$220 Million is the total value of Ten Capital Wealth Advisors, LLC's 611 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 53.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FVD | Buy | FIRST TRUST VALUE LINE DIVIDEND INDEX FUNDetf | $29,119,000 | -7.3% | 813,607 | +0.5% | 13.26% | -3.1% |
| GSLC | Sell | GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFetf | $22,662,000 | -14.0% | 319,091 | -9.2% | 10.32% | -10.0% |
| JEPI | Buy | JPMORGAN EQUITY PREMIUM INCOME ETFetf | $20,100,000 | +4.6% | 392,339 | +13.2% | 9.15% | +9.4% |
| RDVY | Buy | FIRST TRUST RISING DIVIDEND ACHIEVERS ETFetf | $19,144,000 | -4.1% | 492,385 | +1.0% | 8.71% | +0.3% |
| DGRO | Buy | ISHARES CORE DIVIDEND GROWTH ETFetf | $17,564,000 | -5.3% | 394,968 | +1.4% | 8.00% | -1.0% |
| IVV | Buy | ISHARES CORE S&P 500 ETFetf | $9,202,000 | -2.7% | 25,658 | +2.9% | 4.19% | +1.8% |
| VNLA | Sell | JANUS HENDERSON SHORT DURATION INCOME ETFetf | $7,659,000 | -3.0% | 157,944 | -2.7% | 3.49% | +1.5% |
| FPX | Sell | FIRST TRUST US EQUITY OPPORTUNITIES ETFetf | $6,633,000 | -10.4% | 81,853 | -9.1% | 3.02% | -6.2% |
| VB | Buy | VANGUARD SMALL-CAP ETFetf | $4,904,000 | +1.4% | 28,692 | +4.5% | 2.23% | +6.0% |
| JAAA | Buy | JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETFetf | $4,494,000 | +100.6% | 91,521 | +100.4% | 2.05% | +109.8% |
| VO | Buy | VANGUARD MID-CAP ETFetf | $4,153,000 | +1.1% | 22,093 | +6.0% | 1.89% | +5.8% |
| SPDW | Buy | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFetf | $3,962,000 | -9.1% | 153,566 | +1.6% | 1.80% | -5.0% |
| MSFT | Buy | MICROSOFT CORP COMstock | $3,507,000 | -3.6% | 15,059 | +6.3% | 1.60% | +0.8% |
| HFXI | Sell | IQ FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETFetf | $2,590,000 | -18.2% | 134,422 | -11.4% | 1.18% | -14.4% |
| GIGB | Sell | GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETFetf | $2,425,000 | -16.2% | 56,103 | -10.7% | 1.10% | -12.4% |
| MBB | Sell | ISHARES MBS ETFetf | $2,254,000 | -8.9% | 24,611 | -3.0% | 1.03% | -4.7% |
| PCOR | PROCORE TECHNOLOGIES INC COMstock | $2,227,000 | +9.0% | 45,000 | 0.0% | 1.01% | +14.1% | |
| LQD | Sell | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf | $2,152,000 | -17.8% | 21,007 | -11.7% | 0.98% | -14.0% |
| DON | Sell | WISDOMTREE U.S. MIDCAP DIVIDEND FUNDetf | $2,149,000 | -9.1% | 57,046 | -6.0% | 0.98% | -5.0% |
| DES | Sell | WISDOMTREE U.S. SMALLCAP DIVIDEND FUNDetf | $2,082,000 | -17.1% | 80,868 | -9.1% | 0.95% | -13.3% |
| JMBS | Sell | JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETFetf | $2,022,000 | -10.7% | 44,902 | -4.9% | 0.92% | -6.7% |
| FPXI | Sell | FIRST TRUST INTERNATIONAL EQUITY OPPORTUNITIES ETFetf | $1,986,000 | -28.9% | 55,634 | -13.7% | 0.90% | -25.6% |
| VGIT | Sell | VANGUARD INTERMEDIATE-TERM TREASURY ETFetf | $1,951,000 | -18.0% | 33,451 | -14.0% | 0.89% | -14.3% |
| VGSH | Sell | VANGUARD SHORT-TERM TREASURY ETFetf | $1,886,000 | -14.8% | 32,643 | -13.2% | 0.86% | -10.9% |
| IGSB | Sell | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $1,759,000 | -21.2% | 35,685 | -19.1% | 0.80% | -17.5% |
| AAPL | Buy | APPLE INC COMstock | $1,641,000 | +10.7% | 11,873 | +9.5% | 0.75% | +15.8% |
| VTI | Buy | VANGUARD TOTAL STOCK MARKET ETFetf | $1,567,000 | +35.7% | 8,729 | +42.6% | 0.71% | +41.7% |
| IMCB | Sell | ISHARES MORNINGSTAR MID-CAP ETFetf | $1,423,000 | -14.6% | 26,409 | -10.7% | 0.65% | -10.6% |
| IEMG | Buy | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $1,312,000 | -9.0% | 30,524 | +3.9% | 0.60% | -4.8% |
| IJR | Buy | ISHARES CORE S&P SMALL CAP ETFetf | $1,148,000 | -3.0% | 13,170 | +2.8% | 0.52% | +1.6% |
| QQQ | Sell | INVESCO QQQ TRUSTetf | $1,133,000 | -5.9% | 4,239 | -1.3% | 0.52% | -1.5% |
| GINN | Sell | GOLDMAN SACHS INNOVATE EQUITY ETFetf | $1,077,000 | -17.6% | 27,704 | -10.8% | 0.49% | -13.9% |
| HYLB | Sell | XTRACKERS USD HIGH YIELD CORPORATE BOND ETFetf | $1,068,000 | -13.4% | 32,611 | -10.8% | 0.49% | -9.5% |
| AMZN | Buy | AMAZON COM INC COMstock | $1,041,000 | +37.2% | 9,217 | +29.1% | 0.47% | +43.6% |
| HYLS | Sell | FIRST TRUST TACTICAL HIGH YIELD ETFetf | $932,000 | -5.6% | 24,317 | -3.5% | 0.42% | -1.4% |
| VBK | Sell | VANGUARD SMALL-CAP GROWTH ETFetf | $847,000 | -13.5% | 4,341 | -12.6% | 0.39% | -9.4% |
| IEFA | Buy | ISHARES CORE MSCI EAFE ETFetf | $806,000 | -1.1% | 15,304 | +10.5% | 0.37% | +3.4% |
| SPY | Sell | SPDR S&P 500 ETF TRUSTetf | $742,000 | -9.4% | 2,076 | -4.4% | 0.34% | -5.1% |
| VNQ | Sell | VANGUARD REAL ESTATE ETFetf | $673,000 | -25.7% | 8,389 | -15.6% | 0.31% | -22.3% |
| SRLN | Buy | SPDR BLACKSTONE SENIOR LOAN ETFetf | $651,000 | -0.3% | 15,925 | +1.5% | 0.30% | +4.2% |
| SPEM | Buy | SPDR PORTFOLIO EMERGING MARKETS ETFetf | $606,000 | +0.7% | 19,508 | +12.6% | 0.28% | +5.3% |
| REET | Sell | ISHARES GLOBAL REIT ETFetf | $580,000 | -13.4% | 27,277 | -1.6% | 0.26% | -9.6% |
| PSK | Sell | SPDR ICE PREFERRED SECURITIES ETFetf | $511,000 | -9.6% | 14,659 | -7.0% | 0.23% | -5.3% |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETFetf | $481,000 | -10.6% | 10,552 | 0.0% | 0.22% | -6.4% | |
| ICF | Sell | ISHARES COHEN & STEERS REIT ETFetf | $477,000 | -13.4% | 8,881 | -2.1% | 0.22% | -9.6% |
| RSP | Buy | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $459,000 | -3.2% | 3,609 | +2.3% | 0.21% | +1.5% |
| CVX | Buy | CHEVRON CORP NEW COMstock | $457,000 | +7.3% | 3,182 | +8.3% | 0.21% | +12.4% |
| IWD | ISHARES RUSSELL 1000 VALUE ETFetf | $435,000 | -6.2% | 3,199 | 0.0% | 0.20% | -2.0% | |
| FIBK | Buy | FIRST INTST BANCSYSTEM INC COM CL Astock | $408,000 | +6.8% | 10,122 | +1.0% | 0.19% | +12.0% |
| FNX | Sell | FIRST TRUST MID CAP CORE ALPHADEX FUNDetf | $358,000 | -27.2% | 4,457 | -24.3% | 0.16% | -23.8% |
| FDN | Sell | FIRST TRUST DOW JONES INTERNET INDEX FUNDetf | $352,000 | -30.7% | 2,791 | -30.2% | 0.16% | -27.6% |
| COST | Buy | COSTCO WHSL CORP NEW COMstock | $339,000 | +21.5% | 717 | +23.0% | 0.15% | +27.3% |
| XLK | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $335,000 | -6.7% | 2,822 | 0.0% | 0.15% | -2.6% | |
| JNJ | Buy | JOHNSON & JOHNSON COMstock | $316,000 | +10.9% | 1,933 | +20.3% | 0.14% | +16.1% |
| LOW | Buy | LOWES COS INC COMstock | $310,000 | +23.0% | 1,652 | +14.4% | 0.14% | +28.2% |
| QTEC | Sell | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUNDetf | $306,000 | -13.6% | 2,914 | -5.9% | 0.14% | -9.7% |
| AVA | Buy | AVISTA CORP COMstock | $299,000 | -10.7% | 8,069 | +4.7% | 0.14% | -6.8% |
| LRGF | New | ISHARES U.S. EQUITY FACTOR ETFetf | $287,000 | – | 7,936 | +100.0% | 0.13% | – |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETFetf | $279,000 | -11.7% | 6,068 | 0.0% | 0.13% | -8.0% | |
| PEP | Sell | PEPSICO INC COMstock | $277,000 | -7.7% | 1,699 | -5.6% | 0.13% | -3.8% |
| ESGU | Sell | ISHARES ESG AWARE MSCI USA ETFetf | $266,000 | -8.9% | 3,352 | -3.6% | 0.12% | -4.7% |
| TGT | Buy | TARGET CORP COMstock | $261,000 | +7.4% | 1,760 | +2.3% | 0.12% | +12.3% |
| PCH | POTLATCHDELTIC CORPORATION COMreit | $261,000 | -7.4% | 6,370 | 0.0% | 0.12% | -3.3% | |
| FTCS | Sell | FIRST TRUST CAPITAL STRENGTH ETFetf | $259,000 | -9.8% | 3,901 | -5.0% | 0.12% | -5.6% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $259,000 | +2.4% | 969 | +4.4% | 0.12% | +7.3% |
| WFC | WELLS FARGO CO NEW COMstock | $254,000 | +2.8% | 6,303 | 0.0% | 0.12% | +8.4% | |
| LMT | Buy | LOCKHEED MARTIN CORP COMstock | $243,000 | -5.4% | 630 | +5.4% | 0.11% | -0.9% |
| TSLA | Buy | TESLA INC COMstock | $244,000 | +17.9% | 921 | +200.0% | 0.11% | +23.3% |
| ARCC | Buy | ARES CAPITAL CORP COMcef | $240,000 | +2.6% | 14,204 | +8.7% | 0.11% | +6.9% |
| V | Buy | VISA INC COM CL Astock | $234,000 | +3.5% | 1,320 | +14.8% | 0.11% | +9.2% |
| VOE | New | VANGUARD MID-CAP VALUE ETFetf | $226,000 | – | 1,856 | +100.0% | 0.10% | – |
| GOOGL | Buy | ALPHABET INC CAP STK CL Astock | $220,000 | -3.9% | 2,300 | +2090.5% | 0.10% | 0.0% |
| ROUS | Sell | HARTFORD MULTIFACTOR US EQUITY ETFetf | $217,000 | -10.0% | 6,134 | -4.5% | 0.10% | -5.7% |
| KO | Buy | COCA COLA CO COMstock | $211,000 | -3.2% | 3,774 | +9.1% | 0.10% | +1.1% |
| BXMT | Buy | BLACKSTONE MTG TR INC COM CL Areit | $209,000 | -11.8% | 8,960 | +4.7% | 0.10% | -7.8% |
| CSCO | Buy | CISCO SYS INC COMstock | $191,000 | +25.7% | 4,782 | +33.9% | 0.09% | +31.8% |
| ATEC | ALPHATEC HLDGS INC COM NEWstock | $189,000 | +34.0% | 21,600 | 0.0% | 0.09% | +41.0% | |
| CORE SCIENTIFIC INC COMMON STOCKstock | $190,000 | -12.8% | 146,489 | 0.0% | 0.09% | -9.5% | ||
| NKE | Buy | NIKE INC CL Bstock | $187,000 | -16.5% | 2,249 | +2.6% | 0.08% | -12.4% |
| SCHB | SCHWAB U.S. BROAD MARKET ETFetf | $185,000 | -4.6% | 4,400 | 0.0% | 0.08% | 0.0% | |
| ABT | Buy | ABBOTT LABS COMstock | $185,000 | -3.6% | 1,908 | +7.7% | 0.08% | 0.0% |
| QCOM | Buy | QUALCOMM INC COMstock | $181,000 | +6.5% | 1,603 | +20.8% | 0.08% | +10.8% |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETFetf | $177,000 | -3.3% | 2,674 | 0.0% | 0.08% | +1.2% | |
| ABBV | Buy | ABBVIE INC COMstock | $177,000 | +1.7% | 1,322 | +16.6% | 0.08% | +6.6% |
| CSX | CSX CORP COMstock | $169,000 | -8.6% | 6,361 | 0.0% | 0.08% | -4.9% | |
| IFRA | Buy | ISHARES U.S. INFRASTRUCTURE ETFetf | $164,000 | -1.2% | 5,101 | +4.9% | 0.08% | +4.2% |
| HD | Buy | HOME DEPOT INC COMstock | $161,000 | +29.8% | 584 | +28.9% | 0.07% | +35.2% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE INC COMstock | $161,000 | -5.8% | 1,781 | -2.2% | 0.07% | -1.4% |
| UNH | Buy | UNITEDHEALTH GROUP INC COMstock | $159,000 | +17.8% | 314 | +19.4% | 0.07% | +22.0% |
| CVS | CVS HEALTH CORP COMstock | $157,000 | +2.6% | 1,649 | 0.0% | 0.07% | +6.0% | |
| MDT | Buy | MEDTRONIC PLC SHSstock | $152,000 | -5.6% | 1,879 | +4.8% | 0.07% | -1.4% |
| BOND | PIMCO ACTIVE BOND ETFetf | $151,000 | -5.6% | 1,680 | 0.0% | 0.07% | -1.4% | |
| FYC | Sell | FIRST TRUST SMALL CAP GROWTH ALPHADEX FUNDetf | $152,000 | -22.8% | 2,824 | -22.3% | 0.07% | -19.8% |
| BX | Buy | BLACKSTONE INC COMstock | $150,000 | +11.9% | 1,794 | +22.5% | 0.07% | +17.2% |
| VFH | VANGUARD FINANCIALS ETFetf | $147,000 | -3.3% | 1,973 | 0.0% | 0.07% | +1.5% | |
| AVUS | AVANTIS U.S. EQUITY ETFetf | $147,000 | -4.5% | 2,365 | 0.0% | 0.07% | 0.0% | |
| SCHD | Buy | SCHWAB US DIVIDEND EQUITY ETFetf | $142,000 | +2.9% | 2,133 | +10.3% | 0.06% | +8.3% |
| ATO | Sell | ATMOS ENERGY CORP COMstock | $143,000 | -11.2% | 1,400 | -2.5% | 0.06% | -7.1% |
| D | New | DOMINION ENERGY INC COMstock | $140,000 | – | 2,032 | +100.0% | 0.06% | – |
| EXC | EXELON CORP COMstock | $139,000 | -17.3% | 3,701 | 0.0% | 0.06% | -13.7% | |
| XOM | Buy | EXXON MOBIL CORP COMstock | $134,000 | +5.5% | 1,531 | +3.1% | 0.06% | +10.9% |
| NVDA | Sell | NVIDIA CORPORATION COMstock | $130,000 | -23.5% | 1,070 | -4.8% | 0.06% | -20.3% |
| WMT | Sell | WALMART INC COMstock | $129,000 | +5.7% | 992 | -0.8% | 0.06% | +11.3% |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETFetf | $128,000 | -1.5% | 1,244 | 0.0% | 0.06% | +1.8% | |
| FB | Buy | META PLATFORMS INC CL Astock | $125,000 | -13.8% | 919 | +2.5% | 0.06% | -9.5% |
| SBUX | Buy | STARBUCKS CORP COMstock | $125,000 | +40.4% | 1,482 | +26.8% | 0.06% | +46.2% |
| HAL | HALLIBURTON CO COMstock | $123,000 | -21.7% | 5,000 | 0.0% | 0.06% | -17.6% | |
| IHDG | WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUNDetf | $124,000 | -3.9% | 3,448 | 0.0% | 0.06% | 0.0% | |
| CAT | Buy | CATERPILLAR INC COMstock | $120,000 | +22.4% | 729 | +33.3% | 0.06% | +27.9% |
| MRK | Buy | MERCK & CO INC COMstock | $121,000 | +2.5% | 1,410 | +9.0% | 0.06% | +7.8% |
| LLY | Sell | LILLY ELI & CO COMstock | $117,000 | -7.1% | 362 | -6.9% | 0.05% | -3.6% |
| GOOG | Buy | ALPHABET INC CAP STK CL Cstock | $117,000 | -23.5% | 1,220 | +1642.9% | 0.05% | -20.9% |
| AVLR | AVALARA INC COMstock | $115,000 | +30.7% | 1,250 | 0.0% | 0.05% | +36.8% | |
| PFG | PRINCIPAL FINANCIAL GROUP INC COMstock | $114,000 | +8.6% | 1,578 | 0.0% | 0.05% | +13.0% | |
| PFE | Buy | PFIZER INC COMstock | $113,000 | +0.9% | 2,586 | +21.4% | 0.05% | +4.1% |
| VIG | Buy | VANGUARD DIVIDEND APPRECIATION ETFetf | $113,000 | +101.8% | 834 | +113.8% | 0.05% | +112.5% |
| LMBS | Buy | FIRST TRUST LOW DURATION OPPORTUNITIES ETFetf | $109,000 | +3.8% | 2,308 | +5.8% | 0.05% | +8.7% |
| HON | Buy | HONEYWELL INTL INC COMstock | $108,000 | -1.8% | 645 | +2.4% | 0.05% | +2.1% |
| VOX | VANGUARD COMMUNICATION SERVICES ETFetf | $108,000 | -12.2% | 1,309 | 0.0% | 0.05% | -9.3% | |
| INTC | Buy | INTEL CORP COMstock | $105,000 | -22.2% | 4,066 | +12.4% | 0.05% | -18.6% |
| CONSTELLATION ENERGY CORP COMstock | $103,000 | +45.1% | 1,233 | 0.0% | 0.05% | +51.6% | ||
| MMM | Buy | 3M CO COMstock | $94,000 | +14.6% | 849 | +34.8% | 0.04% | +19.4% |
| IJT | Buy | ISHARES S&P SMALL-CAP 600 GROWTH ETFetf | $94,000 | +4.4% | 929 | +8.8% | 0.04% | +10.3% |
| EMR | Buy | EMERSON ELEC CO COMstock | $90,000 | +5.9% | 1,234 | +15.0% | 0.04% | +10.8% |
| DIS | Sell | DISNEY WALT CO COMstock | $89,000 | -2.2% | 945 | -2.4% | 0.04% | +2.5% |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETFetf | $85,000 | -3.4% | 1,151 | 0.0% | 0.04% | +2.6% | |
| HTLF | HEARTLAND FINL USA INC COMstock | $85,000 | +4.9% | 1,950 | 0.0% | 0.04% | +11.4% | |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED COMstock | $83,000 | -21.7% | 300 | +3.8% | 0.04% | -17.4% |
| FMB | New | FIRST TRUST MANAGED MUNICIPAL ETFetf | $83,000 | – | 1,709 | +100.0% | 0.04% | – |
| MS | Buy | MORGAN STANLEY COM NEWstock | $79,000 | +68.1% | 1,001 | +60.7% | 0.04% | +80.0% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO COMstock | $74,000 | +393.3% | 1,045 | +433.2% | 0.03% | +385.7% |
| GS | GOLDMAN SACHS GROUP INC COMstock | $73,000 | -1.4% | 248 | 0.0% | 0.03% | +3.1% | |
| MET | Buy | METLIFE INC COMstock | $71,000 | +9.2% | 1,165 | +11.7% | 0.03% | +14.3% |
| SCHM | SCHWAB U.S. MID-CAP ETFetf | $71,000 | -4.1% | 1,175 | 0.0% | 0.03% | 0.0% | |
| MCHP | MICROCHIP TECHNOLOGY INC. COMstock | $71,000 | +6.0% | 1,156 | 0.0% | 0.03% | +10.3% | |
| MCD | Buy | MCDONALDS CORP COMstock | $66,000 | +24.5% | 284 | +32.1% | 0.03% | +30.4% |
| TFC | TRUIST FINL CORP COMstock | $65,000 | -8.5% | 1,491 | 0.0% | 0.03% | -3.2% | |
| BANR | BANNER CORP COM NEWstock | $66,000 | +4.8% | 1,121 | 0.0% | 0.03% | +11.1% | |
| ITW | Buy | ILLINOIS TOOL WKS INC COMstock | $63,000 | +14.5% | 348 | +16.0% | 0.03% | +20.8% |
| Buy | APOLLO GLOBAL MGMT INC COMstock | $62,000 | +8.8% | 1,335 | +14.1% | 0.03% | +12.0% | |
| JPM | Buy | JPMORGAN CHASE & CO COMstock | $61,000 | +15.1% | 582 | +24.1% | 0.03% | +21.7% |
| AMGN | Buy | AMGEN INC COMstock | $61,000 | +1120.0% | 272 | +1331.6% | 0.03% | +1300.0% |
| SRE | Buy | SEMPRA COMstock | $59,000 | +9.3% | 391 | +8.3% | 0.03% | +17.4% |
| CFG | Buy | CITIZENS FINL GROUP INC COMstock | $60,000 | +3.4% | 1,751 | +8.0% | 0.03% | +8.0% |
| TAN | INVESCO SOLAR ETFetf | $60,000 | +3.4% | 813 | 0.0% | 0.03% | +8.0% | |
| PRF | INVESCO FTSE RAFI US 1000 ETFetf | $60,000 | -6.2% | 432 | 0.0% | 0.03% | -3.6% | |
| VGLT | Sell | VANGUARD LONG-TERM TREASURY ETFetf | $58,000 | -22.7% | 920 | -13.5% | 0.03% | -21.2% |
| EIX | EDISON INTL COMstock | $57,000 | -9.5% | 1,000 | 0.0% | 0.03% | -3.7% | |
| NOC | New | NORTHROP GRUMMAN CORP COMstock | $57,000 | – | 122 | +100.0% | 0.03% | – |
| NI | Sell | NISOURCE INC COMstock | $56,000 | -20.0% | 2,231 | -6.0% | 0.02% | -16.7% |
| VOO | Buy | VANGUARD S&P 500 ETFetf | $53,000 | +253.3% | 162 | +285.7% | 0.02% | +242.9% |
| VBR | New | VANGUARD SMALL CAP VALUE ETFetf | $52,000 | – | 360 | +100.0% | 0.02% | – |
| XEL | XCEL ENERGY INC COMstock | $51,000 | -10.5% | 800 | 0.0% | 0.02% | -8.0% | |
| AVGO | Buy | BROADCOM INC COMstock | $51,000 | +112.5% | 115 | +134.7% | 0.02% | +130.0% |
| PEY | New | INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETFetf | $49,000 | – | 2,624 | +100.0% | 0.02% | – |
| DGRW | Buy | WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDetf | $48,000 | +2300.0% | 897 | +3103.6% | 0.02% | +2100.0% |
| GD | New | GENERAL DYNAMICS CORP COMstock | $49,000 | – | 229 | +100.0% | 0.02% | – |
| VZ | Buy | VERIZON COMMUNICATIONS INC COMstock | $47,000 | +4.4% | 1,236 | +38.7% | 0.02% | +5.0% |
| UNP | Buy | UNION PAC CORP COMstock | $46,000 | +142.1% | 234 | +162.9% | 0.02% | +162.5% |
| SPAB | New | SPDR PORTFOLIO AGGREGATE BOND ETFetf | $44,000 | – | 1,760 | +100.0% | 0.02% | – |
| JHML | JOHN HANCOCK MULTIFACTOR LARGE CAP ETFetf | $44,000 | -4.3% | 959 | 0.0% | 0.02% | 0.0% | |
| XLU | Sell | UTILITIES SELECT SECTOR SPDR FUNDetf | $44,000 | -75.7% | 674 | -73.8% | 0.02% | -74.7% |
| BIP | BROOKFIELD INFRAST PARTNERS LP LP INT UNITstock | $43,000 | -6.5% | 1,192 | 0.0% | 0.02% | 0.0% | |
| TSN | Buy | TYSON FOODS INC CL Astock | $44,000 | +175.0% | 669 | +254.0% | 0.02% | +185.7% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS COMstock | $43,000 | +290.9% | 362 | +352.5% | 0.02% | +300.0% |
| GBCI | GLACIER BANCORP INC NEW COMstock | $45,000 | +4.7% | 914 | 0.0% | 0.02% | +5.3% | |
| XLG | INVESCO S&P 500 TOP 50 ETFetf | $41,000 | -6.8% | 152 | 0.0% | 0.02% | 0.0% | |
| OGE | New | OGE ENERGY CORP COMstock | $42,000 | – | 1,149 | +100.0% | 0.02% | – |
| ORCL | Buy | ORACLE CORP COMstock | $40,000 | -4.8% | 654 | +7.6% | 0.02% | 0.0% |
| VYMI | New | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETFetf | $39,000 | – | 748 | +100.0% | 0.02% | – |
| BA | Buy | BOEING CO COMstock | $39,000 | +160.0% | 325 | +200.9% | 0.02% | +157.1% |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $40,000 | -29.8% | 502 | 0.0% | 0.02% | -28.0% | |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC COMstock | $37,000 | +362.5% | 1,179 | +431.1% | 0.02% | +466.7% |
| AMAT | Buy | APPLIED MATLS INC COMstock | $36,000 | +9.1% | 445 | +22.3% | 0.02% | +14.3% |
| DVY | New | ISHARES SELECT DIVIDEND ETFetf | $35,000 | – | 323 | +100.0% | 0.02% | – |
| BAC | Buy | BK OF AMERICA CORP COMstock | $35,000 | +1650.0% | 1,162 | +1491.8% | 0.02% | +1500.0% |
| FEMS | Sell | FIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUNDetf | $35,000 | -53.3% | 1,097 | -49.2% | 0.02% | -51.5% |
| CMI | New | CUMMINS INC COMstock | $35,000 | – | 174 | +100.0% | 0.02% | – |
| CRM | SALESFORCE INC COMstock | $36,000 | -12.2% | 249 | 0.0% | 0.02% | -11.1% | |
| SCHA | SCHWAB U.S. SMALL-CAP ETFetf | $35,000 | -5.4% | 938 | 0.0% | 0.02% | 0.0% | |
| NEE | Buy | NEXTERA ENERGY INC COMstock | $36,000 | +140.0% | 463 | +142.4% | 0.02% | +128.6% |
| HPQ | Buy | HP INC COMstock | $35,000 | – | 1,395 | +27800.0% | 0.02% | – |
| EXR | New | EXTRA SPACE STORAGE INC COMreit | $36,000 | – | 206 | +100.0% | 0.02% | – |
| QCLN | FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUNDetf | $33,000 | +10.0% | 580 | 0.0% | 0.02% | +15.4% | |
| ETN | New | EATON CORP PLC SHSstock | $32,000 | – | 243 | +100.0% | 0.02% | – |
| GEM | GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETFetf | $34,000 | -12.8% | 1,327 | 0.0% | 0.02% | -11.8% | |
| DHR | Sell | DANAHER CORPORATION COMstock | $32,000 | 0.0% | 122 | -3.9% | 0.02% | +7.1% |
| LYB | New | LYONDELLBASELL INDUSTRIES N V SHS - A -stock | $32,000 | – | 426 | +100.0% | 0.02% | – |
| PNC | Buy | PNC FINL SVCS GROUP INC COMstock | $32,000 | +540.0% | 213 | +587.1% | 0.02% | +650.0% |
| TXN | Buy | TEXAS INSTRS INC COMstock | $34,000 | +750.0% | 220 | +685.7% | 0.02% | +650.0% |
| BND | VANGUARD TOTAL BOND MARKET ETFetf | $32,000 | -3.0% | 443 | 0.0% | 0.02% | +7.1% | |
| GLD | SPDR GOLD SHARESetf | $34,000 | -8.1% | 220 | 0.0% | 0.02% | -6.2% | |
| ACN | Buy | ACCENTURE PLC IRELAND SHS CLASS Astock | $32,000 | +52.4% | 123 | +61.8% | 0.02% | +66.7% |
| VGT | Buy | VANGUARD INFORMATION TECHNOLOGY ETFetf | $33,000 | -2.9% | 106 | +1.9% | 0.02% | 0.0% |
| CCI | Buy | CROWN CASTLE INC COMreit | $32,000 | +23.1% | 221 | +42.6% | 0.02% | +36.4% |
| FTC | FIRST TRUST LARGE CAP GROWTH ALPHADEX FUNDetf | $31,000 | -3.1% | 361 | 0.0% | 0.01% | 0.0% | |
| FNF | New | FIDELITY NATIONAL FINANCIAL IN FNF GROUP COMstock | $31,000 | – | 867 | +100.0% | 0.01% | – |
| UPS | Buy | UNITED PARCEL SERVICE INC CL Bstock | $31,000 | -8.8% | 194 | +3.7% | 0.01% | -6.7% |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFetf | $31,000 | -6.1% | 414 | 0.0% | 0.01% | 0.0% | |
| IPG | New | INTERPUBLIC GROUP COS INC COMstock | $31,000 | – | 1,198 | +100.0% | 0.01% | – |
| AXP | Buy | AMERICAN EXPRESS CO COMstock | $28,000 | +3.7% | 210 | +7.7% | 0.01% | +8.3% |
| DAL | New | DELTA AIR LINES INC DEL COM NEWstock | $29,000 | – | 1,040 | +100.0% | 0.01% | – |
| MPC | New | MARATHON PETE CORP COMstock | $29,000 | – | 296 | +100.0% | 0.01% | – |
| AQN | New | ALGONQUIN PWR UTILS CORP COMstock | $28,000 | – | 2,521 | +100.0% | 0.01% | – |
| LEG | New | LEGGETT & PLATT INC COMstock | $28,000 | – | 834 | +100.0% | 0.01% | – |
| XLV | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $26,000 | -3.7% | 214 | 0.0% | 0.01% | 0.0% | |
| AME | Buy | AMETEK INC COMstock | $26,000 | +85.7% | 228 | +78.1% | 0.01% | +100.0% |
| ASML | Buy | ASML HOLDING N V N Y REGISTRY SHSadr | $26,000 | +13.0% | 62 | +26.5% | 0.01% | +20.0% |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETFetf | $27,000 | -3.6% | 475 | 0.0% | 0.01% | 0.0% | |
| NTAP | New | NETAPP INC COMstock | $27,000 | – | 431 | +100.0% | 0.01% | – |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETFetf | $26,000 | -7.1% | 271 | 0.0% | 0.01% | 0.0% | |
| VNOM | Buy | VIPER ENERGY PARTNERS LP COM UNT RP INTstock | $26,000 | +8.3% | 912 | +2.4% | 0.01% | +20.0% |
| UNM | UNUM GROUP COMstock | $26,000 | +18.2% | 658 | 0.0% | 0.01% | +20.0% | |
| SSUS | New | DAY HAGAN/NED DAVIS RESEARCH SMART SECTOR ETFetf | $26,000 | – | 911 | +100.0% | 0.01% | – |
| HES | HESS CORP COMstock | $27,000 | +3.8% | 250 | 0.0% | 0.01% | +9.1% | |
| XLF | Sell | FINANCIAL SELECT SECTOR SPDR FUNDetf | $26,000 | -13.3% | 857 | -9.4% | 0.01% | -7.7% |
| MGY | Buy | MAGNOLIA OIL & GAS CORP CL Astock | $26,000 | -7.1% | 1,331 | +0.5% | 0.01% | 0.0% |
| IJH | ISHARES CORE S&P MID-CAP ETFetf | $25,000 | 0.0% | 112 | 0.0% | 0.01% | 0.0% | |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $24,000 | -7.7% | 417 | 0.0% | 0.01% | 0.0% | |
| COLB | COLUMBIA BKG SYS INC COMstock | $24,000 | +4.3% | 816 | 0.0% | 0.01% | +10.0% | |
| EMN | New | EASTMAN CHEM CO COMstock | $24,000 | – | 343 | +100.0% | 0.01% | – |
| LUV | Buy | SOUTHWEST AIRLS CO COMstock | $25,000 | +4.2% | 807 | +22.8% | 0.01% | +10.0% |
| WSM | New | WILLIAMS SONOMA INC COMstock | $24,000 | – | 205 | +100.0% | 0.01% | – |
| IP | Buy | INTERNATIONAL PAPER CO COMstock | $24,000 | -4.0% | 759 | +26.5% | 0.01% | 0.0% |
| PANW | Buy | PALO ALTO NETWORKS INC COMstock | $25,000 | 0.0% | 150 | +200.0% | 0.01% | 0.0% |
| XLE | ENERGY SELECT SECTOR SPDR FUNDetf | $25,000 | 0.0% | 344 | 0.0% | 0.01% | 0.0% | |
| AFG | AMERICAN FINL GROUP INC OHIO COMstock | $22,000 | -12.0% | 178 | 0.0% | 0.01% | -9.1% | |
| RWO | SPDR DOW JONES GLOBAL REAL ESTATE ETFetf | $23,000 | -14.8% | 604 | 0.0% | 0.01% | -16.7% | |
| SHW | New | SHERWIN WILLIAMS CO COMstock | $22,000 | – | 107 | +100.0% | 0.01% | – |
| TROW | New | PRICE T ROWE GROUP INC COMstock | $21,000 | – | 198 | +100.0% | 0.01% | – |
| PSX | Buy | PHILLIPS 66 COMstock | $22,000 | +57.1% | 272 | +64.8% | 0.01% | +66.7% |
| UBS | UBS GROUP AG SHSstock | $22,000 | -8.3% | 1,491 | 0.0% | 0.01% | 0.0% | |
| ISRG | INTUITIVE SURGICAL INC COM NEWstock | $22,000 | -8.3% | 120 | 0.0% | 0.01% | 0.0% | |
| PAYX | New | PAYCHEX INC COMstock | $23,000 | – | 206 | +100.0% | 0.01% | – |
| MCK | MCKESSON CORP COMstock | $23,000 | +4.5% | 68 | 0.0% | 0.01% | 0.0% | |
| BBY | New | BEST BUY INC COMstock | $21,000 | – | 324 | +100.0% | 0.01% | – |
| EVR | New | EVERCORE INC CLASS Astock | $23,000 | – | 275 | +100.0% | 0.01% | – |
| MO | Buy | ALTRIA GROUP INC COMstock | $22,000 | +29.4% | 540 | +35.0% | 0.01% | +42.9% |
| TT | Buy | TRANE TECHNOLOGIES PLC SHSstock | $23,000 | +666.7% | 159 | +511.5% | 0.01% | +900.0% |
| XT | ISHARES EXPONENTIAL TECHNOLOGIES ETFetf | $19,000 | -5.0% | 421 | 0.0% | 0.01% | 0.0% | |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFetf | $20,000 | -9.1% | 254 | 0.0% | 0.01% | -10.0% | |
| BAX | BAXTER INTL INC COMstock | $20,000 | -16.7% | 366 | 0.0% | 0.01% | -10.0% | |
| FCX | FREEPORT-MCMORAN INC CL Bstock | $20,000 | -9.1% | 736 | 0.0% | 0.01% | -10.0% | |
| PRFZ | INVESCO FTSE RAFI US 1500 SMALL-MID ETFetf | $20,000 | -4.8% | 138 | 0.0% | 0.01% | 0.0% | |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETFetf | $19,000 | -5.0% | 181 | 0.0% | 0.01% | 0.0% | |
| VXUS | Sell | VANGUARD TOTAL INTERNATIONAL STOCK ETFetf | $19,000 | -84.4% | 418 | -82.3% | 0.01% | -83.0% |
| DLR | Buy | DIGITAL RLTY TR INC COMreit | $20,000 | -13.0% | 203 | +12.8% | 0.01% | -10.0% |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETFetf | $19,000 | -5.0% | 238 | 0.0% | 0.01% | 0.0% | |
| AZN | Buy | ASTRAZENECA PLC SPONSORED ADRadr | $19,000 | -13.6% | 347 | +6.4% | 0.01% | -10.0% |
| WM | Buy | WASTE MGMT INC DEL COMstock | $20,000 | +233.3% | 126 | +250.0% | 0.01% | +200.0% |
| NFLX | NETFLIX INC COMstock | $17,000 | +30.8% | 72 | 0.0% | 0.01% | +33.3% | |
| SRPT | SAREPTA THERAPEUTICS INC COMstock | $18,000 | +50.0% | 161 | 0.0% | 0.01% | +60.0% | |
| CMCSA | Buy | COMCAST CORP NEW CL Astock | $18,000 | +80.0% | 605 | +149.0% | 0.01% | +100.0% |
| EPRE | FIRST TRUST TCW ESG PREMIER EQUITY ETFetf | $18,000 | 0.0% | 1,167 | 0.0% | 0.01% | 0.0% | |
| PG | New | PROCTER AND GAMBLE CO COMstock | $17,000 | – | 137 | +100.0% | 0.01% | – |
| JCI | JOHNSON CTLS INTL PLC SHSstock | $18,000 | +5.9% | 358 | 0.0% | 0.01% | +14.3% | |
| LH | Buy | LABORATORY CORP AMER HLDGS COM NEWstock | $17,000 | +142.9% | 85 | +183.3% | 0.01% | +166.7% |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADRadr | $18,000 | -10.0% | 10,000 | 0.0% | 0.01% | -11.1% | |
| IWF | ISHARES RUSSELL 1000 GROWTH ETFetf | $17,000 | -5.6% | 83 | 0.0% | 0.01% | 0.0% | |
| IWM | Buy | ISHARES RUSSELL 2000 ETFetf | $17,000 | 0.0% | 103 | +4.0% | 0.01% | +14.3% |
| KMB | Buy | KIMBERLY-CLARK CORP COMstock | $18,000 | +5.9% | 160 | +28.0% | 0.01% | +14.3% |
| TSCO | Buy | TRACTOR SUPPLY CO COMstock | $17,000 | +54.5% | 93 | +69.1% | 0.01% | +60.0% |
| TTE | TOTALENERGIES SE SPONSORED ADSadr | $17,000 | -10.5% | 359 | 0.0% | 0.01% | 0.0% | |
| BXMX | NUVEEN S&P 500 BUY-WRITE INCOM COMcef | $15,000 | 0.0% | 1,250 | 0.0% | 0.01% | 0.0% | |
| SUSA | ISHARES MSCI USA ESG SELECT ETFetf | $15,000 | -6.2% | 203 | 0.0% | 0.01% | 0.0% | |
| LIN | Buy | LINDE PLC SHSstock | $16,000 | +33.3% | 58 | +38.1% | 0.01% | +40.0% |
| XLP | Sell | CONSUMER STAPLES SELECT SECTOR SPDR FUNDetf | $15,000 | -90.0% | 219 | -89.5% | 0.01% | -89.2% |
| MAA | New | MID-AMER APT CMNTYS INC COMreit | $13,000 | – | 86 | +100.0% | 0.01% | – |
| SPGI | Buy | S&P GLOBAL INC COMstock | $13,000 | +30.0% | 43 | +43.3% | 0.01% | +50.0% |
| MA | Buy | MASTERCARD INCORPORATED CL Astock | $13,000 | +1200.0% | 45 | +2150.0% | 0.01% | – |
| SWN | SOUTHWESTERN ENERGY CO COMstock | $14,000 | 0.0% | 2,244 | 0.0% | 0.01% | 0.0% | |
| DUTCH BROS INC CL Astock | $13,000 | 0.0% | 415 | 0.0% | 0.01% | 0.0% | ||
| BHP | BHP GROUP LTD SPONSORED ADSadr | $13,000 | -13.3% | 268 | 0.0% | 0.01% | -14.3% | |
| PENN | PENN ENTERTAINMENT INC COMstock | $14,000 | -12.5% | 518 | 0.0% | 0.01% | -14.3% | |
| PYPL | Sell | PAYPAL HLDGS INC COMstock | $13,000 | +18.2% | 155 | -3.1% | 0.01% | +20.0% |
| ENB | ENBRIDGE INC COMstock | $13,000 | -13.3% | 359 | 0.0% | 0.01% | -14.3% | |
| ADP | New | AUTOMATIC DATA PROCESSING INC COMstock | $13,000 | – | 56 | +100.0% | 0.01% | – |
| RIO | RIO TINTO PLC SPONSORED ADRadr | $13,000 | -7.1% | 229 | 0.0% | 0.01% | 0.0% | |
| PCAR | PACCAR INC COMstock | $13,000 | +8.3% | 150 | 0.0% | 0.01% | +20.0% | |
| SNY | SANOFI SPONSORED ADRadr | $14,000 | -22.2% | 368 | 0.0% | 0.01% | -25.0% | |
| SPTS | New | SPDR PORTFOLIO SHORT TERM TREASURY ETFetf | $11,000 | – | 376 | +100.0% | 0.01% | – |
| Buy | GENERAL ELECTRIC CO COM NEWstock | $11,000 | +83.3% | 184 | +97.8% | 0.01% | +66.7% | |
| ESGE | Sell | ISHARES ESG AWARE MSCI EM ETFetf | $11,000 | -35.3% | 405 | -22.3% | 0.01% | -28.6% |
| AEP | New | AMERICAN ELEC PWR CO INC COMstock | $10,000 | – | 120 | +100.0% | 0.01% | – |
| FNV | FRANCO NEV CORP COMstock | $11,000 | -15.4% | 96 | 0.0% | 0.01% | -16.7% | |
| ALK | Buy | ALASKA AIR GROUP INC COMstock | $11,000 | +22.2% | 270 | +20.0% | 0.01% | +25.0% |
| SNA | SNAP ON INC COMstock | $12,000 | 0.0% | 61 | 0.0% | 0.01% | 0.0% | |
| WEC | New | WEC ENERGY GROUP INC COMstock | $10,000 | – | 116 | +100.0% | 0.01% | – |
| IAU | ISHARES GOLD TRUSTetf | $10,000 | -9.1% | 329 | 0.0% | 0.01% | 0.0% | |
| ES | New | EVERSOURCE ENERGY COMstock | $12,000 | – | 155 | +100.0% | 0.01% | – |
| MRNA | MODERNA INC COMstock | $12,000 | -14.3% | 100 | 0.0% | 0.01% | -16.7% | |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETFetf | $11,000 | 0.0% | 135 | 0.0% | 0.01% | 0.0% | |
| LW | New | LAMB WESTON HLDGS INC COMstock | $10,000 | – | 125 | +100.0% | 0.01% | – |
| AON | New | AON PLC SHS CL Astock | $10,000 | – | 39 | +100.0% | 0.01% | – |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC COMstock | $10,000 | +11.1% | 20 | +17.6% | 0.01% | +25.0% |
| IUSV | ISHARES CORE S&P US VALUE ETFetf | $10,000 | -9.1% | 162 | 0.0% | 0.01% | 0.0% | |
| DUK | Buy | DUKE ENERGY CORP NEW COM NEWstock | $11,000 | +120.0% | 116 | +132.0% | 0.01% | +150.0% |
| RACE | New | FERRARI N V COMstock | $12,000 | – | 63 | +100.0% | 0.01% | – |
| BDX | New | BECTON DICKINSON & CO COMstock | $12,000 | – | 54 | +100.0% | 0.01% | – |
| CTAS | New | CINTAS CORP COMstock | $12,000 | – | 31 | +100.0% | 0.01% | – |
| New | ASPEN TECHNOLOGY INC COMstock | $10,000 | – | 44 | +100.0% | 0.01% | – | |
| ADI | New | ANALOG DEVICES INC COMstock | $10,000 | – | 70 | +100.0% | 0.01% | – |
| ODFL | New | OLD DOMINION FREIGHT LINE INC COMstock | $10,000 | – | 42 | +100.0% | 0.01% | – |
| IWX | ISHARES RUSSELL TOP 200 VALUE ETFetf | $12,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% | |
| HMC | HONDA MOTOR LTD AMERN SHSadr | $10,000 | -9.1% | 443 | 0.0% | 0.01% | 0.0% | |
| DGX | QUEST DIAGNOSTICS INC COMstock | $12,000 | -7.7% | 100 | 0.0% | 0.01% | -16.7% | |
| TMUS | New | T-MOBILE US INC COMstock | $10,000 | – | 74 | +100.0% | 0.01% | – |
| FITB | New | FIFTH THIRD BANCORP COMstock | $8,000 | – | 255 | +100.0% | 0.00% | – |
| AFL | Buy | AFLAC INC COMstock | $9,000 | +350.0% | 158 | +305.1% | 0.00% | +300.0% |
| ANET | ARISTA NETWORKS INC COMstock | $9,000 | +28.6% | 80 | 0.0% | 0.00% | +33.3% | |
| AGR | New | AVANGRID INC COMstock | $8,000 | – | 184 | +100.0% | 0.00% | – |
| WRB | New | BERKLEY W R CORP COMstock | $9,000 | – | 136 | +100.0% | 0.00% | – |
| BLK | New | BLACKROCK INC COMstock | $8,000 | – | 15 | +100.0% | 0.00% | – |
| BR | New | BROADRIDGE FINL SOLUTIONS INC COMstock | $8,000 | – | 52 | +100.0% | 0.00% | – |
| CME | New | CME GROUP INC COMstock | $8,000 | – | 44 | +100.0% | 0.00% | – |
| CNC | CENTENE CORP DEL COMstock | $8,000 | 0.0% | 100 | 0.0% | 0.00% | +33.3% | |
| CMG | CHIPOTLE MEXICAN GRILL INC COMstock | $8,000 | +14.3% | 5 | 0.0% | 0.00% | +33.3% | |
| CINF | New | CINCINNATI FINL CORP COMstock | $8,000 | – | 86 | +100.0% | 0.00% | – |
| STZ | New | CONSTELLATION BRANDS INC CL Astock | $9,000 | – | 40 | +100.0% | 0.00% | – |
| CTVA | CORTEVA INC COMstock | $9,000 | 0.0% | 166 | 0.0% | 0.00% | 0.0% | |
| DXCM | DEXCOM INC COMstock | $8,000 | +14.3% | 100 | 0.0% | 0.00% | +33.3% | |
| SPXS | DIREXION DAILY S&P 500 BEAR 3X SHARESetf | $9,000 | +12.5% | 318 | 0.0% | 0.00% | +33.3% | |
| DLB | New | DOLBY LABORATORIES INC COM CL Astock | $8,000 | – | 120 | +100.0% | 0.00% | – |
| DD | DUPONT DE NEMOURS INC COMstock | $8,000 | -11.1% | 166 | 0.0% | 0.00% | 0.0% | |
| EXPO | New | EXPONENT INC COMstock | $8,000 | – | 90 | +100.0% | 0.00% | – |
| GNRC | GENERAC HLDGS INC COMstock | $9,000 | -18.2% | 50 | 0.0% | 0.00% | -20.0% | |
| GMED | New | GLOBUS MED INC CL Astock | $9,000 | – | 151 | +100.0% | 0.00% | – |
| HCA | New | HCA HEALTHCARE INC COMstock | $9,000 | – | 50 | +100.0% | 0.00% | – |
| HIG | New | HARTFORD FINL SVCS GROUP INC COMstock | $9,000 | – | 150 | +100.0% | 0.00% | – |
| IDLV | INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETFetf | $8,000 | -11.1% | 320 | 0.0% | 0.00% | 0.0% | |
| EFA | ISHARES MSCI EAFE ETFetf | $8,000 | -11.1% | 138 | 0.0% | 0.00% | 0.0% | |
| IGM | ISHARES EXPANDED TECH SECTOR ETFetf | $9,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| LHX | New | L3HARRIS TECHNOLOGIES INC COMstock | $9,000 | – | 42 | +100.0% | 0.00% | – |
| EL | LAUDER ESTEE COS INC CL Astock | $8,000 | -11.1% | 35 | 0.0% | 0.00% | 0.0% | |
| NNN | New | NATIONAL RETAIL PROPERTIES INC COMreit | $8,000 | – | 194 | +100.0% | 0.00% | – |
| NDSN | New | NORDSON CORP COMstock | $8,000 | – | 37 | +100.0% | 0.00% | – |
| NSC | New | NORFOLK SOUTHN CORP COMstock | $9,000 | – | 42 | +100.0% | 0.00% | – |
| NOG | New | NORTHERN OIL AND GAS INC MN COMstock | $8,000 | – | 300 | +100.0% | 0.00% | – |
| POOL | POOL CORP COMstock | $8,000 | -11.1% | 25 | 0.0% | 0.00% | 0.0% | |
| PLD | New | PROLOGIS INC. COMreit | $8,000 | – | 80 | +100.0% | 0.00% | – |
| PRU | New | PRUDENTIAL FINL INC COMstock | $8,000 | – | 90 | +100.0% | 0.00% | – |
| O | Sell | REALTY INCOME CORP COMreit | $9,000 | -35.7% | 150 | -26.5% | 0.00% | -33.3% |
| RIVIAN AUTOMOTIVE INC COM CL Astock | $9,000 | +28.6% | 288 | 0.0% | 0.00% | +33.3% | ||
| SCHX | SCHWAB U.S. LARGE-CAP ETFetf | $8,000 | -11.1% | 192 | 0.0% | 0.00% | 0.0% | |
| XLI | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $8,000 | 0.0% | 95 | 0.0% | 0.00% | +33.3% | |
| NOW | SERVICENOW INC COMstock | $9,000 | -25.0% | 25 | 0.0% | 0.00% | -20.0% | |
| SWK | STANLEY BLACK & DECKER INC COMstock | $8,000 | -20.0% | 100 | 0.0% | 0.00% | 0.0% | |
| STWD | STARWOOD PPTY TR INC COMreit | $8,000 | -11.1% | 415 | 0.0% | 0.00% | 0.0% | |
| ULTA | ULTA BEAUTY INC COMstock | $8,000 | 0.0% | 20 | 0.0% | 0.00% | +33.3% | |
| VYM | New | VANGUARD HIGH DIVIDEND YIELD INDEX ETFetf | $9,000 | – | 90 | +100.0% | 0.00% | – |
| VWO | VANGUARD FTSE EMERGING MARKETS ETFetf | $8,000 | -11.1% | 225 | 0.0% | 0.00% | 0.0% | |
| VHT | VANGUARD HEALTH CARE ETFetf | $8,000 | 0.0% | 34 | 0.0% | 0.00% | +33.3% | |
| VRTX | VERTEX PHARMACEUTICALS INC COMstock | $9,000 | +12.5% | 30 | 0.0% | 0.00% | +33.3% | |
| CB | New | CHUBB LIMITED COMstock | $9,000 | – | 51 | +100.0% | 0.00% | – |
| LULU | LULULEMON ATHLETICA INC COMstock | $6,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
| KEY | New | KEYCORP COMstock | $6,000 | – | 390 | +100.0% | 0.00% | – |
| TJX | New | TJX COS INC NEW COMstock | $6,000 | – | 104 | +100.0% | 0.00% | – |
| NXPI | New | NXP SEMICONDUCTORS N V COMstock | $7,000 | – | 49 | +100.0% | 0.00% | – |
| IXN | New | ISHARES GLOBAL TECH ETFetf | $7,000 | – | 175 | +100.0% | 0.00% | – |
| EEM | ISHARES MSCI EMERGING MARKETS ETFetf | $6,000 | -14.3% | 170 | 0.0% | 0.00% | 0.0% | |
| PM | New | PHILIP MORRIS INTL INC COMstock | $7,000 | – | 80 | +100.0% | 0.00% | – |
| IUSB | Sell | ISHARES CORE TOTAL USD BOND MARKET ETFetf | $6,000 | -73.9% | 138 | -72.2% | 0.00% | -70.0% |
| WST | New | WEST PHARMACEUTICAL SVSC INC COMstock | $6,000 | – | 25 | +100.0% | 0.00% | – |
| T | Buy | AT&T INC COMstock | $7,000 | 0.0% | 459 | +43.4% | 0.00% | 0.0% |
| ZTS | New | ZOETIS INC CL Astock | $6,000 | – | 38 | +100.0% | 0.00% | – |
| HEIA | New | HEICO CORP NEW CL Astock | $7,000 | – | 65 | +100.0% | 0.00% | – |
| LPLA | New | LPL FINL HLDGS INC COMstock | $7,000 | – | 32 | +100.0% | 0.00% | – |
| MTUM | Sell | ISHARES MSCI USA MOMENTUM FACTOR ETFetf | $6,000 | -14.3% | 46 | -14.8% | 0.00% | 0.0% |
| SPLV | Buy | INVESCO S&P 500 LOW VOLATILITY ETFetf | $6,000 | +500.0% | 107 | +529.4% | 0.00% | – |
| ROST | New | ROSS STORES INC COMstock | $7,000 | – | 79 | +100.0% | 0.00% | – |
| BSY | New | BENTLEY SYS INC COM CL Bstock | $6,000 | – | 180 | +100.0% | 0.00% | – |
| COP | Buy | CONOCOPHILLIPS COMstock | $7,000 | +133.3% | 69 | +97.1% | 0.00% | +200.0% |
| COO | Buy | COOPER COS INC COM NEWstock | $7,000 | +133.3% | 25 | +177.8% | 0.00% | +200.0% |
| VRSK | New | VERISK ANALYTICS INC COMstock | $7,000 | – | 41 | +100.0% | 0.00% | – |
| GPN | GLOBAL PMTS INC COMstock | $7,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% | |
| GILD | New | GILEAD SCIENCES INC COMstock | $6,000 | – | 90 | +100.0% | 0.00% | – |
| ZBRA | New | ZEBRA TECHNOLOGIES CORPORATION CL Astock | $7,000 | – | 27 | +100.0% | 0.00% | – |
| HLI | New | HOULIHAN LOKEY INC CL Astock | $6,000 | – | 86 | +100.0% | 0.00% | – |
| FNDX | SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETFetf | $6,000 | -14.3% | 130 | 0.0% | 0.00% | 0.0% | |
| New | TWO HBRS INVT CORP COM NEWreit | $6,000 | – | 1,670 | +100.0% | 0.00% | – | |
| STLA | STELLANTIS N.V SHSstock | $7,000 | -12.5% | 612 | 0.0% | 0.00% | 0.0% | |
| GM | Buy | GENERAL MTRS CO COMstock | $6,000 | +200.0% | 200 | +300.0% | 0.00% | +200.0% |
| STT | STATE STR CORP COMstock | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETFetf | $7,000 | -12.5% | 109 | 0.0% | 0.00% | 0.0% | |
| GIS | New | GENERAL MLS INC COMstock | $7,000 | – | 90 | +100.0% | 0.00% | – |
| DDL | DINGDONG CAYMAN LTD ADSadr | $7,000 | -36.4% | 2,054 | 0.0% | 0.00% | -40.0% | |
| SON | New | SONOCO PRODS CO COMstock | $6,000 | – | 101 | +100.0% | 0.00% | – |
| DPZ | New | DOMINOS PIZZA INC COMstock | $6,000 | – | 18 | +100.0% | 0.00% | – |
| EWU | ISHARES MSCI UNITED KINGDOM ETFetf | $6,000 | -14.3% | 219 | 0.0% | 0.00% | 0.0% | |
| APD | New | AIR PRODS & CHEMS INC COMstock | $6,000 | – | 27 | +100.0% | 0.00% | – |
| DOW | DOW INC COMstock | $7,000 | -22.2% | 166 | 0.0% | 0.00% | -25.0% | |
| EOG | Buy | EOG RES INC COMstock | $7,000 | +133.3% | 60 | +140.0% | 0.00% | +200.0% |
| RSG | New | REPUBLIC SVCS INC COMstock | $4,000 | – | 32 | +100.0% | 0.00% | – |
| PALL | ABRDN PHYSICAL PALLADIUM SHARES ETFetf | $4,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| VAW | VANGUARD MATERIALS ETFetf | $5,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
| CLX | New | CLOROX CO DEL COMstock | $5,000 | – | 37 | +100.0% | 0.00% | – |
| ROP | New | ROPER TECHNOLOGIES INC COMstock | $5,000 | – | 15 | +100.0% | 0.00% | – |
| CL | New | COLGATE PALMOLIVE CO COMstock | $4,000 | – | 57 | +100.0% | 0.00% | – |
| GWW | New | GRAINGER W W INC COMstock | $4,000 | – | 9 | +100.0% | 0.00% | – |
| UMPQ | UMPQUA HLDGS CORP COMstock | $4,000 | 0.0% | 248 | 0.0% | 0.00% | 0.0% | |
| ATVI | ACTIVISION BLIZZARD INC COMstock | $5,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% | |
| USB | Buy | US BANCORP DEL COM NEWstock | $5,000 | +25.0% | 113 | +17.7% | 0.00% | 0.0% |
| TRU | New | TRANSUNION COMstock | $5,000 | – | 80 | +100.0% | 0.00% | – |
| TDG | TRANSDIGM GROUP INC COMstock | $5,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| DG | New | DOLLAR GEN CORP NEW COMstock | $4,000 | – | 16 | +100.0% | 0.00% | – |
| PNR | New | PENTAIR PLC SHSstock | $4,000 | – | 100 | +100.0% | 0.00% | – |
| ALGN | ALIGN TECHNOLOGY INC COMstock | $4,000 | -20.0% | 20 | 0.0% | 0.00% | 0.0% | |
| EGRX | New | EAGLE PHARMACEUTICALS INC COMstock | $4,000 | – | 136 | +100.0% | 0.00% | – |
| FBHS | FORTUNE BRANDS HOME & SEC INC COMstock | $5,000 | -16.7% | 100 | 0.0% | 0.00% | -33.3% | |
| FMAY | FT CBOE VEST U.S. EQUITY BUFFER ETF - MAYetf | $5,000 | 0.0% | 143 | 0.0% | 0.00% | 0.0% | |
| SCHE | Sell | SCHWAB EMERGING MARKETS EQUITY ETFetf | $4,000 | -60.0% | 180 | -54.1% | 0.00% | -50.0% |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETFetf | $5,000 | 0.0% | 197 | 0.0% | 0.00% | 0.0% | |
| ALLE | New | ALLEGION PLC ORD SHSstock | $5,000 | – | 54 | +100.0% | 0.00% | – |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETFetf | $5,000 | -16.7% | 202 | 0.0% | 0.00% | -33.3% | |
| FNDA | SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETFetf | $4,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% | |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETFetf | $4,000 | 0.0% | 136 | 0.0% | 0.00% | 0.0% | |
| SCHP | SCHWAB US TIPS ETFetf | $4,000 | -20.0% | 84 | 0.0% | 0.00% | 0.0% | |
| ZBH | New | ZIMMER BIOMET HOLDINGS INC COMstock | $4,000 | – | 40 | +100.0% | 0.00% | – |
| EW | Buy | EDWARDS LIFESCIENCES CORP COMstock | $5,000 | +25.0% | 62 | +59.0% | 0.00% | 0.0% |
| FFIN | New | FIRST FINL BANKSHARES INC COMstock | $5,000 | – | 117 | +100.0% | 0.00% | – |
| XLY | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $4,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
| EFX | New | EQUIFAX INC COMstock | $5,000 | – | 30 | +100.0% | 0.00% | – |
| EQIX | New | EQUINIX INC COMreit | $4,000 | – | 7 | +100.0% | 0.00% | – |
| SCI | New | SERVICE CORP INTL COMstock | $4,000 | – | 65 | +100.0% | 0.00% | – |
| ZEN | ZENDESK INC COMstock | $5,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| IEUR | New | ISHARES CORE MSCI EUROPE ETFetf | $4,000 | – | 97 | +100.0% | 0.00% | – |
| CRBN | ISHARES MSCI ACWI LOW CARBON TARGET ETFetf | $4,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| AMT | New | AMERICAN TOWER CORP NEW COMreit | $5,000 | – | 23 | +100.0% | 0.00% | – |
| AWK | New | AMERICAN WTR WKS CO INC NEW COMstock | $5,000 | – | 40 | +100.0% | 0.00% | – |
| IVW | ISHARES S&P 500 GROWTH ETFetf | $5,000 | 0.0% | 84 | 0.0% | 0.00% | 0.0% | |
| BUD | New | ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRadr | $4,000 | – | 80 | +100.0% | 0.00% | – |
| ATHA | ATHIRA PHARMA INC COMstock | $4,000 | 0.0% | 1,293 | 0.0% | 0.00% | 0.0% | |
| BCE | New | BCE INC COM NEWstock | $5,000 | – | 120 | +100.0% | 0.00% | – |
| BIPC | BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS Astock | $5,000 | -16.7% | 132 | 0.0% | 0.00% | -33.3% | |
| BRKS | New | AZENTA INC COMstock | $5,000 | – | 125 | +100.0% | 0.00% | – |
| VUG | Buy | VANGUARD GROWTH ETFetf | $4,000 | +33.3% | 20 | +33.3% | 0.00% | +100.0% |
| VV | VANGUARD LARGE-CAP ETFetf | $5,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% | |
| PLSE | PULSE BIOSCIENCES INC COMstock | $5,000 | +66.7% | 2,000 | 0.0% | 0.00% | +100.0% | |
| CI | New | CIGNA CORP NEW COMstock | $4,000 | – | 13 | +100.0% | 0.00% | – |
| XM | New | QUALTRICS INTL INC COM CL Astock | $5,000 | – | 488 | +100.0% | 0.00% | – |
| COG | New | COTERRA ENERGY INC COMstock | $4,000 | – | 160 | +100.0% | 0.00% | – |
| CRL | New | CHARLES RIV LABS INTL INC COMstock | $5,000 | – | 27 | +100.0% | 0.00% | – |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP COMstock | $5,000 | -16.7% | 61 | +1.7% | 0.00% | -33.3% |
| CHWY | Sell | CHEWY INC CL Astock | $4,000 | -42.9% | 117 | -40.6% | 0.00% | -33.3% |
| EXPE | New | EXPEDIA GROUP INC COM NEWstock | $3,000 | – | 32 | +100.0% | 0.00% | – |
| TAP | MOLSON COORS BEVERAGE CO CL Bstock | $3,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
| NVRO | NEVRO CORP COMstock | $3,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% | |
| NWL | New | NEWELL BRANDS INC COMstock | $3,000 | – | 240 | +100.0% | 0.00% | – |
| NEAR | BLACKROCK SHORT MATURITY BOND ETFetf | $3,000 | 0.0% | 69 | 0.0% | 0.00% | 0.0% | |
| OGN | Sell | ORGANON & CO COMMON STOCKstock | $3,000 | -25.0% | 124 | -2.4% | 0.00% | -50.0% |
| PULS | PGIM ULTRA SHORT BOND ETFetf | $2,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| PPG | New | PPG INDS INC COMstock | $3,000 | – | 30 | +100.0% | 0.00% | – |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETFetf | $2,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
| IVE | ISHARES S&P 500 VALUE ETFetf | $3,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| PXD | New | PIONEER NAT RES CO COMstock | $2,000 | – | 9 | +100.0% | 0.00% | – |
| HRL | New | HORMEL FOODS CORP COMstock | $3,000 | – | 71 | +100.0% | 0.00% | – |
| PSA | New | PUBLIC STORAGE COMreit | $3,000 | – | 11 | +100.0% | 0.00% | – |
| PWR | New | QUANTA SVCS INC COMstock | $3,000 | – | 27 | +100.0% | 0.00% | – |
| REZI | RESIDEO TECHNOLOGIES INC COMstock | $2,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% | |
| RIGL | RIGEL PHARMACEUTICALS INC COM NEWstock | $2,000 | 0.0% | 2,000 | 0.0% | 0.00% | 0.0% | |
| GPC | New | GENUINE PARTS CO COMstock | $2,000 | – | 12 | +100.0% | 0.00% | – |
| SPLG | SPDR PORTFOLIO S&P 500 ETFetf | $3,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% | |
| GXO LOGISTICS INCORPORATED COMMON STOCKstock | $2,000 | -33.3% | 65 | 0.0% | 0.00% | 0.0% | ||
| FLLV | New | FRANKLIN U.S. LOW VOLATILITY ETFetf | $2,000 | – | 39 | +100.0% | 0.00% | – |
| BEN | New | FRANKLIN RESOURCES INC COMstock | $2,000 | – | 103 | +100.0% | 0.00% | – |
| FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETFetf | $3,000 | 0.0% | 108 | 0.0% | 0.00% | 0.0% | |
| SCHH | SCHWAB U.S. REIT ETFetf | $2,000 | 0.0% | 96 | 0.0% | 0.00% | 0.0% | |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETFetf | $2,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
| SMG | SCOTTS MIRACLE-GRO CO CL Astock | $3,000 | -40.0% | 68 | 0.0% | 0.00% | -50.0% | |
| EVRG | New | EVERGY INC COMstock | $3,000 | – | 53 | +100.0% | 0.00% | – |
| ELS | New | EQUITY LIFESTYLE PPTYS INC COMreit | $3,000 | – | 52 | +100.0% | 0.00% | – |
| SITE | New | SITEONE LANDSCAPE SUPPLY INC COMstock | $3,000 | – | 32 | +100.0% | 0.00% | – |
| SWBI | SMITH & WESSON BRANDS INC COMstock | $2,000 | -33.3% | 215 | 0.0% | 0.00% | 0.0% | |
| SJM | New | SMUCKER J M CO COM NEWstock | $3,000 | – | 25 | +100.0% | 0.00% | – |
| SPLK | SPLUNK INC COMstock | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| SYK | New | STRYKER CORPORATION COMstock | $2,000 | – | 10 | +100.0% | 0.00% | – |
| SMMT | SUMMIT THERAPEUTICS INC COMstock | $2,000 | 0.0% | 2,000 | 0.0% | 0.00% | 0.0% | |
| SYLVAMO CORP COMMON STOCKstock | $2,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | ||
| DFAS | DIMENSIONAL US SMALL CAP ETFetf | $2,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
| TRV | New | TRAVELERS COMPANIES INC COMstock | $3,000 | – | 19 | +100.0% | 0.00% | – |
| DECK | New | DECKERS OUTDOOR CORP COMstock | $3,000 | – | 10 | +100.0% | 0.00% | – |
| VFC | New | V F CORP COMstock | $2,000 | – | 83 | +100.0% | 0.00% | – |
| COLM | COLUMBIA SPORTSWEAR CO COMstock | $3,000 | -25.0% | 50 | 0.0% | 0.00% | -50.0% | |
| LNG | CHENIERE ENERGY INC COM NEWstock | $2,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
| CARR | Sell | CARRIER GLOBAL CORPORATION COMstock | $2,000 | -50.0% | 55 | -52.2% | 0.00% | -50.0% |
| VTR | VENTAS INC COMreit | $2,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| CHRW | New | C H ROBINSON WORLDWIDE INC COM NEWstock | $3,000 | – | 36 | +100.0% | 0.00% | – |
| CBOE | New | CBOE GLOBAL MKTS INC COMstock | $3,000 | – | 28 | +100.0% | 0.00% | – |
| VTRS | VIATRIS INC COMstock | $2,000 | -33.3% | 239 | 0.0% | 0.00% | 0.0% | |
| BK | New | BANK NEW YORK MELLON CORP COMstock | $2,000 | – | 62 | +100.0% | 0.00% | – |
| AMPLITUDE INC COM CL Astock | $3,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% | ||
| EZM | WISDOMTREE U.S. MIDCAP FUNDetf | $2,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| WOPEY | WOODSIDE ENERGY GROUP LTD SPONSORED ADRadr | $2,000 | 0.0% | 96 | 0.0% | 0.00% | 0.0% | |
| XPO | XPO LOGISTICS INC COMstock | $3,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% | |
| ALL | New | ALLSTATE CORP COMstock | $3,000 | – | 28 | +100.0% | 0.00% | – |
| RE | New | EVEREST RE GROUP LTD COMstock | $3,000 | – | 13 | +100.0% | 0.00% | – |
| LII | New | LENNOX INTL INC COMstock | $3,000 | – | 13 | +100.0% | 0.00% | – |
| KR | New | KROGER CO COMstock | $2,000 | – | 35 | +100.0% | 0.00% | – |
| LUCID GROUP INC COMstock | $2,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% | ||
| BBCA | New | JPMORGAN BETABUILDERS CANADA ETFetf | $2,000 | – | 34 | +100.0% | 0.00% | – |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETFetf | $3,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
| MU | MICRON TECHNOLOGY INC COMstock | $3,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
| FDX | Exit | FEDEX CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| FLQH | New | FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX ETFetf | $1,000 | – | 47 | +100.0% | 0.00% | – |
| SPSM | SPDR PORTFOLIO S&P 600 SMALL CAP ETFetf | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
| KOMP | SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETFetf | $0 | – | 5 | 0.0% | 0.00% | – | |
| GTX | GARRETT MOTION INC COMstock | $0 | – | 50 | 0.0% | 0.00% | – | |
| GOVT | Sell | ISHARES U.S. TREASURY BOND ETFetf | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| ASIX | ADVANSIX INC COMstock | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
| ALC | ALCON AG ORD SHSstock | $0 | – | 6 | 0.0% | 0.00% | – | |
| Exit | ORION OFFICE REIT INC COMreit | $0 | – | -20 | -100.0% | 0.00% | – | |
| AMC | AMC ENTMT HLDGS INC CL A COMstock | $0 | – | 3 | 0.0% | 0.00% | – | |
| NMR | NOMURA HLDGS INC SPONSORED ADRadr | $0 | -100.0% | 150 | 0.0% | 0.00% | – | |
| NKLA | NIKOLA CORP COMstock | $0 | – | 16 | 0.0% | 0.00% | – | |
| Buy | CENNTRO ELECTRIC GROUP LIMITED ORD SHSstock | $0 | – | 300 | +122.2% | 0.00% | – | |
| TYME | Exit | TYME TECHNOLOGIES INC COMstock | $0 | – | -5,000 | -100.0% | 0.00% | – |
| RRGB | Exit | RED ROBIN GOURMET BURGERS INC COMstock | $0 | – | -100 | -100.0% | 0.00% | – |
| CLAR | Exit | CLARUS CORP NEW COMstock | $0 | – | -30 | -100.0% | 0.00% | – |
| TEVA | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADSadr | $1,000 | – | 66 | 0.0% | 0.00% | – | |
| EXPR | Buy | EXPRESS INC COMstock | $0 | – | 275 | +22.2% | 0.00% | – |
| SHOP | New | SHOPIFY INC CL Astock | $1,000 | – | 50 | +100.0% | 0.00% | – |
| SNAP | Buy | SNAP INC CL Astock | $0 | – | 19 | +111.1% | 0.00% | – |
| ADMA | ADMA BIOLOGICS INC COMstock | $0 | – | 200 | 0.0% | 0.00% | – | |
| SO | New | SOUTHERN CO COMstock | $1,000 | – | 22 | +100.0% | 0.00% | – |
| FTCV | Buy | FINTECH ACQUISITION CORP V COM CL Astock | $0 | – | 50 | +25.0% | 0.00% | – |
| EGHT | 8X8 INC NEW COMstock | $1,000 | 0.0% | 215 | 0.0% | 0.00% | – | |
| SQ | BLOCK INC CL Astock | $1,000 | -50.0% | 26 | 0.0% | 0.00% | -100.0% | |
| CPNG | Exit | COUPANG INC CL Astock | $0 | – | -30 | -100.0% | 0.00% | – |
| SKYY | FIRST TRUST CLOUD COMPUTING ETFetf | $0 | – | 2 | 0.0% | 0.00% | – | |
| DMAY | FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - MAYetf | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
| EBAY | Sell | EBAY INC. COMstock | $0 | -100.0% | 10 | -86.1% | 0.00% | -100.0% |
| ROOT | Exit | ROOT INC COM CL Astock | $0 | – | -493 | -100.0% | 0.00% | – |
| SNX | TD SYNNEX CORPORATION COMstock | $0 | – | 3 | 0.0% | 0.00% | – | |
| SYRS | New | SYROS PHARMACEUTICALS INC COM NEWstock | $1,000 | – | 219 | +100.0% | 0.00% | – |
| MMLG | FIRST TRUST MULTI-MANAGER LARGE GROWTH ETFetf | $0 | – | 19 | 0.0% | 0.00% | – | |
| FOX | FOX CORP CL B COMstock | $0 | – | 10 | 0.0% | 0.00% | – | |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COMstock | $0 | – | 4 | 0.0% | 0.00% | – | |
| TKAT | TAKUNG ART LTD COM NEWstock | $0 | – | 135 | 0.0% | 0.00% | – | |
| JETS | Sell | U.S. GLOBAL JETS ETFetf | $0 | -100.0% | 25 | -90.9% | 0.00% | -100.0% |
| TDOC | TELADOC HEALTH INC COMstock | $1,000 | 0.0% | 44 | 0.0% | 0.00% | – | |
| MDYG | SPDR S&P 400 MID CAP GROWTH ETFetf | $0 | – | 5 | 0.0% | 0.00% | – | |
| EBND | SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETFetf | $0 | – | 23 | 0.0% | 0.00% | – | |
| DELL | DELL TECHNOLOGIES INC CL Cstock | $0 | – | 5 | 0.0% | 0.00% | – | |
| SPMB | SPDR PORTFOLIO MORTGAGE BACKED BOND ETFetf | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
| UGI | Sell | UGI CORP NEW COMstock | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| SPIB | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFetf | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
| MPWR | Exit | MONOLITHIC PWR SYS INC COMstock | $0 | – | -3 | -100.0% | 0.00% | – |
| GEVO | GEVO INC COM PARstock | $0 | – | 100 | 0.0% | 0.00% | – | |
| UAA | UNDER ARMOUR INC CL Astock | $1,000 | 0.0% | 86 | 0.0% | 0.00% | – | |
| UL | New | UNILEVER PLC SPON ADR NEWadr | $1,000 | – | 19 | +100.0% | 0.00% | – |
| HAUZ | DBX ETF TRUST - XTRACKERS INTERNATIONAL REAL ESTATE ETFetf | $0 | – | 4 | 0.0% | 0.00% | – | |
| CRTX | QUINCE THERAPEUTICS INC COMstock | $0 | – | 163 | 0.0% | 0.00% | – | |
| CPER | UNITED STATES COPPER INDEX FUNDetf | $1,000 | -50.0% | 72 | 0.0% | 0.00% | -100.0% | |
| GPMT | GRANITE PT MTG TR INC COMreit | $1,000 | 0.0% | 94 | 0.0% | 0.00% | – | |
| TCS | CONTAINER STORE GROUP INC COMstock | $0 | – | 40 | 0.0% | 0.00% | – | |
| HL | HECLA MNG CO COMstock | $0 | – | 100 | 0.0% | 0.00% | – | |
| CNXC | CONCENTRIX CORP COMstock | $0 | – | 3 | 0.0% | 0.00% | – | |
| BSV | VANGUARD SHORT-TERM BOND ETFetf | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| LRCX | Sell | LAM RESEARCH CORP COMstock | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| SHELL PLC SPON ADSadr | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | ||
| VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETFetf | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| VGK | VANGUARD FTSE EUROPE ETFetf | $0 | – | 2 | 0.0% | 0.00% | – | |
| VDC | VANGUARD CONSUMER STAPLES ETFetf | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| New | ROOT INC CL A NEWstock | $0 | – | 32 | +100.0% | 0.00% | – | |
| C | Sell | CITIGROUP INC COM NEWstock | $0 | -100.0% | 7 | -94.1% | 0.00% | -100.0% |
| ROKU | Exit | ROKU INC COM CL Astock | $0 | – | -4 | -100.0% | 0.00% | – |
| TECB | ISHARES U.S. TECH BREAKTHROUGH MULTISECTOR ETFetf | $0 | – | 9 | 0.0% | 0.00% | – | |
| CCF | CHASE CORP COMstock | $0 | – | 5 | 0.0% | 0.00% | – | |
| HEXO | HEXO CORP COM NEWstock | $0 | – | 50 | 0.0% | 0.00% | – | |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETFetf | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
| COMT | Sell | ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETFetf | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| CAN | Buy | CANAAN INC SPONSORED ADSadr | $0 | – | 125 | +25.0% | 0.00% | – |
| VLDR | Buy | VELODYNE LIDAR INC COMstock | $0 | – | 460 | +76.9% | 0.00% | – |
| LI | New | LI AUTO INC SPONSORED ADSadr | $1,000 | – | 60 | +100.0% | 0.00% | – |
| New | CAMBER ENERGY INC COMstock | $0 | – | 585 | +100.0% | 0.00% | – | |
| QS | QUANTUMSCAPE CORP COM CL Astock | $1,000 | 0.0% | 149 | 0.0% | 0.00% | – | |
| HNST | HONEST CO INC COMstock | $0 | – | 100 | 0.0% | 0.00% | – | |
| KYNDRYL HLDGS INC COMMON STOCKstock | $0 | – | 16 | 0.0% | 0.00% | – | ||
| MDLZ | MONDELEZ INTL INC CL Astock | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| YCBD | Buy | CBDMD INC COMstock | $0 | – | 746 | +36.6% | 0.00% | – |
| NLY | Exit | ANNALY CAPITAL MANAGEMENT INC COMreit | $0 | – | -96 | -100.0% | 0.00% | – |
| PLX | Buy | PROTALIX BIOTHERAPEUTICS INC COMstock | $1,000 | 0.0% | 890 | +12.7% | 0.00% | – |
| OSTK | Exit | OVERSTOCK COM INC DEL COMstock | $0 | – | -25 | -100.0% | 0.00% | – |
| STAR | ISTAR INC COMreit | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| DYNF | BLACKROCK U.S. EQUITY FACTOR ROTATION ETFetf | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| IDEX | IDEANOMICS INC COMstock | $0 | -100.0% | 800 | 0.0% | 0.00% | – | |
| VIAV | VIAVI SOLUTIONS INC COMstock | $0 | – | 25 | 0.0% | 0.00% | – | |
| FALN | Sell | ISHARES FALLEN ANGELS USD BOND ETFetf | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| BKCC | Sell | BLACKROCK CAP INVT CORP COMcef | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| SPCE | VIRGIN GALACTIC HOLDINGS INC COMstock | $0 | -100.0% | 100 | 0.0% | 0.00% | – | |
| INO | INOVIO PHARMACEUTICALS INC COM NEWstock | $0 | – | 3 | 0.0% | 0.00% | – | |
| VMW | VMWARE INC CL A COMstock | $0 | – | 2 | 0.0% | 0.00% | – | |
| VLUE | Sell | ISHARES MSCI USA VALUE FACTOR ETFetf | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| WAB | Sell | WABTEC COMstock | $0 | – | 3 | -25.0% | 0.00% | – |
| ACB | AURORA CANNABIS INC COMstock | $0 | – | 25 | 0.0% | 0.00% | – | |
| WARNER BROS DISCOVERY INC COM SER Astock | $1,000 | 0.0% | 76 | 0.0% | 0.00% | – | ||
| PINS | PINTEREST INC CL Astock | $0 | – | 1 | 0.0% | 0.00% | – | |
| New | ANNALY CAPITAL MANAGEMENT INC COM NEWreit | $0 | – | 24 | +100.0% | 0.00% | – | |
| TIP | ISHARES TIPS BOND ETFetf | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| AGG | New | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $1,000 | – | 13 | +100.0% | 0.00% | – |
| LITE | LUMENTUM HLDGS INC COMstock | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| KHC | KRAFT HEINZ CO COMstock | $0 | – | 6 | 0.0% | 0.00% | – | |
| FOLD | Buy | AMICUS THERAPEUTICS INC COMstock | $1,000 | 0.0% | 85 | +13.3% | 0.00% | – |
| DOL | WISDOMTREE INTERNATIONAL LARGECAP DIVIDEND FUNDetf | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| IXG | Sell | ISHARES GLOBAL FINANCIALS ETFetf | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| TLT | ISHARES 20 YEAR TREASURY BOND ETFetf | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
| ISCF | ISHARES MSCI INTL SMALL-CAP MULTIFACTOR ETFetf | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
| WKHS | Sell | WORKHORSE GROUP INC COM NEWstock | $1,000 | 0.0% | 365 | -15.5% | 0.00% | – |
| BBAX | New | JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC-EX JAPAN ETFetf | $1,000 | – | 15 | +100.0% | 0.00% | – |
| AOUT | AMERICAN OUTDOOR BRANDS INC COMstock | $0 | -100.0% | 54 | 0.0% | 0.00% | – | |
| IYE | Sell | ISHARES U.S. ENERGY ETFetf | $1,000 | -66.7% | 18 | -72.7% | 0.00% | -100.0% |
| OTIS | Sell | OTIS WORLDWIDE CORP COMstock | $1,000 | -75.0% | 22 | -57.7% | 0.00% | -100.0% |
| Z | ZILLOW GROUP INC CL C CAP STKstock | $1,000 | 0.0% | 42 | 0.0% | 0.00% | – | |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETFetf | $1,000 | 0.0% | 42 | 0.0% | 0.00% | – | |
| OPEN | Buy | OPENDOOR TECHNOLOGIES INC COMstock | $0 | – | 70 | +40.0% | 0.00% | – |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $0 | – | 9 | 0.0% | 0.00% | – | |
| AAL | AMERICAN AIRLS GROUP INC COMstock | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| AMRN | Buy | AMARIN CORP PLC SPONS ADR NEWadr | $1,000 | 0.0% | 700 | +12.0% | 0.00% | – |
| EFV | Sell | ISHARES MSCI EAFE VALUE ETFetf | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| BBJP | New | JPMORGAN BETABUILDERS JAPAN ETFetf | $1,000 | – | 30 | +100.0% | 0.00% | – |
| AA | New | ALCOA CORP COMstock | $1,000 | – | 20 | +100.0% | 0.00% | – |
| EFG | Sell | ISHARES MSCI EAFE GROWTH ETFetf | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Buy | AEYE INC CL A COMstock | $0 | – | 250 | +72.4% | 0.00% | – | |
| POWW | Exit | AMMO INC COMstock | $0 | – | -850 | -100.0% | -0.00% | – |
| BSX | Exit | BOSTON SCIENTIFIC CORP COMstock | $0 | – | -74 | -100.0% | -0.00% | – |
| HPE | Exit | HEWLETT PACKARD ENTERPRISE CO COMstock | $0 | – | -150 | -100.0% | -0.00% | – |
| APAM | Exit | ARTISAN PARTNERS ASSET MGMT IN CL Astock | $0 | – | -62 | -100.0% | -0.00% | – |
| VTWG | Exit | VANGUARD RUSSELL 2000 GROWTH ETFetf | $0 | – | -22 | -100.0% | -0.00% | – |
| SRNE | Exit | SORRENTO THERAPEUTICS INC COM NEWstock | $0 | – | -1,000 | -100.0% | -0.00% | – |
| TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $0 | – | -33 | -100.0% | -0.00% | – |
| CRSP | Exit | CRISPR THERAPEUTICS AG NAMEN AKTstock | $0 | – | -40 | -100.0% | -0.00% | – |
| CIBR | Exit | FIRST TRUST NASDAQ CEA CYBERSECURITY ETFetf | $0 | – | -102 | -100.0% | -0.00% | – |
| MSI | Exit | MOTOROLA SOLUTIONS INC COM NEWstock | $0 | – | -25 | -100.0% | -0.00% | – |
| KLAC | Exit | KLA CORP COM NEWstock | $0 | – | -14 | -100.0% | -0.00% | – |
| APH | Exit | AMPHENOL CORP NEW CL Astock | $0 | – | -82 | -100.0% | -0.00% | – |
| BKH | Exit | BLACK HILLS CORP COMstock | $0 | – | -52 | -100.0% | -0.00% | – |
| AGCO | Exit | AGCO CORP COMstock | $0 | – | -55 | -100.0% | -0.00% | – |
| SCHW | Exit | SCHWAB CHARLES CORP COMstock | $0 | – | -129 | -100.0% | -0.00% | – |
| HST | Exit | HOST HOTELS & RESORTS INC COMreit | $0 | – | -443 | -100.0% | -0.00% | – |
| ORLY | Exit | OREILLY AUTOMOTIVE INC COMstock | $0 | – | -11 | -100.0% | -0.00% | – |
| CDW | Exit | CDW CORP COMstock | $0 | – | -39 | -100.0% | -0.00% | – |
| TWO | Exit | TWO HBRS INVT CORP COM NEWreit | $0 | – | -1,670 | -100.0% | -0.00% | – |
| DRH | Exit | DIAMONDROCK HOSPITALITY CO COMreit | $0 | – | -966 | -100.0% | -0.00% | – |
| APLE | Exit | APPLE HOSPITALITY REIT INC COM NEWreit | $0 | – | -527 | -100.0% | -0.00% | – |
| MMC | Exit | MARSH & MCLENNAN COS INC COMstock | $0 | – | -46 | -100.0% | -0.00% | – |
| XSD | Exit | SPDR S&P SEMICONDUCTOR ETFetf | $0 | – | -69 | -100.0% | -0.00% | – |
| BIGZ | Exit | BLACKROCK INNOVATION AND GRW SHS BEN INTcef | $0 | – | -1,250 | -100.0% | -0.00% | – |
| SLYV | Exit | SPDR S&P 600 SMALL CAP VALUE ETFetf | $0 | – | -170 | -100.0% | -0.01% | – |
| SLB | Exit | SCHLUMBERGER LTD COM STKstock | $0 | – | -321 | -100.0% | -0.01% | – |
| USO | Exit | UNITED STATES OIL FUND, LPetf | $0 | – | -175 | -100.0% | -0.01% | – |
| HCSG | Exit | HEALTHCARE SVCS GROUP INC COMstock | $0 | – | -850 | -100.0% | -0.01% | – |
| QQQX | Exit | NUVEEN NASDAQ 100 DYNAMIC OVER COM SHScef | $0 | – | -920 | -100.0% | -0.01% | – |
| JHMM | Exit | JOHN HANCOCK MULTIFACTOR MID CAP ETFetf | $0 | – | -483 | -100.0% | -0.01% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INC COMstock | $0 | – | -700 | -100.0% | -0.02% | – |
| USHY | Exit | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFetf | $0 | – | -1,865 | -100.0% | -0.03% | – |
| VTV | Exit | VANGUARD VALUE INDEX FUNDetf | $0 | – | -550 | -100.0% | -0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | 12 | Q2 2023 | 13.9% |
| GOLDMAN SACHS U.S. LARGE CAP EQUITY | 12 | Q2 2023 | 12.8% |
| FIRST TRUST US EQUITY OPPORTUNITIES ETF | 12 | Q2 2023 | 13.9% |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 12 | Q2 2023 | 9.4% |
| JANUS HENDERSON SHORT DURATION INCOME ETF | 12 | Q2 2023 | 4.9% |
| ISHARES CORE S&P 500 ETF | 12 | Q2 2023 | 4.6% |
| WISDOMTREE U.S. MIDCAP DIVIDEND FUND | 12 | Q2 2023 | 4.9% |
| TECH SELECT SECTOR SPDR FUND | 12 | Q2 2023 | 6.0% |
| MICROSOFT CORP COM | 12 | Q2 2023 | 3.3% |
| IQ FTSE INTL EQUITY CURRENCY NEUTRAL | 12 | Q2 2023 | 2.2% |
View Ten Capital Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-01-28 |
| 13F-HR | 2021-11-12 |
| 13F-HR | 2021-08-12 |
| 13F-HR | 2021-05-13 |
View Ten Capital Wealth 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.