HERITAGE WEALTH MANAGEMENT, LLC - Q1 2022 holdings

$370 Million is the total value of HERITAGE WEALTH MANAGEMENT, LLC's 1007 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .

 Value Shares↓ Weighting
SMMD NewISHARES TRrusel 2500 etf$29,400,000471,312
+100.0%
7.94%
SPEM NewSPDR INDEX SHS FDSportfolio emg mk$22,937,000593,617
+100.0%
6.20%
EFA NewISHARES TRmsci eafe etf$20,010,000271,874
+100.0%
5.41%
AGG NewISHARES TRcore us aggbd et$13,693,000127,853
+100.0%
3.70%
USHY NewISHARES TRbroad usd high$11,301,000290,814
+100.0%
3.05%
IVV NewISHARES TRcore s&p500 etf$10,930,00024,092
+100.0%
2.95%
EMB NewISHARES TRjpmorgan usd emg$8,501,00086,960
+100.0%
2.30%
VTI NewVANGUARD INDEX FDStotal stk mkt$7,205,00031,646
+100.0%
1.95%
AAPL NewAPPLE INC$6,845,00039,199
+100.0%
1.85%
IEFA NewISHARES TRcore msci eafe$6,127,00088,145
+100.0%
1.66%
MSFT NewMICROSOFT CORP$5,791,00018,783
+100.0%
1.56%
VIG NewVANGUARD SPECIALIZED FUNDSdiv app etf$4,524,00027,898
+100.0%
1.22%
IWM NewISHARES TRrussell 2000 etf$4,428,00021,572
+100.0%
1.20%
DFAC NewDIMENSIONAL ETF TRUSTus core equity 2$3,723,000134,989
+100.0%
1.01%
UNH NewUNITEDHEALTH GROUP INC$3,627,0007,113
+100.0%
0.98%
IEMG NewISHARES INCcore msci emkt$3,447,00062,052
+100.0%
0.93%
VEA NewVANGUARD TAX-MANAGED INTL FDvan ftse dev mkt$3,364,00070,045
+100.0%
0.91%
RTX NewRAYTHEON TECHNOLOGIES CORP$3,163,00031,922
+100.0%
0.86%
AVGO NewBROADCOM INC$3,035,0004,820
+100.0%
0.82%
ESGE NewISHARES INCesg awr msci em$3,027,00082,409
+100.0%
0.82%
SPLG NewSPDR SER TRportfolio s&p500$2,863,00053,888
+100.0%
0.77%
SLQD NewISHARES TR0-5yr invt gr cp$2,664,00053,980
+100.0%
0.72%
V NewVISA INC$2,662,00012,005
+100.0%
0.72%
ADI NewANALOG DEVICES INC$2,611,00015,807
+100.0%
0.70%
SCHX NewSCHWAB STRATEGIC TRus lrg cap etf$2,524,00046,876
+100.0%
0.68%
LOW NewLOWES COS INC$2,464,00012,187
+100.0%
0.67%
IGSB NewISHARES TR$2,463,00047,617
+100.0%
0.66%
KLAC NewKLA CORP$2,409,0006,582
+100.0%
0.65%
AMT NewAMERICAN TOWER CORP NEW$2,400,0009,554
+100.0%
0.65%
SYK NewSTRYKER CORPORATION$2,399,0008,972
+100.0%
0.65%
ACN NewACCENTURE PLC IRELAND$2,328,0006,902
+100.0%
0.63%
MUB NewISHARES TRnational mun etf$2,171,00019,801
+100.0%
0.59%
HON NewHONEYWELL INTL INC$2,163,00011,116
+100.0%
0.58%
CMCSA NewCOMCAST CORP NEWcl a$2,143,00045,768
+100.0%
0.58%
TEL NewTE CONNECTIVITY LTD$2,067,00015,781
+100.0%
0.56%
TXN NewTEXAS INSTRS INC$2,022,00011,021
+100.0%
0.55%
MA NewMASTERCARD INCORPORATEDcl a$1,980,0005,541
+100.0%
0.54%
ICE NewINTERCONTINENTAL EXCHANGE IN$1,974,00014,942
+100.0%
0.53%
GOVT NewISHARES TRus treas bd etf$1,953,00078,383
+100.0%
0.53%
MBB NewISHARES TRmbs etf$1,956,00019,203
+100.0%
0.53%
ESGU NewISHARES TResg awr msci usa$1,886,00018,611
+100.0%
0.51%
NOC NewNORTHROP GRUMMAN CORP$1,746,0003,905
+100.0%
0.47%
AMZN NewAMAZON COM INC$1,656,000508
+100.0%
0.45%
HYXF NewISHARES TResg advncd hy bd$1,575,00032,411
+100.0%
0.43%
SPY NewSPDR S&P 500 ETF TRtr unit$1,566,0003,467
+100.0%
0.42%
JPM NewJPMORGAN CHASE & CO$1,561,00011,455
+100.0%
0.42%
IJR NewISHARES TRcore s&p scp etf$1,537,00014,244
+100.0%
0.42%
HD NewHOME DEPOT INC$1,514,0005,058
+100.0%
0.41%
CCI NewCROWN CASTLE INTL CORP NEW$1,515,0008,206
+100.0%
0.41%
COP NewCONOCOPHILLIPS$1,484,00014,838
+100.0%
0.40%
LLY NewLILLY ELI & CO$1,459,0005,094
+100.0%
0.39%
ACWI NewISHARES TRmsci acwi etf$1,432,00014,354
+100.0%
0.39%
FLOT NewISHARES TRfltg rate nt etf$1,387,00027,448
+100.0%
0.38%
SCHZ NewSCHWAB STRATEGIC TRus aggregate b$1,379,00027,272
+100.0%
0.37%
CSCO NewCISCO SYS INC$1,308,00023,457
+100.0%
0.35%
MRK NewMERCK & CO INC$1,257,00015,325
+100.0%
0.34%
MCO NewMOODYS CORP$1,247,0003,696
+100.0%
0.34%
MTUM NewISHARES TRmsci usa mmentm$1,239,0007,365
+100.0%
0.34%
NEAR NewISHARES U S ETF TRblackrock st mat$1,215,00024,516
+100.0%
0.33%
NewDIMENSIONAL ETF TRUSTworld ex us core$1,212,00048,582
+100.0%
0.33%
VWO NewVANGUARD INTL EQUITY INDEX Fftse emr mkt etf$1,202,00026,067
+100.0%
0.32%
RF NewREGIONS FINANCIAL CORP NEW$1,178,00052,918
+100.0%
0.32%
SWKS NewSKYWORKS SOLUTIONS INC$1,171,0008,782
+100.0%
0.32%
ABT NewABBOTT LABS$1,160,0009,800
+100.0%
0.31%
BND NewVANGUARD BD INDEX FDStotal bnd mrkt$1,132,00014,229
+100.0%
0.31%
SPGI NewS&P GLOBAL INC$1,066,0002,598
+100.0%
0.29%
SONY NewSONY GROUP CORPORATIONsponsored adr$1,023,0009,956
+100.0%
0.28%
BKE NewBUCKLE INC$1,009,00030,540
+100.0%
0.27%
VOO NewVANGUARD INDEX FDS$1,007,0002,426
+100.0%
0.27%
BKLN NewINVESCO EXCH TRADED FD TR IIsr ln etf$985,00045,253
+100.0%
0.27%
CSX NewCSX CORP$950,00025,368
+100.0%
0.26%
VDC NewVANGUARD WORLD FDSconsum stp etf$928,0004,739
+100.0%
0.25%
VGT NewVANGUARD WORLD FDSinf tech etf$913,0002,193
+100.0%
0.25%
EAGG NewISHARES TResg awr us agrgt$908,00017,586
+100.0%
0.24%
QUAL NewISHARES TRmsci usa qlt fct$887,0006,588
+100.0%
0.24%
USMV NewISHARES TRmsci usa min vol$862,00011,113
+100.0%
0.23%
AON NewAON PLC$841,0002,583
+100.0%
0.23%
ASML NewASML HOLDING N V$836,0001,251
+100.0%
0.23%
RELX NewRELX PLCsponsored adr$799,00025,690
+100.0%
0.22%
XLF NewSELECT SECTOR SPDR TRfinancial$765,00019,976
+100.0%
0.21%
NewINNOVATOR ETFS TRs&p invt grd pfd$758,00034,865
+100.0%
0.20%
MDT NewMEDTRONIC PLC$747,0006,735
+100.0%
0.20%
MINT NewPIMCO ETF TRenhan shrt ma ac$745,0007,438
+100.0%
0.20%
SPLV NewINVESCO EXCH TRADED FD TR IIs&p500 low vol$743,00011,081
+100.0%
0.20%
NXPI NewNXP SEMICONDUCTORS N V$738,0003,989
+100.0%
0.20%
NVS NewNOVARTIS AGsponsored adr$731,0008,335
+100.0%
0.20%
CWB NewSPDR SER TRbbg conv sec etf$721,0009,365
+100.0%
0.20%
TSM NewTAIWAN SEMICONDUCTOR MFG LTDsponsored ads$720,0006,903
+100.0%
0.20%
GOOGL NewALPHABET INCcap stk cl a$720,000259
+100.0%
0.20%
GLD NewSPDR GOLD TR$716,0003,962
+100.0%
0.19%
XLK NewSELECT SECTOR SPDR TRtechnology$691,0004,349
+100.0%
0.19%
ALC NewALCON AG$684,0008,621
+100.0%
0.18%
WFC NewWELLS FARGO CO NEW$685,00014,132
+100.0%
0.18%
CHKP NewCHECK POINT SOFTWARE TECH LTord$679,0004,914
+100.0%
0.18%
XVV NewISHARES TResg scrnd s&p500$663,00019,294
+100.0%
0.18%
CRL NewCHARLES RIV LABS INTL INC$648,0002,281
+100.0%
0.18%
BRKB NewBERKSHIRE HATHAWAY INC DELcl b new$646,0001,831
+100.0%
0.18%
SPDW NewSPDR INDEX SHS FDSportfolio devlpd$600,00017,508
+100.0%
0.16%
POOL NewPOOL CORP$598,0001,413
+100.0%
0.16%
MCK NewMCKESSON CORP$595,0001,943
+100.0%
0.16%
ZBRA NewZEBRA TECHNOLOGIES CORPORATIcl a$591,0001,429
+100.0%
0.16%
ICLR NewICON PLC$587,0002,415
+100.0%
0.16%
SAP NewSAP SEspon adr$569,0005,124
+100.0%
0.15%
LQD NewISHARES TRiboxx inv cp etf$568,0004,693
+100.0%
0.15%
WRB NewBERKLEY W R CORP$553,0008,308
+100.0%
0.15%
EFV NewISHARES TReafe value etf$532,00010,581
+100.0%
0.14%
GLOB NewGLOBANT S A$525,0002,004
+100.0%
0.14%
EFG NewISHARES TReafe grwth etf$526,0005,465
+100.0%
0.14%
ABB NewABB LTDsponsored adr$522,00016,139
+100.0%
0.14%
HYGH NewISHARES U S ETF TRit rt hdg hgyl$511,0005,868
+100.0%
0.14%
ANSS NewANSYS INC$498,0001,568
+100.0%
0.14%
COO NewCOOPER COS INC$499,0001,196
+100.0%
0.14%
ROL NewROLLINS INC$498,00014,212
+100.0%
0.14%
VYM NewVANGUARD WHITEHALL FDShigh div yld$494,0004,400
+100.0%
0.13%
CNX NewCNX RES CORP$492,00023,736
+100.0%
0.13%
CDW NewCDW CORP$494,0002,761
+100.0%
0.13%
SCHA NewSCHWAB STRATEGIC TRus sml cap etf$493,00010,412
+100.0%
0.13%
SPTL NewSPDR SER TRportfolio ln tsr$490,00012,948
+100.0%
0.13%
WST NewWEST PHARMACEUTICAL SVSC INC$490,0001,193
+100.0%
0.13%
SPIB NewSPDR SER TRportfolio intrmd$488,00014,287
+100.0%
0.13%
TER NewTERADYNE INC$479,0004,050
+100.0%
0.13%
TDY NewTELEDYNE TECHNOLOGIES INC$479,0001,013
+100.0%
0.13%
LPLA NewLPL FINL HLDGS INC$479,0002,620
+100.0%
0.13%
COST NewCOSTCO WHSL CORP NEW$470,000816
+100.0%
0.13%
SMG NewSCOTTS MIRACLE-GRO COcl a$471,0003,827
+100.0%
0.13%
SITE NewSITEONE LANDSCAPE SUPPLY INC$468,0002,897
+100.0%
0.13%
NVDA NewNVIDIA CORPORATION$468,0001,715
+100.0%
0.13%
NDSN NewNORDSON CORP$454,0001,998
+100.0%
0.12%
NOW NewSERVICENOW INC$455,000817
+100.0%
0.12%
BAC NewBK OF AMERICA CORP$457,00011,088
+100.0%
0.12%
SIGI NewSELECTIVE INS GROUP INC$453,0005,066
+100.0%
0.12%
IBB NewISHARES TRishares biotech$447,0003,429
+100.0%
0.12%
VTEB NewVANGUARD MUN BD FDStax exempt bd$448,0008,697
+100.0%
0.12%
SLV NewISHARES SILVER TRishares$444,00019,406
+100.0%
0.12%
EFX NewEQUIFAX INC$439,0001,852
+100.0%
0.12%
QQQ NewINVESCO QQQ TRunit ser 1$437,0001,205
+100.0%
0.12%
IJH NewISHARES TRcore s&p mcp etf$433,0001,614
+100.0%
0.12%
FICO NewFAIR ISAAC CORP$433,000929
+100.0%
0.12%
ESGD NewISHARES TResg aw msci eafe$430,0005,832
+100.0%
0.12%
HEI NewHEICO CORP NEW$430,0002,802
+100.0%
0.12%
DHR NewDANAHER CORPORATION$427,0001,454
+100.0%
0.12%
SNN NewSMITH & NEPHEW PLCspdn adr new$425,00013,327
+100.0%
0.12%
LGLV NewSPDR SER TRssga us lrg etf$424,0002,954
+100.0%
0.12%
GOOG NewALPHABET INCcap stk cl c$419,000150
+100.0%
0.11%
XNTK NewSPDR SER TRnyse tech etf$414,0002,978
+100.0%
0.11%
CRM NewSALESFORCE INC$413,0001,943
+100.0%
0.11%
CZA NewINVESCO EXCHANGE TRADED FD Tzacks mid cap$411,0004,318
+100.0%
0.11%
XSOE NewWISDOMTREE TRem ex st-owned$402,00012,319
+100.0%
0.11%
SCHJ NewSCHWAB STRATEGIC TR1 5yr corp bd$402,0008,275
+100.0%
0.11%
COKE NewCOCA COLA CONS INC$401,000808
+100.0%
0.11%
LHCG NewLHC GROUP INC$398,0002,359
+100.0%
0.11%
RYH NewINVESCO EXCHANGE TRADED FD Ts&p500 eql hlt$393,0001,284
+100.0%
0.11%
CSGP NewCOSTAR GROUP INC$394,0005,910
+100.0%
0.11%
CPRT NewCOPART INC$393,0003,130
+100.0%
0.11%
TYL NewTYLER TECHNOLOGIES INC$388,000873
+100.0%
0.10%
VLUE NewISHARES TRmsci usa value$387,0003,699
+100.0%
0.10%
FSK NewFS KKR CAP CORP$385,00016,889
+100.0%
0.10%
ARKF NewARK ETF TRfintech innova$381,00013,115
+100.0%
0.10%
REMX NewVANECK ETF TRUSTrare earth/strtg$382,0003,228
+100.0%
0.10%
MAR NewMARRIOTT INTL INC NEWcl a$370,0002,105
+100.0%
0.10%
BSY NewBENTLEY SYS INC$370,0008,370
+100.0%
0.10%
CVX NewCHEVRON CORP NEW$371,0002,276
+100.0%
0.10%
TIP NewISHARES TRtips bd etf$368,0002,957
+100.0%
0.10%
AGZ NewISHARES TRagency bond etf$363,0003,236
+100.0%
0.10%
PAYC NewPAYCOM SOFTWARE INC$362,0001,046
+100.0%
0.10%
VNQ NewVANGUARD INDEX FDSreal estate etf$360,0003,326
+100.0%
0.10%
AZO NewAUTOZONE INC$358,000175
+100.0%
0.10%
ISRG NewINTUITIVE SURGICAL INC$353,0001,170
+100.0%
0.10%
PG NewPROCTER AND GAMBLE CO$348,0002,278
+100.0%
0.09%
FAST NewFASTENAL CO$345,0005,804
+100.0%
0.09%
IEF NewISHARES TR7-10 yr trsy bd$341,0003,171
+100.0%
0.09%
SSB NewSOUTHSTATE CORPORATION$340,0004,169
+100.0%
0.09%
BA NewBOEING CO$337,0001,758
+100.0%
0.09%
SCHP NewSCHWAB STRATEGIC TRus tips etf$338,0005,565
+100.0%
0.09%
MMI NewMARCUS & MILLICHAP INC$332,0006,310
+100.0%
0.09%
IBKR NewINTERACTIVE BROKERS GROUP IN$332,0005,041
+100.0%
0.09%
VRSK NewVERISK ANALYTICS INC$324,0001,508
+100.0%
0.09%
LOPE NewGRAND CANYON ED INC$323,0003,330
+100.0%
0.09%
RBA NewRITCHIE BROS AUCTIONEERS$319,0005,407
+100.0%
0.09%
SCHM NewSCHWAB STRATEGIC TRus mid-cap etf$320,0004,216
+100.0%
0.09%
WMT NewWALMART INC$320,0002,152
+100.0%
0.09%
NOBL NewPROSHARES TRs&p 500 dv arist$314,0003,304
+100.0%
0.08%
ALLE NewALLEGION PLC$311,0002,831
+100.0%
0.08%
FIX NewCOMFORT SYS USA INC$307,0003,446
+100.0%
0.08%
BFAM NewBRIGHT HORIZONS FAM SOL IN D$306,0002,305
+100.0%
0.08%
ESML NewISHARES TResg aware msci$307,0008,071
+100.0%
0.08%
FALN NewISHARES TRfaln angls usd$306,00011,017
+100.0%
0.08%
SPIP NewSPDR SER TRportfli tips etf$306,00010,096
+100.0%
0.08%
LII NewLENNOX INTL INC$302,0001,172
+100.0%
0.08%
ICFI NewICF INTL INC$304,0003,231
+100.0%
0.08%
VXF NewVANGUARD INDEX FDSextend mkt etf$301,0001,818
+100.0%
0.08%
AMED NewAMEDISYS INC$301,0001,749
+100.0%
0.08%
VUG NewVANGUARD INDEX FDSgrowth etf$301,0001,045
+100.0%
0.08%
CHE NewCHEMED CORP NEW$296,000585
+100.0%
0.08%
RSP NewINVESCO EXCHANGE TRADED FD Ts&p500 eql wgt$295,0001,868
+100.0%
0.08%
JKHY NewHENRY JACK & ASSOC INC$296,0001,500
+100.0%
0.08%
EXLS NewEXLSERVICE HOLDINGS INC$295,0002,056
+100.0%
0.08%
RSG NewREPUBLIC SVCS INC$294,0002,222
+100.0%
0.08%
IDXX NewIDEXX LABS INC$293,000536
+100.0%
0.08%
EW NewEDWARDS LIFESCIENCES CORP$287,0002,439
+100.0%
0.08%
ONTO NewONTO INNOVATION INC$288,0003,316
+100.0%
0.08%
NewIVEDA SOLUTIONS INC$288,000404,587
+100.0%
0.08%
INTC NewINTEL CORP$285,0005,747
+100.0%
0.08%
VEEV NewVEEVA SYS INC$284,0001,335
+100.0%
0.08%
IDA NewIDACORP INC$281,0002,434
+100.0%
0.08%
AMAT NewAPPLIED MATLS INC$283,0002,150
+100.0%
0.08%
SCHR NewSCHWAB STRATEGIC TRint-trm u.s tres$283,0005,307
+100.0%
0.08%
DORM NewDORMAN PRODS INC$279,0002,932
+100.0%
0.08%
AUB NewATLANTIC UN BANKSHARES CORP$279,0007,606
+100.0%
0.08%
ITGR NewINTEGER HLDGS CORP$273,0003,394
+100.0%
0.07%
VPU NewVANGUARD WORLD FDSutilities etf$275,0001,700
+100.0%
0.07%
LMT NewLOCKHEED MARTIN CORP$270,000611
+100.0%
0.07%
IART NewINTEGRA LIFESCIENCES HLDGS C$266,0004,142
+100.0%
0.07%
MGV NewVANGUARD WORLD FDmega cap val etf$267,0002,487
+100.0%
0.07%
ADC NewAGREE RLTY CORP$261,0003,937
+100.0%
0.07%
PFF NewISHARES TRpfd and incm sec$262,0007,189
+100.0%
0.07%
FELE NewFRANKLIN ELEC INC$264,0003,175
+100.0%
0.07%
IHAK NewISHARES TRcybersecurity$262,0006,142
+100.0%
0.07%
FIVE NewFIVE BELOW INC$256,0001,615
+100.0%
0.07%
KFRC NewKFORCE INC$257,0003,475
+100.0%
0.07%
VCIT NewVANGUARD SCOTTSDALE FDSint-term corp$250,0002,900
+100.0%
0.07%
XJH NewISHARES TResg scrd s&p mid$250,0006,848
+100.0%
0.07%
FWRD NewFORWARD AIR CORP$253,0002,590
+100.0%
0.07%
IVE NewISHARES TRs&p 500 val etf$251,0001,610
+100.0%
0.07%
LRCX NewLAM RESEARCH CORP$252,000468
+100.0%
0.07%
IXJ NewISHARES TRglob hlthcre etf$253,0002,891
+100.0%
0.07%
KALU NewKAISER ALUMINUM CORP$252,0002,681
+100.0%
0.07%
EXPO NewEXPONENT INC$253,0002,339
+100.0%
0.07%
ACWV NewISHARES INCmsci gbl min vol$253,0002,411
+100.0%
0.07%
PM NewPHILIP MORRIS INTL INC$249,0002,653
+100.0%
0.07%
MOV NewMOVADO GROUP INC$248,0006,357
+100.0%
0.07%
SOXX NewISHARES TRishares semicdtr$248,000525
+100.0%
0.07%
MGK NewVANGUARD WORLD FDmega grwth ind$243,0001,032
+100.0%
0.07%
ELAN NewELANCO ANIMAL HEALTH INC$243,0009,308
+100.0%
0.07%
GVI NewISHARES TRintrm gov cr etf$245,0002,254
+100.0%
0.07%
THO NewTHOR INDS INC$243,0003,091
+100.0%
0.07%
BAH NewBOOZ ALLEN HAMILTON HLDG CORcl a$241,0002,744
+100.0%
0.06%
IWF NewISHARES TRrus 1000 grw etf$239,000860
+100.0%
0.06%
VT NewVANGUARD INTL EQUITY INDEX Ftt wrld st etf$242,0002,393
+100.0%
0.06%
AMN NewAMN HEALTHCARE SVCS INC$236,0002,266
+100.0%
0.06%
RTM NewINVESCO EXCHANGE TRADED FD Ts&p500 eql mat$236,0001,278
+100.0%
0.06%
MMC NewMARSH & MCLENNAN COS INC$235,0001,378
+100.0%
0.06%
IJJ NewISHARES TRs&p mc 400vl etf$232,0002,112
+100.0%
0.06%
B NewBARNES GROUP INC$228,0005,671
+100.0%
0.06%
ENS NewENERSYS$231,0003,097
+100.0%
0.06%
DEA NewEASTERLY GOVT PPTYS INC$228,00010,784
+100.0%
0.06%
ICSH NewISHARES TRblackrock ultra$231,0004,605
+100.0%
0.06%
SBUX NewSTARBUCKS CORP$228,0002,501
+100.0%
0.06%
AVNS NewAVANOS MED INC$231,0006,891
+100.0%
0.06%
IUSV NewISHARES TRcore s&p us vlu$231,0003,046
+100.0%
0.06%
GIII NewG III APPAREL GROUP LTD$227,0008,406
+100.0%
0.06%
OLLI NewOLLIES BARGAIN OUTLET HLDGS$226,0005,266
+100.0%
0.06%
XOM NewEXXON MOBIL CORP$224,0002,713
+100.0%
0.06%
BHE NewBENCHMARK ELECTRS INC$226,0009,024
+100.0%
0.06%
SHV NewISHARES TRshort treas bd$221,0002,000
+100.0%
0.06%
KFY NewKORN FERRY$221,0003,397
+100.0%
0.06%
VONE NewVANGUARD SCOTTSDALE FDSvng rus1000idx$220,0001,064
+100.0%
0.06%
IBM NewINTERNATIONAL BUSINESS MACHS$218,0001,678
+100.0%
0.06%
MSCI NewMSCI INC$215,000427
+100.0%
0.06%
DIOD NewDIODES INC$216,0002,481
+100.0%
0.06%
DIA NewSPDR DOW JONES INDL AVERAGEut ser 1$215,000621
+100.0%
0.06%
MC NewMOELIS & COcl a$213,0004,534
+100.0%
0.06%
BOOT NewBOOT BARN HLDGS INC$211,0002,231
+100.0%
0.06%
BCPC NewBALCHEM CORP$211,0001,543
+100.0%
0.06%
STIP NewISHARES TR0-5 yr tips etf$210,0002,005
+100.0%
0.06%
IUSG NewISHARES TRcore s&p us gwt$208,0001,967
+100.0%
0.06%
FTEC NewFIDELITY COVINGTON TRUSTmsci info tech i$209,0001,701
+100.0%
0.06%
NTUS NewNATUS MED INC DEL$202,0007,668
+100.0%
0.06%
VMBS NewVANGUARD SCOTTSDALE FDSmtg-bkd secs etf$201,0004,021
+100.0%
0.05%
STC NewSTEWART INFORMATION SVCS COR$199,0003,280
+100.0%
0.05%
BLKB NewBLACKBAUD INC$201,0003,355
+100.0%
0.05%
AVLR NewAVALARA INC$200,0002,014
+100.0%
0.05%
SGOL NewABRDN GOLD ETF TRUST$197,00010,592
+100.0%
0.05%
CMBM NewCAMBIUM NETWORKS CORP$196,0008,294
+100.0%
0.05%
UBSI NewUNITED BANKSHARES INC WEST V$193,0005,541
+100.0%
0.05%
SHO NewSUNSTONE HOTEL INVS INC NEW$192,00016,329
+100.0%
0.05%
PYPL NewPAYPAL HLDGS INC$192,0001,663
+100.0%
0.05%
MPC NewMARATHON PETE CORP$191,0002,237
+100.0%
0.05%
BABA NewALIBABA GROUP HLDG LTDsponsored ads$187,0001,717
+100.0%
0.05%
FDN NewFIRST TR EXCHANGE-TRADED FDdj internt idx$189,0001,009
+100.0%
0.05%
DHI NewD R HORTON INC$187,0002,509
+100.0%
0.05%
PUTW NewWISDOMTREE TRcboe s&p 500$188,0005,355
+100.0%
0.05%
VGLT NewVANGUARD SCOTTSDALE FDSlong term treas$187,0002,326
+100.0%
0.05%
SPMB NewSPDR SER TRport mtg bk etf$186,0007,783
+100.0%
0.05%
XMLV NewINVESCO EXCH TRADED FD TR IIs&p midcp low$185,0003,313
+100.0%
0.05%
CTS NewCTS CORP$182,0005,162
+100.0%
0.05%
XLV NewSELECT SECTOR SPDR TRsbi healthcare$183,0001,336
+100.0%
0.05%
TMUS NewT-MOBILE US INC$177,0001,380
+100.0%
0.05%
IAU NewISHARES GOLD TRishares new$176,0004,770
+100.0%
0.05%
PCRX NewPACIRA BIOSCIENCES INC$178,0002,333
+100.0%
0.05%
PGX NewINVESCO EXCH TRADED FD TR IIpfd etf$176,00013,000
+100.0%
0.05%
TSLA NewTESLA INC$175,000162
+100.0%
0.05%
AMBA NewAMBARELLA INC$173,0001,650
+100.0%
0.05%
ILMN NewILLUMINA INC$173,000495
+100.0%
0.05%
IWD NewISHARES TRrus 1000 val etf$170,0001,025
+100.0%
0.05%
SBCF NewSEACOAST BKG CORP FLA$171,0004,889
+100.0%
0.05%
BL NewBLACKLINE INC$170,0002,324
+100.0%
0.05%
CSWI NewCSW INDUSTRIALS INC$170,0001,446
+100.0%
0.05%
EFAV NewISHARES TRmsci eafe min vl$165,0002,293
+100.0%
0.04%
CPK NewCHESAPEAKE UTILS CORP$168,0001,222
+100.0%
0.04%
XLE NewSELECT SECTOR SPDR TRenergy$167,0002,181
+100.0%
0.04%
JJSF NewJ & J SNACK FOODS CORP$167,0001,074
+100.0%
0.04%
SF NewSTIFEL FINL CORP$167,0002,461
+100.0%
0.04%
NPO NewENPRO INDS INC$168,0001,718
+100.0%
0.04%
OMCL NewOMNICELL COM$162,0001,253
+100.0%
0.04%
GTN NewGRAY TELEVISION INC$162,0007,343
+100.0%
0.04%
MBWM NewMERCANTILE BK CORP$162,0004,564
+100.0%
0.04%
IUSB NewISHARES TRcore total usd$164,0003,313
+100.0%
0.04%
GDX NewVANECK ETF TRUSTgold miners etf$160,0004,180
+100.0%
0.04%
ECL NewECOLAB INC$158,000894
+100.0%
0.04%
SPSC NewSPS COMM INC$155,0001,178
+100.0%
0.04%
SPTI NewSPDR SER TRportfli intrmdit$156,0005,166
+100.0%
0.04%
SPAB NewSPDR SER TRportfolio agrgte$154,0005,556
+100.0%
0.04%
ZEST NewECOARK HLDGS INC$156,00067,580
+100.0%
0.04%
FXL NewFIRST TR EXCHANGE TRADED FDtech alphadex$151,0001,304
+100.0%
0.04%
FB NewMETA PLATFORMS INCcl a$151,000681
+100.0%
0.04%
FXH NewFIRST TR EXCHANGE TRADED FDhlth care alph$153,0001,333
+100.0%
0.04%
NFLX NewNETFLIX INC$152,000407
+100.0%
0.04%
LZB NewLA Z BOY INC$148,0005,631
+100.0%
0.04%
UMBF NewUMB FINL CORP$147,0001,517
+100.0%
0.04%
AEIS NewADVANCED ENERGY INDS$149,0001,736
+100.0%
0.04%
NXST NewNEXSTAR MEDIA GROUP INCcl a$145,000767
+100.0%
0.04%
CACI NewCACI INTL INCcl a$144,000478
+100.0%
0.04%
ENSG NewENSIGN GROUP INC$143,0001,591
+100.0%
0.04%
SUPN NewSUPERNUS PHARMACEUTICALS INC$146,0004,519
+100.0%
0.04%
DIS NewDISNEY WALT CO$144,0001,051
+100.0%
0.04%
SPTM NewSPDR SER TRportfoli s&p1500$140,0002,512
+100.0%
0.04%
ATVI NewACTIVISION BLIZZARD INC$141,0001,766
+100.0%
0.04%
MO NewALTRIA GROUP INC$141,0002,690
+100.0%
0.04%
AOA NewISHARES TRaggres alloc etf$139,0002,019
+100.0%
0.04%
ADBE NewADOBE SYSTEMS INCORPORATED$138,000302
+100.0%
0.04%
IEUR NewISHARES TRcore msci euro$137,0002,570
+100.0%
0.04%
XLY NewSELECT SECTOR SPDR TRsbi cons discr$134,000723
+100.0%
0.04%
AMWD NewAMERICAN WOODMARK CORPORATIO$134,0002,740
+100.0%
0.04%
PATK NewPATRICK INDS INC$131,0002,175
+100.0%
0.04%
GCC NewWISDOMTREE TRenhncd cmmdty st$131,0005,173
+100.0%
0.04%
DG NewDOLLAR GEN CORP NEW$129,000579
+100.0%
0.04%
SNDL NewSUNDIAL GROWERS INC$126,000180,000
+100.0%
0.03%
IAC NewIAC INTERACTIVECORP NEW$125,0001,250
+100.0%
0.03%
WK NewWORKIVA INC$122,0001,038
+100.0%
0.03%
DLR NewDIGITAL RLTY TR INC$123,000865
+100.0%
0.03%
SPLB NewSPDR SER TRportfolio ln cor$121,0004,347
+100.0%
0.03%
XSD NewSPDR SER TRs&p semicndctr$121,000582
+100.0%
0.03%
XBI NewSPDR SER TRs&p biotech$119,0001,320
+100.0%
0.03%
CERT NewCERTARA INC$119,0005,524
+100.0%
0.03%
AOM NewISHARES TRmodert alloc etf$120,0002,783
+100.0%
0.03%
FNDF NewSCHWAB STRATEGIC TRschwb fdt int lg$118,0003,655
+100.0%
0.03%
CEMB NewISHARES INCjp mrg em crp bd$119,0002,572
+100.0%
0.03%
NewGENERAL ELECTRIC CO$120,0001,307
+100.0%
0.03%
SHYG NewISHARES TR0-5yr hi yl cp$116,0002,628
+100.0%
0.03%
MEDP NewMEDPACE HLDGS INC$115,000704
+100.0%
0.03%
TLT NewISHARES TR20 yr tr bd etf$116,000875
+100.0%
0.03%
CASS NewCASS INFORMATION SYS INC$113,0003,066
+100.0%
0.03%
LGIH NewLGI HOMES INC$113,0001,153
+100.0%
0.03%
GS NewGOLDMAN SACHS GROUP INC$111,000337
+100.0%
0.03%
IHI NewISHARES TRu.s. med dvc etf$111,0001,824
+100.0%
0.03%
IAGG NewISHARES TRcore intl aggr$107,0002,059
+100.0%
0.03%
T NewAT&T INC$108,0004,553
+100.0%
0.03%
CCL NewCARNIVAL CORP$108,0005,360
+100.0%
0.03%
RCL NewROYAL CARIBBEAN GROUP$107,0001,274
+100.0%
0.03%
PFE NewPFIZER INC$109,0002,114
+100.0%
0.03%
BTAL NewAGF INVTS TRagfiq us mk anti$106,0005,804
+100.0%
0.03%
MDLZ NewMONDELEZ INTL INCcl a$109,0001,733
+100.0%
0.03%
DFS NewDISCOVER FINL SVCS$105,000953
+100.0%
0.03%
GWRE NewGUIDEWIRE SOFTWARE INC$105,0001,109
+100.0%
0.03%
BSCM NewINVESCO EXCH TRD SLF IDX FD$104,0004,900
+100.0%
0.03%
CVS NewCVS HEALTH CORP$103,0001,014
+100.0%
0.03%
PANW NewPALO ALTO NETWORKS INC$100,000160
+100.0%
0.03%
SCI NewSERVICE CORP INTL$98,0001,488
+100.0%
0.03%
MCD NewMCDONALDS CORP$96,000387
+100.0%
0.03%
NVO NewNOVO-NORDISK A Sadr$95,000851
+100.0%
0.03%
ACC NewAMERICAN CAMPUS CMNTYS INC$96,0001,715
+100.0%
0.03%
CSM NewPROSHARES TRlarge cap cre$96,0001,782
+100.0%
0.03%
OSH NewOAK STR HEALTH INC$96,0003,565
+100.0%
0.03%
IYW NewISHARES TRu.s. tech etf$93,000898
+100.0%
0.02%
IX NewORIX CORPsponsored adr$92,000920
+100.0%
0.02%
SCHB NewSCHWAB STRATEGIC TRus brd mkt etf$93,0001,736
+100.0%
0.02%
SUSB NewISHARES TResg awre 1 5 yr$94,0003,820
+100.0%
0.02%
MDYG NewSPDR SER TRs&p 400 mdcp grw$94,0001,271
+100.0%
0.02%
IXG NewISHARES TRglobal finls etf$91,0001,151
+100.0%
0.02%
DIAL NewCOLUMBIA ETF TR Idiversifid fxd$89,0004,549
+100.0%
0.02%
SUSC NewISHARES TResg awre usd etf$90,0003,576
+100.0%
0.02%
UL NewUNILEVER PLCspon adr new$90,0001,969
+100.0%
0.02%
VB NewVANGUARD INDEX FDSsmall cp etf$87,000410
+100.0%
0.02%
XLI NewSELECT SECTOR SPDR TRsbi int-inds$88,000854
+100.0%
0.02%
VOT NewVANGUARD INDEX FDSmcap gr idxvip$90,000406
+100.0%
0.02%
DTN NewWISDOMTREE TRus ai enhanced$88,000890
+100.0%
0.02%
FTNT NewFORTINET INC$87,000256
+100.0%
0.02%
COMT NewISHARES U S ETF TRgsci cmdty stgy$88,0002,196
+100.0%
0.02%
DCT NewDUCK CREEK TECHNOLOGIES INC$90,0004,062
+100.0%
0.02%
FIS NewFIDELITY NATL INFORMATION SV$84,000833
+100.0%
0.02%
AIG NewAMERICAN INTL GROUP INC$85,0001,351
+100.0%
0.02%
IBOC NewINTERNATIONAL BANCSHARES COR$84,0002,000
+100.0%
0.02%
UPS NewUNITED PARCEL SERVICE INCcl b$82,000382
+100.0%
0.02%
VZ NewVERIZON COMMUNICATIONS INC$82,0001,618
+100.0%
0.02%
ING NewING GROEP N.V.sponsored adr$80,0007,653
+100.0%
0.02%
VOE NewVANGUARD INDEX FDSmcap vl idxvip$81,000542
+100.0%
0.02%
BX NewBLACKSTONE INC$80,000632
+100.0%
0.02%
IWV NewISHARES TRrussell 3000 etf$76,000288
+100.0%
0.02%
TWLO NewTWILIO INCcl a$76,000463
+100.0%
0.02%
BGRN NewISHARES TRusd grn bond etf$76,0001,499
+100.0%
0.02%
CAT NewCATERPILLAR INC$79,000355
+100.0%
0.02%
TDOC NewTELADOC HEALTH INC$79,0001,094
+100.0%
0.02%
JNJ NewJOHNSON & JOHNSON$79,000447
+100.0%
0.02%
SQ NewBLOCK INCcl a$79,000586
+100.0%
0.02%
VBR NewVANGUARD INDEX FDSsm cp val etf$79,000447
+100.0%
0.02%
HLT NewHILTON WORLDWIDE HLDGS INC$76,000503
+100.0%
0.02%
SIL NewGLOBAL X FDSglobal x silver$79,0002,167
+100.0%
0.02%
JNK NewSPDR SER TRbloomberg high y$78,000759
+100.0%
0.02%
FVRR NewFIVERR INTL LTD$75,000987
+100.0%
0.02%
SO NewSOUTHERN CO$74,0001,022
+100.0%
0.02%
HYG NewISHARES TRiboxx hi yd etf$73,000886
+100.0%
0.02%
SWAN NewAMPLIFY ETF TRblackswan grwt$74,0002,362
+100.0%
0.02%
SCHI NewSCHWAB STRATEGIC TR5 10yr corp bd$70,0001,473
+100.0%
0.02%
ADP NewAUTOMATIC DATA PROCESSING IN$72,000318
+100.0%
0.02%
DAL NewDELTA AIR LINES INC DEL$69,0001,734
+100.0%
0.02%
NEOG NewNEOGEN CORP$72,0002,349
+100.0%
0.02%
HUBS NewHUBSPOT INC$72,000152
+100.0%
0.02%
MCRI NewMONARCH CASINO & RESORT INC$69,000791
+100.0%
0.02%
BLK NewBLACKROCK INC$71,00093
+100.0%
0.02%
AOK NewISHARES TRconser alloc etf$69,0001,840
+100.0%
0.02%
FIVN NewFIVE9 INC$66,000595
+100.0%
0.02%
AMD NewADVANCED MICRO DEVICES INC$67,000612
+100.0%
0.02%
SLYG NewSPDR SER TRs&p 600 smcp grw$68,000817
+100.0%
0.02%
GDXJ NewVANECK ETF TRUSTjunior gold mine$65,0001,385
+100.0%
0.02%
SATS NewECHOSTAR CORPcl a$68,0002,800
+100.0%
0.02%
IWB NewISHARES TRrus 1000 etf$68,000273
+100.0%
0.02%
RODM NewLATTICE STRATEGIES TRhartford mlt etf$67,0002,294
+100.0%
0.02%
TLH NewISHARES TR10-20 yr trs etf$68,000504
+100.0%
0.02%
ORCL NewORACLE CORP$66,000798
+100.0%
0.02%
PBP NewINVESCO EXCHANGE TRADED FD Ts&p500 buy wrt$62,0002,671
+100.0%
0.02%
VCSH NewVANGUARD SCOTTSDALE FDSshrt trm corp bd$64,000820
+100.0%
0.02%
FNDC NewSCHWAB STRATEGIC TRschwb fdt int sc$64,0001,812
+100.0%
0.02%
VTR NewVENTAS INC$64,0001,032
+100.0%
0.02%
PZT NewINVESCO EXCH TRADED FD TR IIny amt fre mun$62,0002,583
+100.0%
0.02%
GM NewGENERAL MTRS CO$64,0001,466
+100.0%
0.02%
LYG NewLLOYDS BANKING GROUP PLCsponsored adr$62,00025,923
+100.0%
0.02%
NKE NewNIKE INCcl b$64,000478
+100.0%
0.02%
ETN NewEATON CORP PLC$64,000420
+100.0%
0.02%
BLV NewVANGUARD BD INDEX FDSlong term bond$61,000664
+100.0%
0.02%
NewPHILLIPS EDISON & CO INC$60,0001,754
+100.0%
0.02%
SCHO NewSCHWAB STRATEGIC TRsht tm us tres$58,0001,168
+100.0%
0.02%
PSP NewINVESCO EXCHANGE TRADED FD Tgbl listed pvt$59,0004,564
+100.0%
0.02%
BSV NewVANGUARD BD INDEX FDSshort trm bond$60,000775
+100.0%
0.02%
BTO NewHANCOCK JOHN FINL OPPTYS FDsh ben int new$60,0001,500
+100.0%
0.02%
SCHW NewSCHWAB CHARLES CORP$58,000685
+100.0%
0.02%
VBK NewVANGUARD INDEX FDSsml cp grw etf$61,000245
+100.0%
0.02%
SFM NewSPROUTS FMRS MKT INC$59,0001,850
+100.0%
0.02%
SPSM NewSPDR SER TRportfolio s&p600$61,0001,443
+100.0%
0.02%
IWR NewISHARES TRrus mid cap etf$61,000785
+100.0%
0.02%
MKC NewMCCORMICK & CO INC$58,000578
+100.0%
0.02%
IGLB NewISHARES TR10+ yr invst grd$60,000983
+100.0%
0.02%
FBT NewFIRST TR EXCHANGE-TRADED FDny arca biotech$58,000388
+100.0%
0.02%
SIZE NewISHARES TRmsci usa sze ft$60,000464
+100.0%
0.02%
TT NewTRANE TECHNOLOGIES PLC$60,000390
+100.0%
0.02%
EXPE NewEXPEDIA GROUP INC$59,000301
+100.0%
0.02%
ARKK NewARK ETF TRinnovation etf$61,000927
+100.0%
0.02%
CB NewCHUBB LIMITED$56,000262
+100.0%
0.02%
GWX NewSPDR INDEX SHS FDSs&p intl smlcp$55,0001,551
+100.0%
0.02%
HES NewHESS CORP$54,000501
+100.0%
0.02%
H NewHYATT HOTELS CORP$55,000571
+100.0%
0.02%
RGR NewSTURM RUGER & CO INC$56,000800
+100.0%
0.02%
NYF NewISHARES TRnew york mun etf$52,000958
+100.0%
0.01%
OKE NewONEOK INC NEW$51,000718
+100.0%
0.01%
AXP NewAMERICAN EXPRESS CO$51,000274
+100.0%
0.01%
CYBR NewCYBERARK SOFTWARE LTD$53,000313
+100.0%
0.01%
BNDX NewVANGUARD CHARLOTTE FDStotal int bd etf$50,000948
+100.0%
0.01%
NNDM NewNANO DIMENSION LTDsponsord ads new$53,00015,023
+100.0%
0.01%
IXN NewISHARES TRglobal tech etf$51,000876
+100.0%
0.01%
VIOO NewVANGUARD ADMIRAL FDS INCsmllcp 600 idx$50,000252
+100.0%
0.01%
ITOT NewISHARES TRcore s&p ttl stk$51,000501
+100.0%
0.01%
MSTR NewMICROSTRATEGY INCcl a new$53,000108
+100.0%
0.01%
XLP NewSELECT SECTOR SPDR TRsbi cons stpls$51,000669
+100.0%
0.01%
LNT NewALLIANT ENERGY CORP$50,000800
+100.0%
0.01%
PSN NewPARSONS CORP DEL$51,0001,310
+100.0%
0.01%
FERG NewFERGUSON PLC NEW$47,000353
+100.0%
0.01%
NEE NewNEXTERA ENERGY INC$47,000552
+100.0%
0.01%
KMX NewCARMAX INC$48,000500
+100.0%
0.01%
DXC NewDXC TECHNOLOGY CO$49,0001,495
+100.0%
0.01%
QCLN NewFIRST TR EXCHANGE-TRADED FDnas clnedg green$48,000740
+100.0%
0.01%
WY NewWEYERHAEUSER CO MTN BE$47,0001,240
+100.0%
0.01%
IIPR NewINNOVATIVE INDL PPTYS INC$47,000230
+100.0%
0.01%
MMM New3M CO$47,000318
+100.0%
0.01%
LIT NewGLOBAL X FDSlithium btry etf$49,000634
+100.0%
0.01%
DOW NewDOW INC$46,000728
+100.0%
0.01%
DRI NewDARDEN RESTAURANTS INC$45,000341
+100.0%
0.01%
SPYG NewSPDR SER TRprtflo s&p500 gw$43,000649
+100.0%
0.01%
USB NewUS BANCORP DEL$43,000811
+100.0%
0.01%
UBER NewUBER TECHNOLOGIES INC$46,0001,288
+100.0%
0.01%
IPAC NewISHARES TRcore msci pac$44,000719
+100.0%
0.01%
BSCO NewINVESCO EXCH TRD SLF IDX FD$46,0002,180
+100.0%
0.01%
RE NewEVEREST RE GROUP LTD$46,000151
+100.0%
0.01%
LUV NewSOUTHWEST AIRLS CO$46,0001,003
+100.0%
0.01%
FDT NewFIRST TR EXCH TRD ALPHDX FDdev mrk ex us$44,000767
+100.0%
0.01%
VAC NewMARRIOTT VACATIONS WORLDWIDE$45,000283
+100.0%
0.01%
ABBV NewABBVIE INC$42,000257
+100.0%
0.01%
LYB NewLYONDELLBASELL INDUSTRIES N$41,000400
+100.0%
0.01%
BMY NewBRISTOL-MYERS SQUIBB CO$40,000547
+100.0%
0.01%
IDLV NewINVESCO EXCH TRADED FD TR IIs&p intl low$42,0001,340
+100.0%
0.01%
BNTX NewBIONTECH SEsponsored ads$42,000247
+100.0%
0.01%
RWO NewSPDR INDEX SHS FDSdj glb rl es etf$42,000777
+100.0%
0.01%
ED NewCONSOLIDATED EDISON INC$39,000415
+100.0%
0.01%
PSX NewPHILLIPS 66$39,000449
+100.0%
0.01%
BIV NewVANGUARD BD INDEX FDSintermed term$40,000487
+100.0%
0.01%
PHG NewKONINKLIJKE PHILIPS N V$41,0001,340
+100.0%
0.01%
UTL NewUNITIL CORP$36,000718
+100.0%
0.01%
SPYV NewSPDR SER TRprtflo s&p500 vl$37,000896
+100.0%
0.01%
EWX NewSPDR INDEX SHS FDSs&p emktsc etf$38,000666
+100.0%
0.01%
ACGL NewARCH CAP GROUP LTDord$36,000738
+100.0%
0.01%
IYR NewISHARES TRu.s. real es etf$38,000350
+100.0%
0.01%
IWC NewISHARES TRmicro-cap etf$38,000297
+100.0%
0.01%
HDB NewHDFC BANK LTDsponsored ads$38,000614
+100.0%
0.01%
ITM NewVANECK ETF TRUSTintrmdt muni etf$37,000778
+100.0%
0.01%
KMB NewKIMBERLY-CLARK CORP$37,000303
+100.0%
0.01%
MGM NewMGM RESORTS INTERNATIONAL$37,000875
+100.0%
0.01%
DDOG NewDATADOG INC$33,000217
+100.0%
0.01%
SPTS NewSPDR SER TRportfolio sh tsr$32,0001,087
+100.0%
0.01%
NOVT NewNOVANTA INC$33,000235
+100.0%
0.01%
SCZ NewISHARES TReafe sml cp etf$33,000501
+100.0%
0.01%
MJ NewETF MANAGERS TRetfmg altr hrvst$35,0003,388
+100.0%
0.01%
APPN NewAPPIAN CORPcl a$34,000563
+100.0%
0.01%
ALL NewALLSTATE CORP$35,000255
+100.0%
0.01%
F NewFORD MTR CO DEL$35,0002,056
+100.0%
0.01%
BIDU NewBAIDU INCspon adr rep a$34,000259
+100.0%
0.01%
MPWR NewMONOLITHIC PWR SYS INC$35,00072
+100.0%
0.01%
WTMF NewWISDOMTREE TRfutre strat fd$33,000909
+100.0%
0.01%
CBFV NewCB FINL SVCS INC$32,0001,322
+100.0%
0.01%
VAW NewVANGUARD WORLD FDSmaterials etf$32,000164
+100.0%
0.01%
HDV NewISHARES TRcore high dv etf$33,000307
+100.0%
0.01%
AOR NewISHARES TRgrwt allocat etf$32,000587
+100.0%
0.01%
PEP NewPEPSICO INC$33,000198
+100.0%
0.01%
AMGN NewAMGEN INC$28,000116
+100.0%
0.01%
BWZ NewSPDR SER TRbloomberg short$31,0001,065
+100.0%
0.01%
BLOK NewAMPLIFY ETF TRblockchain ldr$31,000920
+100.0%
0.01%
SJNK NewSPDR SER TRbloomberg sht te$30,0001,157
+100.0%
0.01%
ROKT NewSPDR SER TRs&p kensho final$29,000700
+100.0%
0.01%
APTV NewAPTIV PLC$31,000260
+100.0%
0.01%
BSX NewBOSTON SCIENTIFIC CORP$29,000645
+100.0%
0.01%
CLF NewCLEVELAND-CLIFFS INC NEW$29,000900
+100.0%
0.01%
EMR NewEMERSON ELEC CO$30,000305
+100.0%
0.01%
FXZ NewFIRST TR EXCHANGE TRADED FDmaterials alph$30,000425
+100.0%
0.01%
PSCT NewINVESCO EXCH TRADED FD TR IIs&p smlcp info$28,000202
+100.0%
0.01%
XSLV NewINVESCO EXCH TRADED FD TR IIs&p smlcp low$29,000596
+100.0%
0.01%
IYH NewISHARES TRus hlthcare etf$29,000100
+100.0%
0.01%
TWTR NewTWITTER INC$29,000761
+100.0%
0.01%
JD NewJD.COM INCspon adr cl a$29,000497
+100.0%
0.01%
IVOL NewKRANESHARES TRquadrtc int rt$30,0001,174
+100.0%
0.01%
MET NewMETLIFE INC$28,000403
+100.0%
0.01%
RNR NewRENAISSANCERE HLDGS LTD$28,000176
+100.0%
0.01%
NCLH NewNORWEGIAN CRUISE LINE HLDG L$29,0001,330
+100.0%
0.01%
RIO NewRIO TINTO PLCsponsored adr$28,000346
+100.0%
0.01%
NewRIVIAN AUTOMOTIVE INC$30,000605
+100.0%
0.01%
NICE NewNICE LTDsponsored adr$25,000116
+100.0%
0.01%
PSMC NewINVESCO ACTIVELY MANAGED ETFcnsrtv mlt ast$25,0001,900
+100.0%
0.01%
IONS NewIONIS PHARMACEUTICALS INC$25,000676
+100.0%
0.01%
IVW NewISHARES TRs&p 500 grwt etf$27,000349
+100.0%
0.01%
FDX NewFEDEX CORP$25,000108
+100.0%
0.01%
VFH NewVANGUARD WORLD FDSfinancials etf$25,000266
+100.0%
0.01%
XAR NewSPDR SER TRaerospace def$25,000200
+100.0%
0.01%
VMW NewVMWARE INC$25,000222
+100.0%
0.01%
FCX NewFREEPORT-MCMORAN INCcl b$26,000527
+100.0%
0.01%
BUG NewGLOBAL X FDScybrscurty etf$26,000835
+100.0%
0.01%
OXY NewOCCIDENTAL PETE CORP$26,000450
+100.0%
0.01%
EA NewELECTRONIC ARTS INC$26,000206
+100.0%
0.01%
GSLC NewGOLDMAN SACHS ETF TRactivebeta us lg$26,000290
+100.0%
0.01%
VTIP NewVANGUARD MALVERN FDSstrm infproidx$26,000500
+100.0%
0.01%
HRL NewHORMEL FOODS CORP$26,000500
+100.0%
0.01%
IYK NewISHARES TRus consm staples$21,000107
+100.0%
0.01%
IDEV NewISHARES TRcore msci intl$22,000350
+100.0%
0.01%
REET NewISHARES TRglobal reit etf$21,000711
+100.0%
0.01%
TJX NewTJX COS INC NEW$24,000400
+100.0%
0.01%
AAL NewAMERICAN AIRLS GROUP INC$21,0001,174
+100.0%
0.01%
MRNA NewMODERNA INC$21,000120
+100.0%
0.01%
IRDM NewIRIDIUM COMMUNICATIONS INC$22,000558
+100.0%
0.01%
SPMD NewSPDR SER TRportfolio s&p400$22,000465
+100.0%
0.01%
TAN NewINVESCO EXCH TRADED FD TR IIsolar etf$23,000300
+100.0%
0.01%
HIG NewHARTFORD FINL SVCS GROUP INC$21,000295
+100.0%
0.01%
NTNX NewNUTANIX INCcl a$21,000797
+100.0%
0.01%
ODFL NewOLD DOMINION FREIGHT LINE IN$21,00070
+100.0%
0.01%
VHT NewVANGUARD WORLD FDShealth car etf$24,00093
+100.0%
0.01%
TDTF NewFLEXSHARES TRiboxx 5yr trgt$24,000900
+100.0%
0.01%
FVD NewFIRST TR VALUE LINE DIVID IN$24,000568
+100.0%
0.01%
FITB NewFIFTH THIRD BANCORP$23,000524
+100.0%
0.01%
PTLC NewPACER FDS TRtrendp us lar cp$21,000535
+100.0%
0.01%
PTMC NewPACER FDS TRtrendp us mid cp$21,000611
+100.0%
0.01%
VGIT NewVANGUARD SCOTTSDALE FDSinter term treas$22,000352
+100.0%
0.01%
EQIX NewEQUINIX INC$23,00031
+100.0%
0.01%
D NewDOMINION ENERGY INC$21,000242
+100.0%
0.01%
XLU NewSELECT SECTOR SPDR TRsbi int-utils$21,000277
+100.0%
0.01%
DE NewDEERE & CO$21,00050
+100.0%
0.01%
XME NewSPDR SER TRs&p metals mng$24,000395
+100.0%
0.01%
O NewREALTY INCOME CORP$21,000300
+100.0%
0.01%
FNDX NewSCHWAB STRATEGIC TRschwab fdt us lg$24,000405
+100.0%
0.01%
NewSHELL PLCspon ads$22,000409
+100.0%
0.01%
FLRN NewSPDR SER TRbloomberg invt$21,000700
+100.0%
0.01%
KHC NewKRAFT HEINZ CO$22,000565
+100.0%
0.01%
VTV NewVANGUARD INDEX FDSvalue etf$17,000114
+100.0%
0.01%
DGRO NewISHARES TRcore div grwth$20,000380
+100.0%
0.01%
VFC NewV F CORP$17,000300
+100.0%
0.01%
MOS NewMOSAIC CO NEW$20,000300
+100.0%
0.01%
BIO NewBIO RAD LABS INCcl a$19,00033
+100.0%
0.01%
PETQ NewPETIQ INC$20,000834
+100.0%
0.01%
DUK NewDUKE ENERGY CORP NEW$20,000176
+100.0%
0.01%
FTHY NewFIRST TR HIGH YIELD OPPRT 20$17,0001,000
+100.0%
0.01%
PODD NewINSULET CORP$19,00070
+100.0%
0.01%
MNA NewINDEXIQ ETF TRiq mrgr arb etf$18,000559
+100.0%
0.01%
FMB NewFIRST TR EXCH TRADED FD IIImanagd mun etf$17,000320
+100.0%
0.01%
BITQ NewEXCHANGE TRADED CONCEPTS TRbitwise crypto$17,000975
+100.0%
0.01%
USCI NewUNITED STS COMMODITY INDEX F$17,000300
+100.0%
0.01%
VTWG NewVANGUARD SCOTTSDALE FDSvng rus2000grw$20,000105
+100.0%
0.01%
NSC NewNORFOLK SOUTHN CORP$20,00070
+100.0%
0.01%
KEY NewKEYCORP$18,000790
+100.0%
0.01%
FUTY NewFIDELITY COVINGTON TRUSTmsci utils index$17,000348
+100.0%
0.01%
NGG NewNATIONAL GRID PLCsponsored adr ne$19,000250
+100.0%
0.01%
SCHD NewSCHWAB STRATEGIC TRus dividend eq$19,000235
+100.0%
0.01%
UNP NewUNION PAC CORP$18,00067
+100.0%
0.01%
MS NewMORGAN STANLEY$17,000200
+100.0%
0.01%
HCAT NewHEALTH CATALYST INC$18,000696
+100.0%
0.01%
DVY NewISHARES TRselect divid etf$19,000150
+100.0%
0.01%
IXC NewISHARES TRglobal energ etf$20,000542
+100.0%
0.01%
QLYS NewQUALYS INC$17,000116
+100.0%
0.01%
PWV NewINVESCO EXCHANGE TRADED FD Tdynmc lrg valu$20,000400
+100.0%
0.01%
XSMO NewINVESCO EXCHANGE TRADED FD Ts&p smlcp moment$17,000320
+100.0%
0.01%
XMMO NewINVESCO EXCHANGE TRADED FD Ts&p mdcp momntum$17,000198
+100.0%
0.01%
BSJM NewINVESCO EXCH TRD SLF IDX FD$20,000858
+100.0%
0.01%
GTIP NewGOLDMAN SACHS ETF TRaccess inflati$20,000350
+100.0%
0.01%
PLNT NewPLANET FITNESS INCcl a$19,000228
+100.0%
0.01%
VRTX NewVERTEX PHARMACEUTICALS INC$20,00075
+100.0%
0.01%
HYLB NewDBX ETF TRxtrack usd high$18,000487
+100.0%
0.01%
CRH NewCRH PLCadr$14,000350
+100.0%
0.00%
ALK NewALASKA AIR GROUP INC$13,000224
+100.0%
0.00%
RYU NewINVESCO EXCHANGE TRADED FD Ts&p500 eql utl$16,000132
+100.0%
0.00%
IP NewINTERNATIONAL PAPER CO$13,000276
+100.0%
0.00%
VOOV NewVANGUARD ADMIRAL FDS INC500 val idx fd$15,000102
+100.0%
0.00%
REZ NewISHARES TRresidential mult$16,000170
+100.0%
0.00%
GBF NewISHARES TRgov/cred bd etf$15,000129
+100.0%
0.00%
QQQX NewNUVEEN NASDAQ 100 DYNAMIC OV$16,000577
+100.0%
0.00%
SPXX NewNUVEEN S&P 500 DYNAMIC OVERW$14,000775
+100.0%
0.00%
NUAG NewNUSHARES ETF TRnuveen enhnc yld$15,000633
+100.0%
0.00%
USIG NewISHARES TRusd inv grde etf$14,000260
+100.0%
0.00%
VEU NewVANGUARD INTL EQUITY INDEX Fallwrld ex us$13,000225
+100.0%
0.00%
MGEE NewMGE ENERGY INC$16,000200
+100.0%
0.00%
KBH NewKB HOME$14,000440
+100.0%
0.00%
SONO NewSONOS INC$14,000500
+100.0%
0.00%
AFIN NewTHE NECESSITY RETAIL REIT IN$16,0002,000
+100.0%
0.00%
SHM NewSPDR SER TRnuveen blmbrg sh$15,000311
+100.0%
0.00%
SWBI NewSMITH & WESSON BRANDS INC$16,0001,050
+100.0%
0.00%
PVH NewPVH CORPORATION$15,000200
+100.0%
0.00%
XSW NewSPDR SER TR$13,00086
+100.0%
0.00%
EXAS NewEXACT SCIENCES CORP$13,000190
+100.0%
0.00%
KGC NewKINROSS GOLD CORP$15,0002,580
+100.0%
0.00%
KEYS NewKEYSIGHT TECHNOLOGIES INC$16,000100
+100.0%
0.00%
DOCS NewDOXIMITY INCcl a$13,000250
+100.0%
0.00%
EL NewLAUDER ESTEE COS INCcl a$14,00052
+100.0%
0.00%
ABMD NewABIOMED INC$14,00042
+100.0%
0.00%
LTPZ NewPIMCO ETF TR15+ yr us tips$15,000177
+100.0%
0.00%
HYS NewPIMCO ETF TR0-5 high yield$16,000163
+100.0%
0.00%
PDI NewPIMCO DYNAMIC INCOME FD$16,000665
+100.0%
0.00%
PLUG NewPLUG POWER INC$15,000509
+100.0%
0.00%
POWI NewPOWER INTEGRATIONS INC$13,000142
+100.0%
0.00%
TROW NewPRICE T ROWE GROUP INC$15,000100
+100.0%
0.00%
CGNX NewCOGNEX CORP$13,000170
+100.0%
0.00%
CFG NewCITIZENS FINL GROUP INC$15,000323
+100.0%
0.00%
C NewCITIGROUP INC$15,000272
+100.0%
0.00%
CMG NewCHIPOTLE MEXICAN GRILL INC$16,00010
+100.0%
0.00%
CTLT NewCATALENT INC$13,000118
+100.0%
0.00%
XLB NewSELECT SECTOR SPDR TRsbi materials$16,000181
+100.0%
0.00%
BSCQ NewINVESCO EXCH TRD SLF IDX FD$14,000700
+100.0%
0.00%
GIB NewCGI INCcl a sub vtg$13,000164
+100.0%
0.00%
PSA NewPUBLIC STORAGE$13,00034
+100.0%
0.00%
TECH NewBIO-TECHNE CORP$14,00032
+100.0%
0.00%
TRNO NewTERRENO RLTY CORP$15,000205
+100.0%
0.00%
SUB NewISHARES TRshrt nat mun etf$16,000152
+100.0%
0.00%
TSN NewTYSON FOODS INCcl a$16,000176
+100.0%
0.00%
ICF NewISHARES TRcohen steer reit$15,000216
+100.0%
0.00%
MRVL NewMARVELL TECHNOLOGY INC$13,000178
+100.0%
0.00%
EEM NewISHARES TRmsci emg mkt etf$15,000333
+100.0%
0.00%
TOTL NewSSGA ACTIVE ETF TRspdr tr tactic$13,000293
+100.0%
0.00%
BKF NewISHARES INCmsci bic etf$15,000385
+100.0%
0.00%
FM NewISHARES INCmsci frontier$15,000463
+100.0%
0.00%
NewWORLD GOLD TRspdr gld minis$15,000381
+100.0%
0.00%
CHTR NewCHARTER COMMUNICATIONS INC Ncl a$11,00021
+100.0%
0.00%
WELL NewWELLTOWER INC$12,000120
+100.0%
0.00%
MMSI NewMERIT MED SYS INC$10,000143
+100.0%
0.00%
ACWX NewISHARES TRmsci acwi ex us$11,000210
+100.0%
0.00%
TFI NewSPDR SER TRnuveen blmbrg mu$10,000216
+100.0%
0.00%
LAC NewLITHIUM AMERS CORP NEW$11,000292
+100.0%
0.00%
FGD NewFIRST TR EXCHANGE TRADED FDdj glbl divid$10,000390
+100.0%
0.00%
CP NewCANADIAN PAC RY LTD$10,000125
+100.0%
0.00%
NewAIRSCULPT TECHNOLOGIES INC$12,000909
+100.0%
0.00%
ICUI NewICU MED INC$10,00047
+100.0%
0.00%
SILJ NewETF MANAGERS TRprime junir slvr$11,000800
+100.0%
0.00%
NTSX NewWISDOMTREE TRus efficient cor$12,000287
+100.0%
0.00%
GOLD NewBARRICK GOLD CORP$12,000474
+100.0%
0.00%
XOP NewSPDR SER TRs&p oilgas exp$10,00072
+100.0%
0.00%
ROST NewROSS STORES INC$12,000133
+100.0%
0.00%
DKS NewDICKS SPORTING GOODS INC$11,000108
+100.0%
0.00%
PSCF NewINVESCO EXCH TRADED FD TR IIs&p smlcp finl$12,000204
+100.0%
0.00%
NewBATH & BODY WORKS INC$10,000203
+100.0%
0.00%
GMED NewGLOBUS MED INCcl a$10,000131
+100.0%
0.00%
TGT NewTARGET CORP$12,00058
+100.0%
0.00%
RUN NewSUNRUN INC$11,000350
+100.0%
0.00%
AUMN NewGOLDEN MINERALS CO$12,00023,200
+100.0%
0.00%
TSCO NewTRACTOR SUPPLY CO$10,00042
+100.0%
0.00%
IGF NewISHARES TRglb infrastr etf$10,000200
+100.0%
0.00%
KIM NewKIMCO RLTY CORP$10,000419
+100.0%
0.00%
KMI NewKINDER MORGAN INC DEL$11,000580
+100.0%
0.00%
ALLY NewALLY FINL INC$11,000252
+100.0%
0.00%
PSCD NewINVESCO EXCH TRADED FD TR IIs&p smlcp disc$10,000113
+100.0%
0.00%
WM NewWASTE MGMT INC DEL$10,00062
+100.0%
0.00%
IRBT NewIROBOT CORP$10,000165
+100.0%
0.00%
ROLL NewRBC BEARINGS INC$10,00050
+100.0%
0.00%
KWR NewQUAKER HOUGHTON$10,00060
+100.0%
0.00%
CLX NewCLOROX CO DEL$10,00070
+100.0%
0.00%
BDX NewBECTON DICKINSON & CO$11,00042
+100.0%
0.00%
SMB NewVANECK ETF TRUSTvaneck shrt muni$11,000615
+100.0%
0.00%
BAX NewBAXTER INTL INC$10,000130
+100.0%
0.00%
EWU NewISHARES TRmsci uk etf new$7,000212
+100.0%
0.00%
AXON NewAXON ENTERPRISE INC$6,00040
+100.0%
0.00%
FNGS NewBANK MONTREAL QUEnt lkd 38$9,000300
+100.0%
0.00%
BZUN NewBAOZUN INCsponsored adr$7,000856
+100.0%
0.00%
BERY NewBERRY GLOBAL GROUP INC$7,000114
+100.0%
0.00%
BHP NewBHP GROUP LTDsponsored ads$8,000102
+100.0%
0.00%
BKNG NewBOOKING HOLDINGS INC$9,0004
+100.0%
0.00%
CDK NewCDK GLOBAL INC$9,000194
+100.0%
0.00%
CI NewCIGNA CORP NEW$9,00036
+100.0%
0.00%
CGC NewCANOPY GROWTH CORP$7,000863
+100.0%
0.00%
CARR NewCARRIER GLOBAL CORPORATION$8,000165
+100.0%
0.00%
CASY NewCASEYS GEN STORES INC$6,00028
+100.0%
0.00%
NewCION INVT CORP$7,000451
+100.0%
0.00%
KO NewCOCA COLA CO$7,000115
+100.0%
0.00%
COIN NewCOINBASE GLOBAL INC$9,00050
+100.0%
0.00%
GLW NewCORNING INC$6,000150
+100.0%
0.00%
DELL NewDELL TECHNOLOGIES INCcl c$8,000160
+100.0%
0.00%
DRD NewDRDGOLD LIMITEDspon adr repstg$7,000735
+100.0%
0.00%
EBAY NewEBAY INC.$7,000119
+100.0%
0.00%
EVR NewEVERCORE INCclass a$7,00067
+100.0%
0.00%
GILD NewGILEAD SCIENCES INC$7,000121
+100.0%
0.00%
BOTZ NewGLOBAL X FDSrbtcs artfl inte$7,000230
+100.0%
0.00%
GPK NewGRAPHIC PACKAGING HLDG CO$6,000300
+100.0%
0.00%
PEAK NewHEALTHPEAK PROPERTIES INC$7,000200
+100.0%
0.00%
HUM NewHUMANA INC$7,00016
+100.0%
0.00%
PBE NewINVESCO EXCHANGE TRADED FD Tdynmc biotech$9,000150
+100.0%
0.00%
PSCI NewINVESCO EXCH TRADED FD TR IIs&p smlcp indl$7,00076
+100.0%
0.00%
PSCH NewINVESCO EXCH TRADED FD TR IIs&p smlcp helt$7,00046
+100.0%
0.00%
IRM NewIRON MTN INC NEW$6,000115
+100.0%
0.00%
EWA NewISHARES INCmsci aust etf$7,000250
+100.0%
0.00%
IWO NewISHARES TRrus 2000 grw etf$8,00033
+100.0%
0.00%
USRT NewISHARES TRcre u s reit etf$6,00098
+100.0%
0.00%
IEI NewISHARES TR3 7 yr treas bd$8,00063
+100.0%
0.00%
AAON NewAAON INC$6,000109
+100.0%
0.00%
JBLU NewJETBLUE AWYS CORP$7,000500
+100.0%
0.00%
LSTR NewLANDSTAR SYS INC$6,00037
+100.0%
0.00%
LFUS NewLITTELFUSE INC$8,00031
+100.0%
0.00%
LULU NewLULULEMON ATHLETICA INC$8,00023
+100.0%
0.00%
MASI NewMASIMO CORP$9,00060
+100.0%
0.00%
MKTY NewSOLUNA HOLDINGS INC$6,000500
+100.0%
0.00%
NIO NewNIO INCspon ads$8,000400
+100.0%
0.00%
NewNEW FOUND GOLD CORP$6,000945
+100.0%
0.00%
ORI NewOLD REP INTL CORP$9,000334
+100.0%
0.00%
OGN NewORGANON & CO$7,000202
+100.0%
0.00%
OVV NewOVINTIV INC$6,000104
+100.0%
0.00%
PAYX NewPAYCHEX INC$9,00065
+100.0%
0.00%
PRLB NewPROTO LABS INC$8,000145
+100.0%
0.00%
PSTG NewPURE STORAGE INCcl a$7,000210
+100.0%
0.00%
FEZ NewSPDR INDEX SHS FDSeuro stoxx 50$9,000224
+100.0%
0.00%
SPSB NewSPDR SER TRportfolio short$7,000234
+100.0%
0.00%
SDY NewSPDR SER TRs&p divid etf$8,00065
+100.0%
0.00%
SIVB NewSVB FINANCIAL GROUP$7,00013
+100.0%
0.00%
SLB NewSCHLUMBERGER LTD$7,000177
+100.0%
0.00%
XLC NewSELECT SECTOR SPDR TR$6,00086
+100.0%
0.00%
SPLK NewSPLUNK INC$8,00055
+100.0%
0.00%
SYF NewSYNCHRONY FINANCIAL$6,000166
+100.0%
0.00%
TXRH NewTEXAS ROADHOUSE INC$7,00089
+100.0%
0.00%
TRU NewTRANSUNION$6,00058
+100.0%
0.00%
TCOM NewTRIP COM GROUP LTDads$9,000396
+100.0%
0.00%
VSS NewVANGUARD INTL EQUITY INDEX Fftse smcap etf$8,00066
+100.0%
0.00%
VDE NewVANGUARD WORLD FDSenergy etf$9,00080
+100.0%
0.00%
WPC NewWP CAREY INC$6,00080
+100.0%
0.00%
WAL NewWESTERN ALLIANCE BANCORP$8,00098
+100.0%
0.00%
AGGY NewWISDOMTREE TRyield enhancd us$9,000185
+100.0%
0.00%
EMCB NewWISDOMTREE TRwsdm emktbd fd$9,000135
+100.0%
0.00%
SHAG NewWISDOMTREE TRyield enhanced$6,000134
+100.0%
0.00%
WH NewWYNDHAM HOTELS & RESORTS INC$9,000101
+100.0%
0.00%
DXCM NewDEXCOM INC$5,00010
+100.0%
0.00%
DVN NewDEVON ENERGY CORP NEW$3,00050
+100.0%
0.00%
PDCE NewPDC ENERGY INC$4,00060
+100.0%
0.00%
DAR NewDARLING INGREDIENTS INC$2,00024
+100.0%
0.00%
DNMR NewDANIMER SCIENTIFIC INC$2,000400
+100.0%
0.00%
NewKYNDRYL HLDGS INC$4,000319
+100.0%
0.00%
VRSN NewVERISIGN INC$4,00019
+100.0%
0.00%
CPG NewCRESCENT PT ENERGY CORP$4,000500
+100.0%
0.00%
OFC NewCORPORATE OFFICE PPTYS TRsh ben int$4,000131
+100.0%
0.00%
KRBN NewKRANESHARES TRglobal carb stra$5,000100
+100.0%
0.00%
VTRS NewVIATRIS INC$2,000229
+100.0%
0.00%
NewVICTORIAS SECRET AND CO$3,00066
+100.0%
0.00%
KSS NewKOHLS CORP$3,00050
+100.0%
0.00%
CNDT NewCONDUENT INC$4,000700
+100.0%
0.00%
JPST NewJ P MORGAN EXCHANGE TRADED Fultra shrt inc$3,00064
+100.0%
0.00%
CMPS NewCOMPASS PATHWAYS PLCsponsored ads$2,000150
+100.0%
0.00%
ICVT NewISHARES TRconv bd etf$5,00058
+100.0%
0.00%
VUZI NewVUZIX CORP$2,000330
+100.0%
0.00%
GLTR NewABRDN PRECIOUS METALS BASKETphyscl precs met$3,00028
+100.0%
0.00%
WAB NewWABTEC$3,00036
+100.0%
0.00%
AIMC NewALTRA INDL MOTION CORP$2,00040
+100.0%
0.00%
WBA NewWALGREENS BOOTS ALLIANCE INC$2,00043
+100.0%
0.00%
CL NewCOLGATE PALMOLIVE CO$3,00033
+100.0%
0.00%
TMO NewTHERMO FISHER SCIENTIFIC INC$2,0004
+100.0%
0.00%
CPF NewCENTRAL PAC FINL CORP$5,000166
+100.0%
0.00%
SH NewPROSHARES TRshort s&p 500 ne$2,000127
+100.0%
0.00%
ICL NewICL GROUP LTD$2,000150
+100.0%
0.00%
WLK NewWESTLAKE CORPORATION$3,00025
+100.0%
0.00%
DOG NewPROSHARES TR$3,00088
+100.0%
0.00%
CVGW NewCALAVO GROWERS INC$2,00051
+100.0%
0.00%
COG NewCOTERRA ENERGY INC$2,00056
+100.0%
0.00%
JEQ NewABRDN JAPAN EQUITY FUND INC$3,000400
+100.0%
0.00%
CIXX NewCI FINL CORP$2,000100
+100.0%
0.00%
CHRW NewC H ROBINSON WORLDWIDE INC$3,00031
+100.0%
0.00%
DGRW NewWISDOMTREE TRus qtly div grt$2,00028
+100.0%
0.00%
MEAR NewISHARES U S ETF TRblackrock short$4,00081
+100.0%
0.00%
TLRY NewTILRAY BRANDS INC$3,000339
+100.0%
0.00%
BTI NewBRITISH AMERN TOB PLCsponsored adr$2,00047
+100.0%
0.00%
RWM NewPROSHARES TRshrt russell2000$2,000104
+100.0%
0.00%
TTC NewTORO CO$5,00060
+100.0%
0.00%
PLTR NewPALANTIR TECHNOLOGIES INCcl a$2,000150
+100.0%
0.00%
BYND NewBEYOND MEAT INC$4,00091
+100.0%
0.00%
APD NewAIR PRODS & CHEMS INC$5,00022
+100.0%
0.00%
TNL NewTRAVEL PLUS LEISURE CO$2,00031
+100.0%
0.00%
BRY NewBERRY CORP$2,000150
+100.0%
0.00%
Z NewZILLOW GROUP INCcl c cap stk$5,000100
+100.0%
0.00%
ZTS NewZOETIS INCcl a$3,00016
+100.0%
0.00%
ZM NewZOOM VIDEO COMMUNICATIONS INcl a$4,00036
+100.0%
0.00%
BK NewBANK NEW YORK MELLON CORP$3,00066
+100.0%
0.00%
AN NewAUTONATION INC$5,00050
+100.0%
0.00%
NEXA NewNEXA RES S A$2,000200
+100.0%
0.00%
ATHA NewATHIRA PHARMA INC$4,000300
+100.0%
0.00%
AAXJ NewISHARES TRmsci ac asia etf$3,00034
+100.0%
0.00%
AZN NewASTRAZENECA PLCsponsored adr$5,00081
+100.0%
0.00%
ANET NewARISTA NETWORKS INC$4,00032
+100.0%
0.00%
VIXY NewPROSHARES TR IIvix sh trm futrs$2,000140
+100.0%
0.00%
ONB NewOLD NATL BANCORP IND$4,000259
+100.0%
0.00%
HELE NewHELEN OF TROY LTD$5,00026
+100.0%
0.00%
ANTM NewELEVANCE HEALTH INC$5,00010
+100.0%
0.00%
JRVR NewJAMES RIV GROUP LTD$4,000156
+100.0%
0.00%
IYM NewISHARES TRu.s. bas mtl etf$4,00030
+100.0%
0.00%
OXYWS NewOCCIDENTAL PETE CORP*w exp 08/03/202$3,00075
+100.0%
0.00%
IYG NewISHARES TRu.s. fin svc etf$4,00024
+100.0%
0.00%
AMSF NewAMERISAFE INC$3,00066
+100.0%
0.00%
AAT NewAMERICAN ASSETS TR INC$5,000126
+100.0%
0.00%
ALE NewALLETE INC$4,00054
+100.0%
0.00%
STE NewSTERIS PLC$3,00014
+100.0%
0.00%
USAU NewU S GOLD CORP$4,000605
+100.0%
0.00%
KBE NewSPDR SER TRs&p bk etf$2,00045
+100.0%
0.00%
XRT NewSPDR SER TRs&p retail etf$2,00028
+100.0%
0.00%
IGN NewISHARES TRna tec multm etf$3,00042
+100.0%
0.00%
SCHE NewSCHWAB STRATEGIC TRemrg mkteq etf$2,00082
+100.0%
0.00%
EBND NewSPDR SER TRbloomberg emergi$2,00070
+100.0%
0.00%
SLYV NewSPDR SER TRs&p 600 smcp val$2,00024
+100.0%
0.00%
IWP NewISHARES TRrus md cp gr etf$3,00032
+100.0%
0.00%
ROKU NewROKU INC$4,00033
+100.0%
0.00%
RCKT NewROCKET PHARMACEUTICALS INC$2,000100
+100.0%
0.00%
SCHF NewSCHWAB STRATEGIC TRintl eqty etf$3,00083
+100.0%
0.00%
DGX NewQUEST DIAGNOSTICS INC$5,00036
+100.0%
0.00%
QCOM NewQUALCOMM INC$5,00034
+100.0%
0.00%
QRVO NewQORVO INC$4,00033
+100.0%
0.00%
ULTA NewULTA BEAUTY INC$3,0007
+100.0%
0.00%
SILV NewSILVERCREST METALS INC$5,000517
+100.0%
0.00%
EWG NewISHARES INCmsci germany etf$5,000163
+100.0%
0.00%
DNOW NewNOW INC$2,000150
+100.0%
0.00%
EWL NewISHARES INCmsci switzerland$2,00038
+100.0%
0.00%
EPP NewISHARES INCmsci pac jp etf$3,00052
+100.0%
0.00%
EZU NewISHARES INCmsci eurzone etf$5,000125
+100.0%
0.00%
LEMB NewISHARES INCjp morgan em etf$4,000105
+100.0%
0.00%
EWC NewISHARES INCmsci cda etf$2,00042
+100.0%
0.00%
VLO NewVALERO ENERGY CORP$3,00025
+100.0%
0.00%
NKLA NewNIKOLA CORP$2,000200
+100.0%
0.00%
IQ NewIQIYI INCsponsored ads$5,0001,069
+100.0%
0.00%
IQV NewIQVIA HLDGS INC$2,0008
+100.0%
0.00%
PSCU NewINVESCO EXCH TRADED FD TR IIs&p smlcp util$5,00080
+100.0%
0.00%
PZA NewINVESCO EXCH TRADED FD TR IInatl amt muni$4,000161
+100.0%
0.00%
DBC NewINVESCO DB COMMDY INDX TRCKunit$3,000134
+100.0%
0.00%
IOSP NewINNOSPEC INC$4,00048
+100.0%
0.00%
STLD NewSTEEL DYNAMICS INC$4,00044
+100.0%
0.00%
IAA NewIAA INC$2,00040
+100.0%
0.00%
HBAN NewHUNTINGTON BANCSHARES INC$4,000282
+100.0%
0.00%
HPP NewHUDSON PAC PPTYS INC$4,000130
+100.0%
0.00%
HOLX NewHOLOGIC INC$5,00062
+100.0%
0.00%
HCSG NewHEALTHCARE SVCS GROUP INC$2,00098
+100.0%
0.00%
HRTH NewHARTE HANKS INC$4,000534
+100.0%
0.00%
HCA NewHCA HEALTHCARE INC$3,00010
+100.0%
0.00%
NEM NewNEWMONT CORP$3,00036
+100.0%
0.00%
AAAU NewGOLDMAN SACHS PHYSICAL GOLDunit$2,000100
+100.0%
0.00%
GDDY NewGODADDY INCcl a$3,00030
+100.0%
0.00%
NYC NewNEW YORK CITY REIT INC$3,000246
+100.0%
0.00%
NewSTRONGHOLD DIGITAL MINING IN$3,000500
+100.0%
0.00%
GSK NewGSK PLCsponsored adr$4,00086
+100.0%
0.00%
GIS NewGENERAL MLS INC$4,00062
+100.0%
0.00%
GNRC NewGENERAC HLDGS INC$3,00010
+100.0%
0.00%
VGK NewVANGUARD INTL EQUITY INDEX Fftse europe etf$3,00055
+100.0%
0.00%
NRG NewNRG ENERGY INC$2,00043
+100.0%
0.00%
MSI NewMOTOROLA SOLUTIONS INC$2,0007
+100.0%
0.00%
FLJP NewFRANKLIN TEMPLETON ETF TRftse japan etf$2,00070
+100.0%
0.00%
MNRO NewMONRO INC$3,00077
+100.0%
0.00%
VIS NewVANGUARD WORLD FDSindustrial etf$3,00015
+100.0%
0.00%
SMPL NewSIMPLY GOOD FOODS CO$3,00075
+100.0%
0.00%
LMBS NewFIRST TR EXCHANGE-TRADED FDfst low oppt eft$3,00071
+100.0%
0.00%
MITK NewMITEK SYS INC$2,000125
+100.0%
0.00%
PGR NewPROGRESSIVE CORP$2,00018
+100.0%
0.00%
VGSH NewVANGUARD SCOTTSDALE FDSshort term treas$5,00080
+100.0%
0.00%
AG NewFIRST MAJESTIC SILVER CORP$5,000361
+100.0%
0.00%
FIBK NewFIRST INTST BANCSYSTEM INC$4,000108
+100.0%
0.00%
PRU NewPRUDENTIAL FINL INC$5,00040
+100.0%
0.00%
FSLY NewFASTLY INCcl a$4,000245
+100.0%
0.00%
AXU NewALEXCO RESOURCE CORP$3,0001,790
+100.0%
0.00%
VCLT NewVANGUARD SCOTTSDALE FDSlg-term cor bd$5,00055
+100.0%
0.00%
EVRI NewEVERI HLDGS INC$2,000100
+100.0%
0.00%
SHOO NewMADDEN STEVEN LTD$4,00096
+100.0%
0.00%
LUMN NewLUMEN TECHNOLOGIES INC$3,000224
+100.0%
0.00%
ET NewENERGY TRANSFER L P$3,000300
+100.0%
0.00%
TREE NewLENDINGTREE INC NEW$4,00032
+100.0%
0.00%
TTWO NewTAKE-TWO INTERACTIVE SOFTWAR$2,00015
+100.0%
0.00%
EGBN NewEAGLE BANCORP INC MD$5,00089
+100.0%
0.00%
PCG NewPG&E CORP$2,000150
+100.0%
0.00%
DOCU NewDOCUSIGN INC$2,00020
+100.0%
0.00%
TTM NewTATA MTRS LTDsponsored adr$2,00070
+100.0%
0.00%
EOG NewEOG RES INC$1,00010
+100.0%
0.00%
PSQ NewPROSHARES TRshort qqq new$1,00066
+100.0%
0.00%
TBT NewPROSHARES TR$1,00030
+100.0%
0.00%
ONLN NewPROSHARES TRonline rtl etf$05
+100.0%
0.00%
PAG NewPENSKE AUTOMOTIVE GRP INC$05
+100.0%
0.00%
XLRE NewSELECT SECTOR SPDR TRrl est sel sec$1,00028
+100.0%
0.00%
PNTG NewPENNANT GROUP INC$1,00062
+100.0%
0.00%
PRTY NewPARTY CITY HOLDCO INC$1,000200
+100.0%
0.00%
SRVR NewPACER FDS TRbnchmrk infra$04
+100.0%
0.00%
SITC NewSITE CTRS CORP$04
+100.0%
0.00%
PJT NewPJT PARTNERS INC$04
+100.0%
0.00%
OTIS NewOTIS WORLDWIDE CORP$03
+100.0%
0.00%
NewORION OFFICE REIT INC$030
+100.0%
0.00%
NewORGANIGRAM HLDGS INC$0300
+100.0%
0.00%
SRNE NewSORRENTO THERAPEUTICS INC$01
+100.0%
0.00%
SOS NewSOS LIMITEDspnsord ads new$1,000968
+100.0%
0.00%
LPRO NewOPEN LENDING CORP$1,00060
+100.0%
0.00%
OCSL NewOAKTREE SPECIALTY LENDING CO$1,000150
+100.0%
0.00%
STKL NewSUNOPTA INC$1,000150
+100.0%
0.00%
MNMD NewMIND MEDICINE MINDMED INC$0300
+100.0%
0.00%
MNKD NewMANNKIND CORP$04
+100.0%
0.00%
LHX NewL3HARRIS TECHNOLOGIES INC$1,0003
+100.0%
0.00%
LKQ NewLKQ CORP$010
+100.0%
0.00%
AKAM NewAKAMAI TECHNOLOGIES INC$04
+100.0%
0.00%
EWM NewISHARES INCmsci mly etf new$1,00046
+100.0%
0.00%
DDD New3-D SYS CORP DEL$1,00039
+100.0%
0.00%
NewTOAST INCcl a$1,00040
+100.0%
0.00%
AIA NewISHARES TRasia 50 etf$1,00011
+100.0%
0.00%
IJS NewISHARES TRsp smcp600vl etf$1,00014
+100.0%
0.00%
TWOU New2U INC$1,00080
+100.0%
0.00%
TYME NewTYME TECHNOLOGIES INC$1,0003,033
+100.0%
0.00%
IWN NewISHARES TRrus 2000 val etf$1,0008
+100.0%
0.00%
SHY NewISHARES TR1 3 yr treas bd$03
+100.0%
0.00%
EWD NewISHARES INCmsci sweden etf$012
+100.0%
0.00%
SLVP NewISHARES INCmsci glb slv&mtl$1,000100
+100.0%
0.00%
IMVT NewIMMUNOVANT INC$1,000150
+100.0%
0.00%
GPRO NewGOPRO INCcl a$010
+100.0%
0.00%
VNQI NewVANGUARD INTL EQUITY INDEX Fglb ex us etf$05
+100.0%
0.00%
ACRX NewACELRX PHARMACEUTICALS INC$0200
+100.0%
0.00%
GPS NewGAP INC$1,00050
+100.0%
0.00%
ARAY NewACCURAY INC$1,000200
+100.0%
0.00%
NewFRANKLIN BSP RLTY TR INC$1,00099
+100.0%
0.00%
FTV NewFORTIVE CORP$1,00010
+100.0%
0.00%
SKYY NewFIRST TR EXCHANGE TRADED FD$1,00014
+100.0%
0.00%
VOX NewVANGUARD WORLD FDS$1,0009
+100.0%
0.00%
FFIV NewF5 INC$1,0004
+100.0%
0.00%
EXC NewEXELON CORP$09
+100.0%
0.00%
EB NewEVENTBRITE INC$020
+100.0%
0.00%
EVC NewENTRAVISION COMMUNICATIONS Ccl a$1,000150
+100.0%
0.00%
EMKR NewEMCORE CORP$0100
+100.0%
0.00%
FIVG NewETF SER SOLUTIONSdefiance next$1,00015
+100.0%
0.00%
PHM NewPULTE GROUP INC$1,00031
+100.0%
0.00%
DFAT NewDIMENSIONAL ETF TRUSTus targeted vlu$1,00020
+100.0%
0.00%
DBI NewDESIGNER BRANDS INCcl a$1,000100
+100.0%
0.00%
CCRN NewCROSS CTRY HEALTHCARE INC$1,00050
+100.0%
0.00%
NewCONSTELLATION ENERGY CORP$03
+100.0%
0.00%
VMEO NewVIMEO INC$042
+100.0%
0.00%
VTSI NewVIRTRA INC$1,000150
+100.0%
0.00%
VNT NewVONTIER CORPORATION$04
+100.0%
0.00%
CBSH NewCOMMERCE BANCSHARES INC$1,00018
+100.0%
0.00%
CLSK NewCLEANSPARK INC$1,00050
+100.0%
0.00%
SAVA NewCASSAVA SCIENCES INC$010
+100.0%
0.00%
NewCAMBER ENERGY INC$01
+100.0%
0.00%
ANGI NewANGI INC$1,000110
+100.0%
0.00%
ELD NewWISDOMTREE TRem lcl debt fd$015
+100.0%
0.00%
BHF NewBRIGHTHOUSE FINL INC$03
+100.0%
0.00%
ADMA NewADMA BIOLOGICS INC$0100
+100.0%
0.00%
BCRX NewBIOCRYST PHARMACEUTICALS INC$025
+100.0%
0.00%
ACCO NewACCO BRANDS CORP$1,000150
+100.0%
0.00%
AUY NewYAMANA GOLD INC$025
+100.0%
0.00%
ACB NewAURORA CANNABIS INC$038
+100.0%
0.00%
ATRO NewASTRONICS CORP$1,00080
+100.0%
0.00%
NewARGO BLOCKCHAIN PLCads$1,000100
+100.0%
0.00%
AQB NewAQUABOUNTY TECHNOLOGIES INC$01
+100.0%
0.00%
JAZZ NewJAZZ PHARMACEUTICALS PLC$03
+100.0%
0.00%
NLY NewANNALY CAPITAL MANAGEMENT IN$058
+100.0%
0.00%
AMRS NewAMYRIS INC$1,000250
+100.0%
0.00%
NewRENEW ENERGY GLOBAL PLC$1,000100
+100.0%
0.00%
SGMO NewSANGAMO THERAPEUTICS INC$1,000150
+100.0%
0.00%
BWX NewSPDR SER TRbloomberg intl t$018
+100.0%
0.00%
NewSK TELECOM LTDsponsored adr$1,00030
+100.0%
0.00%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-08-15
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ISHARES TR7Q4 20227.9%
MSCI EAFE Index ETF7Q4 20225.5%
ISHARES TR7Q4 20224.2%
Ishares Tr Broad Usd High7Q4 20223.4%
S&P 500 Index ETF7Q4 20223.1%
ISHARES TR7Q4 20222.5%
APPLE INC7Q4 20222.1%
MICROSOFT CORP7Q4 20222.1%
ISHARES TR7Q4 20221.8%
Russell 2000 Index ETF7Q4 20221.5%

View HERITAGE WEALTH MANAGEMENT, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-25
13F-HR2024-02-06
13F-HR2023-02-13
13F-HR2022-11-14
13F-HR2022-08-15
13F-HR2022-08-15
13F-HR2021-11-10
13F-HR2021-08-11
13F-HR2021-07-16

View HERITAGE WEALTH MANAGEMENT, LLC's complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

  • The reported number of holdings is incorrect (1007 != 1006)

Export HERITAGE WEALTH MANAGEMENT, LLC's holdings