 | -13.2% | 261 | -1.9% | 0.00% | -20.0% |
| PUBM | Sell | PUBMATIC INC COM CL A0 | $5,484 | +20.2% | 300 | -9.1% | 0.00% | +33.3% |
| CBOE | CBOE GLOBAL MKTS INC COM0 | $5,152 | +3.2% | 37 | 0.0% | 0.00% | 0.0% | |
| MCHI | Buy | ISHARES MSCI CHINA ETF0 | $4,709 | -9.5% | 105 | +1.0% | 0.00% | 0.0% |
| AY | Sell | ATLANTICA SUSTAINABLE INFR PLC SHS0 | $5,482 | -78.3% | 234 | -72.7% | 0.00% | -78.9% |
| USO | UNITED STATES OIL FUND LP0 | $4,766 | -4.4% | 75 | 0.0% | 0.00% | 0.0% | |
| BSMT | New | INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF0 | $4,964 | – | 216 | +100.0% | 0.00% | – |
| BIL | Buy | SPDR BLOOMBERG 1-3 MONTH T-BILL ETF0 | $5,781 | +1.2% | 63 | +1.6% | 0.00% | 0.0% |
| TWLO | TWILIO INC CL A0 | $4,581 | -4.5% | 72 | 0.0% | 0.00% | 0.0% | |
| U | UNITY SOFTWARE INC COM0 | $5,645 | +33.9% | 130 | 0.0% | 0.00% | +33.3% | |
| IEO | Buy | ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF0 | $5,654 | -0.4% | 67 | +1.5% | 0.00% | 0.0% |
| FSLY | FASTLY INC CL A0 | $5,062 | -11.2% | 321 | 0.0% | 0.00% | 0.0% | |
| CONFORMIS INC COM NEW0 | $3,285 | +36.0% | 1,500 | 0.0% | 0.00% | +50.0% | ||
| FLCH | Buy | FRANKLIN FTSE CHINA ETF0 | $4,198 | -9.5% | 239 | +1.3% | 0.00% | -25.0% |
| PEGA | PEGASYSTEMS INC COM0 | $3,717 | +1.8% | 75 | 0.0% | 0.00% | 0.0% | |
| MO | Sell | ALTRIA GROUP INC COM0 | $4,021 | -33.8% | 89 | -34.6% | 0.00% | -40.0% |
| AMT | Buy | AMERICAN TOWER CORP NEW COM0 | $3,858 | +143.9% | 20 | +150.0% | 0.00% | +200.0% |
| CGNX | COGNEX CORP COM0 | $3,264 | +13.2% | 58 | 0.0% | 0.00% | +50.0% | |
| MRNA | MODERNA INC COM0 | $3,281 | -20.9% | 27 | 0.0% | 0.00% | 0.0% | |
| IP | Buy | INTERNATIONAL PAPER CO COM0 | $3,654 | -10.5% | 115 | +1.8% | 0.00% | 0.0% |
| A | Sell | AGILENT TECHNOLOGIES INC COM0 | $4,359 | -19.6% | 36 | -7.7% | 0.00% | -25.0% |
| AAON | Buy | AAON INC COM PAR $0.0040 | $3,367 | -1.8% | 36 | +2.9% | 0.00% | 0.0% |
| MJ | Buy | ETFMG ALTERNATIVE HARVEST ETFMG ALTERNATIVE HARVEST0 | $3,477 | -14.2% | 1,163 | +1.0% | 0.00% | 0.0% |
| NWL | Buy | NEWELL BRANDS INC COM0 | $4,071 | -29.5% | 468 | +0.9% | 0.00% | -25.0% |
| SLV | Buy | ISHARES SILVER TRUST0 | $4,178 | +88.9% | 200 | +100.0% | 0.00% | +50.0% |
| RMD | RESMED INC COM0 | $3,332 | -0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| NCLH | NORWEGIAN CRUISE LINE HLDG LTD SHS0 | $3,266 | +61.8% | 150 | 0.0% | 0.00% | +50.0% | |
| MACK | MERRIMACK PHARMACEUTICALS INC COM NEW0 | $3,340 | +0.1% | 272 | 0.0% | 0.00% | 0.0% | |
| IMCB | ISHARES MORNINGSTAR MID-CAP ETF0 | $4,142 | +4.7% | 65 | 0.0% | 0.00% | 0.0% | |
| GMED | Sell | GLOBUS MED INC CL A0 | $4,466 | -34.8% | 75 | -38.0% | 0.00% | -40.0% |
| CTLT | CATALENT INC COM0 | $4,336 | -34.0% | 100 | 0.0% | 0.00% | -40.0% | |
| BKR | BAKER HUGHES COMPANY CL A0 | $3,902 | +10.2% | 123 | 0.0% | 0.00% | 0.0% | |
| EQH | EQUITABLE HLDGS INC COM0 | $4,454 | +7.0% | 164 | 0.0% | 0.00% | 0.0% | |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKT0 | $3,368 | +24.1% | 60 | 0.0% | 0.00% | +50.0% | |
| TEVA | Sell | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS0 | $3,693 | -47.2% | 490 | -38.0% | 0.00% | -40.0% |
| SDGR | Sell | SCHRODINGER INC COM0 | $3,494 | -8.5% | 70 | -51.7% | 0.00% | 0.0% |
| TTC | Sell | TORO CO COM0 | $3,439 | -73.9% | 34 | -71.4% | 0.00% | -70.0% |
| DTM | Buy | DT MIDSTREAM INC COMMON STOCK0 | $3,565 | +1.8% | 72 | +1.4% | 0.00% | 0.0% |
| BEN | Sell | FRANKLIN RESOURCES INC COM0 | $3,635 | -19.7% | 136 | -19.0% | 0.00% | 0.0% |
| MASI | MASIMO CORP COM0 | $3,291 | -10.8% | 20 | 0.0% | 0.00% | 0.0% | |
| ESGE | ISHARES ESG AWARE MSCI EM ETF0 | $3,367 | +1.2% | 106 | 0.0% | 0.00% | 0.0% | |
| SYK | Sell | STRYKER CORPORATION COM0 | $4,385 | -11.4% | 14 | -17.6% | 0.00% | -25.0% |
| JETS | U.S. GLOBAL JETS ETF0 | $4,316 | +15.0% | 201 | 0.0% | 0.00% | 0.0% | |
| FXH | FIRST TRUST HEALTH CARE ALPHADEX FUND0 | $3,259 | +0.8% | 30 | 0.0% | 0.00% | +50.0% | |
| DE | Sell | DEERE & CO COM0 | $2,876 | -50.4% | 7 | -50.0% | 0.00% | -50.0% |
| IUSV | Buy | ISHARES CORE S&P US VALUE ETF0 | $3,018 | +6.5% | 39 | +2.6% | 0.00% | 0.0% |
| BKF | ISHARES MSCI BIC ETF0 | $3,089 | -0.8% | 90 | 0.0% | 0.00% | 0.0% | |
| IRM | Sell | IRON MTN INC DEL COM0 | $2,910 | -61.9% | 51 | -64.6% | 0.00% | -66.7% |
| IRBT | IROBOT CORP COM0 | $2,625 | +3.7% | 58 | 0.0% | 0.00% | 0.0% | |
| BKLN | Buy | INVESCO SENIOR LOAN ETF0 | $2,555 | +3.4% | 121 | +1.7% | 0.00% | 0.0% |
| WDAY | WORKDAY INC CL A0 | $2,259 | +9.4% | 10 | 0.0% | 0.00% | 0.0% | |
| PSP | Buy | INVESCO GLOBAL LISTED PRIVATE EQUITY ETF0 | $2,803 | +6.3% | 266 | +1.9% | 0.00% | 0.0% |
| SDG | Buy | ISHARES MSCI GLOBAL SUSTAINABLE DEVELOPMENT GOALS ETF0 | $2,421 | +0.7% | 31 | +3.3% | 0.00% | 0.0% |
| ABB | Buy | ABB LTD SPONSORED ADR0 | $2,697 | +16.9% | 69 | +3.0% | 0.00% | 0.0% |
| LIACF | New | AMERICAN LITHIUM CORP COM NEW0 | $2,513 | – | 1,250 | +100.0% | 0.00% | – |
| ITT | Buy | ITT INC COM0 | $2,384 | +8.4% | 26 | +4.0% | 0.00% | 0.0% |
| HRL | Buy | HORMEL FOODS CORP COM0 | $2,154 | +1.5% | 54 | +1.9% | 0.00% | 0.0% |
| XRX | Buy | XEROX HOLDINGS CORP COM NEW0 | $1,967 | -1.7% | 132 | +1.5% | 0.00% | 0.0% |
| CYBR | CYBERARK SOFTWARE LTD SHS0 | $3,127 | +5.6% | 20 | 0.0% | 0.00% | 0.0% | |
| YUM | Buy | YUM BRANDS INC COM0 | $2,851 | +5.4% | 21 | +5.0% | 0.00% | 0.0% |
| ZBRA | Sell | ZEBRA TECHNOLOGIES CORPORATION CL A0 | $2,071 | -53.5% | 7 | -50.0% | 0.00% | -33.3% |
| KARS | KRANESHARES ELECTRIC VEHICLES & FUTURE MOBILITY INDEX ETF0 | $2,189 | +1.7% | 70 | 0.0% | 0.00% | 0.0% | |
| CEF | SPROTT PHYSICAL GOLD & SILVER TR UNIT0 | $3,154 | -4.7% | 175 | 0.0% | 0.00% | 0.0% | |
| LEN | Sell | LENNAR CORP CL A0 | $3,155 | -23.9% | 25 | -35.9% | 0.00% | -33.3% |
| FUBO | Sell | FUBOTV INC COM0 | $2,796 | +30.7% | 1,344 | -24.0% | 0.00% | 0.0% |
| MGNI | MAGNITE INC COM0 | $2,048 | +47.4% | 150 | 0.0% | 0.00% | +100.0% | |
| ANTM | ELEVANCE HEALTH INC COM0 | $2,946 | -3.0% | 7 | 0.0% | 0.00% | 0.0% | |
| FVRR | Sell | FIVERR INTL LTD ORD SHS0 | $3,069 | -31.3% | 118 | -7.8% | 0.00% | -33.3% |
| FFIV | F5 INC COM0 | $2,194 | +0.4% | 15 | 0.0% | 0.00% | 0.0% | |
| FICO | FAIR ISAAC CORP COM0 | $2,428 | +15.2% | 3 | 0.0% | 0.00% | 0.0% | |
| GLOB | New | GLOBANT S A COM0 | $2,696 | – | 15 | +100.0% | 0.00% | – |
| EA | ELECTRONIC ARTS INC COM0 | $2,631 | +7.8% | 20 | 0.0% | 0.00% | 0.0% | |
| GOOGL | Sell | ALPHABET INC CAP STK CL A0 | $2,394 | -46.3% | 20 | -53.5% | 0.00% | -33.3% |
| NEXTDOOR HOLDINGS INC COM CL A0 | $1,956 | +51.6% | 600 | 0.0% | 0.00% | +100.0% | ||
| W | Sell | WAYFAIR INC CL A0 | $2,535 | +47.6% | 39 | -22.0% | 0.00% | +100.0% |
| NUMG | NUVEEN ESG MID-CAP GROWTH ETF0 | $2,124 | +2.1% | 54 | 0.0% | 0.00% | 0.0% | |
| DBX | DROPBOX INC CL A0 | $3,200 | +23.4% | 120 | 0.0% | 0.00% | 0.0% | |
| DVN | Sell | DEVON ENERGY CORP NEW COM0 | $2,353 | -49.6% | 49 | -46.7% | 0.00% | -50.0% |
| CPNG | COUPANG INC CL A0 | $2,471 | +8.8% | 142 | 0.0% | 0.00% | 0.0% | |
| PLTR | PALANTIR TECHNOLOGIES INC CL A0 | $2,453 | +81.4% | 160 | 0.0% | 0.00% | +100.0% | |
| GILT | GILAT SATELLITE NETWORKS LTD SHS NEW0 | $2,054 | +21.7% | 330 | 0.0% | 0.00% | +100.0% | |
| ACN | Sell | ACCENTURE PLC IRELAND SHS CLASS A0 | $2,831 | -29.9% | 9 | -35.7% | 0.00% | -33.3% |
| PKI | REVVITY INC COM0 | $2,285 | -10.8% | 19 | 0.0% | 0.00% | 0.0% | |
| WIX | WIX COM LTD SHS0 | $2,347 | -21.6% | 30 | 0.0% | 0.00% | 0.0% | |
| GTLS | CHART INDS INC COM0 | $3,196 | +27.4% | 20 | 0.0% | 0.00% | 0.0% | |
| CLDX | CELLDEX THERAPEUTICS INC NEW COM NEW0 | $2,816 | -5.7% | 83 | 0.0% | 0.00% | 0.0% | |
| SH | Buy | PROSHARES SHORT S&P5000 | $2,777 | -6.3% | 200 | +1.0% | 0.00% | 0.0% |
| PSEC | Buy | PROSPECT CAP CORP COM0 | $2,158 | -8.2% | 348 | +3.0% | 0.00% | 0.0% |
| AVAV | AEROVIRONMENT INC COM0 | $2,046 | +11.6% | 20 | 0.0% | 0.00% | +100.0% | |
| AMD | Sell | ADVANCED MICRO DEVICES INC COM0 | $2,962 | -31.3% | 26 | -40.9% | 0.00% | -33.3% |
| RSG | Sell | REPUBLIC SVCS INC COM0 | $2,639 | -22.5% | 17 | -32.0% | 0.00% | -33.3% |
| VIOV | VANGUARD S&P SMALL-CAP 600 VALUE ETF0 | $2,135 | +1.7% | 26 | 0.0% | 0.00% | 0.0% | |
| ME | 23ANDME HOLDING CO CLASS A COM0 | $2,357 | -23.2% | 1,347 | 0.0% | 0.00% | 0.0% | |
| MDT | MEDTRONIC PLC SHS0 | $2,859 | +10.2% | 32 | 0.0% | 0.00% | 0.0% | |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF0 | $2,018 | +3.0% | 30 | 0.0% | 0.00% | +100.0% | |
| SCHR | Buy | SCHWAB INTERMEDIATE-TERM US TREASURY ETF0 | $2,637 | -1.5% | 54 | +1.9% | 0.00% | 0.0% |
| SGEN | SEAGEN INC COM0 | $2,887 | -4.9% | 15 | 0.0% | 0.00% | 0.0% | |
| SHW | Sell | SHERWIN WILLIAMS CO COM0 | $2,970 | -32.0% | 11 | -42.1% | 0.00% | -33.3% |
| New | SINCLAIR INC CL A0 | $2,093 | – | 151 | +100.0% | 0.00% | – | |
| NVCR | NOVOCURE LTD ORD SHS0 | $2,283 | -31.0% | 55 | 0.0% | 0.00% | 0.0% | |
| SWBI | Sell | SMITH & WESSON BRANDS INC COM0 | $2,200 | -45.5% | 169 | -48.5% | 0.00% | -33.3% |
| SONO | SONOS INC COM0 | $817 | -16.7% | 50 | 0.0% | 0.00% | 0.0% | |
| ADT | Buy | ADT INC DEL COM0 | $1,222 | -16.2% | 203 | +0.5% | 0.00% | 0.0% |
| AOUT | AMERICAN OUTDOOR BRANDS INC COM0 | $1,128 | -11.8% | 130 | 0.0% | 0.00% | 0.0% | |
| FOLD | AMICUS THERAPEUTICS INC COM0 | $728 | +13.2% | 58 | 0.0% | 0.00% | – | |
| AMRX | AMNEAL PHARMACEUTICALS INC COM STK CL A0 | $1,550 | +123.0% | 500 | 0.0% | 0.00% | 0.0% | |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK0 | $1,312 | +16.4% | 14 | 0.0% | 0.00% | 0.0% | |
| BYND | BEYOND MEAT INC COM0 | $1,493 | -20.0% | 115 | 0.0% | 0.00% | 0.0% | |
| BAH | BOOZ ALLEN HAMILTON HLDG CORP CL A0 | $1,370 | +20.9% | 12 | 0.0% | 0.00% | 0.0% | |
| SAM | BOSTON BEER INC CL A0 | $925 | -6.2% | 3 | 0.0% | 0.00% | 0.0% | |
| CACI | Sell | CACI INTL INC CL A0 | $1,704 | -28.1% | 5 | -37.5% | 0.00% | -50.0% |
| TOKE | Buy | CAMBRIA CANNABIS ETF0 | $659 | -6.4% | 114 | +0.9% | 0.00% | 0.0% |
| CRTPF | CARDIOL THERAPEUTICS INC COM CL A0 | $890 | +82.8% | 1,000 | 0.0% | 0.00% | – | |
| CCL | CARNIVAL CORP COMMON STOCK0 | $1,883 | +85.5% | 100 | 0.0% | 0.00% | 0.0% | |
| CARR | CARRIER GLOBAL CORPORATION COM0 | $774 | +9.2% | 16 | 0.0% | 0.00% | 0.0% | |
| CHGG | CHEGG INC COM0 | $1,829 | -45.5% | 206 | 0.0% | 0.00% | -66.7% | |
| CIPHER MINING INC COM0 | $1,716 | +22.7% | 600 | 0.0% | 0.00% | 0.0% | ||
| CLF | CLEVELAND-CLIFFS INC NEW COM0 | $838 | -8.6% | 50 | 0.0% | 0.00% | 0.0% | |
| COHERENT CORP COM0 | $1,529 | +33.9% | 30 | 0.0% | 0.00% | 0.0% | ||
| CFLT | CONFLUENT INC CLASS A COM0 | $1,766 | +46.7% | 50 | 0.0% | 0.00% | 0.0% | |
| CTVA | CORTEVA INC COM0 | $1,028 | -4.7% | 18 | 0.0% | 0.00% | 0.0% | |
| CSAN | Buy | COSAN S A ADS0 | $1,117 | +29.1% | 75 | +2.7% | 0.00% | 0.0% |
| DLR | Buy | DIGITAL RLTY TR INC COM0 | $1,771 | +17.1% | 16 | +6.7% | 0.00% | 0.0% |
| DOCEBO INC COM0 | $1,183 | -3.2% | 30 | 0.0% | 0.00% | 0.0% | ||
| DOCS | Sell | DOXIMITY INC CL A0 | $1,701 | -47.5% | 50 | -50.0% | 0.00% | -50.0% |
| EBAY | EBAY INC. COM0 | $1,853 | +1.3% | 41 | 0.0% | 0.00% | 0.0% | |
| ECL | ECOLAB INC COM0 | $1,333 | +13.2% | 7 | 0.0% | 0.00% | 0.0% | |
| ENPH | New | ENPHASE ENERGY INC COM0 | $1,675 | – | 10 | +100.0% | 0.00% | – |
| FSR | FISKER INC CL A COM STK0 | $1,038 | -8.1% | 184 | 0.0% | 0.00% | 0.0% | |
| FCPT | Buy | FOUR CORNERS PPTY TR INC COM0 | $1,795 | -4.3% | 71 | +1.4% | 0.00% | 0.0% |
| COPX | GLOBAL X COPPER MINERS ETF0 | $1,870 | -2.8% | 50 | 0.0% | 0.00% | 0.0% | |
| HNST | Sell | HONEST CO INC COM0 | $1,680 | -37.8% | 1,000 | -33.3% | 0.00% | -50.0% |
| IIPR | INNOVATIVE INDL PPTYS INC COM0 | $1,917 | -1.5% | 26 | 0.0% | 0.00% | 0.0% | |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COM0 | $1,013 | -12.7% | 13 | 0.0% | 0.00% | 0.0% | |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF0 | $1,387 | -1.9% | 14 | 0.0% | 0.00% | 0.0% | |
| SCZ | Buy | ISHARES MSCI EAFE SMALL-CAP ETF0 | $1,919 | +0.8% | 33 | +3.1% | 0.00% | 0.0% |
| BBMC | JPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETF0 | $971 | +5.4% | 12 | 0.0% | 0.00% | 0.0% | |
| JKS | JINKOSOLAR HLDG CO LTD SPONSORED ADR0 | $1,331 | -13.1% | 30 | 0.0% | 0.00% | 0.0% | |
| KKR | KKR & CO INC COM0 | $1,421 | +7.0% | 25 | 0.0% | 0.00% | 0.0% | |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM0 | $1,507 | +3.7% | 9 | 0.0% | 0.00% | 0.0% | |
| MSGS | MADISON SQUARE GRDN SPRT CORP CL A0 | $983 | -3.5% | 5 | 0.0% | 0.00% | 0.0% | |
| MNKD | MANNKIND CORP COM NEW0 | $916 | -0.8% | 225 | 0.0% | 0.00% | 0.0% | |
| MFC | Sell | MANULIFE FINL CORP COM0 | $944 | -49.5% | 50 | -51.0% | 0.00% | 0.0% |
| MTCH | MATCH GROUP INC NEW COM0 | $1,046 | +9.0% | 25 | 0.0% | 0.00% | 0.0% | |
| MMS | MAXIMUS INC COM0 | $1,702 | +7.8% | 20 | 0.0% | 0.00% | 0.0% | |
| TAP | Sell | MOLSON COORS BEVERAGE CO CL B0 | $1,613 | -61.6% | 24 | -70.4% | 0.00% | -66.7% |
| NEX | NEXTIER OILFIELD SOLUTIONS COM0 | $1,604 | +12.5% | 179 | 0.0% | 0.00% | 0.0% | |
| OTIS | OTIS WORLDWIDE CORP COM0 | $650 | +5.9% | 7 | 0.0% | 0.00% | – | |
| PTON | PELOTON INTERACTIVE INC CL A COM0 | $1,246 | -32.2% | 162 | 0.0% | 0.00% | 0.0% | |
| MINT | Buy | PIMCO ENHANCED SHORT MATURITY ACTIVE ETF0 | $1,859 | +1.7% | 19 | +5.6% | 0.00% | 0.0% |
| PLNT | PLANET FITNESS INC CL A0 | $1,686 | -13.2% | 25 | 0.0% | 0.00% | 0.0% | |
| PSA | PUBLIC STORAGE COM0 | $1,572 | -2.4% | 5 | 0.0% | 0.00% | 0.0% | |
| QRVO | QORVO INC COM0 | $1,020 | +0.4% | 10 | 0.0% | 0.00% | 0.0% | |
| RH | RH COM0 | $989 | +35.3% | 3 | 0.0% | 0.00% | 0.0% | |
| New | RAMACO RES INC COM CL A0 | $660 | – | 78 | +100.0% | 0.00% | – | |
| ROCKWELL MED INC COM NEW0 | $1,174 | +201.8% | 215 | 0.0% | 0.00% | – | ||
| New | SAMSARA INC COM CL A0 | $1,386 | – | 50 | +100.0% | 0.00% | – | |
| SCHW | SCHWAB CHARLES CORP COM0 | $1,139 | +8.7% | 20 | 0.0% | 0.00% | 0.0% | |
| SE | SEA LTD SPONSORD ADS0 | $696 | -33.0% | 12 | 0.0% | 0.00% | 0.0% | |
| SWKS | SKYWORKS SOLUTIONS INC COM0 | $665 | -5.7% | 6 | 0.0% | 0.00% | 0.0% | |
| STWD | Buy | STARWOOD PPTY TR INC COM0 | $856 | +12.6% | 44 | +2.3% | 0.00% | 0.0% |
| RGR | STURM RUGER & CO INC COM0 | $959 | -7.3% | 18 | 0.0% | 0.00% | 0.0% | |
| TJX | TJX COS INC NEW COM0 | $925 | +8.7% | 11 | 0.0% | 0.00% | 0.0% | |
| New | THOMSON REUTERS CORP. COM0 | $1,200 | – | 9 | +100.0% | 0.00% | – | |
| DDD | 3-D SYS CORP DEL COM NEW0 | $844 | -7.4% | 85 | 0.0% | 0.00% | 0.0% | |
| TLRY | TILRAY BRANDS INC COM0 | $948 | -38.4% | 608 | 0.0% | 0.00% | 0.0% | |
| TRN | Buy | TRINITY INDS INC COM0 | $1,815 | +6.7% | 71 | +1.4% | 0.00% | 0.0% |
| TPB | TURNING PT BRANDS INC COM0 | $1,223 | +14.7% | 51 | 0.0% | 0.00% | 0.0% | |
| PATH | UIPATH INC CL A0 | $911 | -5.7% | 55 | 0.0% | 0.00% | 0.0% | |
| UNIT | Buy | UNITI GROUP INC COM0 | $1,856 | +40.5% | 402 | +8.1% | 0.00% | 0.0% |
| GRNB | Buy | VANECK GREEN BOND ETF0 | $759 | -0.1% | 33 | +3.1% | 0.00% | 0.0% |
| VRTX | VERTEX PHARMACEUTICALS INC COM0 | $1,760 | +11.7% | 5 | 0.0% | 0.00% | 0.0% | |
| VIAC | PARAMOUNT GLOBAL CLASS B COM0 | $915 | -27.9% | 57 | 0.0% | 0.00% | 0.0% | |
| VTRS | Buy | VIATRIS INC COM0 | $1,314 | +4.7% | 132 | +1.5% | 0.00% | 0.0% |
| VSTO | VISTA OUTDOOR INC COM0 | $1,384 | -0.1% | 50 | 0.0% | 0.00% | 0.0% | |
| VOD | VODAFONE GROUP PLC NEW SPONSORED ADR0 | $676 | -14.4% | 72 | 0.0% | 0.00% | 0.0% | |
| WAB | WABTEC COM0 | $1,350 | +8.7% | 12 | 0.0% | 0.00% | 0.0% | |
| WISDOMTREE BATTERY VALUE CHAIN AND INNOVATION FUND0 | $1,031 | -1.1% | 30 | 0.0% | 0.00% | 0.0% | ||
| AMBA | AMBARELLA INC SHS0 | $837 | +8.1% | 10 | 0.0% | 0.00% | 0.0% | |
| JAZZ | JAZZ PHARMACEUTICALS PLC SHS USD0 | $1,116 | -15.3% | 9 | 0.0% | 0.00% | 0.0% | |
| GRMN | GARMIN LTD SHS0 | $1,552 | +4.1% | 15 | 0.0% | 0.00% | 0.0% | |
| LOGI | LOGITECH INTL S A SHS0 | $1,517 | +2.3% | 26 | 0.0% | 0.00% | 0.0% | |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORD0 | $1,256 | -3.4% | 10 | 0.0% | 0.00% | 0.0% | |
| SSYS | STRATASYS LTD SHS0 | $799 | +7.4% | 45 | 0.0% | 0.00% | 0.0% | |
| ALLEGO N V ORD SHS0 | $696 | +14.1% | 253 | 0.0% | 0.00% | – | ||
| MAR | Exit | MARRIOTT INTL INC NEW CL A0 | $0 | – | -2 | -100.0% | 0.00% | – |
| OPEN | OPENDOOR TECHNOLOGIES INC COM0 | $402 | +128.4% | 100 | 0.0% | 0.00% | – | |
| OLN | Sell | OLIN CORP COM PAR $10 | $500 | -54.3% | 10 | -50.0% | 0.00% | -100.0% |
| WRB | Exit | BERKLEY W R CORP COM0 | $0 | – | -6 | -100.0% | 0.00% | – |
| SLB | Exit | SCHLUMBERGER LTD COM STK0 | $0 | – | -7 | -100.0% | 0.00% | – |
| ELF | Exit | E L F BEAUTY INC COM0 | $0 | – | -4 | -100.0% | 0.00% | – |
| WD | Sell | WALKER & DUNLOP INC COM0 | $41 | -98.9% | 1 | -98.0% | 0.00% | -100.0% |
| EME | Exit | EMCOR GROUP INC COM0 | $0 | – | -4 | -100.0% | 0.00% | – |
| PCAR | Exit | PACCAR INC COM0 | $0 | – | -3 | -100.0% | 0.00% | – |
| WTFC | Exit | WINTRUST FINL CORP COM0 | $0 | – | -6 | -100.0% | 0.00% | – |
| OXYWS | OCCIDENTAL PETE CORP WT EXP 0803270 | $37 | -9.8% | 1 | 0.0% | 0.00% | – | |
| OXY | OCCIDENTAL PETE CORP COM0 | $595 | -5.6% | 10 | 0.0% | 0.00% | – | |
| Exit | HALEON PLC SPON ADS0 | $0 | – | -51 | -100.0% | 0.00% | – | |
| NUE | Buy | NUCOR CORP COM0 | $28 | +3.7% | 0 | +100.0% | 0.00% | – |
| JBL | Exit | JABIL INC COM0 | $0 | – | -7 | -100.0% | 0.00% | – |
| MSGE | SPHERE ENTERTAINMENT CO CL A0 | $137 | -53.6% | 5 | 0.0% | 0.00% | – | |
| ARRY | Exit | ARRAY TECHNOLOGIES INC COM SHS0 | $0 | – | -12 | -100.0% | 0.00% | – |
| ORI | Exit | OLD REP INTL CORP COM0 | $0 | – | -16 | -100.0% | 0.00% | – |
| PLD | Exit | PROLOGIS INC. COM0 | $0 | – | -5 | -100.0% | 0.00% | – |
| MGM | Exit | MGM RESORTS INTERNATIONAL COM0 | $0 | – | -13 | -100.0% | 0.00% | – |
| New | WHEELS UP EXPERIENCE INC COM CL A0 | $69 | – | 59 | +100.0% | 0.00% | – | |
| UP | Exit | WHEELS UP EXPERIENCE INC COM CL A0 | $0 | – | -595 | -100.0% | 0.00% | – |
| LYFT | LYFT INC CL A COM0 | $288 | +3.6% | 30 | 0.0% | 0.00% | – | |
| COIN | Exit | COINBASE GLOBAL INC COM CL A0 | $0 | – | 0 | +100.0% | 0.00% | – |
| JNPR | JUNIPER NETWORKS INC COM0 | $563 | -8.3% | 18 | 0.0% | 0.00% | – | |
| KOMP | Buy | SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF0 | $4 | +33.3% | 0 | +100.0% | 0.00% | – |
| SIVB | Exit | SVB FINANCIAL GROUP COM0 | $0 | – | -8 | -100.0% | 0.00% | – |
| SWM | Buy | MATIV HOLDINGS INC COM0 | $621 | -27.8% | 41 | +2.5% | 0.00% | -100.0% |
| NVTA | INVITAE CORP COM0 | $28 | -17.6% | 25 | 0.0% | 0.00% | – | |
| SKLZ | Exit | SKILLZ INC COM0 | $0 | – | -321 | -100.0% | 0.00% | – |
| WOLFSPEED INC COM0 | $445 | -14.4% | 8 | 0.0% | 0.00% | – | ||
| DBC | INVESCO DB COMMODITY INDEX TRACKING FUND0 | $457 | -4.4% | 20 | 0.0% | 0.00% | – | |
| WKHS | WORKHORSE GROUP INC COM NEW0 | $44 | -34.3% | 50 | 0.0% | 0.00% | – | |
| INSG | INSEEGO CORP COM0 | $6 | 0.0% | 10 | 0.0% | 0.00% | – | |
| GRWG | GROWGENERATION CORP COM0 | $221 | -0.5% | 65 | 0.0% | 0.00% | – | |
| GPRO | GOPRO INC CL A0 | $414 | -17.7% | 100 | 0.0% | 0.00% | – | |
| GDRX | GOODRX HLDGS INC COM CL A0 | $221 | -11.6% | 40 | 0.0% | 0.00% | – | |
| ZG | ZILLOW GROUP INC CL A0 | $246 | +12.3% | 5 | 0.0% | 0.00% | – | |
| GDV | Sell | GABELLI DIVID & INCOME TR COM0 | $36 | -99.0% | 2 | -98.8% | 0.00% | -100.0% |
| DAVA | ENDAVA PLC ADS0 | $518 | -22.9% | 10 | 0.0% | 0.00% | -100.0% | |
| DNMR | DANIMER SCIENTIFIC INC COM CL A0 | $333 | -31.1% | 140 | 0.0% | 0.00% | – | |
| DXC | DXC TECHNOLOGY CO COM0 | $568 | +4.4% | 21 | 0.0% | 0.00% | – | |
| CRON | CRONOS GROUP INC COM0 | $394 | +1.5% | 200 | 0.0% | 0.00% | – | |
| SVM | SILVERCORP METALS INC COM0 | $433 | -26.2% | 154 | 0.0% | 0.00% | – | |
| CNDT | CONDUENT INC COM0 | $272 | -0.7% | 80 | 0.0% | 0.00% | – | |
| CL | COLGATE PALMOLIVE CO COM0 | $632 | +3.3% | 8 | 0.0% | 0.00% | – | |
| CC | CHEMOURS CO COM0 | $323 | +23.8% | 9 | 0.0% | 0.00% | – | |
| CHTR | CHARTER COMMUNICATIONS INC NEW CL A0 | $367 | +2.5% | 1 | 0.0% | 0.00% | – | |
| CGC | Sell | CANOPY GROWTH CORP COM0 | $260 | -81.5% | 670 | -16.8% | 0.00% | -100.0% |
| GAN | GAN LTD SHS0 | $90 | +26.8% | 55 | 0.0% | 0.00% | – | |
| BHF | BRIGHTHOUSE FINL INC COM0 | $521 | +7.4% | 11 | 0.0% | 0.00% | – | |
| SNAP | Sell | SNAP INC CL A0 | $296 | -64.8% | 25 | -66.7% | 0.00% | -100.0% |
| BME | BLACKROCK HEALTH SCIENCES TR COM0 | $436 | -1.4% | 11 | 0.0% | 0.00% | – | |
| BMRN | BIOMARIN PHARMACEUTICAL INC COM0 | $607 | -10.9% | 7 | 0.0% | 0.00% | -100.0% | |
| BODY | THE BEACHBODY COMPANY INC COM CL A0 | $387 | -13.2% | 925 | 0.0% | 0.00% | – | |
| NEGG | NEWEGG COMMERCE INC COMMON SHARES0 | $234 | -12.7% | 200 | 0.0% | 0.00% | – | |
| BAX | BAXTER INTL INC COM0 | $280 | +13.4% | 6 | 0.0% | 0.00% | – | |
| BHC | BAUSCH HEALTH COS INC COM0 | $560 | -1.2% | 70 | 0.0% | 0.00% | – | |
| STNE | STONECO LTD COM CL A0 | $382 | +33.6% | 30 | 0.0% | 0.00% | – | |
| BAND | BANDWIDTH INC COM CL A0 | $55 | -9.8% | 4 | 0.0% | 0.00% | – | |
| ACB | AURORA CANNABIS INC COM0 | $13 | -23.5% | 25 | 0.0% | 0.00% | – | |
| ASAN | ASANA INC CL A0 | $220 | +4.3% | 10 | 0.0% | 0.00% | – | |
| RVT | ROYCE VALUE TR INC COM0 | $109 | +3.8% | 8 | 0.0% | 0.00% | – | |
| RCI | ROGERS COMMUNICATIONS INC CL B0 | $106 | -0.9% | 2 | 0.0% | 0.00% | – | |
| ARCC | Buy | ARES CAPITAL CORP COM0 | $471 | +5.6% | 25 | +4.2% | 0.00% | – |
| AU | ANGLOGOLD ASHANTI LIMITED SPONSORED ADR0 | $44 | -12.0% | 2 | 0.0% | 0.00% | – | |
| STT | Buy | STATE STR CORP COM0 | $12 | 0.0% | 0 | +100.0% | 0.00% | – |
| CNBS | AMPLIFY SEYMOUR CANNABIS ETF0 | $370 | -12.1% | 100 | 0.0% | 0.00% | – | |
| AMRN | AMARIN CORP PLC SPONS ADR NEW0 | $60 | -20.0% | 50 | 0.0% | 0.00% | – | |
| ARE | ALEXANDRIA REAL ESTATE EQ INC COM0 | $588 | -8.7% | 5 | 0.0% | 0.00% | – | |
| EXPE | Exit | EXPEDIA GROUP INC COM NEW0 | $0 | – | -4 | -100.0% | 0.00% | – |
| AFRM | AFFIRM HLDGS INC COM CL A0 | $307 | +36.4% | 20 | 0.0% | 0.00% | – | |
| AAP | ADVANCE AUTO PARTS INC COM0 | $366 | -41.4% | 5 | 0.0% | 0.00% | – | |
| CFG | Exit | CITIZENS FINL GROUP INC COM0 | $0 | – | -12 | -100.0% | 0.00% | – |
| AMC | AMC ENTMT HLDGS INC CL A COM0 | $594 | -12.1% | 135 | 0.0% | 0.00% | -100.0% | |
| PXD | PIONEER NAT RES CO COM0 | $217 | +3.3% | 1 | 0.0% | 0.00% | – | |
| RILY | Exit | B. RILEY FINANCIAL INC COM0 | $0 | – | -22 | -100.0% | 0.00% | – |
| SFIX | STITCH FIX INC COM CL A0 | $39 | -23.5% | 10 | 0.0% | 0.00% | – | |
| SBFM | SUNSHINE BIOPHARMA INC COM NEW0 | $9 | -30.8% | 18 | 0.0% | 0.00% | – | |
| New | UNUSUAL WHALES SUBVERSIVE REPUBLICAN TRADING ETF0 | $255 | – | 10 | +100.0% | 0.00% | – | |
| PENN | PENN ENTERTAINMENT INC COM0 | $601 | -19.0% | 25 | 0.0% | 0.00% | -100.0% | |
| CHRW | Exit | C H ROBINSON WORLDWIDE INC COM NEW0 | $0 | – | -5 | -100.0% | 0.00% | – |
| SFE | SAFEGUARD SCIENTIFICS INC COM NEW0 | $45 | -4.3% | 27 | 0.0% | 0.00% | – | |
| GPK | Exit | GRAPHIC PACKAGING HLDG CO COM0 | $0 | – | -23 | -100.0% | 0.00% | – |
| TELL | TELLURIAN INC NEW COM0 | $282 | +14.6% | 200 | 0.0% | 0.00% | – | |
| PSTG | Exit | PURE STORAGE INC CL A0 | $0 | – | -17 | -100.0% | 0.00% | – |
| MCHP | Exit | MICROCHIP TECHNOLOGY INC. COM0 | $0 | – | -4 | -100.0% | 0.00% | – |
| VFF | VILLAGE FARMS INTL INC COM0 | $419 | -27.9% | 700 | 0.0% | 0.00% | – | |
| OM | OUTSET MED INC COM0 | $547 | +18.9% | 25 | 0.0% | 0.00% | – | |
| Exit | EMBECTA CORP COMMON STOCK0 | $0 | – | -3 | -100.0% | 0.00% | – | |
| New | UNUSUAL WHALES SUBVERSIVE DEMOCRATIC TRADING ETF0 | $278 | – | 10 | +100.0% | 0.00% | – | |
| TXG | 10X GENOMICS INC CL A COM0 | $614 | 0.0% | 11 | 0.0% | 0.00% | – | |
| FISV | Exit | FISERV INC COM0 | $0 | – | -4 | -100.0% | 0.00% | – |
| CLVR | Exit | CLEVER LEAVES HOLDINGS INC COM0 | $0 | – | -800 | -100.0% | 0.00% | – |
| TRIP | TRIPADVISOR INC COM0 | $165 | -17.1% | 10 | 0.0% | 0.00% | – | |
| TRUP | TRUPANION INC COM0 | $394 | -54.1% | 20 | 0.0% | 0.00% | -100.0% | |
| Exit | HEXO CORP COM0 | $0 | – | -7 | -100.0% | 0.00% | – | |
| TWST | TWIST BIOSCIENCE CORP COM0 | $409 | +35.4% | 20 | 0.0% | 0.00% | – | |
| ULBI | ULTRALIFE CORP COM0 | $484 | +20.4% | 100 | 0.0% | 0.00% | – | |
| MRVL | Exit | MARVELL TECHNOLOGY INC COM0 | $0 | – | -14 | -100.0% | 0.00% | – |
| VFC | V F CORP COM0 | $19 | -17.4% | 1 | 0.0% | 0.00% | – | |
| SMAR | Exit | SMARTSHEET INC COM CL A0 | $0 | – | -6 | -100.0% | 0.00% | – |
| LUMN | Exit | LUMEN TECHNOLOGIES INC COM0 | $0 | – | -126 | -100.0% | 0.00% | – |
| ORGANIGRAM HLDGS INC COM0 | $433 | -39.0% | 1,110 | 0.0% | 0.00% | -100.0% | ||
| POR | Exit | PORTLAND GEN ELEC CO COM NEW0 | $0 | – | -8 | -100.0% | 0.00% | – |
| IMAC | Exit | IMAC HLDGS INC COM0 | $0 | – | -900 | -100.0% | 0.00% | – |
| Exit | AMERICAN STRATEGIC INVEST CO COM CL A0 | $0 | – | -25 | -100.0% | 0.00% | – | |
| MQ | Exit | MARQETA INC CLASS A COM0 | $0 | – | -100 | -100.0% | 0.00% | – |
| MAPS | WM TECHNOLOGY INC COM0 | $503 | -1.4% | 600 | 0.0% | 0.00% | – | |
| MGI | Exit | MONEYGRAM INTL INC COM NEW0 | $0 | – | -27 | -100.0% | 0.00% | – |
| ROK | Exit | ROCKWELL AUTOMATION INC COM0 | $0 | – | -2 | -100.0% | 0.00% | – |
| SABR | SABRE CORP COM0 | $501 | -25.7% | 157 | 0.0% | 0.00% | -100.0% | |
| AAL | Exit | AMERICAN AIRLS GROUP INC COM0 | $0 | – | -21 | -100.0% | 0.00% | – |
| Exit | CIVITAS RESOURCES INC COM NEW0 | $0 | – | -23 | -100.0% | -0.00% | – | |
| AMAT | Exit | APPLIED MATLS INC COM0 | $0 | – | -10 | -100.0% | -0.00% | – |
| TRI | Exit | THOMSON REUTERS CORP. COM NEW0 | $0 | – | -9 | -100.0% | -0.00% | – |
| MRO | Exit | MARATHON OIL CORP COM0 | $0 | – | -28 | -100.0% | -0.00% | – |
| ANSS | Exit | ANSYS INC COM0 | $0 | – | -3 | -100.0% | -0.00% | – |
| ARCB | Exit | ARCBEST CORP COM0 | $0 | – | -20 | -100.0% | -0.00% | – |
| MMC | Exit | MARSH & MCLENNAN COS INC COM0 | $0 | – | -9 | -100.0% | -0.00% | – |
| MAT | Exit | MATTEL INC COM0 | $0 | – | -43 | -100.0% | -0.00% | – |
| CE | Exit | CELANESE CORP DEL COM0 | $0 | – | -8 | -100.0% | -0.00% | – |
| RIO | Exit | RIO TINTO PLC SPONSORED ADR0 | $0 | – | -22 | -100.0% | -0.00% | – |
| METC | Exit | RAMACO RES INC COM0 | $0 | – | -77 | -100.0% | -0.00% | – |
| LH | Exit | LABORATORY CORP AMER HLDGS COM NEW0 | $0 | – | -4 | -100.0% | -0.00% | – |
| LSI | Exit | LIFE STORAGE INC COM0 | $0 | – | -6 | -100.0% | -0.00% | – |
| BJ | Exit | BJS WHSL CLUB HLDGS INC COM0 | $0 | – | -10 | -100.0% | -0.00% | – |
| HSY | Exit | HERSHEY CO COM0 | $0 | – | -7 | -100.0% | -0.00% | – |
| SNPS | Exit | SYNOPSYS INC COM0 | $0 | – | -4 | -100.0% | -0.00% | – |
| HIG | Exit | HARTFORD FINL SVCS GROUP INC COM0 | $0 | – | -14 | -100.0% | -0.00% | – |
| MAA | Exit | MID-AMER APT CMNTYS INC COM0 | $0 | – | -5 | -100.0% | -0.00% | – |
| TLT | Exit | ISHARES 20 YEAR TREASURY BOND ETF0 | $0 | – | -11 | -100.0% | -0.00% | – |
| Exit | SNAP ONE HOLDINGS CORP COM0 | $0 | – | -200 | -100.0% | -0.00% | – | |
| AMP | Exit | AMERIPRISE FINL INC COM0 | $0 | – | -4 | -100.0% | -0.00% | – |
| MCO | Exit | MOODYS CORP COM0 | $0 | – | -3 | -100.0% | -0.00% | – |
| QGEN | Exit | QIAGEN NV SHS NEW0 | $0 | – | -22 | -100.0% | -0.00% | – |
| PHM | Exit | PULTE GROUP INC COM0 | $0 | – | -14 | -100.0% | -0.00% | – |
| ET | Exit | ENERGY TRANSFER L P COM UT LTD PTN0 | $0 | – | -112 | -100.0% | -0.00% | – |
| EIX | Exit | EDISON INTL COM0 | $0 | – | -20 | -100.0% | -0.00% | – |
| Exit | ANNALY CAPITAL MANAGEMENT INC COM NEW0 | $0 | – | -66 | -100.0% | -0.00% | – | |
| RELX | Exit | RELX PLC SPONSORED ADR0 | $0 | – | -55 | -100.0% | -0.00% | – |
| LEG | Exit | LEGGETT & PLATT INC COM0 | $0 | – | -24 | -100.0% | -0.00% | – |
| TMUS | Exit | T-MOBILE US INC COM0 | $0 | – | -7 | -100.0% | -0.00% | – |
| TTEK | Exit | TETRA TECH INC NEW COM0 | $0 | – | -5 | -100.0% | -0.00% | – |
| Exit | GSK PLC SPONSORED ADR0 | $0 | – | -41 | -100.0% | -0.00% | – | |
| FCX | Exit | FREEPORT-MCMORAN INC CL B0 | $0 | – | -19 | -100.0% | -0.00% | – |
| MOH | Exit | MOLINA HEALTHCARE INC COM0 | $0 | – | -3 | -100.0% | -0.00% | – |
| CTAS | Exit | CINTAS CORP COM0 | $0 | – | -3 | -100.0% | -0.00% | – |
| CDNS | Exit | CADENCE DESIGN SYSTEM INC COM0 | $0 | – | -5 | -100.0% | -0.00% | – |
| O | Exit | REALTY INCOME CORP COM0 | $0 | – | -20 | -100.0% | -0.00% | – |
| HSC | Exit | HARSCO CORP COM0 | $0 | – | -120 | -100.0% | -0.00% | – |
| STX | Exit | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS0 | $0 | – | -21 | -100.0% | -0.00% | – |
| RPRX | Exit | ROYALTY PHARMA PLC SHS CLASS A0 | $0 | – | -29 | -100.0% | -0.00% | – |
| AFG | Exit | AMERICAN FINL GROUP INC OHIO COM0 | $0 | – | -14 | -100.0% | -0.00% | – |
| BHE | Exit | BENCHMARK ELECTRS INC COM0 | $0 | – | -33 | -100.0% | -0.00% | – |
| MANH | Exit | MANHATTAN ASSOCIATES INC COM0 | $0 | – | -5 | -100.0% | -0.00% | – |
| MRVI | Exit | MARAVAI LIFESCIENCES HLDGS INC COM CL A0 | $0 | – | -50 | -100.0% | -0.00% | – |
| BMTX | Exit | BM TECHNOLOGIES INC CL A COM0 | $0 | – | -875 | -100.0% | -0.00% | – |
| EWJ | Exit | ISHARES MSCI JAPAN ETF0 | $0 | – | -37 | -100.0% | -0.00% | – |
| OMF | Exit | ONEMAIN HLDGS INC COM0 | $0 | – | -66 | -100.0% | -0.00% | – |
| RWK | Exit | INVESCO S&P MIDCAP 400 REVENUE ETF0 | $0 | – | -23 | -100.0% | -0.00% | – |
| WHR | Exit | WHIRLPOOL CORP COM0 | $0 | – | -18 | -100.0% | -0.00% | – |
| RWT | Exit | REDWOOD TRUST INC COM0 | $0 | – | -355 | -100.0% | -0.00% | – |
| THC | Exit | TENET HEALTHCARE CORP COM NEW0 | $0 | – | -50 | -100.0% | -0.00% | – |
| SBGI | Exit | SINCLAIR BROADCAST GROUP INC CL A0 | $0 | – | -151 | -100.0% | -0.00% | – |
| WAT | Exit | WATERS CORP COM0 | $0 | – | -10 | -100.0% | -0.00% | – |
| BK | Exit | BANK NEW YORK MELLON CORP COM0 | $0 | – | -60 | -100.0% | -0.00% | – |
| FAF | Exit | FIRST AMERN FINL CORP COM0 | $0 | – | -54 | -100.0% | -0.00% | – |
| MC | Exit | MOELIS & CO CL A0 | $0 | – | -56 | -100.0% | -0.00% | – |
| AMN | Exit | AMN HEALTHCARE SVCS INC COM0 | $0 | – | -30 | -100.0% | -0.00% | – |
| CINR | Exit | SISECAM RESOURCES LP COM UNIT LTD0 | $0 | – | -115 | -100.0% | -0.00% | – |
| KHC | Exit | KRAFT HEINZ CO COM0 | $0 | – | -65 | -100.0% | -0.00% | – |
| LOB | Exit | LIVE OAK BANCSHARES INC COM0 | $0 | – | -123 | -100.0% | -0.00% | – |
| RODM | Exit | HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF0 | $0 | – | -90 | -100.0% | -0.00% | – |
| LAZ | Exit | LAZARD LTD SHS A0 | $0 | – | -69 | -100.0% | -0.00% | – |
| WCN | Exit | WASTE CONNECTIONS INC COM0 | $0 | – | -21 | -100.0% | -0.00% | – |
| HUBS | Exit | HUBSPOT INC COM0 | $0 | – | -5 | -100.0% | -0.00% | – |
| KR | Exit | KROGER CO COM0 | $0 | – | -41 | -100.0% | -0.00% | – |
| ONEQ | Exit | FIDELITY NASDAQ COMPOSITE INDEX ETF0 | $0 | – | -96 | -100.0% | -0.00% | – |
| ABC | Exit | AMERISOURCEBERGEN CORP COM0 | $0 | – | -22 | -100.0% | -0.00% | – |
| KMF | Exit | KAYNE ANDERSON NEXTGEN ENRGY COM0 | $0 | – | -524 | -100.0% | -0.00% | – |
| Exit | STRYVE FOODS INC CLASS A COM0 | $0 | – | -9,090 | -100.0% | -0.00% | – | |
| EWC | Exit | ISHARES MSCI CANADA ETF0 | $0 | – | -135 | -100.0% | -0.00% | – |
| EMF | Exit | TEMPLETON EMERGING MKTS FD COM0 | $0 | – | -379 | -100.0% | -0.00% | – |
| APAM | Exit | ARTISAN PARTNERS ASSET MGMT IN CL A0 | $0 | – | -110 | -100.0% | -0.00% | – |
| SJM | Exit | SMUCKER J M CO COM NEW0 | $0 | – | -27 | -100.0% | -0.00% | – |
| BCH | Exit | BANCO DE CHILE SPONSORED ADS0 | $0 | – | -213 | -100.0% | -0.00% | – |
| SAFT | Exit | SAFETY INS GROUP INC COM0 | $0 | – | -56 | -100.0% | -0.00% | – |
| AB | Exit | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN0 | $0 | – | -120 | -100.0% | -0.00% | – |
| PAG | Exit | PENSKE AUTOMOTIVE GRP INC COM0 | $0 | – | -26 | -100.0% | -0.00% | – |
| BGY | Exit | BLACKROCK ENHANCED INTL DIV TR COM BENE INTER0 | $0 | – | -638 | -100.0% | -0.00% | – |
| HBI | Exit | HANESBRANDS INC COM0 | $0 | – | -705 | -100.0% | -0.00% | – |
| CLM | Exit | CORNERSTONE STRATEGIC VALUE FD COM0 | $0 | – | -548 | -100.0% | -0.00% | – |
| VICI | Exit | VICI PPTYS INC COM0 | $0 | – | -110 | -100.0% | -0.00% | – |
| VOE | Exit | VANGUARD MID-CAP VALUE ETF0 | $0 | – | -43 | -100.0% | -0.00% | – |
| DGX | Exit | QUEST DIAGNOSTICS INC COM0 | $0 | – | -41 | -100.0% | -0.00% | – |
| SRE | Exit | SEMPRA COM0 | $0 | – | -38 | -100.0% | -0.00% | – |
| SNA | Exit | SNAP ON INC COM0 | $0 | – | -22 | -100.0% | -0.00% | – |
| CMI | Exit | CUMMINS INC COM0 | $0 | – | -21 | -100.0% | -0.00% | – |
| SPYG | Exit | SPDR PORTFOLIO S&P 500 GROWTH ETF0 | $0 | – | -107 | -100.0% | -0.00% | – |
| RA | Exit | BROOKFIELD REAL ASSETS INCOME SHS BEN INT0 | $0 | – | -306 | -100.0% | -0.00% | – |
| EMR | Exit | EMERSON ELEC CO COM0 | $0 | – | -74 | -100.0% | -0.01% | – |
| PH | Exit | PARKER-HANNIFIN CORP COM0 | $0 | – | -21 | -100.0% | -0.01% | – |
| HNW | Exit | PIONEER DIVERSIFIED HIGH INC COM0 | $0 | – | -836 | -100.0% | -0.01% | – |
| BTZ | Exit | BLACKROCK CR ALLOCATION INCOME COM0 | $0 | – | -777 | -100.0% | -0.01% | – |
| WST | Exit | WEST PHARMACEUTICAL SVSC INC COM0 | $0 | – | -26 | -100.0% | -0.01% | – |
| LGI | Exit | LAZARD GLOBAL TOTAL RETURN & I COM0 | $0 | – | -770 | -100.0% | -0.01% | – |
| Exit | BLACKROCK INCOME TR INC COM NEW0 | $0 | – | -981 | -100.0% | -0.01% | – | |
| NGG | Exit | NATIONAL GRID PLC SPONSORED ADR NE0 | $0 | – | -198 | -100.0% | -0.01% | – |
| GRX | Exit | GABELLI HLTHCARE & WELLNESS TR SHS0 | $0 | – | -1,272 | -100.0% | -0.01% | – |
| THQ | Exit | TEKLA HEALTHCARE OPPORTUNITIES SHS0 | $0 | – | -724 | -100.0% | -0.01% | – |
| MPLX | Exit | MPLX LP COM UNIT REP LTD0 | $0 | – | -427 | -100.0% | -0.01% | – |
| WIA | Exit | WESTERN ASST INFLTN LKD INM FD COM SH BEN INT0 | $0 | – | -1,739 | -100.0% | -0.01% | – |
| IWF | Exit | ISHARES RUSSELL 1000 GROWTH ETF0 | $0 | – | -62 | -100.0% | -0.01% | – |
| FAM | Exit | FIRST TR ABRDN GBL OPP INCM FD COM SHS0 | $0 | – | -2,395 | -100.0% | -0.01% | – |
| ASLE | Exit | AERSALE CORPORATION COM0 | $0 | – | -925 | -100.0% | -0.01% | – |
| MAXR | Exit | MAXAR TECHNOLOGIES INC COM0 | $0 | – | -300 | -100.0% | -0.01% | – |
| AFIN | Exit | THE NECESSITY RETAIL REIT INC COM CLASS A0 | $0 | – | -2,823 | -100.0% | -0.01% | – |
| DNP | Exit | DNP SELECT INCOME FD INC COM0 | $0 | – | -1,919 | -100.0% | -0.02% | – |
| JRS | Exit | NUVEEN REAL ESTATE INCOME FD COM0 | $0 | – | -2,777 | -100.0% | -0.02% | – |
| HQH | Exit | TEKLA HEALTHCARE INVS SH BEN INT0 | $0 | – | -1,259 | -100.0% | -0.02% | – |
| BUD | Exit | ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR0 | $0 | – | -382 | -100.0% | -0.02% | – |
| DGRO | Exit | ISHARES CORE DIVIDEND GROWTH ETF0 | $0 | – | -639 | -100.0% | -0.02% | – |
| SUB | Exit | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF0 | $0 | – | -571 | -100.0% | -0.04% | – |
| NYF | Exit | ISHARES NEW YORK MUNI BOND ETF0 | $0 | – | -1,478 | -100.0% | -0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL CORE FIXED INCOME ETF | 8 | Q3 2023 | 19.3% |
| VANGUARD VALUE INDEX FUND | 8 | Q3 2023 | 14.4% |
| VANGUARD GROWTH INDEX FUND | 8 | Q3 2023 | 14.0% |
| JANUS HENDERSON SHORT DURATION INCOME ETF | 8 | Q3 2023 | 8.0% |
| ISHARES FLOATING RATE BOND ETF | 8 | Q3 2023 | 9.9% |
| JANUS HENDERSON AAA CLO ETF | 8 | Q3 2023 | 7.0% |
| FINANCIAL SELECT SECTOR SPDR FUND | 8 | Q3 2023 | 4.8% |
| APPLE INC COM | 8 | Q3 2023 | 3.6% |
| WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | 8 | Q3 2023 | 6.4% |
| INDUSTRIAL SELECT SECTOR SPDR FUND | 8 | Q3 2023 | 2.9% |
View Rise Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-09 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-10 |
| 13F-HR | 2023-04-05 |
| 13F-HR | 2023-01-06 |
| 13F-HR | 2022-10-11 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-04-22 |
| 13F-HR | 2022-02-24 |
View Rise Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.