$425 Billion is the total value of Legacy Financial Group LLC's 553 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 1052.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SDY | Buy | SPDR SER TRs&p divid etf | $46,084,669,000 | +95685.4% | 400,701 | +2.1% | 10.84% | -12.6% |
| IUSG | Buy | ISHARES TRcore s&p us gwt | $46,045,533,000 | +97585.0% | 485,559 | +0.6% | 10.83% | -10.9% |
| VOO | Buy | VANGUARD INDEX FDS | $35,247,914,000 | +124267.5% | 89,758 | +29.0% | 8.29% | +13.5% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $27,303,311,000 | +97950.5% | 144,408 | +3.1% | 6.42% | -10.5% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $16,009,077,000 | +98511.8% | 366,173 | +4.2% | 3.76% | -10.0% |
| XSOE | Sell | WISDOMTREE TRem ex st-owned | $15,685,108,000 | +89802.6% | 588,118 | -5.8% | 3.69% | -18.0% |
| IGIB | Buy | ISHARES TR | $15,525,847,000 | +96916.4% | 319,134 | +0.8% | 3.65% | -11.5% |
| BSJP | Buy | INVESCO EXCH TRD SLF IDX FD | $13,278,523,000 | +104422.0% | 590,682 | +4.8% | 3.12% | -4.6% |
| BSJQ | Buy | INVESCO EXCH TRD SLF IDX FDinvsco blsh 26 | $13,195,833,000 | +105947.0% | 583,112 | +6.8% | 3.10% | -3.2% |
| BSCO | Buy | INVESCO EXCH TRD SLF IDX FD | $12,722,544,000 | +103279.0% | 615,508 | +2.9% | 2.99% | -5.7% |
| USRT | Buy | ISHARES TRcre u s reit etf | $12,500,535,000 | +96088.0% | 264,954 | +4.8% | 2.94% | -12.2% |
| BSCR | Buy | INVESCO EXCH TRD SLF IDX FD | $12,099,372,000 | +106747.1% | 645,816 | +8.5% | 2.85% | -2.5% |
| TIP | Buy | ISHARES TRtips bd etf | $11,719,014,000 | +98340.0% | 112,987 | +2.1% | 2.76% | -10.2% |
| IUSB | Buy | ISHARES TRcore total usd | $11,216,407,000 | +109502.7% | 256,580 | +14.0% | 2.64% | 0.0% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $9,105,922,000 | +97940.9% | 121,138 | -1.4% | 2.14% | -10.5% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $8,923,392,000 | +81739.8% | 67,709 | -16.2% | 2.10% | -25.3% |
| SHYG | Sell | ISHARES TR0-5yr hi yl cp | $6,991,648,000 | +56831.3% | 170,403 | -42.5% | 1.64% | -48.1% |
| SPLB | Buy | SPDR SER TRportfolio ln cor | $5,717,004,000 | +102564.9% | 269,162 | +12.4% | 1.34% | -6.3% |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $5,280,881,000 | – | 75,679 | +100.0% | 1.24% | – |
| MBB | Sell | ISHARES TRmbs etf | $4,691,052,000 | +81321.0% | 52,827 | -14.5% | 1.10% | -25.7% |
| TFLO | New | ISHARES TRtrs flt rt bd | $4,444,725,000 | – | 87,598 | +100.0% | 1.04% | – |
| EFV | Buy | ISHARES TReafe value etf | $4,003,146,000 | +111203.2% | 81,814 | +11.3% | 0.94% | +1.6% |
| AOA | Buy | ISHARES TRaggres alloc etf | $3,932,194,000 | +97088.4% | 61,934 | +1.6% | 0.92% | -11.3% |
| EFG | Buy | ISHARES TReafe grwth etf | $3,853,014,000 | +107197.9% | 44,647 | +18.6% | 0.91% | -2.2% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $3,768,906,000 | +87338.7% | 18,099 | -7.6% | 0.89% | -20.3% |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $3,592,327,000 | – | 10,255 | +100.0% | 0.84% | – |
| TLT | New | ISHARES TR20 yr tr bd etf | $2,928,427,000 | – | 33,019 | +100.0% | 0.69% | – |
| MSFT | New | MICROSOFT CORP | $2,731,975,000 | – | 8,652 | +100.0% | 0.64% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $2,655,112,000 | – | 38,806 | +100.0% | 0.62% | – |
| CASY | New | CASEYS GEN STORES INC | $2,458,613,000 | – | 9,055 | +100.0% | 0.58% | – |
| USMV | Sell | ISHARES TRmsci usa min vol | $2,454,191,000 | +81350.2% | 33,907 | -16.4% | 0.58% | -25.7% |
| IYW | Sell | ISHARES TRu.s. tech etf | $2,419,188,000 | +50195.3% | 23,057 | -47.8% | 0.57% | -54.1% |
| BUFD | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest fd dep | $2,269,075,000 | +59192.7% | 106,780 | -39.9% | 0.53% | -45.8% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $2,202,048,000 | +95199.2% | 23,379 | -1.0% | 0.52% | -13.1% |
| IJH | New | ISHARES TRcore s&p mcp etf | $1,956,556,000 | – | 7,847 | +100.0% | 0.46% | – |
| AMZN | Buy | AMAZON COM INC | $1,910,741,000 | +98265.3% | 15,031 | +0.9% | 0.45% | -10.4% |
| AAPL | Buy | APPLE INC | $1,882,438,000 | +88539.0% | 10,995 | +0.4% | 0.44% | -19.0% |
| DE | New | DEERE & CO | $1,807,021,000 | – | 4,788 | +100.0% | 0.42% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $1,723,508,000 | – | 6,329 | +100.0% | 0.40% | – |
| LQD | New | ISHARES TRiboxx inv cp etf | $1,688,667,000 | – | 16,552 | +100.0% | 0.40% | – |
| AOR | Sell | ISHARES TRgrwt allocat etf | $1,453,995,000 | +88690.2% | 29,427 | -7.5% | 0.34% | -19.0% |
| WM | New | WASTE MGMT INC DEL | $1,335,652,000 | – | 8,762 | +100.0% | 0.31% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $1,335,880,000 | – | 3,125 | +100.0% | 0.31% | – |
| WFC | Buy | WELLS FARGO CO NEW | $1,252,496,000 | +180718.6% | 30,653 | +88.9% | 0.30% | +64.8% |
| IUSV | Sell | ISHARES TRcore s&p us vlu | $1,191,991,000 | +60727.0% | 15,974 | -36.2% | 0.28% | -44.6% |
| SCHP | New | SCHWAB STRATEGIC TRus tips etf | $1,093,447,000 | – | 21,657 | +100.0% | 0.26% | – |
| IFRA | Buy | ISHARES TRus infrastruc | $1,086,925,000 | +95874.6% | 29,706 | +2.5% | 0.26% | -12.3% |
| IJR | New | ISHARES TRcore s&p scp etf | $894,437,000 | – | 9,482 | +100.0% | 0.21% | – |
| TSLA | New | TESLA INC | $790,945,000 | – | 3,161 | +100.0% | 0.19% | – |
| RLY | Sell | SSGA ACTIVE ETF TRmult ass rlrtn | $743,411,000 | +100159.1% | 27,575 | -1.0% | 0.18% | -8.4% |
| NUBD | Buy | NUSHARES ETF TRnuveen esg us | $745,421,000 | +101796.0% | 35,328 | +6.2% | 0.18% | -7.4% |
| BNDX | Sell | VANGUARD CHARLOTTE FDStotal int bd etf | $697,936,000 | +11173.2% | 14,592 | -88.5% | 0.16% | -89.7% |
| VOT | New | VANGUARD INDEX FDSmcap gr idxvip | $677,598,000 | – | 3,479 | +100.0% | 0.16% | – |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $653,319,000 | – | 4,989 | +100.0% | 0.15% | – |
| AOM | Buy | ISHARES TRmodert alloc etf | $611,126,000 | +97575.8% | 15,698 | +1.4% | 0.14% | -10.6% |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $603,882,000 | – | 2,843 | +100.0% | 0.14% | – |
| CWB | Sell | SPDR SER TRbbg conv sec etf | $598,321,000 | +57160.1% | 8,825 | -40.9% | 0.14% | -47.6% |
| EMB | New | ISHARES TRjpmorgan usd emg | $574,003,000 | – | 6,956 | +100.0% | 0.14% | – |
| PFG | New | PRINCIPAL FINANCIAL GROUP IN | $558,826,000 | – | 7,754 | +100.0% | 0.13% | – |
| IWC | New | ISHARES TRmicro-cap etf | $512,113,000 | – | 5,116 | +100.0% | 0.12% | – |
| GOVT | Sell | ISHARES TRus treas bd etf | $509,712,000 | +9251.5% | 23,127 | -90.3% | 0.12% | -91.5% |
| PRF | New | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $483,187,000 | – | 15,185 | +100.0% | 0.11% | – |
| ORLY | New | OREILLY AUTOMOTIVE INC | $478,969,000 | – | 527 | +100.0% | 0.11% | – |
| NULG | New | NUSHARES ETF TRnuveen esg lrgcp | $466,866,000 | – | 7,785 | +100.0% | 0.11% | – |
| HD | New | HOME DEPOT INC | $456,746,000 | – | 1,512 | +100.0% | 0.11% | – |
| NULV | Buy | NUSHARES ETF TRnuveen esg lrgvl | $438,417,000 | +102843.1% | 13,052 | +6.2% | 0.10% | -6.4% |
| VDE | New | VANGUARD WORLD FDSenergy etf | $424,115,000 | – | 3,346 | +100.0% | 0.10% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $421,652,000 | – | 3,057 | +100.0% | 0.10% | – |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $388,621,000 | +92727.6% | 9,911 | -3.7% | 0.09% | -15.7% |
| WMT | New | WALMART INC | $377,202,000 | – | 2,359 | +100.0% | 0.09% | – |
| NUDM | Buy | NUSHARES ETF TRnuveen esg intl | $363,165,000 | +100262.0% | 13,293 | +6.4% | 0.08% | -8.6% |
| EMR | New | EMERSON ELEC CO | $351,611,000 | – | 3,641 | +100.0% | 0.08% | – |
| AOK | Sell | ISHARES TRconser alloc etf | $349,463,000 | +85992.4% | 10,290 | -10.7% | 0.08% | -21.9% |
| LPLA | New | LPL FINL HLDGS INC | $324,630,000 | – | 1,366 | +100.0% | 0.08% | – |
| AEE | New | AMEREN CORP | $309,048,000 | – | 4,130 | +100.0% | 0.07% | – |
| BSJR | New | INVESCO EXCH TRD SLF IDX FD | $304,598,000 | – | 14,230 | +100.0% | 0.07% | – |
| JEPI | New | J P MORGAN EXCHANGE TRADED Fequity premium | $293,879,000 | – | 5,487 | +100.0% | 0.07% | – |
| XOM | New | EXXON MOBIL CORP | $276,758,000 | – | 2,354 | +100.0% | 0.06% | – |
| KDP | New | KEURIG DR PEPPER INC | $272,070,000 | – | 8,618 | +100.0% | 0.06% | – |
| LAMR | New | LAMAR ADVERTISING CO NEWcl a | $262,949,000 | – | 3,150 | +100.0% | 0.06% | – |
| T | Sell | AT&T INC | $258,668,000 | +48445.4% | 17,222 | -48.4% | 0.06% | -55.5% |
| CAT | New | CATERPILLAR INC | $260,901,000 | – | 956 | +100.0% | 0.06% | – |
| PG | New | PROCTER AND GAMBLE CO | $256,130,000 | – | 1,756 | +100.0% | 0.06% | – |
| PEP | New | PEPSICO INC | $240,266,000 | – | 1,418 | +100.0% | 0.06% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $239,493,000 | – | 1,536 | +100.0% | 0.06% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $235,858,000 | – | 658 | +100.0% | 0.06% | – |
| BSCN | Sell | INVESCO EXCH TRD SLF IDX FD | $234,416,000 | +32425.3% | 11,042 | -67.6% | 0.06% | -70.4% |
| IVV | New | ISHARES TRcore s&p500 etf | $233,180,000 | – | 543 | +100.0% | 0.06% | – |
| F | Sell | FORD MTR CO DEL | $227,239,000 | +77881.3% | 18,296 | -5.0% | 0.05% | -29.3% |
| HDV | New | ISHARES TRcore high dv etf | $217,954,000 | – | 2,204 | +100.0% | 0.05% | – |
| NUHY | New | NUSHARES ETF TResg hi tld crp | $211,387,000 | – | 10,522 | +100.0% | 0.05% | – |
| FISV | New | FISERV INC | $203,893,000 | – | 1,805 | +100.0% | 0.05% | – |
| CTVA | New | CORTEVA INC | $192,669,000 | – | 3,766 | +100.0% | 0.04% | – |
| GLD | New | SPDR GOLD TR | $189,452,000 | – | 1,105 | +100.0% | 0.04% | – |
| BX | New | BLACKSTONE INC | $188,745,000 | – | 1,762 | +100.0% | 0.04% | – |
| KO | New | COCA COLA CO | $186,357,000 | – | 3,329 | +100.0% | 0.04% | – |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $181,707,000 | – | 1,759 | +100.0% | 0.04% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $177,338,000 | – | 1,345 | +100.0% | 0.04% | – |
| DOW | New | DOW INC | $178,294,000 | – | 3,458 | +100.0% | 0.04% | – |
| DEO | New | DIAGEO PLCspon adr new | $166,236,000 | – | 1,114 | +100.0% | 0.04% | – |
| IJK | New | ISHARES TRs&p mc 400gr etf | $167,308,000 | – | 2,316 | +100.0% | 0.04% | – |
| GNRC | New | GENERAC HLDGS INC | $154,287,000 | – | 1,416 | +100.0% | 0.04% | – |
| JNJ | New | JOHNSON & JOHNSON | $153,614,000 | – | 986 | +100.0% | 0.04% | – |
| New | GENERAL ELECTRIC CO | $142,673,000 | – | 1,291 | +100.0% | 0.03% | – | |
| BSCS | New | INVESCO EXCH TRD SLF IDX FDinvsco blsh 28 | $143,242,000 | – | 7,397 | +100.0% | 0.03% | – |
| NUEM | New | NUSHARES ETF TRnuveen esg emrgn | $140,592,000 | – | 5,362 | +100.0% | 0.03% | – |
| MMC | New | MARSH & MCLENNAN COS INC | $134,352,000 | – | 706 | +100.0% | 0.03% | – |
| FB | New | META PLATFORMS INCcl a | $136,295,000 | – | 454 | +100.0% | 0.03% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $131,993,000 | – | 849 | +100.0% | 0.03% | – |
| TSCO | New | TRACTOR SUPPLY CO | $133,201,000 | – | 656 | +100.0% | 0.03% | – |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $131,189,000 | – | 1,854 | +100.0% | 0.03% | – |
| GPC | New | GENUINE PARTS CO | $131,963,000 | – | 914 | +100.0% | 0.03% | – |
| IJT | New | ISHARES TRs&p sml 600 gwt | $130,519,000 | – | 1,190 | +100.0% | 0.03% | – |
| DIS | New | DISNEY WALT CO | $125,908,000 | – | 1,553 | +100.0% | 0.03% | – |
| BP | New | BP PLCsponsored adr | $126,963,000 | – | 3,279 | +100.0% | 0.03% | – |
| IDXX | New | IDEXX LABS INC | $125,059,000 | – | 286 | +100.0% | 0.03% | – |
| IWR | New | ISHARES TRrus mid cap etf | $120,703,000 | – | 1,743 | +100.0% | 0.03% | – |
| MCD | New | MCDONALDS CORP | $121,000,000 | – | 459 | +100.0% | 0.03% | – |
| ADBE | New | ADOBE INC | $119,317,000 | – | 234 | +100.0% | 0.03% | – |
| BSJO | New | INVESCO EXCH TRD SLF IDX FD | $113,386,000 | – | 5,043 | +100.0% | 0.03% | – |
| BSCQ | New | INVESCO EXCH TRD SLF IDX FD | $115,010,000 | – | 6,122 | +100.0% | 0.03% | – |
| MP | New | MP MATERIALS CORP | $115,727,000 | – | 6,059 | +100.0% | 0.03% | – |
| EES | New | WISDOMTREE TRus smallcap fund | $111,550,000 | – | 2,578 | +100.0% | 0.03% | – |
| SRE | New | SEMPRA | $104,358,000 | – | 1,534 | +100.0% | 0.02% | – |
| CB | New | CHUBB LIMITED | $100,759,000 | – | 484 | +100.0% | 0.02% | – |
| NVDA | New | NVIDIA CORPORATION | $101,356,000 | – | 233 | +100.0% | 0.02% | – |
| ANGL | New | VANECK ETF TRUSTfallen angel hg | $102,043,000 | – | 3,771 | +100.0% | 0.02% | – |
| BAC | New | BANK AMERICA CORP | $102,071,000 | – | 3,728 | +100.0% | 0.02% | – |
| IGSB | New | ISHARES TR | $102,500,000 | – | 2,057 | +100.0% | 0.02% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $103,947,000 | – | 205 | +100.0% | 0.02% | – |
| PRU | New | PRUDENTIAL FINL INC | $96,339,000 | – | 1,015 | +100.0% | 0.02% | – |
| SPMD | New | SPDR SER TRportfolio s&p400 | $96,469,000 | – | 2,203 | +100.0% | 0.02% | – |
| EFA | New | ISHARES TRmsci eafe etf | $97,729,000 | – | 1,418 | +100.0% | 0.02% | – |
| DD | New | DUPONT DE NEMOURS INC | $99,876,000 | – | 1,339 | +100.0% | 0.02% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $96,395,000 | – | 2,174 | +100.0% | 0.02% | – |
| TRV | New | TRAVELERS COMPANIES INC | $99,292,000 | – | 608 | +100.0% | 0.02% | – |
| EFX | New | EQUIFAX INC | $94,704,000 | – | 517 | +100.0% | 0.02% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $94,088,000 | – | 719 | +100.0% | 0.02% | – |
| MMM | New | 3M CO | $89,688,000 | – | 958 | +100.0% | 0.02% | – |
| PFE | New | PFIZER INC | $88,531,000 | – | 2,669 | +100.0% | 0.02% | – |
| EOG | New | EOG RES INC | $88,225,000 | – | 696 | +100.0% | 0.02% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $90,445,000 | – | 1,001 | +100.0% | 0.02% | – |
| UNP | New | UNION PAC CORP | $83,081,000 | – | 408 | +100.0% | 0.02% | – |
| KHC | New | KRAFT HEINZ CO | $85,324,000 | – | 2,536 | +100.0% | 0.02% | – |
| XPO | New | XPO INC | $86,456,000 | – | 1,158 | +100.0% | 0.02% | – |
| ORCL | New | ORACLE CORP | $78,910,000 | – | 745 | +100.0% | 0.02% | – |
| V | New | VISA INC | $82,417,000 | – | 358 | +100.0% | 0.02% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $81,788,000 | – | 1,081 | +100.0% | 0.02% | – |
| XYL | New | XYLEM INC | $78,791,000 | – | 866 | +100.0% | 0.02% | – |
| AZN | New | ASTRAZENECA PLCsponsored adr | $75,444,000 | – | 1,114 | +100.0% | 0.02% | – |
| TGT | New | TARGET CORP | $78,438,000 | – | 709 | +100.0% | 0.02% | – |
| GIS | New | GENERAL MLS INC | $74,612,000 | – | 1,166 | +100.0% | 0.02% | – |
| XEL | New | XCEL ENERGY INC | $78,506,000 | – | 1,372 | +100.0% | 0.02% | – |
| PLD | New | PROLOGIS INC. | $72,151,000 | – | 643 | +100.0% | 0.02% | – |
| MRK | New | MERCK & CO INC | $72,794,000 | – | 707 | +100.0% | 0.02% | – |
| LOW | New | LOWES COS INC | $70,666,000 | – | 340 | +100.0% | 0.02% | – |
| SPDW | New | SPDR INDEX SHS FDSportfolio devlpd | $69,648,000 | – | 2,246 | +100.0% | 0.02% | – |
| ABBV | New | ABBVIE INC | $65,139,000 | – | 437 | +100.0% | 0.02% | – |
| NVO | New | NOVO-NORDISK A Sadr | $62,930,000 | – | 692 | +100.0% | 0.02% | – |
| ARKK | New | ARK ETF TRinnovation etf | $65,046,000 | – | 1,640 | +100.0% | 0.02% | – |
| New | PHILLIPS EDISON & CO INC | $64,263,000 | – | 1,916 | +100.0% | 0.02% | – | |
| SCHW | New | SCHWAB CHARLES CORP | $65,240,000 | – | 1,188 | +100.0% | 0.02% | – |
| DGRO | New | ISHARES TRcore div grwth | $64,887,000 | – | 1,310 | +100.0% | 0.02% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $65,769,000 | – | 2,029 | +100.0% | 0.02% | – |
| BLK | New | BLACKROCK INC | $64,649,000 | – | 100 | +100.0% | 0.02% | – |
| MGPI | New | MGP INGREDIENTS INC NEW | $61,284,000 | – | 581 | +100.0% | 0.01% | – |
| BA | New | BOEING CO | $60,763,000 | – | 317 | +100.0% | 0.01% | – |
| JPM | New | JPMORGAN CHASE & CO | $58,031,000 | – | 400 | +100.0% | 0.01% | – |
| NSC | New | NORFOLK SOUTHN CORP | $55,622,000 | – | 282 | +100.0% | 0.01% | – |
| IJS | New | ISHARES TRsp smcp600vl etf | $54,886,000 | – | 615 | +100.0% | 0.01% | – |
| AMGN | New | AMGEN INC | $53,752,000 | – | 200 | +100.0% | 0.01% | – |
| CSCO | New | CISCO SYS INC | $55,427,000 | – | 1,031 | +100.0% | 0.01% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $55,900,000 | – | 341 | +100.0% | 0.01% | – |
| NUSC | New | NUSHARES ETF TRnuveen esg smlcp | $55,399,000 | – | 1,591 | +100.0% | 0.01% | – |
| DIA | New | SPDR DOW JONES INDL AVERAGEut ser 1 | $49,908,000 | – | 149 | +100.0% | 0.01% | – |
| AGG | New | ISHARES TRcore us aggbd et | $49,841,000 | – | 530 | +100.0% | 0.01% | – |
| AIT | New | APPLIED INDL TECHNOLOGIES IN | $52,104,000 | – | 337 | +100.0% | 0.01% | – |
| LNT | New | ALLIANT ENERGY CORP | $52,704,000 | – | 1,088 | +100.0% | 0.01% | – |
| SLV | New | ISHARES SILVER TRishares | $52,253,000 | – | 2,569 | +100.0% | 0.01% | – |
| AGZ | New | ISHARES TRagency bond etf | $52,689,000 | – | 498 | +100.0% | 0.01% | – |
| IDEV | New | ISHARES TRcore msci intl | $50,762,000 | – | 871 | +100.0% | 0.01% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $47,204,000 | – | 686 | +100.0% | 0.01% | – |
| HYG | New | ISHARES TRiboxx hi yd etf | $48,213,000 | – | 654 | +100.0% | 0.01% | – |
| CHE | New | CHEMED CORP NEW | $48,332,000 | – | 93 | +100.0% | 0.01% | – |
| ABT | New | ABBOTT LABS | $45,616,000 | – | 471 | +100.0% | 0.01% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $45,092,000 | – | 650 | +100.0% | 0.01% | – |
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $45,257,000 | – | 211 | +100.0% | 0.01% | – |
| PSA | New | PUBLIC STORAGE | $48,367,000 | – | 184 | +100.0% | 0.01% | – |
| DUK | New | DUKE ENERGY CORP NEW | $44,748,000 | – | 507 | +100.0% | 0.01% | – |
| SUSC | New | ISHARES TResg awre usd etf | $41,670,000 | – | 1,915 | +100.0% | 0.01% | – |
| CVX | New | CHEVRON CORP NEW | $43,227,000 | – | 256 | +100.0% | 0.01% | – |
| ETN | New | EATON CORP PLC | $42,656,000 | – | 200 | +100.0% | 0.01% | – |
| BSCP | New | INVESCO EXCH TRD SLF IDX FD | $44,141,000 | – | 2,195 | +100.0% | 0.01% | – |
| SCHG | New | SCHWAB STRATEGIC TRus lcap gr etf | $43,850,000 | – | 603 | +100.0% | 0.01% | – |
| SPYG | New | SPDR SER TRprtflo s&p500 gw | $41,391,000 | – | 698 | +100.0% | 0.01% | – |
| FLQS | New | FRANKLIN TEMPLETON ETF TRus sml cp mltfct | $44,566,000 | – | 1,299 | +100.0% | 0.01% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $39,346,000 | – | 678 | +100.0% | 0.01% | – |
| FIW | New | FIRST TR EXCHANGE TRADED FDwtr etf | $37,238,000 | – | 450 | +100.0% | 0.01% | – |
| ILCG | New | ISHARES TRmorningstar grwt | $36,685,000 | – | 615 | +100.0% | 0.01% | – |
| FTSD | New | FRANKLIN ETF TRshrt dur us govt | $36,428,000 | – | 408 | +100.0% | 0.01% | – |
| SLF | New | SUN LIFE FINANCIAL INC. | $39,626,000 | – | 812 | +100.0% | 0.01% | – |
| TDTT | New | FLEXSHARES TRiboxx 3r targt | $36,547,000 | – | 1,576 | +100.0% | 0.01% | – |
| KNG | New | FIRST TR EXCHANGE-TRADED FDft cboe vest s&p | $37,627,000 | – | 762 | +100.0% | 0.01% | – |
| PM | New | PHILIP MORRIS INTL INC | $37,314,000 | – | 403 | +100.0% | 0.01% | – |
| ICLN | New | ISHARES TRgl clean ene etf | $38,290,000 | – | 2,619 | +100.0% | 0.01% | – |
| NEE | New | NEXTERA ENERGY INC | $38,098,000 | – | 665 | +100.0% | 0.01% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $39,989,000 | – | 311 | +100.0% | 0.01% | – |
| KMB | New | KIMBERLY-CLARK CORP | $36,642,000 | – | 303 | +100.0% | 0.01% | – |
| YUM | New | YUM BRANDS INC | $39,981,000 | – | 320 | +100.0% | 0.01% | – |
| SRC | New | SPIRIT RLTY CAP INC NEW | $33,889,000 | – | 1,011 | +100.0% | 0.01% | – |
| JETS | New | ETF SER SOLUTIONSus glb jets | $35,031,000 | – | 2,057 | +100.0% | 0.01% | – |
| New | HEALTHCARE RLTY TR | $34,174,000 | – | 2,238 | +100.0% | 0.01% | – | |
| LLY | New | ELI LILLY & CO | $35,540,000 | – | 66 | +100.0% | 0.01% | – |
| PZA | New | INVESCO EXCH TRADED FD TR IInatl amt muni | $36,102,000 | – | 1,629 | +100.0% | 0.01% | – |
| RTX | New | RTX CORPORATION | $34,690,000 | – | 482 | +100.0% | 0.01% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $36,101,000 | – | 204 | +100.0% | 0.01% | – |
| JOUT | New | JOHNSON OUTDOORS INCcl a | $27,765,000 | – | 508 | +100.0% | 0.01% | – |
| COWZ | New | PACER FDS TRus cash cows 100 | $31,141,000 | – | 630 | +100.0% | 0.01% | – |
| CALF | New | PACER FDS TRpacer us small | $31,358,000 | – | 752 | +100.0% | 0.01% | – |
| PTC | New | PTC INC | $28,336,000 | – | 200 | +100.0% | 0.01% | – |
| CC | New | CHEMOURS CO | $28,807,000 | – | 1,027 | +100.0% | 0.01% | – |
| NAD | New | NUVEEN QUALITY MUNCP INCOME | $29,832,000 | – | 2,942 | +100.0% | 0.01% | – |
| INTC | New | INTEL CORP | $30,047,000 | – | 845 | +100.0% | 0.01% | – |
| SECT | New | NORTHERN LTS FD TR IVmain sectr rotn | $27,726,000 | – | 659 | +100.0% | 0.01% | – |
| QCOM | New | QUALCOMM INC | $28,653,000 | – | 258 | +100.0% | 0.01% | – |
| USB | New | US BANCORP DEL | $29,523,000 | – | 893 | +100.0% | 0.01% | – |
| MKC | New | MCCORMICK & CO INC | $28,592,000 | – | 378 | +100.0% | 0.01% | – |
| DBB | New | INVESCO DB MULTI-SECTOR COMMbase metals fd | $29,526,000 | – | 1,541 | +100.0% | 0.01% | – |
| ENTG | New | ENTEGRIS INC | $30,427,000 | – | 324 | +100.0% | 0.01% | – |
| ADM | New | ARCHER DANIELS MIDLAND CO | $29,640,000 | – | 393 | +100.0% | 0.01% | – |
| MO | New | ALTRIA GROUP INC | $30,477,000 | – | 725 | +100.0% | 0.01% | – |
| SUB | New | ISHARES TRshrt nat mun etf | $30,241,000 | – | 294 | +100.0% | 0.01% | – |
| ARW | New | ARROW ELECTRS INC | $25,048,000 | – | 200 | +100.0% | 0.01% | – |
| ARES | New | ARES MANAGEMENT CORPORATION | $27,158,000 | – | 264 | +100.0% | 0.01% | – |
| ERIE | New | ERIE INDTY COcl a | $26,441,000 | – | 90 | +100.0% | 0.01% | – |
| IEMG | New | ISHARES INCcore msci emkt | $26,818,000 | – | 564 | +100.0% | 0.01% | – |
| AGCO | New | AGCO CORP | $26,751,000 | – | 226 | +100.0% | 0.01% | – |
| New | GE HEALTHCARE TECHNOLOGIES I | $25,924,000 | – | 381 | +100.0% | 0.01% | – | |
| D | New | DOMINION ENERGY INC | $24,166,000 | – | 541 | +100.0% | 0.01% | – |
| CIBR | New | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $24,032,000 | – | 529 | +100.0% | 0.01% | – |
| IEO | New | ISHARES TRus oil gs ex etf | $27,113,000 | – | 278 | +100.0% | 0.01% | – |
| BLOK | New | AMPLIFY ETF TRblockchain ldr | $27,125,000 | – | 1,361 | +100.0% | 0.01% | – |
| PIO | New | INVESCO EXCH TRADED FD TR IIglobal water | $26,382,000 | – | 781 | +100.0% | 0.01% | – |
| MCK | New | MCKESSON CORP | $27,396,000 | – | 63 | +100.0% | 0.01% | – |
| WW | New | WW INTL INC | $27,509,000 | – | 2,485 | +100.0% | 0.01% | – |
| SPG | New | SIMON PPTY GROUP INC NEW | $23,700,000 | – | 219 | +100.0% | 0.01% | – |
| New | J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $26,750,000 | – | 570 | +100.0% | 0.01% | – | |
| UBER | New | UBER TECHNOLOGIES INC | $24,145,000 | – | 525 | +100.0% | 0.01% | – |
| DRIV | New | GLOBAL X FDSautonmous ev etf | $23,866,000 | – | 1,016 | +100.0% | 0.01% | – |
| New | EA SERIES TRUSTstrive us energy | $23,402,000 | – | 778 | +100.0% | 0.01% | – | |
| NTR | New | NUTRIEN LTD | $27,545,000 | – | 446 | +100.0% | 0.01% | – |
| New | SHELL PLCspon ads | $23,821,000 | – | 370 | +100.0% | 0.01% | – | |
| FDX | New | FEDEX CORP | $23,843,000 | – | 90 | +100.0% | 0.01% | – |
| SJNK | New | SPDR SER TRbloomberg sht te | $25,169,000 | – | 1,029 | +100.0% | 0.01% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $20,667,000 | – | 201 | +100.0% | 0.01% | – |
| COST | New | COSTCO WHSL CORP NEW | $22,108,000 | – | 39 | +100.0% | 0.01% | – |
| New | RIVIAN AUTOMOTIVE INC | $22,168,000 | – | 913 | +100.0% | 0.01% | – | |
| TM | New | TOYOTA MOTOR CORPads | $21,733,000 | – | 121 | +100.0% | 0.01% | – |
| MET | New | METLIFE INC | $22,270,000 | – | 354 | +100.0% | 0.01% | – |
| ILCV | New | ISHARES TRmorningstar valu | $21,115,000 | – | 326 | +100.0% | 0.01% | – |
| FLQM | New | FRANKLIN TEMPLETON ETF TRus mid cp mltfct | $19,805,000 | – | 461 | +100.0% | 0.01% | – |
| FYX | New | FIRST TR SML CP CORE ALPHA F | $21,133,000 | – | 262 | +100.0% | 0.01% | – |
| FNX | New | FIRST TR MID CAP CORE ALPHAD | $22,657,000 | – | 246 | +100.0% | 0.01% | – |
| FTA | New | FIRST TR LRG CP VL ALPHADEX | $20,730,000 | – | 320 | +100.0% | 0.01% | – |
| MS | New | MORGAN STANLEY | $19,927,000 | – | 244 | +100.0% | 0.01% | – |
| FV | New | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $20,998,000 | – | 474 | +100.0% | 0.01% | – |
| DHR | New | DANAHER CORPORATION | $22,081,000 | – | 89 | +100.0% | 0.01% | – |
| AEL | New | AMERICAN EQTY INVT LIFE HLD | $21,583,000 | – | 402 | +100.0% | 0.01% | – |
| ACHC | New | ACADIA HEALTHCARE COMPANY IN | $21,093,000 | – | 300 | +100.0% | 0.01% | – |
| XLF | New | SELECT SECTOR SPDR TRfinancial | $19,684,000 | – | 593 | +100.0% | 0.01% | – |
| EEM | New | ISHARES TRmsci emg mkt etf | $19,886,000 | – | 524 | +100.0% | 0.01% | – |
| FIS | New | FIDELITY NATL INFORMATION SV | $16,581,000 | – | 300 | +100.0% | 0.00% | – |
| PPLT | New | ABRDN PLATINUM ETF TRUST | $17,644,000 | – | 211 | +100.0% | 0.00% | – |
| SIVR | New | ABRDN SILVER ETF TRUST | $15,647,000 | – | 736 | +100.0% | 0.00% | – |
| QGRO | New | AMERICAN CENTY ETF TRus quality grow | $15,163,000 | – | 225 | +100.0% | 0.00% | – |
| AMAT | New | APPLIED MATLS INC | $16,752,000 | – | 121 | +100.0% | 0.00% | – |
| CVS | New | CVS HEALTH CORP | $18,293,000 | – | 262 | +100.0% | 0.00% | – |
| COP | New | CONOCOPHILLIPS | $17,491,000 | – | 146 | +100.0% | 0.00% | – |
| STZ | New | CONSTELLATION BRANDS INCcl a | $15,331,000 | – | 61 | +100.0% | 0.00% | – |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $16,236,000 | – | 97 | +100.0% | 0.00% | – |
| CMI | New | CUMMINS INC | $16,439,000 | – | 72 | +100.0% | 0.00% | – |
| DGICA | New | DONEGAL GROUP INCcl a | $17,377,000 | – | 1,219 | +100.0% | 0.00% | – |
| EXC | New | EXELON CORP | $15,343,000 | – | 406 | +100.0% | 0.00% | – |
| FRI | New | FIRST TR S&P REIT INDEX FD | $18,280,000 | – | 800 | +100.0% | 0.00% | – |
| FTC | New | FIRST TRUST LRGCP GWT ALPHAD | $18,481,000 | – | 191 | +100.0% | 0.00% | – |
| HOG | New | HARLEY DAVIDSON INC | $15,892,000 | – | 481 | +100.0% | 0.00% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $16,698,000 | – | 119 | +100.0% | 0.00% | – |
| DBC | New | INVESCO DB COMMDY INDX TRCKunit | $18,445,000 | – | 739 | +100.0% | 0.00% | – |
| SOXX | New | ISHARES TRishares semicdtr | $16,578,000 | – | 35 | +100.0% | 0.00% | – |
| IYF | New | ISHARES TRu.s. finls etf | $15,213,000 | – | 203 | +100.0% | 0.00% | – |
| NKE | New | NIKE INCcl b | $16,160,000 | – | 169 | +100.0% | 0.00% | – |
| NVS | New | NOVARTIS AGsponsored adr | $16,399,000 | – | 161 | +100.0% | 0.00% | – |
| DIAX | New | NUVEEN DOW 30 DYNMC OVERWRT | $17,755,000 | – | 1,296 | +100.0% | 0.00% | – |
| PNC | New | PNC FINL SVCS GROUP INC | $16,942,000 | – | 138 | +100.0% | 0.00% | – |
| PPG | New | PPG INDS INC | $17,393,000 | – | 134 | +100.0% | 0.00% | – |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $17,862,000 | – | 358 | +100.0% | 0.00% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $15,293,000 | – | 95 | +100.0% | 0.00% | – |
| LUV | New | SOUTHWEST AIRLS CO | $18,575,000 | – | 686 | +100.0% | 0.00% | – |
| SBUX | New | STARBUCKS CORP | $16,064,000 | – | 176 | +100.0% | 0.00% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $17,142,000 | – | 34 | +100.0% | 0.00% | – |
| VSTO | New | VISTA OUTDOOR INC | $17,587,000 | – | 531 | +100.0% | 0.00% | – |
| YETI | New | YETI HLDGS INC | $16,829,000 | – | 349 | +100.0% | 0.00% | – |
| TT | New | TRANE TECHNOLOGIES PLC | $15,218,000 | – | 75 | +100.0% | 0.00% | – |
| New | GLOBAL X FDSsuperdividend | $13,584,000 | – | 620 | +100.0% | 0.00% | – | |
| EA | New | ELECTRONIC ARTS INC | $12,101,000 | – | 101 | +100.0% | 0.00% | – |
| WGO | New | WINNEBAGO INDS INC | $12,187,000 | – | 205 | +100.0% | 0.00% | – |
| GDX | New | VANECK ETF TRUSTgold miners etf | $14,478,000 | – | 538 | +100.0% | 0.00% | – |
| DBA | New | INVESCO DB MULTI-SECTOR COMMagriculture fd | $12,268,000 | – | 573 | +100.0% | 0.00% | – |
| ONTO | New | ONTO INNOVATION INC | $13,900,000 | – | 109 | +100.0% | 0.00% | – |
| New | EA SERIES TRUSTstrive 1000 grwt | $14,870,000 | – | 495 | +100.0% | 0.00% | – | |
| New | NIOCORP DEVS LTD | $14,044,000 | – | 3,869 | +100.0% | 0.00% | – | |
| GTO | New | INVESCO ACTIVELY MANAGED ETFtotal return | $12,839,000 | – | 288 | +100.0% | 0.00% | – |
| PALL | New | ABRDN PALLADIUM ETF TRUSTphysical palladm | $13,004,000 | – | 113 | +100.0% | 0.00% | – |
| New | EA SERIES TRUSTstrive emerging | $12,298,000 | – | 492 | +100.0% | 0.00% | – | |
| RCL | New | ROYAL CARIBBEAN GROUP | $14,097,000 | – | 153 | +100.0% | 0.00% | – |
| YUMC | New | YUM CHINA HLDGS INC | $13,373,000 | – | 240 | +100.0% | 0.00% | – |
| EMLP | New | FIRST TR EXCHANGE-TRADED FDno amer energy | $12,636,000 | – | 478 | +100.0% | 0.00% | – |
| CLXPF | New | CYBIN INC | $12,045,000 | – | 22,666 | +100.0% | 0.00% | – |
| PYPL | New | PAYPAL HLDGS INC | $14,615,000 | – | 250 | +100.0% | 0.00% | – |
| ILMN | New | ILLUMINA INC | $13,728,000 | – | 100 | +100.0% | 0.00% | – |
| ITW | New | ILLINOIS TOOL WKS INC | $14,279,000 | – | 62 | +100.0% | 0.00% | – |
| CHKP | New | CHECK POINT SOFTWARE TECH LTord | $13,994,000 | – | 105 | +100.0% | 0.00% | – |
| SWBI | New | SMITH & WESSON BRANDS INC | $10,934,000 | – | 847 | +100.0% | 0.00% | – |
| REGN | New | REGENERON PHARMACEUTICALS | $13,167,000 | – | 16 | +100.0% | 0.00% | – |
| CNSL | New | CONSOLIDATED COMM HLDGS INC | $10,698,000 | – | 3,128 | +100.0% | 0.00% | – |
| New | CONSTELLATION ENERGY CORP | $14,726,000 | – | 135 | +100.0% | 0.00% | – | |
| IHF | New | ISHARES TRus hlthcr pr etf | $13,043,000 | – | 53 | +100.0% | 0.00% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $10,906,000 | – | 41 | +100.0% | 0.00% | – |
| TLH | Sell | ISHARES TR10-20 yr trs etf | $11,915,000 | +622.9% | 121 | -99.2% | 0.00% | -99.3% |
| CCL | New | CARNIVAL CORP | $6,778,000 | – | 494 | +100.0% | 0.00% | – |
| ICE | New | INTERCONTINENTAL EXCHANGE IN | $10,452,000 | – | 95 | +100.0% | 0.00% | – |
| CRS | New | CARPENTER TECHNOLOGY CORP | $6,721,000 | – | 100 | +100.0% | 0.00% | – |
| ATLO | New | AMES NATL CORP | $8,295,000 | – | 500 | +100.0% | 0.00% | – |
| CINF | New | CINCINNATI FINL CORP | $10,229,000 | – | 100 | +100.0% | 0.00% | – |
| CPI | New | INDEXIQ ETF TRiq real rtn etf | $9,626,000 | – | 383 | +100.0% | 0.00% | – |
| C | New | CITIGROUP INC | $10,076,000 | – | 245 | +100.0% | 0.00% | – |
| NOW | New | SERVICENOW INC | $9,502,000 | – | 17 | +100.0% | 0.00% | – |
| BAX | New | BAXTER INTL INC | $8,190,000 | – | 217 | +100.0% | 0.00% | – |
| GOLD | New | BARRICK GOLD CORP | $8,714,000 | – | 599 | +100.0% | 0.00% | – |
| KMI | New | KINDER MORGAN INC DEL | $7,610,000 | – | 459 | +100.0% | 0.00% | – |
| IAK | New | ISHARES TRu.s. insrnce etf | $6,416,000 | – | 70 | +100.0% | 0.00% | – |
| XLB | New | SELECT SECTOR SPDR TRsbi materials | $7,855,000 | – | 100 | +100.0% | 0.00% | – |
| HE | New | HAWAIIAN ELEC INDUSTRIES | $7,878,000 | – | 640 | +100.0% | 0.00% | – |
| HAL | New | HALLIBURTON CO | $8,667,000 | – | 214 | +100.0% | 0.00% | – |
| SCHZ | New | SCHWAB STRATEGIC TRus aggregate b | $8,404,000 | – | 190 | +100.0% | 0.00% | – |
| VHT | New | VANGUARD WORLD FDShealth car etf | $7,288,000 | – | 31 | +100.0% | 0.00% | – |
| IBB | New | ISHARES TRishares biotech | $10,517,000 | – | 86 | +100.0% | 0.00% | – |
| PBE | New | INVESCO EXCHANGE TRADED FD Tbiotechnology | $9,126,000 | – | 160 | +100.0% | 0.00% | – |
| PBW | New | INVESCO EXCHANGE TRADED FD Twilderhil clan | $6,852,000 | – | 218 | +100.0% | 0.00% | – |
| SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $8,694,000 | – | 256 | +100.0% | 0.00% | – |
| MVIS | New | MICROVISION INC DEL | $8,410,000 | – | 3,840 | +100.0% | 0.00% | – |
| New | EA SERIES TRUSTstrive sml cap | $8,618,000 | – | 342 | +100.0% | 0.00% | – | |
| SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $6,962,000 | – | 108 | +100.0% | 0.00% | – |
| AI | New | C3 AI INCcl a | $6,380,000 | – | 250 | +100.0% | 0.00% | – |
| CRSP | New | CRISPR THERAPEUTICS AGnamen akt | $8,352,000 | – | 184 | +100.0% | 0.00% | – |
| SLB | New | SCHLUMBERGER LTD | $10,377,000 | – | 178 | +100.0% | 0.00% | – |
| KMPH | New | ZEVRA THERAPEUTICS INC | $7,384,000 | – | 1,532 | +100.0% | 0.00% | – |
| DG | New | DOLLAR GEN CORP NEW | $7,406,000 | – | 70 | +100.0% | 0.00% | – |
| EH | New | EHANG HLDGS LTDads | $9,010,000 | – | 500 | +100.0% | 0.00% | – |
| EBAY | New | EBAY INC. | $8,818,000 | – | 200 | +100.0% | 0.00% | – |
| CME | New | CME GROUP INC | $7,008,000 | – | 35 | +100.0% | 0.00% | – |
| GII | New | SPDR INDEX SHS FDSs&p gblinf etf | $7,537,000 | – | 153 | +100.0% | 0.00% | – |
| FITB | New | FIFTH THIRD BANCORP | $7,599,000 | – | 300 | +100.0% | 0.00% | – |
| VFC | New | V F CORP | $8,323,000 | – | 471 | +100.0% | 0.00% | – |
| OLN | New | OLIN CORP | $4,398,000 | – | 88 | +100.0% | 0.00% | – |
| KTB | New | KONTOOR BRANDS INC | $2,283,000 | – | 52 | +100.0% | 0.00% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $4,555,000 | – | 30 | +100.0% | 0.00% | – |
| USA | New | LIBERTY ALL STAR EQUITY FDsh ben int | $4,351,000 | – | 735 | +100.0% | 0.00% | – |
| New | LUCID GROUP INC | $2,236,000 | – | 400 | +100.0% | 0.00% | – | |
| LULU | New | LULULEMON ATHLETICA INC | $2,314,000 | – | 6 | +100.0% | 0.00% | – |
| IGE | New | ISHARES TRnorth amern nat | $5,448,000 | – | 131 | +100.0% | 0.00% | – |
| IONS | New | IONIS PHARMACEUTICALS INC | $4,536,000 | – | 100 | +100.0% | 0.00% | – |
| DBP | New | INVESCO DB MULTI-SECTOR COMMprecious metal | $4,321,000 | – | 91 | +100.0% | 0.00% | – |
| TAN | New | INVESCO EXCH TRADED FD TR IIsolar etf | $4,661,000 | – | 90 | +100.0% | 0.00% | – |
| MPW | New | MEDICAL PPTYS TRUST INC | $5,450,000 | – | 1,000 | +100.0% | 0.00% | – |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $6,034,000 | – | 43 | +100.0% | 0.00% | – |
| New | INVENTRUST PPTYS CORP | $3,238,000 | – | 136 | +100.0% | 0.00% | – | |
| MOS | New | MOSAIC CO NEW | $3,560,000 | – | 100 | +100.0% | 0.00% | – |
| NPK | New | NATIONAL PRESTO INDS INC | $4,577,000 | – | 63 | +100.0% | 0.00% | – |
| MDT | New | MEDTRONIC PLC | $3,918,000 | – | 50 | +100.0% | 0.00% | – |
| New | JOBY AVIATION INC | $3,231,000 | – | 501 | +100.0% | 0.00% | – | |
| NUE | New | NUCOR CORP | $2,404,000 | – | 15 | +100.0% | 0.00% | – |
| HI | New | HILLENBRAND INC | $4,231,000 | – | 100 | +100.0% | 0.00% | – |
| HTGC | New | HERCULES CAPITAL INC | $3,284,000 | – | 200 | +100.0% | 0.00% | – |
| OXY | New | OCCIDENTAL PETE CORP | $4,152,000 | – | 64 | +100.0% | 0.00% | – |
| ORI | New | OLD REP INTL CORP | $6,246,000 | – | 232 | +100.0% | 0.00% | – |
| IJJ | New | ISHARES TRs&p mc 400vl etf | $5,049,000 | – | 50 | +100.0% | 0.00% | – |
| HEI | New | HEICO CORP NEW | $4,534,000 | – | 28 | +100.0% | 0.00% | – |
| OTIS | New | OTIS WORLDWIDE CORP | $3,935,000 | – | 49 | +100.0% | 0.00% | – |
| PEAK | New | HEALTHPEAK PROPERTIES INC | $3,470,000 | – | 189 | +100.0% | 0.00% | – |
| PANW | New | PALO ALTO NETWORKS INC | $2,813,000 | – | 12 | +100.0% | 0.00% | – |
| HPQ | New | HP INC | $3,290,000 | – | 128 | +100.0% | 0.00% | – |
| LIT | New | GLOBAL X FDSlithium btry etf | $5,738,000 | – | 104 | +100.0% | 0.00% | – |
| COPX | New | GLOBAL X FDSglobal x copper | $2,767,000 | – | 76 | +100.0% | 0.00% | – |
| PSX | New | PHILLIPS 66 | $4,325,000 | – | 36 | +100.0% | 0.00% | – |
| PDM | New | PIEDMONT OFFICE REALTY TR IN | $6,317,000 | – | 1,124 | +100.0% | 0.00% | – |
| PINS | New | PINTEREST INCcl a | $4,055,000 | – | 150 | +100.0% | 0.00% | – |
| PPSI | New | PIONEER PWR SOLUTIONS INC | $3,130,000 | – | 500 | +100.0% | 0.00% | – |
| SQFT | New | PRESIDIO PPTY TR INC | $3,962,000 | – | 4,977 | +100.0% | 0.00% | – |
| GILD | New | GILEAD SCIENCES INC | $4,721,000 | – | 63 | +100.0% | 0.00% | – |
| FCNCA | New | FIRST CTZNS BANCSHARES INC Ncl a | $4,140,000 | – | 3 | +100.0% | 0.00% | – |
| FSK | New | FS KKR CAP CORP | $5,769,000 | – | 293 | +100.0% | 0.00% | – |
| MJ | New | ETF MANAGERS TRetfmg altr hrvst | $4,595,000 | – | 1,259 | +100.0% | 0.00% | – |
| XBI | New | SPDR SER TRs&p biotech | $3,286,000 | – | 45 | +100.0% | 0.00% | – |
| BIL | New | SPDR SER TRbloomberg 1-3 mo | $5,785,000 | – | 63 | +100.0% | 0.00% | – |
| DXCM | New | DEXCOM INC | $3,732,000 | – | 40 | +100.0% | 0.00% | – |
| DVN | New | DEVON ENERGY CORP NEW | $3,387,000 | – | 71 | +100.0% | 0.00% | – |
| DAL | New | DELTA AIR LINES INC DEL | $2,889,000 | – | 78 | +100.0% | 0.00% | – |
| CRK | New | COMSTOCK RES INC | $2,250,000 | – | 204 | +100.0% | 0.00% | – |
| SENS | New | SENSEONICS HLDGS INC | $3,361,000 | – | 5,565 | +100.0% | 0.00% | – |
| SHW | New | SHERWIN WILLIAMS CO | $2,295,000 | – | 9 | +100.0% | 0.00% | – |
| CCU | New | COMPANIA CERVECERIAS UNIDASsponsored adr | $6,300,000 | – | 500 | +100.0% | 0.00% | – |
| SEDG | New | SOLAREDGE TECHNOLOGIES INC | $5,698,000 | – | 44 | +100.0% | 0.00% | – |
| RIG | New | TRANSOCEAN LTD | $4,130,000 | – | 503 | +100.0% | 0.00% | – |
| CLFD | New | CLEARFIELD INC | $2,207,000 | – | 77 | +100.0% | 0.00% | – |
| STLD | New | STEEL DYNAMICS INC | $2,857,000 | – | 27 | +100.0% | 0.00% | – |
| RGR | New | STURM RUGER & CO INC | $3,824,000 | – | 73 | +100.0% | 0.00% | – |
| CLNE | New | CLEAN ENERGY FUELS CORP | $2,930,000 | – | 765 | +100.0% | 0.00% | – |
| TJX | New | TJX COS INC NEW | $2,578,000 | – | 29 | +100.0% | 0.00% | – |
| TMUS | New | T-MOBILE US INC | $3,361,000 | – | 24 | +100.0% | 0.00% | – |
| ODP | New | THE ODP CORP | $3,092,000 | – | 67 | +100.0% | 0.00% | – |
| DDD | New | 3-D SYS CORP DEL | $6,231,000 | – | 1,269 | +100.0% | 0.00% | – |
| CHWY | New | CHEWY INCcl a | $3,707,000 | – | 203 | +100.0% | 0.00% | – |
| CARR | New | CARRIER GLOBAL CORPORATION | $5,465,000 | – | 99 | +100.0% | 0.00% | – |
| USLM | New | UNITED STS LIME & MINERALS I | $4,221,000 | – | 21 | +100.0% | 0.00% | – |
| UVV | New | UNIVERSAL CORP VA | $3,495,000 | – | 74 | +100.0% | 0.00% | – |
| CSX | New | CSX CORP | $3,106,000 | – | 101 | +100.0% | 0.00% | – |
| AVGO | New | BROADCOM INC | $4,153,000 | – | 5 | +100.0% | 0.00% | – |
| BDX | New | BECTON DICKINSON & CO | $5,171,000 | – | 20 | +100.0% | 0.00% | – |
| VTR | New | VENTAS INC | $2,233,000 | – | 53 | +100.0% | 0.00% | – |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $3,828,000 | – | 24 | +100.0% | 0.00% | – |
| ARCC | New | ARES CAPITAL CORP | $2,865,000 | – | 147 | +100.0% | 0.00% | – |
| New | ANNALY CAPITAL MANAGEMENT IN | $4,703,000 | – | 250 | +100.0% | 0.00% | – | |
| AOUT | New | AMERICAN OUTDOOR BRANDS INC | $2,279,000 | – | 233 | +100.0% | 0.00% | – |
| VIAC | New | PARAMOUNT GLOBAL | $6,063,000 | – | 470 | +100.0% | 0.00% | – |
| SSYS | New | STRATASYS LTD | $5,444,000 | – | 400 | +100.0% | 0.00% | – |
| VOD | New | VODAFONE GROUP PLC NEWsponsored adr | $2,730,000 | – | 288 | +100.0% | 0.00% | – |
| WBA | New | WALGREENS BOOTS ALLIANCE INC | $2,224,000 | – | 100 | +100.0% | 0.00% | – |
| New | EA SERIES TRUSTstrive 500 etf | $3,617,000 | – | 132 | +100.0% | 0.00% | – | |
| EMD | New | WESTERN ASSET EMERGING MKTS | $3,195,000 | – | 385 | +100.0% | 0.00% | – |
| WDC | New | WESTERN DIGITAL CORP. | $4,563,000 | – | 100 | +100.0% | 0.00% | – |
| WRK | New | WESTROCK CO | $4,795,000 | – | 134 | +100.0% | 0.00% | – |
| WY | New | WEYERHAEUSER CO MTN BE | $2,790,000 | – | 91 | +100.0% | 0.00% | – |
| WHR | New | WHIRLPOOL CORP | $2,139,000 | – | 16 | +100.0% | 0.00% | – |
| ALLY | New | ALLY FINL INC | $2,708,000 | – | 101 | +100.0% | 0.00% | – |
| ALE | New | ALLETE INC | $5,544,000 | – | 105 | +100.0% | 0.00% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $4,337,000 | – | 50 | +100.0% | 0.00% | – |
| AEHR | New | AEHR TEST SYS | $4,387,000 | – | 96 | +100.0% | 0.00% | – |
| BBU | New | BROOKFIELD BUSINESS PARTNERSunit ltd l p | $2,142,000 | – | 141 | +100.0% | 0.00% | – |
| CPRI | New | CAPRI HOLDINGS LIMITED | $5,261,000 | – | 100 | +100.0% | 0.00% | – |
| ARKG | New | ARK ETF TRgenomic rev etf | $2,647,000 | – | 95 | +100.0% | 0.00% | – |
| HLF | New | HERBALIFE LTD | $5,596,000 | – | 400 | +100.0% | 0.00% | – |
| FALN | Sell | ISHARES TRfaln angls usd | $4,315,000 | +654.9% | 174 | -99.2% | 0.00% | -99.3% |
| IRBO | New | ISHARES TRrobotics artif | $6,108,000 | – | 200 | +100.0% | 0.00% | – |
| FIBR | New | ISHARES TRu.s. fixed incme | $3,139,000 | – | 38 | +100.0% | 0.00% | – |
| PFF | New | ISHARES TRpfd and incm sec | $2,744,000 | – | 91 | +100.0% | 0.00% | – |
| BBJP | New | J P MORGAN EXCHANGE TRADED Fbetabuldrs japan | $2,160,000 | – | 43 | +100.0% | 0.00% | – |
| JPIB | New | J P MORGAN EXCHANGE TRADED Fintl bd opp etf | $2,684,000 | – | 59 | +100.0% | 0.00% | – |
| IYE | New | ISHARES TRu.s. energy etf | $5,015,000 | – | 106 | +100.0% | 0.00% | – |
| INFN | New | INFINERA CORP | $920,000 | – | 220 | +100.0% | 0.00% | – |
| TGTX | New | TG THERAPEUTICS INC | $1,672,000 | – | 200 | +100.0% | 0.00% | – |
| WAB | New | WABTEC | $745,000 | – | 7 | +100.0% | 0.00% | – |
| New | THERAPEUTICSMD INC | $302,000 | – | 100 | +100.0% | 0.00% | – | |
| CHD | New | CHURCH & DWIGHT CO INC | $1,310,000 | – | 14 | +100.0% | 0.00% | – |
| META | New | LISTED FD TRroundhill ball | $1,460,000 | – | 154 | +100.0% | 0.00% | – |
| BBEU | New | J P MORGAN EXCHANGE TRADED Fbetabuilders eur | $1,728,000 | – | 34 | +100.0% | 0.00% | – |
| CHPT | New | CHARGEPOINT HOLDINGS INC | $601,000 | – | 121 | +100.0% | 0.00% | – |
| New | WARNER BROS DISCOVERY INC | $1,336,000 | – | 123 | +100.0% | 0.00% | – | |
| NGVT | New | INGEVITY CORP | $1,000,000 | – | 21 | +100.0% | 0.00% | – |
| ME | New | 23ANDME HOLDING CO | $1,374,000 | – | 1,405 | +100.0% | 0.00% | – |
| INTU | New | INTUIT | $2,044,000 | – | 4 | +100.0% | 0.00% | – |
| CPE | New | CALLON PETE CO DEL | $665,000 | – | 17 | +100.0% | 0.00% | – |
| UAA | New | UNDER ARMOUR INCcl a | $1,370,000 | – | 200 | +100.0% | 0.00% | – |
| UA | New | UNDER ARMOUR INCcl c | $1,282,000 | – | 201 | +100.0% | 0.00% | – |
| ELY | New | TOPGOLF CALLAWAY BRANDS CORP | $346,000 | – | 25 | +100.0% | 0.00% | – |
| UAL | New | UNITED AIRLS HLDGS INC | $1,354,000 | – | 32 | +100.0% | 0.00% | – |
| CALX | New | CALIX INC | $1,146,000 | – | 25 | +100.0% | 0.00% | – |
| New | LILIUM N V | $720,000 | – | 1,009 | +100.0% | 0.00% | – | |
| RDWR | New | RADWARE LTDord | $1,286,000 | – | 76 | +100.0% | 0.00% | – |
| IWS | New | ISHARES TRrus mdcp val etf | $1,774,000 | – | 17 | +100.0% | 0.00% | – |
| OLED | New | UNIVERSAL DISPLAY CORP | $785,000 | – | 5 | +100.0% | 0.00% | – |
| NEO | New | NEOGENOMICS INC | $935,000 | – | 76 | +100.0% | 0.00% | – |
| NEOG | New | NEOGEN CORP | $241,000 | – | 13 | +100.0% | 0.00% | – |
| IWP | New | ISHARES TRrus md cp gr etf | $1,553,000 | – | 17 | +100.0% | 0.00% | – |
| NIO | New | NIO INCspon ads | $1,103,000 | – | 122 | +100.0% | 0.00% | – |
| MGK | New | VANGUARD WORLD FDmega grwth ind | $227,000 | – | 1 | +100.0% | 0.00% | – |
| CI | New | THE CIGNA GROUP | $1,144,000 | – | 4 | +100.0% | 0.00% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $2,046,000 | – | 7 | +100.0% | 0.00% | – |
| New | KYNDRYL HLDGS INC | $604,000 | – | 40 | +100.0% | 0.00% | – | |
| BHF | New | BRIGHTHOUSE FINL INC | $685,000 | – | 14 | +100.0% | 0.00% | – |
| BSX | New | BOSTON SCIENTIFIC CORP | $1,901,000 | – | 36 | +100.0% | 0.00% | – |
| BTAI | New | BIOXCEL THERAPEUTICS INC | $531,000 | – | 210 | +100.0% | 0.00% | – |
| JBLU | New | JETBLUE AWYS CORP | $469,000 | – | 102 | +100.0% | 0.00% | – |
| PICB | New | INVESCO EXCH TRADED FD TR IIintl corp bd | $853,000 | – | 41 | +100.0% | 0.00% | – |
| VTHR | New | VANGUARD SCOTTSDALE FDSvng rus3000idx | $1,907,000 | – | 10 | +100.0% | 0.00% | – |
| FSLY | New | FASTLY INCcl a | $1,246,000 | – | 65 | +100.0% | 0.00% | – |
| SPGI | New | S&P GLOBAL INC | $1,462,000 | – | 4 | +100.0% | 0.00% | – |
| VTWO | New | VANGUARD SCOTTSDALE FDSvng rus2000idx | $429,000 | – | 6 | +100.0% | 0.00% | – |
| ROK | New | ROCKWELL AUTOMATION INC | $1,143,000 | – | 4 | +100.0% | 0.00% | – |
| KRMD | New | KORU MEDICAL SYSTEMS INC | $753,000 | – | 279 | +100.0% | 0.00% | – |
| QS | New | QUANTUMSCAPE CORP | $669,000 | – | 100 | +100.0% | 0.00% | – |
| EMN | New | EASTMAN CHEM CO | $1,688,000 | – | 22 | +100.0% | 0.00% | – |
| KRNY | New | KEARNY FINL CORP MD | $1,386,000 | – | 200 | +100.0% | 0.00% | – |
| NUSI | New | ETF SER SOLUTIONSnationwide nasdq | $2,015,000 | – | 100 | +100.0% | 0.00% | – |
| EPR | New | EPR PPTYS | $540,000 | – | 13 | +100.0% | 0.00% | – |
| FCEL | New | FUELCELL ENERGY INC | $1,431,000 | – | 1,118 | +100.0% | 0.00% | – |
| BEAM | New | BEAM THERAPEUTICS INC | $241,000 | – | 10 | +100.0% | 0.00% | – |
| DLTR | New | DOLLAR TREE INC | $745,000 | – | 7 | +100.0% | 0.00% | – |
| GM | New | GENERAL MTRS CO | $2,077,000 | – | 63 | +100.0% | 0.00% | – |
| DKS | New | DICKS SPORTING GOODS INC | $2,063,000 | – | 19 | +100.0% | 0.00% | – |
| LYFT | New | LYFT INC | $601,000 | – | 57 | +100.0% | 0.00% | – |
| CRM | New | SALESFORCE INC | $2,028,000 | – | 10 | +100.0% | 0.00% | – |
| New | GSK PLCsponsored adr | $2,113,000 | – | 58 | +100.0% | 0.00% | – | |
| LUMN | New | LUMEN TECHNOLOGIES INC | $397,000 | – | 280 | +100.0% | 0.00% | – |
| BOTZ | New | GLOBAL X FDSrbtcs artfl inte | $1,464,000 | – | 59 | +100.0% | 0.00% | – |
| New | BRC INC | $933,000 | – | 260 | +100.0% | 0.00% | – | |
| New | PORTILLOS INC | $1,431,000 | – | 93 | +100.0% | 0.00% | – | |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $207,000 | – | 5 | +100.0% | 0.00% | – |
| AVY | New | AVERY DENNISON CORP | $1,461,000 | – | 8 | +100.0% | 0.00% | – |
| PDD | New | PDD HOLDINGS INCsponsored ads | $1,177,000 | – | 12 | +100.0% | 0.00% | – |
| PH | New | PARKER-HANNIFIN CORP | $1,169,000 | – | 3 | +100.0% | 0.00% | – |
| DNMR | New | DANIMER SCIENTIFIC INC | $261,000 | – | 126 | +100.0% | 0.00% | – |
| PPL | New | PPL CORP | $990,000 | – | 42 | +100.0% | 0.00% | – |
| New | AMC ENTMT HLDGS INCcl a new | $1,358,000 | – | 170 | +100.0% | 0.00% | – | |
| HMC | New | HONDA MOTOR LTD | $336,000 | – | 10 | +100.0% | 0.00% | – |
| GRMN | New | GARMIN LTD | $842,000 | – | 8 | +100.0% | 0.00% | – |
| HNST | New | HONEST CO INC | $1,790,000 | – | 1,421 | +100.0% | 0.00% | – |
| CMTL | New | COMTECH TELECOMMUNICATIONS C | $350,000 | – | 40 | +100.0% | 0.00% | – |
| BBAX | New | J P MORGAN EXCHANGE TRADED Fbetabuilders dev | $1,036,000 | – | 23 | +100.0% | 0.00% | – |
| CMPS | New | COMPASS PATHWAYS PLCsponsored ads | $1,480,000 | – | 200 | +100.0% | 0.00% | – |
| LFVN | New | LIFEVANTAGE CORP | $1,290,000 | – | 200 | +100.0% | 0.00% | – |
| HON | New | HONEYWELL INTL INC | $1,478,000 | – | 8 | +100.0% | 0.00% | – |
| APPN | New | APPIAN CORPcl a | $1,824,000 | – | 40 | +100.0% | 0.00% | – |
| EL | New | LAUDER ESTEE COS INCcl a | $723,000 | – | 5 | +100.0% | 0.00% | – |
| SIRI | New | SIRIUS XM HOLDINGS INC | $1,356,000 | – | 300 | +100.0% | 0.00% | – |
| TWNK | New | HOSTESS BRANDS INCcl a | $1,965,000 | – | 59 | +100.0% | 0.00% | – |
| SNAP | New | SNAP INCcl a | $891,000 | – | 100 | +100.0% | 0.00% | – |
| IEF | New | ISHARES TR7-10 yr trsy bd | $1,374,000 | – | 15 | +100.0% | 0.00% | – |
| New | SOUNDHOUND AI INC | $2,010,000 | – | 1,000 | +100.0% | 0.00% | – | |
| AMP | New | AMERIPRISE FINL INC | $1,648,000 | – | 5 | +100.0% | 0.00% | – |
| IWO | New | ISHARES TRrus 2000 grw etf | $1,345,000 | – | 6 | +100.0% | 0.00% | – |
| SQ | New | BLOCK INCcl a | $487,000 | – | 11 | +100.0% | 0.00% | – |
| SLI | New | STANDARD LITHIUM LTD | $1,104,000 | – | 390 | +100.0% | 0.00% | – |
| IAC | New | IAC INC | $1,008,000 | – | 20 | +100.0% | 0.00% | – |
| JAZZ | New | JAZZ PHARMACEUTICALS PLC | $518,000 | – | 4 | +100.0% | 0.00% | – |
| VTRS | New | VIATRIS INC | $1,647,000 | – | 167 | +100.0% | 0.00% | – |
| AXP | New | AMERICAN EXPRESS CO | $1,044,000 | – | 7 | +100.0% | 0.00% | – |
| ALGT | New | ALLEGIANT TRAVEL CO | $1,691,000 | – | 22 | +100.0% | 0.00% | – |
| IWN | New | ISHARES TRrus 2000 val etf | $1,627,000 | – | 12 | +100.0% | 0.00% | – |
| TPR | New | TAPESTRY INC | $1,728,000 | – | 60 | +100.0% | 0.00% | – |
| NCLH | New | NORWEGIAN CRUISE LINE HLDG L | $1,978,000 | – | 120 | +100.0% | 0.00% | – |
| TDOC | New | TELADOC HEALTH INC | $260,000 | – | 14 | +100.0% | 0.00% | – |
| TDY | New | TELEDYNE TECHNOLOGIES INC | $2,043,000 | – | 5 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-24
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 12 | Q3 2023 | 17.1% |
| ISHARES TRUST CORE S&P US GWT ETF | 12 | Q3 2023 | 16.1% |
| VANGUARD SMALL CP ETF | 12 | Q3 2023 | 11.2% |
| ISHARES TRUST 5-10 YEAR INVESTMENT GRADE | 12 | Q3 2023 | 9.5% |
| ISHARES TRUST 0-5YR HI YL CP ETF | 12 | Q3 2023 | 5.5% |
| ISHARES TRUST TIPS BD ETF | 12 | Q3 2023 | 5.2% |
| VANGUARD MID CAP ETF | 12 | Q3 2023 | 6.6% |
| WISDOMTREE TRUST EM EX ST-OWNED ETF | 12 | Q3 2023 | 4.5% |
| INVESCO EXCH TRD SLF IDX FD | 12 | Q3 2023 | 4.5% |
| INVESCO EXCH TRD SLF IDX FD | 12 | Q3 2023 | 3.5% |
View Legacy Financial Group LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-08 |
| 13F-HR | 2022-04-12 |
| 13F-HR | 2022-01-20 |
View Legacy Financial Group 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.