$149 Million is the total value of Clearview Wealth Advisors LLC's 595 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
ESGU | New | ISHARES ESG AWARE MSCI USA ETFetf | $11,607,000 | – | 134,922 | +100.0% | 7.80% | – |
SPLG | New | SPDR PORTFOLIO S&P 500 ETFetf | $8,857,000 | – | 201,485 | +100.0% | 5.95% | – |
GOVT | New | ISHARES U.S. TREASURY BOND ETFetf | $8,414,000 | – | 308,891 | +100.0% | 5.65% | – |
SPIB | New | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFetf | $5,476,000 | – | 147,282 | +100.0% | 3.68% | – |
IGSB | New | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $5,423,000 | – | 98,293 | +100.0% | 3.64% | – |
USFR | New | WISDOMTREE FLOATING RATE TREASURY FUNDetf | $4,588,000 | – | 182,777 | +100.0% | 3.08% | – |
SHYG | New | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFetf | $3,932,000 | – | 86,525 | +100.0% | 2.64% | – |
XSOE | New | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDetf | $3,925,000 | – | 98,946 | +100.0% | 2.64% | – |
SPTS | New | SPDR PORTFOLIO SHORT TERM TREASURY ETFetf | $3,909,000 | – | 127,298 | +100.0% | 2.62% | – |
SPLB | New | SPDR PORTFOLIO LONG TERM CORPORATE BOND ETFetf | $3,843,000 | – | 116,100 | +100.0% | 2.58% | – |
EFG | New | ISHARES MSCI EAFE GROWTH ETFetf | $3,814,000 | – | 37,797 | +100.0% | 2.56% | – |
MBB | New | ISHARES MBS ETFetf | $3,277,000 | – | 29,760 | +100.0% | 2.20% | – |
VLUE | New | ISHARES MSCI USA VALUE FACTOR ETFetf | $2,390,000 | – | 27,499 | +100.0% | 1.60% | – |
USMV | New | ISHARES MSCI USA MIN VOL FACTOR ETFetf | $2,279,000 | – | 33,570 | +100.0% | 1.53% | – |
MSFT | New | MICROSOFT CORP COMstock | $2,271,000 | – | 10,211 | +100.0% | 1.52% | – |
AAPL | New | APPLE INC COMstock | $2,093,000 | – | 15,771 | +100.0% | 1.41% | – |
SHY | New | ISHARES 1-3 YEAR TREASURY BOND ETFetf | $1,984,000 | – | 22,971 | +100.0% | 1.33% | – |
BOND | New | PIMCO ACTIVE BOND EXCHANGE-TRADED FUNDetf | $1,891,000 | – | 16,719 | +100.0% | 1.27% | – |
PGX | New | INVESCO PREFERRED ETFetf | $1,718,000 | – | 112,610 | +100.0% | 1.15% | – |
FTEC | New | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFetf | $1,716,000 | – | 16,419 | +100.0% | 1.15% | – |
TIP | New | ISHARES TIPS BOND ETFetf | $1,668,000 | – | 13,070 | +100.0% | 1.12% | – |
VNLA | New | JANUS HENDERSON SHORT DURATION INCOME ETFetf | $1,618,000 | – | 32,050 | +100.0% | 1.09% | – |
RODM | New | HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETFetf | $1,531,000 | – | 54,064 | +100.0% | 1.03% | – |
IHI | New | ISHARES U.S. MEDICAL DEVICES ETFetf | $1,453,000 | – | 4,440 | +100.0% | 0.98% | – |
NEAR | New | BLACKROCK SHORT MATURITY BOND ETFetf | $1,404,000 | – | 27,977 | +100.0% | 0.94% | – |
SPLV | New | INVESCO S&P 500 LOW VOLATILITY ETFetf | $1,316,000 | – | 23,410 | +100.0% | 0.88% | – |
SPSB | New | SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFetf | $1,293,000 | – | 41,193 | +100.0% | 0.87% | – |
COST | New | COSTCO WHSL CORP NEW COMstock | $1,200,000 | – | 3,185 | +100.0% | 0.81% | – |
AMZN | New | AMAZON COM INC COMstock | $1,182,000 | – | 363 | +100.0% | 0.79% | – |
VMBS | New | VANGUARD MORTGAGE-BACKED SECURITIES ETFetf | $1,109,000 | – | 20,511 | +100.0% | 0.74% | – |
VCSH | New | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDetf | $1,110,000 | – | 13,339 | +100.0% | 0.74% | – |
CVX | New | CHEVRON CORP NEW COMstock | $1,049,000 | – | 12,423 | +100.0% | 0.70% | – |
SPTL | New | SPDR PORTFOLIO LONG TERM TREASURY ETFetf | $1,027,000 | – | 22,764 | +100.0% | 0.69% | – |
IVV | New | ISHARES CORE S&P 500 ETFetf | $1,024,000 | – | 2,729 | +100.0% | 0.69% | – |
SIZE | New | ISHARES MSCI USA SIZE FACTOR ETFetf | $979,000 | – | 8,808 | +100.0% | 0.66% | – |
JNJ | New | JOHNSON & JOHNSON COMstock | $960,000 | – | 6,102 | +100.0% | 0.64% | – |
BAC | New | BK OF AMERICA CORP COMstock | $934,000 | – | 30,805 | +100.0% | 0.63% | – |
WMT | New | WALMART INC COMstock | $928,000 | – | 6,436 | +100.0% | 0.62% | – |
NSC | New | NORFOLK SOUTHN CORP COMstock | $823,000 | – | 3,461 | +100.0% | 0.55% | – |
JPM | New | JPMORGAN CHASE & CO COMstock | $817,000 | – | 6,433 | +100.0% | 0.55% | – |
GBIL | New | GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETFetf | $812,000 | – | 8,110 | +100.0% | 0.54% | – |
SHM | New | SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETFetf | $802,000 | – | 16,104 | +100.0% | 0.54% | – |
MCD | New | MCDONALDS CORP COMstock | $745,000 | – | 3,472 | +100.0% | 0.50% | – |
INTC | New | INTEL CORP COMstock | $714,000 | – | 14,338 | +100.0% | 0.48% | – |
ACWI | New | ISHARES MSCI ACWI INDEX FUNDetf | $699,000 | – | 7,699 | +100.0% | 0.47% | – |
SCHR | New | SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETFetf | $662,000 | – | 11,375 | +100.0% | 0.44% | – |
ABT | New | ABBOTT LABS COMstock | $662,000 | – | 6,049 | +100.0% | 0.44% | – |
MUB | New | ISHARES NATIONAL MUNI BOND ETFetf | $648,000 | – | 5,525 | +100.0% | 0.44% | – |
XLP | New | CONSUMER STAPLES SELECT SECTOR SPDR FUNDetf | $622,000 | – | 9,222 | +100.0% | 0.42% | – |
VGSH | New | VANGUARD SHORT-TERM GOVERNMENT BOND ETFetf | $606,000 | – | 9,841 | +100.0% | 0.41% | – |
BMY | New | BRISTOL-MYERS SQUIBB CO COMstock | $605,000 | – | 9,752 | +100.0% | 0.41% | – |
QCOM | New | QUALCOMM INC COMstock | $600,000 | – | 3,940 | +100.0% | 0.40% | – |
PNC | New | PNC FINL SVCS GROUP INC COMstock | $600,000 | – | 4,030 | +100.0% | 0.40% | – |
PG | New | PROCTER AND GAMBLE CO COMstock | $595,000 | – | 4,279 | +100.0% | 0.40% | – |
AOK | New | ISHARES CONSERVATIVE ALLOCATION FUNDetf | $594,000 | – | 15,322 | +100.0% | 0.40% | – |
ABBV | New | ABBVIE INC COMstock | $589,000 | – | 5,494 | +100.0% | 0.40% | – |
MMIN | New | IQ MACKAY MUNICIPAL INSURED ETFetf | $589,000 | – | 21,315 | +100.0% | 0.40% | – |
CSCO | New | CISCO SYS INC COMstock | $565,000 | – | 12,617 | +100.0% | 0.38% | – |
BRKB | New | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $552,000 | – | 2,380 | +100.0% | 0.37% | – |
EMR | New | EMERSON ELEC CO COMstock | $512,000 | – | 6,369 | +100.0% | 0.34% | – |
LMT | New | LOCKHEED MARTIN CORP COMstock | $510,000 | – | 1,437 | +100.0% | 0.34% | – |
QUAL | New | ISHARES MSCI USA QUALITY FACTOR ETFetf | $494,000 | – | 4,247 | +100.0% | 0.33% | – |
MRK | New | MERCK & CO. INC COMstock | $493,000 | – | 6,027 | +100.0% | 0.33% | – |
SWAN | New | AMPLIFY BLACKSWAN GROWTH & TREASURY CORE ETFetf | $471,000 | – | 14,342 | +100.0% | 0.32% | – |
HON | New | HONEYWELL INTL INC COMstock | $436,000 | – | 2,050 | +100.0% | 0.29% | – |
PFE | New | PFIZER INC COMstock | $426,000 | – | 11,583 | +100.0% | 0.29% | – |
V | New | VISA INC COM CL Astock | $426,000 | – | 1,948 | +100.0% | 0.29% | – |
KO | New | COCA COLA CO COMstock | $421,000 | – | 7,671 | +100.0% | 0.28% | – |
T | New | AT&T INC COMstock | $417,000 | – | 14,498 | +100.0% | 0.28% | – |
EMB | New | ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETFetf | $412,000 | – | 3,553 | +100.0% | 0.28% | – |
VIG | New | VANGUARD DIVIDEND APPRECIATION INDEX FUNDetf | $410,000 | – | 2,904 | +100.0% | 0.28% | – |
FBND | New | FIDELITY TOTAL BOND ETFetf | $401,000 | – | 7,388 | +100.0% | 0.27% | – |
MUNI | New | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUNDetf | $399,000 | – | 7,039 | +100.0% | 0.27% | – |
NVDA | New | NVIDIA CORPORATION COMstock | $391,000 | – | 749 | +100.0% | 0.26% | – |
WM | New | WASTE MGMT INC DEL COMstock | $376,000 | – | 3,186 | +100.0% | 0.25% | – |
GIS | New | GENERAL MLS INC COMstock | $365,000 | – | 6,211 | +100.0% | 0.24% | – |
DG | New | DOLLAR GEN CORP NEW COMstock | $362,000 | – | 1,719 | +100.0% | 0.24% | – |
AMGN | New | AMGEN INC COMstock | $351,000 | – | 1,526 | +100.0% | 0.24% | – |
PPL | New | PPL CORP COMstock | $343,000 | – | 12,155 | +100.0% | 0.23% | – |
BIL | New | SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETFetf | $338,000 | – | 3,691 | +100.0% | 0.23% | – |
WPC | New | WP CAREY INC COMreit | $333,000 | – | 4,720 | +100.0% | 0.22% | – |
SCHO | New | SCHWAB SHORT-TERM U.S. TREASURY ETFetf | $328,000 | – | 6,380 | +100.0% | 0.22% | – |
KMB | New | KIMBERLY-CLARK CORP COMstock | $325,000 | – | 2,407 | +100.0% | 0.22% | – |
IJR | New | ISHARES S&P SMALL-CAP FUNDetf | $323,000 | – | 3,518 | +100.0% | 0.22% | – |
SHV | New | ISHARES SHORT TREASURY BOND ETFetf | $316,000 | – | 2,855 | +100.0% | 0.21% | – |
ESGE | New | ISHARES MSCI EM ESG SELECT ETFetf | $311,000 | – | 7,411 | +100.0% | 0.21% | – |
LEG | New | LEGGETT & PLATT INC COMstock | $304,000 | – | 6,851 | +100.0% | 0.20% | – |
VZ | New | VERIZON COMMUNICATIONS INC COMstock | $304,000 | – | 5,170 | +100.0% | 0.20% | – |
NUE | New | NUCOR CORP COMstock | $289,000 | – | 5,442 | +100.0% | 0.19% | – |
USHY | New | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFetf | $286,000 | – | 6,943 | +100.0% | 0.19% | – |
PEP | New | PEPSICO INC COMstock | $284,000 | – | 1,918 | +100.0% | 0.19% | – |
CB | New | CHUBB LIMITED COMstock | $283,000 | – | 1,840 | +100.0% | 0.19% | – |
KBWB | New | INVESCO KBW BANK ETFetf | $278,000 | – | 5,516 | +100.0% | 0.19% | – |
KMI | New | KINDER MORGAN INC DEL COMstock | $272,000 | – | 19,880 | +100.0% | 0.18% | – |
PYPL | New | PAYPAL HLDGS INC COMstock | $271,000 | – | 1,158 | +100.0% | 0.18% | – |
MTB | New | M & T BK CORP COMstock | $259,000 | – | 2,031 | +100.0% | 0.17% | – |
WIZ | New | MERLYN.AI BULL-RIDER BEAR-FIGHTER ETFetf | $255,000 | – | 7,646 | +100.0% | 0.17% | – |
CLX | New | CLOROX CO DEL COMstock | $251,000 | – | 1,242 | +100.0% | 0.17% | – |
HD | New | HOME DEPOT INC COMstock | $249,000 | – | 937 | +100.0% | 0.17% | – |
LQD | New | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf | $232,000 | – | 1,679 | +100.0% | 0.16% | – |
WVVI | New | WILLAMETTE VY VINEYARD INC COMstock | $227,000 | – | 35,674 | +100.0% | 0.15% | – |
ALK | New | ALASKA AIR GROUP INC COMstock | $225,000 | – | 4,333 | +100.0% | 0.15% | – |
CI | New | CIGNA CORP NEW COMstock | $219,000 | – | 1,051 | +100.0% | 0.15% | – |
DIS | New | DISNEY WALT CO COMstock | $218,000 | – | 1,202 | +100.0% | 0.15% | – |
SBUX | New | STARBUCKS CORP COMstock | $212,000 | – | 1,980 | +100.0% | 0.14% | – |
GOOGL | New | ALPHABET INC CAP STK CL Astock | $207,000 | – | 118 | +100.0% | 0.14% | – |
DGRW | New | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUNDetf | $201,000 | – | 3,732 | +100.0% | 0.14% | – |
BA | New | BOEING CO COMstock | $201,000 | – | 937 | +100.0% | 0.14% | – |
IVW | New | ISHARES S&P 500 GROWTH ETFetf | $190,000 | – | 2,980 | +100.0% | 0.13% | – |
IWP | New | ISHARES RUSSELL MID-CAP GROWTH ETFetf | $189,000 | – | 1,842 | +100.0% | 0.13% | – |
MTUM | New | ISHARES MSCI USA MOMENTUM FACTOR ETFetf | $184,000 | – | 1,143 | +100.0% | 0.12% | – |
DGRO | New | ISHARES CORE DIVIDEND GROWTH ETFetf | $179,000 | – | 3,989 | +100.0% | 0.12% | – |
LGLV | New | SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETFetf | $167,000 | – | 1,392 | +100.0% | 0.11% | – |
COP | New | CONOCOPHILLIPS COMstock | $167,000 | – | 4,186 | +100.0% | 0.11% | – |
ADBE | New | ADOBE SYSTEMS INCORPORATED COMstock | $156,000 | – | 311 | +100.0% | 0.10% | – |
AB | New | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNstock | $151,000 | – | 4,482 | +100.0% | 0.10% | – |
FIXD | New | FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETFetf | $150,000 | – | 2,749 | +100.0% | 0.10% | – |
QTUM | New | DEFIANCE QUANTUM ETFetf | $150,000 | – | 3,616 | +100.0% | 0.10% | – |
FDLO | New | FIDELITY LOW VOLATILITY FACTOR ETFetf | $149,000 | – | 3,492 | +100.0% | 0.10% | – |
NEE | New | NEXTERA ENERGY INC COMstock | $147,000 | – | 1,900 | +100.0% | 0.10% | – |
TSCO | New | TRACTOR SUPPLY CO COMstock | $146,000 | – | 1,037 | +100.0% | 0.10% | – |
SO | New | SOUTHERN CO COMstock | $137,000 | – | 2,224 | +100.0% | 0.09% | – |
PAWZ | New | PROSHARES PET CARE ETFetf | $137,000 | – | 1,907 | +100.0% | 0.09% | – |
PSX | New | PHILLIPS 66 COMstock | $131,000 | – | 1,867 | +100.0% | 0.09% | – |
WERN | New | WERNER ENTERPRISES INC COMstock | $130,000 | – | 3,326 | +100.0% | 0.09% | – |
LMBS | New | FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETFetf | $126,000 | – | 2,443 | +100.0% | 0.08% | – |
AGZ | New | ISHARES AGENCY BOND ETFetf | $122,000 | – | 1,019 | +100.0% | 0.08% | – |
USB | New | US BANCORP DEL COM NEWstock | $117,000 | – | 2,518 | +100.0% | 0.08% | – |
FDX | New | FEDEX CORP COMstock | $116,000 | – | 446 | +100.0% | 0.08% | – |
IEFA | New | ISHARES CORE MSCI EAFE ETFetf | $116,000 | – | 1,681 | +100.0% | 0.08% | – |
IGIB | New | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $113,000 | – | 1,831 | +100.0% | 0.08% | – |
FB | New | FACEBOOK INC CL Astock | $112,000 | – | 409 | +100.0% | 0.08% | – |
FIVG | New | DEFIANCE NEXT GEN CONNECTIVITY ETFetf | $112,000 | – | 3,337 | +100.0% | 0.08% | – |
AGG | New | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $110,000 | – | 932 | +100.0% | 0.07% | – |
GE | New | GENERAL ELECTRIC CO COMstock | $107,000 | – | 9,919 | +100.0% | 0.07% | – |
AVGO | New | BROADCOM INC COMstock | $105,000 | – | 238 | +100.0% | 0.07% | – |
ITW | New | ILLINOIS TOOL WKS INC COMstock | $105,000 | – | 513 | +100.0% | 0.07% | – |
SUB | New | ISHARES SHORT-TERM NATIONAL MUNI BOND ETFetf | $105,000 | – | 973 | +100.0% | 0.07% | – |
XOM | New | EXXON MOBIL CORP COMstock | $105,000 | – | 2,543 | +100.0% | 0.07% | – |
AOM | New | ISHARES MODERATE ALLOCATION FUNDetf | $104,000 | – | 2,400 | +100.0% | 0.07% | – |
EINC | New | VANECK VECTORS ENERGY INCOME ETFetf | $103,000 | – | 2,516 | +100.0% | 0.07% | – |
IEUR | New | ISHARES CORE MSCI EUROPE ETFetf | $101,000 | – | 1,972 | +100.0% | 0.07% | – |
BX | New | BLACKSTONE GROUP INC COM CL Astock | $95,000 | – | 1,462 | +100.0% | 0.06% | – |
GLD | New | SPDR GOLD SHARESetf | $95,000 | – | 530 | +100.0% | 0.06% | – |
IEF | New | ISHARES 7-10 YEAR TREASURY BOND ETFetf | $91,000 | – | 759 | +100.0% | 0.06% | – |
VGT | New | VANGUARD INFORMATION TECHNOLOGY INDEX FUNDetf | $91,000 | – | 258 | +100.0% | 0.06% | – |
TJX | New | TJX COS INC NEW COMstock | $89,000 | – | 1,304 | +100.0% | 0.06% | – |
CMCSA | New | COMCAST CORP NEW CL Astock | $90,000 | – | 1,725 | +100.0% | 0.06% | – |
MINT | New | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDetf | $90,000 | – | 880 | +100.0% | 0.06% | – |
C | New | CITIGROUP INC COM NEWstock | $87,000 | – | 1,407 | +100.0% | 0.06% | – |
SEDG | New | SOLAREDGE TECHNOLOGIES INC COMstock | $87,000 | – | 273 | +100.0% | 0.06% | – |
IWF | New | ISHARES RUSSELL 1000 GROWTH ETFetf | $84,000 | – | 350 | +100.0% | 0.06% | – |
MA | New | MASTERCARD INCORPORATED CL Astock | $84,000 | – | 235 | +100.0% | 0.06% | – |
PFF | New | ISHARES PREFERRED AND INCOME SECURITIES ETFetf | $82,000 | – | 2,136 | +100.0% | 0.06% | – |
SHOP | New | SHOPIFY INC CL Astock | $80,000 | – | 71 | +100.0% | 0.05% | – |
ROBO | New | ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETFetf | $80,000 | – | 1,313 | +100.0% | 0.05% | – |
UNH | New | UNITEDHEALTH GROUP INC COMstock | $78,000 | – | 222 | +100.0% | 0.05% | – |
SCHD | New | SCHWAB US DIVIDEND EQUITY ETFetf | $77,000 | – | 1,204 | +100.0% | 0.05% | – |
ITM | New | VANECK VECTORS INTERMEDIATE MUNI ETFetf | $78,000 | – | 1,505 | +100.0% | 0.05% | – |
TXN | New | TEXAS INSTRS INC COMstock | $77,000 | – | 469 | +100.0% | 0.05% | – |
UMPQ | New | UMPQUA HLDGS CORP COMstock | $78,000 | – | 5,139 | +100.0% | 0.05% | – |
YUM | New | YUM BRANDS INC COMstock | $76,000 | – | 698 | +100.0% | 0.05% | – |
IVE | New | ISHARES S&P 500 VALUE ETFetf | $75,000 | – | 586 | +100.0% | 0.05% | – |
ED | New | CONSOLIDATED EDISON INC COMstock | $73,000 | – | 1,016 | +100.0% | 0.05% | – |
RTX | New | RAYTHEON TECHNOLOGIES CORP COMstock | $73,000 | – | 1,021 | +100.0% | 0.05% | – |
CTAS | New | CINTAS CORP COMstock | $72,000 | – | 205 | +100.0% | 0.05% | – |
IJH | New | ISHARES S&P MIDCAP FUNDetf | $72,000 | – | 311 | +100.0% | 0.05% | – |
FTC | New | FIRST TRUST LARGE CAP GROWTH OPPORTUNITIES ALPHADEX FUNDetf | $72,000 | – | 742 | +100.0% | 0.05% | – |
WFC | New | WELLS FARGO CO NEW COMstock | $71,000 | – | 2,339 | +100.0% | 0.05% | – |
LLY | New | LILLY ELI & CO COMstock | $72,000 | – | 426 | +100.0% | 0.05% | – |
HYG | New | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFetf | $68,000 | – | 783 | +100.0% | 0.05% | – |
IGT | New | INTERNATIONAL GAME TECHNOLOGY SHS USDstock | $69,000 | – | 4,100 | +100.0% | 0.05% | – |
ITOT | New | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf | $67,000 | – | 771 | +100.0% | 0.04% | – |
IXN | New | ISHARES GLOBAL TECH ETFetf | $67,000 | – | 222 | +100.0% | 0.04% | – |
HSY | New | HERSHEY CO COMstock | $66,000 | – | 431 | +100.0% | 0.04% | – |
MO | New | ALTRIA GROUP INC COMstock | $64,000 | – | 1,565 | +100.0% | 0.04% | – |
AWK | New | AMERICAN WTR WKS CO INC NEW COMstock | $64,000 | – | 418 | +100.0% | 0.04% | – |
DUK | New | DUKE ENERGY CORP NEW COM NEWstock | $64,000 | – | 698 | +100.0% | 0.04% | – |
SMB | New | VANECK VECTORS SHORT MUNI ETFetf | $62,000 | – | 3,400 | +100.0% | 0.04% | – |
IYZ | New | ISHARES U.S. TELECOMMUNICATIONS ETFetf | $62,000 | – | 2,039 | +100.0% | 0.04% | – |
TRV | New | TRAVELERS COMPANIES INC COMstock | $60,000 | – | 429 | +100.0% | 0.04% | – |
PSK | New | SPDR WELLS FARGO PREFERRED STOCK ETFetf | $58,000 | – | 1,305 | +100.0% | 0.04% | – |
GD | New | GENERAL DYNAMICS CORP COMstock | $58,000 | – | 387 | +100.0% | 0.04% | – |
EVRG | New | EVERGY INC COMstock | $58,000 | – | 1,050 | +100.0% | 0.04% | – |
CRM | New | SALESFORCE COM INC COMstock | $57,000 | – | 258 | +100.0% | 0.04% | – |
RDSA | New | ROYAL DUTCH SHELL PLC SPONS ADR Aadr | $56,000 | – | 1,585 | +100.0% | 0.04% | – |
NVS | New | NOVARTIS AG SPONSORED ADRadr | $57,000 | – | 600 | +100.0% | 0.04% | – |
ZTS | New | ZOETIS INC CL Astock | $56,000 | – | 336 | +100.0% | 0.04% | – |
PAYC | New | PAYCOM SOFTWARE INC COMstock | $57,000 | – | 127 | +100.0% | 0.04% | – |
IWB | New | ISHARES RUSSELL 1000 ETFetf | $55,000 | – | 259 | +100.0% | 0.04% | – |
IJK | New | ISHARES S&P MID-CAP 400 GROWTH ETFetf | $53,000 | – | 737 | +100.0% | 0.04% | – |
TMO | New | THERMO FISHER SCIENTIFIC INC COMstock | $54,000 | – | 116 | +100.0% | 0.04% | – |
BOCT | New | INNOVATOR S&P 500 BUFFER ETF - OCTOBERetf | $54,000 | – | 1,800 | +100.0% | 0.04% | – |
RGR | New | STURM RUGER & CO INC COMstock | $52,000 | – | 793 | +100.0% | 0.04% | – |
RVNU | New | X-TRACKERS MUNICIPAL INFRASTRUCTURE REVENUE BOND ETFetf | $50,000 | – | 1,706 | +100.0% | 0.03% | – |
TGT | New | TARGET CORP COMstock | $50,000 | – | 285 | +100.0% | 0.03% | – |
AZN | New | ASTRAZENECA PLC SPONSORED ADRadr | $50,000 | – | 1,000 | +100.0% | 0.03% | – |
IYG | New | ISHARES U.S. FINANCIAL SERVICES ETFetf | $50,000 | – | 333 | +100.0% | 0.03% | – |
JNK | New | SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETFetf | $49,000 | – | 452 | +100.0% | 0.03% | – |
EV | New | EATON VANCE CORP COM NON VTGstock | $47,000 | – | 690 | +100.0% | 0.03% | – |
VRTX | New | VERTEX PHARMACEUTICALS INC COMstock | $48,000 | – | 203 | +100.0% | 0.03% | – |
PBCT | New | PEOPLES UNITED FINANCIAL INC COMstock | $47,000 | – | 3,616 | +100.0% | 0.03% | – |
SWKS | New | SKYWORKS SOLUTIONS INC COMstock | $48,000 | – | 313 | +100.0% | 0.03% | – |
O | New | REALTY INCOME CORP COMreit | $46,000 | – | 741 | +100.0% | 0.03% | – |
RSP | New | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $44,000 | – | 343 | +100.0% | 0.03% | – |
GOOG | New | ALPHABET INC CAP STK CL Cstock | $44,000 | – | 25 | +100.0% | 0.03% | – |
TLT | New | ISHARES 20 YEAR TREASURY BOND ETFetf | $45,000 | – | 283 | +100.0% | 0.03% | – |
JPST | New | JPMORGAN ULTRA-SHORT INCOME ETFetf | $45,000 | – | 880 | +100.0% | 0.03% | – |
WEC | New | WEC ENERGY GROUP INC COMstock | $44,000 | – | 481 | +100.0% | 0.03% | – |
New | PROSPECT CAP CORP 4.95 07/15/2022convertible | $43,000 | – | 42,000 | +100.0% | 0.03% | – | |
BDX | New | BECTON DICKINSON & CO COMstock | $41,000 | – | 162 | +100.0% | 0.03% | – |
FAAR | New | FIRST TRUST ALTERNATIVE ABSOLUTE RETURN STRATEGY ETFetf | $41,000 | – | 1,511 | +100.0% | 0.03% | – |
IBM | New | INTERNATIONAL BUSINESS MACHS COMstock | $42,000 | – | 331 | +100.0% | 0.03% | – |
LOW | New | LOWES COS INC COMstock | $41,000 | – | 255 | +100.0% | 0.03% | – |
YUMC | New | YUM CHINA HLDGS INC COMstock | $40,000 | – | 697 | +100.0% | 0.03% | – |
New | BLACKROCK TCP CAPITAL CORP 4.625 03/01/2022convertible | $40,000 | – | 40,000 | +100.0% | 0.03% | – | |
PDP | New | INVESCO DWA MOMENTUM ETFetf | $40,000 | – | 451 | +100.0% | 0.03% | – |
CWB | New | SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETFetf | $40,000 | – | 488 | +100.0% | 0.03% | – |
ATVI | New | ACTIVISION BLIZZARD INC COMstock | $40,000 | – | 427 | +100.0% | 0.03% | – |
BEN | New | FRANKLIN RESOURCES INC COMstock | $39,000 | – | 1,559 | +100.0% | 0.03% | – |
WORK | New | SLACK TECHNOLOGIES INC COM CL Astock | $38,000 | – | 900 | +100.0% | 0.03% | – |
MDLZ | New | MONDELEZ INTL INC CL Astock | $39,000 | – | 674 | +100.0% | 0.03% | – |
MKC | New | MCCORMICK & CO INC COM NON VTGstock | $38,000 | – | 395 | +100.0% | 0.03% | – |
FTCS | New | FIRST TRUST CAPITAL STRENGTH ETFetf | $39,000 | – | 579 | +100.0% | 0.03% | – |
QQEW | New | FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUNDetf | $38,000 | – | 373 | +100.0% | 0.03% | – |
MDT | New | MEDTRONIC PLC SHSstock | $38,000 | – | 324 | +100.0% | 0.03% | – |
TFC | New | TRUIST FINL CORP COMstock | $38,000 | – | 800 | +100.0% | 0.03% | – |
PM | New | PHILIP MORRIS INTL INC COMstock | $37,000 | – | 441 | +100.0% | 0.02% | – |
SPXL | New | DIREXION DAILY S&P 500 BULL 3X SHARESetf | $35,000 | – | 479 | +100.0% | 0.02% | – |
NKE | New | NIKE INC CL Bstock | $36,000 | – | 251 | +100.0% | 0.02% | – |
AFL | New | AFLAC INC COMstock | $36,000 | – | 803 | +100.0% | 0.02% | – |
HAS | New | HASBRO INC COMstock | $36,000 | – | 380 | +100.0% | 0.02% | – |
RSG | New | REPUBLIC SVCS INC COMstock | $36,000 | – | 372 | +100.0% | 0.02% | – |
SHLX | New | SHELL MIDSTREAM PARTNERS L P UNIT LTD INTstock | $36,000 | – | 3,605 | +100.0% | 0.02% | – |
TTD | New | THE TRADE DESK INC COM CL Astock | $34,000 | – | 42 | +100.0% | 0.02% | – |
NOW | New | SERVICENOW INC COMstock | $34,000 | – | 62 | +100.0% | 0.02% | – |
VLO | New | VALERO ENERGY CORP COMstock | $34,000 | – | 598 | +100.0% | 0.02% | – |
FVD | New | FIRST TRUST VALUE LINE DIVIDEND INDEX FUNDetf | $34,000 | – | 971 | +100.0% | 0.02% | – |
CSX | New | CSX CORP COMstock | $33,000 | – | 369 | +100.0% | 0.02% | – |
HYLS | New | FIRST TRUST TACTICAL HIGH YIELD ETFetf | $33,000 | – | 671 | +100.0% | 0.02% | – |
CRNC | New | CERENCE INC COMstock | $32,000 | – | 318 | +100.0% | 0.02% | – |
OCUL | New | OCULAR THERAPEUTIX INC COMstock | $32,000 | – | 1,561 | +100.0% | 0.02% | – |
FE | New | FIRSTENERGY CORP COMstock | $32,000 | – | 1,050 | +100.0% | 0.02% | – |
DE | New | DEERE & CO COMstock | $32,000 | – | 118 | +100.0% | 0.02% | – |
NUAN | New | NUANCE COMMUNICATIONS INC COMstock | $31,000 | – | 703 | +100.0% | 0.02% | – |
ILMN | New | ILLUMINA INC COMstock | $32,000 | – | 86 | +100.0% | 0.02% | – |
MRNA | New | MODERNA INC COMstock | $32,000 | – | 306 | +100.0% | 0.02% | – |
FDN | New | FIRST TRUST DOW JONES INTERNET INDEX FUNDetf | $31,000 | – | 148 | +100.0% | 0.02% | – |
TER | New | TERADYNE INC COMstock | $31,000 | – | 255 | +100.0% | 0.02% | – |
BAB | New | INVESCO TAXABLE MUNICIPAL BOND ETFetf | $31,000 | – | 920 | +100.0% | 0.02% | – |
PFM | New | INVESCO DIVIDEND ACHIEVERS ETFetf | $32,000 | – | 961 | +100.0% | 0.02% | – |
EPD | New | ENTERPRISE PRODS PARTNERS L P COMstock | $30,000 | – | 1,538 | +100.0% | 0.02% | – |
WFH | New | DIREXION WORK FROM HOME ETFetf | $30,000 | – | 451 | +100.0% | 0.02% | – |
EPRF | New | INNOVATOR S&P INVESTMENT GRADE PREFERRED ETFetf | $29,000 | – | 1,160 | +100.0% | 0.02% | – |
INTU | New | INTUIT COMstock | $29,000 | – | 76 | +100.0% | 0.02% | – |
SRE | New | SEMPRA ENERGY COMstock | $29,000 | – | 231 | +100.0% | 0.02% | – |
MGM | New | MGM RESORTS INTERNATIONAL COMstock | $29,000 | – | 921 | +100.0% | 0.02% | – |
XHE | New | SPDR S&P HEALTH CARE EQUIPMENT ETFetf | $28,000 | – | 250 | +100.0% | 0.02% | – |
RY | New | ROYAL BK CDA COMstock | $29,000 | – | 350 | +100.0% | 0.02% | – |
IEMG | New | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $28,000 | – | 447 | +100.0% | 0.02% | – |
VRP | New | INVESCO VARIABLE RATE PREFERRED ETFetf | $29,000 | – | 1,130 | +100.0% | 0.02% | – |
BOTZ | New | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETFetf | $29,000 | – | 872 | +100.0% | 0.02% | – |
AEP | New | AMERICAN ELEC PWR CO INC COMstock | $28,000 | – | 334 | +100.0% | 0.02% | – |
FMF | New | FIRST TRUST MANAGED FUTURES STRATEGY FUNDetf | $27,000 | – | 598 | +100.0% | 0.02% | – |
ROBT | New | FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE AND ROBOTICS ETFetf | $27,000 | – | 532 | +100.0% | 0.02% | – |
AXP | New | AMERICAN EXPRESS CO COMstock | $27,000 | – | 221 | +100.0% | 0.02% | – |
MU | New | MICRON TECHNOLOGY INC COMstock | $27,000 | – | 357 | +100.0% | 0.02% | – |
FPX | New | FIRST TRUST US EQUITY OPPORTUNITIES ETFetf | $27,000 | – | 224 | +100.0% | 0.02% | – |
RWL | New | INVESCO S&P 500 REVENUE ETFetf | $27,000 | – | 429 | +100.0% | 0.02% | – |
SLV | New | ISHARES SILVER TRUSTetf | $27,000 | – | 1,111 | +100.0% | 0.02% | – |
FTSM | New | FIRST TRUST ENHANCED SHORT MATURITY ETFetf | $27,000 | – | 444 | +100.0% | 0.02% | – |
CIBR | New | FIRST TRUST NASDAQ CEA CYBERSECURITY ETFetf | $25,000 | – | 556 | +100.0% | 0.02% | – |
TSLA | New | TESLA INC COMstock | $25,000 | – | 35 | +100.0% | 0.02% | – |
WSC | New | WILLSCOT MOBIL MINI HLDNG CORP COM CL Astock | $26,000 | – | 1,116 | +100.0% | 0.02% | – |
SJNK | New | SPDR BLOOMBERG BARCLAYS SHORT TERM HIGH YIELD BOND ETFetf | $25,000 | – | 913 | +100.0% | 0.02% | – |
K | New | KELLOGG CO COMstock | $25,000 | – | 400 | +100.0% | 0.02% | – |
AAL | New | AMERICAN AIRLS GROUP INC COMstock | $26,000 | – | 1,668 | +100.0% | 0.02% | – |
SILV | New | SILVERCREST METALS INC COMstock | $25,000 | – | 2,222 | +100.0% | 0.02% | – |
FTA | New | FIRST TRUST LARGE CAP VALUE OPPORTUNITIES ALPHADEX FUNDetf | $25,000 | – | 447 | +100.0% | 0.02% | – |
ROST | New | ROSS STORES INC COMstock | $25,000 | – | 207 | +100.0% | 0.02% | – |
FITB | New | FIFTH THIRD BANCORP COMstock | $25,000 | – | 900 | +100.0% | 0.02% | – |
FDT | New | FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUNDetf | $24,000 | – | 422 | +100.0% | 0.02% | – |
BP | New | BP PLC SPONSORED ADRadr | $24,000 | – | 1,154 | +100.0% | 0.02% | – |
DBI | New | DESIGNER BRANDS INC CL Astock | $24,000 | – | 3,077 | +100.0% | 0.02% | – |
QRVO | New | QORVO INC COMstock | $24,000 | – | 144 | +100.0% | 0.02% | – |
SQ | New | SQUARE INC CL Astock | $24,000 | – | 109 | +100.0% | 0.02% | – |
HPF | New | HANCOCK JOHN PFD INCOME FD II COMcef | $23,000 | – | 1,226 | +100.0% | 0.02% | – |
CC | New | CHEMOURS CO COMstock | $22,000 | – | 891 | +100.0% | 0.02% | – |
BTT | New | BLACKROCK MUN TARGET TERM TR COM SHS BEN INcef | $23,000 | – | 910 | +100.0% | 0.02% | – |
SIVR | New | ABERDEEN STANDARD PHYSICAL SILVER SHARES ETFetf | $23,000 | – | 885 | +100.0% | 0.02% | – |
ETR | New | ENTERGY CORP NEW COMstock | $22,000 | – | 215 | +100.0% | 0.02% | – |
WRB | New | BERKLEY W R CORP COMstock | $23,000 | – | 347 | +100.0% | 0.02% | – |
IGLB | New | ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $23,000 | – | 318 | +100.0% | 0.02% | – |
FLIR | New | FLIR SYS INC COMstock | $22,000 | – | 500 | +100.0% | 0.02% | – |
SYY | New | SYSCO CORP COMstock | $21,000 | – | 283 | +100.0% | 0.01% | – |
UNP | New | UNION PAC CORP COMstock | $21,000 | – | 100 | +100.0% | 0.01% | – |
ARKK | New | ARK INNOVATION ETFetf | $21,000 | – | 168 | +100.0% | 0.01% | – |
CTXS | New | CITRIX SYS INC COMstock | $19,000 | – | 143 | +100.0% | 0.01% | – |
OKE | New | ONEOK INC NEW COMstock | $19,000 | – | 506 | +100.0% | 0.01% | – |
ALRM | New | ALARM COM HLDGS INC COMstock | $20,000 | – | 196 | +100.0% | 0.01% | – |
PHO | New | INVESCO WATER RESOURCES ETFetf | $19,000 | – | 412 | +100.0% | 0.01% | – |
GAB | New | GABELLI EQUITY TR INC COMcef | $19,000 | – | 3,006 | +100.0% | 0.01% | – |
ENB | New | ENBRIDGE INC COMstock | $19,000 | – | 591 | +100.0% | 0.01% | – |
STE | New | STERIS PLC SHS USDstock | $20,000 | – | 105 | +100.0% | 0.01% | – |
SLQD | New | ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $20,000 | – | 377 | +100.0% | 0.01% | – |
D | New | DOMINION ENERGY INC COMstock | $20,000 | – | 262 | +100.0% | 0.01% | – |
FEM | New | FIRST TRUST EMERGING MARKETS ALPHADEX FUNDetf | $20,000 | – | 796 | +100.0% | 0.01% | – |
IP | New | INTERNATIONAL PAPER CO COMstock | $19,000 | – | 380 | +100.0% | 0.01% | – |
DEO | New | DIAGEO PLC SPON ADR NEWadr | $18,000 | – | 111 | +100.0% | 0.01% | – |
KEYS | New | KEYSIGHT TECHNOLOGIES INC COMstock | $18,000 | – | 139 | +100.0% | 0.01% | – |
DD | New | DUPONT DE NEMOURS INC COMstock | $18,000 | – | 256 | +100.0% | 0.01% | – |
CCI | New | CROWN CASTLE INTL CORP NEW COMreit | $18,000 | – | 112 | +100.0% | 0.01% | – |
CDNS | New | CADENCE DESIGN SYSTEM INC COMstock | $18,000 | – | 132 | +100.0% | 0.01% | – |
EBS | New | EMERGENT BIOSOLUTIONS INC COMstock | $18,000 | – | 200 | +100.0% | 0.01% | – |
REGN | New | REGENERON PHARMACEUTICALS COMstock | $17,000 | – | 36 | +100.0% | 0.01% | – |
XEL | New | XCEL ENERGY INC COMstock | $17,000 | – | 255 | +100.0% | 0.01% | – |
AYX | New | ALTERYX INC COM CL Astock | $16,000 | – | 132 | +100.0% | 0.01% | – |
GDX | New | VANECK VECTORS GOLD MINERS ETFetf | $16,000 | – | 437 | +100.0% | 0.01% | – |
BIDU | New | BAIDU INC SPON ADR REP Aadr | $16,000 | – | 76 | +100.0% | 0.01% | – |
IMCV | New | ISHARES MORNINGSTAR MID-CAP VALUE ETFetf | $16,000 | – | 105 | +100.0% | 0.01% | – |
CHD | New | CHURCH & DWIGHT INC COMstock | $17,000 | – | 200 | +100.0% | 0.01% | – |
NFLX | New | NETFLIX INC COMstock | $17,000 | – | 32 | +100.0% | 0.01% | – |
DCP | New | DCP MIDSTREAM LP COM UT LTD PTNstock | $16,000 | – | 852 | +100.0% | 0.01% | – |
ORCL | New | ORACLE CORP COMstock | $16,000 | – | 246 | +100.0% | 0.01% | – |
LKQ | New | LKQ CORP COMstock | $16,000 | – | 466 | +100.0% | 0.01% | – |
EA | New | ELECTRONIC ARTS INC COMstock | $15,000 | – | 102 | +100.0% | 0.01% | – |
IPHI | New | INPHI CORP COMstock | $15,000 | – | 94 | +100.0% | 0.01% | – |
DOCU | New | DOCUSIGN INC COMstock | $15,000 | – | 66 | +100.0% | 0.01% | – |
TDOC | New | TELADOC HEALTH INC COMstock | $15,000 | – | 74 | +100.0% | 0.01% | – |
LITE | New | LUMENTUM HLDGS INC COMstock | $15,000 | – | 161 | +100.0% | 0.01% | – |
WLL | New | WHITING PETE CORP NEW COM NEWstock | $15,000 | – | 618 | +100.0% | 0.01% | – |
FREL | New | FIDELITY MSCI REAL ESTATE INDEX ETFetf | $15,000 | – | 600 | +100.0% | 0.01% | – |
CARR | New | CARRIER GLOBAL CORPORATION COMstock | $15,000 | – | 400 | +100.0% | 0.01% | – |
SCI | New | SERVICE CORP INTL COMstock | $13,000 | – | 274 | +100.0% | 0.01% | – |
FEP | New | FIRST TRUST EUROPE ALPHADEX FUNDetf | $14,000 | – | 358 | +100.0% | 0.01% | – |
FEAC | New | SKILLZ INC COMstock | $14,000 | – | 722 | +100.0% | 0.01% | – |
SSB | New | SOUTH ST CORP COMstock | $13,000 | – | 181 | +100.0% | 0.01% | – |
GM | New | GENERAL MTRS CO COMstock | $14,000 | – | 339 | +100.0% | 0.01% | – |
U | New | UNITY SOFTWARE INC COMstock | $14,000 | – | 93 | +100.0% | 0.01% | – |
VLDR | New | VELODYNE LIDAR INC COMstock | $14,000 | – | 630 | +100.0% | 0.01% | – |
HFC | New | HOLLYFRONTIER CORP COMstock | $13,000 | – | 504 | +100.0% | 0.01% | – |
DOW | New | DOW INC COMstock | $14,000 | – | 256 | +100.0% | 0.01% | – |
NVCR | New | NOVOCURE LTD ORD SHSstock | $13,000 | – | 75 | +100.0% | 0.01% | – |
SNY | New | SANOFI SPONSORED ADRadr | $14,000 | – | 287 | +100.0% | 0.01% | – |
XLK | New | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $13,000 | – | 100 | +100.0% | 0.01% | – |
DIA | New | SPDR DOW JONES INDUSTRIAL AVERAGE ETFetf | $13,000 | – | 42 | +100.0% | 0.01% | – |
GILD | New | GILEAD SCIENCES INC COMstock | $14,000 | – | 242 | +100.0% | 0.01% | – |
JMIA | New | JUMIA TECHNOLOGIES AG SPONSORED ADSadr | $13,000 | – | 314 | +100.0% | 0.01% | – |
PLUG | New | PLUG POWER INC COM NEWstock | $12,000 | – | 362 | +100.0% | 0.01% | – |
CGC | New | CANOPY GROWTH CORP COMstock | $12,000 | – | 475 | +100.0% | 0.01% | – |
JWN | New | NORDSTROM INC COMstock | $12,000 | – | 375 | +100.0% | 0.01% | – |
TMUS | New | T-MOBILE US INC COMstock | $12,000 | – | 92 | +100.0% | 0.01% | – |
BLNK | New | BLINK CHARGING CO COMstock | $12,000 | – | 271 | +100.0% | 0.01% | – |
LUMN | New | LUMEN TECHNOLOGIES INC COMstock | $12,000 | – | 1,206 | +100.0% | 0.01% | – |
LUV | New | SOUTHWEST AIRLS CO COMstock | $12,000 | – | 251 | +100.0% | 0.01% | – |
PKG | New | PACKAGING CORP AMER COMstock | $12,000 | – | 84 | +100.0% | 0.01% | – |
PGF | New | INVESCO FINANCIAL PREFERRED ETFetf | $11,000 | – | 550 | +100.0% | 0.01% | – |
IIPR | New | INNOVATIVE INDL PPTYS INC COMreit | $11,000 | – | 60 | +100.0% | 0.01% | – |
GUT | New | GABELLI UTIL TR COMcef | $10,000 | – | 1,198 | +100.0% | 0.01% | – |
DSI | New | ISHARES MSCI KLD 400 SOCIAL ETFetf | $11,000 | – | 148 | +100.0% | 0.01% | – |
USIG | New | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETFetf | $10,000 | – | 157 | +100.0% | 0.01% | – |
FCEL | New | FUELCELL ENERGY INC COMstock | $11,000 | – | 1,026 | +100.0% | 0.01% | – |
IYLD | New | ISHARES MORNINGSTAR MULTI-ASSET INCOME INDEX FUNDetf | $10,000 | – | 400 | +100.0% | 0.01% | – |
J | New | JACOBS ENGR GROUP INC COMstock | $11,000 | – | 104 | +100.0% | 0.01% | – |
EIX | New | EDISON INTL COMstock | $10,000 | – | 160 | +100.0% | 0.01% | – |
JETS | New | U.S. GLOBAL JETS ETFetf | $10,000 | – | 450 | +100.0% | 0.01% | – |
OTIS | New | OTIS WORLDWIDE CORP COMstock | $10,000 | – | 150 | +100.0% | 0.01% | – |
PSMT | New | PRICESMART INC COMstock | $11,000 | – | 120 | +100.0% | 0.01% | – |
CTVA | New | CORTEVA INC COMstock | $10,000 | – | 256 | +100.0% | 0.01% | – |
ELP | New | COMPANHIA PARANAENSE ENERG COP SPON ADR PFDadr | $11,000 | – | 747 | +100.0% | 0.01% | – |
CIG | New | CIA ENERGETICA DE MINAS GERAIS SP ADR N-V PFDadr | $10,000 | – | 3,432 | +100.0% | 0.01% | – |
COLM | New | COLUMBIA SPORTSWEAR CO COMstock | $10,000 | – | 109 | +100.0% | 0.01% | – |
CAH | New | CARDINAL HEALTH INC COMstock | $11,000 | – | 200 | +100.0% | 0.01% | – |
SONO | New | SONOS INC COMstock | $11,000 | – | 461 | +100.0% | 0.01% | – |
ASAN | New | ASANA INC CL Astock | $11,000 | – | 382 | +100.0% | 0.01% | – |
VUG | New | VANGUARD GROWTH INDEX FUNDetf | $11,000 | – | 42 | +100.0% | 0.01% | – |
BLOK | New | AMPLIFY TRANSFORMATIONAL DATA SHARING ETFetf | $11,000 | – | 302 | +100.0% | 0.01% | – |
IGD | New | VOYA GLBL EQTY DIV & PREM OPP COMcef | $11,000 | – | 2,188 | +100.0% | 0.01% | – |
WY | New | WEYERHAEUSER CO MTN BE COM NEWreit | $11,000 | – | 320 | +100.0% | 0.01% | – |
BABA | New | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $11,000 | – | 48 | +100.0% | 0.01% | – |
ZM | New | ZOOM VIDEO COMMUNICATIONS INC CL Astock | $11,000 | – | 32 | +100.0% | 0.01% | – |
DY | New | DYCOM INDS INC COMstock | $9,000 | – | 115 | +100.0% | 0.01% | – |
PEG | New | PUBLIC SVC ENTERPRISE GRP INC COMstock | $9,000 | – | 146 | +100.0% | 0.01% | – |
ADM | New | ARCHER DANIELS MIDLAND CO COMstock | $9,000 | – | 178 | +100.0% | 0.01% | – |
GOLD | New | BARRICK GOLD CORP COMstock | $9,000 | – | 405 | +100.0% | 0.01% | – |
MCHI | New | ISHARES MSCI CHINA ETFetf | $9,000 | – | 106 | +100.0% | 0.01% | – |
XLY | New | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $9,000 | – | 55 | +100.0% | 0.01% | – |
ICE | New | INTERCONTINENTAL EXCHANGE INC COMstock | $9,000 | – | 82 | +100.0% | 0.01% | – |
PCAR | New | PACCAR INC COMstock | $9,000 | – | 104 | +100.0% | 0.01% | – |
XLI | New | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $9,000 | – | 100 | +100.0% | 0.01% | – |
IPAC | New | ISHARES CORE MSCI PACIFIC ETFetf | $9,000 | – | 133 | +100.0% | 0.01% | – |
ARCC | New | ARES CAPITAL CORP COMcef | $9,000 | – | 543 | +100.0% | 0.01% | – |
XNTK | New | SPDR NYSE TECHNOLOGY ETFetf | $9,000 | – | 65 | +100.0% | 0.01% | – |
FSLY | New | FASTLY INC CL Astock | $9,000 | – | 100 | +100.0% | 0.01% | – |
MS | New | MORGAN STANLEY COM NEWstock | $7,000 | – | 104 | +100.0% | 0.01% | – |
FBT | New | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUNDetf | $8,000 | – | 45 | +100.0% | 0.01% | – |
VALE | New | VALE S A SPONSORED ADSadr | $8,000 | – | 485 | +100.0% | 0.01% | – |
HPQ | New | HP INC COMstock | $8,000 | – | 337 | +100.0% | 0.01% | – |
FRT | New | FEDERAL RLTY INVT TR SH BEN INT NEWreit | $8,000 | – | 95 | +100.0% | 0.01% | – |
HDMV | New | FIRST TRUST HORIZON MANAGED VOLATILITY DEVELOPED INTERNATIONAL ETFetf | $8,000 | – | 265 | +100.0% | 0.01% | – |
FUTY | New | FIDELITY MSCI UTILITIES INDEX ETFetf | $8,000 | – | 200 | +100.0% | 0.01% | – |
SLYG | New | SPDR S&P 600 SMALL CAP GROWTH ETFetf | $8,000 | – | 110 | +100.0% | 0.01% | – |
THO | New | THOR INDS INC COMstock | $8,000 | – | 85 | +100.0% | 0.01% | – |
SUSC | New | ISHARES ESG AWARE USD CORPORATE BOND ETFetf | $8,000 | – | 290 | +100.0% | 0.01% | – |
KCAC | New | QUANTUMSCAPE CORP COM CL Astock | $7,000 | – | 86 | +100.0% | 0.01% | – |
BURL | New | BURLINGTON STORES INC COMstock | $8,000 | – | 30 | +100.0% | 0.01% | – |
FNY | New | FIRST TRUST MID CAP GROWTH ALPHADEX FUNDetf | $7,000 | – | 104 | +100.0% | 0.01% | – |
SCHW | New | SCHWAB CHARLES CORP COMstock | $7,000 | – | 126 | +100.0% | 0.01% | – |
EQNR | New | EQUINOR ASA SPONSORED ADRadr | $8,000 | – | 505 | +100.0% | 0.01% | – |
XLV | New | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $8,000 | – | 71 | +100.0% | 0.01% | – |
ALC | New | ALCON AG ORD SHSstock | $8,000 | – | 120 | +100.0% | 0.01% | – |
EFAV | New | ISHARES MSCI EAFE MIN VOL FACTOR ETFetf | $7,000 | – | 100 | +100.0% | 0.01% | – |
HYS | New | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUNDetf | $7,000 | – | 75 | +100.0% | 0.01% | – |
SIRI | New | SIRIUS XM HOLDINGS INC COMstock | $7,000 | – | 1,020 | +100.0% | 0.01% | – |
A | New | AGILENT TECHNOLOGIES INC COMstock | $7,000 | – | 59 | +100.0% | 0.01% | – |
FISV | New | FISERV INC COMstock | $7,000 | – | 60 | +100.0% | 0.01% | – |
ILCG | New | ISHARES MORNINGSTAR LARGE-CAP GROWTH ETFetf | $7,000 | – | 25 | +100.0% | 0.01% | – |
DTE | New | DTE ENERGY CO COMstock | $8,000 | – | 65 | +100.0% | 0.01% | – |
DHI | New | D R HORTON INC COMstock | $7,000 | – | 103 | +100.0% | 0.01% | – |
ATO | New | ATMOS ENERGY CORP COMstock | $7,000 | – | 75 | +100.0% | 0.01% | – |
IEI | New | ISHARES 3-7 YEAR TREASURY BOND ETFetf | $7,000 | – | 50 | +100.0% | 0.01% | – |
CLH | New | CLEAN HARBORS INC COMstock | $8,000 | – | 106 | +100.0% | 0.01% | – |
EVBG | New | EVERBRIDGE INC COMstock | $7,000 | – | 50 | +100.0% | 0.01% | – |
PENN | New | PENN NATL GAMING INC COMstock | $8,000 | – | 93 | +100.0% | 0.01% | – |
ROKT | New | SPDR S&P KENSHO FINAL FRONTIERS ETFetf | $6,000 | – | 161 | +100.0% | 0.00% | – |
KNDI | New | KANDI TECHNOLOGIES GROUP INC COMstock | $6,000 | – | 860 | +100.0% | 0.00% | – |
LNT | New | ALLIANT ENERGY CORP COMstock | $6,000 | – | 114 | +100.0% | 0.00% | – |
KNX | New | KNIGHT-SWIFT TRANSN HLDGS INC CL Astock | $6,000 | – | 144 | +100.0% | 0.00% | – |
XLU | New | UTILITIES SELECT SECTOR SPDR FUNDetf | $6,000 | – | 100 | +100.0% | 0.00% | – |
CAG | New | CONAGRA BRANDS INC COMstock | $6,000 | – | 151 | +100.0% | 0.00% | – |
EPI | New | WISDOMTREE INDIA EARNINGS FUNDetf | $6,000 | – | 200 | +100.0% | 0.00% | – |
KYN | New | KAYNE ANDERSON ENERGY INFRSTR COMcef | $6,000 | – | 1,100 | +100.0% | 0.00% | – |
PEY | New | INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETFetf | $6,000 | – | 320 | +100.0% | 0.00% | – |
MRTN | New | MARTEN TRANS LTD COMstock | $6,000 | – | 323 | +100.0% | 0.00% | – |
AMCR | New | AMCOR PLC ORDstock | $6,000 | – | 485 | +100.0% | 0.00% | – |
IYE | New | ISHARES U.S. ENERGY ETFetf | $6,000 | – | 307 | +100.0% | 0.00% | – |
HMC | New | HONDA MOTOR LTD AMERN SHSadr | $6,000 | – | 219 | +100.0% | 0.00% | – |
F | New | FORD MTR CO DEL COMstock | $5,000 | – | 613 | +100.0% | 0.00% | – |
LEVI | New | LEVI STRAUSS & CO NEW CL A COM STKstock | $5,000 | – | 244 | +100.0% | 0.00% | – |
ETSY | New | ETSY INC COMstock | $4,000 | – | 20 | +100.0% | 0.00% | – |
LW | New | LAMB WESTON HLDGS INC COMstock | $4,000 | – | 47 | +100.0% | 0.00% | – |
MARA | New | MARATHON PATENT GROUP INC COMstock | $4,000 | – | 400 | +100.0% | 0.00% | – |
EXC | New | EXELON CORP COMstock | $5,000 | – | 108 | +100.0% | 0.00% | – |
EBAY | New | EBAY INC. COMstock | $4,000 | – | 89 | +100.0% | 0.00% | – |
XPEV | New | XPENG INC ADSadr | $5,000 | – | 118 | +100.0% | 0.00% | – |
ISRG | New | INTUITIVE SURGICAL INC COM NEWstock | $4,000 | – | 5 | +100.0% | 0.00% | – |
OC | New | OWENS CORNING NEW COMstock | $5,000 | – | 65 | +100.0% | 0.00% | – |
WPM | New | WHEATON PRECIOUS METALS CORP COMstock | $4,000 | – | 100 | +100.0% | 0.00% | – |
WDC | New | WESTERN DIGITAL CORP. COMstock | $5,000 | – | 91 | +100.0% | 0.00% | – |
ALL | New | ALLSTATE CORP COMstock | $5,000 | – | 50 | +100.0% | 0.00% | – |
HRL | New | HORMEL FOODS CORP COMstock | $5,000 | – | 100 | +100.0% | 0.00% | – |
DAL | New | DELTA AIR LINES INC DEL COM NEWstock | $5,000 | – | 133 | +100.0% | 0.00% | – |
DELL | New | DELL TECHNOLOGIES INC CL Cstock | $4,000 | – | 56 | +100.0% | 0.00% | – |
SPCE | New | VIRGIN GALACTIC HOLDINGS INC COMstock | $5,000 | – | 200 | +100.0% | 0.00% | – |
VIACA | New | VIACOMCBS INC CL Astock | $4,000 | – | 111 | +100.0% | 0.00% | – |
BUD | New | ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRadr | $4,000 | – | 62 | +100.0% | 0.00% | – |
ST | New | SENSATA TECHNOLOGIES HLDG PLC SHSstock | $5,000 | – | 95 | +100.0% | 0.00% | – |
DNP | New | DNP SELECT INCOME FD INC COMcef | $4,000 | – | 400 | +100.0% | 0.00% | – |
FIW | New | FIRST TRUST WATER ETFetf | $4,000 | – | 53 | +100.0% | 0.00% | – |
AZO | New | AUTOZONE INC COMstock | $4,000 | – | 3 | +100.0% | 0.00% | – |
CRWD | New | CROWDSTRIKE HLDGS INC CL Astock | $4,000 | – | 20 | +100.0% | 0.00% | – |
ESGD | New | ISHARES MSCI EAFE ESG SELECT ETFetf | $5,000 | – | 67 | +100.0% | 0.00% | – |
EDD | New | MORGAN STANLEY EMERGING MKTS D COMcef | $5,000 | – | 759 | +100.0% | 0.00% | – |
RGLD | New | ROYAL GOLD INC COMstock | $4,000 | – | 34 | +100.0% | 0.00% | – |
IWM | New | ISHARES RUSSELL 2000 ETFetf | $4,000 | – | 21 | +100.0% | 0.00% | – |
NIO | New | NIO INC SPON ADSadr | $5,000 | – | 104 | +100.0% | 0.00% | – |
CORE | New | CORE MARK HOLDING CO INC COMstock | $4,000 | – | 120 | +100.0% | 0.00% | – |
GGT | New | GABELLI MULTIMEDIA TR INC COMcef | $5,000 | – | 616 | +100.0% | 0.00% | – |
SAM | New | BOSTON BEER INC CL Astock | $5,000 | – | 5 | +100.0% | 0.00% | – |
NET | New | CLOUDFLARE INC CL A COMstock | $4,000 | – | 50 | +100.0% | 0.00% | – |
FTSL | New | FIRST TRUST SENIOR LOAN FUNDetf | $5,000 | – | 105 | +100.0% | 0.00% | – |
SAVE | New | SPIRIT AIRLS INC COMstock | $5,000 | – | 200 | +100.0% | 0.00% | – |
SUSA | New | ISHARES MSCI USA ESG SELECT ETFetf | $4,000 | – | 52 | +100.0% | 0.00% | – |
TUR | New | ISHARES MSCI TURKEY ETFetf | $4,000 | – | 158 | +100.0% | 0.00% | – |
CAL | New | CALERES INC COMstock | $5,000 | – | 327 | +100.0% | 0.00% | – |
MCHP | New | MICROCHIP TECHNOLOGY INC. COMstock | $3,000 | – | 20 | +100.0% | 0.00% | – |
LX | New | LEXINFINTECH HLDGS LTD ADRadr | $3,000 | – | 500 | +100.0% | 0.00% | – |
FVRR | New | FIVERR INTL LTD ORD SHSstock | $3,000 | – | 15 | +100.0% | 0.00% | – |
PH | New | PARKER-HANNIFIN CORP COMstock | $3,000 | – | 10 | +100.0% | 0.00% | – |
POST | New | POST HLDGS INC COMstock | $3,000 | – | 32 | +100.0% | 0.00% | – |
SUSB | New | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETFetf | $3,000 | – | 119 | +100.0% | 0.00% | – |
RVT | New | ROYCE VALUE TR INC COMcef | $3,000 | – | 183 | +100.0% | 0.00% | – |
FEMB | New | FIRST TRUST EMERGING MARKETS LOCAL CURRENCY BOND ETFetf | $3,000 | – | 73 | +100.0% | 0.00% | – |
IDV | New | ISHARES INTERNATIONAL SELECT DIVIDEND ETFetf | $3,000 | – | 88 | +100.0% | 0.00% | – |
VIV | New | TELEFONICA BRASIL SA NEW ADRadr | $3,000 | – | 292 | +100.0% | 0.00% | – |
LIT | New | GLOBAL X LITHIUM & BATTERY TECH ETFetf | $3,000 | – | 40 | +100.0% | 0.00% | – |
BBBY | New | BED BATH & BEYOND INC COMstock | $3,000 | – | 150 | +100.0% | 0.00% | – |
TRIP | New | TRIPADVISOR INC COMstock | $3,000 | – | 100 | +100.0% | 0.00% | – |
GVA | New | GRANITE CONSTR INC COMstock | $3,000 | – | 116 | +100.0% | 0.00% | – |
GP | New | GREENPOWER MTR CO INC COM NEWstock | $3,000 | – | 100 | +100.0% | 0.00% | – |
X | New | UNITED STATES STL CORP NEW COMstock | $3,000 | – | 185 | +100.0% | 0.00% | – |
HIG | New | HARTFORD FINL SVCS GROUP INC COMstock | $3,000 | – | 61 | +100.0% | 0.00% | – |
ADSK | New | AUTODESK INC COMstock | $3,000 | – | 10 | +100.0% | 0.00% | – |
VIGI | New | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETFetf | $3,000 | – | 31 | +100.0% | 0.00% | – |
VTV | New | VANGUARD VALUE INDEX FUNDetf | $3,000 | – | 28 | +100.0% | 0.00% | – |
VIAV | New | VIAVI SOLUTIONS INC COMstock | $3,000 | – | 200 | +100.0% | 0.00% | – |
HPE | New | HEWLETT PACKARD ENTERPRISE CO COMstock | $3,000 | – | 236 | +100.0% | 0.00% | – |
WAB | New | WABTEC COMstock | $3,000 | – | 43 | +100.0% | 0.00% | – |
SNUG | New | MERLYN.AI TACTICAL GROWTH AND INCOME ETFetf | $3,000 | – | 100 | +100.0% | 0.00% | – |
LAZR | New | LUMINAR TECHNOLOGIES INC COM CL Astock | $3,000 | – | 100 | +100.0% | 0.00% | – |
ELF | New | E L F BEAUTY INC COMstock | $1,000 | – | 43 | +100.0% | 0.00% | – |
BKNG | New | BOOKING HOLDINGS INC COMstock | $2,000 | – | 1 | +100.0% | 0.00% | – |
BTBT | New | BIT DIGITAL INC SHSstock | $1,000 | – | 45 | +100.0% | 0.00% | – |
EWZ | New | ISHARES MSCI BRAZIL ETFetf | $1,000 | – | 27 | +100.0% | 0.00% | – |
MELI | New | MERCADOLIBRE INC COMstock | $2,000 | – | 1 | +100.0% | 0.00% | – |
DDOG | New | DATADOG INC CL A COMstock | $2,000 | – | 24 | +100.0% | 0.00% | – |
VOD | New | VODAFONE GROUP PLC NEW SPONSORED ADRadr | $2,000 | – | 117 | +100.0% | 0.00% | – |
NRG | New | NRG ENERGY INC COM NEWstock | $2,000 | – | 41 | +100.0% | 0.00% | – |
HEXO | New | HEXO CORP COM NEWstock | $1,000 | – | 250 | +100.0% | 0.00% | – |
WBA | New | WALGREENS BOOTS ALLIANCE INC COMstock | $1,000 | – | 25 | +100.0% | 0.00% | – |
DMRC | New | DIGIMARC CORP NEW COMstock | $2,000 | – | 50 | +100.0% | 0.00% | – |
MNST | New | MONSTER BEVERAGE CORP NEW COMstock | $1,000 | – | 15 | +100.0% | 0.00% | – |
KMF | New | KAYNE ANDERSON NEXTGEN ENRGY COMcef | $2,000 | – | 400 | +100.0% | 0.00% | – |
HIO | New | WESTERN ASSET HIGH INCOME OPPO COMcef | $1,000 | – | 279 | +100.0% | 0.00% | – |
DOV | New | DOVER CORP COMstock | $2,000 | – | 16 | +100.0% | 0.00% | – |
FMO | New | FIDUCIARY CLAYMORE ENGRY INFRA COMcef | $1,000 | – | 140 | +100.0% | 0.00% | – |
DPW | New | DPW HLDGS INC COMstock | $1,000 | – | 300 | +100.0% | 0.00% | – |
ORBC | New | ORBCOMM INC COMstock | $1,000 | – | 140 | +100.0% | 0.00% | – |
IVOL | New | QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETFetf | $1,000 | – | 40 | +100.0% | 0.00% | – |
ATI | New | ALLEGHENY TECHNOLOGIES INC COMstock | $1,000 | – | 50 | +100.0% | 0.00% | – |
ALXN | New | ALEXION PHARMACEUTICALS INC COMstock | $2,000 | – | 14 | +100.0% | 0.00% | – |
XRX | New | XEROX HOLDINGS CORP COM NEWstock | $1,000 | – | 33 | +100.0% | 0.00% | – |
EWW | New | ISHARES MSCI MEXICO ETFetf | $2,000 | – | 45 | +100.0% | 0.00% | – |
ZEN | New | ZENDESK INC COMstock | $2,000 | – | 11 | +100.0% | 0.00% | – |
SPYC | New | SIMPLIFY US EQUITY PLUS CONVEXITY ETFetf | $1,000 | – | 40 | +100.0% | 0.00% | – |
INDA | New | ISHARES MSCI INDIA INDEX FUNDetf | $1,000 | – | 25 | +100.0% | 0.00% | – |
CHTR | New | CHARTER COMMUNICATIONS INC NEW CL Astock | $2,000 | – | 3 | +100.0% | 0.00% | – |
CHGG | New | CHEGG INC COMstock | $1,000 | – | 10 | +100.0% | 0.00% | – |
CAAS | New | CHINA AUTOMOTIVE SYS INC COMstock | $1,000 | – | 200 | +100.0% | 0.00% | – |
FEN | New | FIRST TR ENERGY INCOME & GROWT COMcef | $2,000 | – | 176 | +100.0% | 0.00% | – |
FCX | New | FREEPORT-MCMORAN INC CL Bstock | $1,000 | – | 51 | +100.0% | 0.00% | – |
IXUS | New | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFetf | $1,000 | – | 13 | +100.0% | 0.00% | – |
CLNE | New | CLEAN ENERGY FUELS CORP COMstock | $1,000 | – | 100 | +100.0% | 0.00% | – |
ADMS | New | ADAMAS PHARMACEUTICALS INC COMstock | $1,000 | – | 300 | +100.0% | 0.00% | – |
GRX | New | GABELLI HLTHCARE & WELLNESS TR SHScef | $1,000 | – | 103 | +100.0% | 0.00% | – |
GREK | New | GLOBAL X MSCI GREECE ETFetf | $1,000 | – | 40 | +100.0% | 0.00% | – |
NLOK | New | NORTONLIFELOCK INC COMstock | $1,000 | – | 56 | +100.0% | 0.00% | – |
BNTX | New | BIONTECH SE SPONSORED ADSadr | $2,000 | – | 20 | +100.0% | 0.00% | – |
LULU | New | LULULEMON ATHLETICA INC COMstock | $1,000 | – | 3 | +100.0% | 0.00% | – |
GLW | New | CORNING INC COMstock | $2,000 | – | 60 | +100.0% | 0.00% | – |
BCS | New | BARCLAYS PLC ADRadr | $1,000 | – | 110 | +100.0% | 0.00% | – |
BMO | New | BANK MONTREAL QUE COMstock | $1,000 | – | 17 | +100.0% | 0.00% | – |
NWN | New | NORTHWEST NAT HLDG CO COMstock | $1,000 | – | 23 | +100.0% | 0.00% | – |
MKL | New | MARKEL CORP COMstock | $1,000 | – | 1 | +100.0% | 0.00% | – |
ZBH | New | ZIMMER BIOMET HOLDINGS INC COMstock | $2,000 | – | 10 | +100.0% | 0.00% | – |
UBER | New | UBER TECHNOLOGIES INC COMstock | $2,000 | – | 38 | +100.0% | 0.00% | – |
EDIT | New | EDITAS MEDICINE INC COMstock | $1,000 | – | 10 | +100.0% | 0.00% | – |
AVNS | New | AVANOS MED INC COMstock | $2,000 | – | 41 | +100.0% | 0.00% | – |
CRON | New | CRONOS GROUP INC COMstock | $1,000 | – | 100 | +100.0% | 0.00% | – |
RDSB | New | ROYAL DUTCH SHELL PLC SPON ADR Badr | $2,000 | – | 70 | +100.0% | 0.00% | – |
EAGG | New | ISHARES ESG AWARE U.S. AGGREGATE BOND ETFetf | $2,000 | – | 35 | +100.0% | 0.00% | – |
MXIM | New | MAXIM INTEGRATED PRODS INC COMstock | $2,000 | – | 23 | +100.0% | 0.00% | – |
ACB | New | AURORA CANNABIS INC COMstock | $1,000 | – | 78 | +100.0% | 0.00% | – |
JD | New | JD.COM INC SPON ADR CL Aadr | $1,000 | – | 10 | +100.0% | 0.00% | – |
EIS | New | ISHARES MSCI ISRAEL ETFetf | $1,000 | – | 14 | +100.0% | 0.00% | – |
VYM | New | VANGUARD HIGH DIVIDEND YIELD ETFetf | $1,000 | – | 10 | +100.0% | 0.00% | – |
EEFT | New | EURONET WORLDWIDE INC COMstock | $2,000 | – | 15 | +100.0% | 0.00% | – |
VHT | New | VANGUARD HEALTH CARE INDEX FUNDetf | $1,000 | – | 3 | +100.0% | 0.00% | – |
APHA | New | APHRIA INC COMstock | $1,000 | – | 100 | +100.0% | 0.00% | – |
VEEV | New | VEEVA SYS INC CL A COMstock | $2,000 | – | 6 | +100.0% | 0.00% | – |
VOO | New | VANGUARD S&P 500 ETFetf | $1,000 | – | 3 | +100.0% | 0.00% | – |
JEF | New | JEFFERIES FINL GROUP INC COMstock | $2,000 | – | 101 | +100.0% | 0.00% | – |
NYCB | New | NEW YORK CMNTY BANCORP INC COMstock | $1,000 | – | 104 | +100.0% | 0.00% | – |
PIPR | New | PIPER SANDLER COMPANIES COMstock | $2,000 | – | 15 | +100.0% | 0.00% | – |
BATRA | New | LIBERTY MEDIA CORP DEL COM A BRAVES GRPstock | $0 | – | 10 | +100.0% | 0.00% | – |
VWO | New | VANGUARD FTSE EMERGING MARKETS ETFetf | $0 | – | 3 | +100.0% | 0.00% | – |
GRMN | New | GARMIN LTD SHSstock | $0 | – | 3 | +100.0% | 0.00% | – |
DXC | New | DXC TECHNOLOGY CO COMstock | $0 | – | 8 | +100.0% | 0.00% | – |
FUV | New | ARCIMOTO INC COMstock | $0 | – | 1 | +100.0% | 0.00% | – |
ZUO | New | ZUORA INC COM CL Astock | $0 | – | 20 | +100.0% | 0.00% | – |
CMCL | New | CALEDONIA MNG CORP PLC SHS NEWstock | $0 | – | 20 | +100.0% | 0.00% | – |
MRO | New | MARATHON OIL CORP COMstock | $0 | – | 3 | +100.0% | 0.00% | – |
CNDT | New | CONDUENT INC COMstock | $0 | – | 26 | +100.0% | 0.00% | – |
COLB | New | COLUMBIA BKG SYS INC COMstock | $0 | – | 10 | +100.0% | 0.00% | – |
FLGT | New | FULGENT GENETICS INC COMstock | $0 | – | 5 | +100.0% | 0.00% | – |
HA | New | HAWAIIAN HOLDINGS INC COMstock | $0 | – | 10 | +100.0% | 0.00% | – |
FORD | New | FORWARD INDS INC N Y COM NEWstock | $0 | – | 100 | +100.0% | 0.00% | – |
AVAV | New | AEROVIRONMENT INC COMstock | $0 | – | 3 | +100.0% | 0.00% | – |
CWH | New | CAMPING WORLD HLDGS INC CL Astock | $0 | – | 5 | +100.0% | 0.00% | – |
DNOW | New | NOW INC COMstock | $0 | – | 25 | +100.0% | 0.00% | – |
AX | New | AXOS FINANCIAL INC COMstock | $0 | – | 5 | +100.0% | 0.00% | – |
RGT | New | ROYCE GLOBAL VALUE TR INC COMcef | $0 | – | 24 | +100.0% | 0.00% | – |
SWBI | New | SMITH & WESSON BRANDS INC COMstock | $0 | – | 23 | +100.0% | 0.00% | – |
New | ORGANIGRAM HLDGS INC COMstock | $0 | – | 165 | +100.0% | 0.00% | – | |
MNKKQ | New | MALLINCKRODT PUB LTD CO SHSstock | $0 | – | 28 | +100.0% | 0.00% | – |
PLAY | New | DAVE & BUSTERS ENTMT INC COMstock | $0 | – | 10 | +100.0% | 0.00% | – |
AIG | New | AMERICAN INTL GROUP INC COM NEWstock | $0 | – | 1 | +100.0% | 0.00% | – |
MAT | New | MATTEL INC COMstock | $0 | – | 10 | +100.0% | 0.00% | – |
KHC | New | KRAFT HEINZ CO COMstock | $0 | – | 1 | +100.0% | 0.00% | – |
FIBK | New | FIRST INTST BANCSYSTEM INC COM CL Astock | $0 | – | 6 | +100.0% | 0.00% | – |
FVE | New | FIVE STAR SENIOR LIVING INC COM NEWstock | $0 | – | 57 | +100.0% | 0.00% | – |
SPB | New | SPECTRUM BRANDS HLDGS INC NEW COMstock | $0 | – | 2 | +100.0% | 0.00% | – |
VEA | New | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $0 | – | 3 | +100.0% | 0.00% | – |
New | MICRO FOCUS INTL PLC SPON ADR NEWadr | $0 | – | 11 | +100.0% | 0.00% | – | |
PRSP | New | PERSPECTA INC COMstock | $0 | – | 4 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-21
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR SER TR | 12 | Q3 2023 | 12.0% |
ISHARES TR | 12 | Q3 2023 | 9.7% |
ISHARES U.S. TREASURY BOND ETF | 12 | Q3 2023 | 7.5% |
SCHWAB US DIVIDEND EQUITY ETF | 12 | Q3 2023 | 11.3% |
ISHARES TR | 12 | Q3 2023 | 3.3% |
MICROSOFT CORP COM | 12 | Q3 2023 | 2.2% |
ISHARES TR | 12 | Q3 2023 | 2.9% |
CHEVRON CORP NEW COM | 12 | Q3 2023 | 2.4% |
APPLE INC COM | 12 | Q3 2023 | 1.6% |
ISHARES TR | 12 | Q3 2023 | 2.1% |
View Clearview Wealth Advisors LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-01-12 |
13F-HR | 2023-10-30 |
13F-HR | 2023-08-07 |
13F-HR | 2023-04-12 |
13F-HR | 2023-01-31 |
13F-HR | 2022-10-18 |
13F-HR | 2022-08-05 |
13F-HR | 2022-04-29 |
13F-HR | 2022-02-02 |
13F-HR | 2021-11-02 |
View Clearview Wealth Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.