$107 Million is the total value of Accel Wealth Management's 859 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VYM | New | VANGUARD HIGH DIV YLD ETFhigh div yld etf | $4,239,000 | – | 46,327 | +100.0% | 3.95% | – |
AAPL | New | APPLE INC COM | $3,190,000 | – | 24,042 | +100.0% | 2.97% | – |
CAPE | New | BARCLAYS BANK PLC IPATH SHILLER CAPE ETNipath shiller cape etn | $2,952,000 | – | 16,577 | +100.0% | 2.75% | – |
AMZN | New | AMAZON COM INC COM | $2,794,000 | – | 858 | +100.0% | 2.60% | – |
AGG | New | ISHARES TRUST CORE US AGGBD ET ETFcore us aggbd et etf | $2,568,000 | – | 21,729 | +100.0% | 2.39% | – |
DGRO | New | ISHARES TRUST CORE DIV GRWTH ETFcore div grwth etf | $2,229,000 | – | 49,739 | +100.0% | 2.08% | – |
FVD | New | FIRST TST VALUE LI SHS ETF | $1,969,000 | – | 56,157 | +100.0% | 1.83% | – |
FPXI | New | FIRST TRUST EXCH TRADED FUND 2 INTL EQUITY OPP ETFintl equity opp etf | $1,910,000 | – | 27,766 | +100.0% | 1.78% | – |
GOOGL | New | ALPHABET INC COM CL A | $1,909,000 | – | 1,089 | +100.0% | 1.78% | – |
PTY | New | PIMCO CORPORATE & INCOME OPP F COM | $1,625,000 | – | 91,032 | +100.0% | 1.51% | – |
PGX | New | INVESCO EXCHANGE TRADED FUND T PFD ETFpfd etf | $1,524,000 | – | 99,864 | +100.0% | 1.42% | – |
PFF | New | ISHARES TRUST PFD AND INCM SEC ETFpfd and incm sec etf | $1,501,000 | – | 38,980 | +100.0% | 1.40% | – |
FV | New | FIRST TR EXCHANGE TRADED FD VI DORSEY WRT 5 ETFdorsey wrt 5 etf | $1,426,000 | – | 35,234 | +100.0% | 1.33% | – |
PEP | New | PEPSICO INC COM | $1,416,000 | – | 9,545 | +100.0% | 1.32% | – |
ILCG | New | ISHARES TRUST MRNGSTR LG-CP GR ETFmrngstr lg-cp gr etf | $1,383,000 | – | 4,772 | +100.0% | 1.29% | – |
PGF | New | INVESCO EXCHANGE TRADED FD TR FINL PFD ETFfinl pfd etf | $1,255,000 | – | 65,329 | +100.0% | 1.17% | – |
VBK | New | VANGUARD SML CP GRW ETFsml cp grw etf | $1,208,000 | – | 4,513 | +100.0% | 1.12% | – |
ANGL | New | VANECK VECTORS ETF TRUST FALLEN ANGEL HG ETFfallen angel hg etf | $1,167,000 | – | 36,361 | +100.0% | 1.09% | – |
QTEC | New | FIRST TRUST PORTFOLIOS SHS ETF | $1,127,000 | – | 8,164 | +100.0% | 1.05% | – |
AFIN | New | AMERICAN FINANCE TRUST INC COM USD0.01 | $1,125,000 | – | 151,458 | +100.0% | 1.05% | – |
VTI | New | VANGUARD TOTAL STK MKT ETFtotal stk mkt etf | $1,007,000 | – | 5,175 | +100.0% | 0.94% | – |
JPM | New | JP MORGAN CHASE & CO COM | $995,000 | – | 7,831 | +100.0% | 0.93% | – |
GLD | New | SPDR GOLD TRUST GOLD SHS ETF | $929,000 | – | 5,206 | +100.0% | 0.86% | – |
MSFT | New | MICROSOFT CORP COM | $905,000 | – | 4,068 | +100.0% | 0.84% | – |
PRU | New | PRUDENTIAL FINANCIAL INC COM | $896,000 | – | 11,478 | +100.0% | 0.84% | – |
VIG | New | VANGUARD DIV APP ETFdiv app etf | $896,000 | – | 6,345 | +100.0% | 0.84% | – |
VZ | New | VERIZON COMMUNICATIONS COM | $887,000 | – | 15,099 | +100.0% | 0.83% | – |
BX | New | BLACKSTONE GROUP INC COM CL A | $871,000 | – | 13,444 | +100.0% | 0.81% | – |
FPE | New | FIRST TRUST EXCHANGE-TRADED FU PFD SECS INC ETFpfd secs inc etf | $867,000 | – | 42,933 | +100.0% | 0.81% | – |
JNJ | New | JOHNSON & JOHNSON COM | $827,000 | – | 5,251 | +100.0% | 0.77% | – |
XLU | New | SELECT SECTOR SPDR TRUST SBI INT-UTILS ETFsbi int-utils etf | $800,000 | – | 12,755 | +100.0% | 0.74% | – |
TIP | New | ISHARES TRUST TIPS BD ETFtips bd etf | $748,000 | – | 5,857 | +100.0% | 0.70% | – |
ARKW | New | ARK ETF TR NEXT GNRTN INTER ETFnext gnrtn inter etf | $744,000 | – | 5,083 | +100.0% | 0.69% | – |
IMCG | New | ISHARES TRUST MRGSTR MD CP GRW ETFmrgstr md cp grw etf | $698,000 | – | 1,824 | +100.0% | 0.65% | – |
STWD | New | STARWOOD PROPERTY TRUST INC COM USD0.01 | $681,000 | – | 35,300 | +100.0% | 0.63% | – |
VDC | New | VANGUARD CONSUM STP ETFconsum stp etf | $680,000 | – | 3,907 | +100.0% | 0.63% | – |
CSCO | New | CISCO SYSTEMS INC COM | $646,000 | – | 14,440 | +100.0% | 0.60% | – |
DIS | New | WALT DISNEY COMPANY (THE) COM | $617,000 | – | 3,404 | +100.0% | 0.58% | – |
IP | New | INTERNATIONAL PAPER CO COM | $616,000 | – | 12,389 | +100.0% | 0.57% | – |
BSV | New | VANGUARD SHORT TRM BOND ETFshort trm bond etf | $612,000 | – | 7,382 | +100.0% | 0.57% | – |
BAC | New | BANK OF AMERICA CORPORATION COM | $580,000 | – | 19,141 | +100.0% | 0.54% | – |
EVT | New | EATON VANCE TAX-ADVANTAGED DIV COM | $564,000 | – | 23,857 | +100.0% | 0.52% | – |
HON | New | HONEYWELL INTERNATIONAL INC COM | $560,000 | – | 2,632 | +100.0% | 0.52% | – |
VOT | New | VANGUARD MCAP GR IDXVIP ETFmcap gr idxvip etf | $549,000 | – | 2,587 | +100.0% | 0.51% | – |
KMI | New | KINDER MORGAN INC COM | $543,000 | – | 39,753 | +100.0% | 0.51% | – |
DE | New | DEERE & CO COM | $530,000 | – | 1,971 | +100.0% | 0.49% | – |
SQ | New | SQUARE INC COM CL A | $496,000 | – | 2,281 | +100.0% | 0.46% | – |
VO | New | VANGUARD MID CAP ETFmid cap etf | $476,000 | – | 2,300 | +100.0% | 0.44% | – |
UPS | New | UNITED PARCEL SERVICE INC COM CL B | $454,000 | – | 2,697 | +100.0% | 0.42% | – |
CRM | New | SALESFORCE.COM INC COM | $450,000 | – | 2,024 | +100.0% | 0.42% | – |
VOO | New | VANGUARD S&P 500 ETF SHS | $449,000 | – | 1,307 | +100.0% | 0.42% | – |
QCOM | New | QUALCOMM INC COM | $439,000 | – | 2,881 | +100.0% | 0.41% | – |
VPU | New | VANGUARD UTILITIES ETFutilities etf | $432,000 | – | 3,145 | +100.0% | 0.40% | – |
VHT | New | VANGUARD HEALTH CAR ETFhealth car etf | $430,000 | – | 1,922 | +100.0% | 0.40% | – |
FTSL | New | FIRST TR EXCHANGE TRADED FD IV SENIOR LN FD ETFsenior ln fd etf | $422,000 | – | 8,858 | +100.0% | 0.39% | – |
XLP | New | SELECT SECTOR SPDR TRUST SBI CONS STPLS ETFsbi cons stpls etf | $415,000 | – | 6,155 | +100.0% | 0.39% | – |
LMBS | New | FIRST TR EXCHANGE TRADED FD IV FST LOW OPPT EFT ETFfst low oppt eft etf | $414,000 | – | 8,034 | +100.0% | 0.39% | – |
DUK | New | DUKE ENERGY CORP COM | $407,000 | – | 4,443 | +100.0% | 0.38% | – |
RTX | New | RAYTHEON TECH CORP COM | $406,000 | – | 5,678 | +100.0% | 0.38% | – |
ADM | New | ARCHER-DANIELS-MIDLAND CO COM | $387,000 | – | 7,676 | +100.0% | 0.36% | – |
FDN | New | FIRST TRUST EXCHANGE-TRADED FU DJ INTERNT IDX ETFdj internt idx etf | $368,000 | – | 1,733 | +100.0% | 0.34% | – |
QQQ | New | INVESCO QQQ TRUST UNIT SER 1 ETFunit ser 1 etf | $367,000 | – | 1,168 | +100.0% | 0.34% | – |
FUTY | New | FIDELITY COVINGTON TRUST MSCI UTILS INDEX ETFmsci utils index etf | $367,000 | – | 9,032 | +100.0% | 0.34% | – |
PG | New | PROCTER & GAMBLE CO COM | $360,000 | – | 2,586 | +100.0% | 0.34% | – |
VUG | New | VANGUARD GROWTH ETFgrowth etf | $350,000 | – | 1,381 | +100.0% | 0.33% | – |
AMP | New | AMERIPRISE FINANCIAL INC COM | $350,000 | – | 1,802 | +100.0% | 0.33% | – |
VIOO | New | VANGUARD SMLLCP 600 IDX ETFsmllcp 600 idx etf | $347,000 | – | 2,065 | +100.0% | 0.32% | – |
XOM | New | EXXON MOBIL CORPORATION COM | $344,000 | – | 8,341 | +100.0% | 0.32% | – |
RVT | New | ROYCE VALUE TRUST INC COM | $327,000 | – | 20,262 | +100.0% | 0.30% | – |
LMT | New | LOCKHEED MARTIN CORP COM | $324,000 | – | 912 | +100.0% | 0.30% | – |
ABBV | New | ABBVIE INC COM | $315,000 | – | 2,941 | +100.0% | 0.29% | – |
QCLN | New | FIRST TRUST EXCHANGE-TRADED FU NAS CLNEDG GREEN ETFnas clnedg green etf | $313,000 | – | 4,460 | +100.0% | 0.29% | – |
NVDA | New | NVIDIA CORP COM | $310,000 | – | 593 | +100.0% | 0.29% | – |
LNT | New | ALLIANT ENERGY CORP COM | $304,000 | – | 5,904 | +100.0% | 0.28% | – |
PFE | New | PFIZER INC COM | $298,000 | – | 8,084 | +100.0% | 0.28% | – |
EWT | New | ISHARES INC MSCI TAIWAN ETFmsci taiwan etf | $292,000 | – | 5,495 | +100.0% | 0.27% | – |
ILPT | New | INDUSTRIAL LOGISTICS PPTYS TR COM SHS OF BEN INT USD0.01 | $290,000 | – | 12,471 | +100.0% | 0.27% | – |
NUV | New | NUVEEN MUN VALUE FUND COM USD0.01 | $289,000 | – | 26,054 | +100.0% | 0.27% | – |
AEG | New | AEGON NV ADR SPONSOREDadr sponsored | $287,000 | – | 72,587 | +100.0% | 0.27% | – |
FXL | New | FIRST TRUST EXCH TRADED FUND 2 TECH ALPHADEX ETFtech alphadex etf | $282,000 | – | 2,524 | +100.0% | 0.26% | – |
VOE | New | VANGUARD MCAP VL IDXVIP ETFmcap vl idxvip etf | $281,000 | – | 2,361 | +100.0% | 0.26% | – |
ARKG | New | ARK ETF TR GENOMIC REV ETFgenomic rev etf | $279,000 | – | 2,993 | +100.0% | 0.26% | – |
WTRG | New | ESSENTIAL UTILITIES INC COM | $275,000 | – | 5,820 | +100.0% | 0.26% | – |
FREL | New | FIDELITY COVINGTON TRUST MSCI RL EST ETFmsci rl est etf | $267,000 | – | 10,519 | +100.0% | 0.25% | – |
CXSE | New | WISDOMTREE TRUST CHINADIV EX FI ETFchinadiv ex fi etf | $266,000 | – | 4,050 | +100.0% | 0.25% | – |
BOND | New | PIMCO ETF TRUST ACTIVE BD EXCH TRADED BD USactive bd exch traded bd us | $258,000 | – | 2,277 | +100.0% | 0.24% | – |
BRKB | New | BERKSHIRE HATHAWAY INC COM CL B | $257,000 | – | 1,107 | +100.0% | 0.24% | – |
BA | New | BOEING CO COM | $253,000 | – | 1,182 | +100.0% | 0.24% | – |
PDP | New | INVESCO EXCHANGE TRADED FD TR DWA MOMENTUM ETFdwa momentum etf | $251,000 | – | 2,857 | +100.0% | 0.23% | – |
XSLV | New | INVESCO EXCHANGE TRADED FUND T S&P SMLCP LOW ETFs&p smlcp low etf | $249,000 | – | 6,114 | +100.0% | 0.23% | – |
XEL | New | XCEL ENERGY INC COM | $249,000 | – | 3,735 | +100.0% | 0.23% | – |
JHMT | New | JOHN HANCOCK EXCHANGE-TRADED F MULTIFACTOR TECHNOLOGY ETFmultifactor technology etf | $247,000 | – | 3,143 | +100.0% | 0.23% | – |
EPD | New | ENTERPRISE PRODS PARTNERS L P COM UNITS REP LIM PART INT | $244,000 | – | 12,448 | +100.0% | 0.23% | – |
EMR | New | EMERSON ELECTRIC CO COM | $244,000 | – | 3,034 | +100.0% | 0.23% | – |
FPEI | New | FIRST TRUST EXCHANGE-TRADED FU INSTL PFD SECS ETFinstl pfd secs etf | $243,000 | – | 11,901 | +100.0% | 0.23% | – |
ETSY | New | ETSY INC COM | $242,000 | – | 1,362 | +100.0% | 0.22% | – |
XMLV | New | INVESCO EXCHANGE TRADED FUND T S&P MIDCP LOW ETFs&p midcp low etf | $241,000 | – | 4,999 | +100.0% | 0.22% | – |
STZ | New | CONSTELLATION BRANDS INC COM CL A | $241,000 | – | 1,101 | +100.0% | 0.22% | – |
CXP | New | COLUMBIA PROPERTY TRUST INC COM USD0.01 | $242,000 | – | 16,856 | +100.0% | 0.22% | – |
NEE | New | NEXTERA ENERGY INC COM | $239,000 | – | 3,103 | +100.0% | 0.22% | – |
FCPT | New | FOUR CORNERS PPTY TR INC COM USD0.0001 | $237,000 | – | 7,976 | +100.0% | 0.22% | – |
MDU | New | MDU RESOURCES GROUP INC COM | $234,000 | – | 8,875 | +100.0% | 0.22% | – |
AFB | New | ALLIANCEBERNSTEIN NATL MUNI IN COM | $232,000 | – | 16,091 | +100.0% | 0.22% | – |
AEP | New | AMERICAN ELECTRIC POWER CO INC COM | $232,000 | – | 2,783 | +100.0% | 0.22% | – |
FB | New | FACEBOOK INC COM CL A | $231,000 | – | 847 | +100.0% | 0.22% | – |
PYPL | New | PAYPAL HOLDINGS INC COM | $230,000 | – | 984 | +100.0% | 0.21% | – |
XHE | New | SPDR SERIES TRUST HLTH CR EQUIP ETFhlth cr equip etf | $224,000 | – | 1,971 | +100.0% | 0.21% | – |
BP | New | BP ADR SPONSOREDadr sponsored | $221,000 | – | 10,757 | +100.0% | 0.21% | – |
CVX | New | CHEVRON CORPORATION COM | $220,000 | – | 2,599 | +100.0% | 0.20% | – |
TROW | New | PRICE T ROWE GROUPS COM | $220,000 | – | 1,452 | +100.0% | 0.20% | – |
AMD | New | ADVANCED MICRO DEVICES INC COM | $219,000 | – | 2,385 | +100.0% | 0.20% | – |
PTH | New | INVESCO EXCHANGE TRADED FD TR DWA HEALTHCARE ETFdwa healthcare etf | $215,000 | – | 1,345 | +100.0% | 0.20% | – |
BHK | New | BLACKROCK CORE BOND TRUST SHS BEN INT | $215,000 | – | 13,159 | +100.0% | 0.20% | – |
BABA | New | ALIBABA GROUP HOLDING LTD ADR SPONSOREDadr sponsored | $212,000 | – | 911 | +100.0% | 0.20% | – |
TTC | New | TORO CO COM | $208,000 | – | 2,193 | +100.0% | 0.19% | – |
CNYA | New | ISHARES TRUST MSCI CHINA A ETFmsci china a etf | $207,000 | – | 4,855 | +100.0% | 0.19% | – |
MTUM | New | ISHARES TRUST MSCI USA MOMENTUM FACTOR ETFmsci usa momentum factor etf | $204,000 | – | 1,261 | +100.0% | 0.19% | – |
XMMO | New | INVESCO EXCHANGE TRADED FD TR S&P MDCP MOMNTUM ETFs&p mdcp momntum etf | $204,000 | – | 2,605 | +100.0% | 0.19% | – |
EXC | New | EXELON CORP COM | $202,000 | – | 4,779 | +100.0% | 0.19% | – |
MCD | New | MCDONALD'S CORPORATION COM | $202,000 | – | 942 | +100.0% | 0.19% | – |
BYM | New | BLACKROCK MUN INCOME QUALITY T COM | $201,000 | – | 13,239 | +100.0% | 0.19% | – |
BSX | New | BOSTON SCIENTIFIC CORP COM | $197,000 | – | 5,475 | +100.0% | 0.18% | – |
FHLC | New | FIDELITY COVINGTON TRUST MSCI HLTH CARE I ETFmsci hlth care i etf | $194,000 | – | 3,353 | +100.0% | 0.18% | – |
KO | New | COCA-COLA CO COM | $193,000 | – | 3,510 | +100.0% | 0.18% | – |
MMM | New | 3M COMPANY COM | $192,000 | – | 1,097 | +100.0% | 0.18% | – |
XLB | New | SELECT SECTOR SPDR TRUST SBI MATERIALS ETFsbi materials etf | $190,000 | – | 2,620 | +100.0% | 0.18% | – |
VLO | New | VALERO ENERGY CORP COM | $189,000 | – | 3,338 | +100.0% | 0.18% | – |
XLC | New | SELECT SECTOR SPDR TRUST COMUNICATION SERVC SELECT | $183,000 | – | 2,710 | +100.0% | 0.17% | – |
JPS | New | NUVEEN QUALITY PFD INCOME FUND COM | $183,000 | – | 18,822 | +100.0% | 0.17% | – |
UTF | New | COHEN & STEERS INFRASTRUCTURE COM USD0.001 | $181,000 | – | 7,003 | +100.0% | 0.17% | – |
VGT | New | VANGUARD INF TECH ETFinf tech etf | $179,000 | – | 506 | +100.0% | 0.17% | – |
JHMS | New | JOHN HANCOCK EXCHANGE-TRADED F MULTIFACTOR CONSUMER STAPLEmultifactor consumer staple | $178,000 | – | 5,511 | +100.0% | 0.17% | – |
NLY | New | ANNALY CAPITAL MANAGEMENT INC COM USD0.01 | $176,000 | – | 20,814 | +100.0% | 0.16% | – |
AVGO | New | BROADCOM INC COM | $174,000 | – | 397 | +100.0% | 0.16% | – |
BNDX | New | VANGUARD INTL BD IDX ETFintl bd idx etf | $173,000 | – | 2,950 | +100.0% | 0.16% | – |
LGLV | New | SPDR SERIES TRUST SSGA US LRG ETFssga us lrg etf | $173,000 | – | 1,445 | +100.0% | 0.16% | – |
DBEU | New | DBX ETF TRUST XTRACK MSCI EURP ETFxtrack msci eurp etf | $172,000 | – | 5,743 | +100.0% | 0.16% | – |
OKE | New | ONEOK INC COM | $172,000 | – | 4,480 | +100.0% | 0.16% | – |
SPYG | New | SPDR SERIES TRUST PRTFLO S&P500 GW ETFprtflo s&p500 gw etf | $171,000 | – | 3,097 | +100.0% | 0.16% | – |
PDM | New | PIEDMONT OFFICE REALTY TRUST I COM USD0.01 CL A | $167,000 | – | 10,316 | +100.0% | 0.16% | – |
EMQQ | New | EXCHANGE TRADED CONCEPTS TRUST EMQQ EM INTERN ETFemqq em intern etf | $165,000 | – | 2,600 | +100.0% | 0.15% | – |
SHOP | New | SHOPIFY INC COM CL A | $164,000 | – | 145 | +100.0% | 0.15% | – |
LEN | New | LENNAR CORP COM CL A | $163,000 | – | 2,138 | +100.0% | 0.15% | – |
JHMF | New | JOHN HANCOCK EXCHANGE-TRADED F MULTIFACTOR FINLS ETFmultifactor finls etf | $163,000 | – | 3,928 | +100.0% | 0.15% | – |
T | New | AT&T INC COM | $162,000 | – | 5,646 | +100.0% | 0.15% | – |
RY | New | ROYAL BANK OF CANADA COM | $159,000 | – | 1,942 | +100.0% | 0.15% | – |
ES | New | EVERSOURCE ENERGY COM | $156,000 | – | 1,799 | +100.0% | 0.14% | – |
GBF | New | ISHARES TRUST GOV/CRED BD ETFgov/cred bd etf | $156,000 | – | 1,235 | +100.0% | 0.14% | – |
TSM | New | TAIWAN SEMICONDUCTOR MANUFACTU ADR SPONSOREDadr sponsored | $155,000 | – | 1,417 | +100.0% | 0.14% | – |
SPYD | New | SPDR SERIES TRUST PRTFLO S&P500 HI ETFprtflo s&p500 hi etf | $154,000 | – | 4,665 | +100.0% | 0.14% | – |
BMY | New | BRISTOL-MYERS SQUIBB CO COM | $152,000 | – | 2,453 | +100.0% | 0.14% | – |
GIS | New | GENERAL MILLS INC COM | $149,000 | – | 2,532 | +100.0% | 0.14% | – |
VDE | New | VANGUARD ENERGY ETFenergy etf | $149,000 | – | 2,876 | +100.0% | 0.14% | – |
LQD | New | ISHARES TRUST IBOXX INV CP ETFiboxx inv cp etf | $147,000 | – | 1,065 | +100.0% | 0.14% | – |
MGK | New | VANGUARD MEGA GRWTH IND ETFmega grwth ind etf | $147,000 | – | 721 | +100.0% | 0.14% | – |
CAT | New | CATERPILLAR INC COM | $147,000 | – | 809 | +100.0% | 0.14% | – |
JHMU | New | JOHN HANCOCK EXCHANGE-TRADED F MULTIFACTOR UTILS ETFmultifactor utils etf | $147,000 | – | 4,762 | +100.0% | 0.14% | – |
URI | New | UNITED RENTALS INC COM | $147,000 | – | 635 | +100.0% | 0.14% | – |
IVW | New | ISHARES TRUST S&P 500 GRWT ETFs&p 500 grwt etf | $147,000 | – | 2,296 | +100.0% | 0.14% | – |
KEY | New | KEYCORP COM | $143,000 | – | 8,738 | +100.0% | 0.13% | – |
MRVL | New | MARVELL TECH GROUP COM | $143,000 | – | 2,999 | +100.0% | 0.13% | – |
FMB | New | FIRST TRUST EXCHANGE TRADED FD MANAGD MUN ETFmanagd mun etf | $142,000 | – | 2,501 | +100.0% | 0.13% | – |
CLX | New | CLOROX CO COM | $140,000 | – | 692 | +100.0% | 0.13% | – |
EDV | New | VANGUARD EXTENDED DUR ETFextended dur etf | $140,000 | – | 917 | +100.0% | 0.13% | – |
XENE | New | XENON PHARMACEUTICALS INC COM | $138,000 | – | 9,000 | +100.0% | 0.13% | – |
IVV | New | ISHARES TRUST CORE S&P500 ETFcore s&p500 etf | $136,000 | – | 361 | +100.0% | 0.13% | – |
SPYV | New | SPDR SERIES TRUST PRTFLO S&P500 VL ETFprtflo s&p500 vl etf | $133,000 | – | 3,868 | +100.0% | 0.12% | – |
TGT | New | TARGET CORP COM | $133,000 | – | 753 | +100.0% | 0.12% | – |
FIW | New | FIRST TRUST EXCHANGE TRADED FD WTR ETFwtr etf | $133,000 | – | 1,840 | +100.0% | 0.12% | – |
HYLS | New | FIRST TR EXCHANGE TRADED FD IV FIRST TR TA HIYL ETFfirst tr ta hiyl etf | $133,000 | – | 2,729 | +100.0% | 0.12% | – |
ARKQ | New | ARK ETF TR AUTNMUS TECHNLGY ETFautnmus technlgy etf | $131,000 | – | 1,713 | +100.0% | 0.12% | – |
VTV | New | VANGUARD VALUE ETFvalue etf | $129,000 | – | 1,086 | +100.0% | 0.12% | – |
IGIB | New | ISHARES TRUST 5-10 YEAR INVESTMENT GRADE5-10 year investment grade | $129,000 | – | 2,092 | +100.0% | 0.12% | – |
VCR | New | VANGUARD CONSUM DIS ETFconsum dis etf | $129,000 | – | 468 | +100.0% | 0.12% | – |
ROK | New | ROCKWELL AUTOMATION INC COM | $128,000 | – | 511 | +100.0% | 0.12% | – |
WCN | New | WASTE CONNECTIONS INC (CA) COM | $127,000 | – | 1,238 | +100.0% | 0.12% | – |
XPO | New | XPO LOGISTICS INC COM | $126,000 | – | 1,055 | +100.0% | 0.12% | – |
MRK | New | MERCK & CO INC COM | $126,000 | – | 1,545 | +100.0% | 0.12% | – |
FXR | New | FIRST TRUST EXCH TRADED FUND 2 INDLS PROD DUR ETFindls prod dur etf | $124,000 | – | 2,476 | +100.0% | 0.12% | – |
C | New | CITIGROUP INC COM | $123,000 | – | 2,002 | +100.0% | 0.12% | – |
ADBE | New | ADOBE INC COM | $123,000 | – | 246 | +100.0% | 0.12% | – |
SEIC | New | SEI INVESTMENT CO COM | $120,000 | – | 2,080 | +100.0% | 0.11% | – |
GVI | New | ISHARES TRUST INTRM GOV CR ETFintrm gov cr etf | $118,000 | – | 1,005 | +100.0% | 0.11% | – |
CNP | New | CENTERPOINT ENERGY INC COM | $117,000 | – | 5,408 | +100.0% | 0.11% | – |
V | New | VISA INC COM CL A | $116,000 | – | 529 | +100.0% | 0.11% | – |
ARKK | New | ARK ETF TR INNOVATION ETFinnovation etf | $115,000 | – | 921 | +100.0% | 0.11% | – |
WELL | New | WELLTOWER INC COM USD1 | $114,000 | – | 1,766 | +100.0% | 0.11% | – |
SPTL | New | SPDR SERIES TRUST PORTFOLIO LN TSR ETFportfolio ln tsr etf | $114,000 | – | 2,519 | +100.0% | 0.11% | – |
NMZ | New | NUVEEN MUNI HIGH INCOME OPP FU COM | $113,000 | – | 7,816 | +100.0% | 0.10% | – |
FBND | New | FIDELITY COVINGTON TRUST TOTAL BD ETFtotal bd etf | $113,000 | – | 2,075 | +100.0% | 0.10% | – |
JPST | New | JP MORGAN ETF TRUST ULTRA SHRT INC ETFultra shrt inc etf | $110,000 | – | 2,168 | +100.0% | 0.10% | – |
HD | New | HOME DEPOT INC COM | $110,000 | – | 415 | +100.0% | 0.10% | – |
IIGD | New | INVESCO EXCHANGE-TRADED SELF INVT GRD DEFSV ETFinvt grd defsv etf | $110,000 | – | 4,075 | +100.0% | 0.10% | – |
IEF | New | ISHARES TRUST BARCLAYS 7 10 YR ETFbarclays 7 10 yr etf | $108,000 | – | 904 | +100.0% | 0.10% | – |
VSL | New | ETF SERIES SOLUTIONS VOLSHARES LARG ETFvolshares larg etf | $108,000 | – | 2,900 | +100.0% | 0.10% | – |
SPMD | New | SPDR SERIES TRUST PORTFOLIO S&P 400 MID CAP ETFportfolio s&p 400 mid cap etf | $106,000 | – | 2,635 | +100.0% | 0.10% | – |
USIG | New | ISHARES TRUST BROAD USD INVT GRD CORP BD ETFbroad usd invt grd corp bd etf | $105,000 | – | 1,697 | +100.0% | 0.10% | – |
INTC | New | INTEL CORP COM | $105,000 | – | 2,110 | +100.0% | 0.10% | – |
DHI | New | DR HORTON INC COM | $105,000 | – | 1,520 | +100.0% | 0.10% | – |
WMT | New | WALMART INC COM | $104,000 | – | 719 | +100.0% | 0.10% | – |
HDV | New | ISHARES TRUST CORE HIGH DV ETFcore high dv etf | $104,000 | – | 1,190 | +100.0% | 0.10% | – |
FIXD | New | FIRST TR EXCHANGE TRADED FD VI TCW OPPORTUNIS ETFtcw opportunis etf | $104,000 | – | 1,900 | +100.0% | 0.10% | – |
STOR | New | STORE CAP CORP COM USD0.01 | $103,000 | – | 3,032 | +100.0% | 0.10% | – |
MA | New | MASTERCARD INCORPORATED COM CL A | $102,000 | – | 285 | +100.0% | 0.10% | – |
JHMH | New | JOHN HANCOCK EXCHANGE-TRADED F MULTIFACTOR HEALTH CARE ETFmultifactor health care etf | $100,000 | – | 2,315 | +100.0% | 0.09% | – |
TSLA | New | TESLA INC COM | $98,000 | – | 139 | +100.0% | 0.09% | – |
SO | New | SOUTHERN CO COM | $97,000 | – | 1,585 | +100.0% | 0.09% | – |
FTEC | New | FIDELITY COVINGTON TRUST MSCI INFO TECH I ETFmsci info tech i etf | $97,000 | – | 925 | +100.0% | 0.09% | – |
MFO | New | MFA FINANCIAL INC 8 percent PRF SR NTS 15/04/428% prf sr nts 15/04/42 | $96,000 | – | 3,780 | +100.0% | 0.09% | – |
MDT | New | MEDTRONIC PLC COM | $96,000 | – | 823 | +100.0% | 0.09% | – |
TSN | New | TYSON FOODS INC COM CL A | $95,000 | – | 1,472 | +100.0% | 0.09% | – |
ABT | New | ABBOTT LABORATORIES COM | $92,000 | – | 838 | +100.0% | 0.09% | – |
SPLG | New | SPDR SERIES TRUST PORTFOLIO S&P 500 ETFportfolio s&p 500 etf | $91,000 | – | 2,070 | +100.0% | 0.08% | – |
AMGN | New | AMGEN INC COM | $89,000 | – | 388 | +100.0% | 0.08% | – |
USB | New | US BANCORP COM | $88,000 | – | 1,885 | +100.0% | 0.08% | – |
LOW | New | LOWE'S COMPANIES INC COM | $87,000 | – | 541 | +100.0% | 0.08% | – |
New | UNITED STATES TREASURY NOTES NOTEnote | $87,000 | – | 76 | +100.0% | 0.08% | – | |
AEE | New | AMEREN CORP COM | $87,000 | – | 1,116 | +100.0% | 0.08% | – |
VB | New | VANGUARD SMALL CP ETFsmall cp etf | $85,000 | – | 438 | +100.0% | 0.08% | – |
ETN | New | EATON CORPORATION PLC COM | $85,000 | – | 709 | +100.0% | 0.08% | – |
CARR | New | CARRIER GLOBAL CORPORATION COM | $84,000 | – | 2,239 | +100.0% | 0.08% | – |
EOG | New | EOG RESOURCES INC COM | $84,000 | – | 1,690 | +100.0% | 0.08% | – |
OKTA | New | OKTA INC COM CL A | $83,000 | – | 325 | +100.0% | 0.08% | – |
COST | New | COSTCO WHOLESALE CORP COM | $83,000 | – | 221 | +100.0% | 0.08% | – |
WPC | New | WP CAREY INC COM USD0.001 | $82,000 | – | 1,167 | +100.0% | 0.08% | – |
PFG | New | PRINCIPAL FINANCIAL GROUP COM | $81,000 | – | 1,639 | +100.0% | 0.08% | – |
XLRE | New | SELECT SECTOR SPDR TRUST RL EST SEL SEC ETFrl est sel sec etf | $81,000 | – | 2,208 | +100.0% | 0.08% | – |
EPS | New | WISDOMTREE TRUST US LARGECAP FUND ETFus largecap fund etf | $80,000 | – | 2,004 | +100.0% | 0.08% | – |
VOOV | New | VANGUARD 500 VAL IDX FD ETF500 val idx fd etf | $80,000 | – | 647 | +100.0% | 0.08% | – |
LEG | New | LEGGETT & PLATT INC COM | $79,000 | – | 1,792 | +100.0% | 0.07% | – |
LUMN | New | LUMEN TECHNOLOGIES INC COM | $79,000 | – | 8,057 | +100.0% | 0.07% | – |
NRG | New | NRG ENERGY INC COM | $78,000 | – | 2,089 | +100.0% | 0.07% | – |
AMAT | New | APPLIED MATERIALS INC COM | $78,000 | – | 901 | +100.0% | 0.07% | – |
SOXX | New | ISHARES TRUST PHLX SEMICND ETFphlx semicnd etf | $77,000 | – | 203 | +100.0% | 0.07% | – |
GOOG | New | ALPHABET INC COM CL C | $77,000 | – | 44 | +100.0% | 0.07% | – |
CHTR | New | CHARTER COMMUNICATIONS INC COM CL A | $77,000 | – | 116 | +100.0% | 0.07% | – |
PEAK | New | HEALTHPEAK PROPERTIES INC COM USD1 | $75,000 | – | 2,485 | +100.0% | 0.07% | – |
NUAG | New | NUVEEN ESG NUVEEN ENHNCD YLD AGG BD ETFnuveen enhncd yld agg bd etf | $75,000 | – | 2,928 | +100.0% | 0.07% | – |
UL | New | UNILEVER PLC ADR SPONSOREDadr sponsored | $75,000 | – | 1,238 | +100.0% | 0.07% | – |
ETG | New | EATON VANCE TAX-ADVANTAGED GLO COM | $74,000 | – | 4,034 | +100.0% | 0.07% | – |
MUI | New | BLACKROCK MUNI INTERMEDIATE DU COM | $74,000 | – | 4,956 | +100.0% | 0.07% | – |
GNL | New | GLOBAL NET LEASE INC COM USD0.01 | $73,000 | – | 4,261 | +100.0% | 0.07% | – |
KEYS | New | KEYSIGHT TECHNOLOGIES INC COM | $73,000 | – | 549 | +100.0% | 0.07% | – |
PM | New | PHILIP MORRIS INTL INC COM | $70,000 | – | 847 | +100.0% | 0.06% | – |
TRV | New | TRAVELERS COMPANIES INC COM | $70,000 | – | 501 | +100.0% | 0.06% | – |
UAL | New | UNITED AIRLINES HOLDINGS COM | $70,000 | – | 1,619 | +100.0% | 0.06% | – |
IBM | New | INTERNATIONAL BUS MACH CORP COM | $69,000 | – | 544 | +100.0% | 0.06% | – |
WMB | New | WILLIAMS COMPANIES INC COM | $69,000 | – | 3,453 | +100.0% | 0.06% | – |
CVS | New | CVS HEALTH CORPORATION COM | $68,000 | – | 992 | +100.0% | 0.06% | – |
MO | New | ALTRIA GROUP INC COM | $67,000 | – | 1,638 | +100.0% | 0.06% | – |
SBUX | New | STARBUCKS CORP COM | $66,000 | – | 619 | +100.0% | 0.06% | – |
SYE | New | SSGA ACTIVE ETF TR MFS SYSTEMATIC CORE EQUITY ETFmfs systematic core equity etf | $65,000 | – | 664 | +100.0% | 0.06% | – |
FMAT | New | FIDELITY COVINGTON TRUST MSCI MATLS INDEX ETFmsci matls index etf | $65,000 | – | 1,620 | +100.0% | 0.06% | – |
IGSB | New | ISHARES TRUST 1-5 YEAR INVT GRADE CORP BD1-5 year invt grade corp bd | $65,000 | – | 1,185 | +100.0% | 0.06% | – |
MDLZ | New | MONDELEZ INTL INC COM CL A | $64,000 | – | 1,091 | +100.0% | 0.06% | – |
NVS | New | NOVARTIS AG ADR SPONSOREDadr sponsored | $64,000 | – | 682 | +100.0% | 0.06% | – |
NFG | New | NATIONAL FUEL GAS CO COM | $62,000 | – | 1,506 | +100.0% | 0.06% | – |
KMB | New | KIMBERLY CLARK CORP COM | $62,000 | – | 459 | +100.0% | 0.06% | – |
MUB | New | ISHARES TRUST NATIONAL MUN ETFnational mun etf | $62,000 | – | 525 | +100.0% | 0.06% | – |
NUE | New | NUCOR CORP COM | $62,000 | – | 1,160 | +100.0% | 0.06% | – |
TKR | New | TIMKEN CO COM | $62,000 | – | 800 | +100.0% | 0.06% | – |
SRNE | New | SORRENTO THERAPEUTICS INC COM | $61,000 | – | 8,875 | +100.0% | 0.06% | – |
CMI | New | CUMMINS INC COM | $61,000 | – | 267 | +100.0% | 0.06% | – |
SONY | New | SONY CORP ADR SPONSOREDadr sponsored | $61,000 | – | 600 | +100.0% | 0.06% | – |
CSIQ | New | CANADIAN SOLAR INC COM | $61,000 | – | 1,200 | +100.0% | 0.06% | – |
IJH | New | ISHARES TRUST CORE S&P MCP ETFcore s&p mcp etf | $61,000 | – | 267 | +100.0% | 0.06% | – |
VMBS | New | VANGUARD MORTG-BACK SEC ETFmortg-back sec etf | $60,000 | – | 1,102 | +100.0% | 0.06% | – |
ADP | New | AUTOMATIC DATA PROCESSING INC COM | $60,000 | – | 342 | +100.0% | 0.06% | – |
F | New | FORD MOTOR CO COM | $59,000 | – | 6,736 | +100.0% | 0.06% | – |
ENB | New | ENBRIDGE INC COM | $58,000 | – | 1,815 | +100.0% | 0.05% | – |
IDCC | New | INTERDIGITAL INC COM | $58,000 | – | 950 | +100.0% | 0.05% | – |
VOX | New | VANGUARD COMM SRVC ETF | $57,000 | – | 476 | +100.0% | 0.05% | – |
MN | New | MANNING & NAPIER INC COM CL A | $55,000 | – | 8,745 | +100.0% | 0.05% | – |
WDFC | New | WD-40 CO COM | $55,000 | – | 205 | +100.0% | 0.05% | – |
IBB | New | ISHARES TRUST NASDAQ BIOTECH ETFnasdaq biotech etf | $55,000 | – | 365 | +100.0% | 0.05% | – |
FCX | New | FREEPORT-MCMORAN INC COM CL B | $55,000 | – | 2,106 | +100.0% | 0.05% | – |
FTXO | New | FIRST TR EXCHANGE TRADED FD VI NASDAQ BK ETFnasdaq bk etf | $55,000 | – | 2,311 | +100.0% | 0.05% | – |
IWF | New | ISHARES TRUST RUS 1000 GRW ETFrus 1000 grw etf | $55,000 | – | 227 | +100.0% | 0.05% | – |
EL | New | ESTEE LAUDER COMPANIES INC COM CL A | $54,000 | – | 202 | +100.0% | 0.05% | – |
New | CALCASIEU PARISH LA PUB TR AUT REV BDS CLBLrev bds clbl | $54,000 | – | 55 | +100.0% | 0.05% | – | |
IVE | New | ISHARES TRUST S&P 500 VAL ETFs&p 500 val etf | $54,000 | – | 418 | +100.0% | 0.05% | – |
CGC | New | CANOPY GROWTH CORPORATION COM | $54,000 | – | 2,200 | +100.0% | 0.05% | – |
LIN | New | LINDE PLC COM | $54,000 | – | 203 | +100.0% | 0.05% | – |
UNP | New | UNION PACIFIC CORP COM | $53,000 | – | 254 | +100.0% | 0.05% | – |
IAU | New | ISHARES GOLD TRUST ISHARES ETFishares etf | $53,000 | – | 2,917 | +100.0% | 0.05% | – |
ROKU | New | ROKU INC COM CL A | $53,000 | – | 160 | +100.0% | 0.05% | – |
CMP | New | COMPASS MINERALS INTL INC COM | $52,000 | – | 843 | +100.0% | 0.05% | – |
New | UNITED STATES TREASURY NOTES NOTEnote | $51,000 | – | 48 | +100.0% | 0.05% | – | |
OTIS | New | OTIS WORLDWIDE CORP COM | $51,000 | – | 756 | +100.0% | 0.05% | – |
CCD | New | CALAMOS DYNAMIC CONV & INCOME COM NPV | $51,000 | – | 1,803 | +100.0% | 0.05% | – |
UFCS | New | UNITED FIRE GROUP INC COM | $51,000 | – | 2,040 | +100.0% | 0.05% | – |
GSK | New | GLAXOSMITHKLINE ADR SPONSOREDadr sponsored | $51,000 | – | 1,375 | +100.0% | 0.05% | – |
LUV | New | SOUTHWEST AIRLINES CO COM | $51,000 | – | 1,084 | +100.0% | 0.05% | – |
CINF | New | CINCINNATI FINANCIAL CORP COM | $50,000 | – | 577 | +100.0% | 0.05% | – |
SWKS | New | SKYWORKS SOLUTIONS INC COM | $50,000 | – | 326 | +100.0% | 0.05% | – |
RDVY | New | FIRST TR EXCHANGE TRADED FD VI RISNG DIVD ACHIV ETFrisng divd achiv etf | $50,000 | – | 1,254 | +100.0% | 0.05% | – |
FE | New | FIRSTENERGY CORP COM | $49,000 | – | 1,593 | +100.0% | 0.05% | – |
PSJ | New | INVESCO EXCHANGE TRADED FD TR DYNMC SOFTWARE ETFdynmc software etf | $49,000 | – | 320 | +100.0% | 0.05% | – |
CLTL | New | INVESCO EXCHANGE TRADED FUND T TREAS COLATERL ETFtreas colaterl etf | $49,000 | – | 463 | +100.0% | 0.05% | – |
IYW | New | ISHARES TRUST U.S. TECH ETFu.s. tech etf | $49,000 | – | 580 | +100.0% | 0.05% | – |
FSTA | New | FIDELITY COVINGTON TRUST CONSMR STAPLES ETFconsmr staples etf | $49,000 | – | 1,206 | +100.0% | 0.05% | – |
DELL | New | DELL TECHNOLOGIES INC COM CL C | $48,000 | – | 650 | +100.0% | 0.04% | – |
VTIP | New | VANGUARD STRM INFPROIDX ETFstrm infproidx etf | $48,000 | – | 939 | +100.0% | 0.04% | – |
VYMI | New | VANGUARD INTL HIGH ETFintl high etf | $47,000 | – | 768 | +100.0% | 0.04% | – |
MU | New | MICRON TECHNOLOGY INC COM | $47,000 | – | 620 | +100.0% | 0.04% | – |
TDIV | New | FIRST TR EXCHANGE TRADED FD VI NASD TECH DIV ETFnasd tech div etf | $47,000 | – | 956 | +100.0% | 0.04% | – |
VEA | New | VANGUARD FTSE DEV MKT ETFftse dev mkt etf | $47,000 | – | 993 | +100.0% | 0.04% | – |
MPC | New | MARATHON PETROLEUM CORP COM | $47,000 | – | 1,140 | +100.0% | 0.04% | – |
APD | New | AIR PRODUCTS & CHEMICALS INC COM | $46,000 | – | 168 | +100.0% | 0.04% | – |
CSX | New | CSX CORP COM | $46,000 | – | 503 | +100.0% | 0.04% | – |
New | PUERTO RICO COMWLTH HWY & TRAN REV REF BDS CLBLrev ref bds clbl | $46,000 | – | 45 | +100.0% | 0.04% | – | |
MGV | New | VANGUARD MEGA CAP VAL ETFmega cap val etf | $45,000 | – | 513 | +100.0% | 0.04% | – |
OPI | New | OFFICE PROPERTIES INCOME TRUST COM USD0.01 SHS OF BEN INT | $45,000 | – | 1,963 | +100.0% | 0.04% | – |
TOTL | New | SSGA ACTIVE ETF TR SPDR DOBLELINE TOTAL RETURNspdr dobleline total return | $45,000 | – | 920 | +100.0% | 0.04% | – |
HRL | New | HORMEL FOODS CORP COM | $45,000 | – | 969 | +100.0% | 0.04% | – |
ENLC | New | ENLINK MIDSTREAM LLC COM UNIT REPSTG LTD LIABILI | $45,000 | – | 12,000 | +100.0% | 0.04% | – |
QSY | New | WISDOMTREE TRUST US QLT SHRHD YLD ETFus qlt shrhd yld etf | $45,000 | – | 460 | +100.0% | 0.04% | – |
New | GOLDMAN SACHS CAPITAL II NOTE PERP M/W QTRLY CLBL VARnote perp m/w qtrly clbl var | $44,000 | – | 45 | +100.0% | 0.04% | – | |
XHS | New | SPDR SERIES TRUST HLTH CARE SVCS ETFhlth care svcs etf | $44,000 | – | 452 | +100.0% | 0.04% | – |
SAM | New | BOSTON BEER CO INC COM CL A | $44,000 | – | 44 | +100.0% | 0.04% | – |
WFC | New | WELLS FARGO & COMPANY COM | $44,000 | – | 1,441 | +100.0% | 0.04% | – |
New | SACRAMENTO CNTY CALIF PENSION TAXABLE PENSION OBLIG REV M/Wtaxable pension oblig rev m/w | $44,000 | – | 35 | +100.0% | 0.04% | – | |
TOLZ | New | PROSHARES TRUST DJ BRKFLD GLB ETFdj brkfld glb etf | $43,000 | – | 1,035 | +100.0% | 0.04% | – |
SNY | New | SANOFI ADR SPONSOREDadr sponsored | $43,000 | – | 876 | +100.0% | 0.04% | – |
SPHD | New | INVESCO EXCHANGE TRADED FUND T S&P500 HDL VOL ETFs&p500 hdl vol etf | $43,000 | – | 1,157 | +100.0% | 0.04% | – |
IEFA | New | ISHARES TRUST CORE MSCI EAFE ETFcore msci eafe etf | $43,000 | – | 622 | +100.0% | 0.04% | – |
BEN | New | FRANKLIN RESOURCES INC COM | $42,000 | – | 1,700 | +100.0% | 0.04% | – |
XYL | New | XYLEM INC COM | $42,000 | – | 417 | +100.0% | 0.04% | – |
MPW | New | MEDICAL PROPERTIES TRUST INC COM USD0.001 | $42,000 | – | 1,920 | +100.0% | 0.04% | – |
LKQ | New | LKQ CORPORATION COM | $42,000 | – | 1,200 | +100.0% | 0.04% | – |
TRP | New | TC ENERGY CORPORATION COM | $41,000 | – | 1,012 | +100.0% | 0.04% | – |
XSD | New | SPDR SERIES TRUST S&P SEMICNDCTR ETFs&p semicndctr etf | $41,000 | – | 239 | +100.0% | 0.04% | – |
VOOG | New | VANGUARD 500 GRTH IDX F ETF500 grth idx f etf | $41,000 | – | 178 | +100.0% | 0.04% | – |
TFI | New | SPDR SERIES TRUST NUVEEN BRC MUNIC ETFnuveen brc munic etf | $41,000 | – | 773 | +100.0% | 0.04% | – |
SPAB | New | SPDR SERIES TRUST PORTFOLIO AGRGTE ETFportfolio agrgte etf | $41,000 | – | 1,338 | +100.0% | 0.04% | – |
SPIP | New | SPDR SERIES TRUST PORTFLI TIPS ETFportfli tips etf | $40,000 | – | 1,292 | +100.0% | 0.04% | – |
EFA | New | ISHARES TRUST MSCI EAFE ETFmsci eafe etf | $40,000 | – | 550 | +100.0% | 0.04% | – |
New | KING CNTY WASH SWR REV BDSswr rev bds | $40,000 | – | 40 | +100.0% | 0.04% | – | |
CRWD | New | CROWDSTRIKE HOLDINGS INC COM CL A | $40,000 | – | 190 | +100.0% | 0.04% | – |
MAR | New | MARRIOTT INTERNATIONAL INC COM CL A | $40,000 | – | 300 | +100.0% | 0.04% | – |
WM | New | WASTE MANAGEMENT INC COM | $39,000 | – | 332 | +100.0% | 0.04% | – |
XHB | New | SPDR SERIES TRUST S&P HOMEBUILD ETFs&p homebuild etf | $39,000 | – | 680 | +100.0% | 0.04% | – |
CNST | New | CONSTELLATION PHARMAS INC COM | $39,000 | – | 1,350 | +100.0% | 0.04% | – |
NCV | New | ALLIANZGI CONV & INCOME FD COM USD0.00001 | $39,000 | – | 6,863 | +100.0% | 0.04% | – |
EFR | New | EATON VANCE SR FLTG RATE TRUST COM | $38,000 | – | 3,000 | +100.0% | 0.04% | – |
DD | New | DUPONT DE NEMOURS INC COM | $38,000 | – | 535 | +100.0% | 0.04% | – |
HYG | New | ISHARES TRUST IBOXX HI YD ETFiboxx hi yd etf | $38,000 | – | 434 | +100.0% | 0.04% | – |
CMCSA | New | COMCAST CORP COM CL A | $38,000 | – | 719 | +100.0% | 0.04% | – |
AMT | New | AMERICAN TOWER CORP COM USD0.01 | $38,000 | – | 169 | +100.0% | 0.04% | – |
New | FLINT MICH HOSP BLDG AUTH REV BDS CLBLrev bds clbl | $38,000 | – | 35 | +100.0% | 0.04% | – | |
XBI | New | SPDR SERIES TRUST S&P BIOTECH ETFs&p biotech etf | $38,000 | – | 268 | +100.0% | 0.04% | – |
IWM | New | ISHARES TRUST RUSSELL 2000 ETFrussell 2000 etf | $38,000 | – | 196 | +100.0% | 0.04% | – |
New | JOHNSON CITY TENN HEALTH & EDL REF IMPT BDS REV CLBLref impt bds rev clbl | $37,000 | – | 40 | +100.0% | 0.03% | – | |
MYE | New | MYERS INDUSTRIES INC COM | $36,000 | – | 1,751 | +100.0% | 0.03% | – |
ALL | New | ALLSTATE CORP COM | $37,000 | – | 337 | +100.0% | 0.03% | – |
USMF | New | WISDOMTREE TR GROWTH LEADERS US MULTIFACTOR ETFus multifactor etf | $36,000 | – | 1,028 | +100.0% | 0.03% | – |
MYD | New | BLACKROCK MUNIYIELD FUND INC COM | $36,000 | – | 2,501 | +100.0% | 0.03% | – |
VNQ | New | VANGUARD REAL ESTATE ETFreal estate etf | $37,000 | – | 441 | +100.0% | 0.03% | – |
VIS | New | VANGUARD INDUSTRIAL ETFindustrial etf | $36,000 | – | 213 | +100.0% | 0.03% | – |
DRI | New | DARDEN RESTAURANTS INC COM | $36,000 | – | 301 | +100.0% | 0.03% | – |
CIBR | New | FIRST TRUST EXCH TRADED FUND 2 NASDAQ CYB ETFnasdaq cyb etf | $36,000 | – | 800 | +100.0% | 0.03% | – |
New | TEXAS MUN GAS ACQUISITION & SU REV BDS M/Wrev bds m/w | $37,000 | – | 30 | +100.0% | 0.03% | – | |
GE | New | GENERAL ELECTRIC CO COM | $37,000 | – | 3,416 | +100.0% | 0.03% | – |
HTA | New | HEALTHCARE TRUST OF AMERICA IN USD0.01usd0.01 | $36,000 | – | 1,300 | +100.0% | 0.03% | – |
RS | New | RELIANCE STEEL & ALUMINIUM COM | $36,000 | – | 300 | +100.0% | 0.03% | – |
QRVO | New | QORVO INC COM | $36,000 | – | 215 | +100.0% | 0.03% | – |
TLH | New | ISHARES TRUST 10-20 YR TRS ETF10-20 yr trs etf | $37,000 | – | 231 | +100.0% | 0.03% | – |
LLY | New | ELI LILLY AND COMPANY COM | $37,000 | – | 221 | +100.0% | 0.03% | – |
COP | New | CONOCOPHILLIPS COM | $35,000 | – | 885 | +100.0% | 0.03% | – |
IUSG | New | ISHARES TRUST CORE S&P US GWT ETFcore s&p us gwt etf | $35,000 | – | 392 | +100.0% | 0.03% | – |
IWO | New | ISHARES TRUST RUS 2000 GRW ETFrus 2000 grw etf | $35,000 | – | 122 | +100.0% | 0.03% | – |
REM | New | ISHARES TRUST MORTGE REL ETFmortge rel etf | $35,000 | – | 1,100 | +100.0% | 0.03% | – |
VER | New | VEREIT INC COM USD0.01(POST REV SPLIT) | $35,000 | – | 927 | +100.0% | 0.03% | – |
IWR | New | ISHARES TRUST RUS MID CAP ETFrus mid cap etf | $35,000 | – | 508 | +100.0% | 0.03% | – |
New | FLORIDA DEV FIN CORP SR LIVING REV BDS CLBLrev bds clbl | $35,000 | – | 50 | +100.0% | 0.03% | – | |
PPL | New | PPL CORP COM | $34,000 | – | 1,200 | +100.0% | 0.03% | – |
BND | New | VANGUARD TOTAL BND MRKT ETFtotal bnd mrkt etf | $34,000 | – | 381 | +100.0% | 0.03% | – |
MET | New | METLIFE INC COM | $34,000 | – | 729 | +100.0% | 0.03% | – |
New | SAN BERNARDINO CALIF CITY UNI COPS REV M/Wcops rev m/w | $34,000 | – | 30 | +100.0% | 0.03% | – | |
IGHG | New | PROSHARES TRUST INVT INT RT HG ETFinvt int rt hg etf | $34,000 | – | 450 | +100.0% | 0.03% | – |
BIIB | New | BIOGEN INC COM | $34,000 | – | 137 | +100.0% | 0.03% | – |
New | NEW JERSEY ECONOMIC DEV AUTH R SCH FACS CONSTR BDS REV CLBLsch facs constr bds rev clbl | $34,000 | – | 30 | +100.0% | 0.03% | – | |
SLV | New | ISHARES SILVER TRUST ISHARES ETFishares etf | $33,000 | – | 1,343 | +100.0% | 0.03% | – |
New | CREDIT SUISSE NASSAU TRK ZT 10/06/24(RUSSELL 10)trk zt 10/06/24(russell 10) | $33,000 | – | 61 | +100.0% | 0.03% | – | |
RHHBY | New | ROCHE HOLDINGS AG ADR SPONSOREDadr sponsored | $33,000 | – | 751 | +100.0% | 0.03% | – |
EPR | New | EPR PROPERTIES SBI USD0.01sbi usd0.01 | $33,000 | – | 1,006 | +100.0% | 0.03% | – |
CL | New | COLGATE-PALMOLIVE CO COM | $33,000 | – | 384 | +100.0% | 0.03% | – |
CLMT | New | CALUMET SPECIALTY PRODUCTS COM STK NPV | $32,000 | – | 10,306 | +100.0% | 0.03% | – |
NIM | New | NUVEEN SELECT MATU SH BEN INTsh ben int | $32,000 | – | 3,000 | +100.0% | 0.03% | – |
DSM | New | BNY MELLON STRATEGIC MUNI BD F COM | $32,000 | – | 4,038 | +100.0% | 0.03% | – |
OUSA | New | OSI ETF TRUST OSHARES US QUALITY DIV ETFoshares us quality div etf | $32,000 | – | 846 | +100.0% | 0.03% | – |
New | GRAYSCALE BITCOIN TRUST BTC COM | $32,000 | – | 1,000 | +100.0% | 0.03% | – | |
AGZ | New | ISHARES TRUST AGENCY BOND ETFagency bond etf | $32,000 | – | 266 | +100.0% | 0.03% | – |
BFK | New | BLACKROCK MUN INCOME TRUST SH BEN INTsh ben int | $32,000 | – | 2,083 | +100.0% | 0.03% | – |
New | WILL CNTY ILL CMNTY HIGH SCH D REF BDS CLBLref bds clbl | $32,000 | – | 30 | +100.0% | 0.03% | – | |
CASY | New | CASEY'S GENERAL STORES INC COM | $32,000 | – | 180 | +100.0% | 0.03% | – |
TSCO | New | TRACTOR SUPPLY CO COM | $31,000 | – | 223 | +100.0% | 0.03% | – |
HIG | New | THE HARTFORD FIN SERVICES GRP COM | $31,000 | – | 636 | +100.0% | 0.03% | – |
SPSB | New | SPDR SERIES TRUST PORTFOLIO SHORT ETFportfolio short etf | $31,000 | – | 981 | +100.0% | 0.03% | – |
DVY | New | ISHARES TRUST SELECT DIVID ETFselect divid etf | $31,000 | – | 325 | +100.0% | 0.03% | – |
AXP | New | AMERICAN EXPRESS CO COM | $31,000 | – | 259 | +100.0% | 0.03% | – |
MGC | New | VANGUARD MEGA CAP INDEX ETFmega cap index etf | $31,000 | – | 230 | +100.0% | 0.03% | – |
GILD | New | GILEAD SCIENCES INC COM | $30,000 | – | 506 | +100.0% | 0.03% | – |
New | GREATER JASPER SCH BLDG CORP I FIRST MTG BDS REVfirst mtg bds rev | $30,000 | – | 30 | +100.0% | 0.03% | – | |
New | GRAND TRAVERSE ACADEMY MICH PU REV AND REFUNDING BDS CLBLrev and refunding bds clbl | $30,000 | – | 30 | +100.0% | 0.03% | – | |
VOD | New | VODAFONE GROUP ADR SPONSOREDadr sponsored | $30,000 | – | 1,800 | +100.0% | 0.03% | – |
FSLR | New | FIRST SOLAR INC COM | $30,000 | – | 300 | +100.0% | 0.03% | – |
VCSH | New | VANGUARD SHRT TRM CORP BD ETFshrt trm corp bd etf | $29,000 | – | 345 | +100.0% | 0.03% | – |
FNCL | New | FIDELITY COVINGTON TRUST MSCI FINLS IDX ETFmsci finls idx etf | $29,000 | – | 691 | +100.0% | 0.03% | – |
XLV | New | SELECT SECTOR SPDR TRUST SBI HEALTHCARE ETFsbi healthcare etf | $29,000 | – | 259 | +100.0% | 0.03% | – |
RGEN | New | REPLIGEN CORP COM | $29,000 | – | 150 | +100.0% | 0.03% | – |
RYLD | New | GLOBAL X FDS RUSSELL 2000 ETFrussell 2000 etf | $29,000 | – | 1,302 | +100.0% | 0.03% | – |
PNC | New | PNC FINANCIAL SERVICES GROUP COM | $29,000 | – | 194 | +100.0% | 0.03% | – |
DON | New | WISDOMTREE TRUST US MIDCAP DIVID ETFus midcap divid etf | $29,000 | – | 826 | +100.0% | 0.03% | – |
VOYA | New | VOYA FINANCIAL INC COM | $29,000 | – | 500 | +100.0% | 0.03% | – |
PFFD | New | GLOBAL X FDS US PFD ETFus pfd etf | $29,000 | – | 1,104 | +100.0% | 0.03% | – |
TCEHY | New | TENCENT HOLDINGS LIMITED ADR UNSPONSOREDadr unsponsored | $28,000 | – | 388 | +100.0% | 0.03% | – |
AKAM | New | AKAMAI TECHNOLOGIES COM | $28,000 | – | 270 | +100.0% | 0.03% | – |
XAR | New | SPDR SERIES TRUST AEROSPACE DEF ETFaerospace def etf | $28,000 | – | 248 | +100.0% | 0.03% | – |
TEX | New | TEREX CORP COM | $28,000 | – | 800 | +100.0% | 0.03% | – |
IWN | New | ISHARES TRUST RUS 2000 VAL ETFrus 2000 val etf | $28,000 | – | 211 | +100.0% | 0.03% | – |
New | UNITED STATES TREASURY NOTES NOTEnote | $27,000 | – | 24 | +100.0% | 0.02% | – | |
COKE | New | COCA-COLA CONSOLIDATED INC COM | $27,000 | – | 100 | +100.0% | 0.02% | – |
New | PENNSYLVANIA ST HIGHER EDL FAC REV BDS CLBLrev bds clbl | $27,000 | – | 25 | +100.0% | 0.02% | – | |
UTG | New | REAVES UTILITY INCOME FD COM SH BEN INT | $27,000 | – | 825 | +100.0% | 0.02% | – |
TWTR | New | TWITTER INC COM | $27,000 | – | 500 | +100.0% | 0.02% | – |
New | PUERTO RICO MUN FIN AGY REF BDS REV CLBLref bds rev clbl | $27,000 | – | 30 | +100.0% | 0.02% | – | |
VTRS | New | VIATRIS INC COM | $26,000 | – | 1,386 | +100.0% | 0.02% | – |
DVYE | New | ISHARES INC EM MKTS DIV ETFem mkts div etf | $26,000 | – | 700 | +100.0% | 0.02% | – |
FFG | New | FBL FINANCIAL GROUP INC COM CL A | $26,000 | – | 500 | +100.0% | 0.02% | – |
NTNX | New | NUTANIX INC COM CL A | $26,000 | – | 831 | +100.0% | 0.02% | – |
VTEB | New | VANGUARD TAX-EXEMPT BOND INDEX FUND ETFtax-exempt bond index fund etf | $26,000 | – | 465 | +100.0% | 0.02% | – |
UNH | New | UNITEDHEALTH GROUP INC COM | $26,000 | – | 73 | +100.0% | 0.02% | – |
New | PARK-OHIO INDUSTRIES INC NOTE M/W CLBLnote m/w clbl | $26,000 | – | 25 | +100.0% | 0.02% | – | |
New | PORT SEATTLE WASH REV BDSrev bds | $26,000 | – | 30 | +100.0% | 0.02% | – | |
New | BELLSOUTH CORP NOTE M/W CLBLnote m/w clbl | $26,000 | – | 20 | +100.0% | 0.02% | – | |
New | PUERTO RICO COMWLTH HWY & TRAN REV REF BDS CLBLrev ref bds clbl | $25,000 | – | 25 | +100.0% | 0.02% | – | |
New | IOWA HIGHER ED LN AUTH REV REF BDS REV CLBLref bds rev clbl | $25,000 | – | 25 | +100.0% | 0.02% | – | |
New | IOWA HIGHER ED LN AUTH REV REF BDS REV CLBLref bds rev clbl | $25,000 | – | 25 | +100.0% | 0.02% | – | |
SPMO | New | INVESCO EXCHANGE TRADED FUND T S&P 500 MOMNTM ETFs&p 500 momntm etf | $25,000 | – | 465 | +100.0% | 0.02% | – |
New | UNITED STATES TREASURY BONDS BONDbond | $25,000 | – | 19 | +100.0% | 0.02% | – | |
CTT | New | CATCHMARK TIMBER TRUST INC USD0.01 CL 'A'usd0.01 cl 'a' | $25,000 | – | 2,707 | +100.0% | 0.02% | – |
NMY | New | NUVEEN MARYLAND PREMIUM INCOME COM STK USD0.01 | $25,000 | – | 1,800 | +100.0% | 0.02% | – |
MAS | New | MASCO CORP COM | $24,000 | – | 445 | +100.0% | 0.02% | – |
MSI | New | MOTOROLA SOLUTIONS INC COM | $24,000 | – | 142 | +100.0% | 0.02% | – |
WIA | New | WESTERN ASSET / CLAYMORE US TR COM SH BEN INT | $24,000 | – | 1,760 | +100.0% | 0.02% | – |
IJR | New | ISHARES TRUST CORE S&P SCP ETFcore s&p scp etf | $24,000 | – | 265 | +100.0% | 0.02% | – |
SLY | New | SPDR SERIES TRUST S&P 600 SML CAP ETFs&p 600 sml cap etf | $24,000 | – | 300 | +100.0% | 0.02% | – |
New | CORALVILLE IOWA GO ANNUAL APPROPRIATI REV CLBLgo annual appropriati rev clbl | $24,000 | – | 25 | +100.0% | 0.02% | – | |
New | WESTERN HILLS WTR DIST CALIF S SPL TAX REF BDS CLBLspl tax ref bds clbl | $24,000 | – | 40 | +100.0% | 0.02% | – | |
HYLB | New | DBX ETF TRUST XTRACK USD HIGH ETFxtrack usd high etf | $24,000 | – | 480 | +100.0% | 0.02% | – |
HNDL | New | STRATEGY SHARES NS 7HANDL IDX ETFns 7handl idx etf | $24,000 | – | 930 | +100.0% | 0.02% | – |
New | MERIDIAN TWP MICH ECONOMIC DEV FIRST MTG REV REF BDS CLBLfirst mtg rev ref bds clbl | $24,000 | – | 25 | +100.0% | 0.02% | – | |
RACE | New | FERRARI N V COM | $24,000 | – | 103 | +100.0% | 0.02% | – |
New | ATLANTIC CITY NEW JERSEY GO BDS CLBLgo bds clbl | $23,000 | – | 20 | +100.0% | 0.02% | – | |
New | UNITED STATES TREASURY BONDS BONDbond | $23,000 | – | 17 | +100.0% | 0.02% | – | |
QUAL | New | ISHARES TRUST MSCI USA QUALITY FACTOR ETFmsci usa quality factor etf | $23,000 | – | 195 | +100.0% | 0.02% | – |
IIPR | New | INNOVATIVE INDUSTRIAL PROPERTE COM USD0.001 | $23,000 | – | 125 | +100.0% | 0.02% | – |
BUD | New | ANHEUSER-BUSCH INBEV SA/NV ADR SPONSOREDadr sponsored | $23,000 | – | 325 | +100.0% | 0.02% | – |
DLS | New | WISDOMTREE TRUST INTL SMCAP DIV ETFintl smcap div etf | $23,000 | – | 340 | +100.0% | 0.02% | – |
MXI | New | ISHARES TRUST GLOBAL MATER ETFglobal mater etf | $21,000 | – | 259 | +100.0% | 0.02% | – |
New | PUERTO RICO COMWLTH HWY & TRAN REV BDSrev bds | $22,000 | – | 20 | +100.0% | 0.02% | – | |
ONEY | New | SPDR SERIES TRUST RUSSELL YIELD ETFrussell yield etf | $22,000 | – | 295 | +100.0% | 0.02% | – |
DIA | New | SPDR DOW JONES IND UT SER 1 ETFut ser 1 etf | $22,000 | – | 72 | +100.0% | 0.02% | – |
ACWV | New | ISHARES INC MSCI GBL MIN VOL ETFmsci gbl min vol etf | $22,000 | – | 230 | +100.0% | 0.02% | – |
ALB | New | ALBEMARLE CORP COM | $21,000 | – | 139 | +100.0% | 0.02% | – |
VWO | New | VANGUARD FTSE EMR MKT ETFftse emr mkt etf | $22,000 | – | 448 | +100.0% | 0.02% | – |
LXP | New | LEXINGTON REALTY TRUST COM USD0.0001 | $21,000 | – | 2,000 | +100.0% | 0.02% | – |
BIV | New | VANGUARD INTERMED TERM ETFintermed term etf | $21,000 | – | 226 | +100.0% | 0.02% | – |
HDEF | New | DBX ETF TRUST XTR MSCI EAFE HIGH DIV YLDxtr msci eafe high div yld | $21,000 | – | 925 | +100.0% | 0.02% | – |
IUSV | New | ISHARES TRUST CORE S&P US VLU ETFcore s&p us vlu etf | $22,000 | – | 354 | +100.0% | 0.02% | – |
New | DALLAS TEX WTRWKS & SWR SYS RE WTRWKS AND SWR SYS REV BD CLBLwtrwks and swr sys rev bd clbl | $21,000 | – | 20 | +100.0% | 0.02% | – | |
New | DALLAS TEX WTRWKS & SWR SYS RE WTRWKS AND SWR SYS REV BD CLBLwtrwks and swr sys rev bd clbl | $21,000 | – | 20 | +100.0% | 0.02% | – | |
DOCU | New | DOCUSIGN INC COM | $22,000 | – | 100 | +100.0% | 0.02% | – |
DOV | New | DOVER CORP COM | $21,000 | – | 164 | +100.0% | 0.02% | – |
New | MORGAN STANLEY DEAN WITTER DIS NOTE MTHLYnote mthly | $21,000 | – | 20 | +100.0% | 0.02% | – | |
New | FALCON MINERALS CORP COM CL A | $22,000 | – | 7,000 | +100.0% | 0.02% | – | |
TM | New | TOYOTA MOTOR CORP ADR UNSPONSOREDadr unsponsored | $22,000 | – | 143 | +100.0% | 0.02% | – |
RFDI | New | FIRST TRUST EXCHANGE-TRADED FU RIVRFRNT DYN DEV ETFrivrfrnt dyn dev etf | $21,000 | – | 328 | +100.0% | 0.02% | – |
IEMG | New | ISHARES INC CORE MSCI EMKT ETFcore msci emkt etf | $21,000 | – | 338 | +100.0% | 0.02% | – |
GIM | New | TEMPLETON GLOBAL INCOME FD COM | $22,000 | – | 4,077 | +100.0% | 0.02% | – |
GPC | New | GENUINE PARTS CO COM | $21,000 | – | 213 | +100.0% | 0.02% | – |
New | PUERTO RICO COMWLTH HWY & TRAN TRANSN HWY REV REF BDStransn hwy rev ref bds | $21,000 | – | 20 | +100.0% | 0.02% | – | |
AZN | New | ASTRAZENECA ADR SPONSOREDadr sponsored | $22,000 | – | 445 | +100.0% | 0.02% | – |
XLI | New | SELECT SECTOR SPDR TRUST SBI INT-INDS ETFsbi int-inds etf | $20,000 | – | 226 | +100.0% | 0.02% | – |
New | BAC CAPITAL TRUST XIII TRUST CERTIFICATE PERP M/W QTRtrust certificate perp m/w qtr | $20,000 | – | 20 | +100.0% | 0.02% | – | |
CAH | New | CARDINAL HEALTH INC COM | $20,000 | – | 371 | +100.0% | 0.02% | – |
DAL | New | DELTA AIR LINES INC COM | $20,000 | – | 500 | +100.0% | 0.02% | – |
MDIV | New | FIRST TR EXCHANGE TRADED FD VI MULTI ASSET DI ETFmulti asset di etf | $20,000 | – | 1,355 | +100.0% | 0.02% | – |
New | IOWA ST REV REF BDS CLBLrev ref bds clbl | $20,000 | – | 20 | +100.0% | 0.02% | – | |
KR | New | KROGER CO COM | $20,000 | – | 632 | +100.0% | 0.02% | – |
MAT | New | MATTEL INC COM | $20,000 | – | 1,142 | +100.0% | 0.02% | – |
NNN | New | NATIONAL RETAIL PROPERTIES INC COM USD0.01 | $20,000 | – | 500 | +100.0% | 0.02% | – |
New | SHELBY CNTY TENN HEALTH EDL & REV BDS CLBLrev bds clbl | $20,000 | – | 20 | +100.0% | 0.02% | – | |
DDD | New | 3 D SYSTEMS INC COM | $20,000 | – | 1,937 | +100.0% | 0.02% | – |
TWLO | New | TWILIO INC COM CL A | $20,000 | – | 60 | +100.0% | 0.02% | – |
VTR | New | VENTAS INC COM USD0.25 | $20,000 | – | 416 | +100.0% | 0.02% | – |
VBR | New | VANGUARD SM CP VAL ETFsm cp val etf | $20,000 | – | 139 | +100.0% | 0.02% | – |
WBA | New | WALGREENS BOOTS ALLIANCE INC COM | $20,000 | – | 507 | +100.0% | 0.02% | – |
WY | New | WEYERHAEUSER COMPANY COM USD1.25 | $20,000 | – | 600 | +100.0% | 0.02% | – |
RESE | New | WISDOMTREE TRUST EMERGING MARKETS ESG FUND ETFemerging markets esg fund etf | $20,000 | – | 570 | +100.0% | 0.02% | – |
IDLV | New | INVESCO EXCHANGE TRADED FUND T S&P INTL LOW ETFs&p intl low etf | $19,000 | – | 645 | +100.0% | 0.02% | – |
ATO | New | ATMOS ENERGY CORP COM | $19,000 | – | 200 | +100.0% | 0.02% | – |
PFN | New | PIMCO INCOME STRATEGY FUND II COM | $19,000 | – | 1,915 | +100.0% | 0.02% | – |
D | New | DOMINION ENERGY INC COM | $19,000 | – | 252 | +100.0% | 0.02% | – |
SHY | New | ISHARES TRUST 1 3 YR TREAS BD ETF1 3 yr treas bd etf | $19,000 | – | 219 | +100.0% | 0.02% | – |
IWD | New | ISHARES TRUST RUS 1000 VAL ETFrus 1000 val etf | $19,000 | – | 136 | +100.0% | 0.02% | – |
TAK | New | TAKEDA PHARMACEUTICAL CO LTD ADR SPONSOREDadr sponsored | $19,000 | – | 1,067 | +100.0% | 0.02% | – |
IDRV | New | ISHARES TRUST SELF DRIVNG EV ETFself drivng ev etf | $19,000 | – | 430 | +100.0% | 0.02% | – |
ORCL | New | ORACLE CORP COM | $19,000 | – | 299 | +100.0% | 0.02% | – |
RPAI | New | RETAIL PROP OF AMERICA INC COM USD0.001 CL A | $19,000 | – | 2,256 | +100.0% | 0.02% | – |
DEO | New | DIAGEO ADR SPONSOREDadr sponsored | $18,000 | – | 114 | +100.0% | 0.02% | – |
BAYRY | New | BAYER AG ADR SPONSOREDadr sponsored | $18,000 | – | 1,185 | +100.0% | 0.02% | – |
RFEM | New | FIRST TRUST EXCHANGE-TRADED FU RIVR FRNT DYN ETFrivr frnt dyn etf | $18,000 | – | 260 | +100.0% | 0.02% | – |
SWK | New | STANLEY BLACK & DECKER INC COM | $18,000 | – | 100 | +100.0% | 0.02% | – |
MYF | New | BLACKROCK MUNIYIELD INVT FD COM | $18,000 | – | 1,272 | +100.0% | 0.02% | – |
QTMM | New | QUANTUM MATERIALS CORP COM | $18,000 | – | 527,000 | +100.0% | 0.02% | – |
NKE | New | NIKE INC COM CL B | $18,000 | – | 129 | +100.0% | 0.02% | – |
DBX | New | DROPBOX INC COM CL A | $18,000 | – | 820 | +100.0% | 0.02% | – |
BWXT | New | BWX TECHNOLOGIES INC COM | $18,000 | – | 305 | +100.0% | 0.02% | – |
SCHD | New | SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETFus dividend equity etf | $18,000 | – | 288 | +100.0% | 0.02% | – |
QS | New | QUANTUMSCAPE CORP COM CL A | $18,000 | – | 217 | +100.0% | 0.02% | – |
PAWZ | New | PROSHARES TRUST PET CARE ETFpet care etf | $17,000 | – | 235 | +100.0% | 0.02% | – |
PXD | New | PIONEER NATURAL RESOURCES CO COM | $17,000 | – | 153 | +100.0% | 0.02% | – |
MSCI | New | MSCI INC COM | $17,000 | – | 37 | +100.0% | 0.02% | – |
FAB | New | FIRST TRUST PORTFOLIOS SHS ISSUED FRST ETF | $17,000 | – | 283 | +100.0% | 0.02% | – |
NTR | New | NUTRIEN LTD COM | $17,000 | – | 350 | +100.0% | 0.02% | – |
SPCE | New | VIRGIN GALACTIC HLDGS INC COM | $17,000 | – | 700 | +100.0% | 0.02% | – |
CFR | New | CULLEN FROST BANKERS COM | $17,000 | – | 200 | +100.0% | 0.02% | – |
YUM | New | YUM BRANDS INC COM | $17,000 | – | 161 | +100.0% | 0.02% | – |
ZTS | New | ZOETIS INC COM CL A | $17,000 | – | 100 | +100.0% | 0.02% | – |
DECK | New | DECKERS OUTDOOR CORP COM | $17,000 | – | 60 | +100.0% | 0.02% | – |
XLNX | New | XILINX INC COM | $17,000 | – | 123 | +100.0% | 0.02% | – |
FEP | New | FIRST TRUST EXCHANGE-TRADED AL EUROPE ALPHADEX ETFeurope alphadex etf | $16,000 | – | 425 | +100.0% | 0.02% | – |
RDSA | New | ROYAL DUTCH SHELL ADR SPONSOREDadr sponsored | $16,000 | – | 466 | +100.0% | 0.02% | – |
GD | New | GENERAL DYNAMICS CORP COM | $16,000 | – | 107 | +100.0% | 0.02% | – |
QYLD | New | GLOBAL X FDS NASDAQ 100 COVER ETFnasdaq 100 cover etf | $16,000 | – | 700 | +100.0% | 0.02% | – |
New | FRANKLIN CNTY OHIO CONVENTION BDS REV CLBLbds rev clbl | $16,000 | – | 15 | +100.0% | 0.02% | – | |
IYH | New | ISHARES TRUST US HLTHCARE ETFus hlthcare etf | $16,000 | – | 67 | +100.0% | 0.02% | – |
MFC | New | MANULIFE FINANCIAL CORP COM | $16,000 | – | 893 | +100.0% | 0.02% | – |
IDU | New | ISHARES TRUST U.S. UTILITS ETFu.s. utilits etf | $16,000 | – | 208 | +100.0% | 0.02% | – |
FIHD | New | UBS AG LONDON FI ENHANCD ETNfi enhancd etn | $16,000 | – | 88 | +100.0% | 0.02% | – |
LULU | New | LULULEMON ATHLETICA INC COM | $16,000 | – | 45 | +100.0% | 0.02% | – |
JNK | New | SPDR SERIES TRUST BLOOMBERG BRCLYS ETFbloomberg brclys etf | $16,000 | – | 151 | +100.0% | 0.02% | – |
DTF | New | DTF TAX-FREE INCOME INC COM | $16,000 | – | 1,049 | +100.0% | 0.02% | – |
CSL | New | CARLISLE COS INC COM | $16,000 | – | 100 | +100.0% | 0.02% | – |
FTNT | New | FORTINET INC COM | $15,000 | – | 100 | +100.0% | 0.01% | – |
URA | New | GLOBAL X FDS GLOBAL X URANIUM ETFglobal x uranium etf | $15,000 | – | 970 | +100.0% | 0.01% | – |
WORK | New | SLACK TECHNOLOGIES INC COM CL A | $15,000 | – | 350 | +100.0% | 0.01% | – |
SCHA | New | SCHWAB STRATEGIC TR US SMALL-CAP ETFus small-cap etf | $15,000 | – | 166 | +100.0% | 0.01% | – |
APA | New | APACHE CORP COM | $15,000 | – | 1,080 | +100.0% | 0.01% | – |
WGO | New | WINNEBAGO INDUSTRIES INC COM | $15,000 | – | 254 | +100.0% | 0.01% | – |
LTHM | New | LIVENT CORPORATION COM | $15,000 | – | 780 | +100.0% | 0.01% | – |
NSC | New | NORFOLK SOUTHERN CORP COM | $15,000 | – | 65 | +100.0% | 0.01% | – |
GSY | New | INVESCO ACTIVELY MANAGED EXCHA ULTRA SHRT DUR ETFultra shrt dur etf | $15,000 | – | 300 | +100.0% | 0.01% | – |
CBRL | New | CRACKER BARREL OLD COM | $15,000 | – | 116 | +100.0% | 0.01% | – |
RHS | New | INVESCO EXCHANGE TRADED FD TR S&P500 EQL STP ETFs&p500 eql stp etf | $15,000 | – | 100 | +100.0% | 0.01% | – |
ED | New | CONSOLIDATED EDISON INC COM | $15,000 | – | 207 | +100.0% | 0.01% | – |
VT | New | VANGUARD TT WRLD ST ETFtt wrld st etf | $15,000 | – | 159 | +100.0% | 0.01% | – |
ASML | New | ASML HOLDING NV ADR SPONSOREDadr sponsored | $15,000 | – | 30 | +100.0% | 0.01% | – |
New | WELLS FARGO BANK NATIONAL ASSN NOTEnote | $15,000 | – | 10 | +100.0% | 0.01% | – | |
New | PUERTO RICO COMWLTH HWY & TRAN REV REF BDS CLBLrev ref bds clbl | $15,000 | – | 15 | +100.0% | 0.01% | – | |
VLT | New | INVESCO HIGH INCOME TRUST II COM STK NPV | $14,000 | – | 1,006 | +100.0% | 0.01% | – |
PPC | New | PILGRIMS PRIDE CORP COM | $14,000 | – | 725 | +100.0% | 0.01% | – |
New | LOUISIANA LOC GOVT ENVIRONMENT REV BDS CLBLrev bds clbl | $14,000 | – | 20 | +100.0% | 0.01% | – | |
AM | New | ANTERO MIDSTREAM CORPORATION COM | $14,000 | – | 1,765 | +100.0% | 0.01% | – |
WDAY | New | WORKDAY INC COM CL A | $14,000 | – | 60 | +100.0% | 0.01% | – |
VERPRF | New | VEREIT INC 6.7 percent PFD SERF6.7% pfd serf | $14,000 | – | 556 | +100.0% | 0.01% | – |
UNM | New | UNUM GROUP COM | $14,000 | – | 600 | +100.0% | 0.01% | – |
MFM | New | MFS MUNICIPAL INCOME TRUST SH BEN INTsh ben int | $14,000 | – | 2,083 | +100.0% | 0.01% | – |
SFTBY | New | SOFTBANK GROUP CORP ADR UNSPONSOREDadr unsponsored | $14,000 | – | 350 | +100.0% | 0.01% | – |
New | UNITED STATES TREASURY BONDS BONDbond | $14,000 | – | 9 | +100.0% | 0.01% | – | |
VRP | New | INVESCO EXCHANGE TRADED FUND T VAR RATE PFD ETFvar rate pfd etf | $14,000 | – | 521 | +100.0% | 0.01% | – |
BYND | New | BEYOND MEAT INC COM | $13,000 | – | 100 | +100.0% | 0.01% | – |
LRCX | New | LAM RESEARCH CORP COM | $13,000 | – | 27 | +100.0% | 0.01% | – |
K | New | KELLOGG COMPANY COM | $13,000 | – | 204 | +100.0% | 0.01% | – |
KALA | New | KALA PHARMACEUTICALS INC COM | $13,000 | – | 1,850 | +100.0% | 0.01% | – |
VTC | New | VANGUARD TOTAL CORP BND ETFtotal corp bnd etf | $13,000 | – | 135 | +100.0% | 0.01% | – |
PKB | New | INVESCO EXCHANGE TRADED FD TR DYNMC BLDG CON ETFdynmc bldg con etf | $13,000 | – | 319 | +100.0% | 0.01% | – |
RSP | New | INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT ETFs&p500 eql wgt etf | $13,000 | – | 100 | +100.0% | 0.01% | – |
QUS | New | SPDR SERIES TRUST MSCI USA STRTGIC ETFmsci usa strtgic etf | $13,000 | – | 120 | +100.0% | 0.01% | – |
SPSM | New | SPDR SERIES TRUST PORTFOLIO S&P 600 SM CAP ETFportfolio s&p 600 sm cap etf | $13,000 | – | 350 | +100.0% | 0.01% | – |
UBS | New | UBS GROUP AG COM | $13,000 | – | 918 | +100.0% | 0.01% | – |
New | UNITED STATES TREASURY NOTES NOTEnote | $13,000 | – | 12 | +100.0% | 0.01% | – | |
NCLH | New | NORWEGIAN CRUISE LINE HLDGS LT COM | $13,000 | – | 500 | +100.0% | 0.01% | – |
PML | New | PIMCO MUNICIPAL INCOME FUND II COM | $12,000 | – | 841 | +100.0% | 0.01% | – |
QQQX | New | NUVEEN NASDAQ 100 DYNAMIC OVWT COM SHS | $12,000 | – | 452 | +100.0% | 0.01% | – |
ETW | New | EATON VANCE T/M GL COM | $12,000 | – | 1,250 | +100.0% | 0.01% | – |
AMZA | New | ETFIS SER TR I INFRAC ACT MLP ETFinfrac act mlp etf | $12,000 | – | 645 | +100.0% | 0.01% | – |
RIO | New | RIO TINTO ADR SPONSOREDadr sponsored | $12,000 | – | 161 | +100.0% | 0.01% | – |
SPTM | New | SPDR SERIES TRUST PORTFOLI S&P 1500 COMP STK ETF | $12,000 | – | 250 | +100.0% | 0.01% | – |
LITE | New | LUMENTUM HLDGS INC COM | $12,000 | – | 125 | +100.0% | 0.01% | – |
GPN | New | GLOBAL PAYMENTS INC COM | $11,000 | – | 50 | +100.0% | 0.01% | – |
IGV | New | ISHARES TRUST EXPANDED TECH SOFTWAREexpanded tech software | $11,000 | – | 30 | +100.0% | 0.01% | – |
NMM | New | NAVIOS MARITIME PARTNERS LP COM UTS REP LTD PTR INT(P/S | $11,000 | – | 1,010 | +100.0% | 0.01% | – |
New | UNITED STATES TREASURY BONDS BONDbond | $11,000 | – | 9 | +100.0% | 0.01% | – | |
REXR | New | REXFORD INDUSTRIAL REALTY INC COM USD0.01 | $11,000 | – | 220 | +100.0% | 0.01% | – |
PSK | New | SPDR SERIES TRUST WELLS FG PFD ETFwells fg pfd etf | $11,000 | – | 254 | +100.0% | 0.01% | – |
ORI | New | OLD REPUBLIC INTL CORP COM | $11,000 | – | 576 | +100.0% | 0.01% | – |
NTAP | New | NETAPP INC COM | $11,000 | – | 163 | +100.0% | 0.01% | – |
RMR | New | THE RMR GROUP INC COM CL A | $11,000 | – | 285 | +100.0% | 0.01% | – |
HE | New | HAWAIIAN ELECTRIC INDUSTRIES COM | $11,000 | – | 310 | +100.0% | 0.01% | – |
CHSCP | New | CHS INC 8 percent PRF USD258% prf usd25 | $11,000 | – | 357 | +100.0% | 0.01% | – |
IVOO | New | VANGUARD MIDCP 400 IDX ETFmidcp 400 idx etf | $11,000 | – | 70 | +100.0% | 0.01% | – |
IFF | New | INTL FLAVORS & FRAGRANCES INC COM | $11,000 | – | 100 | +100.0% | 0.01% | – |
NFLX | New | NETFLIX INC COM | $11,000 | – | 20 | +100.0% | 0.01% | – |
PSX | New | PHILLIPS 66 COM | $11,000 | – | 156 | +100.0% | 0.01% | – |
CHE | New | CHEMED CORP COM | $11,000 | – | 20 | +100.0% | 0.01% | – |
USO | New | UNITED STATES OIL FUND LP UNITS ETFunits etf | $11,000 | – | 321 | +100.0% | 0.01% | – |
New | FORD MOTOR CREDIT CO LLC NOTE M/W CLBLnote m/w clbl | $10,000 | – | 10 | +100.0% | 0.01% | – | |
IJK | New | ISHARES TRUST S&P MC 400GR ETFs&p mc 400gr etf | $10,000 | – | 144 | +100.0% | 0.01% | – |
EVRG | New | EVERGY INC COM | $10,000 | – | 181 | +100.0% | 0.01% | – |
New | COMENITY CAP BANK SALT LAKE CI CD MTHLYcd mthly | $10,000 | – | 10 | +100.0% | 0.01% | – | |
BNPQY | New | BNP PARIBAS ADR SPONSOREDadr sponsored | $10,000 | – | 365 | +100.0% | 0.01% | – |
New | WELLS FARGO BANK NATIONAL ASSN CD MTHLYcd mthly | $10,000 | – | 10 | +100.0% | 0.01% | – | |
MINT | New | PIMCO ETF TRUST ENHANCED SHT MATURITY ACTIVenhanced sht maturity activ | $10,000 | – | 100 | +100.0% | 0.01% | – |
IIN | New | INTRICOM CORP COM | $10,000 | – | 530 | +100.0% | 0.01% | – |
DGS | New | WISDOMTREE TRUST EMG MKTS SMCAP ETFemg mkts smcap etf | $10,000 | – | 201 | +100.0% | 0.01% | – |
IMMR | New | IMMERSION CORP COM | $10,000 | – | 865 | +100.0% | 0.01% | – |
IDA | New | IDACORP INC COM | $10,000 | – | 100 | +100.0% | 0.01% | – |
PNM | New | PNM RESOURCES INC COM | $10,000 | – | 212 | +100.0% | 0.01% | – |
ALK | New | ALASKA AIR GROUP INC COM | $10,000 | – | 200 | +100.0% | 0.01% | – |
New | GOLDMAN SACHS GROUP INC NOTE M/W MTHLY CLBLnote m/w mthly clbl | $10,000 | – | 10 | +100.0% | 0.01% | – | |
MRO | New | MARATHON OIL CORPORATION COM | $10,000 | – | 1,444 | +100.0% | 0.01% | – |
DRIV | New | GLOBAL X FDS AUTONMOUS EV ETFautonmous ev etf | $10,000 | – | 400 | +100.0% | 0.01% | – |
ET | New | ENERGY TRANSFER LP COM UNITS REP LTD PTN INT | $10,000 | – | 1,686 | +100.0% | 0.01% | – |
DSU | New | BLACKROCK DEBT STR COM NEW | $10,000 | – | 1,000 | +100.0% | 0.01% | – |
PRNT | New | ARK ETF TR 3D PRINTING ETF3d printing etf | $10,000 | – | 311 | +100.0% | 0.01% | – |
ITW | New | ILLINOIS TOOL WORKS INC COM | $9,000 | – | 41 | +100.0% | 0.01% | – |
TTE | New | TOTAL SE ADR SPONSOREDadr sponsored | $9,000 | – | 224 | +100.0% | 0.01% | – |
ITT | New | ITT INC COM | $9,000 | – | 122 | +100.0% | 0.01% | – |
MRNA | New | MODERNA INC COM | $9,000 | – | 90 | +100.0% | 0.01% | – |
UEC | New | URANIUM ENERGY CORP COM | $9,000 | – | 5,000 | +100.0% | 0.01% | – |
DIVA | New | AGF INVESTMENTS TR AGFIQ HEDGED DIV ETFagfiq hedged div etf | $9,000 | – | 406 | +100.0% | 0.01% | – |
ATVI | New | ACTIVISION BLIZZARD INC COM | $9,000 | – | 100 | +100.0% | 0.01% | – |
SPY | New | SPDR S&P500 ETF TRUST TR UNIT ETFtr unit etf | $9,000 | – | 25 | +100.0% | 0.01% | – |
TX | New | TERNIUM SA ADRadr | $9,000 | – | 300 | +100.0% | 0.01% | – |
SPTN | New | SPARTANNASH CO COM | $9,000 | – | 500 | +100.0% | 0.01% | – |
YUMC | New | YUM CHINA HOLDINGS INC COM | $9,000 | – | 161 | +100.0% | 0.01% | – |
CCL | New | CARNIVAL CORP UNITSunits | $9,000 | – | 400 | +100.0% | 0.01% | – |
TD | New | TORONTO-DOMINION BANK COM | $9,000 | – | 156 | +100.0% | 0.01% | – |
KHC | New | KRAFT HEINZ CO COM | $9,000 | – | 267 | +100.0% | 0.01% | – |
UAA | New | UNDER ARMOUR INC COM CL A | $9,000 | – | 500 | +100.0% | 0.01% | – |
BGS | New | B & G FOODS INC COM | $8,000 | – | 300 | +100.0% | 0.01% | – |
PPA | New | INVESCO EXCHANGE TRADED FD TR AEROSPACE DEFN ETFaerospace defn etf | $7,000 | – | 100 | +100.0% | 0.01% | – |
USL | New | UNITED STS 12 MONTH OIL FD LP UNIT BEN INT ETFunit ben int etf | $7,000 | – | 403 | +100.0% | 0.01% | – |
HPQ | New | HP INCORPORATION COM | $7,000 | – | 283 | +100.0% | 0.01% | – |
VEU | New | VANGUARD ALLWRLD EX US ETFallwrld ex us etf | $8,000 | – | 140 | +100.0% | 0.01% | – |
WWE | New | WORLD WRESTLING ENTERTAINMENT COM CL A | $7,000 | – | 156 | +100.0% | 0.01% | – |
NICE | New | NICE LTD ADR SPONSOREDadr sponsored | $8,000 | – | 27 | +100.0% | 0.01% | – |
SKT | New | TANGER FACTORY OUTLET CENTERS COM USD0.01 | $7,000 | – | 747 | +100.0% | 0.01% | – |
SIEGY | New | SIEMENS AG ADR SPONSOREDadr sponsored | $7,000 | – | 93 | +100.0% | 0.01% | – |
New | UNITED STATES TREASURY NOTES NOTEnote | $7,000 | – | 6 | +100.0% | 0.01% | – | |
TRN | New | TRINITY INDUSTRIES INC COM | $7,000 | – | 273 | +100.0% | 0.01% | – |
IVLU | New | ISHARES TRUST MSCI USA MULTIFACTOR ETFmsci usa multifactor etf | $7,000 | – | 293 | +100.0% | 0.01% | – |
AGI | New | ALAMOS GOLD INC COM CL A | $7,000 | – | 828 | +100.0% | 0.01% | – |
IECS | New | ISHARES US ETF TRUST CONSUMER STPLS ETFconsumer stpls etf | $8,000 | – | 250 | +100.0% | 0.01% | – |
EA | New | ELECTRONIC ARTS INC COM | $7,000 | – | 50 | +100.0% | 0.01% | – |
ING | New | ING GROEP N.V. ADR SPONSOREDadr sponsored | $7,000 | – | 793 | +100.0% | 0.01% | – |
VV | New | VANGUARD LARGE CAP ETFlarge cap etf | $7,000 | – | 40 | +100.0% | 0.01% | – |
ARGX | New | ARGENX SE ADR SPONSOREDadr sponsored | $7,000 | – | 23 | +100.0% | 0.01% | – |
CAG | New | CONAGRA BRANDS INC COM | $8,000 | – | 210 | +100.0% | 0.01% | – |
EMB | New | ISHARES TRUST JPMORGAN USD EMG ETFjpmorgan usd emg etf | $8,000 | – | 68 | +100.0% | 0.01% | – |
RDWR | New | RADWARE LTD COM | $7,000 | – | 240 | +100.0% | 0.01% | – |
BAX | New | BAXTER INTERNATIONAL INC COM | $8,000 | – | 100 | +100.0% | 0.01% | – |
RDSB | New | ROYAL DUTCH SHELL ADR SPONSOREDadr sponsored | $7,000 | – | 200 | +100.0% | 0.01% | – |
New | MEDLEY CAPITAL CORPORATION N/C 1/4/21 71742W103n/c 1/4/21 71742w103 | $8,000 | – | 275 | +100.0% | 0.01% | – | |
New | UNITED STATES TREASURY BONDS BONDbond | $7,000 | – | 5 | +100.0% | 0.01% | – | |
SMFG | New | SUMITOMO MITSUI FIN GRP INC ADR SPONSOREDadr sponsored | $8,000 | – | 1,238 | +100.0% | 0.01% | – |
PVH | New | PVH CORPORATION COM | $8,000 | – | 88 | +100.0% | 0.01% | – |
GSM | New | FERROGLOBE PLC COM | $7,000 | – | 4,000 | +100.0% | 0.01% | – |
ICF | New | ISHARES TRUST COHEN STEER REIT ETFcohen steer reit etf | $8,000 | – | 146 | +100.0% | 0.01% | – |
ERIC | New | ERICSSON ADR SPONSOREDadr sponsored | $7,000 | – | 562 | +100.0% | 0.01% | – |
EVC | New | ENTRAVISION COMMUNICATIONS COR COM CL A | $8,000 | – | 3,000 | +100.0% | 0.01% | – |
DFS | New | DISCOVER FINANCIAL SERVICES COM | $8,000 | – | 91 | +100.0% | 0.01% | – |
QD | New | QUDIAN INC ADRadr | $7,000 | – | 5,360 | +100.0% | 0.01% | – |
SLB | New | SCHLUMBERGER LIMITED COM | $7,000 | – | 336 | +100.0% | 0.01% | – |
DOW | New | DOW INC COM | $8,000 | – | 136 | +100.0% | 0.01% | – |
PEZ | New | INVESCO EXCHANGE TRADED FD TR DWA CYCLICALS ETFdwa cyclicals etf | $7,000 | – | 87 | +100.0% | 0.01% | – |
APH | New | AMPHENOL CORP COM CL A | $7,000 | – | 53 | +100.0% | 0.01% | – |
SGEN | New | SEAGEN INC COM | $7,000 | – | 40 | +100.0% | 0.01% | – |
AUPH | New | AURINIA PHARMACEUTICALS INC COM | $7,000 | – | 485 | +100.0% | 0.01% | – |
EQIX | New | EQUINIX INC COM | $7,000 | – | 10 | +100.0% | 0.01% | – |
LHX | New | L3 HARRIS TECHNOLOGIES INC COM | $8,000 | – | 42 | +100.0% | 0.01% | – |
GLDM | New | WORLD GOLD TRUST SPDR GLD MINIS ETFspdr gld minis etf | $7,000 | – | 383 | +100.0% | 0.01% | – |
New | UNITED STATES TREASURY NOTES NOTEnote | $6,000 | – | 5 | +100.0% | 0.01% | – | |
MTOR | New | MERITOR INC COM | $6,000 | – | 205 | +100.0% | 0.01% | – |
LNC | New | LINCOLN NATIONAL CORP COM | $6,000 | – | 120 | +100.0% | 0.01% | – |
New | PHILADELPHIA PA SCH DIST GO BDS M/Wgo bds m/w | $6,000 | – | 5 | +100.0% | 0.01% | – | |
TLT | New | ISHARES TRUST 20 YR TR BD ETF20 yr tr bd etf | $6,000 | – | 40 | +100.0% | 0.01% | – |
HVT | New | HAVERTY FURNITURE COS INC COM | $6,000 | – | 232 | +100.0% | 0.01% | – |
New | GOLDMAN SACHS BK USA NEW YORK CDcd | $6,000 | – | 6 | +100.0% | 0.01% | – | |
FCEL | New | FUELCELL ENERGY INC COM | $6,000 | – | 500 | +100.0% | 0.01% | – |
TXN | New | TEXAS INSTRUMENTS INC COM | $6,000 | – | 39 | +100.0% | 0.01% | – |
RWGV | New | DIREXION SHARES ETF TRUST RUSELL1000 GWT ETFrusell1000 gwt etf | $6,000 | – | 60 | +100.0% | 0.01% | – |
DVN | New | DEVON ENERGY CORP COM | $6,000 | – | 348 | +100.0% | 0.01% | – |
COR | New | CORESITE REALTY CORP COM USD0.01 | $6,000 | – | 50 | +100.0% | 0.01% | – |
New | CAPITAL ONE BANK (USA) CDcd | $6,000 | – | 6 | +100.0% | 0.01% | – | |
CCJ | New | CAMECO CORP COM | $6,000 | – | 460 | +100.0% | 0.01% | – |
BRG | New | BLUEROCK RESIDENTIAL GROWTH RE COM USD0.01 CL A | $6,000 | – | 500 | +100.0% | 0.01% | – |
New | AMER EXPRESS CENTURION BANK CDcd | $6,000 | – | 6 | +100.0% | 0.01% | – | |
AWF | New | ALLIANCEBERNSTEIN GLOBAL HGH I COM | $6,000 | – | 500 | +100.0% | 0.01% | – |
NP | New | NEENAH INC COM | $6,000 | – | 100 | +100.0% | 0.01% | – |
WDC | New | WESTERN DIGITAL CORP COM | $5,000 | – | 93 | +100.0% | 0.01% | – |
EBAY | New | EBAY INC COM | $5,000 | – | 100 | +100.0% | 0.01% | – |
LL | New | LUMBER LIQUIDATORS HLDGS INC COM | $5,000 | – | 160 | +100.0% | 0.01% | – |
FGPRQ | New | FERRELLGAS PARTNERS UNIT LTD PARTNERSHIP USD1unit ltd partnership usd1 | $5,000 | – | 17,363 | +100.0% | 0.01% | – |
GTE | New | GRAN TIERRA ENERGY INC COM | $5,000 | – | 14,000 | +100.0% | 0.01% | – |
New | MAINE HEALTH & HIGHER EDL FACS REV BDS CLBLrev bds clbl | $5,000 | – | 5 | +100.0% | 0.01% | – | |
WPX | New | WPX ENERGY INC COM | $5,000 | – | 658 | +100.0% | 0.01% | – |
X | New | UNITED STATES STEEL CORP COM | $5,000 | – | 300 | +100.0% | 0.01% | – |
OLED | New | UNIVERSAL DISPLAY CORP COM | $5,000 | – | 23 | +100.0% | 0.01% | – |
DLR | New | DIGITAL REALTY TRUST INC COM STK USD0.01 | $5,000 | – | 39 | +100.0% | 0.01% | – |
BLV | New | VANGUARD LONG TERM BOND ETFlong term bond etf | $5,000 | – | 48 | +100.0% | 0.01% | – |
CRON | New | CRONOS GROUP INC COM | $5,000 | – | 730 | +100.0% | 0.01% | – |
GLV | New | CLOUGH GLOBAL DIVIDEND AND INC COM | $5,000 | – | 500 | +100.0% | 0.01% | – |
New | CEDAR HILL TEX INDPT SCH DIST GO REF SCH BLDG BDSgo ref sch bldg bds | $5,000 | – | 5 | +100.0% | 0.01% | – | |
QSR | New | RESTAURANT BRANDS INTL INC COM | $5,000 | – | 83 | +100.0% | 0.01% | – |
CHSCL | New | CHS INC PFD CL B SER 4pfd cl b ser 4 | $5,000 | – | 184 | +100.0% | 0.01% | – |
HRB | New | BLOCK (H & R) INC COM | $5,000 | – | 330 | +100.0% | 0.01% | – |
JRO | New | NUVEEN FLOATING RATE INCOME OP COM SHS | $5,000 | – | 587 | +100.0% | 0.01% | – |
UFO | New | PROCURE ETF TRUST II SPACE ETFspace etf | $5,000 | – | 200 | +100.0% | 0.01% | – |
FDL | New | FIRST TST MORNINGS SHS ETF | $5,000 | – | 181 | +100.0% | 0.01% | – |
GSPRA | New | GOLDMAN SACHS GROUP INC DEP SHR REP 1/1000TH PFD SEdep shr rep 1/1000th pfd se | $5,000 | – | 189 | +100.0% | 0.01% | – |
LSI | New | LIFE STORAGE INC COM USD0.01 | $5,000 | – | 40 | +100.0% | 0.01% | – |
XLE | New | SELECT SECTOR SPDR TRUST ENERGY ETFenergy etf | $4,000 | – | 108 | +100.0% | 0.00% | – |
FUN | New | CEDAR FAIR LP DEPOSITRY UTS(REP LTD PART)depositry uts(rep ltd part) | $4,000 | – | 100 | +100.0% | 0.00% | – |
CNC | New | CENTENE CORPORATION COM | $4,000 | – | 70 | +100.0% | 0.00% | – |
STX | New | SEAGATE TECHNOLOGY PLC COM | $4,000 | – | 62 | +100.0% | 0.00% | – |
SCHW | New | SCHWAB (CHARLES) CORP COM | $4,000 | – | 80 | +100.0% | 0.00% | – |
VFH | New | VANGUARD FINANCIALS ETFfinancials etf | $4,000 | – | 59 | +100.0% | 0.00% | – |
SBAC | New | SBA COMMUNICATIONS CORP COM USD0.01 CL A | $4,000 | – | 15 | +100.0% | 0.00% | – |
TPYP | New | MANAGED PORTFOLIO SERIES TORTOISE NRAM PI ETFtortoise nram pi etf | $4,000 | – | 210 | +100.0% | 0.00% | – |
LEO | New | BNY MELLON STRATEGIC MUNIS INC COM | $4,000 | – | 512 | +100.0% | 0.00% | – |
NOK | New | NOKIA OYJ ADR SPONSOREDadr sponsored | $4,000 | – | 938 | +100.0% | 0.00% | – |
GUSH | New | DIREXION SHARES ETF TRUST DLY S&P OIL&GAS EXP&PRD BUL 2Xdly s&p oil&gas exp&prd bul 2x | $4,000 | – | 100 | +100.0% | 0.00% | – |
USHY | New | ISHARES TRUST BROAD USD HIGH ETFbroad usd high etf | $4,000 | – | 88 | +100.0% | 0.00% | – |
AT | New | ATLANTIC POWER CORP COM | $4,000 | – | 2,000 | +100.0% | 0.00% | – |
TGB | New | TASEKO MINES COM | $4,000 | – | 3,000 | +100.0% | 0.00% | – |
NCR | New | NCR CORP COM | $4,000 | – | 100 | +100.0% | 0.00% | – |
INFY | New | INFOSYS LTD ADR SPONSOREDadr sponsored | $4,000 | – | 207 | +100.0% | 0.00% | – |
SJNK | New | SPDR SERIES TRUST BLOOMBERG SRT TR ETFbloomberg srt tr etf | $4,000 | – | 135 | +100.0% | 0.00% | – |
IJS | New | ISHARES TRUST SP SMCP600VL ETFsp smcp600vl etf | $4,000 | – | 44 | +100.0% | 0.00% | – |
PINS | New | PINTEREST INC COM CL A | $4,000 | – | 60 | +100.0% | 0.00% | – |
HYS | New | PIMCO ETF TRUST 0-5 HIGH YIELD ETF0-5 high yield etf | $4,000 | – | 38 | +100.0% | 0.00% | – |
CASS | New | CASS INFORMATION SYSTEMS COM | $4,000 | – | 100 | +100.0% | 0.00% | – |
SUN | New | SUNOCO LP COM UNIT REPSTG LTD PARTNER | $4,000 | – | 135 | +100.0% | 0.00% | – |
NYCB | New | NEW YORK COMMUNITY BANCORP INC COM | $4,000 | – | 375 | +100.0% | 0.00% | – |
CTVA | New | CORTEVA INC COM | $4,000 | – | 103 | +100.0% | 0.00% | – |
HSBC | New | HSBC HOLDINGS PLC ADR SPONSOREDadr sponsored | $3,000 | – | 131 | +100.0% | 0.00% | – |
HPE | New | HEWLETT PACKARD ENTERPRISE CO COM | $3,000 | – | 283 | +100.0% | 0.00% | – |
MDP | New | MEREDITH CORP COM | $3,000 | – | 175 | +100.0% | 0.00% | – |
TRGP | New | TARGA RESOURCES CORPORATION COM | $3,000 | – | 109 | +100.0% | 0.00% | – |
INTU | New | INTUIT INC COM | $3,000 | – | 7 | +100.0% | 0.00% | – |
MC | New | MOELIS & COMPANY COM CL A | $3,000 | – | 55 | +100.0% | 0.00% | – |
SPEM | New | SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETFportfolio emg mk etf | $3,000 | – | 70 | +100.0% | 0.00% | – |
EXPD | New | EXPEDTRS INTL WASH COM | $3,000 | – | 27 | +100.0% | 0.00% | – |
ICLR | New | ICON PLC COM | $3,000 | – | 15 | +100.0% | 0.00% | – |
CTXS | New | CITRIX SYSTEMS INC COM | $3,000 | – | 20 | +100.0% | 0.00% | – |
NAD | New | NUVEEN QUALITY MUN INCOME FD COM | $3,000 | – | 187 | +100.0% | 0.00% | – |
ROST | New | ROSS STORES INC COM | $3,000 | – | 26 | +100.0% | 0.00% | – |
TPR | New | TAPESTRY INC COM | $3,000 | – | 92 | +100.0% | 0.00% | – |
ACN | New | ACCENTURE PLC COM | $3,000 | – | 13 | +100.0% | 0.00% | – |
ACWX | New | ISHARES TRUST MSCI ACWI EX US ETFmsci acwi ex us etf | $3,000 | – | 52 | +100.0% | 0.00% | – |
EDU | New | NEW ORIENTAL EDUCATION AND TEC ADRadr | $3,000 | – | 17 | +100.0% | 0.00% | – |
PLUG | New | PLUG POWER INC COM | $3,000 | – | 100 | +100.0% | 0.00% | – |
SUP | New | SUPERIOR INDS INTL COM | $3,000 | – | 700 | +100.0% | 0.00% | – |
ARNC | New | ARCONIC CORPORATION COM | $3,000 | – | 93 | +100.0% | 0.00% | – |
PACB | New | PACIFIC BIOSCIENCE COM | $3,000 | – | 120 | +100.0% | 0.00% | – |
AU | New | ANGLOGOLD ASHANTI LTD ADR SPONSOREDadr sponsored | $3,000 | – | 126 | +100.0% | 0.00% | – |
ALLE | New | ALLEGION PLC COM | $3,000 | – | 26 | +100.0% | 0.00% | – |
XSOE | New | WISDOMTREE TRUST EM EX ST-OWNED ETFem ex st-owned etf | $3,000 | – | 81 | +100.0% | 0.00% | – |
ORLY | New | OREILLY AUTOMOTIVE INC NEW COM | $3,000 | – | 7 | +100.0% | 0.00% | – |
NSRGY | New | NESTLE SA ADR SPONSOREDadr sponsored | $2,000 | – | 20 | +100.0% | 0.00% | – |
IMO | New | IMPERIAL OIL COM | $2,000 | – | 100 | +100.0% | 0.00% | – |
TJX | New | TJX COS INC COM | $2,000 | – | 36 | +100.0% | 0.00% | – |
PCAR | New | PACCAR INC COM | $2,000 | – | 22 | +100.0% | 0.00% | – |
KSS | New | KOHLS CORPORATION COM | $2,000 | – | 46 | +100.0% | 0.00% | – |
ILCV | New | ISHARES TRUST MRNGSTR LG-CP VL ETFmrngstr lg-cp vl etf | $2,000 | – | 17 | +100.0% | 0.00% | – |
XLK | New | SELECT SECTOR SPDR TRUST TECHNOLOGY ETFtechnology etf | $2,000 | – | 14 | +100.0% | 0.00% | – |
BIF | New | BOULDER GROWTH & INCOME FUND COM | $2,000 | – | 201 | +100.0% | 0.00% | – |
BHP | New | BHP GROUP LTD ADR SPONSOREDadr sponsored | $2,000 | – | 33 | +100.0% | 0.00% | – |
BBY | New | BEST BUY CO INC COM | $2,000 | – | 19 | +100.0% | 0.00% | – |
GRFS | New | GRIFOLS SA ADR SPONSOREDadr sponsored | $2,000 | – | 100 | +100.0% | 0.00% | – |
ACB | New | AURORA CANNABIS INC COM | $2,000 | – | 256 | +100.0% | 0.00% | – |
WU | New | WESTERN UNION COMPANY (THE) COM | $2,000 | – | 75 | +100.0% | 0.00% | – |
PHM | New | PULTE GROUP INC COM | $2,000 | – | 41 | +100.0% | 0.00% | – |
WLL | New | WHITING PETROLEUM CORP COM | $2,000 | – | 78 | +100.0% | 0.00% | – |
HSY | New | HERSHEY COMPANY COM | $2,000 | – | 13 | +100.0% | 0.00% | – |
FFIV | New | F5 NETWORK INC COM | $2,000 | – | 10 | +100.0% | 0.00% | – |
ROBO | New | EXCHANGE TRADED CONCEPTS TRUST ROBO GLB ETFrobo glb etf | $2,000 | – | 35 | +100.0% | 0.00% | – |
HOG | New | HARLEY DAVIDSON COM | $2,000 | – | 46 | +100.0% | 0.00% | – |
PAYX | New | PAYCHEX INC COM | $2,000 | – | 21 | +100.0% | 0.00% | – |
ACA | New | ARCOSA INC COM | $2,000 | – | 35 | +100.0% | 0.00% | – |
VAW | New | VANGUARD MATERIALS ETFmaterials etf | $2,000 | – | 15 | +100.0% | 0.00% | – |
IRM | New | IRON MOUNTAIN INC COM USD0.01 | $2,000 | – | 73 | +100.0% | 0.00% | – |
MCK | New | MCKESSON CORPORATION COM | $2,000 | – | 12 | +100.0% | 0.00% | – |
CRBP | New | CORBUS PHARMAS HLDGS INC COM | $2,000 | – | 1,383 | +100.0% | 0.00% | – |
ROL | New | ROLLINS INC COM | $2,000 | – | 51 | +100.0% | 0.00% | – |
FL | New | FOOT LOCKER INC COM | $2,000 | – | 54 | +100.0% | 0.00% | – |
GLPG | New | GALAPAGOS NV ADR SPONSOREDadr sponsored | $2,000 | – | 22 | +100.0% | 0.00% | – |
KNSA | New | KINIKSA PHARMACEUTICALS LTD COM CL A | $2,000 | – | 100 | +100.0% | 0.00% | – |
CVNA | New | CARVANA CO COM CL A | $2,000 | – | 10 | +100.0% | 0.00% | – |
MTD | New | METTLER-TOLEDO INTL INC COM | $2,000 | – | 2 | +100.0% | 0.00% | – |
ULTA | New | ULTA BEAUTY INC COM | $2,000 | – | 6 | +100.0% | 0.00% | – |
New | FED NATIONAL MTG ASSN CMO 2002-48 LLcmo 2002-48 ll | $1,000 | – | 1 | +100.0% | 0.00% | – | |
GALT | New | GALECTIN THERAPEUTICS INC COM | $1,000 | – | 334 | +100.0% | 0.00% | – |
SPG | New | SIMON PROPERTY GROUP INC COM USD0.0001 | $1,000 | – | 7 | +100.0% | 0.00% | – |
INO | New | INOVIO PHARMACEUTICALS INC COM | $1,000 | – | 100 | +100.0% | 0.00% | – |
CPG | New | CRESCENT POINT ENERGY CORP COM | $1,000 | – | 300 | +100.0% | 0.00% | – |
IWS | New | ISHARES TRUST RUS MDCP VAL ETFrus mdcp val etf | $1,000 | – | 7 | +100.0% | 0.00% | – |
IWP | New | ISHARES TRUST RUS MD CP GR ETFrus md cp gr etf | $1,000 | – | 14 | +100.0% | 0.00% | – |
VCIT | New | VANGUARD INT-TERM CORP ETFint-term corp etf | $1,000 | – | 8 | +100.0% | 0.00% | – |
REZI | New | RESIDEO TECHNOLOGIES INC COM | $1,000 | – | 27 | +100.0% | 0.00% | – |
BLOZF | New | CANNABIX TECHNOLOGIES INC COM | $1,000 | – | 1,000 | +100.0% | 0.00% | – |
NPTN | New | NEOPHOTONICS CORP COM | $1,000 | – | 150 | +100.0% | 0.00% | – |
SCZ | New | ISHARES TRUST EAFE SML CP ETFeafe sml cp etf | $1,000 | – | 16 | +100.0% | 0.00% | – |
EFV | New | ISHARES TRUST EAFE VALUE ETFeafe value etf | $1,000 | – | 30 | +100.0% | 0.00% | – |
JCOM | New | J2 GLOBAL INC COM | $1,000 | – | 8 | +100.0% | 0.00% | – |
WAB | New | WABTEC CORP COM | $1,000 | – | 10 | +100.0% | 0.00% | – |
JNPR | New | JUNIPER NETWORKS COM | $1,000 | – | 52 | +100.0% | 0.00% | – |
New | WASHINGTON MUT MTG CMO 2003-MS8 I-A-6cmo 2003-ms8 i-a-6 | $1,000 | – | 0 | +100.0% | 0.00% | – | |
NNA | New | NAVIOS MARITIME ACQUISITION CO COM | $1,000 | – | 400 | +100.0% | 0.00% | – |
L | New | LOEWS CORP COM | $1,000 | – | 30 | +100.0% | 0.00% | – |
PJT | New | PJT PARTNERS INC COM CL A | $1,000 | – | 10 | +100.0% | 0.00% | – |
PCG | New | PG&E CORP COM | $1,000 | – | 106 | +100.0% | 0.00% | – |
AA | New | ALCOA CORPORATION COM | $1,000 | – | 33 | +100.0% | 0.00% | – |
XRX | New | XEROX HOLDINGS CORPORATION COM | $1,000 | – | 46 | +100.0% | 0.00% | – |
SFL | New | SFL CORPORATION LTD COM | $1,000 | – | 234 | +100.0% | 0.00% | – |
TLRY | New | TILRAY INC COM | $1,000 | – | 100 | +100.0% | 0.00% | – |
TXT | New | TEXTRON INC COM | $1,000 | – | 26 | +100.0% | 0.00% | – |
TEVA | New | TEVA PHARMACEUTICAL INDUSTRIES ADR SPONSOREDadr sponsored | $1,000 | – | 118 | +100.0% | 0.00% | – |
BUDZ | New | WEED INC COM | $0 | – | 1,530 | +100.0% | 0.00% | – |
NMCI | New | NAVIOS MARITIME CONTAINERS L P COM | $0 | – | 50 | +100.0% | 0.00% | – |
ZOOM | New | ZOOM TECHNOLOGIES INC COM | $0 | – | 100 | +100.0% | 0.00% | – |
IEI | New | ISHARES TRUST 3 7 YR TREAS BD ETF3 7 yr treas bd etf | $0 | – | 3 | +100.0% | 0.00% | – |
MBB | New | ISHARES TRUST MBS ETFmbs etf | $0 | – | 4 | +100.0% | 0.00% | – |
New | ENERGY RESOURCES OF AUSTRALIA COM | $0 | – | 100 | +100.0% | 0.00% | – | |
ASIX | New | ADVANSIX INC COM | $0 | – | 6 | +100.0% | 0.00% | – |
CHKAQ | New | CHESAPEAKE ENERGY CORP COM | $0 | – | 1 | +100.0% | 0.00% | – |
FRO | New | FRONTLINE LTD COM | $0 | – | 53 | +100.0% | 0.00% | – |
COHN | New | COHEN & COMPANY INC COM | $0 | – | 7 | +100.0% | 0.00% | – |
ISCO | New | INTL STEM CELL COR COM | $0 | – | 20 | +100.0% | 0.00% | – |
ADXS | New | ADVAXIS INC COM | $0 | – | 66 | +100.0% | 0.00% | – |
ALC | New | ALCON AG COM | $0 | – | 4 | +100.0% | 0.00% | – |
New | ABRAXAS PETROLEUM CORP COM | $0 | – | 4 | +100.0% | 0.00% | – | |
XLF | New | SELECT SECTOR SPDR TRUST SBI INT-FINL ETFsbi int-finl etf | $0 | – | 14 | +100.0% | 0.00% | – |
New | FED HOME LOAN MTG CORP CMO 1391 1391-Dcmo 1391 1391-d | $0 | – | 7 | +100.0% | 0.00% | – | |
GT | New | GOODYEAR TIRE & RUBBER CO COM | $0 | – | 26 | +100.0% | 0.00% | – |
VALPQ | New | VALARIS PLC COM CL A | $0 | – | 8 | +100.0% | 0.00% | – |
New | FED NATIONAL MTG ASSN CMO 1993-208 Kcmo 1993-208 k | $0 | – | 2 | +100.0% | 0.00% | – | |
FTRCQ | New | FRONTIER COMMUNICATIONS CORP COM | $0 | – | 1 | +100.0% | 0.00% | – |
SGLRF | New | SPYGLASS RESOURCES CORP COM | $0 | – | 58 | +100.0% | 0.00% | – |
OVV | New | OVINTIV INC COM | $0 | – | 30 | +100.0% | 0.00% | – |
GTX | New | GARRETT MOTION INC COM | $0 | – | 16 | +100.0% | 0.00% | – |
PHAS | New | PHASEBIO PHARMACEUTICALS INC COM | $0 | – | 100 | +100.0% | 0.00% | – |
OXY | New | OCCIDENTAL PETROLEUM CORP COM | $0 | – | 10 | +100.0% | 0.00% | – |
MNSF | New | MANSFELDER METALS LTD COM | $0 | – | 1,000 | +100.0% | 0.00% | – |
SXC | New | SUNCOKE ENERGY INC COM | $0 | – | 106 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-27
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TRUST CORE DIV GRWTH ETF | 12 | Q3 2023 | 4.4% |
VANGUARD WHITEHALL FDS | 12 | Q3 2023 | 3.9% |
FIRST TR EXCHANGE TRADED FD IV SENIOR LN FD ETF | 12 | Q3 2023 | 3.3% |
APPLE INC COM | 12 | Q3 2023 | 3.0% |
AMAZON COM INC COM | 12 | Q3 2023 | 2.6% |
VANECK VECTORS ETF TRUST FALLEN ANGEL HG ETF | 12 | Q3 2023 | 2.1% |
VANGUARD MCAP VL IDXVIP ETF | 12 | Q3 2023 | 2.3% |
ALPHABET INC COM CL A | 12 | Q3 2023 | 2.0% |
INVESCO EXCHANGE TRADED FD TR FINL PFD ETF | 12 | Q3 2023 | 1.8% |
PIMCO CORPORATE & INCOME OPP F COM | 12 | Q3 2023 | 1.8% |
View Accel Wealth Management's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-19 |
13F-HR | 2024-01-18 |
13F-HR | 2023-10-19 |
13F-HR | 2023-07-24 |
13F-HR | 2023-04-20 |
13F-HR | 2023-01-26 |
13F-HR | 2022-10-12 |
13F-HR | 2022-08-03 |
13F-HR | 2022-04-29 |
13F-HR | 2022-01-18 |
View Accel Wealth Management'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.