$214 Million is the total value of Founders Financial Alliance, LLC's 1864 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 10.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $17,967,000 | +3.6% | 126,988 | +0.3% | 8.40% | +6.5% |
| MSFT | Sell | MICROSOFT CORP | $7,798,000 | +1.4% | 27,665 | -2.6% | 3.65% | +4.3% |
| FBNC | Buy | FIRST BANCORP N C | $7,104,000 | +5.4% | 165,181 | +0.2% | 3.32% | +8.5% |
| DUK | Sell | DUKE ENERGY CORP NEW | $4,613,000 | -1.7% | 47,271 | -0.7% | 2.16% | +1.1% |
| AMZN | Sell | AMAZON COM INC | $4,605,000 | -10.8% | 1,402 | -6.8% | 2.15% | -8.2% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $4,540,000 | -8.3% | 10,581 | -8.5% | 2.12% | -5.6% |
| JPM | Buy | JPMORGAN CHASE & CO | $3,567,000 | +7.9% | 21,792 | +2.8% | 1.67% | +11.0% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $3,331,000 | +3.2% | 12,153 | +2.3% | 1.56% | +6.1% |
| NVDA | Buy | NVIDIA CORPORATION | $2,943,000 | -6.1% | 14,210 | +263.0% | 1.38% | -3.4% |
| DIS | Sell | DISNEY WALT CO | $2,916,000 | -7.0% | 17,241 | -3.2% | 1.36% | -4.3% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,859,000 | +0.5% | 17,710 | +2.5% | 1.34% | +3.3% |
| T | Sell | AT&T INC | $2,733,000 | -6.8% | 101,268 | -0.8% | 1.28% | -4.1% |
| LOW | Sell | LOWES COS INC | $2,709,000 | +3.5% | 13,353 | -1.0% | 1.27% | +6.5% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $2,360,000 | -1.3% | 15,077 | -0.1% | 1.10% | +1.5% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $2,329,000 | +1.2% | 17,501 | +2.3% | 1.09% | +4.0% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $2,075,000 | +11.0% | 776 | +1.2% | 0.97% | +14.2% |
| PM | Sell | PHILIP MORRIS INTL INC | $2,060,000 | -5.5% | 21,727 | -1.2% | 0.96% | -2.7% |
| MO | Buy | ALTRIA GROUP INC | $2,032,000 | -1.7% | 44,674 | +3.1% | 0.95% | +1.1% |
| FB | Buy | FACEBOOK INCcl a | $1,967,000 | 0.0% | 5,795 | +2.5% | 0.92% | +2.9% |
| NEE | Sell | NEXTERA ENERGY INC | $1,909,000 | +4.7% | 24,313 | -2.3% | 0.89% | +7.7% |
| HON | Buy | HONEYWELL INTL INC | $1,893,000 | +0.2% | 8,911 | +3.5% | 0.88% | +3.0% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $1,829,000 | -2.5% | 4,249 | -2.5% | 0.86% | +0.2% |
| ABBV | Buy | ABBVIE INC | $1,813,000 | -3.6% | 16,811 | +0.8% | 0.85% | -0.8% |
| TFC | Sell | TRUIST FINL CORP | $1,804,000 | +5.3% | 30,776 | -0.2% | 0.84% | +8.3% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,770,000 | +4.9% | 12,678 | +1.2% | 0.83% | +8.0% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,727,000 | -0.7% | 31,910 | +3.2% | 0.81% | +2.1% |
| CVX | Buy | CHEVRON CORP NEW | $1,694,000 | +0.7% | 16,707 | +4.1% | 0.79% | +3.5% |
| ARKW | Buy | ARK ETF TRnext gnrtn inter | $1,659,000 | +97.7% | 11,946 | +119.4% | 0.78% | +103.1% |
| SBUX | Sell | STARBUCKS CORP | $1,605,000 | -1.5% | 14,552 | -0.3% | 0.75% | +1.3% |
| INTC | Buy | INTEL CORP | $1,525,000 | -4.6% | 28,601 | +0.5% | 0.71% | -1.9% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $1,502,000 | -1.6% | 6,870 | +1.4% | 0.70% | +1.3% |
| TGT | Buy | TARGET CORP | $1,484,000 | -3.3% | 6,484 | +1.7% | 0.69% | -0.6% |
| XOM | Buy | EXXON MOBIL CORP | $1,437,000 | -5.0% | 24,437 | +1.9% | 0.67% | -2.3% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $1,411,000 | -4.9% | 3,940 | -5.7% | 0.66% | -2.1% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $1,405,000 | +4.9% | 26,973 | +8.1% | 0.66% | +7.9% |
| AVGO | Sell | BROADCOM INC | $1,370,000 | -24.9% | 2,825 | -26.2% | 0.64% | -22.7% |
| MRK | Buy | MERCK & CO INC | $1,324,000 | -0.3% | 17,610 | +3.2% | 0.62% | +2.5% |
| HD | Buy | HOME DEPOT INC | $1,308,000 | +5.1% | 3,978 | +2.2% | 0.61% | +8.1% |
| MCD | Buy | MCDONALDS CORP | $1,294,000 | +7.6% | 5,362 | +2.9% | 0.60% | +10.6% |
| KO | Sell | COCA COLA CO | $1,269,000 | -4.2% | 24,197 | -1.2% | 0.59% | -1.3% |
| BAC | Sell | BK OF AMERICA CORP | $1,268,000 | +2.6% | 29,862 | -0.4% | 0.59% | +5.5% |
| PEP | Buy | PEPSICO INC | $1,216,000 | +6.3% | 8,083 | +4.7% | 0.57% | +9.4% |
| D | Sell | DOMINION ENERGY INC | $1,209,000 | -1.0% | 16,569 | -0.2% | 0.56% | +1.8% |
| CSCO | Buy | CISCO SYS INC | $1,202,000 | +5.6% | 22,057 | +3.1% | 0.56% | +8.7% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,189,000 | -6.2% | 4,354 | -4.6% | 0.56% | -3.6% |
| PFE | Buy | PFIZER INC | $1,145,000 | +24.5% | 26,659 | +13.7% | 0.54% | +28.2% |
| RY | Sell | ROYAL BK CDA | $1,135,000 | -6.3% | 11,414 | -4.5% | 0.53% | -3.6% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $1,119,000 | -14.5% | 6,152 | -2.2% | 0.52% | -12.1% |
| WPC | Buy | WP CAREY INC | $1,111,000 | +15.6% | 15,217 | +17.9% | 0.52% | +19.0% |
| GOF | Buy | GUGGENHEIM STRATEGIC OPPORTU | $1,102,000 | +70.6% | 57,574 | +93.3% | 0.52% | +75.2% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $1,098,000 | +2.7% | 7,358 | +1.8% | 0.51% | +5.8% |
| ROL | Sell | ROLLINS INC | $1,068,000 | +1.3% | 30,223 | -2.0% | 0.50% | +4.4% |
| V | Sell | VISA INC | $1,069,000 | -20.9% | 4,805 | -16.9% | 0.50% | -18.7% |
| NEWT | Buy | NEWTEK BUSINESS SVCS CORP | $1,020,000 | -18.0% | 36,773 | +3.1% | 0.48% | -15.7% |
| VPU | Sell | VANGUARD WORLD FDSutilities etf | $981,000 | -4.5% | 7,048 | -4.6% | 0.46% | -1.7% |
| IEFA | Sell | ISHARES TRcore msci eafe | $980,000 | -2.9% | 13,201 | -2.0% | 0.46% | -0.2% |
| CVS | Buy | CVS HEALTH CORP | $930,000 | +7.0% | 10,949 | +5.2% | 0.44% | +10.1% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $921,000 | +6.2% | 24,556 | +3.5% | 0.43% | +9.4% |
| WMT | Buy | WALMART INC | $909,000 | +5.0% | 6,513 | +6.3% | 0.42% | +7.9% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $887,000 | -3.0% | 6,390 | +2.5% | 0.42% | -0.2% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $868,000 | -3.9% | 326 | -9.2% | 0.41% | -1.2% |
| DG | Buy | DOLLAR GEN CORP NEW | $859,000 | -2.1% | 4,049 | +0.1% | 0.40% | +0.8% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $851,000 | -10.8% | 5,543 | -10.2% | 0.40% | -8.3% |
| EVT | Buy | EATON VANCE TAX ADVT DIV INC | $823,000 | +108.9% | 29,963 | +110.3% | 0.38% | +115.1% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $801,000 | -16.8% | 1,391 | -15.5% | 0.38% | -14.4% |
| DRSK | Buy | ETF SER SOLUTIONSaptus defined | $794,000 | +31.7% | 27,720 | +35.5% | 0.37% | +35.4% |
| PYPL | Sell | PAYPAL HLDGS INC | $791,000 | -14.3% | 3,040 | -3.9% | 0.37% | -11.9% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $780,000 | -6.4% | 9,064 | -7.0% | 0.36% | -3.7% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $771,000 | -3.3% | 15,251 | -1.3% | 0.36% | -0.3% |
| BA | Buy | BOEING CO | $765,000 | -8.2% | 3,480 | +0.0% | 0.36% | -5.5% |
| DON | Sell | WISDOMTREE TRus midcap divid | $764,000 | -5.2% | 18,419 | -4.2% | 0.36% | -2.7% |
| SRET | Buy | GLOBAL X FDSreit etf | $757,000 | +4.3% | 79,589 | +8.7% | 0.35% | +7.3% |
| O | Buy | REALTY INCOME CORP | $757,000 | +0.4% | 11,665 | +3.3% | 0.35% | +3.2% |
| IEMG | Sell | ISHARES INCcore msci emkt | $726,000 | -10.8% | 11,735 | -3.0% | 0.34% | -8.1% |
| BP | Buy | BP PLCsponsored adr | $714,000 | +5.9% | 26,097 | +2.1% | 0.33% | +9.2% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $709,000 | -3.8% | 8,734 | +0.1% | 0.33% | -0.9% |
| C | Buy | CITIGROUP INC | $690,000 | +9.9% | 9,830 | +11.2% | 0.32% | +12.9% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $689,000 | +1.6% | 2,594 | +3.1% | 0.32% | +4.5% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $672,000 | -4.0% | 4,972 | -2.3% | 0.31% | -1.3% |
| WM | Sell | WASTE MGMT INC DEL | $658,000 | +4.9% | 4,409 | -1.4% | 0.31% | +8.1% |
| ABT | Buy | ABBOTT LABS | $658,000 | +14.4% | 5,562 | +12.4% | 0.31% | +18.0% |
| BLK | Buy | BLACKROCK INC | $628,000 | +3.6% | 749 | +8.1% | 0.29% | +6.5% |
| VUG | VANGUARD INDEX FDSgrowth etf | $625,000 | +1.1% | 2,156 | 0.0% | 0.29% | +3.9% | |
| CAT | Buy | CATERPILLAR INC | $601,000 | -11.1% | 3,132 | +1.0% | 0.28% | -8.5% |
| MAR | MARRIOTT INTL INC NEWcl a | $588,000 | +8.1% | 3,970 | 0.0% | 0.28% | +11.3% | |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $580,000 | +12.6% | 1,712 | +14.6% | 0.27% | +15.8% |
| VOO | Buy | VANGUARD INDEX FDS | $580,000 | +15.8% | 1,470 | +15.1% | 0.27% | +18.9% |
| DIV | Buy | GLOBAL X FDSglobx supdv us | $571,000 | -0.9% | 29,388 | +2.4% | 0.27% | +1.9% |
| DIVO | New | AMPLIFY ETF TRcwp enhanced div | $568,000 | – | 16,259 | +100.0% | 0.27% | – |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $553,000 | +8.9% | 5,373 | -0.5% | 0.26% | +12.1% |
| QYLD | Buy | GLOBAL X FDSnasdaq 100 cover | $547,000 | +143.1% | 24,789 | +149.3% | 0.26% | +151.0% |
| QCOM | Sell | QUALCOMM INC | $544,000 | -21.6% | 4,199 | -13.6% | 0.25% | -19.6% |
| LLY | Sell | LILLY ELI & CO | $538,000 | -2.4% | 2,329 | -2.5% | 0.25% | +0.4% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $535,000 | -7.4% | 5,471 | -3.1% | 0.25% | -4.9% |
| MRNA | Buy | MODERNA INC | $533,000 | +72.5% | 1,386 | +5.3% | 0.25% | +76.6% |
| NVG | Buy | NUVEEN AMT FREE MUN CR INC F | $530,000 | +0.2% | 30,868 | +4.3% | 0.25% | +2.9% |
| SLYV | Sell | SPDR SER TRs&p 600 smcp val | $526,000 | -9.8% | 6,425 | -5.8% | 0.25% | -7.2% |
| VIOV | Sell | VANGUARD ADMIRAL FDS INCsmlcp 600 val | $524,000 | -10.0% | 3,012 | -5.8% | 0.24% | -7.5% |
| WSBC | Buy | WESBANCO INC | $510,000 | -4.3% | 14,957 | +0.0% | 0.24% | -1.2% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $508,000 | -46.0% | 9,084 | -44.9% | 0.24% | -44.4% |
| DEO | Buy | DIAGEO PLCspon adr new | $507,000 | +1.0% | 2,627 | +0.7% | 0.24% | +3.9% |
| PFF | Buy | ISHARES TRpfd and incm sec | $497,000 | +10.2% | 12,819 | +11.8% | 0.23% | +13.2% |
| CHI | Buy | CALAMOS CONV OPPORTUNITIES &sh ben int | $497,000 | -1.2% | 33,213 | +0.3% | 0.23% | +1.3% |
| LRCX | Sell | LAM RESEARCH CORP | $482,000 | -13.9% | 848 | -1.2% | 0.22% | -11.8% |
| ORCL | Sell | ORACLE CORP | $468,000 | +11.2% | 5,367 | -0.5% | 0.22% | +14.7% |
| XBI | Sell | SPDR SER TRs&p biotech | $463,000 | -9.6% | 3,684 | -3.4% | 0.22% | -6.9% |
| OKE | ONEOK INC NEW | $464,000 | +4.3% | 7,996 | 0.0% | 0.22% | +7.4% | |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $462,000 | +1.3% | 1,757 | +3.0% | 0.22% | +4.3% |
| IWR | Buy | ISHARES TRrus mid cap etf | $458,000 | +5.5% | 5,856 | +7.1% | 0.21% | +8.6% |
| ETN | Sell | EATON CORP PLC | $455,000 | +0.2% | 3,049 | -0.5% | 0.21% | +3.4% |
| LQDH | Sell | ISHARES U S ETF TRint rt hdg c b | $455,000 | -3.0% | 4,749 | -2.7% | 0.21% | 0.0% |
| IRM | Buy | IRON MTN INC NEW | $441,000 | +22.2% | 10,154 | +18.9% | 0.21% | +25.6% |
| TXN | Sell | TEXAS INSTRS INC | $438,000 | -4.4% | 2,283 | -4.0% | 0.20% | -1.4% |
| COST | Buy | COSTCO WHSL CORP NEW | $437,000 | +21.4% | 972 | +7.3% | 0.20% | +24.4% |
| KMPR | KEMPER CORP | $433,000 | -9.6% | 6,480 | 0.0% | 0.20% | -6.9% | |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $430,000 | -7.3% | 2,546 | -4.2% | 0.20% | -4.7% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $424,000 | -10.4% | 7,184 | +1.6% | 0.20% | -7.9% |
| LMT | Buy | LOCKHEED MARTIN CORP | $421,000 | -6.2% | 1,218 | +3.4% | 0.20% | -3.4% |
| KMI | Sell | KINDER MORGAN INC DEL | $418,000 | -8.9% | 25,038 | -1.3% | 0.20% | -6.2% |
| EMR | Buy | EMERSON ELEC CO | $416,000 | +14.3% | 4,429 | +17.1% | 0.20% | +17.5% |
| DLN | Buy | WISDOMTREE TRus largecap divd | $411,000 | +37.9% | 3,450 | +39.5% | 0.19% | +41.2% |
| EGP | EASTGROUP PPTYS INC | $410,000 | +1.2% | 2,461 | 0.0% | 0.19% | +4.3% | |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $408,000 | +3.6% | 1,018 | +3.1% | 0.19% | +6.7% |
| TSLA | TESLA INC | $405,000 | +14.4% | 523 | 0.0% | 0.19% | +17.4% | |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $404,000 | +13.8% | 3,914 | +16.0% | 0.19% | +17.4% |
| PINS | Buy | PINTEREST INCcl a | $400,000 | -35.1% | 7,855 | +0.6% | 0.19% | -33.2% |
| UNP | Buy | UNION PAC CORP | $399,000 | -5.5% | 2,035 | +5.9% | 0.19% | -2.6% |
| FDN | Buy | FIRST TR EXCHANGE-TRADED FDdj internt idx | $397,000 | +3.4% | 1,687 | +7.7% | 0.19% | +6.3% |
| QQEW | Buy | FIRST TR NAS100 EQ WEIGHTED | $397,000 | -0.8% | 3,573 | +0.0% | 0.19% | +2.2% |
| TDY | Sell | TELEDYNE TECHNOLOGIES INC | $394,000 | +2.3% | 917 | -0.3% | 0.18% | +5.1% |
| NUSI | Buy | ETF SER SOLUTIONSnationwide rsk | $388,000 | +1285.7% | 14,124 | +1312.4% | 0.18% | +1292.3% |
| MDT | Sell | MEDTRONIC PLC | $384,000 | -7.2% | 3,068 | -7.8% | 0.18% | -4.3% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $385,000 | +11.0% | 1,020 | +11.5% | 0.18% | +13.9% |
| SPGI | Buy | S&P GLOBAL INC | $385,000 | +3.8% | 907 | +0.2% | 0.18% | +6.5% |
| IWY | Sell | ISHARES TRrus tp200 gr etf | $381,000 | +1.9% | 2,496 | -0.1% | 0.18% | +4.7% |
| ANTM | Buy | ANTHEM INC | $369,000 | +15.7% | 989 | +18.9% | 0.17% | +19.3% |
| AWI | Buy | ARMSTRONG WORLD INDS INC NEW | $368,000 | -10.5% | 3,850 | +0.7% | 0.17% | -8.0% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $362,000 | -2.4% | 2,095 | +10.4% | 0.17% | 0.0% |
| XMVM | Sell | INVESCO EXCHANGE TRADED FD Ts&p mdcp vlu mnt | $356,000 | -6.3% | 7,970 | -5.3% | 0.17% | -3.5% |
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $355,000 | -0.8% | 9,068 | +1.0% | 0.17% | +1.8% |
| DGRO | Buy | ISHARES TRcore div grwth | $355,000 | +8.6% | 7,059 | +8.4% | 0.17% | +11.4% |
| WFC | Sell | WELLS FARGO CO NEW | $350,000 | +0.9% | 7,542 | -1.3% | 0.16% | +3.8% |
| AMGN | Sell | AMGEN INC | $349,000 | -22.1% | 1,645 | -10.5% | 0.16% | -20.1% |
| CSX | Sell | CSX CORP | $343,000 | -6.0% | 11,533 | -0.9% | 0.16% | -3.6% |
| RDSA | Sell | ROYAL DUTCH SHELL PLCspons adr a | $339,000 | +5.9% | 7,606 | -4.2% | 0.16% | +8.9% |
| KMB | Sell | KIMBERLY-CLARK CORP | $341,000 | -7.6% | 2,574 | -6.6% | 0.16% | -5.4% |
| ENB | Sell | ENBRIDGE INC | $329,000 | -1.2% | 8,285 | -0.8% | 0.15% | +2.0% |
| HTGC | Buy | HERCULES CAPITAL INC | $325,000 | -0.3% | 19,541 | +2.2% | 0.15% | +2.7% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $325,000 | -2.1% | 2,911 | +5.2% | 0.15% | +0.7% |
| AOM | ISHARES TRmodert alloc etf | $322,000 | -0.9% | 7,188 | 0.0% | 0.15% | +2.0% | |
| GOVT | Buy | ISHARES TRus treas bd etf | $322,000 | +4.9% | 12,146 | +5.3% | 0.15% | +7.9% |
| MPW | Buy | MEDICAL PPTYS TRUST INC | $318,000 | +1.0% | 15,868 | +1.3% | 0.15% | +4.2% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $317,000 | +8.2% | 2,894 | +12.3% | 0.15% | +11.3% |
| USMV | Buy | ISHARES TRmsci usa min vol | $317,000 | +4.6% | 4,317 | +4.7% | 0.15% | +7.2% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $315,000 | +8.6% | 1,581 | +8.2% | 0.15% | +11.4% |
| COP | Buy | CONOCOPHILLIPS | $310,000 | +13.1% | 4,557 | +1.1% | 0.14% | +16.0% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $309,000 | +0.7% | 1,309 | +1.2% | 0.14% | +3.6% |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $305,000 | +14.2% | 5,887 | +7.5% | 0.14% | +18.2% |
| MMM | Sell | 3M CO | $305,000 | -12.9% | 1,736 | -1.1% | 0.14% | -10.1% |
| AXP | Buy | AMERICAN EXPRESS CO | $304,000 | +2.0% | 1,814 | +0.4% | 0.14% | +4.4% |
| GSLC | GOLDMAN SACHS ETF TRactivebeta us lg | $303,000 | 0.0% | 3,523 | 0.0% | 0.14% | +2.9% | |
| DFS | Buy | DISCOVER FINL SVCS | $298,000 | +24.7% | 2,430 | +20.2% | 0.14% | +27.5% |
| COF | Buy | CAPITAL ONE FINL CORP | $298,000 | +14.2% | 1,839 | +8.9% | 0.14% | +16.8% |
| PODD | Sell | INSULET CORP | $296,000 | +0.3% | 1,042 | -2.5% | 0.14% | +3.0% |
| New | GENERAL ELECTRIC CO | $296,000 | – | 2,856 | +100.0% | 0.14% | – | |
| LIN | Sell | LINDE PLC | $293,000 | +2.1% | 992 | -0.2% | 0.14% | +4.6% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $278,000 | -1.8% | 1,349 | +6.7% | 0.13% | +0.8% |
| NKE | Buy | NIKE INCcl b | $274,000 | +1.9% | 1,879 | +7.7% | 0.13% | +4.9% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $274,000 | -71.6% | 701 | -70.9% | 0.13% | -70.8% |
| SDIV | Buy | GLOBAL X FDSglb x superdiv | $272,000 | -6.2% | 20,545 | +0.1% | 0.13% | -3.8% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $269,000 | +3.9% | 3,153 | +4.6% | 0.13% | +6.8% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $267,000 | -13.3% | 5,683 | -2.9% | 0.12% | -10.7% |
| GSK | GLAXOSMITHKLINE PLCsponsored adr | $268,000 | -3.9% | 7,039 | 0.0% | 0.12% | -1.6% | |
| NWL | Buy | NEWELL BRANDS INC | $267,000 | -19.3% | 12,082 | +0.0% | 0.12% | -17.2% |
| MBB | Buy | ISHARES TRmbs etf | $265,000 | +6.0% | 2,446 | +6.4% | 0.12% | +8.8% |
| LDUR | Sell | PIMCO ETF TRenhncd lw dur ac | $265,000 | -34.9% | 2,600 | -35.0% | 0.12% | -33.0% |
| APD | Sell | AIR PRODS & CHEMS INC | $262,000 | -16.8% | 1,027 | -5.3% | 0.12% | -14.0% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $263,000 | +24.6% | 3,546 | +27.6% | 0.12% | +28.1% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $259,000 | -7.8% | 5,193 | +0.5% | 0.12% | -5.5% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $258,000 | +4.0% | 2,951 | +4.8% | 0.12% | +7.1% |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $252,000 | -0.4% | 8,428 | +0.1% | 0.12% | +2.6% |
| CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $251,000 | +45.1% | 5,156 | +38.6% | 0.12% | +48.1% |
| DVY | Sell | ISHARES TRselect divid etf | $251,000 | -9.4% | 2,191 | -7.9% | 0.12% | -7.1% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $251,000 | +4.1% | 1,972 | +2.7% | 0.12% | +6.4% |
| IUSB | Buy | ISHARES TRcore total usd | $249,000 | +43.1% | 4,677 | +42.5% | 0.12% | +46.8% |
| DHR | New | DANAHER CORPORATION | $247,000 | – | 811 | +100.0% | 0.12% | – |
| FV | Buy | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $245,000 | +25.6% | 5,347 | +29.7% | 0.12% | +29.2% |
| SWKS | Buy | SKYWORKS SOLUTIONS INC | $241,000 | -7.7% | 1,464 | +7.5% | 0.11% | -5.0% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $240,000 | -7.3% | 4,104 | -1.1% | 0.11% | -5.1% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $237,000 | -7.1% | 2,406 | -7.0% | 0.11% | -4.3% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $238,000 | +3.9% | 1,323 | +2.5% | 0.11% | +6.7% |
| FXR | Buy | FIRST TR EXCHANGE TRADED FDindls prod dur | $236,000 | +4.0% | 4,094 | +5.3% | 0.11% | +6.8% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $234,000 | -15.2% | 2,860 | -14.9% | 0.11% | -13.5% |
| BXMX | Sell | NUVEEN S&P 500 BUY-WRITE INC | $233,000 | -2.5% | 16,393 | -1.5% | 0.11% | 0.0% |
| STOR | Buy | STORE CAP CORP | $231,000 | -2.9% | 7,213 | +3.9% | 0.11% | 0.0% |
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $228,000 | -0.4% | 1,518 | 0.0% | 0.11% | +2.9% | |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $227,000 | – | 924 | +100.0% | 0.11% | – |
| AOS | Buy | SMITH A O CORP | $227,000 | -13.0% | 3,712 | +2.1% | 0.11% | -10.9% |
| GM | Sell | GENERAL MTRS CO | $227,000 | -18.6% | 4,294 | -8.5% | 0.11% | -16.5% |
| SYY | Sell | SYSCO CORP | $225,000 | -3.8% | 2,865 | -4.7% | 0.10% | -0.9% |
| USB | Sell | US BANCORP DEL | $223,000 | +2.8% | 3,756 | -1.1% | 0.10% | +5.1% |
| RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $222,000 | +88.1% | 4,684 | +93.7% | 0.10% | +92.6% |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $222,000 | +10.4% | 1,311 | +0.3% | 0.10% | +14.3% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $220,000 | -28.1% | 634 | -24.3% | 0.10% | -25.9% |
| CL | Buy | COLGATE PALMOLIVE CO | $220,000 | -2.2% | 2,924 | +5.9% | 0.10% | +1.0% |
| FTCS | FIRST TR EXCHANGE-TRADED FDcap strength etf | $221,000 | -0.5% | 2,952 | 0.0% | 0.10% | +2.0% | |
| IWB | Sell | ISHARES TRrus 1000 etf | $219,000 | -2.7% | 906 | -2.6% | 0.10% | 0.0% |
| OIH | Buy | VANECK ETF TRUSToil services etf | $216,000 | +6.4% | 1,096 | +17.8% | 0.10% | +9.8% |
| FITB | Buy | FIFTH THIRD BANCORP | $215,000 | +28.7% | 5,064 | +15.4% | 0.10% | +32.9% |
| ACN | New | ACCENTURE PLC IRELAND | $215,000 | – | 670 | +100.0% | 0.10% | – |
| TJX | Buy | TJX COS INC NEW | $212,000 | -1.4% | 3,224 | +1.2% | 0.10% | +1.0% |
| CW | CURTISS WRIGHT CORP | $212,000 | +6.0% | 1,680 | 0.0% | 0.10% | +8.8% | |
| MXI | Sell | ISHARES TRglobal mater etf | $208,000 | -6.3% | 2,447 | -0.0% | 0.10% | -4.0% |
| ZTS | Sell | ZOETIS INCcl a | $205,000 | -27.0% | 1,055 | -29.7% | 0.10% | -25.0% |
| OXY | Buy | OCCIDENTAL PETE CORP | $205,000 | -3.8% | 6,932 | +1.5% | 0.10% | -1.0% |
| FTC | FIRST TRUST LRGCP GWT ALPHAD | $204,000 | +1.5% | 1,833 | 0.0% | 0.10% | +4.4% | |
| VFH | Buy | VANGUARD WORLD FDSfinancials etf | $203,000 | +61.1% | 2,187 | +57.7% | 0.10% | +66.7% |
| SHOP | Sell | SHOPIFY INCcl a | $200,000 | -63.2% | 147 | -60.5% | 0.09% | -61.9% |
| FBHS | FORTUNE BRANDS HOME & SEC IN | $200,000 | -9.9% | 2,233 | 0.0% | 0.09% | -6.9% | |
| SDY | SPDR SER TRs&p divid etf | $202,000 | -3.3% | 1,715 | 0.0% | 0.09% | -1.1% | |
| NFG | NATIONAL FUEL GAS CO | $201,000 | +0.5% | 3,832 | 0.0% | 0.09% | +3.3% | |
| ESGU | Buy | ISHARES TResg awr msci usa | $199,000 | +95.1% | 2,019 | +93.6% | 0.09% | +102.2% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $199,000 | -4.8% | 991 | -4.9% | 0.09% | -2.1% |
| IEUR | ISHARES TRcore msci euro | $196,000 | -1.5% | 3,489 | 0.0% | 0.09% | +2.2% | |
| FXD | Buy | FIRST TR EXCHANGE TRADED FDconsumr discre | $196,000 | +5.4% | 3,318 | +7.2% | 0.09% | +8.2% |
| AGG | Buy | ISHARES TRcore us aggbd et | $187,000 | +13.3% | 1,628 | +14.1% | 0.09% | +16.0% |
| EFAS | Buy | GLOBAL X FDSmsci supdiv ea | $187,000 | 0.0% | 12,228 | +5.0% | 0.09% | +2.4% |
| HBAN | HUNTINGTON BANCSHARES INC | $181,000 | +9.0% | 11,686 | 0.0% | 0.08% | +13.3% | |
| IYW | Sell | ISHARES TRu.s. tech etf | $180,000 | -7.2% | 1,775 | -9.1% | 0.08% | -4.5% |
| EFA | ISHARES TRmsci eafe etf | $178,000 | -1.1% | 2,273 | 0.0% | 0.08% | +1.2% | |
| IVE | ISHARES TRs&p 500 val etf | $176,000 | -1.1% | 1,206 | 0.0% | 0.08% | +1.2% | |
| IGSB | Buy | ISHARES TR | $173,000 | +19.3% | 3,162 | +18.7% | 0.08% | +22.7% |
| HDV | ISHARES TRcore high dv etf | $174,000 | -2.2% | 1,848 | 0.0% | 0.08% | 0.0% | |
| XLC | Buy | SELECT SECTOR SPDR TR | $171,000 | +22.1% | 2,133 | +22.8% | 0.08% | +25.0% |
| EFG | Buy | ISHARES TReafe grwth etf | $171,000 | +20.4% | 1,600 | +21.1% | 0.08% | +23.1% |
| HYD | VANECK ETF TRUSThigh yld munietf | $172,000 | -1.7% | 2,755 | 0.0% | 0.08% | 0.0% | |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $170,000 | +9.7% | 1,909 | +11.5% | 0.08% | +14.3% |
| AGNC | New | AGNC INVT CORP | $167,000 | – | 10,585 | +100.0% | 0.08% | – |
| NLY | Sell | ANNALY CAPITAL MANAGEMENT IN | $165,000 | -9.3% | 19,531 | -4.6% | 0.08% | -7.2% |
| XAR | Buy | SPDR SER TRaerospace def | $165,000 | -9.3% | 1,386 | +0.6% | 0.08% | -7.2% |
| UBCP | Buy | UNITED BANCORP INC OHIO | $163,000 | +1.2% | 11,371 | +0.1% | 0.08% | +4.1% |
| AOA | Buy | ISHARES TRaggres alloc etf | $160,000 | +13.5% | 2,289 | +15.1% | 0.08% | +17.2% |
| FXL | Buy | FIRST TR EXCHANGE TRADED FDtech alphadex | $157,000 | +7.5% | 1,281 | +8.6% | 0.07% | +10.6% |
| IGIB | Sell | ISHARES TR | $154,000 | -12.0% | 2,578 | -10.7% | 0.07% | -10.0% |
| HEFA | Buy | ISHARES TRhdg msci eafe | $154,000 | 0.0% | 4,476 | +0.6% | 0.07% | +2.9% |
| DGRW | WISDOMTREE TRus qtly div grt | $152,000 | -1.3% | 2,577 | 0.0% | 0.07% | +1.4% | |
| FNY | FIRST TR EXCHANGE-TRADED ALPmid cp gr alph | $150,000 | -4.5% | 2,084 | 0.0% | 0.07% | -1.4% | |
| FYC | FIRST TR EXCHANGE-TRADED ALPsml cp grw alp | $148,000 | -2.0% | 2,065 | 0.0% | 0.07% | 0.0% | |
| PID | Buy | INVESCO EXCHANGE TRADED FD Tintl divi achi | $147,000 | +40.0% | 8,357 | +40.7% | 0.07% | +43.8% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $148,000 | -46.2% | 1,996 | -47.3% | 0.07% | -44.8% |
| TIP | Buy | ISHARES TRtips bd etf | $140,000 | +21.7% | 1,097 | +21.2% | 0.06% | +25.0% |
| FYT | FIRST TR EXCHANGE-TRADED ALPsml cap val alph | $139,000 | -2.1% | 2,791 | 0.0% | 0.06% | 0.0% | |
| PGX | Buy | INVESCO EXCH TRADED FD TR IIpfd etf | $139,000 | +18.8% | 9,223 | +20.8% | 0.06% | +22.6% |
| FTXR | Buy | FIRST TR EXCHANGE-TRADED FDnasdaq transn | $131,000 | -4.4% | 4,251 | +4.2% | 0.06% | -1.6% |
| IYG | Buy | ISHARES TRu.s. fin svc etf | $131,000 | +32.3% | 699 | +31.4% | 0.06% | +35.6% |
| JFR | NUVEEN FLOATING RATE INCOME | $128,000 | +0.8% | 12,687 | 0.0% | 0.06% | +3.4% | |
| ARKK | Sell | ARK ETF TRinnovation etf | $129,000 | -24.1% | 1,169 | -9.7% | 0.06% | -22.1% |
| ALTY | Buy | GLOBAL X FDSsuper div altr | $124,000 | +25.3% | 9,281 | +26.5% | 0.06% | +28.9% |
| EFV | Buy | ISHARES TReafe value etf | $124,000 | +55.0% | 2,444 | +57.5% | 0.06% | +61.1% |
| FNK | FIRST TR EXCHANGE-TRADED ALPmid cap val fd | $125,000 | -0.8% | 2,831 | 0.0% | 0.06% | +1.8% | |
| PSJ | INVESCO EXCHANGE TRADED FD Tdynmc software | $124,000 | -13.3% | 865 | 0.0% | 0.06% | -10.8% | |
| PDP | Buy | INVESCO EXCHANGE TRADED FD Tdwa momentum | $123,000 | +15.0% | 1,381 | +16.0% | 0.06% | +18.4% |
| ICVT | Buy | ISHARES TRconv bd etf | $125,000 | +40.4% | 1,258 | +43.8% | 0.06% | +45.0% |
| NEAR | Sell | ISHARES U S ETF TRblackrock st mat | $122,000 | -3.9% | 2,441 | -3.6% | 0.06% | -1.7% |
| MTUM | Buy | ISHARES TRmsci usa mmentm | $120,000 | +25.0% | 685 | +25.5% | 0.06% | +27.3% |
| ET | ENERGY TRANSFER L P | $118,000 | -9.2% | 12,286 | 0.0% | 0.06% | -6.8% | |
| EBIZ | Buy | GLOBAL X FDS | $116,000 | +26.1% | 3,859 | +44.6% | 0.05% | +28.6% |
| SKYY | FIRST TR EXCHANGE TRADED FD | $113,000 | -0.9% | 1,071 | 0.0% | 0.05% | +1.9% | |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $113,000 | -5.0% | 1,768 | -5.9% | 0.05% | -1.9% |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $112,000 | -0.9% | 802 | 0.0% | 0.05% | +2.0% | |
| MUB | ISHARES TRnational mun etf | $111,000 | 0.0% | 951 | 0.0% | 0.05% | +4.0% | |
| FBT | FIRST TR EXCHANGE-TRADED FDny arca biotech | $108,000 | -3.6% | 649 | 0.0% | 0.05% | 0.0% | |
| ICF | Buy | ISHARES TRcohen steer reit | $108,000 | +1.9% | 1,644 | +0.2% | 0.05% | +6.2% |
| BUG | Buy | GLOBAL X FDScybrscurty etf | $110,000 | +111.5% | 3,590 | +100.6% | 0.05% | +112.5% |
| DWAS | INVESCO EXCH TRADED FD TR IIdwa smlcp ment | $104,000 | -1.9% | 1,176 | 0.0% | 0.05% | +2.1% | |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $102,000 | -1.0% | 1,908 | +0.1% | 0.05% | +2.1% |
| IXN | Buy | ISHARES TRglobal tech etf | $103,000 | -8.0% | 1,809 | +443.2% | 0.05% | -5.9% |
| XHE | SPDR SER TRhlth cr equip | $100,000 | -2.9% | 800 | 0.0% | 0.05% | 0.0% | |
| SOXX | Buy | ISHARES TRishares semicdtr | $100,000 | +4.2% | 224 | +5.2% | 0.05% | +6.8% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $99,000 | +5.3% | 1,561 | +500.4% | 0.05% | +7.0% |
| IAT | Buy | ISHARES TRus regnl bks etf | $95,000 | +35.7% | 1,572 | +28.6% | 0.04% | +37.5% |
| SIRI | SIRIUS XM HOLDINGS INC | $95,000 | -6.9% | 15,570 | 0.0% | 0.04% | -4.3% | |
| FXO | Sell | FIRST TR EXCHANGE TRADED FDfinls alphadex | $92,000 | 0.0% | 2,052 | -1.2% | 0.04% | +2.4% |
| IYC | Buy | ISHARES TRus consum discre | $91,000 | +28.2% | 1,183 | +29.4% | 0.04% | +34.4% |
| XYLD | Buy | GLOBAL X FDSs&p 500 covered | $92,000 | +33.3% | 1,898 | +34.6% | 0.04% | +38.7% |
| IGV | ISHARES TRexpanded tech | $93,000 | +2.2% | 232 | 0.0% | 0.04% | +4.9% | |
| ITB | Sell | ISHARES TRus home cons etf | $92,000 | -17.1% | 1,384 | -13.4% | 0.04% | -14.0% |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $89,000 | -1.1% | 1,021 | +0.1% | 0.04% | +2.4% |
| XHB | Sell | SPDR SER TRs&p homebuild | $89,000 | -2.2% | 1,231 | -1.2% | 0.04% | +2.4% |
| SDEM | Buy | GLOBAL X FDSmsci supr em etf | $88,000 | +14.3% | 7,404 | +17.8% | 0.04% | +17.1% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $83,000 | -28.4% | 629 | -28.1% | 0.04% | -26.4% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $83,000 | -4.6% | 818 | -3.0% | 0.04% | -2.5% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $83,000 | 0.0% | 878 | +0.2% | 0.04% | +2.6% |
| GNOM | GLOBAL X FDSgenomic biotech | $83,000 | -10.8% | 3,743 | 0.0% | 0.04% | -7.1% | |
| PGF | Buy | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $83,000 | -1.2% | 4,386 | +0.1% | 0.04% | +2.6% |
| IDV | Buy | ISHARES TRintl sel div etf | $82,000 | -3.5% | 2,697 | +1.7% | 0.04% | -2.6% |
| IYT | Buy | ISHARES TRus trsprtion | $81,000 | +11.0% | 335 | +20.5% | 0.04% | +15.2% |
| ESGE | Buy | ISHARES INCesg awr msci em | $81,000 | +55.8% | 1,940 | +67.5% | 0.04% | +58.3% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $79,000 | -19.4% | 1,151 | -18.5% | 0.04% | -17.8% |
| IGLB | Buy | ISHARES TR10+ yr invst grd | $76,000 | 0.0% | 1,092 | +0.6% | 0.04% | +2.9% |
| IYLD | ISHARES TRmrngstr inc etf | $77,000 | -1.3% | 3,201 | 0.0% | 0.04% | +2.9% | |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $73,000 | +4.3% | 889 | +4.3% | 0.03% | +6.2% |
| FLOT | ISHARES TRfltg rate nt etf | $70,000 | 0.0% | 1,378 | 0.0% | 0.03% | +3.1% | |
| BIV | VANGUARD BD INDEX FDSintermed term | $71,000 | -1.4% | 795 | 0.0% | 0.03% | 0.0% | |
| BLV | VANGUARD BD INDEX FDSlong term bond | $66,000 | -1.5% | 649 | 0.0% | 0.03% | +3.3% | |
| PIE | Buy | INVESCO EXCH TRADED FD TR IIdwa emerg mkts | $66,000 | +43.5% | 2,731 | +62.7% | 0.03% | +47.6% |
| IWV | Buy | ISHARES TRrussell 3000 etf | $67,000 | -1.5% | 265 | +0.4% | 0.03% | 0.0% |
| IYF | ISHARES TRu.s. finls etf | $66,000 | +1.5% | 808 | 0.0% | 0.03% | +3.3% | |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $65,000 | +47.7% | 1,277 | +47.3% | 0.03% | +50.0% |
| ITM | VANECK ETF TRUSTintrmdt muni etf | $64,000 | -1.5% | 1,252 | 0.0% | 0.03% | 0.0% | |
| VLUE | Buy | ISHARES TRmsci usa value | $61,000 | +74.3% | 605 | +81.7% | 0.03% | +81.2% |
| CMF | ISHARES TRcalif mun bd etf | $62,000 | 0.0% | 992 | 0.0% | 0.03% | +3.6% | |
| IXG | Buy | ISHARES TRglobal finls etf | $61,000 | +56.4% | 783 | +56.6% | 0.03% | +61.1% |
| ACWX | Buy | ISHARES TRmsci acwi ex us | $62,000 | -4.6% | 1,123 | +0.1% | 0.03% | -3.3% |
| IYJ | Buy | ISHARES TRus industrials | $61,000 | +19.6% | 572 | +24.1% | 0.03% | +26.1% |
| EEM | ISHARES TRmsci emg mkt etf | $62,000 | -6.1% | 1,227 | 0.0% | 0.03% | -3.3% | |
| EFAV | ISHARES TRmsci eafe min vl | $60,000 | 0.0% | 795 | 0.0% | 0.03% | +3.7% | |
| FXH | FIRST TR EXCHANGE TRADED FDhlth care alph | $59,000 | 0.0% | 499 | 0.0% | 0.03% | +3.7% | |
| IJK | ISHARES TRs&p mc 400gr etf | $60,000 | -1.6% | 752 | 0.0% | 0.03% | 0.0% | |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $60,000 | 0.0% | 550 | +0.2% | 0.03% | +3.7% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $57,000 | -45.7% | 259 | -43.6% | 0.03% | -43.8% |
| MDIV | Buy | FIRST TR EXCHANGE-TRADED FDmulti asset di | $58,000 | +56.8% | 3,534 | +62.4% | 0.03% | +58.8% |
| PCY | Buy | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $58,000 | +23.4% | 2,182 | +24.8% | 0.03% | +28.6% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $56,000 | +75.0% | 714 | +83.1% | 0.03% | +73.3% |
| IUSV | ISHARES TRcore s&p us vlu | $56,000 | 0.0% | 779 | 0.0% | 0.03% | +4.0% | |
| IUSG | Sell | ISHARES TRcore s&p us gwt | $55,000 | 0.0% | 526 | -4.7% | 0.03% | +4.0% |
| IHF | ISHARES TRus hlthcr pr etf | $54,000 | -5.3% | 212 | 0.0% | 0.02% | -3.8% | |
| IWS | ISHARES TRrus mdcp val etf | $51,000 | -1.9% | 448 | 0.0% | 0.02% | 0.0% | |
| HYHG | PROSHARES TRhgh yld int rate | $51,000 | 0.0% | 813 | 0.0% | 0.02% | +4.3% | |
| IEZ | Buy | ISHARES TRus oil eq&sv etf | $49,000 | -7.5% | 3,583 | +0.1% | 0.02% | -4.2% |
| HYGH | ISHARES U S ETF TRit rt hdg hgyl | $50,000 | -2.0% | 575 | 0.0% | 0.02% | 0.0% | |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $50,000 | -3.8% | 178 | 0.0% | 0.02% | -4.2% | |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $46,000 | -6.1% | 751 | 0.0% | 0.02% | 0.0% | |
| FVC | Buy | FIRST TR EXCHANGE-TRADED FDdorsey wright | $45,000 | +45.2% | 1,283 | +51.3% | 0.02% | +50.0% |
| ITA | Sell | ISHARES TRus aer def etf | $44,000 | -79.1% | 422 | -78.1% | 0.02% | -78.1% |
| CLOU | GLOBAL X FDS | $45,000 | +2.3% | 1,540 | 0.0% | 0.02% | +5.0% | |
| RYLD | New | GLOBAL X FDSrussell 2000 | $45,000 | – | 1,797 | +100.0% | 0.02% | – |
| PSCT | INVESCO EXCH TRADED FD TR IIs&p smlcp info | $44,000 | -4.3% | 318 | 0.0% | 0.02% | 0.0% | |
| SCHF | SCHWAB STRATEGIC TRintl eqty etf | $42,000 | 0.0% | 1,068 | 0.0% | 0.02% | +5.3% | |
| ATRS | ANTARES PHARMA INC | $42,000 | -16.0% | 11,500 | 0.0% | 0.02% | -13.0% | |
| PSCC | INVESCO EXCH TRADED FD TR IIs&p smlcp stap | $40,000 | -7.0% | 400 | 0.0% | 0.02% | -5.0% | |
| FXG | FIRST TR EXCHANGE TRADED FDconsumr staple | $39,000 | 0.0% | 693 | 0.0% | 0.02% | 0.0% | |
| REMX | VANECK ETF TRUSTrare earth/strtg | $38,000 | +22.6% | 366 | 0.0% | 0.02% | +28.6% | |
| VOX | VANGUARD WORLD FDS | $38,000 | -2.6% | 271 | 0.0% | 0.02% | 0.0% | |
| COMT | Buy | ISHARES U S ETF TRgsci cmdty stgy | $38,000 | +90.0% | 1,070 | +86.1% | 0.02% | +100.0% |
| IJT | ISHARES TRs&p sml 600 gwt | $38,000 | -2.6% | 294 | 0.0% | 0.02% | 0.0% | |
| PSP | Buy | INVESCO EXCHANGE TRADED FD Tgbl listed pvt | $36,000 | +9.1% | 2,384 | +11.7% | 0.02% | +13.3% |
| VDE | VANGUARD WORLD FDSenergy etf | $36,000 | -2.7% | 488 | 0.0% | 0.02% | 0.0% | |
| AGZ | Sell | ISHARES TRagency bond etf | $36,000 | -14.3% | 305 | -12.9% | 0.02% | -10.5% |
| VTI | VANGUARD INDEX FDStotal stk mkt | $36,000 | -2.7% | 164 | 0.0% | 0.02% | 0.0% | |
| IYE | Buy | ISHARES TRu.s. energy etf | $35,000 | +59.1% | 1,243 | +65.7% | 0.02% | +60.0% |
| IXC | ISHARES TRglobal energ etf | $32,000 | 0.0% | 1,201 | 0.0% | 0.02% | 0.0% | |
| VXF | VANGUARD INDEX FDSextend mkt etf | $32,000 | -3.0% | 177 | 0.0% | 0.02% | 0.0% | |
| SIZE | Sell | ISHARES TRmsci usa sze ft | $32,000 | -43.9% | 249 | -43.3% | 0.02% | -42.3% |
| PSCF | INVESCO EXCH TRADED FD TR IIs&p smlcp finl | $33,000 | 0.0% | 566 | 0.0% | 0.02% | 0.0% | |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $31,000 | -11.4% | 497 | -13.9% | 0.01% | -12.5% |
| EUSC | WISDOMTREE TReur hdg smlcap | $29,000 | 0.0% | 823 | 0.0% | 0.01% | +7.7% | |
| USIG | Buy | ISHARES TRusd inv grde etf | $30,000 | +500.0% | 481 | +597.1% | 0.01% | +600.0% |
| IJJ | ISHARES TRs&p mc 400vl etf | $31,000 | 0.0% | 298 | 0.0% | 0.01% | 0.0% | |
| IXUS | ISHARES TRcore msci total | $29,000 | -6.5% | 413 | 0.0% | 0.01% | 0.0% | |
| SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $29,000 | 0.0% | 476 | 0.0% | 0.01% | +7.7% | |
| IWP | ISHARES TRrus md cp gr etf | $29,000 | 0.0% | 256 | 0.0% | 0.01% | +7.7% | |
| RYE | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql enr | $27,000 | – | 592 | +100.0% | 0.01% | – |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $27,000 | -6.9% | 189 | -6.0% | 0.01% | 0.0% |
| IEF | ISHARES TRbarclays 7 10 yr | $27,000 | 0.0% | 233 | 0.0% | 0.01% | +8.3% | |
| PKW | Sell | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $28,000 | -9.7% | 310 | -8.8% | 0.01% | -7.1% |
| SMLF | New | ISHARES TRmsci usa sml cp | $25,000 | – | 474 | +100.0% | 0.01% | – |
| PSK | Buy | SPDR SER TRice pfd sec etf | $24,000 | 0.0% | 549 | +3.0% | 0.01% | 0.0% |
| PAVE | GLOBAL X FDSus infr dev etf | $21,000 | -4.5% | 837 | 0.0% | 0.01% | 0.0% | |
| IFV | FIRST TR EXCHANGE-TRADED FDdorsey wright | $21,000 | -4.5% | 895 | 0.0% | 0.01% | 0.0% | |
| REM | ISHARES TRmortge rel etf | $21,000 | 0.0% | 583 | 0.0% | 0.01% | 0.0% | |
| IAI | New | ISHARES TRus br del se etf | $22,000 | – | 207 | +100.0% | 0.01% | – |
| PEJ | INVESCO EXCHANGE TRADED FD Tdynmc leisure | $20,000 | -4.8% | 400 | 0.0% | 0.01% | -10.0% | |
| FALN | Buy | ISHARES TRfaln angls usd | $20,000 | +53.8% | 670 | +50.9% | 0.01% | +50.0% |
| VIS | VANGUARD WORLD FDSindustrial etf | $19,000 | -9.5% | 103 | 0.0% | 0.01% | -10.0% | |
| USFR | WISDOMTREE TRfloatng rat trea | $20,000 | 0.0% | 794 | 0.0% | 0.01% | 0.0% | |
| IYH | ISHARES TRus hlthcare etf | $18,000 | 0.0% | 65 | 0.0% | 0.01% | 0.0% | |
| PBW | INVESCO EXCHANGE TRADED FD Twilderhil clan | $17,000 | -19.0% | 220 | 0.0% | 0.01% | -20.0% | |
| KBWD | INVESCO EXCH TRADED FD TR IIkbw hig dv yld | $18,000 | 0.0% | 880 | 0.0% | 0.01% | 0.0% | |
| PZA | INVESCO EXCH TRADED FD TR IInatl amt muni | $18,000 | 0.0% | 653 | 0.0% | 0.01% | 0.0% | |
| IJS | ISHARES TRsp smcp600vl etf | $15,000 | 0.0% | 153 | 0.0% | 0.01% | 0.0% | |
| ISTB | ISHARES TRcore 1 5 yr usd | $13,000 | 0.0% | 250 | 0.0% | 0.01% | 0.0% | |
| HEDJ | WISDOMTREE TReurope hedged eq | $12,000 | 0.0% | 154 | 0.0% | 0.01% | +20.0% | |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $13,000 | +160.0% | 288 | +150.4% | 0.01% | +200.0% |
| JETS | ETF SER SOLUTIONSus glb jets | $12,000 | 0.0% | 500 | 0.0% | 0.01% | +20.0% | |
| DFE | Buy | WISDOMTREE TReurope smcp dv | $12,000 | -7.7% | 172 | +0.6% | 0.01% | 0.0% |
| SPFF | GLOBAL X FDSglbx suprinc etf | $12,000 | -7.7% | 1,040 | 0.0% | 0.01% | 0.0% | |
| MLPA | GLOBAL X FDSglbl x mlp etf | $12,000 | -14.3% | 350 | 0.0% | 0.01% | 0.0% | |
| EWJ | Buy | ISHARES INCmsci jpn etf new | $12,000 | +20.0% | 169 | +24.3% | 0.01% | +20.0% |
| HEZU | ISHARES TRcur hd eurzn etf | $13,000 | 0.0% | 354 | 0.0% | 0.01% | 0.0% | |
| QCLN | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $13,000 | -7.1% | 200 | 0.0% | 0.01% | 0.0% | |
| DEM | WISDOMTREE TRemer mkt high fd | $10,000 | 0.0% | 229 | 0.0% | 0.01% | 0.0% | |
| REET | ISHARES TRglobal reit etf | $10,000 | 0.0% | 361 | 0.0% | 0.01% | 0.0% | |
| IBMK | Buy | ISHARES TRibonds dec2022 | $11,000 | 0.0% | 403 | +0.2% | 0.01% | 0.0% |
| STIP | ISHARES TR0-5 yr tips etf | $10,000 | 0.0% | 92 | 0.0% | 0.01% | 0.0% | |
| IWN | ISHARES TRrus 2000 val etf | $11,000 | -8.3% | 74 | 0.0% | 0.01% | 0.0% | |
| IEO | New | ISHARES TRus oil gs ex etf | $11,000 | – | 182 | +100.0% | 0.01% | – |
| IBMJ | Buy | ISHARES TRibonds dec2021 | $10,000 | 0.0% | 407 | +0.2% | 0.01% | 0.0% |
| SPIP | SPDR SER TRportfli tips etf | $10,000 | 0.0% | 323 | 0.0% | 0.01% | 0.0% | |
| RWR | SPDR SER TRdj reit etf | $11,000 | +10.0% | 100 | 0.0% | 0.01% | 0.0% | |
| SPSB | SPDR SER TRportfolio short | $10,000 | 0.0% | 320 | 0.0% | 0.01% | 0.0% | |
| SPIB | SPDR SER TRportfolio intrmd | $10,000 | 0.0% | 275 | 0.0% | 0.01% | 0.0% | |
| VDC | VANGUARD WORLD FDSconsum stp etf | $10,000 | 0.0% | 55 | 0.0% | 0.01% | 0.0% | |
| RPG | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $10,000 | +11.1% | 51 | 0.0% | 0.01% | +25.0% | |
| PTH | INVESCO EXCHANGE TRADED FD Tdwa healthcare | $10,000 | 0.0% | 63 | 0.0% | 0.01% | 0.0% | |
| IBB | ISHARES TRishares biotech | $11,000 | 0.0% | 67 | 0.0% | 0.01% | 0.0% | |
| PSCH | INVESCO EXCH TRADED FD TR IIs&p smlcp helt | $9,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
| OXYWS | Sell | OCCIDENTAL PETE CORP*w exp 08/03/202 | $9,000 | -30.8% | 799 | -10.9% | 0.00% | -33.3% |
| IAGG | ISHARES TRcore intl aggr | $9,000 | 0.0% | 168 | 0.0% | 0.00% | 0.0% | |
| RFG | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 pr | $8,000 | -11.1% | 38 | 0.0% | 0.00% | 0.0% | |
| FIVG | ETF SER SOLUTIONSdefiance next | $8,000 | -11.1% | 229 | 0.0% | 0.00% | 0.0% | |
| SCHM | SCHWAB STRATEGIC TRus mid-cap etf | $9,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% | |
| SCHV | SCHWAB STRATEGIC TRus lcap va etf | $8,000 | 0.0% | 116 | 0.0% | 0.00% | 0.0% | |
| POTX | Buy | GLOBAL X FDScannabis etf | $9,000 | -30.8% | 961 | +0.1% | 0.00% | -33.3% |
| CWB | SPDR SER TRblmbrg brc cnvrt | $8,000 | 0.0% | 95 | 0.0% | 0.00% | 0.0% | |
| DOL | WISDOMTREE TRintl lrgcap dv | $7,000 | 0.0% | 143 | 0.0% | 0.00% | 0.0% | |
| SMMV | Buy | ISHARES TRmsci usa smcp mn | $6,000 | +500.0% | 181 | +546.4% | 0.00% | – |
| CXSE | Buy | WISDOMTREE TRchinadiv ex fi | $6,000 | +50.0% | 119 | +116.4% | 0.00% | +50.0% |
| IWO | ISHARES TRrus 2000 grw etf | $7,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
| XLRE | Sell | SELECT SECTOR SPDR TRrl est sel sec | $7,000 | -36.4% | 164 | -37.9% | 0.00% | -40.0% |
| VNQI | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $6,000 | -14.3% | 109 | 0.0% | 0.00% | 0.0% | |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $5,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| RPV | INVESCO EXCHANGE TRADED FD Ts&p500 pur val | $5,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% | |
| VGIT | VANGUARD SCOTTSDALE FDSinter term treas | $4,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% | |
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $5,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
| HYS | PIMCO ETF TR0-5 high yield | $5,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
| SCHP | SCHWAB STRATEGIC TRus tips etf | $4,000 | 0.0% | 69 | 0.0% | 0.00% | 0.0% | |
| SCZ | ISHARES TReafe sml cp etf | $5,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% | |
| VAW | VANGUARD WORLD FDSmaterials etf | $5,000 | -16.7% | 31 | 0.0% | 0.00% | -33.3% | |
| VCLT | VANGUARD SCOTTSDALE FDSlg-term cor bd | $4,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
| IDU | ISHARES TRu.s. utilits etf | $4,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| IGM | ISHARES TRexpnd tec sc etf | $5,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| OEF | ISHARES TRs&p 100 etf | $5,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% | |
| FGD | Sell | FIRST TR EXCHANGE TRADED FDdj glbl divid | $2,000 | -33.3% | 93 | -17.7% | 0.00% | 0.0% |
| ILTB | ISHARES TRcore lt usdb etf | $2,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| SCHH | SCHWAB STRATEGIC TRus reit etf | $3,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% | |
| SCHA | SCHWAB STRATEGIC TRus sml cap etf | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| TLH | ISHARES TR10-20 yr trs etf | $3,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
| VPL | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $2,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $3,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% | |
| RYT | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $3,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| PICK | ISHARES INCmsci gbl etf new | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| PHB | INVESCO EXCH TRADED FD TR IIfndmntl hy crp | $2,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% | |
| DLS | WISDOMTREE TRintl smcap div | $3,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| DIM | WISDOMTREE TRintl midcap dv | $3,000 | +50.0% | 43 | 0.0% | 0.00% | 0.0% | |
| PGHY | INVESCO EXCH TRADED FD TR IIgbl srt trm hy | $1,000 | 0.0% | 33 | 0.0% | 0.00% | – | |
| EWU | ISHARES TRmsci uk etf new | $1,000 | 0.0% | 46 | 0.0% | 0.00% | – | |
| EDV | Exit | VANGUARD WORLD FDextended dur | $0 | – | -4 | -100.0% | 0.00% | – |
| FXU | Exit | FIRST TR EXCHANGE TRADED FDutilities alph | $0 | – | -26 | -100.0% | 0.00% | – |
| TUSA | New | FIRST TR EXCHANGE-TRADED FDetf | $0 | – | 0 | +100.0% | 0.00% | – |
| KBWY | INVESCO EXCH TRADED FD TR IIkbw prem yield | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| BOND | PIMCO ETF TRactive bd etf | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
| CMBS | ISHARES TRcmbs etf | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| REZ | ISHARES TRresidential mult | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| FNDF | SCHWAB STRATEGIC TRschwb fdt int lg | $0 | – | 14 | 0.0% | 0.00% | – | |
| KIE | SPDR SER TRs&p ins etf | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
| EMLC | Sell | VANECK ETF TRUSTjp mrgan em loc | $1,000 | -94.1% | 48 | -90.9% | 0.00% | -100.0% |
| SLY | SPDR SER TRs&p 600 sml cap | $1,000 | – | 6 | 0.0% | 0.00% | – | |
| RNLC | New | FIRST TR EXCHANGE-TRADED FDlarge cp us eq | $0 | – | 0 | +100.0% | 0.00% | – |
| MGV | Exit | VANGUARD WORLD FDmega cap val etf | $0 | – | -105 | -100.0% | -0.01% | – |
| MGK | Exit | VANGUARD WORLD FDmega grwth ind | $0 | – | -57 | -100.0% | -0.01% | – |
| CAG | Exit | CONAGRA BRANDS INC | $0 | – | -565 | -100.0% | -0.01% | – |
| PFFD | Exit | GLOBAL X FDSus pfd etf | $0 | – | -1,000 | -100.0% | -0.01% | – |
| AIG | Exit | AMERICAN INTL GROUP INC | $0 | – | -603 | -100.0% | -0.01% | – |
| VTWO | Exit | VANGUARD SCOTTSDALE FDSvng rus2000idx | $0 | – | -400 | -100.0% | -0.02% | – |
| MIDU | Exit | DIREXION SHS ETF TRdly midcap etf3x | $0 | – | -905 | -100.0% | -0.02% | – |
| TNA | Exit | DIREXION SHS ETF TRdly smcap bull3x | $0 | – | -1,755 | -100.0% | -0.08% | – |
| PNC | Exit | PNC FINL SVCS GROUP INC | $0 | – | -988 | -100.0% | -0.08% | – |
| DMB | Exit | BNY MELLON MUN BD INFRASTRUC | $0 | – | -13,969 | -100.0% | -0.09% | – |
| EPD | Exit | ENTERPRISE PRODS PARTNERS L | $0 | – | -8,469 | -100.0% | -0.09% | – |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -1,452 | -100.0% | -0.09% | – |
| GIS | Exit | GENERAL MLS INC | $0 | – | -3,388 | -100.0% | -0.09% | – |
| GH | Exit | GUARDANT HEALTH INC | $0 | – | -1,757 | -100.0% | -0.10% | – |
| CRM | Exit | SALESFORCE COM INC | $0 | – | -917 | -100.0% | -0.10% | – |
| OLED | Exit | UNIVERSAL DISPLAY CORP | $0 | – | -1,020 | -100.0% | -0.10% | – |
| CREE | Exit | CREE INC | $0 | – | -2,356 | -100.0% | -0.10% | – |
| CTXS | Exit | CITRIX SYS INC | $0 | – | -1,985 | -100.0% | -0.10% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -544 | -100.0% | -0.13% | – |
| WDC | Exit | WESTERN DIGITAL CORP. | $0 | – | -4,123 | -100.0% | -0.13% | – |
| GE | Exit | GENERAL ELECTRIC CO | $0 | – | -23,229 | -100.0% | -0.14% | – |
| LHX | Exit | L3HARRIS TECHNOLOGIES INC | $0 | – | -1,519 | -100.0% | -0.15% | – |
| NUE | Exit | NUCOR CORP | $0 | – | -3,530 | -100.0% | -0.15% | – |
| CLX | Exit | CLOROX CO DEL | $0 | – | -1,906 | -100.0% | -0.16% | – |
| TEL | Exit | TE CONNECTIVITY LTD | $0 | – | -2,587 | -100.0% | -0.16% | – |
| ADSK | Exit | AUTODESK INC | $0 | – | -1,359 | -100.0% | -0.18% | – |
| BIIB | Exit | BIOGEN INC | $0 | – | -1,175 | -100.0% | -0.18% | – |
| JCI | Exit | JOHNSON CTLS INTL PLC | $0 | – | -6,083 | -100.0% | -0.19% | – |
| STX | Exit | SEAGATE TECHNOLOGY HLDNGS PL | $0 | – | -5,330 | -100.0% | -0.21% | – |
| VRTX | Exit | VERTEX PHARMACEUTICALS INC | $0 | – | -2,361 | -100.0% | -0.22% | – |
| AIA | Exit | ISHARES TRasia 50 etf | $0 | – | -5,919 | -100.0% | -0.25% | – |
| TWTR | Exit | TWITTER INC | $0 | – | -7,956 | -100.0% | -0.25% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INCORPORATED | 13 | Q3 2023 | 10.2% |
| MICROSOFT CORPORATION | 13 | Q3 2023 | 4.2% |
| FIRST BANCORP N C | 13 | Q3 2023 | 3.6% |
| DUKE ENERGY CORPORATION NEW COM NEW | 13 | Q3 2023 | 2.5% |
| AMAZON COM INCORPORATED | 13 | Q3 2023 | 2.6% |
| SPDR S&P 500 ETF TR | 13 | Q3 2023 | 2.3% |
| NVIDIA CORPORATION | 13 | Q3 2023 | 3.3% |
| JPMORGAN CHASE & COMPANY | 13 | Q3 2023 | 1.7% |
| ISHARES TR | 13 | Q3 2023 | 1.6% |
| JOHNSON & JOHNSON | 13 | Q3 2023 | 1.9% |
View Founders Financial Alliance, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
View Founders Financial Alliance, 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.