$158 Million is the total value of Clearview Wealth Advisors LLC's 684 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 20.3% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
ESGU | Buy | ISHARES ESG AWARE MSCI USA ETFetf | $10,895,000 | +2.4% | 110,653 | +2.4% | 6.90% | +5.0% |
SPLG | Buy | SPDR PORTFOLIO S&P 500 ETFetf | $9,114,000 | +2.2% | 180,622 | +2.0% | 5.77% | +4.8% |
GOVT | Sell | ISHARES U.S. TREASURY BOND ETFetf | $7,635,000 | -37.2% | 287,774 | -37.1% | 4.84% | -35.6% |
SCHJ | Sell | SCHWAB 1-5 YEAR CORPORATE BOND ETFetf | $6,350,000 | -27.2% | 124,381 | -27.0% | 4.02% | -25.3% |
EFV | Buy | ISHARES MSCI EAFE VALUE ETFetf | $5,167,000 | +0.7% | 101,622 | +2.5% | 3.27% | +3.3% |
FALN | Buy | ISHARES FALLEN ANGELS USD BOND ETFetf | $4,854,000 | +113.1% | 161,213 | +112.0% | 3.08% | +118.6% |
EFG | Buy | ISHARES MSCI EAFE GROWTH ETFetf | $4,735,000 | +36.3% | 44,472 | +37.3% | 3.00% | +39.8% |
MBB | Buy | ISHARES MBS ETFetf | $4,637,000 | +72.8% | 42,877 | +72.9% | 2.94% | +77.2% |
USFR | Sell | WISDOMTREE FLOATING RATE TREASURY FUNDetf | $3,589,000 | -9.5% | 142,980 | -9.5% | 2.27% | -7.2% |
IUSB | Buy | ISHARES CORE TOTAL USD BOND MARKET ETFetf | $3,062,000 | +4.1% | 57,518 | +4.6% | 1.94% | +6.8% |
MSFT | Buy | MICROSOFT CORP COMstock | $2,928,000 | +7.7% | 10,385 | +3.5% | 1.86% | +10.5% |
VLUE | Sell | ISHARES MSCI USA VALUE FACTOR ETFetf | $2,681,000 | -8.2% | 26,619 | -4.3% | 1.70% | -5.9% |
XSOE | Sell | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDetf | $2,452,000 | -36.3% | 65,707 | -28.2% | 1.55% | -34.7% |
SCHA | Sell | SCHWAB U.S. SMALL-CAP ETFetf | $2,419,000 | -6.2% | 24,162 | -2.4% | 1.53% | -3.8% |
AAPL | Sell | APPLE INC COMstock | $2,133,000 | -1.4% | 15,077 | -4.5% | 1.35% | +1.1% |
VRP | Buy | INVESCO VARIABLE RATE PREFERRED ETFetf | $2,059,000 | +52.2% | 78,518 | +52.6% | 1.30% | +56.2% |
SPTS | Sell | SPDR PORTFOLIO SHORT TERM TREASURY ETFetf | $2,055,000 | -25.8% | 67,093 | -25.7% | 1.30% | -23.8% |
SCHP | Buy | SCHWAB U.S. TIPS ETFetf | $1,990,000 | +825.6% | 31,799 | +826.5% | 1.26% | +848.1% |
IYW | New | ISHARES U.S. TECHNOLOGY ETFetf | $1,975,000 | – | 19,504 | +100.0% | 1.25% | – |
SPLV | Buy | INVESCO S&P 500 LOW VOLATILITY ETFetf | $1,872,000 | +9.7% | 30,770 | +9.8% | 1.19% | +12.5% |
USMV | Buy | ISHARES MSCI USA MIN VOL FACTOR ETFetf | $1,750,000 | +29.8% | 23,808 | +30.0% | 1.11% | +33.3% |
SHYG | Buy | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFetf | $1,732,000 | +4.0% | 37,894 | +4.8% | 1.10% | +6.6% |
IXG | Sell | ISHARES GLOBAL FINANCIALS ETFetf | $1,715,000 | -18.1% | 21,865 | -18.9% | 1.09% | -15.9% |
COST | Sell | COSTCO WHSL CORP NEW COMstock | $1,477,000 | +10.8% | 3,288 | -2.3% | 0.94% | +13.7% |
CVX | Buy | CHEVRON CORP NEW COMstock | $1,391,000 | +1.8% | 13,709 | +5.1% | 0.88% | +4.4% |
BAC | Buy | BK OF AMERICA CORP COMstock | $1,354,000 | +6.8% | 31,899 | +3.8% | 0.86% | +9.6% |
XLE | Sell | ENERGY SELECT SECTOR SPDR FUNDetf | $1,300,000 | -8.0% | 24,955 | -4.9% | 0.82% | -5.6% |
JPM | Buy | JPMORGAN CHASE & CO COMstock | $1,283,000 | +7.9% | 7,837 | +2.6% | 0.81% | +10.8% |
COMT | Sell | ISHARES COMMODITIES SELECT STRATEGY ETFetf | $1,260,000 | -42.3% | 35,144 | -44.5% | 0.80% | -40.8% |
AOK | Buy | ISHARES CONSERVATIVE ALLOCATION FUNDetf | $1,247,000 | +16.8% | 31,565 | +17.6% | 0.79% | +19.9% |
AMZN | Buy | AMAZON COM INC COMstock | $1,245,000 | -4.2% | 379 | +0.3% | 0.79% | -1.7% |
SPSB | Sell | SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFetf | $1,229,000 | -28.7% | 39,339 | -28.6% | 0.78% | -26.9% |
BOND | Sell | PIMCO ACTIVE BOND EXCHANGE-TRADED FUNDetf | $1,226,000 | -4.4% | 11,087 | -4.1% | 0.78% | -1.9% |
TLH | New | ISHARES 10-20 YEAR TREASURY BOND ETFetf | $1,112,000 | – | 7,563 | +100.0% | 0.70% | – |
SRLN | Buy | SPDR BLACKSTONE SENIOR LOAN ETFetf | $1,070,000 | +15.3% | 23,250 | +16.0% | 0.68% | +18.3% |
JNJ | Buy | JOHNSON & JOHNSON COMstock | $1,012,000 | -0.1% | 6,269 | +2.0% | 0.64% | +2.6% |
MCD | Buy | MCDONALDS CORP COMstock | $901,000 | +10.0% | 3,739 | +5.4% | 0.57% | +12.8% |
WMT | Buy | WALMART INC COMstock | $855,000 | +3.0% | 6,133 | +4.3% | 0.54% | +5.7% |
NSC | Buy | NORFOLK SOUTHN CORP COMstock | $852,000 | -6.9% | 3,559 | +3.3% | 0.54% | -4.4% |
MMIN | Buy | IQ MACKAY MUNICIPAL INSURED ETFetf | $843,000 | +10.8% | 30,743 | +11.8% | 0.53% | +13.6% |
PNC | Buy | PNC FINL SVCS GROUP INC COMstock | $817,000 | +7.1% | 4,178 | +4.5% | 0.52% | +10.0% |
SUSB | Buy | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETFetf | $800,000 | +17.6% | 30,807 | +17.9% | 0.51% | +20.7% |
INTC | Buy | INTEL CORP COMstock | $791,000 | -1.7% | 14,850 | +3.6% | 0.50% | +0.8% |
XLP | Buy | CONSUMER STAPLES SELECT SECTOR SPDR FUNDetf | $788,000 | +5.9% | 11,452 | +7.7% | 0.50% | +8.7% |
NVDA | Buy | NVIDIA CORPORATION COMstock | $763,000 | +7.0% | 3,681 | +313.1% | 0.48% | +9.8% |
STIP | Buy | ISHARES 0-5 YEAR TIPS BOND ETFetf | $747,000 | +26.0% | 7,076 | +26.9% | 0.47% | +29.2% |
CSCO | Buy | CISCO SYS INC COMstock | $744,000 | +8.1% | 13,673 | +5.4% | 0.47% | +10.8% |
IVV | Buy | ISHARES CORE S&P 500 ETFetf | $743,000 | +0.4% | 1,724 | +0.2% | 0.47% | +3.1% |
ABT | Buy | ABBOTT LABS COMstock | $726,000 | +4.0% | 6,145 | +2.1% | 0.46% | +6.7% |
SHY | Sell | ISHARES 1-3 YEAR TREASURY BOND ETFetf | $704,000 | -36.1% | 8,170 | -36.1% | 0.45% | -34.4% |
PEP | Buy | PEPSICO INC COMstock | $683,000 | +8.2% | 4,542 | +6.6% | 0.43% | +11.0% |
DGRW | Buy | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUNDetf | $675,000 | +20.3% | 11,479 | +22.1% | 0.43% | +23.7% |
ABBV | Sell | ABBVIE INC COMstock | $661,000 | -9.5% | 6,130 | -5.4% | 0.42% | -7.1% |
GBIL | Sell | GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETFetf | $654,000 | -7.2% | 6,530 | -7.2% | 0.41% | -4.8% |
BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $650,000 | -1.7% | 2,380 | 0.0% | 0.41% | +1.0% | |
QCOM | Buy | QUALCOMM INC COMstock | $635,000 | +12.4% | 4,924 | +24.5% | 0.40% | +15.2% |
EMR | Buy | EMERSON ELEC CO COMstock | $635,000 | +4.3% | 6,744 | +6.6% | 0.40% | +6.9% |
BMY | Buy | BRISTOL-MYERS SQUIBB CO COMstock | $621,000 | -7.6% | 10,489 | +4.2% | 0.39% | -5.3% |
PG | Buy | PROCTER AND GAMBLE CO COMstock | $613,000 | +6.2% | 4,383 | +2.6% | 0.39% | +9.0% |
MUB | Sell | ISHARES NATIONAL MUNI BOND ETFetf | $605,000 | -1.0% | 5,206 | -0.1% | 0.38% | +1.6% |
PFE | Buy | PFIZER INC COMstock | $598,000 | +24.3% | 13,899 | +13.1% | 0.38% | +27.6% |
NUE | Buy | NUCOR CORP COMstock | $575,000 | +11.2% | 5,834 | +8.3% | 0.36% | +14.1% |
VCSH | Sell | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDetf | $559,000 | -17.6% | 6,789 | -17.2% | 0.35% | -15.5% |
LMT | Buy | LOCKHEED MARTIN CORP COMstock | $550,000 | -8.2% | 1,594 | +0.7% | 0.35% | -5.9% |
FMHI | Buy | FIRST TRUST MUNICIPAL HIGH INCOME ETFetf | $541,000 | +82.2% | 9,702 | +83.4% | 0.34% | +87.4% |
T | Buy | AT&T INC COMstock | $519,000 | +13.8% | 19,226 | +21.4% | 0.33% | +16.7% |
WIZ | Buy | MERLYN.AI BULL-RIDER BEAR-FIGHTER ETFetf | $488,000 | +0.2% | 14,046 | +3.4% | 0.31% | +2.7% |
MUNI | Buy | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUNDetf | $487,000 | +12.7% | 8,641 | +13.7% | 0.31% | +15.4% |
WM | Buy | WASTE MGMT INC DEL COMstock | $487,000 | +9.7% | 3,262 | +2.9% | 0.31% | +12.4% |
MRK | Buy | MERCK & CO INC COMstock | $481,000 | +5.5% | 6,401 | +9.3% | 0.30% | +8.2% |
HON | Buy | HONEYWELL INTL INC COMstock | $453,000 | +1.1% | 2,132 | +4.4% | 0.29% | +3.6% |
V | VISA INC COM CL Astock | $433,000 | -4.8% | 1,944 | 0.0% | 0.27% | -2.5% | |
IGSB | Sell | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $427,000 | -0.9% | 7,811 | -0.6% | 0.27% | +1.5% |
STAG | Buy | STAG INDL INC COMreit | $422,000 | +85.9% | 10,754 | +77.5% | 0.27% | +90.7% |
PYPL | Buy | PAYPAL HLDGS INC COMstock | $405,000 | -4.7% | 1,556 | +6.6% | 0.26% | -1.9% |
SPIB | Sell | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFetf | $406,000 | -2.6% | 11,127 | -2.1% | 0.26% | 0.0% |
NEAR | Buy | BLACKROCK SHORT MATURITY BOND ETFetf | $397,000 | 0.0% | 7,920 | +0.2% | 0.25% | +2.4% |
GIS | Buy | GENERAL MLS INC COMstock | $392,000 | +3.2% | 6,545 | +4.9% | 0.25% | +5.5% |
VNLA | Sell | JANUS HENDERSON SHORT DURATION INCOME ETFetf | $382,000 | -58.1% | 7,621 | -58.0% | 0.24% | -57.0% |
ACWI | Sell | ISHARES MSCI ACWI INDEX FUNDetf | $366,000 | -1.6% | 3,661 | -0.3% | 0.23% | +0.9% |
QYLD | New | GLOBAL X NASDAQ 100 COVERED CALL ETFetf | $362,000 | – | 16,423 | +100.0% | 0.23% | – |
WPC | Buy | WP CAREY INC COMreit | $357,000 | +2.3% | 4,881 | +4.4% | 0.23% | +5.1% |
CB | Buy | CHUBB LIMITED COMstock | $355,000 | +22.0% | 2,048 | +11.9% | 0.22% | +25.0% |
PPL | Buy | PPL CORP COMstock | $350,000 | +4.2% | 12,543 | +4.4% | 0.22% | +7.2% |
COP | Buy | CONOCOPHILLIPS COMstock | $348,000 | +25.6% | 5,139 | +12.8% | 0.22% | +28.7% |
HD | Buy | HOME DEPOT INC COMstock | $348,000 | +11.2% | 1,059 | +8.0% | 0.22% | +14.0% |
VYM | Sell | VANGUARD HIGH DIVIDEND YIELD ETFetf | $345,000 | -69.2% | 3,334 | -68.8% | 0.22% | -68.4% |
KMI | Buy | KINDER MORGAN INC DEL COMstock | $337,000 | -5.1% | 20,160 | +3.5% | 0.21% | -2.7% |
AMGN | Buy | AMGEN INC COMstock | $332,000 | -12.2% | 1,560 | +0.6% | 0.21% | -9.9% |
LEG | Sell | LEGGETT & PLATT INC COMstock | $330,000 | -24.8% | 7,360 | -13.2% | 0.21% | -22.9% |
KMB | Buy | KIMBERLY-CLARK CORP COMstock | $330,000 | +2.5% | 2,494 | +3.8% | 0.21% | +5.0% |
BIL | SPDR BLOOMBERG 1-3 MONTH T-BILL ETFetf | $325,000 | 0.0% | 3,557 | 0.0% | 0.21% | +2.5% | |
VIG | Sell | VANGUARD DIVIDEND APPRECIATION INDEX FUNDetf | $323,000 | -26.9% | 2,101 | -26.4% | 0.20% | -24.9% |
GOOGL | ALPHABET INC CAP STK CL Astock | $315,000 | +9.4% | 118 | 0.0% | 0.20% | +12.4% | |
SHM | SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETFetf | $316,000 | -0.3% | 6,400 | 0.0% | 0.20% | +2.0% | |
MTB | Buy | M & T BK CORP COMstock | $315,000 | +7.1% | 2,112 | +4.3% | 0.20% | +9.9% |
TIP | Buy | ISHARES TIPS BOND ETFetf | $311,000 | +211.0% | 2,432 | +211.8% | 0.20% | +217.7% |
IJR | Buy | ISHARES S&P SMALL-CAP FUNDetf | $306,000 | -3.2% | 2,805 | +0.3% | 0.19% | -0.5% |
SCHD | Sell | SCHWAB US DIVIDEND EQUITY ETFetf | $294,000 | -75.5% | 3,961 | -75.0% | 0.19% | -74.9% |
QUAL | Sell | ISHARES MSCI USA QUALITY FACTOR ETFetf | $291,000 | -9.9% | 2,208 | -9.2% | 0.18% | -7.5% |
IGHG | Buy | PROSHARES INVESTMENT GRADE-INTEREST RATE HEDGEDetf | $280,000 | +2.2% | 3,697 | +3.2% | 0.18% | +4.7% |
SJNK | Buy | SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETFetf | $276,000 | +1004.0% | 10,094 | +997.2% | 0.18% | +1066.7% |
ALK | Buy | ALASKA AIR GROUP INC COMstock | $260,000 | -0.4% | 4,433 | +2.3% | 0.16% | +2.5% |
PGX | Sell | INVESCO PREFERRED ETFetf | $254,000 | -3.8% | 16,876 | -1.9% | 0.16% | -1.2% |
KO | Buy | COCA COLA CO COMstock | $239,000 | +12.7% | 4,552 | +16.2% | 0.15% | +15.3% |
SBUX | Buy | STARBUCKS CORP COMstock | $220,000 | -0.9% | 1,990 | +0.2% | 0.14% | +1.5% |
USHY | Sell | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFetf | $217,000 | -58.5% | 5,222 | -58.4% | 0.14% | -57.6% |
AOM | Sell | ISHARES MODERATE ALLOCATION FUNDetf | $215,000 | -1.8% | 4,802 | -1.1% | 0.14% | +0.7% |
BA | Buy | BOEING CO COMstock | $212,000 | +2.4% | 965 | +11.6% | 0.13% | +4.7% |
FTEC | Sell | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFetf | $212,000 | -78.7% | 1,789 | -78.8% | 0.13% | -78.2% |
CI | CIGNA CORP NEW COMstock | $210,000 | -15.7% | 1,051 | 0.0% | 0.13% | -13.6% | |
TSCO | Sell | TRACTOR SUPPLY CO COMstock | $209,000 | +8.3% | 1,031 | -0.6% | 0.13% | +10.9% |
DIS | Buy | DISNEY WALT CO COMstock | $207,000 | -1.9% | 1,223 | +1.8% | 0.13% | +0.8% |
XOM | Buy | EXXON MOBIL CORP COMstock | $203,000 | -1.0% | 3,448 | +6.0% | 0.13% | +1.6% |
IBM | Buy | INTERNATIONAL BUSINESS MACHS COMstock | $199,000 | -4.3% | 1,431 | +1.1% | 0.13% | -1.6% |
WVVI | WILLAMETTE VY VINEYARD INC COMstock | $199,000 | -7.0% | 15,674 | 0.0% | 0.13% | -4.5% | |
MS | Buy | MORGAN STANLEY COM NEWstock | $187,000 | +79.8% | 1,922 | +69.3% | 0.12% | +84.4% |
IGLB | Sell | ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $186,000 | -87.9% | 2,687 | -87.7% | 0.12% | -87.6% |
DGRO | Sell | ISHARES CORE DIVIDEND GROWTH ETFetf | $178,000 | -11.4% | 3,550 | -11.0% | 0.11% | -8.9% |
USB | Sell | US BANCORP DEL COM NEWstock | $177,000 | -15.7% | 2,974 | -19.2% | 0.11% | -13.8% |
VTRS | Buy | VIATRIS INC COMstock | $176,000 | 0.0% | 12,953 | +4.9% | 0.11% | +1.8% |
CLX | Buy | CLOROX CO DEL COMstock | $173,000 | -8.0% | 1,047 | +0.2% | 0.11% | -5.2% |
VZ | Sell | VERIZON COMMUNICATIONS INC COMstock | $167,000 | -28.9% | 3,086 | -26.5% | 0.11% | -26.9% |
SWAN | AMPLIFY BLACKSWAN GROWTH & TREASURY CORE ETFetf | $168,000 | 0.0% | 4,900 | 0.0% | 0.11% | +1.9% | |
FIXD | Sell | FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETFetf | $165,000 | 0.0% | 3,083 | -0.1% | 0.10% | +2.9% |
EMB | Sell | ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETFetf | $160,000 | -13.5% | 1,453 | -11.4% | 0.10% | -11.4% |
KBWB | Sell | INVESCO KBW BANK ETFetf | $160,000 | +3.2% | 2,378 | -1.3% | 0.10% | +5.2% |
AB | Buy | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNstock | $158,000 | +9.0% | 3,177 | +1.8% | 0.10% | +11.1% |
ADBE | Sell | ADOBE SYSTEMS INCORPORATED COMstock | $157,000 | -16.0% | 273 | -14.4% | 0.10% | -13.9% |
DG | Sell | DOLLAR GEN CORP NEW COMstock | $152,000 | -49.5% | 718 | -48.3% | 0.10% | -48.4% |
NEE | Buy | NEXTERA ENERGY INC COMstock | $148,000 | +7.2% | 1,884 | +0.1% | 0.09% | +10.6% |
WERN | Buy | WERNER ENTERPRISES INC COMstock | $148,000 | -0.7% | 3,350 | +0.3% | 0.09% | +2.2% |
UMPQ | Buy | UMPQUA HLDGS CORP COMstock | $147,000 | +44.1% | 7,280 | +31.4% | 0.09% | +47.6% |
SO | Buy | SOUTHERN CO COMstock | $142,000 | +2.9% | 2,299 | +0.9% | 0.09% | +5.9% |
FB | FACEBOOK INC CL Astock | $138,000 | -2.8% | 407 | 0.0% | 0.09% | -1.1% | |
DUK | Buy | DUKE ENERGY CORP NEW COM NEWstock | $134,000 | +20.7% | 1,373 | +22.7% | 0.08% | +23.2% |
PSX | Buy | PHILLIPS 66 COMstock | $133,000 | -18.4% | 1,894 | +0.1% | 0.08% | -16.8% |
O | Buy | REALTY INCOME CORP COMreit | $131,000 | +12.0% | 2,024 | +15.5% | 0.08% | +15.3% |
LMBS | Buy | FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETFetf | $126,000 | 0.0% | 2,481 | +0.5% | 0.08% | +2.6% |
EINC | Sell | VANECK ENERGY INCOME ETFetf | $126,000 | -11.9% | 2,331 | -8.9% | 0.08% | -9.1% |
QTUM | Buy | DEFIANCE QUANTUM ETFetf | $123,000 | +0.8% | 2,450 | +0.1% | 0.08% | +4.0% |
LOW | Sell | LOWES COS INC COMstock | $122,000 | +3.4% | 601 | -1.0% | 0.08% | +5.5% |
IVW | ISHARES S&P 500 GROWTH ETFetf | $120,000 | +1.7% | 1,624 | 0.0% | 0.08% | +4.1% | |
BX | Buy | BLACKSTONE INC COMstock | $117,000 | +20.6% | 1,004 | +0.7% | 0.07% | +23.3% |
USIG | Buy | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETFetf | $115,000 | 0.0% | 1,911 | +0.5% | 0.07% | +2.8% |
JEPI | Sell | JPMORGAN EQUITY PREMIUM INCOME ETFetf | $116,000 | -55.9% | 1,944 | -55.2% | 0.07% | -54.9% |
ESGE | Sell | ISHARES MSCI EM ESG SELECT ETFetf | $113,000 | -16.9% | 2,737 | -9.4% | 0.07% | -14.3% |
AVGO | Buy | BROADCOM INC COMstock | $110,000 | +6.8% | 227 | +4.6% | 0.07% | +9.4% |
MTUM | Sell | ISHARES MSCI USA MOMENTUM FACTOR ETFetf | $108,000 | -91.4% | 613 | -91.6% | 0.07% | -91.3% |
WFC | Buy | WELLS FARGO CO NEW COMstock | $107,000 | +2.9% | 2,304 | +0.1% | 0.07% | +6.2% |
SPY | SPDR S&P 500 ETFetf | $108,000 | 0.0% | 252 | 0.0% | 0.07% | +1.5% | |
IGT | INTERNATIONAL GAME TECHNOLOGY SHS USDstock | $108,000 | +10.2% | 4,100 | 0.0% | 0.07% | +11.5% | |
ITW | Buy | ILLINOIS TOOL WKS INC COMstock | $107,000 | -7.0% | 518 | +0.4% | 0.07% | -4.2% |
AGG | Buy | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $108,000 | 0.0% | 944 | +0.5% | 0.07% | +1.5% |
TGT | Buy | TARGET CORP COMstock | $105,000 | +38.2% | 457 | +45.1% | 0.07% | +42.6% |
LGLV | Sell | SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETFetf | $106,000 | -8.6% | 791 | -9.2% | 0.07% | -6.9% |
SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETFetf | $105,000 | 0.0% | 975 | 0.0% | 0.07% | +3.1% | |
SMMU | Buy | PIMCO SHORT TERM MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUNDetf | $104,000 | +36.8% | 2,020 | +37.4% | 0.07% | +40.4% |
VGSH | Sell | VANGUARD SHORT-TERM GOVERNMENT BOND ETFetf | $101,000 | -25.7% | 1,650 | -25.7% | 0.06% | -23.8% |
TXN | Buy | TEXAS INSTRS INC COMstock | $100,000 | +4.2% | 521 | +4.6% | 0.06% | +6.8% |
C | Buy | CITIGROUP INC COM NEWstock | $99,000 | 0.0% | 1,412 | +0.5% | 0.06% | +3.3% |
SPLB | Buy | SPDR PORTFOLIO LONG TERM CORPORATE BOND ETFetf | $99,000 | -1.0% | 3,147 | +0.3% | 0.06% | +1.6% |
PBCT | Buy | PEOPLES UNITED FINANCIAL INC COMstock | $98,000 | +4.3% | 5,601 | +1.6% | 0.06% | +6.9% |
FIVG | Sell | DEFIANCE NEXT GEN CONNECTIVITY ETFetf | $97,000 | -5.8% | 2,679 | -0.8% | 0.06% | -4.7% |
CMCSA | Buy | COMCAST CORP NEW CL Astock | $97,000 | -1.0% | 1,727 | +0.1% | 0.06% | 0.0% |
IWP | Sell | ISHARES RUSSELL MID-CAP GROWTH ETFetf | $94,000 | -31.9% | 836 | -31.6% | 0.06% | -29.4% |
TJX | Buy | TJX COS INC NEW COMstock | $93,000 | +5.7% | 1,404 | +7.7% | 0.06% | +9.3% |
GD | Buy | GENERAL DYNAMICS CORP COMstock | $91,000 | +16.7% | 464 | +12.3% | 0.06% | +20.8% |
ED | Buy | CONSOLIDATED EDISON INC COMstock | $92,000 | +16.5% | 1,263 | +14.8% | 0.06% | +18.4% |
MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDetf | $90,000 | 0.0% | 880 | 0.0% | 0.06% | +1.8% | |
RTX | RAYTHEON TECHNOLOGIES CORP COMstock | $88,000 | +1.1% | 1,021 | 0.0% | 0.06% | +3.7% | |
GLD | Buy | SPDR GOLD SHARESetf | $89,000 | +1.1% | 545 | +2.8% | 0.06% | +3.7% |
SMB | Buy | VANECK SHORT MUNI ETFetf | $89,000 | +11.2% | 4,950 | +11.2% | 0.06% | +14.3% |
LLY | Sell | LILLY ELI & CO COMstock | $89,000 | -24.6% | 386 | -25.0% | 0.06% | -23.3% |
New | GENERAL ELECTRIC CO COM NEWstock | $89,000 | – | 861 | +100.0% | 0.06% | – | |
UNH | Buy | UNITEDHEALTH GROUP INC COMstock | $88,000 | -2.2% | 224 | +0.4% | 0.06% | 0.0% |
VGT | Sell | VANGUARD INFORMATION TECHNOLOGY INDEX FUNDetf | $87,000 | -15.5% | 218 | -15.5% | 0.06% | -14.1% |
YUM | YUM BRANDS INC COMstock | $85,000 | +6.2% | 698 | 0.0% | 0.05% | +10.2% | |
DE | Buy | DEERE & CO COMstock | $85,000 | +41.7% | 255 | +50.9% | 0.05% | +45.9% |
ITM | Buy | VANECK INTERMEDIATE MUNI ETFetf | $86,000 | +10.3% | 1,685 | +12.0% | 0.05% | +12.5% |
PFF | Buy | ISHARES PREFERRED AND INCOME SECURITIES ETFetf | $86,000 | 0.0% | 2,205 | +1.2% | 0.05% | +1.9% |
ROBO | Sell | ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETFetf | $83,000 | -3.5% | 1,295 | -1.4% | 0.05% | 0.0% |
LQD | Buy | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf | $82,000 | 0.0% | 616 | +0.7% | 0.05% | +2.0% |
IJH | ISHARES S&P MIDCAP FUNDetf | $82,000 | -2.4% | 311 | 0.0% | 0.05% | 0.0% | |
PFM | Buy | INVESCO DIVIDEND ACHIEVERS ETFetf | $80,000 | +9.6% | 2,215 | +9.4% | 0.05% | +13.3% |
MA | MASTERCARD INCORPORATED CL Astock | $79,000 | -4.8% | 228 | 0.0% | 0.05% | -2.0% | |
CTAS | Buy | CINTAS CORP COMstock | $78,000 | 0.0% | 206 | +0.5% | 0.05% | +2.1% |
PM | Buy | PHILIP MORRIS INTL INC COMstock | $77,000 | +18.5% | 815 | +23.5% | 0.05% | +22.5% |
VLO | Buy | VALERO ENERGY CORP COMstock | $77,000 | -9.4% | 1,095 | +0.8% | 0.05% | -5.8% |
HSY | Sell | HERSHEY CO COMstock | $78,000 | -7.1% | 464 | -3.7% | 0.05% | -5.8% |
AEP | Buy | AMERICAN ELEC PWR CO INC COMstock | $75,000 | +29.3% | 918 | +33.6% | 0.05% | +33.3% |
MO | Buy | ALTRIA GROUP INC COMstock | $75,000 | -2.6% | 1,643 | +1.2% | 0.05% | 0.0% |
IVE | ISHARES S&P 500 VALUE ETFetf | $74,000 | -1.3% | 509 | 0.0% | 0.05% | +2.2% | |
FTC | Buy | FIRST TRUST LARGE CAP GROWTH OPPORTUNITIES ALPHADEX FUNDetf | $74,000 | +1.4% | 666 | +0.2% | 0.05% | +4.4% |
HYG | Buy | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFetf | $74,000 | 0.0% | 844 | +1.1% | 0.05% | +2.2% |
AFL | Buy | AFLAC INC COMstock | $74,000 | +34.5% | 1,419 | +39.7% | 0.05% | +38.2% |
VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETFetf | $74,000 | 0.0% | 1,390 | 0.0% | 0.05% | +2.2% | |
GOOG | ALPHABET INC CAP STK CL Cstock | $72,000 | +5.9% | 27 | 0.0% | 0.05% | +9.5% | |
FITB | Sell | FIFTH THIRD BANCORP COMstock | $73,000 | -34.2% | 1,709 | -41.0% | 0.05% | -33.3% |
SEDG | SOLAREDGE TECHNOLOGIES INC COMstock | $72,000 | -4.0% | 273 | 0.0% | 0.05% | 0.0% | |
RDSA | Buy | ROYAL DUTCH SHELL PLC SPONS ADR Aadr | $72,000 | +10.8% | 1,612 | +0.7% | 0.05% | +15.0% |
XLU | Buy | UTILITIES SELECT SECTOR SPDR FUNDetf | $71,000 | +1083.3% | 1,115 | +1015.0% | 0.04% | +1025.0% |
RSP | Sell | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $71,000 | -13.4% | 471 | -13.7% | 0.04% | -11.8% |
AWK | AMERICAN WTR WKS CO INC NEW COMstock | $71,000 | +10.9% | 418 | 0.0% | 0.04% | +12.5% | |
BEN | Buy | FRANKLIN RESOURCES INC COMstock | $71,000 | +36.5% | 2,389 | +46.0% | 0.04% | +40.6% |
IEUR | Sell | ISHARES CORE MSCI EUROPE ETFetf | $70,000 | -9.1% | 1,248 | -7.6% | 0.04% | -8.3% |
QQEW | Sell | FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUNDetf | $68,000 | -21.8% | 616 | -20.3% | 0.04% | -20.4% |
TRV | Buy | TRAVELERS COMPANIES INC COMstock | $66,000 | +1.5% | 437 | +0.7% | 0.04% | +5.0% |
IYZ | Buy | ISHARES U.S. TELECOMMUNICATIONS ETFetf | $67,000 | -2.9% | 2,068 | +0.0% | 0.04% | -2.3% |
TMO | THERMO FISHER SCIENTIFIC INC COMstock | $66,000 | +11.9% | 116 | 0.0% | 0.04% | +16.7% | |
CRM | Buy | SALESFORCE COM INC COMstock | $65,000 | +62.5% | 240 | +48.1% | 0.04% | +64.0% |
EVRG | EVERGY INC COMstock | $65,000 | +3.2% | 1,050 | 0.0% | 0.04% | +5.1% | |
ITOT | Sell | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf | $64,000 | -8.6% | 650 | -8.5% | 0.04% | -4.7% |
ZTS | ZOETIS INC CL Astock | $65,000 | +3.2% | 336 | 0.0% | 0.04% | +5.1% | |
FDLO | Buy | FIDELITY LOW VOLATILITY FACTOR ETFetf | $63,000 | +16.7% | 1,317 | +15.8% | 0.04% | +21.2% |
IWB | Buy | ISHARES RUSSELL 1000 ETFetf | $63,000 | 0.0% | 262 | +0.4% | 0.04% | +2.6% |
PAYC | PAYCOM SOFTWARE INC COMstock | $63,000 | +37.0% | 127 | 0.0% | 0.04% | +42.9% | |
EPD | ENTERPRISE PRODS PARTNERS L P COMstock | $61,000 | -10.3% | 2,813 | 0.0% | 0.04% | -7.1% | |
SCHV | Buy | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $61,000 | +79.4% | 900 | +83.7% | 0.04% | +85.7% |
RGR | Buy | STURM RUGER & CO INC COMstock | $60,000 | -17.8% | 811 | +0.1% | 0.04% | -15.6% |
IHI | Buy | ISHARES U.S. MEDICAL DEVICES ETFetf | $60,000 | -1.6% | 949 | +464.9% | 0.04% | 0.0% |
PRU | Sell | PRUDENTIAL FINL INC COMstock | $59,000 | -13.2% | 560 | -15.2% | 0.04% | -11.9% |
RODM | Sell | HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETFetf | $58,000 | -25.6% | 1,938 | -23.9% | 0.04% | -22.9% |
SHOP | Buy | SHOPIFY INC CL Astock | $58,000 | +222.2% | 43 | +258.3% | 0.04% | +236.4% |
BOCT | INNOVATOR U.S. EQUITY BUFFER ETF A OCTOBERetf | $59,000 | +1.7% | 1,800 | 0.0% | 0.04% | +2.8% | |
EPRF | INNOVATOR S&P INVESTMENT GRADE PREFERRED ETFetf | $55,000 | -1.8% | 2,300 | 0.0% | 0.04% | 0.0% | |
D | Buy | DOMINION ENERGY INC COMstock | $56,000 | +3.7% | 769 | +4.2% | 0.04% | +6.1% |
TFC | TRUIST FINL CORP COMstock | $53,000 | +6.0% | 900 | 0.0% | 0.03% | +9.7% | |
JNK | Buy | SPDR BLOOMBERG HIGH YIELD BOND ETFetf | $51,000 | 0.0% | 466 | +1.1% | 0.03% | +3.2% |
DIVO | Sell | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETFetf | $51,000 | -61.1% | 1,450 | -60.4% | 0.03% | -60.5% |
NVO | Sell | NOVO-NORDISK A S ADRadr | $51,000 | -54.5% | 535 | -60.1% | 0.03% | -53.6% |
RVNU | Buy | X-TRACKERS MUNICIPAL INFRASTRUCTURE REVENUE BOND ETFetf | $50,000 | -2.0% | 1,732 | +0.6% | 0.03% | +3.2% |
IGIB | Buy | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $51,000 | -1.9% | 856 | +0.6% | 0.03% | 0.0% |
NVS | NOVARTIS AG SPONSORED ADRadr | $49,000 | -10.9% | 600 | 0.0% | 0.03% | -8.8% | |
DLR | Sell | DIGITAL RLTY TR INC COMreit | $49,000 | -15.5% | 336 | -13.4% | 0.03% | -13.9% |
SCHO | Sell | SCHWAB SHORT-TERM U.S. TREASURY ETFetf | $48,000 | -60.0% | 940 | -59.8% | 0.03% | -59.5% |
SHLX | Buy | SHELL MIDSTREAM PARTNERS L P UNIT LTD INTstock | $47,000 | -17.5% | 3,954 | +2.4% | 0.03% | -14.3% |
ARE | Buy | ALEXANDRIA REAL ESTATE EQ INC COMreit | $48,000 | +6.7% | 253 | +3.3% | 0.03% | +7.1% |
MRNA | Sell | MODERNA INC COMstock | $48,000 | -34.2% | 126 | -59.5% | 0.03% | -33.3% |
IP | INTERNATIONAL PAPER CO COMstock | $46,000 | -9.8% | 830 | 0.0% | 0.03% | -6.5% | |
FAAR | Buy | FIRST TRUST ALTERNATIVE ABSOLUTE RETURN STRATEGY ETFetf | $46,000 | 0.0% | 1,512 | +0.1% | 0.03% | +3.6% |
JPST | JPMORGAN ULTRA-SHORT INCOME ETFetf | $45,000 | 0.0% | 880 | 0.0% | 0.03% | +3.6% | |
RSG | Buy | REPUBLIC SVCS INC COMstock | $45,000 | +9.8% | 377 | +0.5% | 0.03% | +16.0% |
FTCS | Buy | FIRST TRUST CAPITAL STRENGTH ETFetf | $44,000 | 0.0% | 584 | +0.2% | 0.03% | +3.7% |
DBI | DESIGNER BRANDS INC CL Astock | $43,000 | -15.7% | 3,077 | 0.0% | 0.03% | -12.9% | |
WEC | Buy | WEC ENERGY GROUP INC COMstock | $43,000 | 0.0% | 488 | +0.6% | 0.03% | 0.0% |
PROSPECT CAP CORP 4.95 07/15/2022convertible | $43,000 | 0.0% | 42,000 | 0.0% | 0.03% | 0.0% | ||
SPXL | Sell | DIREXION DAILY S&P 500 BULL 3X SHARESetf | $42,000 | -17.6% | 394 | -17.7% | 0.03% | -12.9% |
SWKS | Sell | SKYWORKS SOLUTIONS INC COMstock | $43,000 | -28.3% | 258 | -17.6% | 0.03% | -27.0% |
MDT | Buy | MEDTRONIC PLC SHSstock | $41,000 | +2.5% | 325 | +0.3% | 0.03% | +4.0% |
INTU | Buy | INTUIT COMstock | $41,000 | +10.8% | 77 | +1.3% | 0.03% | +13.0% |
YUMC | YUM CHINA HLDGS INC COMstock | $41,000 | -10.9% | 697 | 0.0% | 0.03% | -7.1% | |
BDX | Buy | BECTON DICKINSON & CO COMstock | $40,000 | 0.0% | 164 | +0.6% | 0.02% | 0.0% |
MGM | MGM RESORTS INTERNATIONAL COMstock | $40,000 | +2.6% | 921 | 0.0% | 0.02% | +4.2% | |
BLACKROCK TCP CAPITAL CORP 4.625 03/01/2022convertible | $40,000 | -2.4% | 40,000 | 0.0% | 0.02% | 0.0% | ||
MDLZ | MONDELEZ INTL INC CL Astock | $39,000 | -7.1% | 674 | 0.0% | 0.02% | -3.8% | |
FVD | Buy | FIRST TRUST VALUE LINE DIVIDEND INDEX FUNDetf | $39,000 | 0.0% | 984 | +0.4% | 0.02% | +4.2% |
PDP | Buy | INVESCO DWA MOMENTUM ETFetf | $40,000 | 0.0% | 452 | +0.2% | 0.02% | 0.0% |
NUAN | NUANCE COMMUNICATIONS INC COMstock | $39,000 | +2.6% | 703 | 0.0% | 0.02% | +8.7% | |
ASAN | ASANA INC CL Astock | $40,000 | +66.7% | 382 | 0.0% | 0.02% | +66.7% | |
NUSI | New | NATIONWIDE RISK-MANAGED INCOME ETFetf | $38,000 | – | 1,390 | +100.0% | 0.02% | – |
SAVE | Buy | SPIRIT AIRLS INC COMstock | $38,000 | +216.7% | 1,460 | +265.0% | 0.02% | +242.9% |
BP | Buy | BP PLC SPONSORED ADRadr | $38,000 | +5.6% | 1,380 | +0.7% | 0.02% | +9.1% |
NKE | Buy | NIKE INC CL Bstock | $37,000 | -5.1% | 252 | +0.4% | 0.02% | -4.2% |
DOW | Sell | DOW INC COMstock | $36,000 | -46.3% | 633 | -39.9% | 0.02% | -43.9% |
WLL | WHITING PETE CORP NEW COM NEWstock | $36,000 | +5.9% | 618 | 0.0% | 0.02% | +9.5% | |
ARKK | Buy | ARK INNOVATION ETFetf | $37,000 | +32.1% | 336 | +57.0% | 0.02% | +35.3% |
AXP | Buy | AMERICAN EXPRESS CO COMstock | $37,000 | 0.0% | 224 | +0.4% | 0.02% | 0.0% |
FE | FIRSTENERGY CORP COMstock | $37,000 | -5.1% | 1,050 | 0.0% | 0.02% | -4.2% | |
CRNC | CERENCE INC COMstock | $37,000 | -9.8% | 381 | 0.0% | 0.02% | -8.0% | |
HAS | Buy | HASBRO INC COMstock | $35,000 | -5.4% | 389 | +0.8% | 0.02% | -4.3% |
RY | ROYAL BK CDA COMstock | $35,000 | 0.0% | 350 | 0.0% | 0.02% | 0.0% | |
IWF | Sell | ISHARES RUSSELL 1000 GROWTH ETFetf | $34,000 | -64.2% | 125 | -64.3% | 0.02% | -62.7% |
WSC | WILLSCOT MOBIL MINI HLDNG CORP COM CL Astock | $35,000 | +12.9% | 1,116 | 0.0% | 0.02% | +15.8% | |
SNCY | New | SUN CTRY AIRLS HLDGS INC COMstock | $34,000 | – | 1,000 | +100.0% | 0.02% | – |
HYLS | Buy | FIRST TRUST TACTICAL HIGH YIELD ETFetf | $34,000 | +3.0% | 699 | +1.5% | 0.02% | +10.0% |
TSLA | Sell | TESLA INC COMstock | $33,000 | -23.3% | 43 | -31.7% | 0.02% | -22.2% |
CSX | Buy | CSX CORP COMstock | $33,000 | -8.3% | 1,113 | +0.2% | 0.02% | -4.5% |
ROBT | Buy | FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE AND ROBOTICS ETFetf | $33,000 | +13.8% | 613 | +15.2% | 0.02% | +16.7% |
ROST | Buy | ROSS STORES INC COMstock | $33,000 | +26.9% | 307 | +48.3% | 0.02% | +31.2% |
ATVI | ACTIVISION BLIZZARD INC COMstock | $33,000 | -19.5% | 427 | 0.0% | 0.02% | -16.0% | |
OKE | Buy | ONEOK INC NEW COMstock | $31,000 | +6.9% | 536 | +1.9% | 0.02% | +11.1% |
RWL | INVESCO S&P 500 REVENUE ETFetf | $31,000 | -3.1% | 429 | 0.0% | 0.02% | 0.0% | |
MKC | Buy | MCCORMICK & CO INC COM NON VTGstock | $32,000 | -8.6% | 399 | +0.5% | 0.02% | -9.1% |
BOTZ | Buy | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETFetf | $32,000 | +3.2% | 874 | +0.1% | 0.02% | +5.3% |
SQ | Buy | SQUARE INC CL Astock | $30,000 | 0.0% | 123 | +0.8% | 0.02% | 0.0% |
TER | TERADYNE INC COMstock | $30,000 | -18.9% | 277 | 0.0% | 0.02% | -17.4% | |
FMF | FIRST TRUST MANAGED FUTURES STRATEGY FUNDetf | $28,000 | -3.4% | 598 | 0.0% | 0.02% | 0.0% | |
CCI | Buy | CROWN CASTLE INTL CORP NEW COMreit | $29,000 | -12.1% | 169 | +0.6% | 0.02% | -10.0% |
MMP | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LPstock | $28,000 | -6.7% | 608 | 0.0% | 0.02% | -5.3% | |
FDN | FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDXetf | $29,000 | -3.3% | 124 | 0.0% | 0.02% | -5.3% | |
SRE | SEMPRA COMstock | $29,000 | -6.5% | 231 | 0.0% | 0.02% | -5.3% | |
FTA | Buy | FIRST TRUST LARGE CAP VALUE OPPORTUNITIES ALPHADEX FUNDetf | $29,000 | -3.3% | 452 | +0.7% | 0.02% | -5.3% |
CDNS | CADENCE DESIGN SYSTEM INC COMstock | $28,000 | +12.0% | 182 | 0.0% | 0.02% | +20.0% | |
SPTL | Sell | SPDR PORTFOLIO LONG TERM TREASURY ETFetf | $29,000 | -69.8% | 700 | -69.8% | 0.02% | -69.5% |
SPAB | SPDR PORTFOLIO AGGREGATE BOND ETFetf | $28,000 | 0.0% | 931 | 0.0% | 0.02% | +5.9% | |
FPX | FIRST TRUST US EQUITY OPPORTUNITIES ETFetf | $28,000 | -3.4% | 224 | 0.0% | 0.02% | 0.0% | |
FTSM | Buy | FIRST TRUST ENHANCED SHORT MATURITY ETFetf | $27,000 | 0.0% | 446 | +0.2% | 0.02% | 0.0% |
TTD | THE TRADE DESK INC COM CL Astock | $27,000 | -6.9% | 380 | 0.0% | 0.02% | -5.6% | |
DOCU | Sell | DOCUSIGN INC COMstock | $27,000 | -35.7% | 105 | -30.9% | 0.02% | -34.6% |
STOR | STORE CAP CORP COMreit | $27,000 | -6.9% | 830 | 0.0% | 0.02% | -5.6% | |
HPF | Buy | HANCOCK JOHN PFD INCOME FD II COMcef | $27,000 | +3.8% | 1,227 | +0.1% | 0.02% | +6.2% |
QRVO | QORVO INC COMstock | $27,000 | -12.9% | 159 | 0.0% | 0.02% | -10.5% | |
SIZE | Sell | ISHARES MSCI USA SIZE FACTOR ETFetf | $26,000 | -40.9% | 207 | -39.3% | 0.02% | -40.7% |
SLV | Buy | ISHARES SILVER TRUSTetf | $25,000 | -7.4% | 1,224 | +10.2% | 0.02% | -5.9% |
WRB | Buy | BERKLEY W R CORP COMstock | $26,000 | 0.0% | 351 | +1.2% | 0.02% | 0.0% |
FDT | Buy | FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUNDetf | $26,000 | 0.0% | 423 | +0.2% | 0.02% | 0.0% |
K | KELLOGG CO COMstock | $26,000 | 0.0% | 400 | 0.0% | 0.02% | 0.0% | |
ENB | Buy | ENBRIDGE INC COMstock | $25,000 | 0.0% | 619 | +0.7% | 0.02% | +6.7% |
BTT | BLACKROCK MUN TARGET TERM TR COM SHS BEN INcef | $23,000 | -4.2% | 910 | 0.0% | 0.02% | 0.0% | |
SYY | Buy | SYSCO CORP COMstock | $23,000 | +4.5% | 288 | +0.7% | 0.02% | +7.1% |
GAB | Buy | GABELLI EQUITY TR INC COMcef | $23,000 | +4.5% | 3,522 | +12.2% | 0.02% | +7.1% |
LKQ | LKQ CORP COMstock | $23,000 | 0.0% | 466 | 0.0% | 0.02% | +7.1% | |
VYMI | Buy | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETFetf | $24,000 | +140.0% | 368 | +162.9% | 0.02% | +150.0% |
KEYS | KEYSIGHT TECHNOLOGIES INC COMstock | $23,000 | +9.5% | 139 | 0.0% | 0.02% | +15.4% | |
MRVL | Sell | MARVELL TECHNOLOGY INC COMstock | $24,000 | -11.1% | 394 | -13.8% | 0.02% | -11.8% |
DCP | DCP MIDSTREAM LP COM UT LTD PTNstock | $24,000 | -7.7% | 852 | 0.0% | 0.02% | -6.2% | |
FEM | Buy | FIRST TRUST EMERGING MARKETS ALPHADEX FUNDetf | $24,000 | -4.0% | 895 | +2.1% | 0.02% | 0.0% |
SCHI | Buy | SCHWAB 5-10 YEAR CORPORATE BOND ETFetf | $23,000 | 0.0% | 438 | +0.5% | 0.02% | +7.1% |
SIVR | ABERDEEN STANDARD PHYSICAL SILVER SHARES ETFetf | $23,000 | -14.8% | 1,085 | 0.0% | 0.02% | -11.8% | |
AAL | Sell | AMERICAN AIRLS GROUP INC COMstock | $22,000 | -50.0% | 1,068 | -48.4% | 0.01% | -48.1% |
ETR | Buy | ENTERGY CORP NEW COMstock | $22,000 | 0.0% | 222 | +0.9% | 0.01% | 0.0% |
STE | STERIS PLC SHS USDstock | $22,000 | 0.0% | 106 | 0.0% | 0.01% | 0.0% | |
DEO | DIAGEO PLC SPON ADR NEWadr | $21,000 | 0.0% | 111 | 0.0% | 0.01% | 0.0% | |
SLQD | Buy | ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $20,000 | 0.0% | 382 | +0.5% | 0.01% | +8.3% |
JBLU | New | JETBLUE AWYS CORP COMstock | $20,000 | – | 1,300 | +100.0% | 0.01% | – |
TDOC | Buy | TELADOC HEALTH INC COMstock | $21,000 | -4.5% | 167 | +24.6% | 0.01% | -7.1% |
PAVE | Sell | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETFetf | $20,000 | -9.1% | 800 | -4.2% | 0.01% | -7.1% |
ORCL | ORACLE CORP COMstock | $21,000 | +10.5% | 246 | 0.0% | 0.01% | +8.3% | |
NFLX | NETFLIX INC COMstock | $20,000 | +17.6% | 32 | 0.0% | 0.01% | +30.0% | |
CARR | CARRIER GLOBAL CORPORATION COMstock | $21,000 | +10.5% | 400 | 0.0% | 0.01% | +8.3% | |
CIBR | Buy | FIRST TRUST NASDAQ CEA CYBERSECURITY ETFetf | $21,000 | +162.5% | 435 | +155.9% | 0.01% | +160.0% |
MU | MICRON TECHNOLOGY INC COMstock | $21,000 | -16.0% | 290 | 0.0% | 0.01% | -13.3% | |
BBY | New | BEST BUY INC COMstock | $21,000 | – | 200 | +100.0% | 0.01% | – |
NOW | Sell | SERVICENOW INC COMstock | $20,000 | -41.2% | 32 | -48.4% | 0.01% | -38.1% |
IMCV | ISHARES MORNINGSTAR MID-CAP VALUE ETFetf | $20,000 | 0.0% | 315 | 0.0% | 0.01% | +8.3% | |
IWD | ISHARES RUSSELL 1000 VALUE ETFetf | $20,000 | -4.8% | 130 | 0.0% | 0.01% | 0.0% | |
UNP | UNION PAC CORP COMstock | $20,000 | -9.1% | 100 | 0.0% | 0.01% | -7.1% | |
LITE | LUMENTUM HLDGS INC COMstock | $20,000 | 0.0% | 242 | 0.0% | 0.01% | +8.3% | |
U | Sell | UNITY SOFTWARE INC COMstock | $21,000 | +5.0% | 163 | -8.9% | 0.01% | +8.3% |
TLT | Buy | ISHARES 20 YEAR TREASURY BOND ETFetf | $19,000 | 0.0% | 129 | +0.8% | 0.01% | 0.0% |
PHO | Sell | INVESCO WATER RESOURCES ETFetf | $19,000 | -13.6% | 353 | -14.3% | 0.01% | -14.3% |
FREL | Buy | FIDELITY MSCI REAL ESTATE INDEX ETFetf | $19,000 | 0.0% | 612 | +0.7% | 0.01% | 0.0% |
NI | New | NISOURCE INC COMstock | $19,000 | – | 800 | +100.0% | 0.01% | – |
PLUG | Buy | PLUG POWER INC COM NEWstock | $19,000 | 0.0% | 762 | +35.6% | 0.01% | 0.0% |
CAH | New | CARDINAL HEALTH INC COMstock | $19,000 | – | 375 | +100.0% | 0.01% | – |
IGD | Buy | VOYA GLBL EQTY DIV & PREM OPP COMcef | $19,000 | 0.0% | 3,178 | +1.5% | 0.01% | 0.0% |
HFC | HOLLYFRONTIER CORP COMstock | $17,000 | 0.0% | 504 | 0.0% | 0.01% | +10.0% | |
ALL | ALLSTATE CORP COMstock | $18,000 | -5.3% | 145 | 0.0% | 0.01% | -8.3% | |
LUV | SOUTHWEST AIRLS CO COMstock | $17,000 | 0.0% | 322 | 0.0% | 0.01% | +10.0% | |
SONO | Buy | SONOS INC COMstock | $18,000 | +12.5% | 561 | +21.7% | 0.01% | +10.0% |
SCI | SERVICE CORP INTL COMstock | $17,000 | +13.3% | 274 | 0.0% | 0.01% | +22.2% | |
GILD | GILEAD SCIENCES INC COMstock | $17,000 | 0.0% | 242 | 0.0% | 0.01% | +10.0% | |
CHD | CHURCH & DWIGHT INC COMstock | $17,000 | 0.0% | 200 | 0.0% | 0.01% | +10.0% | |
CC | Buy | CHEMOURS CO COMstock | $17,000 | -15.0% | 585 | +0.3% | 0.01% | -8.3% |
GM | GENERAL MTRS CO COMstock | $18,000 | -10.0% | 339 | 0.0% | 0.01% | -8.3% | |
BLNK | Buy | BLINK CHARGING CO COMstock | $17,000 | -15.0% | 583 | +20.7% | 0.01% | -8.3% |
APAM | New | ARTISAN PARTNERS ASSET MGMT IN CL Astock | $17,000 | – | 340 | +100.0% | 0.01% | – |
FMB | New | FIRST TRUST MANAGED MUNICIPAL ETFetf | $18,000 | – | 320 | +100.0% | 0.01% | – |
ALRM | ALARM COM HLDGS INC COMstock | $18,000 | -5.3% | 227 | 0.0% | 0.01% | -8.3% | |
DD | DUPONT DE NEMOURS INC COMstock | $17,000 | -15.0% | 256 | 0.0% | 0.01% | -8.3% | |
XLK | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $15,000 | 0.0% | 100 | 0.0% | 0.01% | +11.1% | |
XEL | Buy | XCEL ENERGY INC COMstock | $16,000 | -5.9% | 257 | +0.4% | 0.01% | 0.0% |
WY | WEYERHAEUSER CO MTN BE COM NEWreit | $15,000 | +7.1% | 420 | 0.0% | 0.01% | +11.1% | |
ULCC | New | FRONTIER GROUP HLDGS INC COMstock | $16,000 | – | 1,000 | +100.0% | 0.01% | – |
CTXS | Buy | CITRIX SYS INC COMstock | $16,000 | -5.9% | 145 | +0.7% | 0.01% | 0.0% |
FDX | Sell | FEDEX CORP COMstock | $15,000 | -86.5% | 68 | -81.7% | 0.01% | -85.5% |
LUMN | Buy | LUMEN TECHNOLOGIES INC COMstock | $16,000 | -5.9% | 1,256 | +1.4% | 0.01% | 0.0% |
PAWZ | Buy | PROSHARES PET CARE ETFetf | $15,000 | +15.4% | 193 | +24.5% | 0.01% | +25.0% |
HPE | Buy | HEWLETT PACKARD ENTERPRISE CO COMstock | $15,000 | +15.4% | 1,019 | +14.8% | 0.01% | +25.0% |
TDY | TELEDYNE TECHNOLOGIES INC COMstock | $15,000 | 0.0% | 35 | 0.0% | 0.01% | +11.1% | |
PEG | Buy | PUBLIC SVC ENTERPRISE GRP INC COMstock | $15,000 | +7.1% | 254 | +7.6% | 0.01% | +11.1% |
FEP | Buy | FIRST TRUST EUROPE ALPHADEX FUNDetf | $15,000 | -6.2% | 367 | +0.5% | 0.01% | 0.0% |
MCHI | ISHARES MSCI CHINA ETFetf | $14,000 | -17.6% | 201 | 0.0% | 0.01% | -10.0% | |
SSB | Buy | SOUTHSTATE CORPORATION COMstock | $14,000 | -6.7% | 185 | +1.1% | 0.01% | 0.0% |
J | JACOBS ENGR GROUP INC COMstock | $14,000 | 0.0% | 104 | 0.0% | 0.01% | 0.0% | |
EWW | ISHARES MSCI MEXICO ETFetf | $14,000 | 0.0% | 298 | 0.0% | 0.01% | 0.0% | |
IEF | Buy | ISHARES 7-10 YEAR TREASURY BOND ETFetf | $14,000 | 0.0% | 121 | +0.8% | 0.01% | 0.0% |
DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETFetf | $14,000 | -6.7% | 42 | 0.0% | 0.01% | 0.0% | |
BLOK | AMPLIFY TRANSFORMATIONAL DATA SHARING ETFetf | $13,000 | -7.1% | 302 | 0.0% | 0.01% | -11.1% | |
New | DUTCH BROS INC CL Astock | $13,000 | – | 294 | +100.0% | 0.01% | – | |
ADM | Buy | ARCHER DANIELS MIDLAND CO COMstock | $12,000 | +9.1% | 197 | +9.4% | 0.01% | +14.3% |
OCUL | OCULAR THERAPEUTIX INC COMstock | $13,000 | -27.8% | 1,257 | 0.0% | 0.01% | -27.3% | |
XHE | SPDR S&P HEALTH CARE EQUIPMENT ETFetf | $13,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% | |
F | Buy | FORD MTR CO DEL COMstock | $12,000 | +20.0% | 874 | +29.9% | 0.01% | +33.3% |
AFRM | New | AFFIRM HLDGS INC COM CL Astock | $12,000 | – | 100 | +100.0% | 0.01% | – |
STLD | Buy | STEEL DYNAMICS INC COMstock | $12,000 | +100.0% | 200 | +100.0% | 0.01% | +100.0% |
OTIS | OTIS WORLDWIDE CORP COMstock | $12,000 | 0.0% | 150 | 0.0% | 0.01% | +14.3% | |
PKG | Buy | PACKAGING CORP AMER COMstock | $12,000 | 0.0% | 87 | +1.2% | 0.01% | +14.3% |
EQNR | EQUINOR ASA SPONSORED ADRadr | $13,000 | +18.2% | 505 | 0.0% | 0.01% | +14.3% | |
NET | Sell | CLOUDFLARE INC CL A COMstock | $12,000 | -14.3% | 104 | -20.0% | 0.01% | -11.1% |
FRT | Buy | FEDERAL RLTY INVT TR SH BEN INT NEWreit | $13,000 | +18.2% | 106 | +9.3% | 0.01% | +14.3% |
TMUS | T-MOBILE US INC COMstock | $12,000 | -7.7% | 92 | 0.0% | 0.01% | 0.0% | |
VUG | Sell | VANGUARD GROWTH INDEX FUNDetf | $12,000 | -7.7% | 42 | -8.7% | 0.01% | 0.0% |
AMD | Buy | ADVANCED MICRO DEVICES INC COMstock | $12,000 | +50.0% | 112 | +28.7% | 0.01% | +60.0% |
CCL | New | CARNIVAL CORP PAIRED CTFstock | $13,000 | – | 500 | +100.0% | 0.01% | – |
VRTX | VERTEX PHARMACEUTICALS INC COMstock | $12,000 | -7.7% | 65 | 0.0% | 0.01% | 0.0% | |
CTVA | CORTEVA INC COMstock | $11,000 | 0.0% | 256 | 0.0% | 0.01% | 0.0% | |
INDA | ISHARES MSCI INDIA INDEX FUNDetf | $11,000 | +10.0% | 218 | 0.0% | 0.01% | +16.7% | |
ARCC | Buy | ARES CAPITAL CORP COMcef | $11,000 | 0.0% | 553 | +0.7% | 0.01% | 0.0% |
THO | Buy | THOR INDS INC COMstock | $11,000 | +10.0% | 86 | +1.2% | 0.01% | +16.7% |
KEY | Sell | KEYCORP COMstock | $11,000 | -86.2% | 504 | -87.0% | 0.01% | -85.7% |
SHV | Sell | ISHARES SHORT TREASURY BOND ETFetf | $11,000 | -85.9% | 100 | -85.9% | 0.01% | -85.4% |
THERATECHNOLOGIES INC 5.75 06/30/2023convertible | $11,000 | 0.0% | 12,000 | 0.0% | 0.01% | 0.0% | ||
ISRG | Buy | INTUITIVE SURGICAL INC COM NEWstock | $11,000 | +120.0% | 11 | +120.0% | 0.01% | +133.3% |
GOLD | Buy | BARRICK GOLD CORP COMstock | $11,000 | +83.3% | 584 | +108.6% | 0.01% | +75.0% |
IXN | Buy | ISHARES GLOBAL TECH ETFetf | $11,000 | 0.0% | 189 | +509.7% | 0.01% | 0.0% |
CLH | CLEAN HARBORS INC COMstock | $11,000 | +10.0% | 106 | 0.0% | 0.01% | +16.7% | |
IJK | ISHARES S&P MID-CAP 400 GROWTH ETFetf | $11,000 | 0.0% | 137 | 0.0% | 0.01% | 0.0% | |
ICE | Buy | INTERCONTINENTAL EXCHANGE INC COMstock | $10,000 | 0.0% | 91 | +11.0% | 0.01% | 0.0% |
BB | New | BLACKBERRY LTD COMstock | $10,000 | – | 1,020 | +100.0% | 0.01% | – |
SYN | Buy | SYNTHETIC BIOLOGICS INC COM NEWstock | $9,000 | -18.2% | 20,418 | +10.9% | 0.01% | -14.3% |
SCHW | Buy | SCHWAB CHARLES CORP COMstock | $10,000 | +11.1% | 141 | +11.9% | 0.01% | 0.0% |
BURL | BURLINGTON STORES INC COMstock | $9,000 | -10.0% | 30 | 0.0% | 0.01% | 0.0% | |
EIS | ISHARES MSCI ISRAEL ETFetf | $10,000 | +11.1% | 133 | 0.0% | 0.01% | 0.0% | |
GUT | Buy | GABELLI UTIL TR COMcef | $10,000 | 0.0% | 1,275 | +2.0% | 0.01% | 0.0% |
KYN | KAYNE ANDERSON ENERGY INFRSTR COMcef | $9,000 | -10.0% | 1,100 | 0.0% | 0.01% | 0.0% | |
UFPI | UFP INDUSTRIES INC COMstock | $9,000 | -10.0% | 135 | 0.0% | 0.01% | 0.0% | |
IHF | ISHARES U.S. HEALTHCARE PROVIDERS ETFetf | $10,000 | -9.1% | 40 | 0.0% | 0.01% | -14.3% | |
SLYG | SPDR S&P 600 SMALL CAP GROWTH ETFetf | $10,000 | 0.0% | 110 | 0.0% | 0.01% | 0.0% | |
XNTK | SPDR NYSE TECHNOLOGY ETFetf | $10,000 | 0.0% | 65 | 0.0% | 0.01% | 0.0% | |
CEVA | CEVA INC COMstock | $10,000 | -16.7% | 245 | 0.0% | 0.01% | -14.3% | |
A | AGILENT TECHNOLOGIES INC COMstock | $9,000 | 0.0% | 59 | 0.0% | 0.01% | 0.0% | |
HPQ | Buy | HP INC COMstock | $9,000 | -10.0% | 340 | +0.3% | 0.01% | 0.0% |
ARKG | ARK GENOMIC REVOLUTION ETFetf | $10,000 | -16.7% | 135 | 0.0% | 0.01% | -14.3% | |
EIX | Buy | EDISON INTL COMstock | $9,000 | 0.0% | 166 | +1.8% | 0.01% | 0.0% |
STZ | Sell | CONSTELLATION BRANDS INC CL Astock | $9,000 | -74.3% | 43 | -71.1% | 0.01% | -72.7% |
NOBL | Buy | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFetf | $9,000 | 0.0% | 101 | +1.0% | 0.01% | 0.0% |
IYLD | ISHARES MORNINGSTAR MULTI-ASSET INCOME INDEX FUNDetf | $10,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% | |
IYE | Buy | ISHARES U.S. ENERGY ETFetf | $9,000 | 0.0% | 314 | +1.3% | 0.01% | 0.0% |
EBS | EMERGENT BIOSOLUTIONS INC COMstock | $10,000 | -23.1% | 200 | 0.0% | 0.01% | -25.0% | |
IEFA | ISHARES CORE MSCI EAFE ETFetf | $10,000 | 0.0% | 132 | 0.0% | 0.01% | 0.0% | |
JWN | Buy | NORDSTROM INC COMstock | $10,000 | -28.6% | 376 | +0.3% | 0.01% | -33.3% |
DHI | D R HORTON INC COMstock | $9,000 | 0.0% | 103 | 0.0% | 0.01% | 0.0% | |
PSMT | Buy | PRICESMART INC COMstock | $9,000 | -18.2% | 121 | +0.8% | 0.01% | -14.3% |
IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFetf | $9,000 | 0.0% | 128 | 0.0% | 0.01% | 0.0% | |
TGLS | Buy | TECNOGLASS INC SHSstock | $10,000 | 0.0% | 477 | +0.2% | 0.01% | 0.0% |
COLM | COLUMBIA SPORTSWEAR CO COMstock | $10,000 | -9.1% | 109 | 0.0% | 0.01% | -14.3% | |
CIG | CIA ENERGETICA DE MINAS GERAIS SP ADR N-V PFDadr | $10,000 | +11.1% | 3,825 | 0.0% | 0.01% | 0.0% | |
ELP | New | COMPANHIA PARANAENSE ENERG COP SPON ADSadr | $10,000 | – | 1,512 | +100.0% | 0.01% | – |
ALC | ALCON AG ORD SHSstock | $10,000 | +25.0% | 120 | 0.0% | 0.01% | +20.0% | |
FBND | Sell | FIDELITY TOTAL BOND ETFetf | $10,000 | -41.2% | 195 | -37.1% | 0.01% | -40.0% |
XLI | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $10,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% | |
XLY | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $10,000 | 0.0% | 55 | 0.0% | 0.01% | 0.0% | |
ILMN | Sell | ILLUMINA INC COMstock | $8,000 | -80.5% | 20 | -76.7% | 0.01% | -80.0% |
DY | DYCOM INDS INC COMstock | $8,000 | -11.1% | 115 | 0.0% | 0.01% | -16.7% | |
FUTY | FIDELITY MSCI UTILITIES INDEX ETFetf | $8,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% | |
DTE | Buy | DTE ENERGY CO COMstock | $8,000 | -11.1% | 75 | +13.6% | 0.01% | -16.7% |
NVVE | NUVVE HOLDING CORP COMstock | $8,000 | -27.3% | 775 | 0.0% | 0.01% | -28.6% | |
PCAR | PACCAR INC COMstock | $8,000 | -11.1% | 104 | 0.0% | 0.01% | -16.7% | |
HYS | Buy | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUNDetf | $8,000 | 0.0% | 78 | +1.3% | 0.01% | 0.0% |
CHPT | Buy | CHARGEPOINT HOLDINGS INC COM CL Astock | $8,000 | -27.3% | 411 | +32.2% | 0.01% | -28.6% |
HDMV | Buy | FIRST TRUST HORIZON MANAGED VOLATILITY DEVELOPED INTERNATIONAL ETFetf | $8,000 | -11.1% | 274 | +1.1% | 0.01% | -16.7% |
ILCG | ISHARES MORNINGSTAR GROWTH ETFetf | $8,000 | 0.0% | 125 | 0.0% | 0.01% | 0.0% | |
EVBG | EVERBRIDGE INC COMstock | $8,000 | +14.3% | 50 | 0.0% | 0.01% | +25.0% | |
ATO | Buy | ATMOS ENERGY CORP COMstock | $8,000 | +14.3% | 87 | +14.5% | 0.01% | +25.0% |
ZM | Sell | ZOOM VIDEO COMMUNICATIONS INC CL Astock | $8,000 | -55.6% | 32 | -31.9% | 0.01% | -54.5% |
ZNGA | New | ZYNGA INC CL Astock | $8,000 | – | 1,070 | +100.0% | 0.01% | – |
BAB | INVESCO TAXABLE MUNICIPAL BOND ETFetf | $7,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
EBAY | EBAY INC. COMstock | $6,000 | 0.0% | 88 | 0.0% | 0.00% | 0.0% | |
SYNA | SYNAPTICS INC COMstock | $7,000 | +16.7% | 40 | 0.0% | 0.00% | 0.0% | |
SNY | Sell | SANOFI SPONSORED ADRadr | $7,000 | -53.3% | 152 | -47.8% | 0.00% | -55.6% |
GGT | Buy | GABELLI MULTIMEDIA TR INC COMcef | $6,000 | -14.3% | 658 | +2.5% | 0.00% | 0.0% |
RS | New | RELIANCE STEEL & ALUMINUM CO COMstock | $6,000 | – | 40 | +100.0% | 0.00% | – |
HMC | HONDA MOTOR LTD AMERN SHSadr | $7,000 | 0.0% | 219 | 0.0% | 0.00% | 0.0% | |
VALE | Buy | VALE S A SPONSORED ADSadr | $7,000 | -41.7% | 516 | +2.0% | 0.00% | -42.9% |
APPH | Buy | APPHARVEST INC COMstock | $7,000 | -41.7% | 1,048 | +40.9% | 0.00% | -42.9% |
EWZ | ISHARES MSCI BRAZIL ETFetf | $6,000 | -14.3% | 174 | 0.0% | 0.00% | 0.0% | |
ROKT | SPDR S&P KENSHO FINAL FRONTIERS ETFetf | $7,000 | 0.0% | 164 | 0.0% | 0.00% | 0.0% | |
EPI | WISDOMTREE INDIA EARNINGS FUNDetf | $7,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
AMCR | Buy | AMCOR PLC ORDstock | $6,000 | 0.0% | 500 | +1.2% | 0.00% | 0.0% |
LNT | ALLIANT ENERGY CORP COMstock | $6,000 | 0.0% | 114 | 0.0% | 0.00% | 0.0% | |
TLRY | TILRAY INC COM CL 2stock | $6,000 | -40.0% | 534 | 0.0% | 0.00% | -33.3% | |
FNY | FIRST TRUST MID CAP GROWTH ALPHADEX FUNDetf | $7,000 | -12.5% | 104 | 0.0% | 0.00% | -20.0% | |
CGC | CANOPY GROWTH CORP COMstock | $7,000 | -46.2% | 530 | 0.0% | 0.00% | -50.0% | |
FCEL | FUELCELL ENERGY INC COMstock | $7,000 | -22.2% | 1,026 | 0.0% | 0.00% | -33.3% | |
EA | ELECTRONIC ARTS INC COMstock | $7,000 | 0.0% | 46 | 0.0% | 0.00% | 0.0% | |
GREK | GLOBAL X MSCI GREECE ETFetf | $6,000 | -14.3% | 239 | 0.0% | 0.00% | 0.0% | |
AYX | ALTERYX INC COM CL Astock | $7,000 | -12.5% | 91 | 0.0% | 0.00% | -20.0% | |
FBT | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUNDetf | $7,000 | -12.5% | 45 | 0.0% | 0.00% | -20.0% | |
KNX | Buy | KNIGHT-SWIFT TRANSN HLDGS INC CL Astock | $7,000 | 0.0% | 146 | +0.7% | 0.00% | 0.0% |
BEEM | BEAM GLOBAL COMstock | $6,000 | -33.3% | 226 | 0.0% | 0.00% | -33.3% | |
DELL | DELL TECHNOLOGIES INC CL Cstock | $6,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% | |
TRMB | New | TRIMBLE INC COMstock | $6,000 | – | 70 | +100.0% | 0.00% | – |
PEY | INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETFetf | $6,000 | -14.3% | 325 | 0.0% | 0.00% | 0.0% | |
OPEN | Sell | OPENDOOR TECHNOLOGIES INC COMstock | $6,000 | -53.8% | 300 | -59.6% | 0.00% | -50.0% |
IEI | ISHARES 3-7 YEAR TREASURY BOND ETFetf | $7,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
JMIA | JUMIA TECHNOLOGIES AG SPONSORED ADSadr | $6,000 | -40.0% | 314 | 0.0% | 0.00% | -33.3% | |
SIRI | Buy | SIRIUS XM HOLDINGS INC COMstock | $6,000 | -14.3% | 1,026 | +0.1% | 0.00% | 0.0% |
AZO | AUTOZONE INC COMstock | $5,000 | +25.0% | 3 | 0.0% | 0.00% | +50.0% | |
RUN | SUNRUN INC COMstock | $4,000 | -33.3% | 100 | 0.0% | 0.00% | -25.0% | |
PWR | Sell | QUANTA SVCS INC COMstock | $4,000 | -42.9% | 32 | -55.6% | 0.00% | -25.0% |
CRWD | CROWDSTRIKE HLDGS INC CL Astock | $5,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
WAB | WABTEC COMstock | $4,000 | 0.0% | 43 | 0.0% | 0.00% | +50.0% | |
HEXO | Buy | HEXO CORP COM NEWstock | $4,000 | -33.3% | 2,000 | +100.0% | 0.00% | -25.0% |
SPCE | VIRGIN GALACTIC HOLDINGS INC COMstock | $5,000 | -44.4% | 200 | 0.0% | 0.00% | -50.0% | |
KIRK | New | KIRKLANDS INC COMstock | $4,000 | – | 200 | +100.0% | 0.00% | – |
ETSY | ETSY INC COMstock | $4,000 | 0.0% | 20 | 0.0% | 0.00% | +50.0% | |
EXC | Buy | EXELON CORP COMstock | $5,000 | 0.0% | 112 | +1.8% | 0.00% | 0.0% |
CMI | Sell | CUMMINS INC COMstock | $5,000 | -50.0% | 23 | -46.5% | 0.00% | -50.0% |
IDA | Buy | IDACORP INC COMstock | $5,000 | +66.7% | 50 | +66.7% | 0.00% | +50.0% |
TITN | Buy | TITAN MACHY INC COMstock | $5,000 | +66.7% | 200 | +100.0% | 0.00% | +50.0% |
RBLX | Buy | ROBLOX CORP CL Astock | $4,000 | 0.0% | 52 | +23.8% | 0.00% | +50.0% |
KNDI | KANDI TECHNOLOGIES GROUP INC COMstock | $4,000 | -20.0% | 860 | 0.0% | 0.00% | 0.0% | |
FXD | FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUNDetf | $5,000 | 0.0% | 81 | 0.0% | 0.00% | 0.0% | |
UAA | Buy | UNDER ARMOUR INC CL Astock | $4,000 | +300.0% | 200 | +400.0% | 0.00% | +200.0% |
X | Sell | UNITED STATES STL CORP NEW COMstock | $4,000 | -42.9% | 185 | -35.1% | 0.00% | -25.0% |
SUSA | Sell | ISHARES MSCI USA ESG SELECT ETFetf | $4,000 | -20.0% | 42 | -19.2% | 0.00% | 0.0% |
JEF | JEFFERIES FINL GROUP INC COMstock | $4,000 | +33.3% | 101 | 0.0% | 0.00% | +50.0% | |
GPS | New | GAP INC COMstock | $5,000 | – | 200 | +100.0% | 0.00% | – |
VTV | VANGUARD VALUE INDEX FUNDetf | $4,000 | 0.0% | 28 | 0.0% | 0.00% | +50.0% | |
FTSL | Buy | FIRST TRUST SENIOR LOAN FUNDetf | $5,000 | 0.0% | 108 | +1.9% | 0.00% | 0.0% |
TPGY | TPG PACE BEN FIN CORP CL A COMstock | $5,000 | -16.7% | 438 | 0.0% | 0.00% | -25.0% | |
CAT | Sell | CATERPILLAR INC COMstock | $4,000 | -63.6% | 20 | -60.0% | 0.00% | -57.1% |
GVA | GRANITE CONSTR INC COMstock | $5,000 | 0.0% | 116 | 0.0% | 0.00% | 0.0% | |
MRTN | Buy | MARTEN TRANS LTD COMstock | $5,000 | 0.0% | 325 | +0.3% | 0.00% | 0.0% |
CAG | Buy | CONAGRA BRANDS INC COMstock | $5,000 | -16.7% | 156 | +1.3% | 0.00% | -25.0% |
FSLY | FASTLY INC CL Astock | $4,000 | -33.3% | 100 | 0.0% | 0.00% | -25.0% | |
FIW | FIRST TRUST WATER ETFetf | $5,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
POST | POST HLDGS INC COMstock | $4,000 | +33.3% | 32 | 0.0% | 0.00% | +50.0% | |
EDD | Buy | MORGAN STANLEY EMERGING MKTS COMcef | $5,000 | 0.0% | 797 | +1.7% | 0.00% | 0.0% |
Z | New | ZILLOW GROUP INC CL C CAP STKstock | $4,000 | – | 47 | +100.0% | 0.00% | – |
IRBT | New | IROBOT CORP COMstock | $4,000 | – | 48 | +100.0% | 0.00% | – |
HIG | Buy | HARTFORD FINL SVCS GROUP INC COMstock | $4,000 | 0.0% | 63 | +1.6% | 0.00% | +50.0% |
BNTX | BIONTECH SE SPONSORED ADSadr | $5,000 | +25.0% | 20 | 0.0% | 0.00% | +50.0% | |
IWS | Sell | ISHARES RUSSELL MID-CAP VALUE ETFetf | $5,000 | -95.6% | 45 | -95.5% | 0.00% | -95.7% |
MJ | ETFMG ALTERNATIVE HARVEST ETFetf | $4,000 | -20.0% | 250 | 0.0% | 0.00% | 0.0% | |
LORL | LORAL SPACE & COM INC COMstock | $4,000 | 0.0% | 100 | 0.0% | 0.00% | +50.0% | |
DAL | DELTA AIR LINES INC DEL COM NEWstock | $4,000 | 0.0% | 100 | 0.0% | 0.00% | +50.0% | |
IWM | ISHARES RUSSELL 2000 ETFetf | $5,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
AMTX | New | AEMETIS INC COM NEWstock | $5,000 | – | 300 | +100.0% | 0.00% | – |
WTMF | WISDOMTREE MANAGED FUTURES STRATEGY FUNDetf | $4,000 | 0.0% | 100 | 0.0% | 0.00% | +50.0% | |
QGEN | QIAGEN NV SHS NEWstock | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
JETS | Sell | U.S. GLOBAL JETS ETFetf | $4,000 | -63.6% | 150 | -66.7% | 0.00% | -57.1% |
DNP | DNP SELECT INCOME FD INC COMcef | $4,000 | 0.0% | 400 | 0.0% | 0.00% | +50.0% | |
PRTY | New | PARTY CITY HOLDCO INC COMstock | $4,000 | – | 600 | +100.0% | 0.00% | – |
WPM | WHEATON PRECIOUS METALS CORP COMstock | $4,000 | 0.0% | 100 | 0.0% | 0.00% | +50.0% | |
EEM | ISHARES MSCI EMERGING MARKETS ETFetf | $4,000 | 0.0% | 75 | 0.0% | 0.00% | +50.0% | |
OGN | New | ORGANON & CO COMMON STOCKstock | $4,000 | – | 114 | +100.0% | 0.00% | – |
KR | New | KROGER CO COMstock | $4,000 | – | 100 | +100.0% | 0.00% | – |
WBA | New | WALGREENS BOOTS ALLIANCE INC COMstock | $5,000 | – | 100 | +100.0% | 0.00% | – |
XLV | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $3,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
IEMG | Buy | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $3,000 | 0.0% | 44 | +2.3% | 0.00% | 0.0% |
DDOG | DATADOG INC CL A COMstock | $3,000 | +50.0% | 24 | 0.0% | 0.00% | +100.0% | |
ADSK | AUTODESK INC COMstock | $3,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
LULU | LULULEMON ATHLETICA INC COMstock | $3,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
SNUG | MERLYN.AI TACTICAL GROWTH AND INCOME ETFetf | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
TRIP | Sell | TRIPADVISOR INC COMstock | $3,000 | -62.5% | 100 | -50.0% | 0.00% | -60.0% |
TZOO | New | TRAVELZOO COM NEWstock | $3,000 | – | 300 | +100.0% | 0.00% | – |
TUR | ISHARES MSCI TURKEY ETFetf | $3,000 | 0.0% | 163 | 0.0% | 0.00% | 0.0% | |
RVT | ROYCE VALUE TR INC COMcef | $3,000 | 0.0% | 183 | 0.0% | 0.00% | 0.0% | |
VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETFetf | $3,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
LW | LAMB WESTON HLDGS INC COMstock | $3,000 | -25.0% | 48 | 0.0% | 0.00% | 0.0% | |
RGLD | ROYAL GOLD INC COMstock | $3,000 | -25.0% | 35 | 0.0% | 0.00% | 0.0% | |
USXF | New | ISHARES ESG ADVANCED MSCI USA ETFetf | $3,000 | – | 82 | +100.0% | 0.00% | – |
KMF | KAYNE ANDERSON NEXTGEN ENRGY COMcef | $3,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
LIT | Buy | GLOBAL X LITHIUM & BATTERY TECH ETFetf | $3,000 | 0.0% | 42 | +2.4% | 0.00% | 0.0% |
WELL | WELLTOWER INC COMreit | $3,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
BUD | Buy | ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRadr | $3,000 | -25.0% | 53 | +1.9% | 0.00% | 0.0% |
AMOM | QRAFT AI-ENHANCED U.S. LARGE CAP MOMENTUM ETFetf | $3,000 | -25.0% | 100 | 0.0% | 0.00% | 0.0% | |
LX | LEXINFINTECH HLDGS LTD ADRadr | $3,000 | -50.0% | 500 | 0.0% | 0.00% | -50.0% | |
RDSB | ROYAL DUTCH SHELL PLC SPON ADR Badr | $3,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
PH | PARKER-HANNIFIN CORP COMstock | $3,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
VIAV | VIAVI SOLUTIONS INC COMstock | $3,000 | -25.0% | 200 | 0.0% | 0.00% | 0.0% | |
FVRR | FIVERR INTL LTD ORD SHSstock | $3,000 | -25.0% | 15 | 0.0% | 0.00% | 0.0% | |
FEN | Buy | FIRST TR ENERGY INCOME & GROWT COMcef | $3,000 | 0.0% | 185 | +0.5% | 0.00% | 0.0% |
MCHP | MICROCHIP TECHNOLOGY INC. COMstock | $3,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
PKI | PERKINELMER INC COMstock | $3,000 | +50.0% | 16 | 0.0% | 0.00% | +100.0% | |
TSM | New | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $3,000 | – | 25 | +100.0% | 0.00% | – |
FISV | FISERV INC COMstock | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
XRX | XEROX HOLDINGS CORP COM NEWstock | $1,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
NLOK | NORTONLIFELOCK INC COMstock | $1,000 | -50.0% | 56 | 0.0% | 0.00% | 0.0% | |
CRON | CRONOS GROUP INC COMstock | $1,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
NWN | NORTHWEST NAT HLDG CO COMstock | $1,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
GLW | CORNING INC COMstock | $2,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
PENN | PENN NATL GAMING INC COMstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
PFGC | New | PERFORMANCE FOOD GROUP CO COMstock | $2,000 | – | 53 | +100.0% | 0.00% | – |
CMPS | New | COMPASS PATHWAYS PLC SPONSORED ADSadr | $1,000 | – | 50 | +100.0% | 0.00% | – |
NEM | NEWMONT CORP COMstock | $1,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
NYCB | Buy | NEW YORK CMNTY BANCORP INC COMstock | $1,000 | 0.0% | 105 | +1.0% | 0.00% | 0.0% |
NRG | Buy | NRG ENERGY INC COM NEWstock | $2,000 | 0.0% | 43 | +2.4% | 0.00% | 0.0% |
CLNE | CLEAN ENERGY FUELS CORP COMstock | $1,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
PINS | PINTEREST INC CL Astock | $1,000 | -50.0% | 20 | 0.0% | 0.00% | 0.0% | |
PIPR | PIPER SANDLER COMPANIES COMstock | $2,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
MNST | MONSTER BEVERAGE CORP NEW COMstock | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
DTM | New | DT MIDSTREAM INC COMMON STOCKstock | $2,000 | – | 33 | +100.0% | 0.00% | – |
DXC | DXC TECHNOLOGY CO COMstock | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
MELI | MERCADOLIBRE INC COMstock | $2,000 | 0.0% | 1 | 0.0% | 0.00% | 0.0% | |
PHM | PULTE GROUP INC COMstock | $1,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
DSKE | New | DASEKE INC COMstock | $1,000 | – | 100 | +100.0% | 0.00% | – |
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% | |
New | ROCKET LAB USA INC COMstock | $2,000 | – | 100 | +100.0% | 0.00% | – | |
FEMB | Buy | FIRST TRUST EMERGING MARKETS LOCAL CURRENCY BOND ETFetf | $2,000 | -33.3% | 77 | +2.7% | 0.00% | -50.0% |
New | MATTERPORT INC COM CL Astock | $2,000 | – | 100 | +100.0% | 0.00% | – | |
MKL | MARKEL CORP COMstock | $1,000 | 0.0% | 1 | 0.0% | 0.00% | 0.0% | |
CAN | CANAAN INC SPONSORED ADSadr | $1,000 | -50.0% | 200 | 0.0% | 0.00% | 0.0% | |
CVS | CVS HEALTH CORP COMstock | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
BKNG | BOOKING HOLDINGS INC COMstock | $2,000 | 0.0% | 1 | 0.0% | 0.00% | 0.0% | |
BYND | BEYOND MEAT INC COMstock | $1,000 | -50.0% | 10 | 0.0% | 0.00% | 0.0% | |
FMO | FIDUCIARY CLAYMORE ENGRY INFRA COMcef | $1,000 | -50.0% | 140 | 0.0% | 0.00% | 0.0% | |
BCS | BARCLAYS PLC ADRadr | $1,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% | |
SPYC | SIMPLIFY US EQUITY PLUS CONVEXITY ETFetf | $1,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
SWBI | SMITH & WESSON BRANDS INC COMstock | $1,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
LEVI | New | LEVI STRAUSS & CO NEW CL A COM STKstock | $2,000 | – | 100 | +100.0% | 0.00% | – |
PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETFetf | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
DMRC | DIGIMARC CORP NEW COMstock | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
FCX | Buy | FREEPORT-MCMORAN INC CL Bstock | $2,000 | 0.0% | 52 | +2.0% | 0.00% | 0.0% |
AVNS | Sell | AVANOS MED INC COMstock | $1,000 | 0.0% | 28 | -31.7% | 0.00% | 0.0% |
KOPN | KOPIN CORP COMstock | $1,000 | -50.0% | 200 | 0.0% | 0.00% | 0.0% | |
SYNH | New | SYNEOS HEALTH INC CL Astock | $1,000 | – | 160 | +100.0% | 0.00% | – |
EDC | DIREXION DAILY EMERGING MARKETS BULL 3X SHARESetf | $2,000 | -33.3% | 25 | 0.0% | 0.00% | -50.0% | |
ASTR | New | ASTRA SPACE INC COM CL Astock | $2,000 | – | 270 | +100.0% | 0.00% | – |
ITA | New | ISHARES U.S. AEROSPACE & DEFENSE ETFetf | $1,000 | – | 10 | +100.0% | 0.00% | – |
New | HYZON MOTORS INC COM CL Astock | $2,000 | – | 300 | +100.0% | 0.00% | – | |
ARWR | New | ARROWHEAD PHARMACEUTICALS INC COMstock | $2,000 | – | 40 | +100.0% | 0.00% | – |
UBER | UBER TECHNOLOGIES INC COMstock | $2,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
ULTA | ULTA BEAUTY INC COMstock | $1,000 | 0.0% | 2 | 0.0% | 0.00% | 0.0% | |
GRX | Buy | GABELLI HLTHCARE & WELLNESS TR SHScef | $1,000 | 0.0% | 107 | +1.9% | 0.00% | 0.0% |
ADI | New | ANALOG DEVICES INC COMstock | $2,000 | – | 14 | +100.0% | 0.00% | – |
HOLX | HOLOGIC INC COMstock | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
VHT | VANGUARD HEALTH CARE INDEX FUNDetf | $1,000 | 0.0% | 3 | 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% | |
DOV | DOVER CORP COMstock | $2,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
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% | |
ATI | ALLEGHENY TECHNOLOGIES INC COMstock | $1,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
VMW | New | VMWARE INC CL A COMstock | $1,000 | – | 7 | +100.0% | 0.00% | – |
VOD | VODAFONE GROUP PLC NEW SPONSORED ADRadr | $2,000 | 0.0% | 117 | 0.0% | 0.00% | 0.0% | |
DRIV | Buy | GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETFetf | $2,000 | 0.0% | 70 | +16.7% | 0.00% | 0.0% |
DMXF | New | ISHARES ESG ADVANCED MSCI EAFE ETFetf | $1,000 | – | 21 | +100.0% | 0.00% | – |
ABNB | Sell | AIRBNB INC COM CL Astock | $1,000 | -88.9% | 7 | -87.7% | 0.00% | -83.3% |
EUSB | New | ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETFetf | $2,000 | – | 40 | +100.0% | 0.00% | – |
ESML | New | ISHARES ESG AWARE MSCI USA SMALL-CAP ETFetf | $2,000 | – | 50 | +100.0% | 0.00% | – |
HIO | Buy | WESTERN ASSET HIGH INCOME OPPO COMcef | $1,000 | -50.0% | 288 | +0.3% | 0.00% | 0.0% |
ESGD | ISHARES MSCI EAFE ESG SELECT ETFetf | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
DSTL | DISTILLATE U.S. FUNDAMENTAL STABILITY & VALUE ETFetf | $1,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
HDRO | DEFIANCE NEXT GEN H2 ETFetf | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
ADMS | ADAMAS PHARMACEUTICALS INC COMstock | $1,000 | -50.0% | 300 | 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 | $1,000 | -50.0% | 10 | 0.0% | 0.00% | 0.0% | |
ARKF | New | ARK FINTECH INNOVATION ETFetf | $1,000 | – | 20 | +100.0% | 0.00% | – |
EXK | Buy | ENDEAVOUR SILVER CORP COMstock | $1,000 | 0.0% | 250 | +150.0% | 0.00% | 0.0% |
GRMN | GARMIN LTD SHSstock | $1,000 | – | 3 | 0.0% | 0.00% | – | |
CLXPF | New | CYBIN INC COMstock | $1,000 | – | 400 | +100.0% | 0.00% | – |
ACB | AURORA CANNABIS INC COMstock | $0 | – | 40 | 0.0% | 0.00% | – | |
BIDU | BAIDU INC SPON ADR REP Aadr | $0 | – | 1 | 0.0% | 0.00% | – | |
COLB | Buy | COLUMBIA BKG SYS INC COMstock | $0 | – | 11 | +10.0% | 0.00% | – |
BATRA | LIBERTY MEDIA CORP DEL COM A BRAVES GRPstock | $0 | – | 10 | 0.0% | 0.00% | – | |
FUV | ARCIMOTO INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
AIG | AMERICAN INTL GROUP INC COM NEWstock | $0 | – | 1 | 0.0% | 0.00% | – | |
VEA | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $0 | – | 3 | 0.0% | 0.00% | – | |
VWO | VANGUARD FTSE EMERGING MARKETS ETFetf | $0 | – | 3 | 0.0% | 0.00% | – | |
BATRK | LIBERTY MEDIA CORP DEL COM C BRAVES GRPstock | $0 | – | 10 | 0.0% | 0.00% | – | |
FORD | FORWARD INDS INC N Y COM NEWstock | $0 | – | 100 | 0.0% | 0.00% | – | |
KHC | Buy | KRAFT HEINZ CO COMstock | $0 | – | 2 | +100.0% | 0.00% | – |
HA | HAWAIIAN HOLDINGS INC COMstock | $0 | – | 10 | 0.0% | 0.00% | – | |
FVE | FIVE STAR SENIOR LIVING INC COM NEWstock | $0 | – | 57 | 0.0% | 0.00% | – | |
ORGANIGRAM HLDGS INC COMstock | $0 | – | 165 | 0.0% | 0.00% | – | ||
FIBK | FIRST INTST BANCSYSTEM INC COM CL Astock | $0 | – | 6 | 0.0% | 0.00% | – | |
PLAY | DAVE & BUSTERS ENTMT INC COMstock | $0 | – | 10 | 0.0% | 0.00% | – | |
AX | AXOS FINANCIAL INC COMstock | $0 | – | 5 | 0.0% | 0.00% | – | |
ZG | ZILLOW GROUP INC CL Astock | $0 | – | 1 | 0.0% | 0.00% | – | |
DSI | Sell | ISHARES MSCI KLD 400 SOCIAL ETFetf | $0 | -100.0% | 6 | -88.0% | 0.00% | -100.0% |
OXY | New | OCCIDENTAL PETE CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
DNOW | NOW INC COMstock | $0 | – | 25 | 0.0% | 0.00% | – | |
M | New | MACYS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
ZUO | ZUORA INC COM CL Astock | $0 | – | 20 | 0.0% | 0.00% | – | |
CNDT | CONDUENT INC COMstock | $0 | – | 26 | 0.0% | 0.00% | – | |
CWH | CAMPING WORLD HLDGS INC CL Astock | $0 | – | 5 | 0.0% | 0.00% | – | |
CMCL | CALEDONIA MNG CORP PLC SHS NEWstock | $0 | – | 20 | 0.0% | 0.00% | – | |
MRO | MARATHON OIL CORP COMstock | $0 | – | 3 | 0.0% | 0.00% | – | |
SPB | SPECTRUM BRANDS HLDGS INC NEW COMstock | $0 | – | 2 | 0.0% | 0.00% | – | |
NVCR | NOVOCURE LTD ORD SHSstock | $0 | – | 1 | 0.0% | 0.00% | – | |
MAT | MATTEL INC COMstock | $0 | – | 10 | 0.0% | 0.00% | – | |
EDIT | EDITAS MEDICINE INC COMstock | $0 | -100.0% | 10 | 0.0% | 0.00% | -100.0% | |
SFM | Exit | SPROUTS FMRS MKT INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
RGT | ROYCE GLOBAL VALUE TR INC COMcef | $0 | – | 24 | 0.0% | 0.00% | – | |
FLGT | FULGENT GENETICS INC COMstock | $0 | – | 5 | 0.0% | 0.00% | – | |
IIPR | Sell | INNOVATIVE INDL PPTYS INC COMreit | $0 | -100.0% | 1 | -98.3% | 0.00% | -100.0% |
CRNT | CERAGON NETWORKS LTD ORDstock | $0 | – | 100 | 0.0% | 0.00% | – | |
AVAV | AEROVIRONMENT INC COMstock | $0 | – | 3 | 0.0% | 0.00% | – | |
Buy | MICRO FOCUS INTL PLC SPON ADR NEWadr | $0 | -100.0% | 68 | +1.5% | 0.00% | -100.0% | |
RCL | New | ROYAL CARIBBEAN GROUP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
BHTG | Exit | BIOHITECH GLOBAL INC COMstock | $0 | – | -100 | -100.0% | 0.00% | – |
BABA | Buy | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $0 | – | 2 | +100.0% | 0.00% | – |
VIAC | Exit | VIACOMCBS INC CL Bstock | $0 | – | -50 | -100.0% | -0.00% | – |
HOL | Exit | ASTRA SPACE INC COM CL Astock | $0 | – | -170 | -100.0% | -0.00% | – |
CPNG | Exit | COUPANG INC CL Astock | $0 | – | -25 | -100.0% | -0.00% | – |
DPW | Exit | AULT GLOBAL HOLDINGS INC COMstock | $0 | – | -300 | -100.0% | -0.00% | – |
EAGG | Exit | ISHARES ESG AWARE U.S. AGGREGATE BOND ETFetf | $0 | – | -11 | -100.0% | -0.00% | – |
MXIM | Exit | MAXIM INTEGRATED PRODS INC COMstock | $0 | – | -23 | -100.0% | -0.00% | – |
DCRB | Exit | DECARBONIZATION PLUS ACQU CORP COM CL Astock | $0 | – | -100 | -100.0% | -0.00% | – |
HGEN | Exit | HUMANIGEN INC COM NEWstock | $0 | – | -100 | -100.0% | -0.00% | – |
IYG | Exit | ISHARES U.S. FINANCIAL SERVICES ETFetf | $0 | – | -7 | -100.0% | -0.00% | – |
BWEN | Exit | BROADWIND INC COM NEWstock | $0 | – | -500 | -100.0% | -0.00% | – |
TMST | Exit | TIMKENSTEEL CORPORATION COMstock | $0 | – | -100 | -100.0% | -0.00% | – |
XM | Exit | QUALTRICS INTL INC COM CL Astock | $0 | – | -40 | -100.0% | -0.00% | – |
PCH | Exit | POTLATCHDELTIC CORPORATION COMreit | $0 | – | -40 | -100.0% | -0.00% | – |
GNR | Exit | SPDR S&P GLOBAL NATURAL RESOURCES ETFetf | $0 | – | -40 | -100.0% | -0.00% | – |
LPX | Exit | LOUISIANA PAC CORP COMstock | $0 | – | -20 | -100.0% | -0.00% | – |
SUSC | Exit | ISHARES ESG AWARE USD CORPORATE BOND ETFetf | $0 | – | -49 | -100.0% | -0.00% | – |
TME | Exit | TENCENT MUSIC ENTMT GROUP SPON ADSadr | $0 | – | -200 | -100.0% | -0.00% | – |
FSR | Exit | FISKER INC CL A COM STKstock | $0 | – | -200 | -100.0% | -0.00% | – |
LAZR | Exit | LUMINAR TECHNOLOGIES INC COM CL Astock | $0 | – | -200 | -100.0% | -0.00% | – |
CORE | Exit | CORE-MARK HLDG CO INC COMstock | $0 | – | -121 | -100.0% | -0.00% | – |
HNDL | Exit | STRATEGY SHARES NASDAQ 7HANDL INDEX ETFetf | $0 | – | -180 | -100.0% | -0.00% | – |
GRWG | Exit | GROWGENERATION CORP COMstock | $0 | – | -100 | -100.0% | -0.00% | – |
LL | Exit | LUMBER LIQUIDATORS HLDGS INC COMstock | $0 | – | -300 | -100.0% | -0.00% | – |
DISCA | Exit | DISCOVERY INC COM SER Astock | $0 | – | -200 | -100.0% | -0.00% | – |
SIX | Exit | SIX FLAGS ENTMT CORP NEW COMstock | $0 | – | -200 | -100.0% | -0.01% | – |
CCIV | Exit | CHURCHILL CAPITAL CORP IV CL Astock | $0 | – | -300 | -100.0% | -0.01% | – |
DKNG | Exit | DRAFTKINGS INC COM CL Astock | $0 | – | -200 | -100.0% | -0.01% | – |
ADS | Exit | ALLIANCE DATA SYSTEMS CORP COMstock | $0 | – | -92 | -100.0% | -0.01% | – |
ELP | Exit | COMPANHIA PARANAENSE ENERG COP SPON ADSadr | $0 | – | -1,494 | -100.0% | -0.01% | – |
IPAC | Exit | ISHARES CORE MSCI PACIFIC ETFetf | $0 | – | -135 | -100.0% | -0.01% | – |
GDX | Exit | VANECK VECTORS GOLD MINERS ETFetf | $0 | – | -437 | -100.0% | -0.01% | – |
MET | Exit | METLIFE INC COMstock | $0 | – | -360 | -100.0% | -0.01% | – |
WMB | Exit | WILLIAMS COS INC COMstock | $0 | – | -920 | -100.0% | -0.02% | – |
ETH | Exit | ETHAN ALLEN INTERIORS INC COMstock | $0 | – | -1,228 | -100.0% | -0.02% | – |
WORK | Exit | SLACK TECHNOLOGIES INC COM CL Astock | $0 | – | -900 | -100.0% | -0.02% | – |
AGZ | Exit | ISHARES AGENCY BOND ETFetf | $0 | – | -651 | -100.0% | -0.05% | – |
GE | Exit | GENERAL ELECTRIC CO COMstock | $0 | – | -6,920 | -100.0% | -0.06% | – |
SPHD | Exit | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFetf | $0 | – | -2,385 | -100.0% | -0.06% | – |
MPLX | Exit | MPLX LP COM UNIT REP LTDstock | $0 | – | -7,080 | -100.0% | -0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-02
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.