$245 Million is the total value of Accel Wealth Management's 1256 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.2% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
CITIGRP GLOBAL MKTS HLDGS INC NOTE M/W CLBL INDEX LNKDnote m/w clbl index lnkd | $1,503,052 | +0.4% | 1,521 | 0.0% | 0.62% | -14.1% | ||
CREDIT SUISSE AG LONDON BRANCH NOTE INDEX LNKDnote index lnkd | $1,242,387 | +6.1% | 1,292 | 0.0% | 0.51% | -9.3% | ||
DIS | WALT DISNEY COMPANY (THE) COM | $305,849 | +15.3% | 3,055 | 0.0% | 0.12% | -1.6% | |
NORTHEAST COMMUNITY BANK (NEW) CDcd | $249,909 | +0.0% | 250 | 0.0% | 0.10% | -15.0% | ||
SLV | ISHARES SILVER TRUST ISHARES ETFishares etf | $228,212 | +0.5% | 10,317 | 0.0% | 0.09% | -14.7% | |
COST | COSTCO WHOLESALE CORP COM | $216,028 | +8.9% | 435 | 0.0% | 0.09% | -7.4% | |
LGLV | SPDR SSGA US LRG ETFssga us lrg etf | $197,676 | +0.9% | 1,445 | 0.0% | 0.08% | -13.8% | |
FIW | FIRST TRUST EXCHANGE TRADED FD WTR ETFwtr etf | $184,153 | +5.4% | 2,202 | 0.0% | 0.08% | -10.7% | |
XHE | SPDR SERIES TRUST HLTH CR EQUIP ETFhlth cr equip etf | $184,579 | +4.1% | 1,972 | 0.0% | 0.08% | -11.8% | |
VGT | VANGUARD INF TECH ETFinf tech etf | $179,089 | +20.7% | 465 | 0.0% | 0.07% | +2.8% | |
CLMT | CALUMET SPECIALTY PRODUCTS COM STK NPV | $173,800 | +3.0% | 10,000 | 0.0% | 0.07% | -12.3% | |
WPC | WP CAREY INC COM USD0.001 | $171,319 | -0.9% | 2,212 | 0.0% | 0.07% | -15.7% | |
KO | COCA-COLA CO COM | $169,667 | -2.5% | 2,735 | 0.0% | 0.07% | -16.9% | |
WCN | WASTE CONNECTIONS INC (CA) COM | $164,937 | +4.9% | 1,186 | 0.0% | 0.07% | -10.7% | |
LEN | LENNAR CORP COM CL A | $156,941 | +16.2% | 1,493 | 0.0% | 0.06% | -1.5% | |
SCHD | SCHWAB STRATEGIC TR US DIVIDEND EQ ETFus dividend eq etf | $151,441 | -3.2% | 2,070 | 0.0% | 0.06% | -17.3% | |
STEARNS BK NA ST CLOUD MINN CDcd | $149,959 | -0.1% | 150 | 0.0% | 0.06% | -15.3% | ||
ROK | ROCKWELL AUTOMATION INC COM | $149,237 | +13.9% | 509 | 0.0% | 0.06% | -3.2% | |
VOOG | VANGUARD 500 GRTH IDX F ETF500 grth idx f etf | $141,745 | +9.3% | 615 | 0.0% | 0.06% | -6.5% | |
MTUM | ISHARES TRUST MSCI USA MOMENTUM FACTOR ETFmsci usa momentum factor etf | $142,790 | -4.7% | 1,027 | 0.0% | 0.06% | -19.4% | |
XLC | SELECT SECTOR SPDR TRUST COMMUNICATION ETF | $142,838 | +20.8% | 2,464 | 0.0% | 0.06% | +1.8% | |
NET | CLOUDFLARE INC CLASS A | $130,843 | +36.4% | 2,122 | 0.0% | 0.05% | +15.2% | |
XLRE | SELECT SECTOR SPDR TRUST RL EST SEL SEC ETFrl est sel sec etf | $123,765 | +1.2% | 3,311 | 0.0% | 0.05% | -13.6% | |
IVV | ISHARES TRUST CORE S&P500 ETFcore s&p500 etf | $119,448 | +7.0% | 291 | 0.0% | 0.05% | -7.5% | |
SEIC | SEI INVESTMENT CO COM | $119,704 | -1.3% | 2,080 | 0.0% | 0.05% | -15.5% | |
V | VISA INC COM CL A | $116,189 | +8.6% | 515 | 0.0% | 0.05% | -5.9% | |
SCHX | SCHWAB STRATEGIC TR US LRG CAP ETFus lrg cap etf | $111,251 | +7.1% | 2,300 | 0.0% | 0.04% | -10.0% | |
KRP | KIMBELL ROYALTY PARTNERS LP UNIT LTD PARTNERSHIP INTunit ltd partnership int | $106,610 | -8.8% | 7,000 | 0.0% | 0.04% | -21.4% | |
ABT | ABBOTT LABORATORIES COM | $102,070 | -7.8% | 1,008 | 0.0% | 0.04% | -20.8% | |
PDP | INVESCO EXCHANGE TRADED FD TR DWA MOMENTUM ETFdwa momentum etf | $99,882 | +6.9% | 1,315 | 0.0% | 0.04% | -8.9% | |
FIFTH THIRD BANK CDcd | $99,453 | +0.1% | 100 | 0.0% | 0.04% | -14.6% | ||
IEFA | ISHARES TRUST CORE MSCI EAFE ETFcore msci eafe etf | $97,066 | +8.5% | 1,452 | 0.0% | 0.04% | -7.0% | |
ADBE | ADOBE INC COM | $94,801 | +14.5% | 246 | 0.0% | 0.04% | -2.5% | |
NI | NISOURCE INC COM | $92,688 | +1.9% | 3,315 | 0.0% | 0.04% | -13.6% | |
CLF | CLEVELAND CLIFFS INC COM | $89,817 | +13.8% | 4,900 | 0.0% | 0.04% | -2.6% | |
BTAL | AGF INVESTMENTS TR AGFIQ US MK NTRL ANTI BETA ETFagfiq us mk ntrl anti beta etf | $89,148 | -3.8% | 4,370 | 0.0% | 0.04% | -18.2% | |
DBEU | DBX ETF TRUST XTRACK MSCI EURP ETFxtrack msci eurp etf | $85,481 | +9.6% | 2,334 | 0.0% | 0.04% | -5.4% | |
GRAYSCALE BITCOIN CASH TR BCH COM | $86,700 | +129.7% | 102,000 | 0.0% | 0.04% | +94.4% | ||
VTIP | VANGUARD STRM INFPROIDX ETFstrm infproidx etf | $82,269 | +2.4% | 1,720 | 0.0% | 0.03% | -10.5% | |
EPAM | EPAM SYSTEMS INC COM | $82,823 | -9.0% | 277 | 0.0% | 0.03% | -22.7% | |
VCR | VANGUARD CONSUM DIS ETFconsum dis etf | $82,836 | +15.3% | 328 | 0.0% | 0.03% | 0.0% | |
RBS CTZNS NA PROVIDENCE RI CDcd | $79,735 | -0.1% | 80 | 0.0% | 0.03% | -13.2% | ||
IVW | ISHARES TRUST S&P 500 GRWT ETFs&p 500 grwt etf | $76,540 | +9.2% | 1,198 | 0.0% | 0.03% | -8.8% | |
SOXX | ISHARES TRUST ISHARES SEMICONDUCTOR ETFishares semiconductor etf | $76,928 | +27.8% | 173 | 0.0% | 0.03% | +6.9% | |
FMAT | FIDELITY COVINGTON TRUST MSCI MATLS INDEX ETFmsci matls index etf | $73,628 | +4.4% | 1,615 | 0.0% | 0.03% | -11.8% | |
DIA | SPDR DOW JONES IND UT SER 1 ETFut ser 1 etf | $73,842 | +0.4% | 222 | 0.0% | 0.03% | -14.3% | |
SBUX | STARBUCKS CORP COM | $72,891 | +5.0% | 700 | 0.0% | 0.03% | -9.1% | |
FVCBANKCORP INC CD MTHLYcd mthly | $71,862 | -0.2% | 72 | 0.0% | 0.03% | -14.7% | ||
BMO HARRIS BK NATL ASSN CHICAG CDcd | $69,818 | -0.2% | 70 | 0.0% | 0.03% | -12.1% | ||
MA | MASTERCARD INCORPORATED COM CL A | $67,249 | +4.5% | 185 | 0.0% | 0.03% | -12.9% | |
WM | WASTE MANAGEMENT INC COM | $66,506 | +4.0% | 408 | 0.0% | 0.03% | -12.9% | |
MELI | MERCADOLIBRE INC COM | $67,221 | +56.3% | 51 | 0.0% | 0.03% | +28.6% | |
COKE | COCA-COLA CONSOLIDATED INC COM | $66,885 | +4.4% | 125 | 0.0% | 0.03% | -12.9% | |
BNS | BANK OF NOVA SCOTIA COM | $67,231 | +2.8% | 1,335 | 0.0% | 0.03% | -12.9% | |
ADP | AUTOMATIC DATA PROCESSING INC COM | $64,276 | -6.7% | 289 | 0.0% | 0.03% | -21.2% | |
BIL | SPDR BLOOMBERG 1-3 MONTH T-BILL ETFbloomberg 1-3 month t-bill etf | $61,244 | +0.4% | 667 | 0.0% | 0.02% | -13.8% | |
FTEC | FIDELITY COVINGTON TRUST MSCI INFO TECH I ETFmsci info tech i etf | $61,077 | +20.6% | 536 | 0.0% | 0.02% | +4.2% | |
ONEV | SPDR RUSSELL LOW VOL ETFrussell low vol etf | $58,400 | +2.6% | 553 | 0.0% | 0.02% | -11.1% | |
IAU | ISHARES GOLD TRUST ISHARES NEW ETFishares new etf | $57,924 | +8.0% | 1,550 | 0.0% | 0.02% | -7.7% | |
XSVM | INVESCO EXCHANGE TRADED FD TR S&P SMCP VLU MNT ETFs&p smcp vlu mnt etf | $56,002 | -0.5% | 1,230 | 0.0% | 0.02% | -14.8% | |
FLGT | FULGENT GENETICS INC COM | $57,133 | +4.8% | 1,830 | 0.0% | 0.02% | -11.5% | |
SHELL PLC ADR SPONSOREDadr sponsored | $55,715 | +1.1% | 968 | 0.0% | 0.02% | -11.5% | ||
MORGAN STANLEY NOTE INDEX LNKDnote index lnkd | $52,882 | +6.3% | 51 | 0.0% | 0.02% | -8.3% | ||
ENLC | ENLINK MIDSTREAM LLC COM UNIT REPSTG LTD LIABILI | $54,200 | -11.9% | 5,000 | 0.0% | 0.02% | -24.1% | |
SONY | SONY GROUP CORPORATION ADR SPONSOREDadr sponsored | $54,390 | +18.8% | 600 | 0.0% | 0.02% | 0.0% | |
QSY | WISDOMTREE TRUST WISDOMTREE US VALUE FUND ETFwisdomtree us value fund etf | $53,947 | +2.8% | 920 | 0.0% | 0.02% | -12.0% | |
OKTA | OKTA INC COM CL A | $51,744 | +26.2% | 600 | 0.0% | 0.02% | +5.0% | |
VXUS | VANGUARD STAR FD TL INTL STK F ETFstar fd tl intl stk f etf | $50,517 | +6.7% | 915 | 0.0% | 0.02% | -8.7% | |
JPST | JP MORGAN ETF TRUST ULTRA-SHORT INCOME ETF | $51,779 | +0.4% | 1,029 | 0.0% | 0.02% | -16.0% | |
IEMG | ISHARES INC CORE MSCI EMKT ETFcore msci emkt etf | $52,205 | +4.5% | 1,070 | 0.0% | 0.02% | -12.5% | |
AMT | AMERICAN TOWER CORP COM USD0.01 | $52,324 | -3.4% | 256 | 0.0% | 0.02% | -19.2% | |
VOX | VANGUARD COMM SRVC ETF | $49,108 | +17.5% | 508 | 0.0% | 0.02% | 0.0% | |
IWF | ISHARES TRUST RUS 1000 GRW ETFrus 1000 grw etf | $49,599 | +14.0% | 203 | 0.0% | 0.02% | -4.8% | |
JPMORGAN CHASE BANK NA CD QTRLYcd qtrly | $49,871 | -0.1% | 50 | 0.0% | 0.02% | -16.7% | ||
COM | DIREXION SHARES ETF TRUST AUSPCE CMD STG ETFauspce cmd stg etf | $49,777 | +4.2% | 1,623 | 0.0% | 0.02% | -13.0% | |
SPHD | INVESCO EXCHANGE TRADED FUND T S&P500 HDL VOL ETFs&p500 hdl vol etf | $48,837 | -3.7% | 1,157 | 0.0% | 0.02% | -16.7% | |
SHOP | SHOPIFY INC COM CL A | $48,419 | +38.1% | 1,010 | 0.0% | 0.02% | +17.6% | |
MGV | VANGUARD MEGA CAP VAL ETFmega cap val etf | $47,681 | -1.8% | 472 | 0.0% | 0.02% | -17.4% | |
VOOV | VANGUARD 500 VAL IDX FD ETF500 val idx fd etf | $42,836 | +4.7% | 292 | 0.0% | 0.02% | -10.0% | |
CALCASIEU PARISH LA PUB TR AUT REV BDS CLBLrev bds clbl | $43,210 | +0.8% | 45 | 0.0% | 0.02% | -14.3% | ||
WASHINGTON FED SEATTLE CD M/W MTHLY CLBLcd m/w mthly clbl | $44,785 | -0.6% | 45 | 0.0% | 0.02% | -18.2% | ||
UBS | UBS GROUP AG COM | $44,131 | +14.3% | 2,068 | 0.0% | 0.02% | 0.0% | |
PLTR | PALANTIR TECH INC COM CL A | $44,025 | +31.6% | 5,210 | 0.0% | 0.02% | +12.5% | |
FB | META PLATFORMS INC COM CL A | $42,176 | +76.1% | 199 | 0.0% | 0.02% | +54.5% | |
DVY | ISHARES TRUST SELECT DIVID ETFselect divid etf | $41,013 | -2.8% | 350 | 0.0% | 0.02% | -15.0% | |
MSI | MOTOROLA SOLUTIONS INC COM | $40,630 | +11.0% | 142 | 0.0% | 0.02% | -5.6% | |
CLTL | INVESCO EXCHANGE TRADED FUND T TREAS COLATERL ETFtreas colaterl etf | $40,524 | +0.2% | 384 | 0.0% | 0.02% | -10.5% | |
RBB FUND INC MOTLEY FOOL GLOBAL OPPORTUNmotley fool global opportun | $40,536 | +12.0% | 1,581 | 0.0% | 0.02% | 0.0% | ||
BIIB | BIOGEN INC COM | $38,090 | +0.4% | 137 | 0.0% | 0.02% | -11.1% | |
APA | APA CORPORATION COM | $38,945 | -22.7% | 1,080 | 0.0% | 0.02% | -33.3% | |
XHS | SPDR SERIES TRUST HLTH CARE SVCS ETFhlth care svcs etf | $39,081 | +2.0% | 452 | 0.0% | 0.02% | -11.1% | |
USHY | ISHARES TRUST BROAD USD HIGH ETFbroad usd high etf | $39,674 | +3.0% | 1,116 | 0.0% | 0.02% | -11.1% | |
AEL | AMER EQY INVEST LIFE HOLDING C COM | $40,139 | -20.0% | 1,100 | 0.0% | 0.02% | -33.3% | |
SWKS | SKYWORKS SOLUTIONS INC COM | $38,461 | +29.5% | 326 | 0.0% | 0.02% | +14.3% | |
OTIS | OTIS WORLDWIDE CORP COM | $37,930 | +7.9% | 449 | 0.0% | 0.02% | -5.9% | |
ORCL | ORACLE CORP COM | $38,303 | +13.7% | 412 | 0.0% | 0.02% | 0.0% | |
ALL | ALLSTATE CORP COM | $37,343 | -18.3% | 337 | 0.0% | 0.02% | -31.8% | |
ALPS ETF TRUST OSHARES US QUALITY DIV ETFoshares us quality div etf | $35,659 | +1.7% | 846 | 0.0% | 0.02% | -11.8% | ||
TOTL | SSGA ACTIVE ETF TR SPDR TR TACTIC ETFspdr tr tactic etf | $37,748 | +2.5% | 920 | 0.0% | 0.02% | -16.7% | |
IWO | ISHARES TRUST RUS 2000 GRW ETFrus 2000 grw etf | $36,745 | +5.7% | 162 | 0.0% | 0.02% | -11.8% | |
DHR | DANAHER CORP COM | $36,330 | -5.0% | 144 | 0.0% | 0.02% | -16.7% | |
NUAG | NUVEEN ESG NUVEEN ENHNCD YLD AGG BD ETFnuveen enhncd yld agg bd etf | $37,332 | +2.7% | 1,776 | 0.0% | 0.02% | -11.8% | |
VMW | VMWARE INC COM CL A | $35,707 | +1.7% | 286 | 0.0% | 0.02% | -11.8% | |
VOYA | VOYA FINANCIAL INC COM | $35,730 | +16.2% | 500 | 0.0% | 0.02% | 0.0% | |
VAW | VANGUARD MATERIALS ETFmaterials etf | $36,453 | +4.5% | 205 | 0.0% | 0.02% | -11.8% | |
EFR | EATON VANCE SR FLTG RATE TRUST COM | $33,990 | +3.6% | 3,000 | 0.0% | 0.01% | -12.5% | |
GENERAL ELECTRIC CO COM | $33,627 | +14.1% | 352 | 0.0% | 0.01% | 0.0% | ||
SPAB | SPDR SERIES TRUST PORTFOLIO AGRGTE ETFportfolio agrgte etf | $34,507 | +2.6% | 1,338 | 0.0% | 0.01% | -12.5% | |
MOAT | VANECK ETF TRUST VANECK MORNINGSTAR WIDE MOAvaneck morningstar wide moa | $33,224 | +13.7% | 450 | 0.0% | 0.01% | 0.0% | |
XSD | SPDR SERIES TRUST S&P SEMICNDCTR ETFs&p semicndctr etf | $33,171 | +24.7% | 159 | 0.0% | 0.01% | +7.7% | |
SPIP | SPDR SERIES TRUST PORTFLI TIPS ETFportfli tips etf | $34,458 | +3.5% | 1,292 | 0.0% | 0.01% | -12.5% | |
IHF | ISHARES TRUST US HLTHCR PR ETFus hlthcr pr etf | $35,351 | -7.7% | 143 | 0.0% | 0.01% | -22.2% | |
TMO | THERMO FISHER SCIENTIFIC INC COM | $35,165 | +4.7% | 61 | 0.0% | 0.01% | -12.5% | |
UAL | UNITED AIRLINES HOLDINGS COM | $35,400 | +17.4% | 800 | 0.0% | 0.01% | 0.0% | |
FTNT | FORTINET INC COM | $33,230 | +35.9% | 500 | 0.0% | 0.01% | +16.7% | |
IMOS | CHIPMOS TECHNOLOGIES INC ADR SPONSOREDadr sponsored | $31,388 | +17.2% | 1,250 | 0.0% | 0.01% | 0.0% | |
PSJ | INVESCO EXCHANGE TRADED FD TR DYNMC SOFTWARE ETFdynmc software etf | $32,465 | +11.5% | 320 | 0.0% | 0.01% | -7.1% | |
CHTR | CHARTER COMMUNICATIONS INC COM CL A | $31,827 | +5.5% | 89 | 0.0% | 0.01% | -7.1% | |
MGC | VANGUARD MEGA CAP INDEX ETFmega cap index etf | $32,922 | +8.1% | 230 | 0.0% | 0.01% | -13.3% | |
PCH | POTLATCHDELTIC CORPORATION COM USD1 | $30,789 | +12.5% | 622 | 0.0% | 0.01% | 0.0% | |
DD | DUPONT DE NEMOURS INC COM | $32,683 | +4.7% | 455 | 0.0% | 0.01% | -13.3% | |
ZTS | ZOETIS INC COM CL A | $32,789 | +13.6% | 197 | 0.0% | 0.01% | -7.1% | |
FNCL | FIDELITY COVINGTON TRUST MSCI FINLS IDX ETFmsci finls idx etf | $31,164 | -5.9% | 691 | 0.0% | 0.01% | -18.8% | |
SPSB | SPDR SERIES TRUST PORTFOLIO SHORT ETFportfolio short etf | $29,067 | +0.9% | 981 | 0.0% | 0.01% | -14.3% | |
HYG | ISHARES TRUST IBOXX HI YD ETFiboxx hi yd etf | $29,616 | +2.6% | 392 | 0.0% | 0.01% | -14.3% | |
ASML | ASML HOLDING NV ADR SPONSOREDadr sponsored | $28,590 | +24.6% | 42 | 0.0% | 0.01% | +9.1% | |
TOYOTA FINL SVGS BK HEND NV CDcd | $29,899 | -0.2% | 30 | 0.0% | 0.01% | -14.3% | ||
MET | METLIFE INC COM | $30,071 | -19.9% | 519 | 0.0% | 0.01% | -33.3% | |
MYD | BLACKROCK MUNIYIELD FUND INC COM | $29,264 | +3.3% | 2,722 | 0.0% | 0.01% | -14.3% | |
KNX | KNIGHT SWIFT TRANSN HLDGS INC COM CL A | $28,290 | +8.0% | 500 | 0.0% | 0.01% | -7.7% | |
AGZ | ISHARES TRUST AGENCY BOND ETFagency bond etf | $28,789 | +1.7% | 266 | 0.0% | 0.01% | -14.3% | |
PUERTO RICO MUN FIN AGY REF BDS REV CLBLref bds rev clbl | $30,004 | +0.0% | 30 | 0.0% | 0.01% | -14.3% | ||
ANNALY CAPITAL MANAGEMENT INC COM USD0.01(POST REV SPLT) | $28,741 | -9.3% | 1,504 | 0.0% | 0.01% | -20.0% | ||
LOW | LOWE'S COMPANIES INC COM | $29,028 | +0.7% | 145 | 0.0% | 0.01% | -14.3% | |
RHHBY | ROCHE HOLDINGS AG ADR SPONSOREDadr sponsored | $26,931 | -8.4% | 751 | 0.0% | 0.01% | -21.4% | |
IWS | ISHARES TRUST RUS MDCP VAL ETFrus mdcp val etf | $27,293 | +0.8% | 257 | 0.0% | 0.01% | -15.4% | |
WDIV | SPDR INDEX SHARES FUNDS S&P GLBDIV ETFs&p glbdiv etf | $26,534 | +0.5% | 450 | 0.0% | 0.01% | -15.4% | |
IUSV | ISHARES TRUST CORE S&P US VLU ETFcore s&p us vlu etf | $26,118 | +4.5% | 354 | 0.0% | 0.01% | -8.3% | |
FTCS | FIRST TRUST EXCHANGE-TRADED FU CAP STRENGTH ETFcap strength etf | $26,185 | -2.7% | 359 | 0.0% | 0.01% | -15.4% | |
DELL | DELL TECHNOLOGIES INC COM CL C | $26,137 | -0.0% | 650 | 0.0% | 0.01% | -15.4% | |
SPHQ | INVESCO EXCHANGE TRADED FD TR S&P500 QUALITY ETFs&p500 quality etf | $26,168 | +7.5% | 553 | 0.0% | 0.01% | -8.3% | |
PAGP | PLAINS GP HOLDINGS LP LTD PARTNER INT CL A NEW INltd partner int cl a new in | $26,240 | +5.5% | 2,000 | 0.0% | 0.01% | -8.3% | |
VIS | VANGUARD INDUSTRIAL ETFindustrial etf | $27,814 | +4.3% | 146 | 0.0% | 0.01% | -15.4% | |
GSK PLC ADR SPONSOREDadr sponsored | $27,752 | +1.3% | 780 | 0.0% | 0.01% | -15.4% | ||
NKE | NIKE INC COM CL B | $27,497 | +4.8% | 224 | 0.0% | 0.01% | -15.4% | |
DSM | BNY MELLON STRATEGIC MUNI BD F COM | $24,268 | +4.0% | 4,038 | 0.0% | 0.01% | -9.1% | |
SNA | SNAP-ON INC COM | $24,689 | +8.1% | 100 | 0.0% | 0.01% | -9.1% | |
PAWZ | PROSHARES TRUST PET CARE ETFpet care etf | $23,329 | +5.4% | 470 | 0.0% | 0.01% | -9.1% | |
ADPT | ADAPTIVE BIOTECHNOLOGIES CORP COM | $23,620 | +15.6% | 2,675 | 0.0% | 0.01% | 0.0% | |
GPC | GENUINE PARTS CO COM | $25,317 | -3.4% | 151 | 0.0% | 0.01% | -23.1% | |
UTG | REAVES UTILITY INCOME FD COM SH BEN INT | $23,414 | +0.4% | 825 | 0.0% | 0.01% | -9.1% | |
QUAL | ISHARES TRUST MSCI USA QUALITY FACTOR ETFmsci usa quality factor etf | $24,990 | +9.2% | 201 | 0.0% | 0.01% | -9.1% | |
QCLN | FIRST TRUST EXCHANGE-TRADED FU NAS CLNEDG GREEN ETFnas clnedg green etf | $25,594 | +10.7% | 490 | 0.0% | 0.01% | -9.1% | |
SPMO | INVESCO EXCHANGE TRADED FUND T S&P 500 MOMNTM ETFs&p 500 momntm etf | $25,356 | -4.0% | 465 | 0.0% | 0.01% | -23.1% | |
HIMS | HIMS AND HERS COM CL A | $23,808 | +54.8% | 2,400 | 0.0% | 0.01% | +42.9% | |
SLY | SPDR SERIES TRUST S&P 600 SML CAP ETFs&p 600 sml cap etf | $25,209 | +2.2% | 300 | 0.0% | 0.01% | -16.7% | |
CORALVILLE IOWA GO ANNUAL APPROPRIATI REV CLBLgo annual appropriati rev clbl | $23,689 | +3.4% | 25 | 0.0% | 0.01% | -9.1% | ||
IWD | ISHARES TRUST RUS 1000 VAL ETFrus 1000 val etf | $25,275 | +0.4% | 166 | 0.0% | 0.01% | -16.7% | |
IWM | ISHARES TRUST RUSSELL 2000 ETFrussell 2000 etf | $22,835 | +2.3% | 128 | 0.0% | 0.01% | -18.2% | |
IUSG | ISHARES TRUST CORE S&P US GWT ETFcore s&p us gwt etf | $22,015 | +8.9% | 248 | 0.0% | 0.01% | -10.0% | |
HDEF | DBX ETF TRUST XTRACK MSCI EAFE ETFxtrack msci eafe etf | $21,543 | +6.8% | 925 | 0.0% | 0.01% | -10.0% | |
ACWV | ISHARES INC MSCI GBL MIN VOL ETFmsci gbl min vol etf | $22,253 | +1.8% | 230 | 0.0% | 0.01% | -10.0% | |
MXI | ISHARES TRUST GLOBAL MATER ETFglobal mater etf | $21,672 | +6.4% | 259 | 0.0% | 0.01% | -10.0% | |
IUSB | ISHARES TRUST CORE TOTAL USD ETFcore total usd etf | $21,691 | +2.7% | 470 | 0.0% | 0.01% | -10.0% | |
RWR | SPDR SERIES TRUST DJ REIT ETFdj reit etf | $22,728 | +1.9% | 256 | 0.0% | 0.01% | -18.2% | |
USO | UNITED STATES OIL FUND LP UNITS ETFunits etf | $21,327 | -5.2% | 321 | 0.0% | 0.01% | -18.2% | |
HOLX | HOLOGIC INC COM | $20,901 | +7.9% | 259 | 0.0% | 0.01% | 0.0% | |
MAT | MATTEL INC COM | $21,208 | +3.2% | 1,152 | 0.0% | 0.01% | -10.0% | |
MERIDIAN TWP MICH ECONOMIC DEV FIRST MTG REV REF BDS CLBLfirst mtg rev ref bds clbl | $22,601 | +0.3% | 25 | 0.0% | 0.01% | -18.2% | ||
ALB | ALBEMARLE CORP COM | $21,223 | +1.9% | 96 | 0.0% | 0.01% | -10.0% | |
NFLX | NETFLIX INC COM | $22,456 | +17.2% | 65 | 0.0% | 0.01% | 0.0% | |
NTNX | NUTANIX INC COM CL A | $21,598 | -0.2% | 831 | 0.0% | 0.01% | -10.0% | |
ATO | ATMOS ENERGY CORP COM | $22,472 | +0.3% | 200 | 0.0% | 0.01% | -18.2% | |
OPI | OFFICE PROPERTIES INCOME TRUST COM USD0.01 SHS OF BEN INT | $21,845 | -7.9% | 1,776 | 0.0% | 0.01% | -18.2% | |
AMAT | APPLIED MATERIALS INC COM | $22,601 | +26.1% | 184 | 0.0% | 0.01% | 0.0% | |
BUD | ANHEUSER-BUSCH INBEV SA/NV ADR SPONSOREDadr sponsored | $21,552 | +11.1% | 323 | 0.0% | 0.01% | 0.0% | |
XLI | SELECT SECTOR SPDR TRUST SBI INT-INDS ETFsbi int-inds etf | $22,867 | +3.0% | 226 | 0.0% | 0.01% | -18.2% | |
PORT SEATTLE WASH REV BDSrev bds | $22,483 | +4.1% | 30 | 0.0% | 0.01% | -10.0% | ||
SNY | SANOFI ADR SPONSOREDadr sponsored | $23,183 | +12.4% | 426 | 0.0% | 0.01% | -10.0% | |
QRVO | QORVO INC COM | $21,838 | +12.1% | 215 | 0.0% | 0.01% | 0.0% | |
SBRA | SABRA HEALTH CARE REIT INC COM USD0.01 | $23,000 | -7.5% | 2,000 | 0.0% | 0.01% | -25.0% | |
FSLR | FIRST SOLAR INC COM | $21,750 | +45.2% | 100 | 0.0% | 0.01% | +28.6% | |
IJH | ISHARES TRUST CORE S&P MCP ETFcore s&p mcp etf | $22,264 | +3.4% | 89 | 0.0% | 0.01% | -10.0% | |
TAK | TAKEDA PHARMACEUTICAL CO LTD ADR SPONSOREDadr sponsored | $19,754 | +5.6% | 1,199 | 0.0% | 0.01% | -11.1% | |
DDD | 3 D SYSTEMS INC COM | $20,261 | +44.9% | 1,890 | 0.0% | 0.01% | +14.3% | |
AZN | ASTRAZENECA ADR SPONSOREDadr sponsored | $20,129 | +2.4% | 290 | 0.0% | 0.01% | -11.1% | |
RACE | FERRARI N V COM | $19,087 | +26.5% | 70 | 0.0% | 0.01% | +14.3% | |
MSCI | MSCI INC COM | $20,709 | +20.3% | 37 | 0.0% | 0.01% | 0.0% | |
FIHD | UBS AG LONDON FI ENHANCD ETN CLBLfi enhancd etn *clbl* | $18,988 | +2.1% | 88 | 0.0% | 0.01% | -11.1% | |
LQDI | ISHARES US ETF TRUST INFLATION HEDG ETFinflation hedg etf | $20,575 | +4.4% | 785 | 0.0% | 0.01% | -11.1% | |
DFAC | DIMENSIONAL ETF TR US CORE EQUITY 2 ETFus core equity 2 etf | $19,976 | +4.9% | 784 | 0.0% | 0.01% | -11.1% | |
TM | TOYOTA MOTOR CORP ADR UNSPONSOREDadr unsponsored | $20,262 | +3.7% | 143 | 0.0% | 0.01% | -11.1% | |
RFDI | FIRST TRUST EXCHANGE-TRADED FU RIVRFRNT DYN DEV ETFrivrfrnt dyn dev etf | $18,437 | +5.7% | 328 | 0.0% | 0.01% | 0.0% | |
PARK-OHIO INDUSTRIES INC NOTE M/W CLBLnote m/w clbl | $19,352 | +13.9% | 25 | 0.0% | 0.01% | 0.0% | ||
MERRICK BK SOUTH JORDAN UTAH CD MTHLYcd mthly | $19,947 | -0.4% | 20 | 0.0% | 0.01% | -20.0% | ||
VBR | VANGUARD SM CP VAL ETFsm cp val etf | $19,051 | -0.0% | 120 | 0.0% | 0.01% | -11.1% | |
LUMN | LUMEN TECHNOLOGIES INC COM | $20,003 | -49.2% | 7,548 | 0.0% | 0.01% | -57.9% | |
RSP | INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT ETFs&p500 eql wgt etf | $19,668 | +2.4% | 136 | 0.0% | 0.01% | -11.1% | |
GBF | ISHARES TRUST GOV/CRED BD ETFgov/cred bd etf | $19,677 | +3.3% | 186 | 0.0% | 0.01% | -11.1% | |
ED | CONSOLIDATED EDISON INC COM | $19,263 | +0.8% | 201 | 0.0% | 0.01% | -11.1% | |
BAYRY | BAYER AG ADR SPONSOREDadr sponsored | $18,877 | +23.9% | 1,185 | 0.0% | 0.01% | +14.3% | |
MORGAN STANLEY BANK NATIONAL A CD M/W MTHLY CLBLcd m/w mthly clbl | $19,435 | -0.3% | 20 | 0.0% | 0.01% | -11.1% | ||
ESGU | ISHARES TRUST ESG AWARE MSCI USA ETFesg aware msci usa etf | $18,723 | +6.7% | 207 | 0.0% | 0.01% | 0.0% | |
MDIV | FIRST TR EXCHANGE TRADED FD VI MULTI ASSET DI ETFmulti asset di etf | $19,864 | -2.1% | 1,355 | 0.0% | 0.01% | -20.0% | |
BELLSOUTH CORP NOTE M/W CLBLnote m/w clbl | $20,228 | +3.0% | 20 | 0.0% | 0.01% | -11.1% | ||
JPC | NUVEEN PFD & CONVERTIBLE INCOM COM | $20,069 | -9.6% | 3,050 | 0.0% | 0.01% | -27.3% | |
REM | ISHARES TRUST MORTGE REL ETFmortge rel etf | $18,564 | -3.7% | 850 | 0.0% | 0.01% | -11.1% | |
RPM | RPM INTERNATIONAL INC COM | $17,448 | -10.5% | 200 | 0.0% | 0.01% | -22.2% | |
HYLB | DBX ETF TRUST XTRACK USD HIGH ETFxtrack usd high etf | $18,279 | +3.1% | 526 | 0.0% | 0.01% | -12.5% | |
CMG | CHIPOTLE MEXICAN GRILL COM | $17,083 | +23.1% | 10 | 0.0% | 0.01% | 0.0% | |
IDLV | INVESCO EXCHANGE TRADED FUND T S&P INTL LOW ETFs&p intl low etf | $17,647 | +2.2% | 645 | 0.0% | 0.01% | -12.5% | |
IYH | ISHARES TRUST US HLTHCARE ETFus hlthcare etf | $18,295 | -3.8% | 67 | 0.0% | 0.01% | -22.2% | |
LULU | LULULEMON ATHLETICA INC COM | $16,389 | +13.7% | 45 | 0.0% | 0.01% | 0.0% | |
GNRC | GENERAC HLDGS INC COM | $18,254 | +7.3% | 169 | 0.0% | 0.01% | -12.5% | |
HVT | HAVERTY FURNITURE COS INC COM | $15,955 | +6.7% | 500 | 0.0% | 0.01% | 0.0% | |
MCHP | MICROCHIP TECHNOLOGY COM | $16,086 | +19.3% | 192 | 0.0% | 0.01% | +16.7% | |
DBX | DROPBOX INC COM CL A | $17,728 | -3.4% | 820 | 0.0% | 0.01% | -22.2% | |
BABA | ALIBABA GROUP HOLDING LTD ADR SPONSOREDadr sponsored | $17,473 | +16.0% | 171 | 0.0% | 0.01% | 0.0% | |
AMZA | ETFIS SER TR I INFRAC ACT MLP ETFinfrac act mlp etf | $16,986 | +0.4% | 535 | 0.0% | 0.01% | -12.5% | |
ANTM | ELEVANCE HEALTH INC COM | $17,497 | -10.3% | 38 | 0.0% | 0.01% | -22.2% | |
WBA | WALGREENS BOOTS ALLIANCE INC COM | $17,117 | -7.4% | 495 | 0.0% | 0.01% | -22.2% | |
DEO | DIAGEO ADR SPONSOREDadr sponsored | $18,118 | +1.7% | 100 | 0.0% | 0.01% | -22.2% | |
ORLY | OREILLY AUTOMOTIVE INC NEW COM | $16,131 | +0.6% | 19 | 0.0% | 0.01% | -12.5% | |
RHS | INVESCO EXCHANGE TRADED FD TR S&P500 EQL STP ETFs&p500 eql stp etf | $17,043 | -0.0% | 100 | 0.0% | 0.01% | -12.5% | |
AES | AES CORP COM | $13,485 | -16.3% | 560 | 0.0% | 0.01% | -25.0% | |
UIHC | UNITED INSURANCE HOLDINGS CORP COM | $14,100 | +166.0% | 5,000 | 0.0% | 0.01% | +100.0% | |
RFEM | FIRST TRUST EXCHANGE-TRADED FU RIVR FRNT DYN ETFrivr frnt dyn etf | $13,916 | +5.6% | 260 | 0.0% | 0.01% | 0.0% | |
ARKK | ARK ETF TR INNOVATION ETFinnovation etf | $14,119 | +29.1% | 350 | 0.0% | 0.01% | +20.0% | |
ARKQ | ARK ETF TR AUTNMUS TECHNLGY ETFautnmus technlgy etf | $14,484 | +22.6% | 288 | 0.0% | 0.01% | 0.0% | |
FRANKLIN CNTY OHIO CONVENTION BDS REV CLBLbds rev clbl | $14,038 | -2.7% | 15 | 0.0% | 0.01% | -14.3% | ||
GOVT | ISHARES TRUST US TREAS BD ETFus treas bd etf | $15,337 | +2.9% | 656 | 0.0% | 0.01% | -14.3% | |
SCHA | SCHWAB STRATEGIC TR US SML CAP ETFus sml cap etf | $13,921 | +3.5% | 332 | 0.0% | 0.01% | 0.0% | |
PFN | PIMCO INCOME STRATEGY FUND II COM | $13,731 | +1.4% | 1,915 | 0.0% | 0.01% | 0.0% | |
WIA | WESTERN ASSET / CLAYMORE US TR COM SH BEN INT | $15,224 | +0.5% | 1,760 | 0.0% | 0.01% | -14.3% | |
K | KELLOGG COMPANY COM | $13,660 | -6.0% | 204 | 0.0% | 0.01% | -14.3% | |
RIO | RIO TINTO ADR SPONSOREDadr sponsored | $14,651 | -3.6% | 214 | 0.0% | 0.01% | -14.3% | |
SKT | TANGER FACTORY OUTLET CENTERS COM USD0.01 | $14,664 | +9.4% | 747 | 0.0% | 0.01% | 0.0% | |
COTY | COTY INC COM CL A | $15,075 | +40.9% | 1,250 | 0.0% | 0.01% | +20.0% | |
IDRV | ISHARES TRUST SELF DRIVNG EV ETFself drivng ev etf | $14,385 | +13.4% | 375 | 0.0% | 0.01% | 0.0% | |
OHIO CNTY W VA CNTY COMMN SPL REF IMPT TAXABLE REV BDSref impt taxable rev bds | $15,583 | +1.8% | 15 | 0.0% | 0.01% | -14.3% | ||
DEARBORN MICH SCH DIST SCH BLDG AND SITE BDS CLBLsch bldg and site bds clbl | $15,482 | +0.1% | 15 | 0.0% | 0.01% | -14.3% | ||
NSC | NORFOLK SOUTHERN CORP COM | $13,780 | -14.0% | 65 | 0.0% | 0.01% | -25.0% | |
IGHG | PROSHARES TRUST INVT INT RT HG ETFinvt int rt hg etf | $14,366 | +1.0% | 200 | 0.0% | 0.01% | -14.3% | |
PKB | INVESCO EXCHANGE TRADED FD TR DYNMC BLDG CON ETFdynmc bldg con etf | $14,787 | +12.6% | 322 | 0.0% | 0.01% | 0.0% | |
QUS | SPDR MSCI USA STRTGIC ETFmsci usa strtgic etf | $13,912 | +5.1% | 120 | 0.0% | 0.01% | 0.0% | |
O | REALTY INCOME CORP COM | $14,564 | -0.2% | 230 | 0.0% | 0.01% | -14.3% | |
TTMI | TTM TECHNOLOGIES INC COM | $14,367 | -10.5% | 1,065 | 0.0% | 0.01% | -25.0% | |
WDAY | WORKDAY INC COM CL A | $15,284 | +23.4% | 74 | 0.0% | 0.01% | 0.0% | |
CCL | CARNIVAL CORP UNITSunits | $15,733 | +25.9% | 1,550 | 0.0% | 0.01% | 0.0% | |
HWM | HOWMET AEROSPACE INC COM | $15,804 | +7.5% | 373 | 0.0% | 0.01% | -14.3% | |
TXN | TEXAS INSTRUMENTS INC COM | $14,383 | +12.8% | 77 | 0.0% | 0.01% | 0.0% | |
FISV | FISERV INC COM | $13,564 | +11.8% | 120 | 0.0% | 0.01% | 0.0% | |
SPY | SPDR S&P500 ETF TRUST TR UNIT ETFtr unit etf | $13,510 | +7.1% | 33 | 0.0% | 0.01% | 0.0% | |
HEALTHCARE REALTY TRUST INC COM USD0.01 CL A | $13,531 | +0.3% | 700 | 0.0% | 0.01% | 0.0% | ||
ROST | ROSS STORES INC COM | $11,276 | -8.5% | 106 | 0.0% | 0.01% | -16.7% | |
WESTERN HILLS WTR DIST CALIF S SPL TAX REF BDS CLBLspl tax ref bds clbl | $13,200 | -17.5% | 40 | 0.0% | 0.01% | -37.5% | ||
NOC | NORTHROP GRUMMAN CORP COM | $12,552 | -15.2% | 27 | 0.0% | 0.01% | -28.6% | |
DSTL | ETF SERIES SOLUTIONS DISTILLATE US ETFdistillate us etf | $11,392 | +5.8% | 264 | 0.0% | 0.01% | 0.0% | |
ALK | ALASKA AIR GROUP INC COM | $12,588 | -2.3% | 300 | 0.0% | 0.01% | -16.7% | |
AUPH | AURINIA PHARMACEUTICALS INC COM | $11,453 | +153.7% | 1,045 | 0.0% | 0.01% | +150.0% | |
HLT | HILTON WORLDWIDE HOLDINGS INC COM | $12,256 | +11.5% | 87 | 0.0% | 0.01% | 0.0% | |
MFM | MFS MUNICIPAL INCOME TRUST SH BEN INTsh ben int | $12,015 | +3.1% | 2,250 | 0.0% | 0.01% | -16.7% | |
TTE | TOTAL SE ADR SPONSOREDadr sponsored | $13,227 | -4.9% | 224 | 0.0% | 0.01% | -28.6% | |
VRP | INVESCO EXCHANGE TRADED FUND T VAR RATE PFD ETFvar rate pfd etf | $11,540 | -1.1% | 521 | 0.0% | 0.01% | -16.7% | |
DLS | WISDOMTREE TRUST INTL SMCAP DIV ETFintl smcap div etf | $11,820 | +5.2% | 194 | 0.0% | 0.01% | 0.0% | |
NXPI | NXP SEMICONDUCTORS N V COM | $11,572 | +18.1% | 62 | 0.0% | 0.01% | 0.0% | |
DGRW | WISDOMTREE TRUST US QTLY DIV GRT ETFus qtly div grt etf | $11,221 | +3.3% | 180 | 0.0% | 0.01% | 0.0% | |
ALKT | ALKAMI TECHNOLOGY COM | $12,660 | -13.2% | 1,000 | 0.0% | 0.01% | -28.6% | |
PH | PARKER-HANNIFIN CORP COM | $11,764 | +15.5% | 35 | 0.0% | 0.01% | 0.0% | |
TX | TERNIUM SA ADRadr | $12,378 | +35.0% | 300 | 0.0% | 0.01% | +25.0% | |
PTON | PELOTON INTERACTIVE INC COM CL A | $11,340 | +42.8% | 1,000 | 0.0% | 0.01% | +25.0% | |
SPTM | SPDR SERIES TRUST PORTFOLI S&P 1500 COMP STK ETF | $12,608 | +6.6% | 250 | 0.0% | 0.01% | -16.7% | |
XLY | SELECT SECTOR SPDR TRUST SBI CONS DISCR ETFsbi cons discr etf | $12,113 | +15.8% | 81 | 0.0% | 0.01% | 0.0% | |
IHG | INTERCONTINENTAL HOTELS GROUP ADRadr | $13,320 | +14.2% | 200 | 0.0% | 0.01% | -16.7% | |
WELLS FARGO BANK NATIONAL ASSN NOTEnote | $11,190 | +2.8% | 10 | 0.0% | 0.01% | 0.0% | ||
SLB | SCHLUMBERGER LIMITED COM | $13,306 | -8.2% | 271 | 0.0% | 0.01% | -28.6% | |
PLD | PROLOGIS INC COM USD0.01 | $12,851 | +10.7% | 103 | 0.0% | 0.01% | -16.7% | |
PEG | PUBLIC SERVICE ENTERPRISE GRP COM | $12,490 | +1.9% | 200 | 0.0% | 0.01% | -16.7% | |
IJR | ISHARES TRUST CORE S&P SCP ETFcore s&p scp etf | $11,507 | +2.2% | 119 | 0.0% | 0.01% | 0.0% | |
SPSM | SPDR PORTFOLIO S&P 600 SM CAP ETFportfolio s&p 600 sm cap etf | $13,220 | +2.2% | 350 | 0.0% | 0.01% | -16.7% | |
REXR | REXFORD INDUSTRIAL REALTY INC COM USD0.01 | $13,123 | +9.2% | 220 | 0.0% | 0.01% | -16.7% | |
JNK | SPDR BLOOMBERG HIGH YIELD BOND ETFbloomberg high yield bond etf | $12,365 | +3.3% | 133 | 0.0% | 0.01% | -16.7% | |
MORGAN STANLEY DEAN WITTER DIS NOTE MTHLY VARnote mthly var | $12,825 | -0.8% | 20 | 0.0% | 0.01% | -16.7% | ||
DTF | DTF TAX-FREE INCM 2028 TRM FD COM | $12,432 | +1.5% | 1,122 | 0.0% | 0.01% | -16.7% | |
TDIV | FIRST TR EXCHANGE TRADED FD VI NASD TECH DIV ETFnasd tech div etf | $12,665 | +13.2% | 234 | 0.0% | 0.01% | 0.0% | |
MCK | MCKESSON CORPORATION COM | $8,690 | -4.9% | 24 | 0.0% | 0.00% | 0.0% | |
AGI | ALAMOS GOLD INC COM CL A | $10,126 | +21.0% | 828 | 0.0% | 0.00% | 0.0% | |
APH | AMPHENOL CORP COM CL A | $8,662 | +7.3% | 106 | 0.0% | 0.00% | 0.0% | |
BNPQY | BNP PARIBAS ADR SPONSOREDadr sponsored | $10,888 | +4.8% | 365 | 0.0% | 0.00% | -20.0% | |
BBDC | BARINGS BDC INC COM | $9,282 | -2.6% | 1,169 | 0.0% | 0.00% | -20.0% | |
DSU | BLACKROCK DEBT STR COM NEW | $9,510 | +3.4% | 1,000 | 0.0% | 0.00% | 0.0% | |
BE | BLOOM ENERGY CORPORATION COM CL A | $9,467 | +4.2% | 475 | 0.0% | 0.00% | 0.0% | |
BAH | BOOZ ALLEN HAMILTON HLDG CORP COM CL A | $9,362 | -11.3% | 101 | 0.0% | 0.00% | -20.0% | |
CCJ | CAMECO CORP COM | $9,208 | +15.4% | 352 | 0.0% | 0.00% | 0.0% | |
CHE | CHEMED CORP COM | $10,755 | +5.3% | 20 | 0.0% | 0.00% | -20.0% | |
DECK | DECKERS OUTDOOR CORP COM | $9,441 | +12.6% | 21 | 0.0% | 0.00% | 0.0% | |
DFS | DISCOVER FINANCIAL SERVICES COM | $8,994 | +1.0% | 91 | 0.0% | 0.00% | 0.0% | |
DOV | DOVER CORP COM | $10,799 | +12.6% | 71 | 0.0% | 0.00% | -20.0% | |
EPR | EPR PROPERTIES SBI USD0.01sbi usd0.01 | $10,363 | +1.0% | 272 | 0.0% | 0.00% | -20.0% | |
FAST | FASTENAL COM | $9,871 | +14.0% | 183 | 0.0% | 0.00% | 0.0% | |
FEDERAL HOME LOAN BANKS BOND M/W CLBLbond m/w clbl | $9,935 | +0.1% | 10 | 0.0% | 0.00% | -20.0% | ||
LEGR | FIRST TR EXCHANGE TRADED FD VI INDXX INOVTV ETFindxx inovtv etf | $9,335 | +9.0% | 250 | 0.0% | 0.00% | 0.0% | |
GILD | GILEAD SCIENCES INC COM | $9,056 | -3.3% | 109 | 0.0% | 0.00% | 0.0% | |
GOLDMAN SACHS GROUP INC NOTE M/W MTHLY CLBLnote m/w mthly clbl | $9,815 | +0.8% | 10 | 0.0% | 0.00% | -20.0% | ||
GOLDMAN SACHS BK USA NEW YORK CDcd | $9,922 | +0.2% | 10 | 0.0% | 0.00% | -20.0% | ||
HTLD | HEARTLAND EXPRESS INC COM | $10,071 | +3.8% | 633 | 0.0% | 0.00% | -20.0% | |
ITT | ITT INC COM | $10,803 | +6.4% | 125 | 0.0% | 0.00% | -20.0% | |
IIPR | INNOVATIVE INDUSTRIAL PROPERTE COM USD0.001 | $9,499 | -25.0% | 125 | 0.0% | 0.00% | -33.3% | |
IFF | INTL FLAVORS & FRAGRANCES INC COM | $9,196 | -12.3% | 100 | 0.0% | 0.00% | -20.0% | |
IGV | ISHARES TRUST EXPANDED TECH SOFTWAREexpanded tech software | $9,141 | +19.1% | 30 | 0.0% | 0.00% | 0.0% | |
IJK | ISHARES TRUST S&P MC 400GR ETFs&p mc 400gr etf | $10,297 | +4.7% | 144 | 0.0% | 0.00% | -20.0% | |
IDU | ISHARES TRUST U.S. UTILITS ETFu.s. utilits etf | $10,882 | -3.3% | 130 | 0.0% | 0.00% | -20.0% | |
EFG | ISHARES TRUST EAFE GRWTH ETFeafe grwth etf | $9,930 | +11.8% | 106 | 0.0% | 0.00% | 0.0% | |
LHX | L3 HARRIS TECHNOLOGIES INC COM | $8,693 | -5.2% | 44 | 0.0% | 0.00% | 0.0% | |
RWX | SPDR INDEX SHARES FUNDS DJ INTL RL ETFdj intl rl etf | $10,459 | -1.8% | 398 | 0.0% | 0.00% | -20.0% | |
SHELBY CNTY TENN HEALTH EDL & REV BDS CLBLrev bds clbl | $9,850 | -0.0% | 10 | 0.0% | 0.00% | -20.0% | ||
TRADITION CAPITAL BANK CD M/W MTHLY CLBLcd m/w mthly clbl | $9,815 | +0.0% | 10 | 0.0% | 0.00% | -20.0% | ||
VTC | VANGUARD TOTAL CORP BND ETFtotal corp bnd etf | $10,345 | +3.2% | 135 | 0.0% | 0.00% | -20.0% | |
WY | WEYERHAEUSER COMPANY COM USD1.25 | $10,937 | -2.8% | 363 | 0.0% | 0.00% | -20.0% | |
WISCONSIN COMMUNITY BANK CDcd | $9,997 | -0.1% | 10 | 0.0% | 0.00% | -20.0% | ||
STNE | STONECO LTD COM | $9,540 | +1.1% | 1,000 | 0.0% | 0.00% | -20.0% | |
VOD | VODAFONE GROUP ADR SPONSOREDadr sponsored | $6,624 | +9.1% | 600 | 0.0% | 0.00% | 0.0% | |
SFTBY | SOFTBANK GROUP CORP ADR UNSPONSOREDadr unsponsored | $6,878 | -7.1% | 350 | 0.0% | 0.00% | -25.0% | |
ARKW | ARK ETF TR NEXT GNRTN INTER ETFnext gnrtn inter etf | $6,493 | +39.1% | 121 | 0.0% | 0.00% | +50.0% | |
PRNT | ARK ETF TR 3D PRINTING ETF3d printing etf | $7,122 | +11.8% | 311 | 0.0% | 0.00% | 0.0% | |
ARKG | ARK ETF TR GENOMIC REV ETFgenomic rev etf | $8,541 | +6.5% | 284 | 0.0% | 0.00% | -25.0% | |
WORLD GOLD TRUST SPDR GLD MINIS ETFspdr gld minis etf | $7,470 | +8.1% | 191 | 0.0% | 0.00% | 0.0% | ||
ATVI | ACTIVISION BLIZZARD INC COM | $8,559 | +11.8% | 100 | 0.0% | 0.00% | -25.0% | |
EA | ELECTRONIC ARTS INC COM | $6,263 | -1.4% | 52 | 0.0% | 0.00% | 0.0% | |
NNN | NATIONAL RETAIL PROPERTIES INC COM USD0.01 | $6,623 | -3.5% | 150 | 0.0% | 0.00% | 0.0% | |
AFL | AFLAC INC COM | $6,527 | -9.8% | 101 | 0.0% | 0.00% | 0.0% | |
EQIX | EQUINIX INC COM | $7,210 | +10.1% | 10 | 0.0% | 0.00% | 0.0% | |
AKAM | AKAMAI TECHNOLOGIES COM | $8,456 | -7.1% | 108 | 0.0% | 0.00% | -25.0% | |
BLV | VANGUARD LONG TERM BOND ETFlong term bond etf | $7,664 | +5.8% | 100 | 0.0% | 0.00% | 0.0% | |
INFL | LISTED FUND TRUST HORIZON KINETICS INFLATIONhorizon kinetics inflation | $6,302 | -1.8% | 204 | 0.0% | 0.00% | 0.0% | |
FGPR | FERRELLGAS PARTNERS COM USD1.00 | $7,690 | +17.6% | 921 | 0.0% | 0.00% | 0.0% | |
SCHG | SCHWAB STRATEGIC TR US LCAP GR ETFus lcap gr etf | $7,169 | +17.3% | 110 | 0.0% | 0.00% | 0.0% | |
CIBR | FIRST TRUST EXCH TRADED FUND 2 NASDAQ CYB ETFnasdaq cyb etf | $8,550 | +10.4% | 200 | 0.0% | 0.00% | -25.0% | |
CORN | TEUCRIUM COMMODITY TRUST CORN FD SHS ETF | $6,308 | -6.3% | 250 | 0.0% | 0.00% | 0.0% | |
TIGR | UP FINTECH HOLDING LIMITED ADRadr | $6,660 | -2.3% | 2,000 | 0.0% | 0.00% | 0.0% | |
SIEGY | SIEMENS AG ADR SPONSOREDadr sponsored | $7,528 | +17.7% | 93 | 0.0% | 0.00% | 0.0% | |
UNM | UNUM GROUP COM | $7,912 | -3.6% | 200 | 0.0% | 0.00% | -25.0% | |
CAG | CONAGRA BRANDS INC COM | $7,936 | -2.9% | 211 | 0.0% | 0.00% | -25.0% | |
PFX | PHOENIX COMPANIES INC QUARTERLY INT BD-QUIBS CLBLquarterly int bd-quibs *clbl | $7,135 | +2.8% | 400 | 0.0% | 0.00% | 0.0% | |
GRAYSCALE LITECOIN TR LTC COM | $8,100 | +92.9% | 2,000 | 0.0% | 0.00% | +50.0% | ||
HPQ | HP INCORPORATION COM | $8,306 | +9.2% | 283 | 0.0% | 0.00% | -25.0% | |
HALEON PLC ADRadr | $7,951 | +1.8% | 977 | 0.0% | 0.00% | -25.0% | ||
BBY | BEST BUY CO INC COM | $6,809 | -2.4% | 87 | 0.0% | 0.00% | 0.0% | |
TFC | TRUIST FINANCIAL CORPORATION COM | $7,536 | -20.8% | 221 | 0.0% | 0.00% | -40.0% | |
BAX | BAXTER INTERNATIONAL INC COM | $6,206 | -20.4% | 153 | 0.0% | 0.00% | -25.0% | |
XBI | SPDR SERIES TRUST S&P BIOTECH ETFs&p biotech etf | $8,231 | -8.2% | 108 | 0.0% | 0.00% | -25.0% | |
ITW | ILLINOIS TOOL WORKS INC COM | $7,722 | +10.6% | 32 | 0.0% | 0.00% | 0.0% | |
IMMR | IMMERSION CORP COM | $7,733 | +27.2% | 865 | 0.0% | 0.00% | 0.0% | |
ICF | ISHARES TRUST COHEN STEER REIT ETFcohen steer reit etf | $8,109 | +1.3% | 146 | 0.0% | 0.00% | -25.0% | |
RMR | THE RMR GROUP INC COM CL A | $7,900 | -7.1% | 301 | 0.0% | 0.00% | -25.0% | |
SGEN | SEAGEN INC COM | $8,099 | +57.6% | 40 | 0.0% | 0.00% | +50.0% | |
IVLU | ISHARES TRUST MSCI INTL VLU FT ETFmsci intl vlu ft etf | $7,263 | +7.0% | 293 | 0.0% | 0.00% | 0.0% | |
RCL | ROYAL CARIBBEAN GROUP COM | $6,530 | +32.1% | 100 | 0.0% | 0.00% | +50.0% | |
DTD | WISDOMTREE TRUST US TOTAL DIVIDND ETFus total dividnd etf | $7,877 | -0.1% | 130 | 0.0% | 0.00% | -25.0% | |
DGS | WISDOMTREE TRUST EMG MKTS SMCAP ETFemg mkts smcap etf | $6,986 | +4.1% | 153 | 0.0% | 0.00% | 0.0% | |
CGC | CANOPY GROWTH CORPORATION COM | $4,977 | -24.2% | 2,844 | 0.0% | 0.00% | -33.3% | |
NEP | NEXTERA ENERGY PARTNERS LP COM UNIT LTD PARTNERSHIP IN | $3,706 | -13.3% | 61 | 0.0% | 0.00% | 0.0% | |
TWLO | TWILIO INC COM CL A | $4,997 | +36.1% | 75 | 0.0% | 0.00% | 0.0% | |
NYCB | NEW YORK COMMUNITY BANCORP INC COM | $4,475 | +5.1% | 495 | 0.0% | 0.00% | 0.0% | |
RIVIAN AUTOMOTIVE INC COM CL A | $3,885 | -16.0% | 251 | 0.0% | 0.00% | 0.0% | ||
MFC | MANULIFE FINANCIAL CORP COM | $3,764 | +2.9% | 205 | 0.0% | 0.00% | 0.0% | |
TPYP | MANAGED PORTFOLIO SERIES TORTOISE NRAM PI ETFtortoise nram pi etf | $5,107 | -1.5% | 210 | 0.0% | 0.00% | 0.0% | |
MAINE HEALTH & HIGHER EDL FACS REV BDS CLBLrev bds clbl | $5,005 | +0.0% | 5 | 0.0% | 0.00% | 0.0% | ||
RESE | WISDOMTREE TRUST EMERGING MARKETS ESG FUND ETFemerging markets esg fund etf | $5,231 | +3.1% | 186 | 0.0% | 0.00% | 0.0% | |
LUCID GROUP INC COM | $6,046 | +17.7% | 752 | 0.0% | 0.00% | 0.0% | ||
LYV | LIVE NATION ENTERTAINMENT INC COM | $5,250 | +0.4% | 75 | 0.0% | 0.00% | -33.3% | |
ALLSTATE CORP NOTE M/W CLBLnote m/w clbl | $5,969 | +0.3% | 6 | 0.0% | 0.00% | -33.3% | ||
AWF | ALLIANCEBERNSTEIN GLOBAL HGH I COM | $4,860 | +5.4% | 500 | 0.0% | 0.00% | 0.0% | |
CPER | UNITED STS COMMODITY INDEX FD CM REP COPP FD ETFcm rep copp fd etf | $4,988 | +8.0% | 200 | 0.0% | 0.00% | 0.0% | |
STX | SEAGATE TECHONOLOGY HLDG COM | $4,099 | +25.7% | 62 | 0.0% | 0.00% | 0.0% | |
NOVO NORDISK A/S COM | $5,064 | +15.9% | 32 | 0.0% | 0.00% | 0.0% | ||
PUERTO RICO COMMONWEALTH GO CLAWBACK CVIS VARgo clawback cvis var | $5,094 | -0.9% | 12 | 0.0% | 0.00% | 0.0% | ||
DIG | PROSHARES TRUST ULTRA ENERGY ETFultra energy etf | $4,478 | -12.2% | 120 | 0.0% | 0.00% | 0.0% | |
FALN | ISHARES TRUST FALN ANGLS USD ETFfaln angls usd etf | $5,509 | +2.7% | 218 | 0.0% | 0.00% | -33.3% | |
IJS | ISHARES TRUST SP SMCP600VL ETFsp smcp600vl etf | $4,177 | +2.7% | 45 | 0.0% | 0.00% | 0.0% | |
EEMV | ISHARES INC MSCI EMERGING MARKETS MIN Vmsci emerging markets min v | $5,184 | +2.9% | 95 | 0.0% | 0.00% | 0.0% | |
PEZ | INVESCO EXCHANGE TRADED FD TR DWA CYCLICALS ETFdwa cyclicals etf | $5,979 | +7.3% | 87 | 0.0% | 0.00% | -33.3% | |
PINS | PINTEREST INC COM CL A | $5,509 | +12.3% | 202 | 0.0% | 0.00% | 0.0% | |
ING | ING GROEP N.V. ADR SPONSOREDadr sponsored | $5,543 | -2.5% | 467 | 0.0% | 0.00% | -33.3% | |
TGB | TASEKO MINES COM | $4,980 | +12.9% | 3,000 | 0.0% | 0.00% | 0.0% | |
HPE | HEWLETT PACKARD ENTERPRISE CO COM | $4,508 | -0.2% | 283 | 0.0% | 0.00% | 0.0% | |
HSBC | HSBC HOLDINGS PLC ADR SPONSOREDadr sponsored | $4,471 | +9.5% | 131 | 0.0% | 0.00% | 0.0% | |
PPC | PILGRIMS PRIDE CORP COM | $5,795 | -2.3% | 250 | 0.0% | 0.00% | -33.3% | |
PHILADELPHIA PA SCH DIST GO BDS M/Wgo bds m/w | $5,353 | +1.5% | 5 | 0.0% | 0.00% | -33.3% | ||
VALE | VALE S.A. ADR SPONSOREDadr sponsored | $4,734 | -7.0% | 300 | 0.0% | 0.00% | 0.0% | |
NOK | NOKIA OYJ ADR SPONSOREDadr sponsored | $4,606 | +5.8% | 938 | 0.0% | 0.00% | 0.0% | |
FIRST CAROLINA BK ROCKY MT CD MTHLYcd mthly | $3,989 | -0.1% | 4 | 0.0% | 0.00% | 0.0% | ||
REGN | REGENERON PHARMACEUTICALS INC COM | $4,930 | +13.9% | 6 | 0.0% | 0.00% | 0.0% | |
FED HOME LOAN MTG CORP NOTE M/W CLBLnote m/w clbl | $5,766 | +1.4% | 6 | 0.0% | 0.00% | -33.3% | ||
ROBO | EXCHANGE TRADED CONCEPTS TRUST ROBO GLB ETFrobo glb etf | $6,019 | +18.1% | 110 | 0.0% | 0.00% | 0.0% | |
SBAC | SBA COMMUNICATIONS CORP COM USD0.01 CL A | $4,441 | -6.8% | 17 | 0.0% | 0.00% | 0.0% | |
MAGA | ETF SERIES SOLUTIONS POINT BRIDGE AMERICA FIRST ETFpoint bridge america first etf | $3,759 | -2.2% | 100 | 0.0% | 0.00% | 0.0% | |
DCI | DONALDSON CO INC COM | $4,901 | +11.0% | 75 | 0.0% | 0.00% | 0.0% | |
DLR | DIGITAL REALTY TRUST INC COM STK USD0.01 | $3,834 | -2.0% | 39 | 0.0% | 0.00% | 0.0% | |
DAKT | DAKTRONIC INC COM | $5,670 | +101.1% | 1,000 | 0.0% | 0.00% | +100.0% | |
ORAN | ORANGE ADR SPONSOREDadr sponsored | $4,772 | +20.7% | 400 | 0.0% | 0.00% | 0.0% | |
COHERENT CORP COM | $5,560 | +8.5% | 146 | 0.0% | 0.00% | 0.0% | ||
SUN | SUNOCO LP COM UNIT REPSTG LTD PARTNER | $5,925 | +1.8% | 135 | 0.0% | 0.00% | -33.3% | |
CHEF | CHEFS WAREHOUSE INC COM | $4,427 | +2.3% | 130 | 0.0% | 0.00% | 0.0% | |
CERS | CERUS CORP COM | $5,940 | -18.6% | 2,000 | 0.0% | 0.00% | -33.3% | |
CEDAR HILL TEX INDPT SCH DIST GO REF SCH BLDG BDSgo ref sch bldg bds | $4,540 | +1.7% | 5 | 0.0% | 0.00% | 0.0% | ||
R | RYDER SYSTEM INC COM | $1,630 | +7.6% | 18 | 0.0% | 0.00% | 0.0% | |
ARNC | ARCONIC CORPORATION COM | $2,439 | +23.9% | 93 | 0.0% | 0.00% | 0.0% | |
QD | QUDIAN INC ADRadr | $1,272 | +25.9% | 1,060 | 0.0% | 0.00% | – | |
IFRA | ISHARES TRUST US INFRASTRUC ETFus infrastruc etf | $1,344 | +3.0% | 36 | 0.0% | 0.00% | 0.0% | |
TMUS | T-MOBILE US INC COM | $1,448 | +3.4% | 10 | 0.0% | 0.00% | 0.0% | |
ICVT | ISHARES TRUST CONV BD ETFconv bd etf | $1,307 | +4.6% | 18 | 0.0% | 0.00% | 0.0% | |
VLUE | ISHARES TRUST MSCI USA VALUE FACTOR ETFmsci usa value factor etf | $1,944 | +1.6% | 21 | 0.0% | 0.00% | 0.0% | |
TPR | TAPESTRY INC COM | $2,371 | +13.2% | 55 | 0.0% | 0.00% | 0.0% | |
USMV | ISHARES TRUST MSCI USA MIN VOL FACTOR ETFmsci usa min vol factor etf | $2,619 | +0.9% | 36 | 0.0% | 0.00% | 0.0% | |
EMB | ISHARES TRUST JPMORGAN USD EMG ETFjpmorgan usd emg etf | $2,847 | +2.0% | 33 | 0.0% | 0.00% | 0.0% | |
ACWX | ISHARES TRUST MSCI ACWI EX US ETFmsci acwi ex us etf | $2,536 | +7.2% | 52 | 0.0% | 0.00% | 0.0% | |
ILCV | ISHARES TRUST MORNINGSTAR VALU ETFmorningstar valu etf | $2,366 | +1.6% | 37 | 0.0% | 0.00% | 0.0% | |
IJT | ISHARES TRUST S&P SML 600 GWT ETFs&p sml 600 gwt etf | $1,979 | +1.7% | 18 | 0.0% | 0.00% | 0.0% | |
TKAMY | THYSSENKRUPP AG ADR SPONSOREDadr sponsored | $2,862 | +19.2% | 400 | 0.0% | 0.00% | 0.0% | |
MATTERPORT INC COM CL A | $2,457 | -2.5% | 900 | 0.0% | 0.00% | 0.0% | ||
DIOD | DIODES INC COM | $1,391 | +21.8% | 15 | 0.0% | 0.00% | 0.0% | |
GLV | CLOUGH GLOBAL DIVIDEND AND INC COM | $2,890 | -9.7% | 500 | 0.0% | 0.00% | -50.0% | |
INVENTRUST PPTYS CORP COM USD0.001(POST REV SPLT) | $3,299 | -1.1% | 141 | 0.0% | 0.00% | -50.0% | ||
DXCM | DEXCOM INC COM | $1,859 | +2.6% | 16 | 0.0% | 0.00% | 0.0% | |
SIMS | SPDR S&P KENSHO INTLG ETFs&p kensho intlg etf | $3,463 | +6.0% | 100 | 0.0% | 0.00% | -50.0% | |
BJ | BJS WHSL CLUB HLDGS INC COM | $2,206 | +15.0% | 29 | 0.0% | 0.00% | 0.0% | |
LEO | BNY MELLON STRATEGIC MUNIS INC COM | $3,195 | +2.1% | 512 | 0.0% | 0.00% | 0.0% | |
BYND | BEYOND MEAT INC COM | $1,623 | +31.8% | 100 | 0.0% | 0.00% | 0.0% | |
VIAC | PARAMOUNT GLOBAL COM | $2,231 | +32.2% | 100 | 0.0% | 0.00% | 0.0% | |
HYS | PIMCO ETF TRUST 0-5 HIGH YIELD ETF0-5 high yield etf | $2,922 | +2.3% | 32 | 0.0% | 0.00% | 0.0% | |
HLI | HOULIHAN LOKEY INC COM CL A | $1,240 | +1.1% | 14 | 0.0% | 0.00% | 0.0% | |
TGNA | TEGNA INC COM | $1,742 | -20.2% | 103 | 0.0% | 0.00% | 0.0% | |
SBR | SABINE ROYALTY TRUST COM | $3,519 | -16.0% | 49 | 0.0% | 0.00% | -50.0% | |
SNOW | SNOWFLAKE INC COM CL A | $1,543 | +7.5% | 10 | 0.0% | 0.00% | 0.0% | |
HSY | HERSHEY COMPANY COM | $3,563 | +10.3% | 14 | 0.0% | 0.00% | -50.0% | |
MTD | METTLER-TOLEDO INTL INC COM | $3,060 | +5.8% | 2 | 0.0% | 0.00% | 0.0% | |
SBSW | SIBANYE STILLWATER LTD ADR SPONSOREDadr sponsored | $2,496 | -22.0% | 300 | 0.0% | 0.00% | -50.0% | |
OGN | ORGANON & CO COM | $2,337 | -15.5% | 99 | 0.0% | 0.00% | 0.0% | |
TDY | TELEDYNE TECHNOLOGIES INC COM | $1,342 | +11.8% | 3 | 0.0% | 0.00% | 0.0% | |
VCIT | VANGUARD INT-TERM CORP ETFint-term corp etf | $2,808 | +3.5% | 35 | 0.0% | 0.00% | 0.0% | |
MPWR | MONOLITHIC POWER SYSTEM INC COM | $1,508 | +41.9% | 3 | 0.0% | 0.00% | 0.0% | |
SJNK | SPDR SPDR BLOOMBERG SHORT TERM Hspdr bloomberg short term h | $2,832 | +2.5% | 114 | 0.0% | 0.00% | 0.0% | |
BLNK | BLINK CHARGING CO COM | $1,730 | -21.1% | 200 | 0.0% | 0.00% | 0.0% | |
VTR | VENTAS INC COM USD0.25 | $2,428 | -3.8% | 56 | 0.0% | 0.00% | 0.0% | |
PENN | PENN ENTERTAINMENT INC COM | $3,619 | -0.1% | 122 | 0.0% | 0.00% | -50.0% | |
CRON | CRONOS GROUP INC COM | $1,416 | -23.6% | 730 | 0.0% | 0.00% | 0.0% | |
CPNG | COUPANG INC COM CL A | $1,600 | +8.8% | 100 | 0.0% | 0.00% | 0.0% | |
PAYX | PAYCHEX INC COM | $2,662 | -0.2% | 23 | 0.0% | 0.00% | 0.0% | |
VNDA | VANDA PHARMACE INC COM | $2,037 | -8.1% | 300 | 0.0% | 0.00% | 0.0% | |
FCEL | FUELCELL ENERGY INC COM | $1,425 | +2.5% | 500 | 0.0% | 0.00% | 0.0% | |
CSGP | COSTAR GROUP INC COM | $2,685 | -10.9% | 39 | 0.0% | 0.00% | 0.0% | |
FIRSTCASH HOLDINGS INC COM | $1,249 | +10.1% | 13 | 0.0% | 0.00% | 0.0% | ||
BLUEROCK HOMES TRUST INC COM USD0.01 CL A | $1,328 | -7.0% | 67 | 0.0% | 0.00% | 0.0% | ||
CF | CF INDUSTRIES HOLDINGS INC COM | $1,608 | -14.5% | 22 | 0.0% | 0.00% | 0.0% | |
NCR | NCR CORP COM | $2,359 | +0.8% | 100 | 0.0% | 0.00% | 0.0% | |
PNM | PNM RESOURCES INC COM | $1,850 | -0.2% | 38 | 0.0% | 0.00% | 0.0% | |
NS | NUSTAR ENERGY LP COM STK NPV | $1,361 | -2.2% | 87 | 0.0% | 0.00% | 0.0% | |
WTS | WATTS WATER TECHNOLOGIES INC COM CL A | $1,352 | +15.4% | 8 | 0.0% | 0.00% | 0.0% | |
PCG | PG&E CORP COM | $1,714 | -0.6% | 106 | 0.0% | 0.00% | 0.0% | |
ERIC | ERICSSON ADR SPONSOREDadr sponsored | $1,872 | +0.2% | 320 | 0.0% | 0.00% | 0.0% | |
SAM | BOSTON BEER CO INC COM CL A | $3,616 | -0.2% | 11 | 0.0% | 0.00% | -50.0% | |
NSRGY | NESTLE SA ADR SPONSOREDadr sponsored | $2,590 | +5.5% | 21 | 0.0% | 0.00% | 0.0% | |
EW | EDWARDS LIFESCIENCES CORP COM | $1,241 | +10.9% | 15 | 0.0% | 0.00% | 0.0% | |
KBC GROEP NV COM | $1,620 | +2.5% | 24 | 0.0% | 0.00% | 0.0% | ||
ZOM | ZOMEDICA CORP COM | $1,658 | +29.9% | 7,830 | 0.0% | 0.00% | 0.0% | |
DDAIF | MERCEDES BENZ GROUP AG COM | $1,768 | +17.6% | 23 | 0.0% | 0.00% | 0.0% | |
SAP SE COM | $1,248 | +20.3% | 10 | 0.0% | 0.00% | – | ||
ESSILORLUXOTTICA COM | $1,622 | -1.6% | 9 | 0.0% | 0.00% | 0.0% | ||
AIN | ALBANY INTERNATIONAL CORP COM CL A | $1,254 | -9.1% | 14 | 0.0% | 0.00% | 0.0% | |
ICLR | ICON PLC COM | $3,204 | +10.0% | 15 | 0.0% | 0.00% | 0.0% | |
AA | ALCOA CORPORATION COM | $1,420 | -6.2% | 33 | 0.0% | 0.00% | 0.0% | |
LEGAL & GENERAL GROUP COM | $1,435 | +0.3% | 480 | 0.0% | 0.00% | 0.0% | ||
PAYSAFE LTD COM | $1,451 | +24.3% | 84 | 0.0% | 0.00% | 0.0% | ||
ECL | ECOLAB INC COM | $3,334 | +14.1% | 20 | 0.0% | 0.00% | 0.0% | |
AWK | AMER WATER WORKS CO INC COM | $1,478 | -3.5% | 10 | 0.0% | 0.00% | 0.0% | |
L | LOEWS CORP COM | $1,774 | -0.4% | 31 | 0.0% | 0.00% | 0.0% | |
VESTAS WIND SYSTEMS COM | $1,940 | +0.3% | 67 | 0.0% | 0.00% | 0.0% | ||
AER | AERCAP HOLDINGS N.V. COM | $2,530 | -3.6% | 45 | 0.0% | 0.00% | 0.0% | |
XSOE | WISDOMTREE TRUST EM EX ST-OWNED ETFem ex st-owned etf | $2,255 | +4.3% | 81 | 0.0% | 0.00% | 0.0% | |
ETW | EATON VANCE T/M GL COM | $2,020 | +4.1% | 250 | 0.0% | 0.00% | 0.0% | |
EMN | EASTMAN CHEMICAL CO COM | $2,298 | +4.5% | 27 | 0.0% | 0.00% | 0.0% | |
PUERTO RICO COMWLTH HWYS & BDS REVbds rev | $1,509 | +5.0% | 2 | 0.0% | 0.00% | 0.0% | ||
SON | SONOCO PRODUCTS CO COM | $806 | +1.3% | 13 | 0.0% | 0.00% | – | |
SRNE | SORRENTO THERAPEUTICS INC COM | $540 | -59.4% | 1,500 | 0.0% | 0.00% | -100.0% | |
ROBINHOOD MARKETS INC COM CL A | $971 | +19.3% | 100 | 0.0% | 0.00% | – | ||
REZI | RESIDEO TECHNOLOGIES INC COM | $146 | +10.6% | 8 | 0.0% | 0.00% | – | |
RSG | REPUBLIC SERVICES INC COM | $818 | +5.3% | 6 | 0.0% | 0.00% | – | |
RGA | REINSURANCE GROUP OF AMERICA COM | $1,208 | -6.1% | 9 | 0.0% | 0.00% | -100.0% | |
SRCL | STERICYCLE INC COM | $480 | -12.6% | 11 | 0.0% | 0.00% | – | |
RYAM | RAYONIER ADV MATERIALS INC COM | $31 | -35.4% | 5 | 0.0% | 0.00% | – | |
SURGALIGN HOLDINGS INC COM | $371 | -19.7% | 232 | 0.0% | 0.00% | – | ||
RYN | RAYONIER INC COM NPV | $698 | +0.9% | 21 | 0.0% | 0.00% | – | |
RJF | RAYMOND JAMES FINANCIAL INC COM | $1,033 | -12.4% | 11 | 0.0% | 0.00% | -100.0% | |
SYNH | SYNEOS HEALTH INC COM CL A | $499 | -2.9% | 14 | 0.0% | 0.00% | – | |
PLUG | PLUG POWER INC COM | $1,172 | -5.3% | 100 | 0.0% | 0.00% | -100.0% | |
TEVA | TEVA PHARMACEUTICAL INDUSTRIES ADR SPONSOREDadr sponsored | $1,044 | -3.0% | 118 | 0.0% | 0.00% | -100.0% | |
PJT | PJT PARTNERS INC COM CL A | $783 | -1.8% | 11 | 0.0% | 0.00% | – | |
OVV | OVINTIV INC COM | $254 | -28.7% | 7 | 0.0% | 0.00% | – | |
ORION OFFICE REIT INC COM USD0.01 | $477 | -21.5% | 71 | 0.0% | 0.00% | – | ||
TLRY | TILRAY BRANDS INC COM | $253 | -5.9% | 100 | 0.0% | 0.00% | – | |
OHI | OMEGA HEALTHCARE INVESTORS COM STK USD0.10 | $942 | +0.4% | 34 | 0.0% | 0.00% | – | |
UGI | UGI CORP COM | $177 | -5.3% | 5 | 0.0% | 0.00% | – | |
MYGN | MYRIAD GENETICS INC COM | $813 | +60.0% | 35 | 0.0% | 0.00% | – | |
MOGA | MOOG INC COM CL A | $912 | +15.2% | 9 | 0.0% | 0.00% | – | |
ACCO | ACCO BRANDS CORPORATION COM | $160 | -4.8% | 30 | 0.0% | 0.00% | – | |
MTCH | MATCH GROUP INC COM | $576 | -7.4% | 15 | 0.0% | 0.00% | – | |
MTDR | MATADOR RESOURCES COMPANY COM | $479 | -16.4% | 10 | 0.0% | 0.00% | – | |
MNSF | MANSFELDER METALS LTD COM | $0 | – | 1,000 | 0.0% | 0.00% | – | |
LEONARDO DRS INC COM | $65 | +1.6% | 5 | 0.0% | 0.00% | – | ||
LW | LAMB WESTON HLDGS INC COM | $314 | +17.2% | 3 | 0.0% | 0.00% | – | |
KYNDRYL HLDGS INC COM | $679 | +32.6% | 46 | 0.0% | 0.00% | – | ||
KLIC | KULICKE & SOFFA INDUSTRIES INC COM | $263 | +19.0% | 5 | 0.0% | 0.00% | – | |
JCOM | ZIFF DAVIS INC COM | $624 | -1.4% | 8 | 0.0% | 0.00% | – | |
COMT | ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL | $865 | -4.1% | 32 | 0.0% | 0.00% | – | |
ISCO | INTL STEM CELL COR COM | $4 | 0.0% | 20 | 0.0% | 0.00% | – | |
HII | HUNTINGTON INGALLS INDUSTRIES COM | $837 | -9.8% | 4 | 0.0% | 0.00% | – | |
HMN | HORACE MANN EDUCATORS CORP COM | $546 | -9.5% | 16 | 0.0% | 0.00% | – | |
HXL | HEXCEL CORPORATION COM | $1,096 | +16.2% | 16 | 0.0% | 0.00% | – | |
GT | GOODYEAR TIRE & RUBBER CO COM | $287 | +8.7% | 26 | 0.0% | 0.00% | – | |
QYLG | GLOBAL X FDS NASDAQ 100 COVERED CALL & G | $898 | +15.6% | 35 | 0.0% | 0.00% | – | |
GTX | GARRETT MOTION INC COM | $38 | 0.0% | 5 | 0.0% | 0.00% | – | |
GCI | GANNETT CO INC COM | $50 | -9.1% | 27 | 0.0% | 0.00% | – | |
UPST | UPSTART HLDGS INC COM | $1,049 | +20.2% | 66 | 0.0% | 0.00% | – | |
UPWK | UPWORK INC COM | $849 | +8.4% | 75 | 0.0% | 0.00% | – | |
GATX | GATX CORP COM | $1,222 | +4.4% | 11 | 0.0% | 0.00% | -100.0% | |
FORM | FORMFACTOR INC COM | $892 | +43.4% | 28 | 0.0% | 0.00% | – | |
FORA | FORIAN INC COM | $381 | +39.6% | 100 | 0.0% | 0.00% | – | |
FED NATIONAL MTG ASSN CMO 1996-31 Gcmo 1996-31 g | $6 | -14.3% | 1 | 0.0% | 0.00% | – | ||
FED NATIONAL MTG ASSN CMO 1993-208 Kcmo 1993-208 k | $3 | -40.0% | 2 | 0.0% | 0.00% | – | ||
F&G ANNUITIES & LIFE INC COM | $54 | -10.0% | 3 | 0.0% | 0.00% | – | ||
EMBECTA CORPORATION COM | $569 | +12.5% | 20 | 0.0% | 0.00% | – | ||
DRAFTKINGS INC COM CL A | $774 | +69.7% | 40 | 0.0% | 0.00% | – | ||
MOON | DIREXION SHARES ETF TRUST MOONSHOT INNOVATORS ETFmoonshot innovators etf | $592 | +12.8% | 50 | 0.0% | 0.00% | – | |
DDOG | DATADOG INC COM CL A | $291 | -1.0% | 4 | 0.0% | 0.00% | – | |
CUE | CUE BIOPHARMA INC COM | $1,135 | +25.3% | 318 | 0.0% | 0.00% | – | |
CONSENSUS CLOUD SOLUTIONS INC COM | $68 | -37.0% | 2 | 0.0% | 0.00% | – | ||
CRUS | CIRRUS LOGIC INC COM | $1,094 | +46.8% | 10 | 0.0% | 0.00% | – | |
CHK | CHESAPEAKE ENERGY CORP COM | $304 | -19.4% | 4 | 0.0% | 0.00% | – | |
CNC | CENTENE CORPORATION COM | $632 | -22.9% | 10 | 0.0% | 0.00% | – | |
CARS | CARS COM INC COM | $637 | +40.3% | 33 | 0.0% | 0.00% | – | |
CZR | CAESARS ENTERTAINMENT INC NEW COM | $781 | +17.3% | 16 | 0.0% | 0.00% | – | |
CBT | CABOT CORP COM | $851 | +15.2% | 11 | 0.0% | 0.00% | – | |
CBRE | CBRE GROUP INC COM CL A | $1,092 | -5.4% | 15 | 0.0% | 0.00% | -100.0% | |
BFAM | BRIGHT HORIZONS FAMILY SOLUTIO COM | $616 | +22.0% | 8 | 0.0% | 0.00% | – | |
BOX | BOX INC COM CL A | $911 | -13.9% | 34 | 0.0% | 0.00% | -100.0% | |
WASHINGTON MUT MTG CMO 2003-MS8 I-A-6cmo 2003-ms8 i-a-6 | $482 | -3.4% | 1 | 0.0% | 0.00% | – | ||
BXP | BOSTON PROPERTIES INC COM USD0.01 | $889 | -18.9% | 16 | 0.0% | 0.00% | -100.0% | |
WBS | WEBSTER FINANCIAL CORP COM | $680 | -16.2% | 17 | 0.0% | 0.00% | – | |
BUDZ | WEED INC COM | $92 | -29.2% | 1,530 | 0.0% | 0.00% | – | |
BWA | BORG WARNER INC COM | $841 | +22.4% | 17 | 0.0% | 0.00% | – | |
BKI | BLACK KNIGHT INC COM | $748 | -6.8% | 13 | 0.0% | 0.00% | – | |
BIO | BIO RAD LABORATORIES INC COM CL A | $958 | +13.9% | 2 | 0.0% | 0.00% | – | |
BIGC | BIGCOMMERCE HLDGS INC COM | $36 | +2.9% | 4 | 0.0% | 0.00% | – | |
BLL | BALL CORP COM | $1,111 | +8.2% | 20 | 0.0% | 0.00% | – | |
WDC | WESTERN DIGITAL CORP COM | $1,055 | +19.5% | 28 | 0.0% | 0.00% | – | |
ACB | AURORA CANNABIS INC COM | $82 | -24.8% | 118 | 0.0% | 0.00% | – | |
WSC | WILLSCOT MOBILE MINI HLDGS COR COM CL A | $375 | +3.9% | 8 | 0.0% | 0.00% | – | |
ASAN | ASANA INC COM CL A | $444 | +53.6% | 21 | 0.0% | 0.00% | – | |
ARW | ARROW ELECTRONICS INC COM | $999 | +19.4% | 8 | 0.0% | 0.00% | – | |
ANSS | ANSYS INC COM | $666 | +37.9% | 2 | 0.0% | 0.00% | – | |
DIVO | AMPLIFY ETF TR CWP ENHANCED DIV ETFcwp enhanced div etf | $363 | 0.0% | 10 | 0.0% | 0.00% | – | |
WWD | WOODWARD INC COM | $880 | +1.0% | 9 | 0.0% | 0.00% | – | |
ZM | ZOOM VIDEO COMMUNICATIONS INC COM CL A | $738 | +9.0% | 10 | 0.0% | 0.00% | – | |
ALLIANZ SE COM | $1,155 | +9.0% | 5 | 0.0% | 0.00% | -100.0% | ||
CREDIT AGRICOLE SA COM | $1,182 | +9.7% | 104 | 0.0% | 0.00% | -100.0% | ||
AEG | AEGON NV ADR SPONSOREDadr sponsored | $374 | -14.6% | 87 | 0.0% | 0.00% | – | |
ABRAXAS PETROLEUM CORP COM | $3 | 0.0% | 4 | 0.0% | 0.00% | – | ||
UNILEVER PLC COM | $1,055 | +6.4% | 20 | 0.0% | 0.00% | – | ||
ALC | ALCON AG COM | $778 | +2.9% | 11 | 0.0% | 0.00% | – | |
TERUMO CORP COM | $1,197 | -5.7% | 44 | 0.0% | 0.00% | -100.0% | ||
FVRR | FIVERR INTERNATIONAL LTD COM | $349 | +19.9% | 10 | 0.0% | 0.00% | – | |
NVMI | NOVA LTD COM | $313 | +27.8% | 3 | 0.0% | 0.00% | – | |
SBNY | SIGNATURE BANK COM | $1 | -99.9% | 8 | 0.0% | 0.00% | – | |
AOS | SMITH A O CORP COM | $907 | +21.3% | 13 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-20
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.