$154 Million is the total value of Clearview Wealth Advisors LLC's 635 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 23.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOVT | Buy | ISHARES U.S. TREASURY BOND ETFetf | $11,440,000 | +36.0% | 436,817 | +41.4% | 7.42% | +31.3% |
| ESGU | Sell | ISHARES ESG AWARE MSCI USA ETFetf | $10,260,000 | -11.6% | 112,903 | -16.3% | 6.66% | -14.6% |
| SPLG | Sell | SPDR PORTFOLIO S&P 500 ETFetf | $8,191,000 | -7.5% | 175,724 | -12.8% | 5.31% | -10.7% |
| SCHJ | New | SCHWAB 1-5 YEAR CORPORATE BOND ETFetf | $7,274,000 | – | 142,691 | +100.0% | 4.72% | – |
| EFV | New | ISHARES MSCI EAFE VALUE ETFetf | $4,230,000 | – | 82,992 | +100.0% | 2.74% | – |
| USFR | Sell | WISDOMTREE FLOATING RATE TREASURY FUNDetf | $4,208,000 | -8.3% | 167,652 | -8.3% | 2.73% | -11.4% |
| XSOE | Sell | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDetf | $3,588,000 | -8.6% | 88,177 | -10.9% | 2.33% | -11.7% |
| SPTS | Sell | SPDR PORTFOLIO SHORT TERM TREASURY ETFetf | $3,542,000 | -9.4% | 115,536 | -9.2% | 2.30% | -12.5% |
| SCHI | New | SCHWAB 5-10 YEAR CORPORATE BOND ETFetf | $3,362,000 | – | 65,460 | +100.0% | 2.18% | – |
| EFG | Sell | ISHARES MSCI EAFE GROWTH ETFetf | $3,345,000 | -12.3% | 33,297 | -11.9% | 2.17% | -15.3% |
| VLUE | Sell | ISHARES MSCI USA VALUE FACTOR ETFetf | $2,802,000 | +17.2% | 27,344 | -0.6% | 1.82% | +13.3% |
| MBB | Sell | ISHARES MBS ETFetf | $2,589,000 | -21.0% | 23,875 | -19.8% | 1.68% | -23.7% |
| MSFT | Buy | MICROSOFT CORP COMstock | $2,409,000 | +6.1% | 10,215 | +0.0% | 1.56% | +2.5% |
| IGLB | Buy | ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $2,211,000 | +9513.0% | 33,160 | +10327.7% | 1.44% | +9466.7% |
| SCHA | New | SCHWAB U.S. SMALL-CAP ETFetf | $2,164,000 | – | 21,713 | +100.0% | 1.40% | – |
| IGSB | Sell | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $2,050,000 | -62.2% | 37,489 | -61.9% | 1.33% | -63.5% |
| AAPL | Sell | APPLE INC COMstock | $1,904,000 | -9.0% | 15,587 | -1.2% | 1.24% | -12.2% |
| VNLA | Buy | JANUS HENDERSON SHORT DURATION INCOME ETFetf | $1,852,000 | +14.5% | 36,912 | +15.2% | 1.20% | +10.6% |
| FTEC | Buy | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFetf | $1,770,000 | +3.1% | 16,720 | +1.8% | 1.15% | -0.3% |
| FALN | New | ISHARES FALLEN ANGELS USD BOND ETFetf | $1,709,000 | – | 58,431 | +100.0% | 1.11% | – |
| SHY | Sell | ISHARES 1-3 YEAR TREASURY BOND ETFetf | $1,689,000 | -14.9% | 19,586 | -14.7% | 1.10% | -17.7% |
| SPSB | Buy | SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFetf | $1,680,000 | +29.9% | 53,643 | +30.2% | 1.09% | +25.6% |
| BOND | Sell | PIMCO ACTIVE BOND EXCHANGE-TRADED FUNDetf | $1,633,000 | -13.6% | 14,917 | -10.8% | 1.06% | -16.5% |
| SPLV | Buy | INVESCO S&P 500 LOW VOLATILITY ETFetf | $1,440,000 | +9.4% | 24,771 | +5.8% | 0.93% | +5.7% |
| USMV | Sell | ISHARES MSCI USA MIN VOL FACTOR ETFetf | $1,369,000 | -39.9% | 19,781 | -41.1% | 0.89% | -42.0% |
| CVX | Buy | CHEVRON CORP NEW COMstock | $1,361,000 | +29.7% | 12,991 | +4.6% | 0.88% | +25.4% |
| SHYG | Sell | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFetf | $1,319,000 | -66.5% | 28,791 | -66.7% | 0.86% | -67.6% |
| IVV | Buy | ISHARES CORE S&P 500 ETFetf | $1,257,000 | +22.8% | 3,159 | +15.8% | 0.82% | +18.6% |
| VCSH | Buy | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDetf | $1,224,000 | +10.3% | 14,831 | +11.2% | 0.79% | +6.6% |
| COST | Buy | COSTCO WHSL CORP NEW COMstock | $1,204,000 | +0.3% | 3,416 | +7.3% | 0.78% | -3.1% |
| AMZN | Buy | AMAZON COM INC COMstock | $1,197,000 | +1.3% | 387 | +6.6% | 0.78% | -2.1% |
| BAC | Sell | BK OF AMERICA CORP COMstock | $1,192,000 | +27.6% | 30,802 | -0.0% | 0.77% | +23.3% |
| JPM | Buy | JPMORGAN CHASE & CO COMstock | $1,109,000 | +35.7% | 7,282 | +13.2% | 0.72% | +31.1% |
| MTUM | Buy | ISHARES MSCI USA MOMENTUM FACTOR ETFetf | $1,069,000 | +481.0% | 6,643 | +481.2% | 0.69% | +459.7% |
| XLE | New | ENERGY SELECT SECTOR SPDR FUNDetf | $1,067,000 | – | 21,745 | +100.0% | 0.69% | – |
| SPIB | Sell | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFetf | $1,008,000 | -81.6% | 27,802 | -81.1% | 0.65% | -82.2% |
| JNJ | Sell | JOHNSON & JOHNSON COMstock | $1,002,000 | +4.4% | 6,098 | -0.1% | 0.65% | +0.8% |
| IHI | Sell | ISHARES U.S. MEDICAL DEVICES ETFetf | $954,000 | -34.3% | 2,888 | -35.0% | 0.62% | -36.6% |
| IVOL | Buy | QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETFetf | $944,000 | +94300.0% | 33,015 | +82437.5% | 0.61% | +61100.0% |
| NSC | Sell | NORFOLK SOUTHN CORP COMstock | $926,000 | +12.5% | 3,447 | -0.4% | 0.60% | +8.7% |
| INTC | Sell | INTEL CORP COMstock | $917,000 | +28.4% | 14,327 | -0.1% | 0.60% | +24.0% |
| AOK | Buy | ISHARES CONSERVATIVE ALLOCATION FUNDetf | $897,000 | +51.0% | 23,199 | +51.4% | 0.58% | +45.9% |
| MMIN | Buy | IQ MACKAY MUNICIPAL INSURED ETFetf | $804,000 | +36.5% | 29,475 | +38.3% | 0.52% | +31.8% |
| WMT | Sell | WALMART INC COMstock | $805,000 | -13.3% | 5,924 | -8.0% | 0.52% | -16.2% |
| MCD | Buy | MCDONALDS CORP COMstock | $795,000 | +6.7% | 3,547 | +2.2% | 0.52% | +3.2% |
| SCHD | Buy | SCHWAB US DIVIDEND EQUITY ETFetf | $744,000 | +866.2% | 10,206 | +747.7% | 0.48% | +828.8% |
| GBIL | Sell | GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETFetf | $731,000 | -10.0% | 7,300 | -10.0% | 0.47% | -13.0% |
| ABT | Sell | ABBOTT LABS COMstock | $722,000 | +9.1% | 6,024 | -0.4% | 0.47% | +5.2% |
| CSCO | Buy | CISCO SYS INC COMstock | $705,000 | +24.8% | 13,642 | +8.1% | 0.46% | +20.6% |
| PNC | Sell | PNC FINL SVCS GROUP INC COMstock | $702,000 | +17.0% | 4,000 | -0.7% | 0.46% | +12.9% |
| XLP | Buy | CONSUMER STAPLES SELECT SECTOR SPDR FUNDetf | $683,000 | +9.8% | 9,999 | +8.4% | 0.44% | +6.0% |
| NEAR | Sell | BLACKROCK SHORT MATURITY BOND ETFetf | $672,000 | -52.1% | 13,397 | -52.1% | 0.44% | -53.8% |
| ABBV | Buy | ABBVIE INC COMstock | $660,000 | +12.1% | 6,102 | +11.1% | 0.43% | +8.1% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO COMstock | $612,000 | +1.2% | 9,697 | -0.6% | 0.40% | -2.2% |
| BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $608,000 | +10.1% | 2,380 | 0.0% | 0.39% | +6.2% | |
| MUB | Sell | ISHARES NATIONAL MUNI BOND ETFetf | $605,000 | -6.6% | 5,211 | -5.7% | 0.39% | -9.7% |
| PEP | Buy | PEPSICO INC COMstock | $590,000 | +107.7% | 4,168 | +117.3% | 0.38% | +100.5% |
| PG | Sell | PROCTER AND GAMBLE CO COMstock | $578,000 | -2.9% | 4,269 | -0.2% | 0.38% | -6.2% |
| LMT | Buy | LOCKHEED MARTIN CORP COMstock | $578,000 | +13.3% | 1,565 | +8.9% | 0.38% | +9.3% |
| EMR | Sell | EMERSON ELEC CO COMstock | $571,000 | +11.5% | 6,332 | -0.6% | 0.37% | +7.6% |
| QCOM | Buy | QUALCOMM INC COMstock | $526,000 | -12.3% | 3,963 | +0.6% | 0.34% | -15.4% |
| NVDA | Buy | NVIDIA CORPORATION COMstock | $475,000 | +21.5% | 890 | +18.8% | 0.31% | +17.1% |
| T | Buy | AT&T INC COMstock | $473,000 | +13.4% | 15,630 | +7.8% | 0.31% | +9.6% |
| SWAN | Buy | AMPLIFY BLACKSWAN GROWTH & TREASURY CORE ETFetf | $467,000 | -0.8% | 14,620 | +1.9% | 0.30% | -4.1% |
| USHY | Buy | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFetf | $463,000 | +61.9% | 11,233 | +61.8% | 0.30% | +56.2% |
| WIZ | Buy | MERLYN.AI BULL-RIDER BEAR-FIGHTER ETFetf | $459,000 | +80.0% | 13,715 | +79.4% | 0.30% | +74.3% |
| VYM | Buy | VANGUARD HIGH DIVIDEND YIELD ETFetf | $453,000 | +45200.0% | 4,478 | +44680.0% | 0.29% | +29300.0% |
| MRK | Sell | MERCK & CO. INC COMstock | $452,000 | -8.3% | 5,863 | -2.7% | 0.29% | -11.5% |
| HON | Sell | HONEYWELL INTL INC COMstock | $443,000 | +1.6% | 2,042 | -0.4% | 0.29% | -2.0% |
| NUE | Buy | NUCOR CORP COMstock | $441,000 | +52.6% | 5,498 | +1.0% | 0.29% | +47.4% |
| AMGN | Buy | AMGEN INC COMstock | $433,000 | +23.4% | 1,741 | +14.1% | 0.28% | +19.1% |
| ACWI | Sell | ISHARES MSCI ACWI INDEX FUNDetf | $427,000 | -38.9% | 4,483 | -41.8% | 0.28% | -40.9% |
| V | Buy | VISA INC COM CL Astock | $424,000 | -0.5% | 2,003 | +2.8% | 0.28% | -3.8% |
| VIG | Sell | VANGUARD DIVIDEND APPRECIATION INDEX FUNDetf | $423,000 | +3.2% | 2,877 | -0.9% | 0.27% | -0.4% |
| PFE | Sell | PFIZER INC COMstock | $417,000 | -2.1% | 11,520 | -0.5% | 0.27% | -5.2% |
| SHM | Sell | SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETFetf | $414,000 | -48.4% | 8,350 | -48.1% | 0.27% | -50.1% |
| WM | Sell | WASTE MGMT INC DEL COMstock | $409,000 | +8.8% | 3,167 | -0.6% | 0.26% | +4.7% |
| SPLB | Sell | SPDR PORTFOLIO LONG TERM CORPORATE BOND ETFetf | $404,000 | -89.5% | 13,392 | -88.5% | 0.26% | -89.8% |
| QUAL | Sell | ISHARES MSCI USA QUALITY FACTOR ETFetf | $380,000 | -23.1% | 3,121 | -26.5% | 0.25% | -25.6% |
| GIS | Sell | GENERAL MLS INC COMstock | $379,000 | +3.8% | 6,185 | -0.4% | 0.25% | +0.4% |
| MUNI | Sell | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUNDetf | $373,000 | -6.5% | 6,638 | -5.7% | 0.24% | -9.7% |
| IJR | Sell | ISHARES S&P SMALL-CAP FUNDetf | $369,000 | +14.2% | 3,403 | -3.3% | 0.24% | +10.1% |
| LQD | Buy | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf | $351,000 | +51.3% | 2,701 | +60.9% | 0.23% | +46.2% |
| PYPL | Buy | PAYPAL HLDGS INC COMstock | $351,000 | +29.5% | 1,447 | +25.0% | 0.23% | +25.3% |
| PPL | Sell | PPL CORP COMstock | $347,000 | +1.2% | 12,046 | -0.9% | 0.22% | -2.2% |
| LEG | Buy | LEGGETT & PLATT INC COMstock | $342,000 | +12.5% | 7,483 | +9.2% | 0.22% | +8.8% |
| KMB | Sell | KIMBERLY-CLARK CORP COMstock | $334,000 | +2.8% | 2,401 | -0.2% | 0.22% | -0.5% |
| WPC | Sell | WP CAREY INC COMreit | $331,000 | -0.6% | 4,681 | -0.8% | 0.22% | -4.0% |
| VRP | Buy | INVESCO VARIABLE RATE PREFERRED ETFetf | $328,000 | +1031.0% | 12,706 | +1024.4% | 0.21% | +1021.1% |
| BIL | Sell | SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETFetf | $325,000 | -3.8% | 3,557 | -3.6% | 0.21% | -7.0% |
| KMI | Sell | KINDER MORGAN INC DEL COMstock | $323,000 | +18.8% | 19,411 | -2.4% | 0.21% | +14.8% |
| ESGE | Buy | ISHARES MSCI EM ESG SELECT ETFetf | $322,000 | +3.5% | 7,430 | +0.3% | 0.21% | 0.0% |
| MTB | Sell | M & T BK CORP COMstock | $307,000 | +18.5% | 2,023 | -0.4% | 0.20% | +14.4% |
| ALK | ALASKA AIR GROUP INC COMstock | $300,000 | +33.3% | 4,333 | 0.0% | 0.20% | +29.1% | |
| VZ | Buy | VERIZON COMMUNICATIONS INC COMstock | $301,000 | -1.0% | 5,178 | +0.2% | 0.20% | -4.4% |
| CB | Sell | CHUBB LIMITED COMstock | $289,000 | +2.1% | 1,831 | -0.5% | 0.19% | -1.1% |
| HD | Sell | HOME DEPOT INC COMstock | $285,000 | +14.5% | 935 | -0.2% | 0.18% | +10.8% |
| DG | Sell | DOLLAR GEN CORP NEW COMstock | $285,000 | -21.3% | 1,405 | -18.3% | 0.18% | -23.9% |
| DGRW | Buy | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUNDetf | $265,000 | +31.8% | 4,638 | +24.3% | 0.17% | +27.4% |
| PGX | Sell | INVESCO PREFERRED ETFetf | $260,000 | -84.9% | 17,330 | -84.6% | 0.17% | -85.4% |
| CI | CIGNA CORP NEW COMstock | $254,000 | +16.0% | 1,051 | 0.0% | 0.16% | +12.2% | |
| GOOGL | ALPHABET INC CAP STK CL Astock | $243,000 | +17.4% | 118 | 0.0% | 0.16% | +13.7% | |
| RODM | Sell | HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETFetf | $241,000 | -84.3% | 8,130 | -85.0% | 0.16% | -84.8% |
| VGSH | Sell | VANGUARD SHORT-TERM GOVERNMENT BOND ETFetf | $237,000 | -60.9% | 3,860 | -60.8% | 0.15% | -62.2% |
| EMB | Sell | ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETFetf | $236,000 | -42.7% | 2,165 | -39.1% | 0.15% | -44.8% |
| STAG | New | STAG INDL INC COMreit | $229,000 | – | 6,807 | +100.0% | 0.15% | – |
| COP | Buy | CONOCOPHILLIPS COMstock | $223,000 | +33.5% | 4,212 | +0.6% | 0.14% | +29.5% |
| BA | Sell | BOEING CO COMstock | $220,000 | +9.5% | 865 | -7.7% | 0.14% | +5.9% |
| SBUX | Buy | STARBUCKS CORP COMstock | $217,000 | +2.4% | 1,983 | +0.2% | 0.14% | -0.7% |
| STIP | New | ISHARES 0-5 YEAR TIPS BOND ETFetf | $208,000 | – | 1,972 | +100.0% | 0.14% | – |
| CLX | Sell | CLOROX CO DEL COMstock | $206,000 | -17.9% | 1,068 | -14.0% | 0.13% | -20.7% |
| DIS | Sell | DISNEY WALT CO COMstock | $198,000 | -9.2% | 1,072 | -10.8% | 0.13% | -12.3% |
| WVVI | Sell | WILLAMETTE VY VINEYARD INC COMstock | $196,000 | -13.7% | 21,674 | -39.2% | 0.13% | -16.4% |
| IWD | New | ISHARES RUSSELL 1000 VALUE ETFetf | $192,000 | – | 1,266 | +100.0% | 0.12% | – |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETFetf | $193,000 | +7.8% | 3,989 | 0.0% | 0.12% | +4.2% | |
| TSCO | Buy | TRACTOR SUPPLY CO COMstock | $189,000 | +29.5% | 1,067 | +2.9% | 0.12% | +25.5% |
| SHV | Sell | ISHARES SHORT TREASURY BOND ETFetf | $187,000 | -40.8% | 1,690 | -40.8% | 0.12% | -42.9% |
| XOM | Buy | EXXON MOBIL CORP COMstock | $179,000 | +70.5% | 3,198 | +25.8% | 0.12% | +63.4% |
| VTRS | New | VIATRIS INC COMstock | $172,000 | – | 12,329 | +100.0% | 0.11% | – |
| FDLO | Buy | FIDELITY LOW VOLATILITY FACTOR ETFetf | $172,000 | +15.4% | 3,913 | +12.1% | 0.11% | +12.0% |
| SPTL | Sell | SPDR PORTFOLIO LONG TERM TREASURY ETFetf | $169,000 | -83.5% | 4,342 | -80.9% | 0.11% | -84.1% |
| WERN | Buy | WERNER ENTERPRISES INC COMstock | $157,000 | +20.8% | 3,333 | +0.2% | 0.10% | +17.2% |
| SCHO | Sell | SCHWAB SHORT-TERM U.S. TREASURY ETFetf | $155,000 | -52.7% | 3,020 | -52.7% | 0.10% | -54.1% |
| PSX | Buy | PHILLIPS 66 COMstock | $153,000 | +16.8% | 1,880 | +0.7% | 0.10% | +12.5% |
| SCHP | New | SCHWAB U.S. TIPS ETFetf | $152,000 | – | 2,478 | +100.0% | 0.10% | – |
| AOM | Buy | ISHARES MODERATE ALLOCATION FUNDetf | $152,000 | +46.2% | 3,485 | +45.2% | 0.10% | +41.4% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED COMstock | $152,000 | -2.6% | 319 | +2.6% | 0.10% | -5.7% |
| USB | Buy | US BANCORP DEL COM NEWstock | $153,000 | +30.8% | 2,768 | +9.9% | 0.10% | +25.3% |
| SIZE | Sell | ISHARES MSCI USA SIZE FACTOR ETFetf | $149,000 | -84.8% | 1,236 | -86.0% | 0.10% | -85.2% |
| KBWB | Sell | INVESCO KBW BANK ETFetf | $149,000 | -46.4% | 2,405 | -56.4% | 0.10% | -48.1% |
| KO | Sell | COCA COLA CO COMstock | $147,000 | -65.1% | 2,790 | -63.6% | 0.10% | -66.4% |
| FIXD | Buy | FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETFetf | $146,000 | -2.7% | 2,763 | +0.5% | 0.10% | -5.9% |
| MPLX | New | MPLX LP COM UNIT REP LTDstock | $145,000 | – | 5,660 | +100.0% | 0.09% | – |
| SO | Buy | SOUTHERN CO COMstock | $143,000 | +4.4% | 2,304 | +3.6% | 0.09% | +1.1% |
| NEE | Buy | NEXTERA ENERGY INC COMstock | $144,000 | -2.0% | 1,901 | +0.1% | 0.09% | -6.1% |
| IEFA | Buy | ISHARES CORE MSCI EAFE ETFetf | $141,000 | +21.6% | 1,953 | +16.2% | 0.09% | +16.7% |
| LGLV | Sell | SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETFetf | $132,000 | -21.0% | 1,049 | -24.6% | 0.09% | -23.2% |
| IWP | Sell | ISHARES RUSSELL MID-CAP GROWTH ETFetf | $125,000 | -33.9% | 1,222 | -33.7% | 0.08% | -36.2% |
| LMBS | Buy | FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETFetf | $125,000 | -0.8% | 2,456 | +0.5% | 0.08% | -4.7% |
| AB | Sell | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNstock | $123,000 | -18.5% | 3,065 | -31.6% | 0.08% | -20.8% |
| EINC | Buy | VANECK VECTORS ENERGY INCOME ETFetf | $124,000 | +20.4% | 2,532 | +0.6% | 0.08% | +15.9% |
| FDX | Sell | FEDEX CORP COMstock | $121,000 | +4.3% | 426 | -4.5% | 0.08% | +1.3% |
| AGZ | Buy | ISHARES AGENCY BOND ETFetf | $120,000 | -1.6% | 1,021 | +0.2% | 0.08% | -4.9% |
| DOW | Buy | DOW INC COMstock | $117,000 | +735.7% | 1,827 | +613.7% | 0.08% | +744.4% |
| QTUM | Sell | DEFIANCE QUANTUM ETFetf | $115,000 | -23.3% | 2,443 | -32.4% | 0.08% | -25.7% |
| ITW | Buy | ILLINOIS TOOL WKS INC COMstock | $114,000 | +8.6% | 514 | +0.2% | 0.07% | +4.2% |
| USIG | Buy | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETFetf | $112,000 | +1020.0% | 1,891 | +1104.5% | 0.07% | +942.9% |
| IGIB | Buy | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $109,000 | -3.5% | 1,838 | +0.4% | 0.07% | -6.6% |
| IVW | Sell | ISHARES S&P 500 GROWTH ETFetf | $106,000 | -44.2% | 1,624 | -45.5% | 0.07% | -46.1% |
| AGG | Buy | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $107,000 | -2.7% | 935 | +0.3% | 0.07% | -6.8% |
| SUB | Buy | ISHARES SHORT-TERM NATIONAL MUNI BOND ETFetf | $105,000 | 0.0% | 975 | +0.2% | 0.07% | -4.2% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS COMstock | $103,000 | +145.2% | 773 | +133.5% | 0.07% | +139.3% |
| VMBS | Sell | VANGUARD MORTGAGE-BACKED SECURITIES ETFetf | $103,000 | -90.7% | 1,930 | -90.6% | 0.07% | -91.0% |
| PBCT | Buy | PEOPLES UNITED FINANCIAL INC COMstock | $101,000 | +114.9% | 5,634 | +55.8% | 0.07% | +106.2% |
| IWS | New | ISHARES RUSSELL MID-CAP VALUE ETFetf | $101,000 | – | 926 | +100.0% | 0.07% | – |
| C | Sell | CITIGROUP INC COM NEWstock | $102,000 | +17.2% | 1,399 | -0.6% | 0.07% | +13.8% |
| AEP | Buy | AMERICAN ELEC PWR CO INC COMstock | $97,000 | +246.4% | 1,141 | +241.6% | 0.06% | +231.6% |
| FIVG | Sell | DEFIANCE NEXT GEN CONNECTIVITY ETFetf | $95,000 | -15.2% | 2,694 | -19.3% | 0.06% | -17.3% |
| IXN | Buy | ISHARES GLOBAL TECH ETFetf | $95,000 | +41.8% | 309 | +39.2% | 0.06% | +37.8% |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUNDetf | $92,000 | +1.1% | 258 | 0.0% | 0.06% | -1.6% | |
| AVGO | Sell | BROADCOM INC COMstock | $93,000 | -11.4% | 200 | -16.0% | 0.06% | -15.5% |
| MO | Buy | ALTRIA GROUP INC COMstock | $92,000 | +43.8% | 1,796 | +14.8% | 0.06% | +39.5% |
| CMCSA | COMCAST CORP NEW CL Astock | $93,000 | +3.3% | 1,725 | 0.0% | 0.06% | 0.0% | |
| GE | Sell | GENERAL ELECTRIC CO COMstock | $92,000 | -14.0% | 7,020 | -29.2% | 0.06% | -16.7% |
| MA | Buy | MASTERCARD INCORPORATED CL Astock | $91,000 | +8.3% | 256 | +8.9% | 0.06% | +5.4% |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDetf | $90,000 | 0.0% | 880 | 0.0% | 0.06% | -3.3% | |
| UMPQ | UMPQUA HLDGS CORP COMstock | $90,000 | +15.4% | 5,139 | 0.0% | 0.06% | +11.5% | |
| IEF | Buy | ISHARES 7-10 YEAR TREASURY BOND ETFetf | $90,000 | -1.1% | 800 | +5.4% | 0.06% | -4.9% |
| WFC | Sell | WELLS FARGO CO NEW COMstock | $90,000 | +26.8% | 2,300 | -1.7% | 0.06% | +20.8% |
| FB | Sell | FACEBOOK INC CL Astock | $90,000 | -19.6% | 306 | -25.2% | 0.06% | -22.7% |
| RSP | Buy | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $90,000 | +104.5% | 631 | +84.0% | 0.06% | +93.3% |
| SPY | New | SPDR S&P 500 ETFetf | $88,000 | – | 223 | +100.0% | 0.06% | – |
| SUSB | Buy | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETFetf | $88,000 | +2833.3% | 3,389 | +2747.9% | 0.06% | +2750.0% |
| TJX | TJX COS INC NEW COMstock | $86,000 | -3.4% | 1,304 | 0.0% | 0.06% | -6.7% | |
| ITM | Buy | VANECK VECTORS INTERMEDIATE MUNI ETFetf | $87,000 | +11.5% | 1,705 | +13.3% | 0.06% | +7.7% |
| IWF | ISHARES RUSSELL 1000 GROWTH ETFetf | $85,000 | +1.2% | 350 | 0.0% | 0.06% | -1.8% | |
| GLD | SPDR GOLD SHARESetf | $85,000 | -10.5% | 530 | 0.0% | 0.06% | -14.1% | |
| PFF | Buy | ISHARES PREFERRED AND INCOME SECURITIES ETFetf | $83,000 | +1.2% | 2,153 | +0.8% | 0.05% | -1.8% |
| ROBO | ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETFetf | $83,000 | +3.8% | 1,313 | 0.0% | 0.05% | 0.0% | |
| TIP | Sell | ISHARES TIPS BOND ETFetf | $84,000 | -95.0% | 670 | -94.9% | 0.05% | -95.2% |
| ED | Buy | CONSOLIDATED EDISON INC COMstock | $83,000 | +13.7% | 1,114 | +9.6% | 0.05% | +10.2% |
| UNH | Buy | UNITEDHEALTH GROUP INC COMstock | $83,000 | +6.4% | 223 | +0.5% | 0.05% | +3.8% |
| O | Buy | REALTY INCOME CORP COMreit | $82,000 | +78.3% | 1,294 | +74.6% | 0.05% | +71.0% |
| IJH | ISHARES S&P MIDCAP FUNDetf | $81,000 | +12.5% | 311 | 0.0% | 0.05% | +10.4% | |
| SMB | Buy | VANECK VECTORS SHORT MUNI ETFetf | $80,000 | +29.0% | 4,450 | +30.9% | 0.05% | +23.8% |
| LLY | LILLY ELI & CO COMstock | $80,000 | +11.1% | 426 | 0.0% | 0.05% | +8.3% | |
| RTX | RAYTHEON TECHNOLOGIES CORP COMstock | $79,000 | +8.2% | 1,021 | 0.0% | 0.05% | +4.1% | |
| SEDG | SOLAREDGE TECHNOLOGIES INC COMstock | $78,000 | -10.3% | 273 | 0.0% | 0.05% | -12.1% | |
| VLO | Buy | VALERO ENERGY CORP COMstock | $77,000 | +126.5% | 1,079 | +80.4% | 0.05% | +117.4% |
| GD | Buy | GENERAL DYNAMICS CORP COMstock | $76,000 | +31.0% | 418 | +8.0% | 0.05% | +25.6% |
| IEUR | Sell | ISHARES CORE MSCI EUROPE ETFetf | $76,000 | -24.8% | 1,404 | -28.8% | 0.05% | -27.9% |
| HSY | Buy | HERSHEY CO COMstock | $75,000 | +13.6% | 472 | +9.5% | 0.05% | +11.4% |
| YUM | YUM BRANDS INC COMstock | $76,000 | 0.0% | 698 | 0.0% | 0.05% | -3.9% | |
| BX | Sell | BLACKSTONE GROUP INC COMstock | $74,000 | -22.1% | 988 | -32.4% | 0.05% | -25.0% |
| IVE | Sell | ISHARES S&P 500 VALUE ETFetf | $72,000 | -4.0% | 509 | -13.1% | 0.05% | -6.0% |
| FTC | FIRST TRUST LARGE CAP GROWTH OPPORTUNITIES ALPHADEX FUNDetf | $73,000 | +1.4% | 742 | 0.0% | 0.05% | -2.1% | |
| DUK | Buy | DUKE ENERGY CORP NEW COM NEWstock | $73,000 | +14.1% | 756 | +8.3% | 0.05% | +9.3% |
| HYG | Buy | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFetf | $73,000 | +7.4% | 835 | +6.6% | 0.05% | +2.2% |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf | $71,000 | +6.0% | 771 | 0.0% | 0.05% | +2.2% | |
| CTAS | CINTAS CORP COMstock | $70,000 | -2.8% | 205 | 0.0% | 0.04% | -6.2% | |
| IGT | INTERNATIONAL GAME TECHNOLOGY SHS USDstock | $66,000 | -4.3% | 4,100 | 0.0% | 0.04% | -6.5% | |
| IYZ | Buy | ISHARES U.S. TELECOMMUNICATIONS ETFetf | $66,000 | +6.5% | 2,055 | +0.8% | 0.04% | +2.4% |
| SPHD | New | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFetf | $65,000 | – | 1,506 | +100.0% | 0.04% | – |
| LOW | Buy | LOWES COS INC COMstock | $65,000 | +58.5% | 340 | +33.3% | 0.04% | +50.0% |
| TRV | Buy | TRAVELERS COMPANIES INC COMstock | $65,000 | +8.3% | 431 | +0.5% | 0.04% | +5.0% |
| TXN | Sell | TEXAS INSTRS INC COMstock | $65,000 | -15.6% | 342 | -27.1% | 0.04% | -19.2% |
| EVRG | EVERGY INC COMstock | $63,000 | +8.6% | 1,050 | 0.0% | 0.04% | +5.1% | |
| AWK | AMERICAN WTR WKS CO INC NEW COMstock | $63,000 | -1.6% | 418 | 0.0% | 0.04% | -4.7% | |
| TGT | Buy | TARGET CORP COMstock | $62,000 | +24.0% | 315 | +10.5% | 0.04% | +17.6% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L P COMstock | $62,000 | +106.7% | 2,813 | +82.9% | 0.04% | +100.0% |
| RDSA | Buy | ROYAL DUTCH SHELL PLC SPONS ADR Aadr | $62,000 | +10.7% | 1,593 | +0.5% | 0.04% | +5.3% |
| FBND | Sell | FIDELITY TOTAL BOND ETFetf | $61,000 | -84.8% | 1,160 | -84.3% | 0.04% | -85.1% |
| GOOG | Buy | ALPHABET INC CAP STK CL Cstock | $60,000 | +36.4% | 29 | +16.0% | 0.04% | +30.0% |
| FITB | Buy | FIFTH THIRD BANCORP COMstock | $58,000 | +132.0% | 1,540 | +71.1% | 0.04% | +123.5% |
| IWB | Buy | ISHARES RUSSELL 1000 ETFetf | $58,000 | +5.5% | 260 | +0.4% | 0.04% | +2.7% |
| SWKS | SKYWORKS SOLUTIONS INC COMstock | $57,000 | +18.8% | 313 | 0.0% | 0.04% | +15.6% | |
| BOCT | INNOVATOR S&P 500 BUFFER ETF - OCTOBERetf | $56,000 | +3.7% | 1,800 | 0.0% | 0.04% | 0.0% | |
| D | Buy | DOMINION ENERGY INC COMstock | $56,000 | +180.0% | 737 | +181.3% | 0.04% | +176.9% |
| DBI | DESIGNER BRANDS INC CL Astock | $54,000 | +125.0% | 3,077 | 0.0% | 0.04% | +118.8% | |
| RGR | Buy | STURM RUGER & CO INC COMstock | $53,000 | +1.9% | 801 | +1.0% | 0.03% | -2.9% |
| TMO | THERMO FISHER SCIENTIFIC INC COMstock | $53,000 | -1.9% | 116 | 0.0% | 0.03% | -5.6% | |
| ZTS | ZOETIS INC CL Astock | $53,000 | -5.4% | 336 | 0.0% | 0.03% | -10.5% | |
| NVS | NOVARTIS AG SPONSORED ADRadr | $51,000 | -10.5% | 600 | 0.0% | 0.03% | -13.2% | |
| SHOP | Sell | SHOPIFY INC CL Astock | $51,000 | -36.2% | 46 | -35.2% | 0.03% | -38.9% |
| RVNU | Buy | X-TRACKERS MUNICIPAL INFRASTRUCTURE REVENUE BOND ETFetf | $49,000 | -2.0% | 1,712 | +0.4% | 0.03% | -5.9% |
| AAL | Buy | AMERICAN AIRLS GROUP INC COMstock | $49,000 | +88.5% | 2,068 | +24.0% | 0.03% | +88.2% |
| JNK | Buy | SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETFetf | $50,000 | +2.0% | 456 | +0.9% | 0.03% | -3.0% |
| TLT | Buy | ISHARES 20 YEAR TREASURY BOND ETFetf | $49,000 | +8.9% | 360 | +27.2% | 0.03% | +6.7% |
| SHLX | Buy | SHELL MIDSTREAM PARTNERS L P UNIT LTD INTstock | $50,000 | +38.9% | 3,749 | +4.0% | 0.03% | +33.3% |
| BEN | Buy | FRANKLIN RESOURCES INC COMstock | $50,000 | +28.2% | 1,698 | +8.9% | 0.03% | +23.1% |
| STOR | New | STORE CAP CORP COMreit | $48,000 | – | 1,420 | +100.0% | 0.03% | – |
| TFC | TRUIST FINL CORP COMstock | $47,000 | +23.7% | 800 | 0.0% | 0.03% | +15.4% | |
| AFL | Buy | AFLAC INC COMstock | $47,000 | +30.6% | 915 | +13.9% | 0.03% | +25.0% |
| PAYC | PAYCOM SOFTWARE INC COMstock | $47,000 | -17.5% | 127 | 0.0% | 0.03% | -21.1% | |
| STZ | New | CONSTELLATION BRANDS INC CL Astock | $44,000 | – | 194 | +100.0% | 0.03% | – |
| DE | DEERE & CO COMstock | $44,000 | +37.5% | 118 | 0.0% | 0.03% | +38.1% | |
| WEC | Buy | WEC ENERGY GROUP INC COMstock | $45,000 | +2.3% | 483 | +0.4% | 0.03% | -3.3% |
| VRTX | VERTEX PHARMACEUTICALS INC COMstock | $44,000 | -8.3% | 203 | 0.0% | 0.03% | -9.4% | |
| FAAR | FIRST TRUST ALTERNATIVE ABSOLUTE RETURN STRATEGY ETFetf | $44,000 | +7.3% | 1,511 | 0.0% | 0.03% | +3.6% | |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETFetf | $45,000 | 0.0% | 880 | 0.0% | 0.03% | -3.3% | |
| TSLA | Buy | TESLA INC COMstock | $43,000 | +72.0% | 64 | +82.9% | 0.03% | +64.7% |
| PROSPECT CAP CORP 4.95 07/15/2022convertible | $43,000 | 0.0% | 42,000 | 0.0% | 0.03% | -3.4% | ||
| YUMC | YUM CHINA HLDGS INC COMstock | $41,000 | +2.5% | 697 | 0.0% | 0.03% | 0.0% | |
| FTCS | Buy | FIRST TRUST CAPITAL STRENGTH ETFetf | $41,000 | +5.1% | 581 | +0.3% | 0.03% | +3.8% |
| BLACKROCK TCP CAPITAL CORP 4.625 03/01/2022convertible | $41,000 | +2.5% | 40,000 | 0.0% | 0.03% | 0.0% | ||
| SPXL | DIREXION DAILY S&P 500 BULL 3X SHARESetf | $41,000 | +17.1% | 479 | 0.0% | 0.03% | +12.5% | |
| MRNA | Buy | MODERNA INC COMstock | $41,000 | +28.1% | 311 | +1.6% | 0.03% | +28.6% |
| RF | New | REGIONS FINANCIAL CORP NEW COMstock | $42,000 | – | 2,010 | +100.0% | 0.03% | – |
| BDX | Buy | BECTON DICKINSON & CO COMstock | $40,000 | -2.4% | 163 | +0.6% | 0.03% | -7.1% |
| ATVI | ACTIVISION BLIZZARD INC COMstock | $40,000 | 0.0% | 427 | 0.0% | 0.03% | -3.7% | |
| PM | Buy | PHILIP MORRIS INTL INC COMstock | $40,000 | +8.1% | 446 | +1.1% | 0.03% | +4.0% |
| MS | Buy | MORGAN STANLEY COM NEWstock | $39,000 | +457.1% | 506 | +386.5% | 0.02% | +400.0% |
| QQEW | FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUNDetf | $39,000 | +2.6% | 373 | 0.0% | 0.02% | -3.8% | |
| PDP | INVESCO DWA MOMENTUM ETFetf | $38,000 | -5.0% | 451 | 0.0% | 0.02% | -7.4% | |
| MDLZ | MONDELEZ INTL INC CL Astock | $39,000 | 0.0% | 674 | 0.0% | 0.02% | -3.8% | |
| BAB | Buy | INVESCO TAXABLE MUNICIPAL BOND ETFetf | $38,000 | +22.6% | 1,190 | +29.3% | 0.02% | +19.0% |
| MDT | MEDTRONIC PLC SHSstock | $38,000 | 0.0% | 324 | 0.0% | 0.02% | -3.8% | |
| PFM | Buy | INVESCO DIVIDEND ACHIEVERS ETFetf | $38,000 | +18.8% | 1,111 | +15.6% | 0.02% | +19.0% |
| FVD | Buy | FIRST TRUST VALUE LINE DIVIDEND INDEX FUNDetf | $37,000 | +8.8% | 975 | +0.4% | 0.02% | +4.3% |
| RSG | Buy | REPUBLIC SVCS INC COMstock | $37,000 | +2.8% | 373 | +0.3% | 0.02% | 0.0% |
| WORK | SLACK TECHNOLOGIES INC COM CL Astock | $37,000 | -2.6% | 900 | 0.0% | 0.02% | -7.7% | |
| TER | Buy | TERADYNE INC COMstock | $37,000 | +19.4% | 305 | +19.6% | 0.02% | +14.3% |
| IYG | Sell | ISHARES U.S. FINANCIAL SERVICES ETFetf | $37,000 | -26.0% | 215 | -35.4% | 0.02% | -29.4% |
| FE | FIRSTENERGY CORP COMstock | $36,000 | +12.5% | 1,050 | 0.0% | 0.02% | +9.5% | |
| CRM | Sell | SALESFORCE COM INC COMstock | $36,000 | -36.8% | 170 | -34.1% | 0.02% | -39.5% |
| CSX | CSX CORP COMstock | $36,000 | +9.1% | 369 | 0.0% | 0.02% | +4.5% | |
| MGM | MGM RESORTS INTERNATIONAL COMstock | $35,000 | +20.7% | 921 | 0.0% | 0.02% | +21.1% | |
| MKC | Buy | MCCORMICK & CO INC COM NON VTGstock | $35,000 | -7.9% | 396 | +0.3% | 0.02% | -11.5% |
| FDN | FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDXetf | $32,000 | +3.2% | 148 | 0.0% | 0.02% | 0.0% | |
| CRNC | Buy | CERENCE INC COMstock | $33,000 | +3.1% | 365 | +14.8% | 0.02% | 0.0% |
| ILMN | ILLUMINA INC COMstock | $33,000 | +3.1% | 86 | 0.0% | 0.02% | 0.0% | |
| BP | Buy | BP PLC SPONSORED ADRadr | $33,000 | +37.5% | 1,363 | +18.1% | 0.02% | +31.2% |
| CC | Buy | CHEMOURS CO COMstock | $32,000 | +45.5% | 1,128 | +26.6% | 0.02% | +40.0% |
| NKE | NIKE INC CL Bstock | $33,000 | -8.3% | 251 | 0.0% | 0.02% | -12.5% | |
| HYLS | Buy | FIRST TRUST TACTICAL HIGH YIELD ETFetf | $33,000 | 0.0% | 680 | +1.3% | 0.02% | -4.5% |
| EPRF | Buy | INNOVATOR S&P INVESTMENT GRADE PREFERRED ETFetf | $33,000 | +13.8% | 1,360 | +17.2% | 0.02% | +10.5% |
| OCUL | Buy | OCULAR THERAPEUTIX INC COMstock | $32,000 | 0.0% | 1,976 | +26.6% | 0.02% | 0.0% |
| RY | ROYAL BK CDA COMstock | $32,000 | +10.3% | 350 | 0.0% | 0.02% | +10.5% | |
| SQ | Buy | SQUARE INC CL Astock | $32,000 | +33.3% | 142 | +30.3% | 0.02% | +31.2% |
| NOW | SERVICENOW INC COMstock | $31,000 | -8.8% | 62 | 0.0% | 0.02% | -13.0% | |
| NUAN | NUANCE COMMUNICATIONS INC COMstock | $31,000 | 0.0% | 703 | 0.0% | 0.02% | -4.8% | |
| WSC | WILLSCOT MOBIL MINI HLDNG CORP COM CL Astock | $31,000 | +19.2% | 1,116 | 0.0% | 0.02% | +17.6% | |
| QRVO | Buy | QORVO INC COMstock | $31,000 | +29.2% | 172 | +19.4% | 0.02% | +25.0% |
| AXP | Buy | AMERICAN EXPRESS CO COMstock | $31,000 | +14.8% | 222 | +0.5% | 0.02% | +11.1% |
| SRE | SEMPRA ENERGY COMstock | $31,000 | +6.9% | 231 | 0.0% | 0.02% | +5.3% | |
| INTU | INTUIT COMstock | $29,000 | 0.0% | 76 | 0.0% | 0.02% | 0.0% | |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $29,000 | +3.6% | 447 | 0.0% | 0.02% | 0.0% | |
| RWL | INVESCO S&P 500 REVENUE ETFetf | $30,000 | +11.1% | 429 | 0.0% | 0.02% | +5.6% | |
| HPQ | Buy | HP INC COMstock | $30,000 | +275.0% | 931 | +176.3% | 0.02% | +280.0% |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETFetf | $29,000 | 0.0% | 872 | 0.0% | 0.02% | 0.0% | |
| KEY | New | KEYCORP COMstock | $29,000 | – | 1,450 | +100.0% | 0.02% | – |
| FTA | Buy | FIRST TRUST LARGE CAP VALUE OPPORTUNITIES ALPHADEX FUNDetf | $29,000 | +16.0% | 448 | +0.2% | 0.02% | +11.8% |
| FTSM | FIRST TRUST ENHANCED SHORT MATURITY ETFetf | $27,000 | 0.0% | 444 | 0.0% | 0.02% | 0.0% | |
| FMF | FIRST TRUST MANAGED FUTURES STRATEGY FUNDetf | $28,000 | +3.7% | 598 | 0.0% | 0.02% | 0.0% | |
| FPX | FIRST TRUST US EQUITY OPPORTUNITIES ETFetf | $27,000 | 0.0% | 224 | 0.0% | 0.02% | 0.0% | |
| TTD | THE TRADE DESK INC COM CL Astock | $27,000 | -20.6% | 42 | 0.0% | 0.02% | -21.7% | |
| ROBT | FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE AND ROBOTICS ETFetf | $28,000 | +3.7% | 532 | 0.0% | 0.02% | 0.0% | |
| FLIR | FLIR SYS INC COMstock | $28,000 | +27.3% | 500 | 0.0% | 0.02% | +20.0% | |
| MU | Sell | MICRON TECHNOLOGY INC COMstock | $26,000 | -3.7% | 290 | -18.8% | 0.02% | -5.6% |
| WRB | BERKLEY W R CORP COMstock | $26,000 | +13.0% | 347 | 0.0% | 0.02% | +13.3% | |
| MMP | New | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LPstock | $26,000 | – | 608 | +100.0% | 0.02% | – |
| HPF | HANCOCK JOHN PFD INCOME FD II COMcef | $26,000 | +13.0% | 1,226 | 0.0% | 0.02% | +13.3% | |
| OKE | Buy | ONEOK INC NEW COMstock | $26,000 | +36.8% | 517 | +2.2% | 0.02% | +30.8% |
| SIVR | Buy | ABERDEEN STANDARD PHYSICAL SILVER SHARES ETFetf | $26,000 | +13.0% | 1,085 | +22.6% | 0.02% | +13.3% |
| ARKK | Buy | ARK INNOVATION ETFetf | $26,000 | +23.8% | 214 | +27.4% | 0.02% | +21.4% |
| ROST | ROSS STORES INC COMstock | $25,000 | 0.0% | 207 | 0.0% | 0.02% | -5.9% | |
| SCHV | New | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $25,000 | – | 390 | +100.0% | 0.02% | – |
| DLR | New | DIGITAL RLTY TR INC COMreit | $25,000 | – | 174 | +100.0% | 0.02% | – |
| FDT | FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUNDetf | $25,000 | +4.2% | 422 | 0.0% | 0.02% | 0.0% | |
| K | KELLOGG CO COMstock | $25,000 | 0.0% | 400 | 0.0% | 0.02% | -5.9% | |
| SLV | ISHARES SILVER TRUSTetf | $25,000 | -7.4% | 1,111 | 0.0% | 0.02% | -11.1% | |
| SJNK | Buy | SPDR BLOOMBERG BARCLAYS SHORT TERM HIGH YIELD BOND ETFetf | $25,000 | 0.0% | 916 | +0.3% | 0.02% | -5.9% |
| IJK | Sell | ISHARES S&P MID-CAP 400 GROWTH ETFetf | $25,000 | -52.8% | 325 | -55.9% | 0.02% | -55.6% |
| CAH | Buy | CARDINAL HEALTH INC COMstock | $23,000 | +109.1% | 380 | +90.0% | 0.02% | +114.3% |
| BTT | BLACKROCK MUN TARGET TERM TR COM SHS BEN INcef | $23,000 | 0.0% | 910 | 0.0% | 0.02% | 0.0% | |
| ETR | Buy | ENTERGY CORP NEW COMstock | $22,000 | 0.0% | 218 | +1.4% | 0.01% | -6.7% |
| WLL | WHITING PETE CORP NEW COM NEWstock | $22,000 | +46.7% | 618 | 0.0% | 0.01% | +40.0% | |
| GAB | Buy | GABELLI EQUITY TR INC COMcef | $21,000 | +10.5% | 3,072 | +2.2% | 0.01% | +7.7% |
| IP | INTERNATIONAL PAPER CO COMstock | $21,000 | +10.5% | 380 | 0.0% | 0.01% | +7.7% | |
| SYY | Buy | SYSCO CORP COMstock | $22,000 | +4.8% | 285 | +0.7% | 0.01% | 0.0% |
| ENB | Buy | ENBRIDGE INC COMstock | $22,000 | +15.8% | 608 | +2.9% | 0.01% | +7.7% |
| FEM | Buy | FIRST TRUST EMERGING MARKETS ALPHADEX FUNDetf | $21,000 | +5.0% | 797 | +0.1% | 0.01% | +7.7% |
| CDNS | Buy | CADENCE DESIGN SYSTEM INC COMstock | $22,000 | +22.2% | 157 | +18.9% | 0.01% | +16.7% |
| UNP | UNION PAC CORP COMstock | $22,000 | +4.8% | 100 | 0.0% | 0.01% | 0.0% | |
| PLUG | Buy | PLUG POWER INC COM NEWstock | $20,000 | +66.7% | 562 | +55.2% | 0.01% | +62.5% |
| DD | DUPONT DE NEMOURS INC COMstock | $20,000 | +11.1% | 256 | 0.0% | 0.01% | +8.3% | |
| IPHI | Buy | INPHI CORP COMstock | $20,000 | +33.3% | 113 | +20.2% | 0.01% | +30.0% |
| SLQD | Buy | ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $20,000 | 0.0% | 378 | +0.3% | 0.01% | 0.0% |
| PHO | INVESCO WATER RESOURCES ETFetf | $20,000 | +5.3% | 412 | 0.0% | 0.01% | 0.0% | |
| ALRM | Buy | ALARM COM HLDGS INC COMstock | $20,000 | 0.0% | 226 | +15.3% | 0.01% | 0.0% |
| KEYS | KEYSIGHT TECHNOLOGIES INC COMstock | $20,000 | +11.1% | 139 | 0.0% | 0.01% | +8.3% | |
| LKQ | LKQ CORP COMstock | $20,000 | +25.0% | 466 | 0.0% | 0.01% | +18.2% | |
| STE | STERIS PLC SHS USDstock | $20,000 | 0.0% | 105 | 0.0% | 0.01% | 0.0% | |
| CTXS | Buy | CITRIX SYS INC COMstock | $20,000 | +5.3% | 144 | +0.7% | 0.01% | 0.0% |
| LUV | Buy | SOUTHWEST AIRLS CO COMstock | $20,000 | +66.7% | 322 | +28.3% | 0.01% | +62.5% |
| CGC | Buy | CANOPY GROWTH CORP COMstock | $18,000 | +50.0% | 575 | +21.1% | 0.01% | +50.0% |
| GM | GENERAL MTRS CO COMstock | $19,000 | +35.7% | 339 | 0.0% | 0.01% | +33.3% | |
| TDOC | Buy | TELADOC HEALTH INC COMstock | $18,000 | +20.0% | 100 | +35.1% | 0.01% | +20.0% |
| SILV | SILVERCREST METALS INC COMstock | $18,000 | -28.0% | 2,222 | 0.0% | 0.01% | -29.4% | |
| LITE | Buy | LUMENTUM HLDGS INC COMstock | $18,000 | +20.0% | 194 | +20.5% | 0.01% | +20.0% |
| IMCV | ISHARES MORNINGSTAR MID-CAP VALUE ETFetf | $19,000 | +18.8% | 105 | 0.0% | 0.01% | +9.1% | |
| CCI | CROWN CASTLE INTL CORP NEW COMreit | $19,000 | +5.6% | 112 | 0.0% | 0.01% | 0.0% | |
| DCP | DCP MIDSTREAM LP COM UT LTD PTNstock | $18,000 | +12.5% | 852 | 0.0% | 0.01% | +9.1% | |
| DEO | DIAGEO PLC SPON ADR NEWadr | $18,000 | 0.0% | 111 | 0.0% | 0.01% | 0.0% | |
| EBS | EMERGENT BIOSOLUTIONS INC COMstock | $19,000 | +5.6% | 200 | 0.0% | 0.01% | 0.0% | |
| DOCU | Buy | DOCUSIGN INC COMstock | $19,000 | +26.7% | 96 | +45.5% | 0.01% | +20.0% |
| HFC | HOLLYFRONTIER CORP COMstock | $18,000 | +38.5% | 504 | 0.0% | 0.01% | +33.3% | |
| NFLX | NETFLIX INC COMstock | $17,000 | 0.0% | 32 | 0.0% | 0.01% | 0.0% | |
| XEL | XCEL ENERGY INC COMstock | $17,000 | 0.0% | 255 | 0.0% | 0.01% | 0.0% | |
| CHD | CHURCH & DWIGHT INC COMstock | $17,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% | |
| SONO | SONOS INC COMstock | $17,000 | +54.5% | 461 | 0.0% | 0.01% | +57.1% | |
| ORCL | ORACLE CORP COMstock | $17,000 | +6.2% | 246 | 0.0% | 0.01% | 0.0% | |
| MCHI | Buy | ISHARES MSCI CHINA ETFetf | $17,000 | +88.9% | 207 | +95.3% | 0.01% | +83.3% |
| FREL | Buy | FIDELITY MSCI REAL ESTATE INDEX ETFetf | $17,000 | +13.3% | 604 | +0.7% | 0.01% | +10.0% |
| AYX | Buy | ALTERYX INC COM CL Astock | $17,000 | +6.2% | 201 | +52.3% | 0.01% | 0.0% |
| CARR | CARRIER GLOBAL CORPORATION COMstock | $17,000 | +13.3% | 400 | 0.0% | 0.01% | +10.0% | |
| BLOK | AMPLIFY TRANSFORMATIONAL DATA SHARING ETFetf | $17,000 | +54.5% | 302 | 0.0% | 0.01% | +57.1% | |
| REGN | REGENERON PHARMACEUTICALS COMstock | $17,000 | 0.0% | 36 | 0.0% | 0.01% | 0.0% | |
| FEP | Buy | FIRST TRUST EUROPE ALPHADEX FUNDetf | $15,000 | +7.1% | 360 | +0.6% | 0.01% | +11.1% |
| U | Buy | UNITY SOFTWARE INC COMstock | $16,000 | +14.3% | 155 | +66.7% | 0.01% | +11.1% |
| GILD | GILEAD SCIENCES INC COMstock | $16,000 | +14.3% | 242 | 0.0% | 0.01% | +11.1% | |
| SAVE | Buy | SPIRIT AIRLS INC COMstock | $15,000 | +200.0% | 400 | +100.0% | 0.01% | +233.3% |
| ZM | Buy | ZOOM VIDEO COMMUNICATIONS INC CL Astock | $15,000 | +36.4% | 47 | +46.9% | 0.01% | +42.9% |
| LUMN | New | LUMEN TECHNOLOGIES INC COMstock | $16,000 | – | 1,223 | +100.0% | 0.01% | – |
| DY | Buy | DYCOM INDS INC COMstock | $15,000 | +66.7% | 165 | +43.5% | 0.01% | +66.7% |
| FCEL | FUELCELL ENERGY INC COMstock | $15,000 | +36.4% | 1,026 | 0.0% | 0.01% | +42.9% | |
| EWW | Buy | ISHARES MSCI MEXICO ETFetf | $14,000 | +600.0% | 317 | +604.4% | 0.01% | +800.0% |
| CIBR | Sell | FIRST TRUST NASDAQ CEA CYBERSECURITY ETFetf | $14,000 | -44.0% | 332 | -40.3% | 0.01% | -47.1% |
| SSB | Buy | SOUTH ST CORP COMstock | $14,000 | +7.7% | 182 | +0.6% | 0.01% | 0.0% |
| SCI | SERVICE CORP INTL COMstock | $14,000 | +7.7% | 274 | 0.0% | 0.01% | 0.0% | |
| GDX | VANECK VECTORS GOLD MINERS ETFetf | $14,000 | -12.5% | 437 | 0.0% | 0.01% | -18.2% | |
| SNY | SANOFI SPONSORED ADRadr | $14,000 | 0.0% | 287 | 0.0% | 0.01% | 0.0% | |
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETFetf | $14,000 | +7.7% | 42 | 0.0% | 0.01% | 0.0% | |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP INC COMstock | $14,000 | +55.6% | 235 | +61.0% | 0.01% | +50.0% |
| EA | ELECTRONIC ARTS INC COMstock | $14,000 | -6.7% | 102 | 0.0% | 0.01% | -10.0% | |
| JWN | NORDSTROM INC COMstock | $14,000 | +16.7% | 375 | 0.0% | 0.01% | +12.5% | |
| PSMT | PRICESMART INC COMstock | $12,000 | +9.1% | 120 | 0.0% | 0.01% | +14.3% | |
| DKNG | New | DRAFTKINGS INC COM CL Astock | $12,000 | – | 200 | +100.0% | 0.01% | – |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE CO COMstock | $12,000 | +300.0% | 736 | +211.9% | 0.01% | +300.0% |
| TMUS | T-MOBILE US INC COMstock | $12,000 | 0.0% | 92 | 0.0% | 0.01% | 0.0% | |
| IGD | Buy | VOYA GLBL EQTY DIV & PREM OPP COMcef | $13,000 | +18.2% | 2,236 | +2.2% | 0.01% | +14.3% |
| XHE | Sell | SPDR S&P HEALTH CARE EQUIPMENT ETFetf | $12,000 | -57.1% | 100 | -60.0% | 0.01% | -57.9% |
| CTVA | CORTEVA INC COMstock | $12,000 | +20.0% | 256 | 0.0% | 0.01% | +14.3% | |
| COLM | COLUMBIA SPORTSWEAR CO COMstock | $12,000 | +20.0% | 109 | 0.0% | 0.01% | +14.3% | |
| XLK | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $13,000 | 0.0% | 100 | 0.0% | 0.01% | -11.1% | |
| ARKG | New | ARK GENOMIC REVOLUTION ETFetf | $12,000 | – | 135 | +100.0% | 0.01% | – |
| J | JACOBS ENGR GROUP INC COMstock | $13,000 | +18.2% | 104 | 0.0% | 0.01% | +14.3% | |
| THO | THOR INDS INC COMstock | $12,000 | +50.0% | 85 | 0.0% | 0.01% | +60.0% | |
| JETS | U.S. GLOBAL JETS ETFetf | $12,000 | +20.0% | 450 | 0.0% | 0.01% | +14.3% | |
| INDA | Buy | ISHARES MSCI INDIA INDEX FUNDetf | $11,000 | +1000.0% | 267 | +968.0% | 0.01% | +600.0% |
| ABNB | New | AIRBNB INC COM CL Astock | $11,000 | – | 57 | +100.0% | 0.01% | – |
| BLNK | BLINK CHARGING CO COMstock | $11,000 | -8.3% | 271 | 0.0% | 0.01% | -12.5% | |
| IIPR | INNOVATIVE INDL PPTYS INC COMreit | $11,000 | 0.0% | 60 | 0.0% | 0.01% | 0.0% | |
| VUG | VANGUARD GROWTH INDEX FUNDetf | $11,000 | 0.0% | 42 | 0.0% | 0.01% | 0.0% | |
| ASAN | ASANA INC CL Astock | $11,000 | 0.0% | 382 | 0.0% | 0.01% | 0.0% | |
| PENN | Buy | PENN NATL GAMING INC COMstock | $11,000 | +37.5% | 103 | +10.8% | 0.01% | +40.0% |
| PKG | Buy | PACKAGING CORP AMER COMstock | $11,000 | -8.3% | 85 | +1.2% | 0.01% | -12.5% |
| TRIP | Buy | TRIPADVISOR INC COMstock | $11,000 | +266.7% | 200 | +100.0% | 0.01% | +250.0% |
| WY | WEYERHAEUSER CO MTN BE COM NEWreit | $11,000 | 0.0% | 320 | 0.0% | 0.01% | 0.0% | |
| New | THERATECHNOLOGIES INC 5.75 06/30/2023convertible | $11,000 | – | 12,000 | +100.0% | 0.01% | – | |
| JMIA | JUMIA TECHNOLOGIES AG SPONSORED ADSadr | $11,000 | -15.4% | 314 | 0.0% | 0.01% | -22.2% | |
| X | Buy | UNITED STATES STL CORP NEW COMstock | $10,000 | +233.3% | 385 | +108.1% | 0.01% | +200.0% |
| BURL | BURLINGTON STORES INC COMstock | $9,000 | +12.5% | 30 | 0.0% | 0.01% | +20.0% | |
| VALE | Buy | VALE S A SPONSORED ADSadr | $9,000 | +12.5% | 506 | +4.3% | 0.01% | +20.0% |
| EIS | Buy | ISHARES MSCI ISRAEL ETFetf | $9,000 | +800.0% | 136 | +871.4% | 0.01% | +500.0% |
| ARCC | Buy | ARES CAPITAL CORP COMcef | $10,000 | +11.1% | 546 | +0.6% | 0.01% | 0.0% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO COMstock | $10,000 | +11.1% | 179 | +0.6% | 0.01% | 0.0% |
| VIAC | New | VIACOMCBS INC CL Bstock | $9,000 | – | 200 | +100.0% | 0.01% | – |
| NVCR | NOVOCURE LTD ORD SHSstock | $10,000 | -23.1% | 75 | 0.0% | 0.01% | -33.3% | |
| ICE | INTERCONTINENTAL EXCHANGE INC COMstock | $9,000 | 0.0% | 82 | 0.0% | 0.01% | 0.0% | |
| IXUS | Buy | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFetf | $9,000 | +800.0% | 127 | +876.9% | 0.01% | +500.0% |
| IYLD | ISHARES MORNINGSTAR MULTI-ASSET INCOME INDEX FUNDetf | $9,000 | -10.0% | 400 | 0.0% | 0.01% | -14.3% | |
| FRT | Buy | FEDERAL RLTY INVT TR SH BEN INT NEWreit | $10,000 | +25.0% | 96 | +1.1% | 0.01% | +20.0% |
| OPEN | New | OPENDOOR TECHNOLOGIES INC COMstock | $9,000 | – | 442 | +100.0% | 0.01% | – |
| OTIS | OTIS WORLDWIDE CORP COMstock | $10,000 | 0.0% | 150 | 0.0% | 0.01% | -14.3% | |
| PCAR | PACCAR INC COMstock | $10,000 | +11.1% | 104 | 0.0% | 0.01% | 0.0% | |
| EQNR | EQUINOR ASA SPONSORED ADRadr | $10,000 | +25.0% | 505 | 0.0% | 0.01% | +20.0% | |
| IPAC | ISHARES CORE MSCI PACIFIC ETFetf | $9,000 | 0.0% | 133 | 0.0% | 0.01% | 0.0% | |
| EIX | Buy | EDISON INTL COMstock | $9,000 | -10.0% | 161 | +0.6% | 0.01% | -14.3% |
| DISCA | New | DISCOVERY INC COM SER Astock | $9,000 | – | 200 | +100.0% | 0.01% | – |
| XNTK | SPDR NYSE TECHNOLOGY ETFetf | $9,000 | 0.0% | 65 | 0.0% | 0.01% | 0.0% | |
| SLYG | SPDR S&P 600 SMALL CAP GROWTH ETFetf | $9,000 | +12.5% | 110 | 0.0% | 0.01% | +20.0% | |
| DSI | Sell | ISHARES MSCI KLD 400 SOCIAL ETFetf | $10,000 | -9.1% | 135 | -8.8% | 0.01% | -14.3% |
| DTE | DTE ENERGY CO COMstock | $9,000 | +12.5% | 65 | 0.0% | 0.01% | +20.0% | |
| DHI | D R HORTON INC COMstock | $9,000 | +28.6% | 103 | 0.0% | 0.01% | +20.0% | |
| ELP | Buy | COMPANHIA PARANAENSE ENERG COP SPON ADR PFDadr | $9,000 | -18.2% | 7,470 | +900.0% | 0.01% | -14.3% |
| XLY | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $9,000 | 0.0% | 55 | 0.0% | 0.01% | 0.0% | |
| XLI | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $10,000 | +11.1% | 100 | 0.0% | 0.01% | 0.0% | |
| CLH | CLEAN HARBORS INC COMstock | $9,000 | +12.5% | 106 | 0.0% | 0.01% | +20.0% | |
| FSLY | FASTLY INC CL Astock | $7,000 | -22.2% | 100 | 0.0% | 0.01% | -16.7% | |
| F | FORD MTR CO DEL COMstock | $8,000 | +60.0% | 613 | 0.0% | 0.01% | +66.7% | |
| ROKT | Buy | SPDR S&P KENSHO FINAL FRONTIERS ETFetf | $7,000 | +16.7% | 164 | +1.9% | 0.01% | +25.0% |
| CIG | CIA ENERGETICA DE MINAS GERAIS SP ADR N-V PFDadr | $8,000 | -20.0% | 3,432 | 0.0% | 0.01% | -28.6% | |
| SKLZ | New | SKILLZ INC COMstock | $7,000 | – | 362 | +100.0% | 0.01% | – |
| SUSC | ISHARES ESG AWARE USD CORPORATE BOND ETFetf | $8,000 | 0.0% | 290 | 0.0% | 0.01% | 0.0% | |
| SCHW | SCHWAB CHARLES CORP COMstock | $8,000 | +14.3% | 126 | 0.0% | 0.01% | 0.0% | |
| GUT | Buy | GABELLI UTIL TR COMcef | $8,000 | -20.0% | 1,223 | +2.1% | 0.01% | -28.6% |
| FUTY | FIDELITY MSCI UTILITIES INDEX ETFetf | $8,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% | |
| PAWZ | Sell | PROSHARES PET CARE ETFetf | $8,000 | -94.2% | 111 | -94.2% | 0.01% | -94.6% |
| AMD | New | ADVANCED MICRO DEVICES INC COMstock | $7,000 | – | 87 | +100.0% | 0.01% | – |
| IYE | Buy | ISHARES U.S. ENERGY ETFetf | $8,000 | +33.3% | 308 | +0.3% | 0.01% | +25.0% |
| IWM | Buy | ISHARES RUSSELL 2000 ETFetf | $7,000 | +75.0% | 33 | +57.1% | 0.01% | +66.7% |
| FBT | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUNDetf | $7,000 | -12.5% | 45 | 0.0% | 0.01% | 0.0% | |
| HMC | HONDA MOTOR LTD AMERN SHSadr | $7,000 | +16.7% | 219 | 0.0% | 0.01% | +25.0% | |
| FISV | FISERV INC COMstock | $7,000 | 0.0% | 60 | 0.0% | 0.01% | 0.0% | |
| APHA | Buy | APHRIA INC COMstock | $7,000 | +600.0% | 400 | +300.0% | 0.01% | +400.0% |
| MYRG | New | MYR GROUP INC DEL COMstock | $7,000 | – | 100 | +100.0% | 0.01% | – |
| KNX | Buy | KNIGHT-SWIFT TRANSN HLDGS INC CL Astock | $7,000 | +16.7% | 145 | +0.7% | 0.01% | +25.0% |
| GREK | Buy | GLOBAL X MSCI GREECE ETFetf | $7,000 | +600.0% | 279 | +597.5% | 0.01% | +400.0% |
| HDMV | Buy | FIRST TRUST HORIZON MANAGED VOLATILITY DEVELOPED INTERNATIONAL ETFetf | $8,000 | 0.0% | 266 | +0.4% | 0.01% | 0.0% |
| A | AGILENT TECHNOLOGIES INC COMstock | $8,000 | +14.3% | 59 | 0.0% | 0.01% | 0.0% | |
| FNY | FIRST TRUST MID CAP GROWTH ALPHADEX FUNDetf | $7,000 | 0.0% | 104 | 0.0% | 0.01% | 0.0% | |
| PEY | Buy | INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETFetf | $7,000 | +16.7% | 323 | +0.9% | 0.01% | +25.0% |
| ATO | Buy | ATMOS ENERGY CORP COMstock | $8,000 | +14.3% | 76 | +1.3% | 0.01% | 0.0% |
| ILCG | ISHARES MORNINGSTAR GROWTH ETFetf | $7,000 | 0.0% | 25 | 0.0% | 0.01% | 0.0% | |
| KYN | KAYNE ANDERSON ENERGY INFRSTR COMcef | $8,000 | +33.3% | 1,100 | 0.0% | 0.01% | +25.0% | |
| HYS | Buy | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUNDetf | $8,000 | +14.3% | 76 | +1.3% | 0.01% | 0.0% |
| ALC | ALCON AG ORD SHSstock | $8,000 | 0.0% | 120 | 0.0% | 0.01% | 0.0% | |
| SIRI | Buy | SIRIUS XM HOLDINGS INC COMstock | $6,000 | -14.3% | 1,023 | +0.3% | 0.00% | -20.0% |
| LNT | ALLIANT ENERGY CORP COMstock | $6,000 | 0.0% | 114 | 0.0% | 0.00% | 0.0% | |
| ALL | ALLSTATE CORP COMstock | $6,000 | +20.0% | 50 | 0.0% | 0.00% | +33.3% | |
| RUN | New | SUNRUN INC COMstock | $6,000 | – | 100 | +100.0% | 0.00% | – |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETFetf | $6,000 | -14.3% | 50 | 0.0% | 0.00% | -20.0% | |
| OC | OWENS CORNING NEW COMstock | $6,000 | +20.0% | 65 | 0.0% | 0.00% | +33.3% | |
| SAM | BOSTON BEER INC CL Astock | $6,000 | +20.0% | 5 | 0.0% | 0.00% | +33.3% | |
| EWZ | Buy | ISHARES MSCI BRAZIL ETFetf | $6,000 | +500.0% | 191 | +607.4% | 0.00% | +300.0% |
| EVBG | EVERBRIDGE INC COMstock | $6,000 | -14.3% | 50 | 0.0% | 0.00% | -20.0% | |
| EPI | WISDOMTREE INDIA EARNINGS FUNDetf | $6,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| AMCR | Buy | AMCOR PLC ORDstock | $6,000 | 0.0% | 490 | +1.0% | 0.00% | 0.0% |
| MJ | New | ETFMG ALTERNATIVE HARVEST ETFetf | $6,000 | – | 250 | +100.0% | 0.00% | – |
| GGT | Buy | GABELLI MULTIMEDIA TR INC COMcef | $6,000 | +20.0% | 629 | +2.1% | 0.00% | +33.3% |
| CAG | Buy | CONAGRA BRANDS INC COMstock | $6,000 | 0.0% | 153 | +1.3% | 0.00% | 0.0% |
| PAVE | New | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETFetf | $6,000 | – | 250 | +100.0% | 0.00% | – |
| SPCE | VIRGIN GALACTIC HOLDINGS INC COMstock | $6,000 | +20.0% | 200 | 0.0% | 0.00% | +33.3% | |
| XLU | UTILITIES SELECT SECTOR SPDR FUNDetf | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| LX | LEXINFINTECH HLDGS LTD ADRadr | $5,000 | +66.7% | 500 | 0.0% | 0.00% | +50.0% | |
| KNDI | KANDI TECHNOLOGIES GROUP INC COMstock | $5,000 | -16.7% | 860 | 0.0% | 0.00% | -25.0% | |
| EXC | Buy | EXELON CORP COMstock | $5,000 | 0.0% | 109 | +0.9% | 0.00% | 0.0% |
| ETSY | ETSY INC COMstock | $4,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| TLRY | New | TILRAY INC COM CL 2stock | $5,000 | – | 200 | +100.0% | 0.00% | – |
| SUSA | ISHARES MSCI USA ESG SELECT ETFetf | $5,000 | +25.0% | 52 | 0.0% | 0.00% | 0.0% | |
| LAZR | Buy | LUMINAR TECHNOLOGIES INC COM CL Astock | $5,000 | +66.7% | 200 | +100.0% | 0.00% | +50.0% |
| LORL | New | LORAL SPACE & COM INC COMstock | $4,000 | – | 100 | +100.0% | 0.00% | – |
| WPM | WHEATON PRECIOUS METALS CORP COMstock | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| MRTN | MARTEN TRANS LTD COMstock | $5,000 | -16.7% | 323 | 0.0% | 0.00% | -25.0% | |
| EBAY | Sell | EBAY INC. COMstock | $5,000 | +25.0% | 88 | -1.1% | 0.00% | 0.0% |
| LW | LAMB WESTON HLDGS INC COMstock | $4,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% | |
| AMC | New | AMC ENTMT HLDGS INC CL A COMstock | $4,000 | – | 400 | +100.0% | 0.00% | – |
| BUD | ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRadr | $4,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% | |
| VTV | VANGUARD VALUE INDEX FUNDetf | $4,000 | +33.3% | 28 | 0.0% | 0.00% | +50.0% | |
| EDC | New | DIREXION DAILY EMERGING MARKETS BULL 3X SHARESetf | $5,000 | – | 55 | +100.0% | 0.00% | – |
| GVA | GRANITE CONSTR INC COMstock | $5,000 | +66.7% | 116 | 0.0% | 0.00% | +50.0% | |
| RGLD | Buy | ROYAL GOLD INC COMstock | $4,000 | 0.0% | 35 | +2.9% | 0.00% | 0.0% |
| ESGD | ISHARES MSCI EAFE ESG SELECT ETFetf | $5,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% | |
| TUR | ISHARES MSCI TURKEY ETFetf | $4,000 | 0.0% | 158 | 0.0% | 0.00% | 0.0% | |
| DAL | Sell | DELTA AIR LINES INC DEL COM NEWstock | $5,000 | 0.0% | 100 | -24.8% | 0.00% | 0.0% |
| DELL | DELL TECHNOLOGIES INC CL Cstock | $5,000 | +25.0% | 56 | 0.0% | 0.00% | 0.0% | |
| DRI | New | DARDEN RESTAURANTS INC COMstock | $4,000 | – | 25 | +100.0% | 0.00% | – |
| TME | New | TENCENT MUSIC ENTMT GROUP SPON ADSadr | $4,000 | – | 200 | +100.0% | 0.00% | – |
| BOX | New | BOX INC CL Astock | $5,000 | – | 200 | +100.0% | 0.00% | – |
| DNP | DNP SELECT INCOME FD INC COMcef | $4,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| CRWD | CROWDSTRIKE HLDGS INC CL Astock | $4,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| AZO | AUTOZONE INC COMstock | $4,000 | 0.0% | 3 | 0.0% | 0.00% | 0.0% | |
| HIG | Buy | HARTFORD FINL SVCS GROUP INC COMstock | $4,000 | +33.3% | 62 | +1.6% | 0.00% | +50.0% |
| CORE | Buy | CORE-MARK HLDG CO INC COMstock | $5,000 | +25.0% | 121 | +0.8% | 0.00% | 0.0% |
| BABA | Sell | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $5,000 | -54.5% | 23 | -52.1% | 0.00% | -57.1% |
| SYNA | New | SYNAPTICS INC COMstock | $5,000 | – | 40 | +100.0% | 0.00% | – |
| GOLD | Sell | BARRICK GOLD CORP COMstock | $5,000 | -44.4% | 277 | -31.6% | 0.00% | -50.0% |
| FTSL | Buy | FIRST TRUST SENIOR LOAN FUNDetf | $5,000 | 0.0% | 106 | +1.0% | 0.00% | 0.0% |
| ISRG | INTUITIVE SURGICAL INC COM NEWstock | $4,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| EDD | Buy | MORGAN STANLEY EMERGING MKTS D COMcef | $5,000 | 0.0% | 772 | +1.7% | 0.00% | 0.0% |
| NET | CLOUDFLARE INC CL A COMstock | $4,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| GRWG | New | GROWGENERATION CORP COMstock | $5,000 | – | 100 | +100.0% | 0.00% | – |
| IJS | New | ISHARES S&P SMALL-CAP 600 VALUE ETFetf | $5,000 | – | 50 | +100.0% | 0.00% | – |
| FIW | Buy | FIRST TRUST WATER ETFetf | $4,000 | 0.0% | 54 | +1.9% | 0.00% | 0.0% |
| HRL | HORMEL FOODS CORP COMstock | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| WAB | WABTEC COMstock | $3,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% | |
| FSR | New | FISKER INC CL A COM STKstock | $3,000 | – | 200 | +100.0% | 0.00% | – |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETFetf | $3,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
| PWR | New | QUANTA SVCS INC COMstock | $3,000 | – | 32 | +100.0% | 0.00% | – |
| POST | POST HLDGS INC COMstock | $3,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| PH | PARKER-HANNIFIN CORP COMstock | $3,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| M | New | MACYS INC COMstock | $3,000 | – | 200 | +100.0% | 0.00% | – |
| MCHP | MICROCHIP TECHNOLOGY INC. COMstock | $3,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| FEMB | Buy | FIRST TRUST EMERGING MARKETS LOCAL CURRENCY BOND ETFetf | $3,000 | 0.0% | 74 | +1.4% | 0.00% | 0.0% |
| BLUE | New | BLUEBIRD BIO INC COMstock | $3,000 | – | 100 | +100.0% | 0.00% | – |
| GLW | CORNING INC COMstock | $3,000 | +50.0% | 60 | 0.0% | 0.00% | +100.0% | |
| RVT | ROYCE VALUE TR INC COMcef | $3,000 | 0.0% | 183 | 0.0% | 0.00% | 0.0% | |
| RDSB | ROYAL DUTCH SHELL PLC SPON ADR Badr | $3,000 | +50.0% | 70 | 0.0% | 0.00% | +100.0% | |
| FVRR | FIVERR INTL LTD ORD SHSstock | $3,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| VIAV | VIAVI SOLUTIONS INC COMstock | $3,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| XLV | Sell | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $3,000 | -62.5% | 22 | -69.0% | 0.00% | -60.0% |
| ADSK | AUTODESK INC COMstock | $3,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| ACB | Buy | AURORA CANNABIS INC COMstock | $3,000 | +200.0% | 278 | +256.4% | 0.00% | +100.0% |
| SNUG | MERLYN.AI TACTICAL GROWTH AND INCOME ETFetf | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| JEF | JEFFERIES FINL GROUP INC COMstock | $3,000 | +50.0% | 101 | 0.0% | 0.00% | +100.0% | |
| KMF | KAYNE ANDERSON NEXTGEN ENRGY COMcef | $3,000 | +50.0% | 400 | 0.0% | 0.00% | +100.0% | |
| BWEN | New | BROADWIND INC COM NEWstock | $3,000 | – | 500 | +100.0% | 0.00% | – |
| DXC | Buy | DXC TECHNOLOGY CO COMstock | $2,000 | – | 50 | +525.0% | 0.00% | – |
| EWC | New | ISHARES MSCI CANADA ETFetf | $1,000 | – | 31 | +100.0% | 0.00% | – |
| NVTA | New | INVITAE CORP COMstock | $2,000 | – | 50 | +100.0% | 0.00% | – |
| HGEN | New | HUMANIGEN INC COM NEWstock | $2,000 | – | 100 | +100.0% | 0.00% | – |
| HOLX | New | HOLOGIC INC COMstock | $2,000 | – | 30 | +100.0% | 0.00% | – |
| HOL | New | HOLICITY INC COM CL Astock | $2,000 | – | 170 | +100.0% | 0.00% | – |
| HEXO | HEXO CORP COM NEWstock | $2,000 | +100.0% | 250 | 0.0% | 0.00% | 0.0% | |
| EAGG | ISHARES ESG AWARE U.S. AGGREGATE BOND ETFetf | $2,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| JD | JD.COM INC SPON ADR CL Aadr | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETFetf | $2,000 | -33.3% | 40 | 0.0% | 0.00% | -50.0% | |
| DRIV | New | GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETFetf | $1,000 | – | 50 | +100.0% | 0.00% | – |
| GRX | Buy | GABELLI HLTHCARE & WELLNESS TR SHScef | $1,000 | 0.0% | 104 | +1.0% | 0.00% | 0.0% |
| LULU | Buy | LULULEMON ATHLETICA INC COMstock | $2,000 | +100.0% | 7 | +133.3% | 0.00% | 0.0% |
| FCX | FREEPORT-MCMORAN INC CL Bstock | $2,000 | +100.0% | 51 | 0.0% | 0.00% | 0.0% | |
| MKL | MARKEL CORP COMstock | $1,000 | 0.0% | 1 | 0.0% | 0.00% | 0.0% | |
| MXIM | MAXIM INTEGRATED PRODS INC COMstock | $2,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
| MELI | MERCADOLIBRE INC COMstock | $1,000 | -50.0% | 1 | 0.0% | 0.00% | 0.0% | |
| Buy | MICRO FOCUS INTL PLC SPON ADR NEWadr | $1,000 | – | 67 | +509.1% | 0.00% | – | |
| FEN | Buy | FIRST TR ENERGY INCOME & GROWT COMcef | $2,000 | 0.0% | 180 | +2.3% | 0.00% | 0.0% |
| MNST | MONSTER BEVERAGE CORP NEW COMstock | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| NEBC | New | NEBULA CARAVEL ACQUISITION COR COM CL Astock | $2,000 | – | 200 | +100.0% | 0.00% | – |
| NRG | NRG ENERGY INC COM NEWstock | $2,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% | |
| NYCB | NEW YORK CMNTY BANCORP INC COMstock | $1,000 | 0.0% | 104 | 0.0% | 0.00% | 0.0% | |
| NEM | New | NEWMONT CORP COMstock | $1,000 | – | 17 | +100.0% | 0.00% | – |
| NWN | NORTHWEST NAT HLDG CO COMstock | $1,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
| NLOK | NORTONLIFELOCK INC COMstock | $1,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% | |
| FMO | FIDUCIARY CLAYMORE ENGRY INFRA COMcef | $1,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% | |
| ORGANIGRAM HLDGS INC COMstock | $1,000 | – | 165 | 0.0% | 0.00% | – | ||
| EEFT | EURONET WORLDWIDE INC COMstock | $2,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| PKI | New | PERKINELMER INC COMstock | $2,000 | – | 16 | +100.0% | 0.00% | – |
| PRSP | Buy | PERSPECTA INC COMstock | $1,000 | – | 25 | +525.0% | 0.00% | – |
| PINS | New | PINTEREST INC CL Astock | $1,000 | – | 20 | +100.0% | 0.00% | – |
| PIPR | PIPER SANDLER COMPANIES COMstock | $2,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| DSTL | New | DISTILLATE U.S. FUNDAMENTAL STABILITY & VALUE ETFetf | $1,000 | – | 30 | +100.0% | 0.00% | – |
| XM | New | QUALTRICS INTL INC COM CL Astock | $1,000 | – | 40 | +100.0% | 0.00% | – |
| DOV | DOVER CORP COMstock | $2,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
| DMRC | DIGIMARC CORP NEW COMstock | $1,000 | -50.0% | 50 | 0.0% | 0.00% | 0.0% | |
| DDOG | DATADOG INC CL A COMstock | $2,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| CRON | CRONOS GROUP INC COMstock | $1,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| SCHQ | New | SCHWAB LONG-TERM U.S. TREASURY ETFetf | $2,000 | – | 39 | +100.0% | 0.00% | – |
| CLNE | CLEAN ENERGY FUELS CORP COMstock | $1,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| SPYC | SIMPLIFY US EQUITY PLUS CONVEXITY ETFetf | $1,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| CHGG | CHEGG INC COMstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| CHTR | CHARTER COMMUNICATIONS INC NEW CL Astock | $2,000 | 0.0% | 3 | 0.0% | 0.00% | 0.0% | |
| CVS | New | CVS HEALTH CORP COMstock | $1,000 | – | 15 | +100.0% | 0.00% | – |
| BKNG | BOOKING HOLDINGS INC COMstock | $2,000 | 0.0% | 1 | 0.0% | 0.00% | 0.0% | |
| BNTX | BIONTECH SE SPONSORED ADSadr | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| BYND | New | BEYOND MEAT INC COMstock | $1,000 | – | 10 | +100.0% | 0.00% | – |
| BCS | BARCLAYS PLC ADRadr | $1,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% | |
| UBER | UBER TECHNOLOGIES INC COMstock | $2,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| AVNS | AVANOS MED INC COMstock | $2,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% | |
| DPW | New | AULT GLOBAL HOLDINGS INC COMstock | $1,000 | – | 300 | +100.0% | 0.00% | – |
| VHT | VANGUARD HEALTH CARE INDEX FUNDetf | $1,000 | 0.0% | 3 | 0.0% | 0.00% | 0.0% | |
| ATCX | New | ATLAS TECHNICAL CONSULTANTS IN COM CLS Astock | $2,000 | – | 200 | +100.0% | 0.00% | – |
| VEEV | VEEVA SYS INC CL A COMstock | $2,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
| VOO | VANGUARD S&P 500 ETFetf | $1,000 | 0.0% | 3 | 0.0% | 0.00% | 0.0% | |
| VOD | VODAFONE GROUP PLC NEW SPONSORED ADRadr | $2,000 | 0.0% | 117 | 0.0% | 0.00% | 0.0% | |
| AVUV | New | AVANTIS U.S. SMALL CAP VALUE ETFetf | $1,000 | – | 14 | +100.0% | 0.00% | – |
| HIO | Buy | WESTERN ASSET HIGH INCOME OPPO COMcef | $1,000 | 0.0% | 282 | +1.1% | 0.00% | 0.0% |
| ATI | ALLEGHENY TECHNOLOGIES INC COMstock | $1,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| ALXN | ALEXION PHARMACEUTICALS INC COMstock | $2,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
| XRX | XEROX HOLDINGS CORP COM NEWstock | $1,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| ZEN | ZENDESK INC COMstock | $1,000 | -50.0% | 11 | 0.0% | 0.00% | 0.0% | |
| ZBH | ZIMMER BIOMET HOLDINGS INC COMstock | $2,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| ADMS | ADAMAS PHARMACEUTICALS INC COMstock | $1,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| PSFE | New | PAYSAFE LIMITED ORDstock | $1,000 | – | 100 | +100.0% | 0.00% | – |
| AIG | AMERICAN INTL GROUP INC COM NEWstock | $0 | – | 1 | 0.0% | 0.00% | – | |
| COLB | COLUMBIA BKG SYS INC COMstock | $0 | – | 10 | 0.0% | 0.00% | – | |
| VWO | VANGUARD FTSE EMERGING MARKETS ETFetf | $0 | – | 3 | 0.0% | 0.00% | – | |
| FUV | ARCIMOTO INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
| SPB | SPECTRUM BRANDS HLDGS INC NEW COMstock | $0 | – | 2 | 0.0% | 0.00% | – | |
| CNDT | CONDUENT INC COMstock | $0 | – | 26 | 0.0% | 0.00% | – | |
| PLAY | DAVE & BUSTERS ENTMT INC COMstock | $0 | – | 10 | 0.0% | 0.00% | – | |
| CWH | CAMPING WORLD HLDGS INC CL Astock | $0 | – | 5 | 0.0% | 0.00% | – | |
| RGT | ROYCE GLOBAL VALUE TR INC COMcef | $0 | – | 24 | 0.0% | 0.00% | – | |
| EDIT | EDITAS MEDICINE INC COMstock | $0 | -100.0% | 10 | 0.0% | 0.00% | -100.0% | |
| FIBK | FIRST INTST BANCSYSTEM INC COM CL Astock | $0 | – | 6 | 0.0% | 0.00% | – | |
| SWBI | SMITH & WESSON BRANDS INC COMstock | $0 | – | 23 | 0.0% | 0.00% | – | |
| DNOW | NOW INC COMstock | $0 | – | 25 | 0.0% | 0.00% | – | |
| AVAV | AEROVIRONMENT INC COMstock | $0 | – | 3 | 0.0% | 0.00% | – | |
| BHTG | New | BIOHITECH GLOBAL INC COMstock | $0 | – | 200 | +100.0% | 0.00% | – |
| BIDU | Sell | BAIDU INC SPON ADR REP Aadr | $0 | -100.0% | 1 | -98.7% | 0.00% | -100.0% |
| MAT | MATTEL INC COMstock | $0 | – | 10 | 0.0% | 0.00% | – | |
| FVE | FIVE STAR SENIOR LIVING INC COM NEWstock | $0 | – | 57 | 0.0% | 0.00% | – | |
| ZUO | ZUORA INC COM CL Astock | $0 | – | 20 | 0.0% | 0.00% | – | |
| MRO | MARATHON OIL CORP COMstock | $0 | – | 3 | 0.0% | 0.00% | – | |
| CMCL | CALEDONIA MNG CORP PLC SHS NEWstock | $0 | – | 20 | 0.0% | 0.00% | – | |
| AX | AXOS FINANCIAL INC COMstock | $0 | – | 5 | 0.0% | 0.00% | – | |
| MNKKQ | MALLINCKRODT PUB LTD CO SHSstock | $0 | – | 28 | 0.0% | 0.00% | – | |
| FORD | FORWARD INDS INC N Y COM NEWstock | $0 | – | 100 | 0.0% | 0.00% | – | |
| FLGT | FULGENT GENETICS INC COMstock | $0 | – | 5 | 0.0% | 0.00% | – | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $0 | – | 3 | 0.0% | 0.00% | – | |
| BATRK | New | LIBERTY MEDIA CORP DEL COM C BRAVES GRPstock | $0 | – | 10 | +100.0% | 0.00% | – |
| BATRA | LIBERTY MEDIA CORP DEL COM A BRAVES GRPstock | $0 | – | 10 | 0.0% | 0.00% | – | |
| KHC | KRAFT HEINZ CO COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
| GRMN | GARMIN LTD SHSstock | $0 | – | 3 | 0.0% | 0.00% | – | |
| HA | HAWAIIAN HOLDINGS INC COMstock | $0 | – | 10 | 0.0% | 0.00% | – | |
| CAAS | Exit | CHINA AUTOMOTIVE SYS INC COMstock | $0 | – | -200 | -100.0% | -0.00% | – |
| BTBT | Exit | BIT DIGITAL INC SHSstock | $0 | – | -45 | -100.0% | -0.00% | – |
| ELF | Exit | E L F BEAUTY INC COMstock | $0 | – | -43 | -100.0% | -0.00% | – |
| ORBC | Exit | ORBCOMM INC COMstock | $0 | – | -140 | -100.0% | -0.00% | – |
| BMO | Exit | BANK MONTREAL QUE COMstock | $0 | – | -17 | -100.0% | -0.00% | – |
| DPW | Exit | DPW HLDGS INC COMstock | $0 | – | -300 | -100.0% | -0.00% | – |
| WBA | Exit | WALGREENS BOOTS ALLIANCE INC COMstock | $0 | – | -25 | -100.0% | -0.00% | – |
| BBBY | Exit | BED BATH & BEYOND INC COMstock | $0 | – | -150 | -100.0% | -0.00% | – |
| IDV | Exit | ISHARES INTERNATIONAL SELECT DIVIDEND ETFetf | $0 | – | -88 | -100.0% | -0.00% | – |
| GP | Exit | GREENPOWER MTR CO INC COM NEWstock | $0 | – | -100 | -100.0% | -0.00% | – |
| VIV | Exit | TELEFONICA BRASIL SA NEW ADRadr | $0 | – | -292 | -100.0% | -0.00% | – |
| XPEV | Exit | XPENG INC ADSadr | $0 | – | -118 | -100.0% | -0.00% | – |
| NIO | Exit | NIO INC SPON ADSadr | $0 | – | -104 | -100.0% | -0.00% | – |
| CAL | Exit | CALERES INC COMstock | $0 | – | -327 | -100.0% | -0.00% | – |
| ST | Exit | SENSATA TECHNOLOGIES HLDG PLC SHSstock | $0 | – | -95 | -100.0% | -0.00% | – |
| WDC | Exit | WESTERN DIGITAL CORP. COMstock | $0 | – | -91 | -100.0% | -0.00% | – |
| LEVI | Exit | LEVI STRAUSS & CO NEW CL A COM STKstock | $0 | – | -244 | -100.0% | -0.00% | – |
| MARA | Exit | MARATHON PATENT GROUP INC COMstock | $0 | – | -400 | -100.0% | -0.00% | – |
| VIACA | Exit | VIACOMCBS INC CL Astock | $0 | – | -111 | -100.0% | -0.00% | – |
| KCAC | Exit | QUANTUMSCAPE CORP COM CL Astock | $0 | – | -86 | -100.0% | -0.01% | – |
| EFAV | Exit | ISHARES MSCI EAFE MIN VOL FACTOR ETFetf | $0 | – | -100 | -100.0% | -0.01% | – |
| PGF | Exit | INVESCO FINANCIAL PREFERRED ETFetf | $0 | – | -550 | -100.0% | -0.01% | – |
| LUMN | Exit | LUMEN TECHNOLOGIES INC COMstock | $0 | – | -1,206 | -100.0% | -0.01% | – |
| VLDR | Exit | VELODYNE LIDAR INC COMstock | $0 | – | -630 | -100.0% | -0.01% | – |
| FEAC | Exit | SKILLZ INC COMstock | $0 | – | -722 | -100.0% | -0.01% | – |
| WFH | Exit | DIREXION WORK FROM HOME ETFetf | $0 | – | -451 | -100.0% | -0.02% | – |
| HAS | Exit | HASBRO INC COMstock | $0 | – | -380 | -100.0% | -0.02% | – |
| CWB | Exit | SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETFetf | $0 | – | -488 | -100.0% | -0.03% | – |
| EV | Exit | EATON VANCE CORP COM NON VTGstock | $0 | – | -690 | -100.0% | -0.03% | – |
| AZN | Exit | ASTRAZENECA PLC SPONSORED ADRadr | $0 | – | -1,000 | -100.0% | -0.03% | – |
| PSK | Exit | SPDR WELLS FARGO PREFERRED STOCK ETFetf | $0 | – | -1,305 | -100.0% | -0.04% | – |
| SCHR | Exit | SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETFetf | $0 | – | -11,375 | -100.0% | -0.44% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2021-05-06
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 | 2024-04-10 |
| 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 |
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.