$204 Thousand is the total value of Iron Horse Wealth Management, LLC's 509 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 67.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $21,928,441 | +1.6% | 212,238 | +4.4% | 10.77% | +1.6% |
| VOOG | Buy | VANGUARD ADMIRAL FDS INC500 grth idx f | $19,507,897 | +1.0% | 79,031 | +3.9% | 9.58% | +0.9% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $16,937,962 | -1.3% | 222,927 | +2.7% | 8.32% | -1.3% |
| JAGG | Buy | J P MORGAN EXCHANGE TRADED Fbetabuilders us | $16,684,197 | +1.9% | 377,214 | +6.3% | 8.19% | +1.8% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $16,276,421 | -3.6% | 159,541 | +2.2% | 7.99% | -3.7% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $12,836,994 | +1.2% | 30,029 | +4.9% | 6.30% | +1.1% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $12,694,200 | +1.3% | 290,352 | +7.0% | 6.23% | +1.2% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $12,349,339 | +0.4% | 398,237 | +5.3% | 6.06% | +0.3% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $11,580,690 | -1.0% | 216,219 | +2.3% | 5.69% | -1.0% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $9,446,737 | -0.9% | 49,964 | +4.2% | 4.64% | -1.0% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $9,170,539 | -1.7% | 44,038 | +3.9% | 4.50% | -1.8% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $7,237,347 | +1.7% | 184,579 | +5.5% | 3.55% | +1.6% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $6,761,457 | -0.2% | 42,394 | +3.5% | 3.32% | -0.2% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $6,632,008 | -1.4% | 50,641 | +4.2% | 3.26% | -1.4% |
| PFFD | Sell | GLOBAL X FDSus pfd etf | $6,564,001 | -3.1% | 348,963 | -0.1% | 3.22% | -3.2% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $1,077,381 | +8.8% | 26,112 | +13.9% | 0.53% | +8.8% |
| FLRN | Sell | SPDR SER TRbloomberg invt | $924,844 | -36.7% | 30,106 | -36.8% | 0.45% | -36.8% |
| XYLD | Sell | GLOBAL X FDSs&p 500 covered | $898,904 | -15.3% | 23,114 | -10.6% | 0.44% | -15.4% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $812,432 | -2.3% | 13,705 | +0.6% | 0.40% | -2.2% |
| AAPL | Buy | APPLE INC | $641,344 | -4.9% | 3,746 | +7.7% | 0.32% | -4.8% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $613,599 | +6.6% | 1,217 | +1.6% | 0.30% | +6.4% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $513,615 | +14.7% | 1,466 | +11.7% | 0.25% | +14.5% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $457,343 | +23.6% | 1,065 | +28.3% | 0.22% | +23.6% |
| WFC | Sell | WELLS FARGO CO NEW | $431,277 | -6.0% | 10,555 | -1.9% | 0.21% | -6.2% |
| SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $416,066 | -45.6% | 8,241 | -43.5% | 0.20% | -45.7% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $352,369 | +7.1% | 1,294 | +11.3% | 0.17% | +6.8% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $350,238 | -24.7% | 4,629 | -16.8% | 0.17% | -24.9% |
| JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $349,191 | -34.4% | 6,959 | -34.4% | 0.17% | -34.5% |
| VOO | New | VANGUARD INDEX FDS | $345,576 | – | 880 | +100.0% | 0.17% | – |
| XOM | Sell | EXXON MOBIL CORP | $294,209 | +5.4% | 2,502 | -3.8% | 0.14% | +5.1% |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $261,542 | -5.0% | 3,629 | 0.0% | 0.13% | -5.2% | |
| IAGG | Buy | ISHARES TRcore intl aggr | $241,754 | +16.2% | 4,956 | +17.4% | 0.12% | +16.7% |
| DE | Buy | DEERE & CO | $239,023 | +3.4% | 633 | +11.1% | 0.12% | +2.6% |
| SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $239,037 | -10.4% | 6,816 | -5.3% | 0.12% | -10.7% |
| KO | COCA COLA CO | $226,943 | -7.0% | 4,054 | 0.0% | 0.11% | -7.5% | |
| AFL | Buy | AFLAC INC | $223,343 | +10.9% | 2,910 | +0.9% | 0.11% | +11.1% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $207,585 | +5.1% | 1,505 | +8.3% | 0.10% | +5.2% |
| WRB | BERKLEY W R CORP | $174,217 | +6.6% | 2,744 | 0.0% | 0.09% | +7.5% | |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $160,532 | -6.1% | 4,782 | -3.8% | 0.08% | -6.0% |
| SBUX | Buy | STARBUCKS CORP | $154,885 | -6.8% | 1,697 | +1.1% | 0.08% | -7.3% |
| PG | Buy | PROCTER AND GAMBLE CO | $150,819 | +0.6% | 1,034 | +4.7% | 0.07% | 0.0% |
| CVX | CHEVRON CORP NEW | $134,053 | +7.2% | 795 | 0.0% | 0.07% | +8.2% | |
| MDYV | Sell | SPDR SER TRs&p 400 mdcp val | $131,796 | -7.6% | 2,032 | -2.0% | 0.06% | -7.1% |
| SPTM | Sell | SPDR SER TRportfoli s&p1500 | $126,501 | -13.4% | 2,410 | -10.1% | 0.06% | -13.9% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $122,061 | +14.0% | 870 | +8.8% | 0.06% | +13.2% |
| TSLA | Buy | TESLA INC | $121,607 | -4.0% | 486 | +0.4% | 0.06% | -3.2% |
| IJR | New | ISHARES TRcore s&p scp etf | $109,423 | – | 1,160 | +100.0% | 0.05% | – |
| QQQ | INVESCO QQQ TRunit ser 1 | $107,481 | -3.0% | 300 | 0.0% | 0.05% | -1.9% | |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $104,948 | +12.5% | 490 | +20.7% | 0.05% | +13.0% |
| MGK | New | VANGUARD WORLD FDmega grwth ind | $103,240 | – | 455 | +100.0% | 0.05% | – |
| CVS | Buy | CVS HEALTH CORP | $101,448 | +18.0% | 1,453 | +16.8% | 0.05% | +19.0% |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $101,280 | -5.3% | 520 | 0.0% | 0.05% | -5.7% | |
| INTC | Buy | INTEL CORP | $102,100 | +10.8% | 2,872 | +4.2% | 0.05% | +11.1% |
| TSCO | Sell | TRACTOR SUPPLY CO | $99,495 | -19.5% | 490 | -12.3% | 0.05% | -19.7% |
| Sell | GENERAL ELECTRIC CO | $99,163 | -7.1% | 897 | -7.7% | 0.05% | -5.8% | |
| SPSB | Buy | SPDR SER TRportfolio short | $100,450 | +27.3% | 3,426 | +27.8% | 0.05% | +25.6% |
| NEWR | NEW RELIC INC | $100,604 | +30.8% | 1,175 | 0.0% | 0.05% | +28.9% | |
| SPIB | Sell | SPDR SER TRportfolio intrmd | $96,143 | -21.4% | 3,057 | -19.7% | 0.05% | -21.7% |
| IJH | New | ISHARES TRcore s&p mcp etf | $96,000 | – | 385 | +100.0% | 0.05% | – |
| BAX | BAXTER INTL INC | $84,915 | -17.2% | 2,250 | 0.0% | 0.04% | -16.0% | |
| BMO | BANK MONTREAL QUE | $82,683 | -6.6% | 980 | 0.0% | 0.04% | -4.7% | |
| PSK | SPDR SER TRice pfd sec etf | $83,390 | -3.0% | 2,569 | 0.0% | 0.04% | -2.4% | |
| MDYG | Sell | SPDR SER TRs&p 400 mdcp grw | $77,713 | -6.6% | 1,124 | -3.2% | 0.04% | -7.3% |
| SLYV | Sell | SPDR SER TRs&p 600 smcp val | $75,482 | -10.6% | 1,043 | -4.7% | 0.04% | -9.8% |
| DOW | Buy | DOW INC | $73,267 | -2.2% | 1,421 | +1.1% | 0.04% | -2.7% |
| MSFT | Buy | MICROSOFT CORP | $70,412 | +75.2% | 223 | +89.0% | 0.04% | +75.0% |
| SPAB | Sell | SPDR SER TRportfolio agrgte | $69,953 | -12.9% | 2,874 | -9.2% | 0.03% | -12.8% |
| JPM | Buy | JPMORGAN CHASE & CO | $67,456 | +1.9% | 465 | +2.2% | 0.03% | 0.0% |
| VHT | VANGUARD WORLD FDShealth car etf | $67,004 | -4.0% | 285 | 0.0% | 0.03% | -2.9% | |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $65,756 | -17.2% | 875 | -16.7% | 0.03% | -17.9% |
| STIP | ISHARES TR0 5 yr tips etf | $60,090 | -0.7% | 620 | 0.0% | 0.03% | 0.0% | |
| LEVI | LEVI STRAUSS & CO NEW | $61,110 | -5.9% | 4,500 | 0.0% | 0.03% | -6.2% | |
| KMI | Sell | KINDER MORGAN INC DEL | $58,494 | -6.4% | 3,528 | -2.8% | 0.03% | -6.5% |
| MCD | MCDONALDS CORP | $59,274 | -11.7% | 225 | 0.0% | 0.03% | -12.1% | |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $56,955 | -9.3% | 1,757 | +4.1% | 0.03% | -9.7% |
| BA | Buy | BOEING CO | $55,396 | +14.6% | 289 | +26.2% | 0.03% | +12.5% |
| HRL | HORMEL FOODS CORP | $54,003 | -5.4% | 1,420 | 0.0% | 0.03% | -3.6% | |
| NEAR | Sell | ISHARES U S ETF TRblackrock st mat | $50,139 | -22.2% | 1,005 | -22.5% | 0.02% | -21.9% |
| COST | Buy | COSTCO WHSL CORP NEW | $50,281 | +937.8% | 89 | +888.9% | 0.02% | +1150.0% |
| DD | DUPONT DE NEMOURS INC | $50,572 | +4.4% | 678 | 0.0% | 0.02% | +4.2% | |
| MDT | Buy | MEDTRONIC PLC | $48,897 | -7.7% | 624 | +3.8% | 0.02% | -7.7% |
| ABC | CENCORA INC | $47,152 | -6.5% | 262 | 0.0% | 0.02% | -8.0% | |
| CTVA | Buy | CORTEVA INC | $42,688 | -10.5% | 834 | +0.2% | 0.02% | -8.7% |
| SLYG | Sell | SPDR SER TRs&p 600 smcp grw | $42,790 | -12.0% | 584 | -7.6% | 0.02% | -12.5% |
| MRK | Buy | MERCK & CO INC | $43,342 | +5.2% | 421 | +17.9% | 0.02% | +5.0% |
| JNJ | Buy | JOHNSON & JOHNSON | $40,807 | +11.1% | 262 | +18.0% | 0.02% | +11.1% |
| CSCO | Buy | CISCO SYS INC | $39,460 | +8.5% | 734 | +4.4% | 0.02% | +5.6% |
| GSK PLCsponsored adr | $36,250 | +1.7% | 1,000 | 0.0% | 0.02% | 0.0% | ||
| CI | Buy | THE CIGNA GROUP | $35,759 | +5.3% | 125 | +3.3% | 0.02% | +5.9% |
| CAT | CATERPILLAR INC | $31,668 | +11.0% | 116 | 0.0% | 0.02% | +14.3% | |
| MO | Buy | ALTRIA GROUP INC | $31,285 | -1.3% | 744 | +6.3% | 0.02% | -6.2% |
| USB | US BANCORP DEL | $29,754 | +0.1% | 900 | 0.0% | 0.02% | 0.0% | |
| ESGU | ISHARES TResg awr msci usa | $29,582 | -3.6% | 315 | 0.0% | 0.02% | 0.0% | |
| DIS | Buy | DISNEY WALT CO | $28,056 | +35.9% | 346 | +49.8% | 0.01% | +40.0% |
| LOW | Sell | LOWES COS INC | $28,058 | -32.8% | 135 | -27.0% | 0.01% | -33.3% |
| HELIX ENERGY SOLUTIONS GRP Inote | $26,184 | +32.1% | 15,000 | 0.0% | 0.01% | +30.0% | ||
| PIONEER NAT RES COnote | $27,031 | +11.8% | 11,000 | 0.0% | 0.01% | +8.3% | ||
| XLG | New | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $25,470 | – | 750 | +100.0% | 0.01% | – |
| ADBE | New | ADOBE INC | $25,495 | – | 50 | +100.0% | 0.01% | – |
| USMV | Buy | ISHARES TRmsci usa min vol | $23,813 | +48.3% | 329 | +52.3% | 0.01% | +50.0% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $24,078 | +111.7% | 184 | +93.7% | 0.01% | +100.0% |
| ESGD | ISHARES TResg aw msci eafe | $24,956 | -5.2% | 361 | 0.0% | 0.01% | -7.7% | |
| Buy | J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $23,465 | +870.0% | 500 | +900.0% | 0.01% | +1100.0% | |
| NVDA | New | NVIDIA CORPORATION | $21,750 | – | 50 | +100.0% | 0.01% | – |
| EQT CORPnote | $22,208 | -1.3% | 8,000 | 0.0% | 0.01% | 0.0% | ||
| F | Buy | FORD MTR CO DEL | $23,424 | -12.0% | 1,886 | +7.2% | 0.01% | -15.4% |
| BIOMARIN PHARMACEUTICAL INCnote | $21,496 | -0.5% | 22,000 | 0.0% | 0.01% | 0.0% | ||
| T | Sell | AT&T INC | $23,026 | -11.3% | 1,533 | -5.8% | 0.01% | -15.4% |
| TDS | TELEPHONE & DATA SYS INC | $22,631 | +122.5% | 1,236 | 0.0% | 0.01% | +120.0% | |
| AMZN | AMAZON COM INC | $22,627 | -2.5% | 178 | 0.0% | 0.01% | 0.0% | |
| CMDY | ISHARES U S ETF TRbloomberg roll | $21,119 | +4.0% | 410 | 0.0% | 0.01% | 0.0% | |
| VGLT | New | VANGUARD SCOTTSDALE FDSlong term treas | $19,429 | – | 350 | +100.0% | 0.01% | – |
| VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $20,060 | +33900.0% | 351 | +35000.0% | 0.01% | – |
| EBAY | Buy | EBAY INC. | $19,620 | +35.1% | 445 | +36.9% | 0.01% | +42.9% |
| CLX | CLOROX CO DEL | $20,314 | -17.6% | 155 | 0.0% | 0.01% | -16.7% | |
| PALO ALTO NETWORKS INCnote | $21,253 | -8.2% | 9,000 | 0.0% | 0.01% | -9.1% | ||
| TGT | Buy | TARGET CORP | $18,023 | -4.4% | 163 | +14.0% | 0.01% | 0.0% |
| VALE | Buy | VALE S Asponsored ads | $19,296 | +10.6% | 1,440 | +10.8% | 0.01% | 0.0% |
| BG | New | BUNGE LIMITED | $18,403 | – | 170 | +100.0% | 0.01% | – |
| CHRW | Buy | C H ROBINSON WORLDWIDE INC | $18,087 | -4.1% | 210 | +5.0% | 0.01% | 0.0% |
| CAH | CARDINAL HEALTH INC | $17,364 | -8.2% | 200 | 0.0% | 0.01% | 0.0% | |
| PATRICK INDS INCnote | $17,924 | -2.8% | 19,000 | 0.0% | 0.01% | 0.0% | ||
| LLY | New | ELI LILLY & CO | $17,725 | – | 33 | +100.0% | 0.01% | – |
| KR | Buy | KROGER CO | $18,079 | +10.5% | 404 | +16.1% | 0.01% | +12.5% |
| WBA | WALGREENS BOOTS ALLIANCE INC | $17,792 | -21.9% | 800 | 0.0% | 0.01% | -18.2% | |
| PEAK | HEALTHPEAK PROPERTIES INC | $18,360 | -8.7% | 1,000 | 0.0% | 0.01% | -10.0% | |
| SPG | SIMON PPTY GROUP INC NEW | $16,205 | -6.4% | 150 | 0.0% | 0.01% | -11.1% | |
| CHEESECAKE FACTORY INCnote | $15,848 | -0.6% | 19,000 | 0.0% | 0.01% | 0.0% | ||
| IPAC | New | ISHARES TRcore msci pac | $15,790 | – | 284 | +100.0% | 0.01% | – |
| IEMG | New | ISHARES INCcore msci emkt | $16,371 | – | 344 | +100.0% | 0.01% | – |
| ZILLOW GROUP INCnote | $16,461 | -1.9% | 16,000 | 0.0% | 0.01% | 0.0% | ||
| NRG ENERGY INCdbcv | $16,878 | -0.1% | 16,000 | 0.0% | 0.01% | 0.0% | ||
| VYMI | VANGUARD WHITEHALL FDSintl high etf | $15,473 | -2.1% | 250 | 0.0% | 0.01% | 0.0% | |
| MPW | MEDICAL PPTYS TRUST INC | $16,350 | -41.1% | 3,000 | 0.0% | 0.01% | -42.9% | |
| MICROCHIP TECHNOLOGY INC.note | $16,681 | -7.8% | 16,000 | 0.0% | 0.01% | -11.1% | ||
| HON | Buy | HONEYWELL INTL INC | $16,811 | +145.5% | 91 | +175.8% | 0.01% | +166.7% |
| PDP | New | INVESCO EXCHANGE TRADED FD Tdorsey wright mo | $14,243 | – | 185 | +100.0% | 0.01% | – |
| IEUR | New | ISHARES TRcore msci euro | $13,259 | – | 267 | +100.0% | 0.01% | – |
| TJX | TJX COS INC NEW | $13,332 | +4.8% | 150 | 0.0% | 0.01% | +16.7% | |
| CABLE ONE INCnote | $15,058 | +0.1% | 20,000 | 0.0% | 0.01% | 0.0% | ||
| FSV | Buy | FIRSTSERVICE CORP NEW | $13,535 | +56.9% | 93 | +66.1% | 0.01% | +75.0% |
| INTEGRA LIFESCIENCES HLDGS Cnote | $14,613 | +0.0% | 16,000 | 0.0% | 0.01% | 0.0% | ||
| PEBBLEBROOK HOTEL TRnote | $14,087 | -1.8% | 17,000 | 0.0% | 0.01% | 0.0% | ||
| RA | BROOKFIELD REAL ASSETS INCOM | $13,904 | -26.9% | 1,135 | 0.0% | 0.01% | -22.2% | |
| UBER | Buy | UBER TECHNOLOGIES INC | $14,257 | +106.4% | 310 | +93.8% | 0.01% | +133.3% |
| AXP | AMERICAN EXPRESS CO | $14,919 | -14.4% | 100 | 0.0% | 0.01% | -22.2% | |
| MS | New | MORGAN STANLEY | $14,864 | – | 182 | +100.0% | 0.01% | – |
| DEXCOM INCnote | $15,028 | -12.0% | 16,000 | 0.0% | 0.01% | -12.5% | ||
| FDN | New | FIRST TR EXCHANGE-TRADED FDdj internt idx | $14,365 | – | 90 | +100.0% | 0.01% | – |
| GD | Buy | GENERAL DYNAMICS CORP | $15,026 | +773.1% | 68 | +750.0% | 0.01% | +600.0% |
| CONMED CORPnote | $14,073 | -23.7% | 12,000 | 0.0% | 0.01% | -22.2% | ||
| DISH NETWORK CORPORATIONnote | $14,697 | +20.7% | 24,000 | 0.0% | 0.01% | +16.7% | ||
| TELADOC HEALTH INCnote | $13,505 | -0.1% | 17,000 | 0.0% | 0.01% | 0.0% | ||
| NUVASIVE INCnote | $14,753 | +2.2% | 16,000 | 0.0% | 0.01% | 0.0% | ||
| MGP INGREDIENTS INC NEWnote | $14,564 | -1.5% | 12,000 | 0.0% | 0.01% | 0.0% | ||
| SOUTHWEST AIRLS COnote | $11,990 | -12.9% | 12,000 | 0.0% | 0.01% | -14.3% | ||
| FOVL | New | ISHARES TRfocusd val fac | $11,631 | – | 231 | +100.0% | 0.01% | – |
| JNK | New | SPDR SER TRbloomberg high y | $12,656 | – | 140 | +100.0% | 0.01% | – |
| WMT | WALMART INC | $11,835 | +1.8% | 74 | 0.0% | 0.01% | 0.0% | |
| BURLINGTON STORES INCnote | $11,677 | -5.9% | 12,000 | 0.0% | 0.01% | 0.0% | ||
| QJUN | New | FIRST TR EXCHNG TRADED FD VIcboe vest nas100 | $11,416 | – | 522 | +100.0% | 0.01% | – |
| FB | New | META PLATFORMS INCcl a | $11,408 | – | 38 | +100.0% | 0.01% | – |
| New | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $12,071 | – | 367 | +100.0% | 0.01% | – | |
| MMM | Sell | 3M CO | $12,732 | -56.3% | 136 | -53.3% | 0.01% | -57.1% |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $12,469 | – | 88 | +100.0% | 0.01% | – |
| FNF | Buy | FIDELITY NATIONAL FINANCIAL | $11,205 | +17.7% | 271 | +2.3% | 0.01% | +20.0% |
| ETSY INCnote | $9,202 | -13.6% | 9,000 | 0.0% | 0.01% | 0.0% | ||
| OKE | New | ONEOK INC NEW | $10,529 | – | 166 | +100.0% | 0.01% | – |
| EXACT SCIENCES CORPnote | $10,375 | -15.5% | 12,000 | 0.0% | 0.01% | -16.7% | ||
| EXC | EXELON CORP | $10,657 | -7.2% | 282 | 0.0% | 0.01% | -16.7% | |
| NKE | Sell | NIKE INCcl b | $11,092 | -67.9% | 116 | -62.9% | 0.01% | -70.6% |
| SPLB | Buy | SPDR SER TRportfolio ln cor | $10,811 | -7.6% | 509 | +1.2% | 0.01% | -16.7% |
| Buy | DIREXION SHS ETF TRdly semicndtr br | $9,363 | +182.4% | 836 | +148.8% | 0.01% | +150.0% | |
| FTHI | New | FIRST TR EXCHANGE-TRADED FDbuywrit incm etf | $11,164 | – | 547 | +100.0% | 0.01% | – |
| DGRW | New | WISDOMTREE TRus qtly div grt | $10,793 | – | 170 | +100.0% | 0.01% | – |
| YMAR | New | FIRST TR EXCHNG TRADED FD VIft cboe vst intl | $11,102 | – | 546 | +100.0% | 0.01% | – |
| VPL | New | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $10,032 | – | 150 | +100.0% | 0.01% | – |
| LIBERTY MEDIA CORP DELnote | $9,822 | -5.6% | 9,000 | 0.0% | 0.01% | 0.0% | ||
| TIPX | New | SPDR SER TRbloomberg 1 10 y | $9,492 | – | 525 | +100.0% | 0.01% | – |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $10,355 | – | 250 | +100.0% | 0.01% | – |
| BBY | New | BEST BUY INC | $9,726 | – | 140 | +100.0% | 0.01% | – |
| GME | GAMESTOP CORP NEWcl a | $9,876 | -32.1% | 600 | 0.0% | 0.01% | -28.6% | |
| RCL | ROYAL CARIBBEAN GROUP | $9,214 | -11.2% | 100 | 0.0% | 0.01% | 0.0% | |
| CASY | Buy | CASEYS GEN STORES INC | $10,861 | +345.3% | 40 | +300.0% | 0.01% | +400.0% |
| USRT | Sell | ISHARES TRcre u s reit etf | $9,436 | -9.1% | 200 | -1.0% | 0.01% | 0.0% |
| HDV | Buy | ISHARES TRcore high dv etf | $10,250 | +953.4% | 104 | +940.0% | 0.01% | – |
| SPLUNK INCnote | $9,636 | +7.1% | 9,000 | 0.0% | 0.01% | +25.0% | ||
| GSHD | New | GOOSEHEAD INS INC | $10,807 | – | 145 | +100.0% | 0.01% | – |
| AKAMAI TECHNOLOGIES INCnote | $10,679 | +11.2% | 9,000 | 0.0% | 0.01% | 0.0% | ||
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $9,789 | – | 63 | +100.0% | 0.01% | – |
| BLDR | New | BUILDERS FIRSTSOURCE INC | $10,333 | – | 83 | +100.0% | 0.01% | – |
| HD | Buy | HOME DEPOT INC | $10,878 | +483.6% | 36 | +500.0% | 0.01% | +400.0% |
| HLI | New | HOULIHAN LOKEY INCcl a | $10,284 | – | 96 | +100.0% | 0.01% | – |
| REGL | New | PROSHARES TRs&p mdcp 400 div | $9,944 | – | 149 | +100.0% | 0.01% | – |
| PFE | Buy | PFIZER INC | $9,487 | +34.0% | 286 | +48.2% | 0.01% | +66.7% |
| SHW | Buy | SHERWIN WILLIAMS CO | $7,141 | +236.2% | 28 | +250.0% | 0.00% | +300.0% |
| AMD | New | ADVANCED MICRO DEVICES INC | $8,843 | – | 86 | +100.0% | 0.00% | – |
| Sell | APOLLO GLOBAL MGMT INC | $8,258 | -93.6% | 92 | -94.6% | 0.00% | -93.8% | |
| New | CCC INTELLIGENT SOLUTIONS HL | $7,850 | – | 588 | +100.0% | 0.00% | – | |
| CDNS | New | CADENCE DESIGN SYSTEM INC | $7,498 | – | 32 | +100.0% | 0.00% | – |
| CONSTELLATION ENERGY CORP | $8,181 | +19.2% | 75 | 0.0% | 0.00% | +33.3% | ||
| FV | New | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $7,887 | – | 178 | +100.0% | 0.00% | – |
| FIVE | Buy | FIVE BELOW INC | $7,562 | +3738.6% | 47 | +4600.0% | 0.00% | – |
| FOXF | New | FOX FACTORY HLDG CORP | $7,530 | – | 76 | +100.0% | 0.00% | – |
| GILD | Buy | GILEAD SCIENCES INC | $7,569 | +96.4% | 101 | +102.0% | 0.00% | +100.0% |
| HLNE | New | HAMILTON LANE INCcl a | $7,687 | – | 85 | +100.0% | 0.00% | – |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $8,317 | -14.3% | 122 | 0.0% | 0.00% | -20.0% | |
| PFM | New | INVESCO EXCHANGE TRADED FD Tdivid achievev | $7,452 | – | 204 | +100.0% | 0.00% | – |
| EWL | New | ISHARES INCmsci switzerland | $7,233 | – | 166 | +100.0% | 0.00% | – |
| IWF | ISHARES TRrus 1000 grw etf | $7,980 | -3.3% | 30 | 0.0% | 0.00% | 0.0% | |
| ESGE | ISHARES INCesg awr msci em | $7,782 | -4.3% | 257 | 0.0% | 0.00% | 0.0% | |
| SHYG | New | ISHARES TR0 5yr hi yl cp | $7,426 | – | 181 | +100.0% | 0.00% | – |
| KRO | KRONOS WORLDWIDE INC | $7,750 | -11.2% | 1,000 | 0.0% | 0.00% | 0.0% | |
| NMFC | NEW MTN FIN CORP | $9,065 | +4.1% | 700 | 0.0% | 0.00% | 0.0% | |
| USMC | New | PRINCIPAL EXCHANGE TRADED FDus mega cp etf | $8,182 | – | 191 | +100.0% | 0.00% | – |
| PGNY | New | PROGYNY INC | $7,212 | – | 212 | +100.0% | 0.00% | – |
| QLYS | New | QUALYS INC | $9,153 | – | 60 | +100.0% | 0.00% | – |
| RWO | SPDR INDEX SHS FDSdj glb rl es etf | $7,487 | -7.0% | 196 | 0.0% | 0.00% | 0.0% | |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $8,930 | +81.0% | 242 | +90.6% | 0.00% | +100.0% |
| SPIRIT AIRLS INCnote | $8,400 | +4.0% | 10,000 | 0.0% | 0.00% | 0.0% | ||
| BLOCK INCnote | $7,440 | -1.3% | 8,000 | 0.0% | 0.00% | 0.0% | ||
| WPC | WP CAREY INC | $8,112 | -20.0% | 150 | 0.0% | 0.00% | -20.0% | |
| WM | WASTE MGMT INC DEL | $7,622 | -12.1% | 50 | 0.0% | 0.00% | 0.0% | |
| WING | New | WINGSTOP INC | $8,093 | – | 45 | +100.0% | 0.00% | – |
| YETI | New | YETI HLDGS INC | $8,053 | – | 167 | +100.0% | 0.00% | – |
| GLOB | New | GLOBANT S A | $8,112 | – | 41 | +100.0% | 0.00% | – |
| FDX | Buy | FEDEX CORP | $6,093 | +22.9% | 23 | +15.0% | 0.00% | +50.0% |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $5,312 | – | 33 | +100.0% | 0.00% | – |
| PCAR | New | PACCAR INC | $5,101 | – | 60 | +100.0% | 0.00% | – |
| GOGL | GOLDEN OCEAN GROUP LTD | $6,698 | +4.4% | 850 | 0.0% | 0.00% | 0.0% | |
| ITB | New | ISHARES TRus home cons etf | $5,180 | – | 66 | +100.0% | 0.00% | – |
| ALIT | New | ALIGHT INC | $6,487 | – | 915 | +100.0% | 0.00% | – |
| CMCSA | COMCAST CORP NEWcl a | $6,759 | +6.7% | 152 | 0.0% | 0.00% | 0.0% | |
| FTXL | New | FIRST TR EXCHANGE-TRADED FDnasdq semcndtr | $5,546 | – | 82 | +100.0% | 0.00% | – |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $5,934 | -0.6% | 63 | +3.3% | 0.00% | 0.0% |
| AVGO | New | BROADCOM INC | $6,645 | – | 8 | +100.0% | 0.00% | – |
| FAST | FASTENAL CO | $5,464 | -7.4% | 100 | 0.0% | 0.00% | 0.0% | |
| CHKP | New | CHECK POINT SOFTWARE TECH LTord | $6,797 | – | 51 | +100.0% | 0.00% | – |
| TXN | Buy | TEXAS INSTRS INC | $5,406 | +150.3% | 34 | +183.3% | 0.00% | +200.0% |
| EVERBRIDGE INCnote | $5,631 | +4.1% | 6,000 | 0.0% | 0.00% | 0.0% | ||
| UNP | UNION PAC CORP | $6,313 | -0.5% | 31 | 0.0% | 0.00% | 0.0% | |
| APPF | New | APPFOLIO INC | $6,575 | – | 36 | +100.0% | 0.00% | – |
| EWC | New | ISHARES INCmsci cda etf | $5,253 | – | 157 | +100.0% | 0.00% | – |
| IFRA | New | ISHARES TRus infrastruc | $6,037 | – | 165 | +100.0% | 0.00% | – |
| IYH | New | ISHARES TRus hlthcare etf | $5,401 | – | 20 | +100.0% | 0.00% | – |
| ABT | Buy | ABBOTT LABS | $6,198 | +199.3% | 64 | +236.8% | 0.00% | +200.0% |
| EA | New | ELECTRONIC ARTS INC | $5,779 | – | 48 | +100.0% | 0.00% | – |
| VIAVI SOLUTIONS INCnote | $5,889 | -1.0% | 6,000 | 0.0% | 0.00% | 0.0% | ||
| SNAP INCnote | $5,222 | -5.7% | 6,000 | 0.0% | 0.00% | 0.0% | ||
| VSS | New | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $5,310 | – | 50 | +100.0% | 0.00% | – |
| IYF | New | ISHARES TRu.s. finls etf | $5,981 | – | 80 | +100.0% | 0.00% | – |
| BL | New | BLACKLINE INC | $5,991 | – | 108 | +100.0% | 0.00% | – |
| IYK | New | ISHARES TRus consm staples | $5,222 | – | 28 | +100.0% | 0.00% | – |
| NVO | New | NOVO-NORDISK A Sadr | $6,366 | – | 70 | +100.0% | 0.00% | – |
| OEF | New | ISHARES TRs&p 100 etf | $5,618 | – | 28 | +100.0% | 0.00% | – |
| LH | New | LABORATORY CORP AMER HLDGS | $5,227 | – | 26 | +100.0% | 0.00% | – |
| PPA | New | INVESCO EXCHANGE TRADED FD Taerospace defn | $5,666 | – | 71 | +100.0% | 0.00% | – |
| ALRM | New | ALARM COM HLDGS INC | $6,542 | – | 107 | +100.0% | 0.00% | – |
| QCOM | New | QUALCOMM INC | $5,109 | – | 46 | +100.0% | 0.00% | – |
| C | CITIGROUP INC | $3,290 | -10.7% | 80 | 0.0% | 0.00% | 0.0% | |
| WK | WORKIVA INC | $5,067 | -0.3% | 50 | 0.0% | 0.00% | 0.0% | |
| SLB | Buy | SCHLUMBERGER LTD | $4,956 | +68.2% | 85 | +41.7% | 0.00% | +100.0% |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $4,598 | +26.8% | 105 | +32.9% | 0.00% | 0.0% |
| GLW | CORNING INC | $3,809 | -13.0% | 125 | 0.0% | 0.00% | 0.0% | |
| CPRT | New | COPART INC | $3,964 | – | 92 | +100.0% | 0.00% | – |
| HBI | Sell | HANESBRANDS INC | $4,752 | -27.8% | 1,200 | -17.2% | 0.00% | -33.3% |
| ATLO | AMES NATL CORP | $4,828 | -8.0% | 291 | 0.0% | 0.00% | -33.3% | |
| AMGN | Buy | AMGEN INC | $3,494 | +124.8% | 13 | +85.7% | 0.00% | +100.0% |
| HSBC | HSBC HLDGS PLCspon adr new | $3,946 | -0.4% | 100 | 0.0% | 0.00% | 0.0% | |
| VMBS | New | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $4,378 | – | 100 | +100.0% | 0.00% | – |
| VPU | New | VANGUARD WORLD FDSutilities etf | $4,081 | – | 32 | +100.0% | 0.00% | – |
| DON | New | WISDOMTREE TRus midcap divid | $3,072 | – | 75 | +100.0% | 0.00% | – |
| CB | Buy | CHUBB LIMITED | $3,539 | +104.2% | 17 | +88.9% | 0.00% | +100.0% |
| ABBV | Buy | ABBVIE INC | $4,025 | +198.8% | 27 | +170.0% | 0.00% | +100.0% |
| IWD | ISHARES TRrus 1000 val etf | $3,492 | -3.8% | 23 | 0.0% | 0.00% | 0.0% | |
| Buy | F&G ANNUITIES & LIFE INC | $3,432 | +31.7% | 122 | +16.2% | 0.00% | +100.0% | |
| K | KELLANOVA | $4,761 | -11.7% | 80 | 0.0% | 0.00% | -33.3% | |
| VMI | New | VALMONT INDS INC | $3,603 | – | 15 | +100.0% | 0.00% | – |
| HYD | New | VANECK ETF TRUSThigh yld munietf | $4,662 | – | 95 | +100.0% | 0.00% | – |
| OLO | New | OLO INCcl a | $3,169 | – | 523 | +100.0% | 0.00% | – |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $4,527 | +72.7% | 78 | +90.2% | 0.00% | +100.0% |
| EEFT | New | EURONET WORLDWIDE INC | $4,763 | – | 60 | +100.0% | 0.00% | – |
| Sell | GE HEALTHCARE TECHNOLOGIES I | $4,287 | -39.3% | 63 | -27.6% | 0.00% | -33.3% | |
| New | WARBY PARKER INC | $3,198 | – | 243 | +100.0% | 0.00% | – | |
| IVE | ISHARES TRs&p 500 val etf | $3,077 | -4.6% | 20 | 0.0% | 0.00% | 0.0% | |
| PEP | PEPSICO INC | $4,744 | -8.5% | 28 | 0.0% | 0.00% | -33.3% | |
| AEM | New | AGNICO EAGLE MINES LTD | $3,909 | – | 86 | +100.0% | 0.00% | – |
| MINT | New | PIMCO ETF TRenhan shrt ma ac | $4,707 | – | 47 | +100.0% | 0.00% | – |
| VICI | New | VICI PPTYS INC | $4,336 | – | 149 | +100.0% | 0.00% | – |
| ENPH | New | ENPHASE ENERGY INC | $4,806 | – | 40 | +100.0% | 0.00% | – |
| UTHR | New | UNITED THERAPEUTICS CORP DEL | $3,388 | – | 15 | +100.0% | 0.00% | – |
| PCH | New | POTLATCHDELTIC CORPORATION | $4,539 | – | 100 | +100.0% | 0.00% | – |
| DGRO | ISHARES TRcore div grwth | $4,309 | -3.9% | 87 | 0.0% | 0.00% | 0.0% | |
| BTI | New | BRITISH AMERN TOB PLCsponsored adr | $4,115 | – | 131 | +100.0% | 0.00% | – |
| VRTX | New | VERTEX PHARMACEUTICALS INC | $3,825 | – | 11 | +100.0% | 0.00% | – |
| BR | Buy | BROADRIDGE FINL SOLUTIONS IN | $4,834 | +108.5% | 27 | +92.9% | 0.00% | +100.0% |
| TWLO | TWILIO INCcl a | $3,746 | -8.0% | 64 | 0.0% | 0.00% | 0.0% | |
| RH | New | RH | $3,172 | – | 12 | +100.0% | 0.00% | – |
| RTX | Buy | RTX CORPORATION | $3,886 | +88.9% | 54 | +157.1% | 0.00% | +100.0% |
| RVLV | New | REVOLVE GROUP INCcl a | $3,334 | – | 245 | +100.0% | 0.00% | – |
| AOA | ISHARES TRaggres alloc etf | $4,571 | -4.3% | 72 | 0.0% | 0.00% | 0.0% | |
| BMBL | New | BUMBLE INC | $3,193 | – | 214 | +100.0% | 0.00% | – |
| MMC | New | MARSH & MCLENNAN COS INC | $4,567 | – | 24 | +100.0% | 0.00% | – |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $4,171 | +4029.7% | 48 | +4700.0% | 0.00% | – |
| CNQ | New | CANADIAN NAT RES LTD | $4,850 | – | 75 | +100.0% | 0.00% | – |
| FVD | New | FIRST TR VALUE LINE DIVID IN | $4,674 | – | 125 | +100.0% | 0.00% | – |
| SITE | New | SITEONE LANDSCAPE SUPPLY INC | $3,923 | – | 24 | +100.0% | 0.00% | – |
| AAL | AMERICAN AIRLS GROUP INC | $3,984 | -28.6% | 311 | 0.0% | 0.00% | -33.3% | |
| CC | CHEMOURS CO | $3,534 | -24.0% | 126 | 0.0% | 0.00% | 0.0% | |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $3,443 | – | 21 | +100.0% | 0.00% | – |
| MET | Buy | METLIFE INC | $3,460 | +205.9% | 55 | +175.0% | 0.00% | +100.0% |
| AMLP | New | ALPS ETF TRalerian mlp | $2,194 | – | 52 | +100.0% | 0.00% | – |
| EFV | New | ISHARES TReafe value etf | $2,349 | – | 48 | +100.0% | 0.00% | – |
| EMHY | New | ISHARES INCjp mrgn em hi bd | $2,383 | – | 70 | +100.0% | 0.00% | – |
| PZA | New | INVESCO EXCH TRADED FD TR IInatl amt muni | $2,260 | – | 102 | +100.0% | 0.00% | – |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2,090 | -2.7% | 19 | 0.0% | 0.00% | 0.0% | |
| ITW | ILLINOIS TOOL WKS INC | $2,073 | -7.9% | 9 | 0.0% | 0.00% | 0.0% | |
| HBAN | HUNTINGTON BANCSHARES INC | $1,352 | -3.5% | 130 | 0.0% | 0.00% | 0.0% | |
| JKHY | HENRY JACK & ASSOC INC | $1,663 | -9.7% | 11 | 0.0% | 0.00% | 0.0% | |
| New | HF SINCLAIR CORP | $1,366 | – | 24 | +100.0% | 0.00% | – | |
| GWW | GRAINGER W W INC | $2,076 | -12.3% | 3 | 0.0% | 0.00% | 0.0% | |
| GSEW | GOLDMAN SACHS ETF TRequal weight us | $1,195 | -4.4% | 20 | 0.0% | 0.00% | 0.0% | |
| GIS | New | GENERAL MLS INC | $2,048 | – | 32 | +100.0% | 0.00% | – |
| KLAC | New | KLA CORP | $2,752 | – | 6 | +100.0% | 0.00% | – |
| GLPI | New | GAMING & LEISURE PPTYS INC | $1,822 | – | 40 | +100.0% | 0.00% | – |
| KHC | KRAFT HEINZ CO | $1,682 | -5.2% | 50 | 0.0% | 0.00% | 0.0% | |
| LSTR | New | LANDSTAR SYS INC | $1,592 | – | 9 | +100.0% | 0.00% | – |
| LESL | New | LESLIES INC | $1,319 | – | 233 | +100.0% | 0.00% | – |
| FOXA | New | FOX CORP | $1,373 | – | 44 | +100.0% | 0.00% | – |
| LMT | LOCKHEED MARTIN CORP | $1,636 | -11.2% | 4 | 0.0% | 0.00% | 0.0% | |
| LPX | New | LOUISIANA PAC CORP | $2,100 | – | 38 | +100.0% | 0.00% | – |
| FEI | FIRST TR MLP & ENERGY INCOM | $1,978 | +2.6% | 250 | 0.0% | 0.00% | 0.0% | |
| MFC | New | MANULIFE FINL CORP | $2,541 | – | 139 | +100.0% | 0.00% | – |
| MAR | MARRIOTT INTL INC NEWcl a | $1,981 | +7.0% | 10 | 0.0% | 0.00% | 0.0% | |
| FEDERAL RLTY INVT TR NEWsh ben int new | $1,722 | -6.4% | 19 | 0.0% | 0.00% | 0.0% | ||
| MRNA | New | MODERNA INC | $1,239 | – | 12 | +100.0% | 0.00% | – |
| MUSA | New | MURPHY USA INC | $1,709 | – | 5 | +100.0% | 0.00% | – |
| NRG | New | NRG ENERGY INC | $2,812 | – | 73 | +100.0% | 0.00% | – |
| FDS | FACTSET RESH SYS INC | $1,749 | +9.1% | 4 | 0.0% | 0.00% | 0.0% | |
| NJR | NEW JERSEY RES CORP | $1,706 | -13.9% | 42 | 0.0% | 0.00% | 0.0% | |
| EXR | New | EXTRA SPACE STORAGE INC | $1,824 | – | 15 | +100.0% | 0.00% | – |
| NEE | NEXTERA ENERGY INC | $1,432 | -22.8% | 25 | 0.0% | 0.00% | 0.0% | |
| NSC | New | NORFOLK SOUTHN CORP | $1,969 | – | 10 | +100.0% | 0.00% | – |
| NVS | New | NOVARTIS AGsponsored adr | $2,954 | – | 29 | +100.0% | 0.00% | – |
| NUE | New | NUCOR CORP | $1,094 | – | 7 | +100.0% | 0.00% | – |
| ES | EVERSOURCE ENERGY | $1,454 | -18.0% | 25 | 0.0% | 0.00% | 0.0% | |
| OGE | New | OGE ENERGY CORP | $2,300 | – | 69 | +100.0% | 0.00% | – |
| ON | New | ON SEMICONDUCTOR CORP | $2,974 | – | 32 | +100.0% | 0.00% | – |
| PPL | Buy | PPL CORP | $1,319 | +99.2% | 56 | +124.0% | 0.00% | – |
| ETSY | New | ETSY INC | $2,583 | – | 40 | +100.0% | 0.00% | – |
| PAYX | Buy | PAYCHEX INC | $2,999 | +57.7% | 26 | +52.9% | 0.00% | 0.0% |
| PYPL | New | PAYPAL HLDGS INC | $1,695 | – | 29 | +100.0% | 0.00% | – |
| ETRN | New | EQUITRANS MIDSTREAM CORP | $1,227 | – | 131 | +100.0% | 0.00% | – |
| EQIX | New | EQUINIX INC | $2,905 | – | 4 | +100.0% | 0.00% | – |
| PM | New | PHILIP MORRIS INTL INC | $2,963 | – | 32 | +100.0% | 0.00% | – |
| PSX | PHILLIPS 66 | $2,403 | +25.9% | 20 | 0.0% | 0.00% | 0.0% | |
| PXD | New | PIONEER NAT RES CO | $2,296 | – | 10 | +100.0% | 0.00% | – |
| PLNT | PLANET FITNESS INCcl a | $1,230 | -27.0% | 25 | 0.0% | 0.00% | 0.0% | |
| TROW | New | PRICE T ROWE GROUP INC | $1,154 | – | 11 | +100.0% | 0.00% | – |
| DAVA | New | ENDAVA PLCads | $2,409 | – | 42 | +100.0% | 0.00% | – |
| PGR | Buy | PROGRESSIVE CORP | $1,060 | +28.3% | 8 | +33.3% | 0.00% | – |
| EIX | New | EDISON INTL | $1,266 | – | 20 | +100.0% | 0.00% | – |
| PRU | PRUDENTIAL FINL INC | $2,467 | +7.5% | 26 | 0.0% | 0.00% | 0.0% | |
| REGN | New | REGENERON PHARMACEUTICALS | $2,469 | – | 3 | +100.0% | 0.00% | – |
| RELX | New | RELX PLCsponsored adr | $1,854 | – | 55 | +100.0% | 0.00% | – |
| RHI | New | ROBERT HALF INC. | $1,246 | – | 17 | +100.0% | 0.00% | – |
| Buy | RUMBLE INC | $1,234 | +42.7% | 242 | +149.5% | 0.00% | – | |
| SPGI | S&P GLOBAL INC | $2,192 | -8.9% | 6 | 0.0% | 0.00% | 0.0% | |
| DOCS | New | DOXIMITY INCcl a | $3,013 | – | 142 | +100.0% | 0.00% | – |
| DRAFTKINGS INC NEW | $1,384 | +10.8% | 47 | 0.0% | 0.00% | 0.0% | ||
| NUGT | New | DIREXION SHS ETF TRdly gold indx | $1,387 | – | 52 | +100.0% | 0.00% | – |
| DVN | New | DEVON ENERGY CORP NEW | $2,528 | – | 53 | +100.0% | 0.00% | – |
| CCI | New | CROWN CASTLE INC | $2,301 | – | 25 | +100.0% | 0.00% | – |
| SBS | New | COMPANHIA DE SANEAMENTO BASIsponsored adr | $1,067 | – | 88 | +100.0% | 0.00% | – |
| CBSH | COMMERCE BANCSHARES INC | $1,391 | -1.5% | 29 | 0.0% | 0.00% | 0.0% | |
| SHM | New | SPDR SER TRnuveen blmbrg sh | $2,127 | – | 46 | +100.0% | 0.00% | – |
| CTSH | New | COGNIZANT TECHNOLOGY SOLUTIOcl a | $2,574 | – | 38 | +100.0% | 0.00% | – |
| New | CLEARWATER ANALYTICS HLDGS Icl a | $2,882 | – | 149 | +100.0% | 0.00% | – | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $2,652 | -9.9% | 45 | 0.0% | 0.00% | 0.0% | |
| SRE | New | SEMPRA | $1,225 | – | 18 | +100.0% | 0.00% | – |
| CTAS | CINTAS CORP | $2,405 | -3.2% | 5 | 0.0% | 0.00% | 0.0% | |
| SITM | New | SITIME CORP | $2,057 | – | 18 | +100.0% | 0.00% | – |
| SJM | SMUCKER J M CO | $1,598 | -16.8% | 13 | 0.0% | 0.00% | 0.0% | |
| SONY | New | SONY GROUP CORPsponsored adr | $1,731 | – | 21 | +100.0% | 0.00% | – |
| CNP | New | CENTERPOINT ENERGY INC | $1,718 | – | 64 | +100.0% | 0.00% | – |
| CCL | CARNIVAL CORP | $1,056 | -27.2% | 77 | 0.0% | 0.00% | 0.0% | |
| SFM | New | SPROUTS FMRS MKT INC | $2,440 | – | 57 | +100.0% | 0.00% | – |
| SYK | STRYKER CORPORATION | $2,459 | -10.5% | 9 | 0.0% | 0.00% | 0.0% | |
| TRP | New | TC ENERGY CORP | $1,686 | – | 49 | +100.0% | 0.00% | – |
| CMS | New | CMS ENERGY CORP | $1,062 | – | 20 | +100.0% | 0.00% | – |
| CME | New | CME GROUP INC | $3,003 | – | 15 | +100.0% | 0.00% | – |
| New | THOMSON REUTERS CORP. | $2,079 | – | 17 | +100.0% | 0.00% | – | |
| BRO | BROWN & BROWN INC | $2,444 | +1.5% | 35 | 0.0% | 0.00% | 0.0% | |
| TTE | New | TOTALENERGIES SEsponsored ads | $1,381 | – | 21 | +100.0% | 0.00% | – |
| TRMB | New | TRIMBLE INC | $1,885 | – | 35 | +100.0% | 0.00% | – |
| TRN | New | TRINITY INDS INC | $1,729 | – | 71 | +100.0% | 0.00% | – |
| TSN | New | TYSON FOODS INCcl a | $2,777 | – | 55 | +100.0% | 0.00% | – |
| UL | New | UNILEVER PLCspon adr new | $1,828 | – | 37 | +100.0% | 0.00% | – |
| UPS | UNITED PARCEL SERVICE INCcl b | $1,715 | -13.0% | 11 | 0.0% | 0.00% | 0.0% | |
| UEC | URANIUM ENERGY CORP | $1,545 | +51.5% | 300 | 0.0% | 0.00% | 0.0% | |
| BLK | BLACKROCK INC | $1,939 | -6.5% | 3 | 0.0% | 0.00% | 0.0% | |
| VXUS | VANGUARD STAR FDSvg tl intl stk f | $1,070 | -4.6% | 20 | 0.0% | 0.00% | 0.0% | |
| BIO | New | BIO RAD LABS INCcl a | $1,434 | – | 4 | +100.0% | 0.00% | – |
| BYND | BEYOND MEAT INC | $1,049 | -25.9% | 109 | 0.0% | 0.00% | 0.0% | |
| BDX | BECTON DICKINSON & CO | $2,068 | -2.1% | 8 | 0.0% | 0.00% | 0.0% | |
| BAC | Buy | BANK AMERICA CORP | $2,666 | +84.5% | 98 | +96.0% | 0.00% | 0.0% |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,925 | +9.5% | 8 | 0.0% | 0.00% | 0.0% | |
| ATO | ATMOS ENERGY CORP | $1,801 | -8.9% | 17 | 0.0% | 0.00% | 0.0% | |
| AZN | New | ASTRAZENECA PLCsponsored adr | $2,709 | – | 40 | +100.0% | 0.00% | – |
| ADM | New | ARCHER DANIELS MIDLAND CO | $2,413 | – | 32 | +100.0% | 0.00% | – |
| APA | APA CORPORATION | $2,055 | +20.2% | 50 | 0.0% | 0.00% | 0.0% | |
| ADI | ANALOG DEVICES INC | $2,101 | -10.1% | 12 | 0.0% | 0.00% | 0.0% | |
| ALL | New | ALLSTATE CORP | $1,114 | – | 10 | +100.0% | 0.00% | – |
| WPP | New | WPP PLC NEWadr | $1,070 | – | 24 | +100.0% | 0.00% | – |
| APD | AIR PRODS & CHEMS INC | $1,984 | -5.4% | 7 | 0.0% | 0.00% | 0.0% | |
| WBS | New | WEBSTER FINL CORP | $1,048 | – | 26 | +100.0% | 0.00% | – |
| XYL | XYLEM INC | $1,639 | -19.1% | 18 | 0.0% | 0.00% | 0.0% | |
| YUM | New | YUM BRANDS INC | $1,124 | – | 9 | +100.0% | 0.00% | – |
| YUMC | New | YUM CHINA HLDGS INC | $1,449 | – | 26 | +100.0% | 0.00% | – |
| ARKK | ARK ETF TRinnovation etf | $2,896 | -10.1% | 73 | 0.0% | 0.00% | -50.0% | |
| ACN | ACCENTURE PLC IRELAND | $2,150 | -0.5% | 7 | 0.0% | 0.00% | 0.0% | |
| AMN | New | AMN HEALTHCARE SVCS INC | $2,981 | – | 35 | +100.0% | 0.00% | – |
| HELE | New | HELEN OF TROY LTD | $2,448 | – | 21 | +100.0% | 0.00% | – |
| LBTYK | New | LIBERTY GLOBAL PLC | $1,244 | – | 67 | +100.0% | 0.00% | – |
| LINDE PLC | $2,234 | -2.3% | 6 | 0.0% | 0.00% | 0.0% | ||
| MUB | New | ISHARES TRnational mun etf | $2,256 | – | 22 | +100.0% | 0.00% | – |
| IUSV | ISHARES TRcore s&p us vlu | $548 | -4.7% | 7 | 0.0% | 0.00% | – | |
| AMC | Exit | AMC ENTMT HLDGS INC | $0 | – | -150 | -100.0% | 0.00% | – |
| ROKU | New | ROKU INC | $71 | – | 1 | +100.0% | 0.00% | – |
| WEAT | TEUCRIUM COMMODITY TRwheat fd | $462 | -13.6% | 83 | 0.0% | 0.00% | – | |
| RBLX | ROBLOX CORPcl a | $724 | -28.2% | 25 | 0.0% | 0.00% | – | |
| UPST | Exit | UPSTART HLDGS INC | $0 | – | -15 | -100.0% | 0.00% | – |
| PLTM | GRANITESHARES PLATINUM TR | $423 | -0.2% | 48 | 0.0% | 0.00% | – | |
| PAC | New | GRUPO AEROPUERTO DEL PACIFICspon adr b | $986 | – | 6 | +100.0% | 0.00% | – |
| RIO | New | RIO TINTO PLCsponsored adr | $891 | – | 14 | +100.0% | 0.00% | – |
| HIG | New | HARTFORD FINL SVCS GROUP INC | $851 | – | 12 | +100.0% | 0.00% | – |
| TFC | New | TRUIST FINL CORP | $629 | – | 22 | +100.0% | 0.00% | – |
| OILK | PROSHARES TRk1 fre crd oil | $547 | +22.4% | 11 | 0.0% | 0.00% | – | |
| UAA | UNDER ARMOUR INCcl a | $822 | -5.1% | 120 | 0.0% | 0.00% | – | |
| IYR | ISHARES TRu.s. real es etf | $416 | -9.6% | 5 | 0.0% | 0.00% | – | |
| FLOT | ISHARES TRfltg rate nt etf | $238 | +1.7% | 5 | 0.0% | 0.00% | – | |
| PLUG | Buy | PLUG POWER INC | $167 | +695.2% | 22 | +1000.0% | 0.00% | – |
| OMC | New | OMNICOM GROUP INC | $745 | – | 10 | +100.0% | 0.00% | – |
| PFF | ISHARES TRpfd and incm sec | $245 | -1.2% | 8 | 0.0% | 0.00% | – | |
| BHF | BRIGHTHOUSE FINL INC | $49 | +4.3% | 1 | 0.0% | 0.00% | – | |
| OXY | OCCIDENTAL PETE CORP | $1,001 | +10.7% | 15 | 0.0% | 0.00% | – | |
| OTLY | OATLY GROUP ABsponsored ads | $224 | -56.3% | 250 | 0.0% | 0.00% | – | |
| BUZZ | VANECK ETF TRUSTsocial sentiment | $77 | -6.1% | 5 | 0.0% | 0.00% | – | |
| ZYNE | ZYNERBA PHARMACEUTICALS INC | $1 | – | 1 | 0.0% | 0.00% | – | |
| MBB | New | ISHARES TRmbs etf | $888 | – | 10 | +100.0% | 0.00% | – |
| NOC | New | NORTHROP GRUMMAN CORP | $880 | – | 2 | +100.0% | 0.00% | – |
| DVYE | ISHARES INCem mkts div etf | $203 | -2.4% | 9 | 0.0% | 0.00% | – | |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $140 | – | 2 | +100.0% | 0.00% | – |
| FTAI AVIATION LTD | $142 | +11.8% | 4 | 0.0% | 0.00% | – | ||
| IJS | ISHARES TRsp smcp600vl etf | $204 | -6.0% | 2 | 0.0% | 0.00% | – | |
| EXPD | New | EXPEDITORS INTL WASH INC | $917 | – | 8 | +100.0% | 0.00% | – |
| BW | BABCOCK & WILCOX ENTERPRISES | $421 | -28.6% | 100 | 0.0% | 0.00% | – | |
| IJT | ISHARES TRs&p sml 600 gwt | $238 | -4.8% | 2 | 0.0% | 0.00% | – | |
| ACB | Buy | AURORA CANNABIS INC | $16 | +166.7% | 27 | +125.0% | 0.00% | – |
| HYG | ISHARES TRiboxx hi yd etf | $231 | -0.4% | 3 | 0.0% | 0.00% | – | |
| IDV | ISHARES TRintl sel div etf | $376 | -3.6% | 15 | 0.0% | 0.00% | – | |
| New | AMC ENTMT HLDGS INCcl a new | $256 | – | 32 | +100.0% | 0.00% | – | |
| NTAP | New | NETAPP INC | $911 | – | 12 | +100.0% | 0.00% | – |
| AGG | ISHARES TRcore us aggbd et | $231 | -3.3% | 2 | 0.0% | 0.00% | – | |
| AMAT | New | APPLIED MATLS INC | $692 | – | 5 | +100.0% | 0.00% | – |
| NIO | NIO INCspon ads | $45 | -6.2% | 5 | 0.0% | 0.00% | – | |
| ISTB | ISHARES TRcore 1 5 yr usd | $223 | 0.0% | 5 | 0.0% | 0.00% | – | |
| AM | ANTERO MIDSTREAM CORP | $12 | 0.0% | 1 | 0.0% | 0.00% | – | |
| BUD | New | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $664 | – | 12 | +100.0% | 0.00% | – |
| IVW | ISHARES TRs&p 500 grwt etf | $610 | -2.9% | 9 | 0.0% | 0.00% | – | |
| FTCH | New | FARFETCH LTDord sh cl a | $690 | – | 330 | +100.0% | 0.00% | – |
| New | MODIV INDUSTRIAL INC | $584 | – | 35 | +100.0% | 0.00% | – | |
| FHLC | FIDELITY COVINGTON TRUSTmsci hlth care i | $348 | -3.9% | 6 | 0.0% | 0.00% | – | |
| IXUS | ISHARES TRcore msci total | $534 | -4.1% | 9 | 0.0% | 0.00% | – | |
| XME | SPDR SER TRs&p metals mng | $893 | +3.4% | 17 | 0.0% | 0.00% | – | |
| MTB | New | M & T BK CORP | $885 | – | 7 | +100.0% | 0.00% | – |
| SPTL | New | SPDR SER TRportfolio ln tsr | $837 | – | 32 | +100.0% | 0.00% | – |
| LUMO | Buy | LUMOS PHARMA INC | $0 | – | 0 | +100.0% | 0.00% | – |
| LUMN | LUMEN TECHNOLOGIES INC | $426 | -37.2% | 300 | 0.0% | 0.00% | – | |
| NET | New | CLOUDFLARE INC | $315 | – | 5 | +100.0% | 0.00% | – |
| New | QUIDELORTHO CORP | $292 | – | 4 | +100.0% | 0.00% | – | |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $145 | -67.8% | 2 | -66.7% | 0.00% | – |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $64 | -80.9% | 1 | -80.0% | 0.00% | – |
| LUCID GROUP INC | $525 | -19.0% | 94 | 0.0% | 0.00% | – | ||
| DAL | DELTA AIR LINES INC DEL | $74 | -22.1% | 2 | 0.0% | 0.00% | – | |
| DFAC | Buy | DIMENSIONAL ETF TRUSTus core equity 2 | $0 | – | 0 | +100.0% | 0.00% | – |
| New | DOCGO INC | $1,007 | – | 189 | +100.0% | 0.00% | – | |
| New | FORTREA HLDGS INC | $743 | – | 26 | +100.0% | 0.00% | – | |
| COMT | New | ISHARES U S ETF TRgsci cmdty stgy | $641 | – | 22 | +100.0% | 0.00% | – |
| DG | New | DOLLAR GEN CORP NEW | $846 | – | 8 | +100.0% | 0.00% | – |
| SPBO | SPDR SER TRportfolio crport | $937 | -4.5% | 34 | 0.0% | 0.00% | – | |
| WAB | Sell | WABTEC | $850 | -13.9% | 8 | -11.1% | 0.00% | – |
| SWKS | New | SKYWORKS SOLUTIONS INC | $493 | – | 5 | +100.0% | 0.00% | – |
| SMSI | SMITH MICRO SOFTWARE INC | $129 | +8.4% | 107 | 0.0% | 0.00% | – | |
| PEJ | New | INVESCO EXCHANGE TRADED FD Tleisure and ente | $575 | – | 15 | +100.0% | 0.00% | – |
| SNAP | SNAP INCcl a | $9 | -25.0% | 1 | 0.0% | 0.00% | – | |
| SQM | New | SOCIEDAD QUIMICA Y MINERA DEspon adr ser b | $477 | – | 8 | +100.0% | 0.00% | – |
| SOFI | SOFI TECHNOLOGIES INC | $32 | -3.0% | 4 | 0.0% | 0.00% | – | |
| FTAI INFRASTRUCTURE INC | $13 | -13.3% | 4 | 0.0% | 0.00% | – | ||
| ZIM | Buy | ZIM INTEGRATED SHIPPING SERV | $636 | +124.7% | 61 | +165.2% | 0.00% | – |
| Sell | WARNER BROS DISCOVERY INC | $793 | -34.1% | 73 | -24.0% | 0.00% | -100.0% | |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -2 | -100.0% | 0.00% | – |
| CGC | CANOPY GROWTH CORP | $94 | +100.0% | 120 | 0.0% | 0.00% | – | |
| EFAV | New | ISHARES TRmsci eafe min vl | $978 | – | 15 | +100.0% | 0.00% | – |
| EOG | New | EOG RES INC | $1,014 | – | 8 | +100.0% | 0.00% | – |
| TPIC | TPI COMPOSITES INC | $779 | -74.5% | 294 | 0.0% | 0.00% | -100.0% | |
| EWBC | New | EAST WEST BANCORP INC | $791 | – | 15 | +100.0% | 0.00% | – |
| COG | New | COTERRA ENERGY INC | $974 | – | 36 | +100.0% | 0.00% | – |
| GM | GENERAL MTRS CO | $33 | -15.4% | 1 | 0.0% | 0.00% | – | |
| TGNA | New | TEGNA INC | $685 | – | 47 | +100.0% | 0.00% | – |
| WMB | New | WILLIAMS COS INC | $371 | – | 11 | +100.0% | 0.00% | – |
| WSM | New | WILLIAMS SONOMA INC | $777 | – | 5 | +100.0% | 0.00% | – |
| PHYS | Exit | SPROTT PHYSICAL GOLD TRunit | $0 | – | -129 | -100.0% | -0.00% | – |
| Exit | PROSHARES TRultrapro sht qqq | $0 | – | -174 | -100.0% | -0.00% | – | |
| UNVR | Exit | UNIVAR SOLUTIONS INC | $0 | – | -100 | -100.0% | -0.00% | – |
| Exit | IONIS PHARMACEUTICALS INCnote | $0 | – | -8,000 | -100.0% | -0.00% | – | |
| Exit | RINGCENTRAL INCnote | $0 | – | -16,000 | -100.0% | -0.01% | – | |
| Exit | LUMENTUM HLDGS INCnote | $0 | – | -16,000 | -100.0% | -0.01% | – | |
| MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -250 | -100.0% | -0.01% | – |
| Exit | VAIL RESORTS INC | $0 | – | -18,000 | -100.0% | -0.01% | – | |
| Exit | FORD MTR CO DELnote | $0 | – | -16,000 | -100.0% | -0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD WHITEHALL FDS | 12 | Q3 2023 | 11.9% |
| VANGUARD SCOTTSDALE FDS | 12 | Q3 2023 | 12.5% |
| ISHARES TR | 12 | Q3 2023 | 12.2% |
| VANGUARD TAX-MANAGED INTL FD | 12 | Q3 2023 | 6.9% |
| SPDR INDEX SHS FDS | 12 | Q3 2023 | 6.3% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 5.6% |
| SPDR SER TR | 12 | Q3 2023 | 8.7% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 4.6% |
| GLOBAL X FDS | 12 | Q3 2023 | 4.4% |
| SPDR SER TR | 12 | Q3 2023 | 7.4% |
View Iron Horse Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-04-11 |
| 13F-HR | 2022-01-19 |
View Iron Horse Wealth Management, 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.