$164 Million is the total value of Clearview Wealth Advisors LLC's 688 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 26.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ESGU | Buy | ISHARES ESG AWARE MSCI USA ETFetf | $12,240,000 | +12.3% | 113,437 | +2.5% | 7.46% | +8.1% |
| SPLG | Buy | SPDR PORTFOLIO S&P 500 ETFetf | $11,946,000 | +31.1% | 213,979 | +18.5% | 7.28% | +26.1% |
| GOVT | Sell | ISHARES U.S. TREASURY BOND ETFetf | $7,628,000 | -0.1% | 285,918 | -0.6% | 4.65% | -3.9% |
| EFV | Buy | ISHARES MSCI EAFE VALUE ETFetf | $5,399,000 | +4.5% | 107,150 | +5.4% | 3.29% | +0.5% |
| EFG | Buy | ISHARES MSCI EAFE GROWTH ETFetf | $5,366,000 | +13.3% | 48,649 | +9.4% | 3.27% | +9.1% |
| FALN | Sell | ISHARES FALLEN ANGELS USD BOND ETFetf | $4,771,000 | -1.7% | 159,201 | -1.2% | 2.91% | -5.4% |
| SCHP | Buy | SCHWAB U.S. TIPS ETFetf | $4,703,000 | +136.3% | 74,783 | +135.2% | 2.87% | +127.4% |
| IUSB | Buy | ISHARES CORE TOTAL USD BOND MARKET ETFetf | $4,649,000 | +51.8% | 87,830 | +52.7% | 2.83% | +46.1% |
| SCHJ | Sell | SCHWAB 1-5 YEAR CORPORATE BOND ETFetf | $4,526,000 | -28.7% | 89,542 | -28.0% | 2.76% | -31.4% |
| USMV | Buy | ISHARES MSCI USA MIN VOL FACTOR ETFetf | $3,415,000 | +95.1% | 42,211 | +77.3% | 2.08% | +87.7% |
| MSFT | Sell | MICROSOFT CORP COMstock | $3,244,000 | +10.8% | 9,644 | -7.1% | 1.98% | +6.6% |
| USFR | Sell | WISDOMTREE FLOATING RATE TREASURY FUNDetf | $2,896,000 | -19.3% | 115,424 | -19.3% | 1.76% | -22.3% |
| AAPL | Sell | APPLE INC COMstock | $2,581,000 | +21.0% | 14,535 | -3.6% | 1.57% | +16.4% |
| SCHA | Buy | SCHWAB U.S. SMALL-CAP ETFetf | $2,569,000 | +6.2% | 25,084 | +3.8% | 1.57% | +2.2% |
| VLUE | Sell | ISHARES MSCI USA VALUE FACTOR ETFetf | $2,495,000 | -6.9% | 22,792 | -14.4% | 1.52% | -10.4% |
| SPLV | Buy | INVESCO S&P 500 LOW VOLATILITY ETFetf | $2,283,000 | +22.0% | 33,268 | +8.1% | 1.39% | +17.4% |
| MBB | Sell | ISHARES MBS ETFetf | $2,276,000 | -50.9% | 21,183 | -50.6% | 1.39% | -52.8% |
| XSOE | Sell | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDetf | $1,957,000 | -20.2% | 53,117 | -19.2% | 1.19% | -23.2% |
| VRP | Sell | INVESCO VARIABLE RATE PREFERRED ETFetf | $1,800,000 | -12.6% | 69,451 | -11.5% | 1.10% | -15.9% |
| IYW | Sell | ISHARES U.S. TECHNOLOGY ETFetf | $1,799,000 | -8.9% | 15,671 | -19.7% | 1.10% | -12.3% |
| CVX | Buy | CHEVRON CORP NEW COMstock | $1,707,000 | +22.7% | 14,549 | +6.1% | 1.04% | +18.0% |
| COST | Sell | COSTCO WHSL CORP NEW COMstock | $1,561,000 | +5.7% | 2,749 | -16.4% | 0.95% | +1.6% |
| ABT | Buy | ABBOTT LABS COMstock | $1,553,000 | +113.9% | 11,033 | +79.5% | 0.95% | +105.9% |
| BAC | Buy | BK OF AMERICA CORP COMstock | $1,468,000 | +8.4% | 32,993 | +3.4% | 0.90% | +4.3% |
| XLE | Buy | ENERGY SELECT SECTOR SPDR FUNDetf | $1,422,000 | +9.4% | 25,621 | +2.7% | 0.87% | +5.3% |
| IXG | Sell | ISHARES GLOBAL FINANCIALS ETFetf | $1,380,000 | -19.5% | 17,236 | -21.2% | 0.84% | -22.6% |
| JPM | Buy | JPMORGAN CHASE & CO COMstock | $1,305,000 | +1.7% | 8,243 | +5.2% | 0.80% | -2.2% |
| SPTS | Sell | SPDR PORTFOLIO SHORT TERM TREASURY ETFetf | $1,277,000 | -37.9% | 41,949 | -37.5% | 0.78% | -40.2% |
| SHYG | Sell | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFetf | $1,245,000 | -28.1% | 27,485 | -27.5% | 0.76% | -30.8% |
| AMZN | Sell | AMAZON COM INC COMstock | $1,234,000 | -0.9% | 370 | -2.4% | 0.75% | -4.7% |
| TLH | Buy | ISHARES 10-20 YEAR TREASURY BOND ETFetf | $1,232,000 | +10.8% | 8,302 | +9.8% | 0.75% | +6.7% |
| SRLN | Buy | SPDR BLACKSTONE SENIOR LOAN ETFetf | $1,210,000 | +13.1% | 26,511 | +14.0% | 0.74% | +8.8% |
| AOK | Sell | ISHARES CORE CONSERVATIVE ALLOCATION ETFetf | $1,139,000 | -8.7% | 28,471 | -9.8% | 0.69% | -12.2% |
| STIP | Buy | ISHARES 0-5 YEAR TIPS BOND ETFetf | $1,133,000 | +51.7% | 10,698 | +51.2% | 0.69% | +46.1% |
| DGRW | Buy | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUNDetf | $1,044,000 | +54.7% | 15,850 | +38.1% | 0.64% | +48.6% |
| NVDA | Sell | NVIDIA CORPORATION COMstock | $1,034,000 | +35.5% | 3,517 | -4.5% | 0.63% | +30.4% |
| XLP | Buy | CONSUMER STAPLES SELECT SECTOR SPDR FUNDetf | $970,000 | +23.1% | 12,576 | +9.8% | 0.59% | +18.4% |
| COMT | Sell | ISHARES COMMODITIES SELECT STRATEGY ETFetf | $952,000 | -24.4% | 30,824 | -12.3% | 0.58% | -27.3% |
| BOND | Sell | PIMCO ACTIVE BOND EXCHANGE-TRADED FUNDetf | $914,000 | -25.4% | 8,354 | -24.7% | 0.56% | -28.3% |
| NSC | Sell | NORFOLK SOUTHN CORP COMstock | $903,000 | +6.0% | 3,032 | -14.8% | 0.55% | +1.9% |
| PNC | Buy | PNC FINL SVCS GROUP INC COMstock | $892,000 | +9.2% | 4,448 | +6.5% | 0.54% | +5.0% |
| QCOM | Sell | QUALCOMM INC COMstock | $887,000 | +39.7% | 4,852 | -1.5% | 0.54% | +34.6% |
| JNJ | Sell | JOHNSON & JOHNSON COMstock | $882,000 | -12.8% | 5,153 | -17.8% | 0.54% | -16.1% |
| ABBV | Buy | ABBVIE INC COMstock | $870,000 | +31.6% | 6,423 | +4.8% | 0.53% | +26.5% |
| CSCO | Sell | CISCO SYS INC COMstock | $842,000 | +13.2% | 13,288 | -2.8% | 0.51% | +8.9% |
| WMT | Sell | WALMART INC COMstock | $840,000 | -1.8% | 5,806 | -5.3% | 0.51% | -5.5% |
| IVV | Sell | ISHARES CORE S&P 500 ETFetf | $814,000 | +9.6% | 1,707 | -1.0% | 0.50% | +5.3% |
| MMIN | Sell | IQ MACKAY MUNICIPAL INSURED ETFetf | $785,000 | -6.9% | 28,542 | -7.2% | 0.48% | -10.5% |
| TIP | Buy | ISHARES TIPS BOND ETFetf | $767,000 | +146.6% | 5,936 | +144.1% | 0.47% | +137.6% |
| PFE | Sell | PFIZER INC COMstock | $733,000 | +22.6% | 12,410 | -10.7% | 0.45% | +17.9% |
| MUB | Buy | ISHARES NATIONAL MUNI BOND ETFetf | $730,000 | +20.7% | 6,274 | +20.5% | 0.44% | +16.2% |
| PEP | Sell | PEPSICO INC COMstock | $720,000 | +5.4% | 4,142 | -8.8% | 0.44% | +1.4% |
| XYLD | New | GLOBAL X S&P 500 COVERED CALL ETFetf | $702,000 | – | 13,896 | +100.0% | 0.43% | – |
| NUE | Buy | NUCOR CORP COMstock | $696,000 | +21.0% | 6,094 | +4.5% | 0.42% | +16.5% |
| MCD | Sell | MCDONALDS CORP COMstock | $673,000 | -25.3% | 2,510 | -32.9% | 0.41% | -28.2% |
| STAG | Buy | STAG INDL INC COMreit | $672,000 | +59.2% | 14,005 | +30.2% | 0.41% | +53.6% |
| SPSB | Sell | SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFetf | $667,000 | -45.7% | 21,533 | -45.3% | 0.41% | -47.8% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO COMstock | $647,000 | +4.2% | 10,379 | -1.0% | 0.39% | +0.3% |
| VCSH | Buy | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDetf | $631,000 | +12.9% | 7,767 | +14.4% | 0.38% | +8.8% |
| INTC | Sell | INTEL CORP COMstock | $625,000 | -21.0% | 12,143 | -18.2% | 0.38% | -24.0% |
| LMT | Buy | LOCKHEED MARTIN CORP COMstock | $598,000 | +8.7% | 1,683 | +5.6% | 0.36% | +4.6% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $589,000 | -9.4% | 1,970 | -17.2% | 0.36% | -12.9% |
| WM | Buy | WASTE MGMT INC DEL COMstock | $579,000 | +18.9% | 3,468 | +6.3% | 0.35% | +14.6% |
| PG | Sell | PROCTER AND GAMBLE CO COMstock | $579,000 | -5.5% | 3,538 | -19.3% | 0.35% | -9.0% |
| SUSB | Sell | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETFetf | $557,000 | -30.4% | 21,729 | -29.5% | 0.34% | -32.9% |
| EMR | Sell | EMERSON ELEC CO COMstock | $523,000 | -17.6% | 5,628 | -16.5% | 0.32% | -20.6% |
| LEG | Buy | LEGGETT & PLATT INC COMstock | $517,000 | +56.7% | 12,555 | +70.6% | 0.32% | +50.7% |
| GBIL | Sell | GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETFetf | $501,000 | -23.4% | 5,010 | -23.3% | 0.30% | -26.3% |
| FMHI | Sell | FIRST TRUST MUNICIPAL HIGH INCOME ETFetf | $486,000 | -10.2% | 8,667 | -10.7% | 0.30% | -13.7% |
| HON | Buy | HONEYWELL INTL INC COMstock | $471,000 | +4.0% | 2,260 | +6.0% | 0.29% | 0.0% |
| T | Sell | AT&T INC COMstock | $470,000 | -9.4% | 19,118 | -0.6% | 0.29% | -13.1% |
| SJNK | Buy | SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETFetf | $469,000 | +69.9% | 17,289 | +71.3% | 0.29% | +63.4% |
| QYLD | Buy | GLOBAL X NASDAQ 100 COVERED CALL ETFetf | $468,000 | +29.3% | 21,105 | +28.5% | 0.28% | +24.5% |
| WIZ | Sell | MERLYN.AI BULL-RIDER BEAR-FIGHTER ETFetf | $467,000 | -4.3% | 12,659 | -9.9% | 0.28% | -7.8% |
| GOOGL | Buy | ALPHABET INC CAP STK CL Astock | $466,000 | +47.9% | 161 | +36.4% | 0.28% | +42.0% |
| HD | Buy | HOME DEPOT INC COMstock | $452,000 | +29.9% | 1,090 | +2.9% | 0.28% | +25.5% |
| V | Buy | VISA INC COM CL Astock | $429,000 | -0.9% | 1,981 | +1.9% | 0.26% | -4.7% |
| GIS | Sell | GENERAL MLS INC COMstock | $426,000 | +8.7% | 6,323 | -3.4% | 0.26% | +4.8% |
| MUNI | Sell | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUNDetf | $426,000 | -12.5% | 7,586 | -12.2% | 0.26% | -15.6% |
| WPC | Buy | WP CAREY INC COMreit | $425,000 | +19.0% | 5,183 | +6.2% | 0.26% | +14.6% |
| MRK | Sell | MERCK & CO INC COMstock | $418,000 | -13.1% | 5,451 | -14.8% | 0.26% | -16.4% |
| CB | Buy | CHUBB LIMITED COMstock | $418,000 | +17.7% | 2,164 | +5.7% | 0.26% | +13.3% |
| VIG | Buy | VANGUARD DIVIDEND APPRECIATION INDEX FUNDetf | $403,000 | +24.8% | 2,347 | +11.7% | 0.25% | +20.0% |
| PPL | Buy | PPL CORP COMstock | $401,000 | +14.6% | 13,350 | +6.4% | 0.24% | +9.9% |
| ACWI | Buy | ISHARES MSCI ACWI INDEX FUNDetf | $391,000 | +6.8% | 3,695 | +0.9% | 0.24% | +2.6% |
| NEAR | Sell | BLACKROCK SHORT MATURITY BOND ETFetf | $390,000 | -1.8% | 7,811 | -1.4% | 0.24% | -5.2% |
| AMGN | Buy | AMGEN INC COMstock | $370,000 | +11.4% | 1,643 | +5.3% | 0.23% | +7.6% |
| KMI | Buy | KINDER MORGAN INC DEL COMstock | $362,000 | +7.4% | 22,825 | +13.2% | 0.22% | +3.8% |
| KMB | Buy | KIMBERLY-CLARK CORP COMstock | $361,000 | +9.4% | 2,525 | +1.2% | 0.22% | +5.3% |
| SPIB | Sell | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFetf | $347,000 | -14.5% | 9,594 | -13.8% | 0.21% | -17.5% |
| MTB | Buy | M & T BK CORP COMstock | $344,000 | +9.2% | 2,241 | +6.1% | 0.21% | +5.0% |
| QUAL | Buy | ISHARES MSCI USA QUALITY FACTOR ETFetf | $322,000 | +10.7% | 2,214 | +0.3% | 0.20% | +6.5% |
| IJR | Sell | ISHARES S&P SMALL-CAP FUNDetf | $319,000 | +4.2% | 2,788 | -0.6% | 0.19% | 0.0% |
| SHY | Sell | ISHARES 1-3 YEAR TREASURY BOND ETFetf | $309,000 | -56.1% | 3,615 | -55.8% | 0.19% | -57.8% |
| IGSB | Sell | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $304,000 | -28.8% | 5,645 | -27.7% | 0.18% | -31.5% |
| SCHD | Sell | SCHWAB US DIVIDEND EQUITY ETFetf | $296,000 | +0.7% | 3,667 | -7.4% | 0.18% | -3.2% |
| DGRO | Buy | ISHARES CORE DIVIDEND GROWTH ETFetf | $275,000 | +54.5% | 4,942 | +39.2% | 0.17% | +48.7% |
| TSCO | Buy | TRACTOR SUPPLY CO COMstock | $255,000 | +22.0% | 1,069 | +3.7% | 0.16% | +17.4% |
| BIL | Sell | SPDR BLOOMBERG 1-3 MONTH T-BILL ETFetf | $245,000 | -24.6% | 2,675 | -24.8% | 0.15% | -27.7% |
| COP | Sell | CONOCOPHILLIPS COMstock | $239,000 | -31.3% | 3,314 | -35.5% | 0.15% | -33.6% |
| VNLA | Sell | JANUS HENDERSON SHORT DURATION INCOME ETFetf | $236,000 | -38.2% | 4,768 | -37.4% | 0.14% | -40.5% |
| CI | Sell | CIGNA CORP NEW COMstock | $237,000 | +12.9% | 1,030 | -2.0% | 0.14% | +8.3% |
| ALK | Buy | ALASKA AIR GROUP INC COMstock | $236,000 | -9.2% | 4,533 | +2.3% | 0.14% | -12.7% |
| SBUX | Buy | STARBUCKS CORP COMstock | $233,000 | +5.9% | 1,993 | +0.2% | 0.14% | +2.2% |
| LOW | Buy | LOWES COS INC COMstock | $227,000 | +86.1% | 877 | +45.9% | 0.14% | +79.2% |
| KO | Sell | COCA COLA CO COMstock | $222,000 | -7.1% | 3,741 | -17.8% | 0.14% | -10.6% |
| PGX | Sell | INVESCO PREFERRED ETFetf | $216,000 | -15.0% | 14,376 | -14.8% | 0.13% | -18.0% |
| AOM | Sell | ISHARES MODERATE ALLOCATION FUNDetf | $212,000 | -1.4% | 4,652 | -3.1% | 0.13% | -5.1% |
| DIS | Sell | DISNEY WALT CO COMstock | $187,000 | -9.7% | 1,207 | -1.3% | 0.11% | -13.0% |
| FTEC | Sell | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFetf | $185,000 | -12.7% | 1,363 | -23.8% | 0.11% | -15.7% |
| VTRS | Buy | VIATRIS INC COMstock | $184,000 | +4.5% | 13,611 | +5.1% | 0.11% | +0.9% |
| FMB | Buy | FIRST TRUST MANAGED MUNICIPAL ETFetf | $184,000 | +922.2% | 3,227 | +908.4% | 0.11% | +918.2% |
| SWAN | Buy | AMPLIFY BLACKSWAN GROWTH & TREASURY CORE ETFetf | $172,000 | +2.4% | 4,985 | +1.7% | 0.10% | -0.9% |
| XOM | Sell | EXXON MOBIL CORP COMstock | $170,000 | -16.3% | 2,772 | -19.6% | 0.10% | -19.4% |
| DG | DOLLAR GEN CORP NEW COMstock | $169,000 | +11.2% | 718 | 0.0% | 0.10% | +7.3% | |
| NEE | Sell | NEXTERA ENERGY INC COMstock | $166,000 | +12.2% | 1,778 | -5.6% | 0.10% | +7.4% |
| FIXD | Sell | FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETFetf | $164,000 | -0.6% | 3,076 | -0.2% | 0.10% | -4.8% |
| UUP | New | INVESCO DB US DOLLAR INDEX BULLISH FUNDetf | $163,000 | – | 6,365 | +100.0% | 0.10% | – |
| WERN | Buy | WERNER ENTERPRISES INC COMstock | $160,000 | +8.1% | 3,359 | +0.3% | 0.10% | +4.3% |
| O | Buy | REALTY INCOME CORP COMreit | $160,000 | +22.1% | 2,233 | +10.3% | 0.10% | +18.1% |
| AB | Buy | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNstock | $158,000 | 0.0% | 3,227 | +1.6% | 0.10% | -4.0% |
| BA | Sell | BOEING CO COMstock | $154,000 | -27.4% | 765 | -20.7% | 0.09% | -29.9% |
| PFM | Buy | INVESCO DIVIDEND ACHIEVERS ETFetf | $147,000 | +83.8% | 3,708 | +67.4% | 0.09% | +76.5% |
| MS | Sell | MORGAN STANLEY COM NEWstock | $146,000 | -21.9% | 1,484 | -22.8% | 0.09% | -24.6% |
| KBWB | Sell | INVESCO KBW BANK ETFetf | $144,000 | -10.0% | 2,123 | -10.7% | 0.09% | -12.9% |
| VYM | Sell | VANGUARD HIGH DIVIDEND YIELD ETFetf | $142,000 | -58.8% | 1,267 | -62.0% | 0.09% | -60.3% |
| FDL | New | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDetf | $143,000 | – | 4,008 | +100.0% | 0.09% | – |
| EMB | Sell | ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETFetf | $143,000 | -10.6% | 1,307 | -10.0% | 0.09% | -13.9% |
| QTUM | Buy | DEFIANCE QUANTUM ETFetf | $140,000 | +13.8% | 2,506 | +2.3% | 0.08% | +9.0% |
| AVGO | Sell | BROADCOM INC COMstock | $138,000 | +25.5% | 207 | -8.8% | 0.08% | +20.0% |
| IVW | ISHARES S&P 500 GROWTH ETFetf | $136,000 | +13.3% | 1,624 | 0.0% | 0.08% | +9.2% | |
| WVVI | Sell | WILLAMETTE VY VINEYARD INC COMstock | $135,000 | -32.2% | 15,574 | -0.6% | 0.08% | -34.9% |
| DUK | Sell | DUKE ENERGY CORP NEW COM NEWstock | $132,000 | -1.5% | 1,257 | -8.4% | 0.08% | -5.9% |
| USIG | Buy | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETFetf | $132,000 | +14.8% | 2,203 | +15.3% | 0.08% | +9.6% |
| Buy | GENERAL ELECTRIC CO COM NEWstock | $131,000 | +47.2% | 1,386 | +61.0% | 0.08% | +42.9% | |
| BX | Buy | BLACKSTONE INC COMstock | $131,000 | +12.0% | 1,011 | +0.7% | 0.08% | +8.1% |
| SPY | Buy | SPDR S&P 500 ETFetf | $126,000 | +16.7% | 265 | +5.2% | 0.08% | +13.2% |
| IGT | INTERNATIONAL GAME TECHNOLOGY SHS USDstock | $119,000 | +10.2% | 4,100 | 0.0% | 0.07% | +7.4% | |
| LGLV | Buy | SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETFetf | $120,000 | +13.2% | 794 | +0.4% | 0.07% | +9.0% |
| FIVG | Buy | DEFIANCE NEXT GEN CONNECTIVITY ETFetf | $115,000 | +18.6% | 2,748 | +2.6% | 0.07% | +14.8% |
| EINC | Sell | VANECK ENERGY INCOME ETFetf | $113,000 | -10.3% | 2,111 | -9.4% | 0.07% | -13.8% |
| UNH | UNITEDHEALTH GROUP INC COMstock | $113,000 | +28.4% | 224 | 0.0% | 0.07% | +23.2% | |
| JEPI | Sell | JPMORGAN EQUITY PREMIUM INCOME ETFetf | $113,000 | -2.6% | 1,794 | -7.7% | 0.07% | -5.5% |
| ESGE | Buy | ISHARES MSCI EM ESG SELECT ETFetf | $112,000 | -0.9% | 2,814 | +2.8% | 0.07% | -5.6% |
| HSY | Buy | HERSHEY CO COMstock | $112,000 | +43.6% | 577 | +24.4% | 0.07% | +38.8% |
| LLY | Buy | LILLY ELI & CO COMstock | $112,000 | +25.8% | 405 | +4.9% | 0.07% | +21.4% |
| SO | Sell | SOUTHERN CO COMstock | $110,000 | -22.5% | 1,608 | -30.1% | 0.07% | -25.6% |
| ED | Buy | CONSOLIDATED EDISON INC COMstock | $108,000 | +17.4% | 1,271 | +0.6% | 0.07% | +13.8% |
| TGT | Buy | TARGET CORP COMstock | $108,000 | +2.9% | 466 | +2.0% | 0.07% | -1.5% |
| AGG | Buy | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $108,000 | 0.0% | 949 | +0.5% | 0.07% | -2.9% |
| WFC | Sell | WELLS FARGO CO NEW COMstock | $107,000 | 0.0% | 2,233 | -3.1% | 0.06% | -4.4% |
| XLU | Buy | UTILITIES SELECT SECTOR SPDR FUNDetf | $104,000 | +46.5% | 1,450 | +30.0% | 0.06% | +40.0% |
| TJX | Sell | TJX COS INC NEW COMstock | $101,000 | +8.6% | 1,336 | -4.8% | 0.06% | +5.1% |
| Buy | DUTCH BROS INC CL Astock | $101,000 | +676.9% | 1,979 | +573.1% | 0.06% | +675.0% | |
| TXN | Buy | TEXAS INSTRS INC COMstock | $101,000 | +1.0% | 533 | +2.3% | 0.06% | -1.6% |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUNDetf | $100,000 | +14.9% | 218 | 0.0% | 0.06% | +10.9% | |
| VGSH | Sell | VANGUARD SHORT-TERM GOVERNMENT BOND ETFetf | $96,000 | -5.0% | 1,570 | -4.8% | 0.06% | -7.8% |
| MA | Buy | MASTERCARD INCORPORATED CL Astock | $93,000 | +17.7% | 258 | +13.2% | 0.06% | +14.0% |
| GLD | SPDR GOLD SHARESetf | $93,000 | +4.5% | 545 | 0.0% | 0.06% | +1.8% | |
| SMMU | Sell | PIMCO SHORT TERM MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUNDetf | $94,000 | -9.6% | 1,830 | -9.4% | 0.06% | -13.6% |
| SHM | Sell | SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETFetf | $94,000 | -70.3% | 1,920 | -70.0% | 0.06% | -71.5% |
| PBCT | Sell | PEOPLES UNITED FINANCIAL INC COMstock | $92,000 | -6.1% | 5,142 | -8.2% | 0.06% | -9.7% |
| CTAS | Sell | CINTAS CORP COMstock | $91,000 | +16.7% | 205 | -0.5% | 0.06% | +12.2% |
| ROBO | Buy | ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETFetf | $91,000 | +9.6% | 1,296 | +0.1% | 0.06% | +3.8% |
| IJH | ISHARES S&P MIDCAP FUNDetf | $88,000 | +7.3% | 311 | 0.0% | 0.05% | +3.8% | |
| PFF | Buy | ISHARES PREFERRED AND INCOME SECURITIES ETFetf | $88,000 | +2.3% | 2,235 | +1.4% | 0.05% | 0.0% |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDetf | $89,000 | -1.1% | 880 | 0.0% | 0.05% | -5.3% | |
| CMCSA | Sell | COMCAST CORP NEW CL Astock | $87,000 | -10.3% | 1,726 | -0.1% | 0.05% | -13.1% |
| PYPL | Sell | PAYPAL HLDGS INC COMstock | $86,000 | -78.8% | 455 | -70.8% | 0.05% | -79.8% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L P COMstock | $86,000 | +41.0% | 3,913 | +39.1% | 0.05% | +33.3% |
| AEP | Buy | AMERICAN ELEC PWR CO INC COMstock | $85,000 | +13.3% | 954 | +3.9% | 0.05% | +8.3% |
| NVO | Buy | NOVO-NORDISK A S ADRadr | $84,000 | +64.7% | 754 | +40.9% | 0.05% | +59.4% |
| VLO | Buy | VALERO ENERGY CORP COMstock | $83,000 | +7.8% | 1,104 | +0.8% | 0.05% | +4.1% |
| AFL | Buy | AFLAC INC COMstock | $83,000 | +12.2% | 1,421 | +0.1% | 0.05% | +8.5% |
| USHY | Sell | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFetf | $84,000 | -61.3% | 2,045 | -60.8% | 0.05% | -62.8% |
| GOOG | Buy | ALPHABET INC CAP STK CL Cstock | $84,000 | +16.7% | 29 | +7.4% | 0.05% | +10.9% |
| DE | Sell | DEERE & CO COMstock | $82,000 | -3.5% | 240 | -5.9% | 0.05% | -7.4% |
| LQD | Buy | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf | $82,000 | 0.0% | 619 | +0.5% | 0.05% | -3.8% |
| ZTS | ZOETIS INC CL Astock | $82,000 | +26.2% | 336 | 0.0% | 0.05% | +22.0% | |
| BEN | Buy | FRANKLIN RESOURCES INC COMstock | $81,000 | +14.1% | 2,406 | +0.7% | 0.05% | +8.9% |
| IVE | ISHARES S&P 500 VALUE ETFetf | $80,000 | +8.1% | 509 | 0.0% | 0.05% | +4.3% | |
| AGNC | New | AGNC INVT CORP COMreit | $80,000 | – | 5,320 | +100.0% | 0.05% | – |
| FTC | Sell | FIRST TRUST LARGE CAP GROWTH OPPORTUNITIES ALPHADEX FUNDetf | $80,000 | +8.1% | 665 | -0.2% | 0.05% | +4.3% |
| C | Sell | CITIGROUP INC COM NEWstock | $80,000 | -19.2% | 1,318 | -6.7% | 0.05% | -22.2% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED COMstock | $79,000 | -49.7% | 140 | -48.7% | 0.05% | -51.5% |
| ITW | Sell | ILLINOIS TOOL WKS INC COMstock | $79,000 | -26.2% | 318 | -38.6% | 0.05% | -29.4% |
| PM | Buy | PHILIP MORRIS INTL INC COMstock | $78,000 | +1.3% | 819 | +0.5% | 0.05% | -2.0% |
| TMO | THERMO FISHER SCIENTIFIC INC COMstock | $77,000 | +16.7% | 116 | 0.0% | 0.05% | +11.9% | |
| ITM | Sell | VANECK INTERMEDIATE MUNI ETFetf | $77,000 | -10.5% | 1,505 | -10.7% | 0.05% | -13.0% |
| MO | Sell | ALTRIA GROUP INC COMstock | $76,000 | +1.3% | 1,599 | -2.7% | 0.05% | -4.2% |
| USB | Sell | US BANCORP DEL COM NEWstock | $74,000 | -58.2% | 1,321 | -55.6% | 0.04% | -59.8% |
| HYG | Buy | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFetf | $74,000 | 0.0% | 854 | +1.2% | 0.04% | -4.3% |
| IEUR | Buy | ISHARES CORE MSCI EUROPE ETFetf | $73,000 | +4.3% | 1,263 | +1.2% | 0.04% | 0.0% |
| FB | Sell | META PLATFORMS INC CL Astock | $71,000 | -48.6% | 212 | -47.9% | 0.04% | -50.6% |
| PSX | Sell | PHILLIPS 66 COMstock | $70,000 | -47.4% | 962 | -49.2% | 0.04% | -48.8% |
| JPST | Buy | JPMORGAN ULTRA-SHORT INCOME ETFetf | $70,000 | +55.6% | 1,380 | +56.8% | 0.04% | +48.3% |
| ARE | Buy | ALEXANDRIA REAL ESTATE EQ INC COMreit | $70,000 | +45.8% | 313 | +23.7% | 0.04% | +43.3% |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf | $70,000 | +9.4% | 650 | 0.0% | 0.04% | +4.9% | |
| HNDL | New | STRATEGY SHARES NASDAQ 7HANDL INDEX ETFetf | $71,000 | – | 2,746 | +100.0% | 0.04% | – |
| PRU | Buy | PRUDENTIAL FINL INC COMstock | $70,000 | +18.6% | 650 | +16.1% | 0.04% | +16.2% |
| VZ | Sell | VERIZON COMMUNICATIONS INC COMstock | $71,000 | -57.5% | 1,364 | -55.8% | 0.04% | -59.4% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP COMstock | $71,000 | -19.3% | 821 | -19.6% | 0.04% | -23.2% |
| TRV | Buy | TRAVELERS COMPANIES INC COMstock | $69,000 | +4.5% | 439 | +0.5% | 0.04% | 0.0% |
| IWB | ISHARES RUSSELL 1000 ETFetf | $69,000 | +9.5% | 262 | 0.0% | 0.04% | +5.0% | |
| TSLA | Buy | TESLA INC COMstock | $68,000 | +106.1% | 64 | +48.8% | 0.04% | +95.2% |
| DLR | Buy | DIGITAL RLTY TR INC COMreit | $67,000 | +36.7% | 381 | +13.4% | 0.04% | +32.3% |
| IYZ | Sell | ISHARES U.S. TELECOMMUNICATIONS ETFetf | $68,000 | +1.5% | 2,067 | -0.0% | 0.04% | -2.4% |
| SPLB | Sell | SPDR PORTFOLIO LONG TERM CORPORATE BOND ETFetf | $64,000 | -35.4% | 2,023 | -35.7% | 0.04% | -38.1% |
| RDSA | Sell | ROYAL DUTCH SHELL PLC SPONS ADR Aadr | $62,000 | -13.9% | 1,423 | -11.7% | 0.04% | -17.4% |
| IHI | Sell | ISHARES U.S. MEDICAL DEVICES ETFetf | $62,000 | +3.3% | 943 | -0.6% | 0.04% | 0.0% |
| IWP | Sell | ISHARES RUSSELL MID-CAP GROWTH ETFetf | $62,000 | -34.0% | 536 | -35.9% | 0.04% | -36.7% |
| VMBS | Sell | VANGUARD MORTGAGE-BACKED SECURITIES ETFetf | $63,000 | -14.9% | 1,190 | -14.4% | 0.04% | -19.1% |
| NI | Buy | NISOURCE INC COMstock | $61,000 | +221.1% | 2,218 | +177.2% | 0.04% | +208.3% |
| DIVO | Buy | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETFetf | $61,000 | +19.6% | 1,586 | +9.4% | 0.04% | +15.6% |
| CRM | Sell | SALESFORCE COM INC COMstock | $57,000 | -12.3% | 225 | -6.2% | 0.04% | -14.6% |
| LMBS | Sell | FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETFetf | $57,000 | -54.8% | 1,144 | -53.9% | 0.04% | -56.2% |
| SPXL | DIREXION DAILY S&P 500 BULL 3X SHARESetf | $57,000 | +35.7% | 394 | 0.0% | 0.04% | +29.6% | |
| New | APOLLO COML REAL ESTATE FIN 4.75 08/23/2022convertible | $55,000 | – | 55,000 | +100.0% | 0.03% | – | |
| GD | Sell | GENERAL DYNAMICS CORP COMstock | $55,000 | -39.6% | 264 | -43.1% | 0.03% | -41.4% |
| FDLO | Sell | FIDELITY LOW VOLATILITY FACTOR ETFetf | $55,000 | -12.7% | 1,049 | -20.3% | 0.03% | -15.0% |
| RSP | Sell | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $56,000 | -21.1% | 346 | -26.5% | 0.03% | -24.4% |
| HEGD | New | SWAN HEDGED EQUITY US LARGE CAP ETFetf | $55,000 | – | 2,818 | +100.0% | 0.03% | – |
| SMB | Sell | VANECK SHORT MUNI ETFetf | $54,000 | -39.3% | 3,000 | -39.4% | 0.03% | -41.1% |
| RSG | Buy | REPUBLIC SVCS INC COMstock | $53,000 | +17.8% | 378 | +0.3% | 0.03% | +10.3% |
| MTUM | Sell | ISHARES MSCI USA MOMENTUM FACTOR ETFetf | $51,000 | -52.8% | 278 | -54.6% | 0.03% | -54.4% |
| JNK | Buy | SPDR BLOOMBERG HIGH YIELD BOND ETFetf | $51,000 | 0.0% | 472 | +1.3% | 0.03% | -3.1% |
| RVNU | Buy | X-TRACKERS MUNICIPAL INFRASTRUCTURE REVENUE BOND ETFetf | $51,000 | +2.0% | 1,743 | +0.6% | 0.03% | -3.1% |
| TER | Buy | TERADYNE INC COMstock | $50,000 | +66.7% | 304 | +9.7% | 0.03% | +57.9% |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETFetf | $49,000 | +11.4% | 584 | 0.0% | 0.03% | +7.1% | |
| IGIB | Sell | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $49,000 | -3.9% | 829 | -3.2% | 0.03% | -6.2% |
| IGLB | Sell | ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $49,000 | -73.7% | 702 | -73.9% | 0.03% | -74.6% |
| INTU | Sell | INTUIT COMstock | $49,000 | +19.5% | 76 | -1.3% | 0.03% | +15.4% |
| QQEW | Sell | FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUNDetf | $49,000 | -27.9% | 413 | -33.0% | 0.03% | -30.2% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW COMreit | $48,000 | +65.5% | 229 | +35.5% | 0.03% | +61.1% |
| SHLX | Buy | SHELL MIDSTREAM PARTNERS L P UNIT LTD INTstock | $47,000 | 0.0% | 4,050 | +2.4% | 0.03% | -3.3% |
| WEC | Buy | WEC ENERGY GROUP INC COMstock | $48,000 | +11.6% | 490 | +0.4% | 0.03% | +7.4% |
| WSC | WILLSCOT MOBIL MINI HLDNG CORP COM CL Astock | $46,000 | +31.4% | 1,116 | 0.0% | 0.03% | +27.3% | |
| STOR | Buy | STORE CAP CORP COMreit | $46,000 | +70.4% | 1,340 | +61.4% | 0.03% | +64.7% |
| RGR | Sell | STURM RUGER & CO INC COMstock | $44,000 | -26.7% | 649 | -20.0% | 0.03% | -28.9% |
| D | Sell | DOMINION ENERGY INC COMstock | $45,000 | -19.6% | 571 | -25.7% | 0.03% | -22.9% |
| FAAR | Buy | FIRST TRUST ALTERNATIVE ABSOLUTE RETURN STRATEGY ETFetf | $44,000 | -4.3% | 1,532 | +1.3% | 0.03% | -6.9% |
| RODM | Sell | HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETFetf | $43,000 | -25.9% | 1,411 | -27.2% | 0.03% | -29.7% |
| NKE | NIKE INC CL Bstock | $42,000 | +13.5% | 252 | 0.0% | 0.03% | +13.0% | |
| FVD | Buy | FIRST TRUST VALUE LINE DIVIDEND INDEX FUNDetf | $42,000 | +7.7% | 985 | +0.1% | 0.03% | +4.0% |
| PROSPECT CAP CORP 4.95 07/15/2022convertible | $42,000 | -2.3% | 42,000 | 0.0% | 0.03% | -3.7% | ||
| PDP | Sell | INVESCO DWA MOMENTUM ETFetf | $43,000 | +7.5% | 451 | -0.2% | 0.03% | +4.0% |
| MGM | MGM RESORTS INTERNATIONAL COMstock | $41,000 | +2.5% | 921 | 0.0% | 0.02% | 0.0% | |
| MUST | New | COLUMBIA MULTI-SECTOR MUNICIPAL INCOME ETFetf | $41,000 | – | 1,800 | +100.0% | 0.02% | – |
| BDX | BECTON DICKINSON & CO COMstock | $41,000 | +2.5% | 164 | 0.0% | 0.02% | 0.0% | |
| WLL | WHITING PETE CORP NEW COM NEWstock | $40,000 | +11.1% | 618 | 0.0% | 0.02% | +4.3% | |
| MDLZ | Sell | MONDELEZ INTL INC CL Astock | $40,000 | +2.6% | 600 | -11.0% | 0.02% | -4.0% |
| BLACKROCK TCP CAPITAL CORP 4.625 03/01/2022convertible | $40,000 | 0.0% | 40,000 | 0.0% | 0.02% | -4.0% | ||
| HAS | Buy | HASBRO INC COMstock | $40,000 | +14.3% | 391 | +0.5% | 0.02% | +9.1% |
| MKC | MCCORMICK & CO INC COM NON VTGstock | $39,000 | +21.9% | 399 | 0.0% | 0.02% | +20.0% | |
| NUAN | NUANCE COMMUNICATIONS INC COMstock | $39,000 | 0.0% | 703 | 0.0% | 0.02% | -4.0% | |
| SWKS | SKYWORKS SOLUTIONS INC COMstock | $40,000 | -7.0% | 258 | 0.0% | 0.02% | -11.1% | |
| PFG | New | PRINCIPAL FINANCIAL GROUP INC COMstock | $37,000 | – | 513 | +100.0% | 0.02% | – |
| AXP | AMERICAN EXPRESS CO COMstock | $37,000 | 0.0% | 224 | 0.0% | 0.02% | 0.0% | |
| IWF | ISHARES RUSSELL 1000 GROWTH ETFetf | $38,000 | +11.8% | 125 | 0.0% | 0.02% | +4.5% | |
| TTD | Buy | THE TRADE DESK INC COM CL Astock | $37,000 | +37.0% | 404 | +6.3% | 0.02% | +35.3% |
| SUB | Sell | ISHARES SHORT-TERM NATIONAL MUNI BOND ETFetf | $36,000 | -65.7% | 335 | -65.6% | 0.02% | -67.2% |
| ROST | ROSS STORES INC COMstock | $35,000 | +6.1% | 307 | 0.0% | 0.02% | 0.0% | |
| RWL | INVESCO S&P 500 REVENUE ETFetf | $34,000 | +9.7% | 429 | 0.0% | 0.02% | +5.0% | |
| ARKK | Buy | ARK INNOVATION ETFetf | $35,000 | -5.4% | 366 | +8.9% | 0.02% | -8.7% |
| UMPQ | Sell | UMPQUA HLDGS CORP COMstock | $34,000 | -76.9% | 1,788 | -75.4% | 0.02% | -77.4% |
| MDT | Sell | MEDTRONIC PLC SHSstock | $34,000 | -17.1% | 324 | -0.3% | 0.02% | -19.2% |
| CDNS | Buy | CADENCE DESIGN SYSTEM INC COMstock | $35,000 | +25.0% | 189 | +3.8% | 0.02% | +16.7% |
| HYLS | Buy | FIRST TRUST TACTICAL HIGH YIELD ETFetf | $34,000 | 0.0% | 703 | +0.6% | 0.02% | -4.5% |
| ROBT | Sell | FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE AND ROBOTICS ETFetf | $34,000 | +3.0% | 612 | -0.2% | 0.02% | 0.0% |
| PSMB | New | INVESCO BALANCED MULTI-ASSET ALLOCATION ETFetf | $32,000 | – | 1,864 | +100.0% | 0.02% | – |
| MRNA | Sell | MODERNA INC COMstock | $32,000 | -33.3% | 125 | -0.8% | 0.02% | -33.3% |
| FTA | FIRST TRUST LARGE CAP VALUE OPPORTUNITIES ALPHADEX FUNDetf | $32,000 | +10.3% | 452 | 0.0% | 0.02% | +11.1% | |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS COMstock | $32,000 | -83.9% | 242 | -83.1% | 0.02% | -84.1% |
| OKE | Buy | ONEOK INC NEW COMstock | $32,000 | +3.2% | 543 | +1.3% | 0.02% | 0.0% |
| SAVE | SPIRIT AIRLS INC COMstock | $32,000 | -15.8% | 1,460 | 0.0% | 0.02% | -16.7% | |
| SRE | SEMPRA COMstock | $31,000 | +6.9% | 231 | 0.0% | 0.02% | +5.6% | |
| QS | New | QUANTUMSCAPE CORP COM CL Astock | $31,000 | – | 1,400 | +100.0% | 0.02% | – |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETFetf | $31,000 | -3.1% | 874 | 0.0% | 0.02% | -5.0% | |
| BP | Sell | BP PLC SPONSORED ADRadr | $29,000 | -23.7% | 1,088 | -21.2% | 0.02% | -25.0% |
| SDY | New | SPDR S&P DIVIDEND ETFetf | $30,000 | – | 231 | +100.0% | 0.02% | – |
| QRVO | Buy | QORVO INC COMstock | $30,000 | +11.1% | 195 | +22.6% | 0.02% | +5.9% |
| WRB | Buy | BERKLEY W R CORP COMstock | $29,000 | +11.5% | 356 | +1.4% | 0.02% | +12.5% |
| MRVL | Sell | MARVELL TECHNOLOGY INC COMstock | $29,000 | +20.8% | 332 | -15.7% | 0.02% | +20.0% |
| SPTL | Buy | SPDR PORTFOLIO LONG TERM TREASURY ETFetf | $30,000 | +3.4% | 701 | +0.1% | 0.02% | 0.0% |
| CRNC | Buy | CERENCE INC COMstock | $29,000 | -21.6% | 382 | +0.3% | 0.02% | -21.7% |
| KEYS | KEYSIGHT TECHNOLOGIES INC COMstock | $29,000 | +26.1% | 139 | 0.0% | 0.02% | +20.0% | |
| FDN | FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDXetf | $28,000 | -3.4% | 124 | 0.0% | 0.02% | -5.6% | |
| PAYC | Sell | PAYCOM SOFTWARE INC COMstock | $28,000 | -55.6% | 67 | -47.2% | 0.02% | -57.5% |
| LKQ | Buy | LKQ CORP COMstock | $28,000 | +21.7% | 468 | +0.4% | 0.02% | +13.3% |
| SPAB | SPDR PORTFOLIO AGGREGATE BOND ETFetf | $28,000 | 0.0% | 931 | 0.0% | 0.02% | -5.6% | |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LPstock | $28,000 | 0.0% | 608 | 0.0% | 0.02% | -5.6% | |
| RWT | New | REDWOOD TR INC COMreit | $27,000 | – | 2,055 | +100.0% | 0.02% | – |
| GSK | New | GLAXOSMITHKLINE PLC SPONSORED ADRadr | $27,000 | – | 605 | +100.0% | 0.02% | – |
| GAB | Buy | GABELLI EQUITY TR INC COMcef | $26,000 | +13.0% | 3,611 | +2.5% | 0.02% | +6.7% |
| FTSM | Sell | FIRST TRUST ENHANCED SHORT MATURITY ETFetf | $27,000 | 0.0% | 445 | -0.2% | 0.02% | -5.9% |
| FMF | Buy | FIRST TRUST MANAGED FUTURES STRATEGY FUNDetf | $27,000 | -3.6% | 602 | +0.7% | 0.02% | -11.1% |
| FDT | Sell | FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUNDetf | $26,000 | 0.0% | 422 | -0.2% | 0.02% | 0.0% |
| FPX | FIRST TRUST US EQUITY OPPORTUNITIES ETFetf | $27,000 | -3.6% | 224 | 0.0% | 0.02% | -11.1% | |
| STE | STERIS PLC SHS USDstock | $26,000 | +18.2% | 106 | 0.0% | 0.02% | +14.3% | |
| MU | MICRON TECHNOLOGY INC COMstock | $27,000 | +28.6% | 290 | 0.0% | 0.02% | +23.1% | |
| HPF | Sell | HANCOCK JOHN PFD INCOME FD II COMcef | $26,000 | -3.7% | 1,226 | -0.1% | 0.02% | -5.9% |
| SLV | ISHARES SILVER TRUSTetf | $26,000 | +4.0% | 1,224 | 0.0% | 0.02% | 0.0% | |
| CSX | Sell | CSX CORP COMstock | $26,000 | -21.2% | 688 | -38.2% | 0.02% | -23.8% |
| SNCY | SUN CTRY AIRLS HLDGS INC COMstock | $27,000 | -20.6% | 1,000 | 0.0% | 0.02% | -27.3% | |
| ETR | Buy | ENTERGY CORP NEW COMstock | $25,000 | +13.6% | 224 | +0.9% | 0.02% | +7.1% |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETFetf | $25,000 | +4.2% | 368 | 0.0% | 0.02% | 0.0% | |
| SHOP | Sell | SHOPIFY INC CL Astock | $25,000 | -56.9% | 18 | -58.1% | 0.02% | -59.5% |
| SIVR | ABERDEEN STANDARD PHYSICAL SILVER SHARES ETFetf | $24,000 | +4.3% | 1,085 | 0.0% | 0.02% | 0.0% | |
| DEO | DIAGEO PLC SPON ADR NEWadr | $24,000 | +14.3% | 111 | 0.0% | 0.02% | +15.4% | |
| DOCU | Buy | DOCUSIGN INC COMstock | $23,000 | -14.8% | 149 | +41.9% | 0.01% | -17.6% |
| SQ | Buy | BLOCK INC CL Astock | $23,000 | -23.3% | 141 | +14.6% | 0.01% | -26.3% |
| FITB | Sell | FIFTH THIRD BANCORP COMstock | $23,000 | -68.5% | 529 | -69.0% | 0.01% | -69.6% |
| New | INNOVATOR S&P INVESTMENT GRADE PREFERRED ETFetf | $23,000 | – | 940 | +100.0% | 0.01% | – | |
| FEM | Buy | FIRST TRUST EMERGING MARKETS ALPHADEX FUNDetf | $23,000 | -4.2% | 896 | +0.1% | 0.01% | -6.7% |
| SYY | Buy | SYSCO CORP COMstock | $23,000 | 0.0% | 289 | +0.3% | 0.01% | -6.7% |
| AAL | Buy | AMERICAN AIRLS GROUP INC COMstock | $23,000 | +4.5% | 1,268 | +18.7% | 0.01% | 0.0% |
| SYNA | Buy | SYNAPTICS INC COMstock | $23,000 | +228.6% | 81 | +102.5% | 0.01% | +250.0% |
| DCP | DCP MIDSTREAM LP COM UT LTD PTNstock | $23,000 | -4.2% | 852 | 0.0% | 0.01% | -6.7% | |
| CHD | CHURCH & DWIGHT CO INC COMstock | $21,000 | +23.5% | 200 | 0.0% | 0.01% | +18.2% | |
| NOW | SERVICENOW INC COMstock | $21,000 | +5.0% | 32 | 0.0% | 0.01% | 0.0% | |
| IMCV | ISHARES MORNINGSTAR MID-CAP VALUE ETFetf | $22,000 | +10.0% | 315 | 0.0% | 0.01% | 0.0% | |
| ENB | Sell | ENBRIDGE INC COMstock | $22,000 | -12.0% | 572 | -7.6% | 0.01% | -18.8% |
| LITE | Sell | LUMENTUM HLDGS INC COMstock | $22,000 | +10.0% | 207 | -14.5% | 0.01% | 0.0% |
| FREL | Buy | FIDELITY MSCI REAL ESTATE INDEX ETFetf | $21,000 | +10.5% | 616 | +0.7% | 0.01% | +8.3% |
| SCHI | Sell | SCHWAB 5-10 YEAR CORPORATE BOND ETFetf | $22,000 | -4.3% | 419 | -4.3% | 0.01% | -13.3% |
| PHO | Sell | INVESCO WATER RESOURCES ETFetf | $21,000 | +10.5% | 352 | -0.3% | 0.01% | +8.3% |
| ORCL | ORACLE CORP COMstock | $21,000 | 0.0% | 246 | 0.0% | 0.01% | 0.0% | |
| CLX | Sell | CLOROX CO DEL COMstock | $22,000 | -87.3% | 127 | -87.9% | 0.01% | -88.2% |
| RIO | New | RIO TINTO PLC SPONSORED ADRadr | $22,000 | – | 330 | +100.0% | 0.01% | – |
| AWK | Sell | AMERICAN WTR WKS CO INC NEW COMstock | $19,000 | -73.2% | 100 | -76.1% | 0.01% | -73.3% |
| SCI | SERVICE CORP INTL COMstock | $19,000 | +11.8% | 274 | 0.0% | 0.01% | +9.1% | |
| CAH | Buy | CARDINAL HEALTH INC COMstock | $20,000 | +5.3% | 378 | +0.8% | 0.01% | 0.0% |
| IGD | Buy | VOYA GLBL EQTY DIV & PREM OPP COMcef | $20,000 | +5.3% | 3,224 | +1.4% | 0.01% | 0.0% |
| ALRM | Sell | ALARM COM HLDGS INC COMstock | $19,000 | +5.6% | 226 | -0.4% | 0.01% | +9.1% |
| GM | GENERAL MTRS CO COMstock | $20,000 | +11.1% | 339 | 0.0% | 0.01% | +9.1% | |
| U | Sell | UNITY SOFTWARE INC COMstock | $19,000 | -9.5% | 136 | -16.6% | 0.01% | -7.7% |
| TLT | ISHARES 20 YEAR TREASURY BOND ETFetf | $19,000 | 0.0% | 129 | 0.0% | 0.01% | 0.0% | |
| SLQD | ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $20,000 | 0.0% | 382 | 0.0% | 0.01% | -7.7% | |
| JBLU | Buy | JETBLUE AWYS CORP COMstock | $20,000 | 0.0% | 1,400 | +7.7% | 0.01% | -7.7% |
| NFLX | NETFLIX INC COMstock | $19,000 | -5.0% | 32 | 0.0% | 0.01% | -7.7% | |
| PKX | New | POSCO SPONSORED ADRadr | $20,000 | – | 340 | +100.0% | 0.01% | – |
| PLUG | Sell | PLUG POWER INC COM NEWstock | $19,000 | 0.0% | 662 | -13.1% | 0.01% | 0.0% |
| LUV | Buy | SOUTHWEST AIRLS CO COMstock | $18,000 | +5.9% | 422 | +31.1% | 0.01% | 0.0% |
| DIA | Buy | SPDR DOW JONES INDUSTRIAL AVERAGE ETFetf | $18,000 | +28.6% | 48 | +14.3% | 0.01% | +22.2% |
| FDX | FEDEX CORP COMstock | $18,000 | +20.0% | 68 | 0.0% | 0.01% | +10.0% | |
| XEL | Buy | XCEL ENERGY INC COMstock | $17,000 | +6.2% | 258 | +0.4% | 0.01% | 0.0% |
| SCHO | Sell | SCHWAB SHORT-TERM U.S. TREASURY ETFetf | $17,000 | -64.6% | 340 | -63.8% | 0.01% | -66.7% |
| XLK | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $17,000 | +13.3% | 100 | 0.0% | 0.01% | 0.0% | |
| VUG | Buy | VANGUARD GROWTH INDEX FUNDetf | $17,000 | +41.7% | 53 | +26.2% | 0.01% | +25.0% |
| PEG | PUBLIC SVC ENTERPRISE GRP INC COMstock | $17,000 | +13.3% | 254 | 0.0% | 0.01% | 0.0% | |
| RS | Buy | RELIANCE STEEL & ALUMINUM CO COMstock | $16,000 | +166.7% | 100 | +150.0% | 0.01% | +150.0% |
| SONO | SONOS INC COMstock | $17,000 | -5.6% | 561 | 0.0% | 0.01% | -9.1% | |
| APAM | ARTISAN PARTNERS ASSET MGMT IN CL Astock | $16,000 | -5.9% | 340 | 0.0% | 0.01% | -9.1% | |
| FEP | FIRST TRUST EUROPE ALPHADEX FUNDetf | $16,000 | +6.7% | 367 | 0.0% | 0.01% | 0.0% | |
| EWW | Buy | ISHARES MSCI MEXICO ETFetf | $16,000 | +14.3% | 309 | +3.7% | 0.01% | +11.1% |
| HFC | HOLLYFRONTIER CORP COMstock | $17,000 | 0.0% | 504 | 0.0% | 0.01% | -9.1% | |
| AZO | Buy | AUTOZONE INC COMstock | $17,000 | +240.0% | 8 | +166.7% | 0.01% | +233.3% |
| VRTX | VERTEX PHARMACEUTICALS INC COMstock | $14,000 | +16.7% | 65 | 0.0% | 0.01% | +12.5% | |
| ULCC | FRONTIER GROUP HLDGS INC COMstock | $14,000 | -12.5% | 1,000 | 0.0% | 0.01% | -10.0% | |
| TDOC | Buy | TELADOC HEALTH INC COMstock | $15,000 | -28.6% | 168 | +0.6% | 0.01% | -30.8% |
| F | Sell | FORD MTR CO DEL COMstock | $15,000 | +25.0% | 727 | -16.8% | 0.01% | +12.5% |
| CC | Sell | CHEMOURS CO COMstock | $15,000 | -11.8% | 451 | -22.9% | 0.01% | -18.2% |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETFetf | $14,000 | 0.0% | 121 | 0.0% | 0.01% | 0.0% | |
| TRMB | Buy | TRIMBLE INC COMstock | $15,000 | +150.0% | 173 | +147.1% | 0.01% | +125.0% |
| SIZE | Sell | ISHARES MSCI USA SIZE FACTOR ETFetf | $14,000 | -46.2% | 104 | -49.8% | 0.01% | -43.8% |
| ORI | New | OLD REP INTL CORP COMstock | $15,000 | – | 600 | +100.0% | 0.01% | – |
| SSB | Buy | SOUTHSTATE CORPORATION COMstock | $15,000 | +7.1% | 186 | +0.5% | 0.01% | 0.0% |
| TDY | TELEDYNE TECHNOLOGIES INC COMstock | $15,000 | 0.0% | 35 | 0.0% | 0.01% | -10.0% | |
| BBY | Sell | BEST BUY INC COMstock | $15,000 | -28.6% | 150 | -25.0% | 0.01% | -30.8% |
| New | FEDERAL REALTY OP LP SH BEN INT NEWreit | $15,000 | – | 107 | +100.0% | 0.01% | – | |
| BLNK | BLINK CHARGING CO COMstock | $15,000 | -11.8% | 583 | 0.0% | 0.01% | -18.2% | |
| ACLS | New | AXCELIS TECHNOLOGIES INC COM NEWstock | $15,000 | – | 200 | +100.0% | 0.01% | – |
| J | JACOBS ENGR GROUP INC COMstock | $14,000 | 0.0% | 104 | 0.0% | 0.01% | 0.0% | |
| CTXS | CITRIX SYS INC COMstock | $14,000 | -12.5% | 145 | 0.0% | 0.01% | -10.0% | |
| ADM | ARCHER DANIELS MIDLAND CO COMstock | $13,000 | +8.3% | 197 | 0.0% | 0.01% | 0.0% | |
| CHPT | Buy | CHARGEPOINT HOLDINGS INC COM CL Astock | $13,000 | +62.5% | 693 | +68.6% | 0.01% | +60.0% |
| AYX | Buy | ALTERYX INC COM CL Astock | $13,000 | +85.7% | 220 | +141.8% | 0.01% | +100.0% |
| XLI | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $11,000 | +10.0% | 100 | 0.0% | 0.01% | +16.7% | |
| THERATECHNOLOGIES INC 5.75 06/30/2023convertible | $11,000 | 0.0% | 12,000 | 0.0% | 0.01% | 0.0% | ||
| PKG | PACKAGING CORP AMER COMstock | $12,000 | 0.0% | 87 | 0.0% | 0.01% | -12.5% | |
| EIX | Buy | EDISON INTL COMstock | $11,000 | +22.2% | 167 | +0.6% | 0.01% | +16.7% |
| DY | DYCOM INDS INC COMstock | $11,000 | +37.5% | 115 | 0.0% | 0.01% | +40.0% | |
| DAL | Buy | DELTA AIR LINES INC DEL COM NEWstock | $12,000 | +200.0% | 300 | +200.0% | 0.01% | +133.3% |
| IJK | Buy | ISHARES S&P MID-CAP 400 GROWTH ETFetf | $12,000 | +9.1% | 140 | +2.2% | 0.01% | 0.0% |
| DHI | D R HORTON INC COMstock | $11,000 | +22.2% | 103 | 0.0% | 0.01% | +16.7% | |
| CARR | Sell | CARRIER GLOBAL CORPORATION COMstock | $11,000 | -47.6% | 200 | -50.0% | 0.01% | -46.2% |
| CLH | CLEAN HARBORS INC COMstock | $11,000 | 0.0% | 106 | 0.0% | 0.01% | 0.0% | |
| ISRG | Buy | INTUITIVE SURGICAL INC COM NEWstock | $12,000 | +9.1% | 33 | +200.0% | 0.01% | 0.0% |
| ICE | INTERCONTINENTAL EXCHANGE INC COMstock | $12,000 | +20.0% | 91 | 0.0% | 0.01% | +16.7% | |
| XNTK | SPDR NYSE TECHNOLOGY ETFetf | $11,000 | +10.0% | 65 | 0.0% | 0.01% | +16.7% | |
| RBLX | Buy | ROBLOX CORP CL Astock | $11,000 | +175.0% | 108 | +107.7% | 0.01% | +133.3% |
| BLOK | AMPLIFY TRANSFORMATIONAL DATA SHARING ETFetf | $12,000 | -7.7% | 302 | 0.0% | 0.01% | -12.5% | |
| GUT | Buy | GABELLI UTIL TR COMcef | $11,000 | +10.0% | 1,299 | +1.9% | 0.01% | +16.7% |
| UFPI | UFP INDUSTRIES INC COMstock | $12,000 | +33.3% | 135 | 0.0% | 0.01% | +16.7% | |
| SCHW | SCHWAB CHARLES CORP COMstock | $12,000 | +20.0% | 141 | 0.0% | 0.01% | +16.7% | |
| STZ | CONSTELLATION BRANDS INC CL Astock | $11,000 | +22.2% | 43 | 0.0% | 0.01% | +16.7% | |
| XLY | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $11,000 | +10.0% | 55 | 0.0% | 0.01% | +16.7% | |
| KEY | Buy | KEYCORP COMstock | $12,000 | +9.1% | 508 | +0.8% | 0.01% | 0.0% |
| TGLS | TECNOGLASS INC SHSstock | $12,000 | +20.0% | 477 | 0.0% | 0.01% | +16.7% | |
| ALL | Sell | ALLSTATE CORP COMstock | $12,000 | -33.3% | 100 | -31.0% | 0.01% | -36.4% |
| SHV | ISHARES SHORT TREASURY BOND ETFetf | $11,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% | |
| IXN | ISHARES GLOBAL TECH ETFetf | $12,000 | +9.1% | 189 | 0.0% | 0.01% | 0.0% | |
| IHF | ISHARES U.S. HEALTHCARE PROVIDERS ETFetf | $12,000 | +20.0% | 40 | 0.0% | 0.01% | +16.7% | |
| GOLD | Buy | BARRICK GOLD CORP COMstock | $11,000 | 0.0% | 587 | +0.5% | 0.01% | 0.0% |
| IXUS | Buy | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFetf | $11,000 | +22.2% | 148 | +15.6% | 0.01% | +16.7% |
| XLNX | New | XILINX INC COMstock | $11,000 | – | 51 | +100.0% | 0.01% | – |
| COLM | COLUMBIA SPORTSWEAR CO COMstock | $11,000 | +10.0% | 109 | 0.0% | 0.01% | +16.7% | |
| TMUS | T-MOBILE US INC COMstock | $11,000 | -8.3% | 92 | 0.0% | 0.01% | -12.5% | |
| AFRM | AFFIRM HLDGS INC COM CL Astock | $10,000 | -16.7% | 100 | 0.0% | 0.01% | -25.0% | |
| ARCC | Sell | ARES CAPITAL CORP COMcef | $10,000 | -9.1% | 453 | -18.1% | 0.01% | -14.3% |
| NVVE | NUVVE HOLDING CORP COMstock | $10,000 | +25.0% | 775 | 0.0% | 0.01% | +20.0% | |
| EIS | ISHARES MSCI ISRAEL ETFetf | $10,000 | 0.0% | 133 | 0.0% | 0.01% | 0.0% | |
| MCHI | Sell | ISHARES MSCI CHINA ETFetf | $10,000 | -28.6% | 154 | -23.4% | 0.01% | -33.3% |
| IDA | Buy | IDACORP INC COMstock | $10,000 | +100.0% | 90 | +80.0% | 0.01% | +100.0% |
| SLYG | SPDR S&P 600 SMALL CAP GROWTH ETFetf | $10,000 | 0.0% | 110 | 0.0% | 0.01% | 0.0% | |
| EUSB | Buy | ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETFetf | $10,000 | +400.0% | 198 | +395.0% | 0.01% | +500.0% |
| QUS | New | SPDR MSCI USA STRATEGICFACTORS ETFetf | $10,000 | – | 76 | +100.0% | 0.01% | – |
| IYE | Buy | ISHARES U.S. ENERGY ETFetf | $10,000 | +11.1% | 317 | +1.0% | 0.01% | 0.0% |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFetf | $10,000 | +11.1% | 101 | 0.0% | 0.01% | 0.0% | |
| BB | BLACKBERRY LTD COMstock | $10,000 | 0.0% | 1,020 | 0.0% | 0.01% | 0.0% | |
| INDA | ISHARES MSCI INDIA INDEX FUNDetf | $10,000 | -9.1% | 218 | 0.0% | 0.01% | -14.3% | |
| EVRG | Sell | EVERGY INC COMstock | $10,000 | -84.6% | 150 | -85.7% | 0.01% | -85.4% |
| IEFA | Buy | ISHARES CORE MSCI EAFE ETFetf | $10,000 | 0.0% | 134 | +1.5% | 0.01% | 0.0% |
| CCL | CARNIVAL CORP COMMON STOCKstock | $10,000 | -23.1% | 500 | 0.0% | 0.01% | -25.0% | |
| BLDR | New | BUILDERS FIRSTSOURCE INC COMstock | $9,000 | – | 100 | +100.0% | 0.01% | – |
| X | Buy | UNITED STATES STL CORP NEW COMstock | $9,000 | +125.0% | 385 | +108.1% | 0.01% | +66.7% |
| ILCG | ISHARES MORNINGSTAR GROWTH ETFetf | $9,000 | +12.5% | 125 | 0.0% | 0.01% | 0.0% | |
| VALE | Buy | VALE S A SPONSORED ADSadr | $8,000 | +14.3% | 567 | +9.9% | 0.01% | +25.0% |
| GILD | Sell | GILEAD SCIENCES INC COMstock | $9,000 | -47.1% | 126 | -47.9% | 0.01% | -54.5% |
| HDMV | Sell | FIRST TRUST HORIZON MANAGED VOLATILITY DEVELOPED INTERNATIONAL ETFetf | $9,000 | +12.5% | 273 | -0.4% | 0.01% | 0.0% |
| KNX | Sell | KNIGHT-SWIFT TRANSN HLDGS INC CL Astock | $9,000 | +28.6% | 145 | -0.7% | 0.01% | +25.0% |
| FNY | FIRST TRUST MID CAP GROWTH ALPHADEX FUNDetf | $8,000 | +14.3% | 104 | 0.0% | 0.01% | +25.0% | |
| CIBR | Sell | FIRST TRUST NASDAQ CEA CYBERSECURITY ETFetf | $9,000 | -57.1% | 170 | -60.9% | 0.01% | -61.5% |
| ARKG | ARK GENOMIC REVOLUTION ETFetf | $8,000 | -20.0% | 135 | 0.0% | 0.01% | -16.7% | |
| THO | THOR INDS INC COMstock | $9,000 | -18.2% | 86 | 0.0% | 0.01% | -28.6% | |
| EBS | EMERGENT BIOSOLUTIONS INC COMstock | $9,000 | -10.0% | 200 | 0.0% | 0.01% | -16.7% | |
| A | AGILENT TECHNOLOGIES INC COMstock | $9,000 | 0.0% | 59 | 0.0% | 0.01% | -16.7% | |
| DTE | DTE ENERGY CO COMstock | $9,000 | +12.5% | 75 | 0.0% | 0.01% | 0.0% | |
| ELP | Buy | COMPANHIA PARANAENSE ENERG COP SPON ADSadr | $9,000 | -10.0% | 1,632 | +7.9% | 0.01% | -16.7% |
| CIG | CIA ENERGETICA DE MINAS GERAIS SP ADR N-V PFDadr | $9,000 | -10.0% | 3,825 | 0.0% | 0.01% | -16.7% | |
| JWN | Sell | NORDSTROM INC COMstock | $9,000 | -10.0% | 375 | -0.3% | 0.01% | -16.7% |
| OCUL | OCULAR THERAPEUTIX INC COMstock | $9,000 | -30.8% | 1,257 | 0.0% | 0.01% | -37.5% | |
| ATVI | Sell | ACTIVISION BLIZZARD INC COMstock | $8,000 | -75.8% | 127 | -70.3% | 0.01% | -76.2% |
| BURL | BURLINGTON STORES INC COMstock | $9,000 | 0.0% | 30 | 0.0% | 0.01% | -16.7% | |
| PETQ | New | PETIQ INC COM CL Astock | $9,000 | – | 411 | +100.0% | 0.01% | – |
| HYS | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUNDetf | $8,000 | 0.0% | 78 | 0.0% | 0.01% | 0.0% | |
| ATO | ATMOS ENERGY CORP COMstock | $9,000 | +12.5% | 87 | 0.0% | 0.01% | 0.0% | |
| PSMT | Sell | PRICESMART INC COMstock | $9,000 | 0.0% | 120 | -0.8% | 0.01% | -16.7% |
| SNY | Sell | SANOFI SPONSORED ADRadr | $8,000 | +14.3% | 151 | -0.7% | 0.01% | +25.0% |
| ESTC | New | ELASTIC N V ORD SHSstock | $7,000 | – | 54 | +100.0% | 0.00% | – |
| HMC | HONDA MOTOR LTD AMERN SHSadr | $6,000 | -14.3% | 219 | 0.0% | 0.00% | 0.0% | |
| QGEN | QIAGEN NV SHS NEWstock | $6,000 | +20.0% | 100 | 0.0% | 0.00% | +33.3% | |
| FREY | New | FREYR BATTERY SHSstock | $6,000 | – | 500 | +100.0% | 0.00% | – |
| WAB | Buy | WABTEC COMstock | $6,000 | +50.0% | 65 | +51.2% | 0.00% | +33.3% |
| EBAY | EBAY INC. COMstock | $6,000 | 0.0% | 88 | 0.0% | 0.00% | 0.0% | |
| EA | ELECTRONIC ARTS INC COMstock | $6,000 | -14.3% | 46 | 0.0% | 0.00% | 0.0% | |
| MRTN | Buy | MARTEN TRANS LTD COMstock | $6,000 | +20.0% | 336 | +3.4% | 0.00% | +33.3% |
| STLD | Sell | STEEL DYNAMICS INC COMstock | $6,000 | -50.0% | 100 | -50.0% | 0.00% | -50.0% |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETFetf | $6,000 | +20.0% | 45 | 0.0% | 0.00% | +33.3% | |
| UBER | Buy | UBER TECHNOLOGIES INC COMstock | $6,000 | +200.0% | 138 | +263.2% | 0.00% | +300.0% |
| NCLH | New | NORWEGIAN CRUISE LINE HLDG LTD SHSstock | $6,000 | – | 300 | +100.0% | 0.00% | – |
| FCEL | Buy | FUELCELL ENERGY INC COMstock | $7,000 | 0.0% | 1,326 | +29.2% | 0.00% | 0.0% |
| GGT | Buy | GABELLI MULTIMEDIA TR INC COMcef | $6,000 | 0.0% | 674 | +2.4% | 0.00% | 0.0% |
| ZNGA | ZYNGA INC CL Astock | $7,000 | -12.5% | 1,070 | 0.0% | 0.00% | -20.0% | |
| AMCR | Buy | AMCOR PLC ORDstock | $6,000 | 0.0% | 504 | +0.8% | 0.00% | 0.0% |
| SOXX | New | ISHARES SEMICONDUCTOR FUNDetf | $7,000 | – | 12 | +100.0% | 0.00% | – |
| USXF | Buy | ISHARES ESG ADVANCED MSCI USA ETFetf | $7,000 | +133.3% | 175 | +113.4% | 0.00% | +100.0% |
| ROKT | SPDR S&P KENSHO FINAL FRONTIERS ETFetf | $7,000 | 0.0% | 164 | 0.0% | 0.00% | 0.0% | |
| CLF | New | CLEVELAND-CLIFFS INC NEW COMstock | $7,000 | – | 300 | +100.0% | 0.00% | – |
| NET | Sell | CLOUDFLARE INC CL A COMstock | $6,000 | -50.0% | 49 | -52.9% | 0.00% | -50.0% |
| WDC | New | WESTERN DIGITAL CORP. COMstock | $7,000 | – | 100 | +100.0% | 0.00% | – |
| EPI | WISDOMTREE INDIA EARNINGS FUNDetf | $7,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| OPEN | Buy | OPENDOOR TECHNOLOGIES INC COMstock | $7,000 | +16.7% | 450 | +50.0% | 0.00% | 0.0% |
| CEVA | Sell | CEVA INC COMstock | $7,000 | -30.0% | 173 | -29.4% | 0.00% | -33.3% |
| EVGO | New | EVGO INC CL A COMstock | $7,000 | – | 737 | +100.0% | 0.00% | – |
| EXC | EXELON CORP COMstock | $6,000 | +20.0% | 112 | 0.0% | 0.00% | +33.3% | |
| LNT | ALLIANT ENERGY CORP COMstock | $7,000 | +16.7% | 114 | 0.0% | 0.00% | 0.0% | |
| FBT | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUNDetf | $7,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| SUSA | Buy | ISHARES MSCI USA ESG SELECT ETFetf | $7,000 | +75.0% | 62 | +47.6% | 0.00% | +33.3% |
| TZOO | Buy | TRAVELZOO COM NEWstock | $7,000 | +133.3% | 700 | +133.3% | 0.00% | +100.0% |
| FE | Sell | FIRSTENERGY CORP COMstock | $6,000 | -83.8% | 150 | -85.7% | 0.00% | -82.6% |
| MPLX | New | MPLX LP COM UNIT REP LTDstock | $5,000 | – | 170 | +100.0% | 0.00% | – |
| PEY | Sell | INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETFetf | $5,000 | -16.7% | 216 | -33.5% | 0.00% | -25.0% |
| XHE | Sell | SPDR S&P HEALTH CARE EQUIPMENT ETFetf | $5,000 | -61.5% | 40 | -60.0% | 0.00% | -62.5% |
| CAG | Buy | CONAGRA BRANDS INC COMstock | $5,000 | 0.0% | 157 | +0.6% | 0.00% | 0.0% |
| ESGD | Buy | ISHARES MSCI EAFE ESG SELECT ETFetf | $5,000 | +150.0% | 57 | +128.0% | 0.00% | +200.0% |
| BNTX | BIONTECH SE SPONSORED ADSadr | $5,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| LULU | Buy | LULULEMON ATHLETICA INC COMstock | $5,000 | +66.7% | 12 | +71.4% | 0.00% | +50.0% |
| FIW | FIRST TRUST WATER ETFetf | $5,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
| EEM | Buy | ISHARES MSCI EMERGING MARKETS ETFetf | $5,000 | +25.0% | 94 | +25.3% | 0.00% | 0.0% |
| HPQ | Sell | HP INC COMstock | $5,000 | -44.4% | 124 | -63.5% | 0.00% | -50.0% |
| YUM | Sell | YUM BRANDS INC COMstock | $5,000 | -94.1% | 38 | -94.6% | 0.00% | -94.4% |
| FXD | FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUNDetf | $5,000 | 0.0% | 81 | 0.0% | 0.00% | 0.0% | |
| FTSL | FIRST TRUST SENIOR LOAN FUNDetf | $5,000 | 0.0% | 108 | 0.0% | 0.00% | 0.0% | |
| XLF | New | FINANCIAL SELECT SECTOR SPDR FUNDetf | $5,000 | – | 125 | +100.0% | 0.00% | – |
| SNAP | New | SNAP INC CL Astock | $5,000 | – | 100 | +100.0% | 0.00% | – |
| KR | KROGER CO COMstock | $5,000 | +25.0% | 100 | 0.0% | 0.00% | 0.0% | |
| HAYW | New | HAYWARD HLDGS INC COMstock | $5,000 | – | 200 | +100.0% | 0.00% | – |
| Z | ZILLOW GROUP INC CL C CAP STKstock | $3,000 | -25.0% | 47 | 0.0% | 0.00% | -33.3% | |
| ACMR | New | ACM RESH INC COM CL Astock | $3,000 | – | 40 | +100.0% | 0.00% | – |
| BCI | New | ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETFetf | $4,000 | – | 175 | +100.0% | 0.00% | – |
| SNUG | MERLYN.AI TACTICAL GROWTH AND INCOME ETFetf | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| BUD | Sell | ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRadr | $3,000 | 0.0% | 52 | -1.9% | 0.00% | 0.0% |
| APPH | APPHARVEST INC COMstock | $4,000 | -42.9% | 1,048 | 0.0% | 0.00% | -50.0% | |
| ARWR | ARROWHEAD PHARMACEUTICALS INC COMstock | $3,000 | +50.0% | 40 | 0.0% | 0.00% | +100.0% | |
| ADSK | AUTODESK INC COMstock | $3,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| BEEM | BEAM GLOBAL COMstock | $4,000 | -33.3% | 226 | 0.0% | 0.00% | -50.0% | |
| AI | New | C3 AI INC CL Astock | $4,000 | – | 129 | +100.0% | 0.00% | – |
| CGC | Sell | CANOPY GROWTH CORP COMstock | $4,000 | -42.9% | 475 | -10.4% | 0.00% | -50.0% |
| CAT | CATERPILLAR INC COMstock | $4,000 | 0.0% | 20 | 0.0% | 0.00% | -33.3% | |
| CX | New | CEMEX SAB DE CV SPON ADR NEWadr | $3,000 | – | 500 | +100.0% | 0.00% | – |
| CLM | New | CORNERSTONE STRATEGIC VALUE FD COMcef | $3,000 | – | 191 | +100.0% | 0.00% | – |
| CRWD | CROWDSTRIKE HLDGS INC CL Astock | $4,000 | -20.0% | 20 | 0.0% | 0.00% | -33.3% | |
| CMI | Sell | CUMMINS INC COMstock | $3,000 | -40.0% | 15 | -34.8% | 0.00% | -33.3% |
| DDOG | DATADOG INC CL A COMstock | $4,000 | +33.3% | 24 | 0.0% | 0.00% | 0.0% | |
| DOV | DOVER CORP COMstock | $3,000 | +50.0% | 16 | 0.0% | 0.00% | +100.0% | |
| DOW | Sell | DOW INC COMstock | $4,000 | -88.9% | 75 | -88.2% | 0.00% | -91.3% |
| JETS | Buy | U.S. GLOBAL JETS ETFetf | $3,000 | -25.0% | 151 | +0.7% | 0.00% | -33.3% |
| ETSY | ETSY INC COMstock | $4,000 | 0.0% | 20 | 0.0% | 0.00% | -33.3% | |
| EVBG | EVERBRIDGE INC COMstock | $3,000 | -62.5% | 50 | 0.0% | 0.00% | -60.0% | |
| FSLY | FASTLY INC CL Astock | $4,000 | 0.0% | 100 | 0.0% | 0.00% | -33.3% | |
| FV | New | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETFetf | $3,000 | – | 70 | +100.0% | 0.00% | – |
| FISV | FISERV INC COMstock | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| FSTR | New | FOSTER L B CO COMstock | $4,000 | – | 300 | +100.0% | 0.00% | – |
| GPS | GAP INC COMstock | $4,000 | -20.0% | 200 | 0.0% | 0.00% | -33.3% | |
| GREK | Sell | GLOBAL X MSCI GREECE ETFetf | $4,000 | -33.3% | 156 | -34.7% | 0.00% | -50.0% |
| DRIV | Buy | GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETFetf | $3,000 | +50.0% | 110 | +57.1% | 0.00% | +100.0% |
| LIT | Sell | GLOBAL X LITHIUM & BATTERY TECH ETFetf | $4,000 | +33.3% | 41 | -2.4% | 0.00% | 0.0% |
| GOGO | New | GOGO INC COMstock | $3,000 | – | 200 | +100.0% | 0.00% | – |
| GVA | GRANITE CONSTR INC COMstock | $4,000 | -20.0% | 116 | 0.0% | 0.00% | -33.3% | |
| HIG | HARTFORD FINL SVCS GROUP INC COMstock | $4,000 | 0.0% | 63 | 0.0% | 0.00% | -33.3% | |
| IRBT | IROBOT CORP COMstock | $3,000 | -25.0% | 48 | 0.0% | 0.00% | -33.3% | |
| EWZ | Sell | ISHARES MSCI BRAZIL ETFetf | $4,000 | -33.3% | 157 | -9.8% | 0.00% | -50.0% |
| TUR | ISHARES MSCI TURKEY ETFetf | $3,000 | 0.0% | 163 | 0.0% | 0.00% | 0.0% | |
| IWM | Sell | ISHARES RUSSELL 2000 ETFetf | $3,000 | -40.0% | 15 | -28.6% | 0.00% | -33.3% |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $3,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
| ESML | Buy | ISHARES ESG AWARE MSCI USA SMALL-CAP ETFetf | $4,000 | +100.0% | 107 | +114.0% | 0.00% | +100.0% |
| DMXF | Buy | ISHARES ESG ADVANCED MSCI EAFE ETFetf | $3,000 | +200.0% | 44 | +109.5% | 0.00% | +100.0% |
| JMIA | JUMIA TECHNOLOGIES AG SPONSORED ADSadr | $4,000 | -33.3% | 314 | 0.0% | 0.00% | -50.0% | |
| KNDI | KANDI TECHNOLOGIES GROUP INC COMstock | $3,000 | -25.0% | 860 | 0.0% | 0.00% | -33.3% | |
| KYN | Sell | KAYNE ANDERSON ENERGY INFRSTR COMcef | $3,000 | -66.7% | 400 | -63.6% | 0.00% | -66.7% |
| KIRK | KIRKLANDS INC COMstock | $3,000 | -25.0% | 200 | 0.0% | 0.00% | -33.3% | |
| LW | LAMB WESTON HLDGS INC COMstock | $3,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% | |
| LEVI | LEVI STRAUSS & CO NEW CL A COM STKstock | $3,000 | +50.0% | 100 | 0.0% | 0.00% | +100.0% | |
| LYFT | New | LYFT INC CL A COMstock | $4,000 | – | 100 | +100.0% | 0.00% | – |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. COMstock | $3,000 | 0.0% | 40 | +100.0% | 0.00% | 0.0% |
| EDD | Buy | MORGAN STANLEY EMERGING MKTS COMcef | $4,000 | -20.0% | 809 | +1.5% | 0.00% | -33.3% |
| OTIS | Sell | OTIS WORLDWIDE CORP COMstock | $4,000 | -66.7% | 50 | -66.7% | 0.00% | -75.0% |
| PH | PARKER-HANNIFIN CORP COMstock | $3,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| PKI | PERKINELMER INC COMstock | $3,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
| POST | POST HLDGS INC COMstock | $4,000 | 0.0% | 32 | 0.0% | 0.00% | -33.3% | |
| PUBM | New | PUBMATIC INC COM CL Astock | $3,000 | – | 100 | +100.0% | 0.00% | – |
| PWR | QUANTA SVCS INC COMstock | $4,000 | 0.0% | 32 | 0.0% | 0.00% | -33.3% | |
| RDSB | ROYAL DUTCH SHELL PLC SPON ADR Badr | $3,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| RGLD | ROYAL GOLD INC COMstock | $4,000 | +33.3% | 35 | 0.0% | 0.00% | 0.0% | |
| RYI | New | RYERSON HLDG CORP COMstock | $3,000 | – | 100 | +100.0% | 0.00% | – |
| XLV | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $3,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| SIRI | Sell | SIRIUS XM HOLDINGS INC COMstock | $3,000 | -50.0% | 512 | -50.1% | 0.00% | -50.0% |
| NOVA | New | SUNNOVA ENERGY INTL INC. COMstock | $3,000 | – | 100 | +100.0% | 0.00% | – |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $3,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| TLRY | TILRAY INC COM CL 2stock | $4,000 | -33.3% | 534 | 0.0% | 0.00% | -50.0% | |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETFetf | $3,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
| VTV | VANGUARD VALUE INDEX FUNDetf | $4,000 | 0.0% | 28 | 0.0% | 0.00% | -33.3% | |
| VIAV | VIAVI SOLUTIONS INC COMstock | $4,000 | +33.3% | 200 | 0.0% | 0.00% | 0.0% | |
| SPCE | VIRGIN GALACTIC HOLDINGS INC COMstock | $3,000 | -40.0% | 200 | 0.0% | 0.00% | -33.3% | |
| WELL | WELLTOWER INC COMreit | $4,000 | +33.3% | 42 | 0.0% | 0.00% | 0.0% | |
| WPM | WHEATON PRECIOUS METALS CORP COMstock | $4,000 | 0.0% | 100 | 0.0% | 0.00% | -33.3% | |
| WTMF | WISDOMTREE MANAGED FUTURES STRATEGY FUNDetf | $4,000 | 0.0% | 100 | 0.0% | 0.00% | -33.3% | |
| WYNN | New | WYNN RESORTS LTD COMstock | $4,000 | – | 50 | +100.0% | 0.00% | – |
| ZM | Sell | ZOOM VIDEO COMMUNICATIONS INC CL Astock | $3,000 | -62.5% | 18 | -43.8% | 0.00% | -60.0% |
| ACN | New | ACCENTURE PLC IRELAND SHS CLASS Astock | $3,000 | – | 7 | +100.0% | 0.00% | – |
| SGH | New | SMART GLOBAL HLDGS INC SHSstock | $3,000 | – | 40 | +100.0% | 0.00% | – |
| TPGY | TPG PACE BEN FIN CORP CL A COMstock | $4,000 | -20.0% | 438 | 0.0% | 0.00% | -33.3% | |
| FVRR | Buy | FIVERR INTL LTD ORD SHSstock | $3,000 | 0.0% | 29 | +93.3% | 0.00% | 0.0% |
| FVE | FIVE STAR SENIOR LIVING INC COM NEWstock | $1,000 | – | 57 | 0.0% | 0.00% | – | |
| OGN | Sell | ORGANON & CO COMMON STOCKstock | $2,000 | -50.0% | 53 | -53.5% | 0.00% | -66.7% |
| ORGANIGRAM HLDGS INC COMstock | $1,000 | – | 165 | 0.0% | 0.00% | – | ||
| NLOK | NORTONLIFELOCK INC COMstock | $1,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% | |
| NWN | NORTHWEST NAT HLDG CO COMstock | $1,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
| FIBK | FIRST INTST BANCSYSTEM INC COM CL Astock | $1,000 | – | 6 | 0.0% | 0.00% | – | |
| EXK | Sell | ENDEAVOUR SILVER CORP COMstock | $1,000 | 0.0% | 1 | -99.6% | 0.00% | 0.0% |
| EMAN | New | EMAGIN CORP COM NEWstock | $1,000 | – | 20 | +100.0% | 0.00% | – |
| EDIT | EDITAS MEDICINE INC COMstock | $1,000 | – | 10 | 0.0% | 0.00% | – | |
| DSTL | DISTILLATE U.S. FUNDAMENTAL STABILITY & VALUE ETFetf | $1,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| VMW | Buy | VMWARE INC CL A COMstock | $1,000 | 0.0% | 10 | +42.9% | 0.00% | 0.0% |
| VOD | VODAFONE GROUP PLC NEW SPONSORED ADRadr | $2,000 | 0.0% | 117 | 0.0% | 0.00% | 0.0% | |
| New | VOLTA INC COM CL Astock | $2,000 | – | 300 | +100.0% | 0.00% | – | |
| DOCN | New | DIGITALOCEAN HLDGS INC COMstock | $1,000 | – | 9 | +100.0% | 0.00% | – |
| DXCM | New | DEXCOM INC COMstock | $2,000 | – | 4 | +100.0% | 0.00% | – |
| DVN | New | DEVON ENERGY CORP NEW COMstock | $1,000 | – | 26 | +100.0% | 0.00% | – |
| PLAY | DAVE & BUSTERS ENTMT INC COMstock | $1,000 | – | 10 | 0.0% | 0.00% | – | |
| DXC | DXC TECHNOLOGY CO COMstock | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| DTM | DT MIDSTREAM INC COMMON STOCKstock | $2,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| CLXPF | Buy | CYBIN INC COMstock | $1,000 | 0.0% | 500 | +25.0% | 0.00% | 0.0% |
| CRON | CRONOS GROUP INC COMstock | $1,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| HIO | Sell | WESTERN ASSET HIGH INCOME OPPO COMcef | $1,000 | 0.0% | 143 | -50.3% | 0.00% | 0.0% |
| CNDT | CONDUENT INC COMstock | $1,000 | – | 26 | 0.0% | 0.00% | – | |
| CMPS | COMPASS PATHWAYS PLC SPONSORED ADSadr | $1,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| COLB | COLUMBIA BKG SYS INC COMstock | $1,000 | – | 11 | 0.0% | 0.00% | – | |
| CLNE | Buy | CLEAN ENERGY FUELS CORP COMstock | $2,000 | +100.0% | 300 | +200.0% | 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% | |
| CAN | CANAAN INC SPONSORED ADSadr | $1,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| CWH | CAMPING WORLD HLDGS INC CL Astock | $1,000 | – | 5 | 0.0% | 0.00% | – | |
| CVS | CVS HEALTH CORP COMstock | $2,000 | +100.0% | 15 | 0.0% | 0.00% | 0.0% | |
| BYND | BEYOND MEAT INC COMstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| XRX | XEROX HOLDINGS CORP COM NEWstock | $1,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| BCS | BARCLAYS PLC ADRadr | $1,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% | |
| YUMC | Sell | YUM CHINA HLDGS INC COMstock | $2,000 | -95.1% | 37 | -94.7% | 0.00% | -96.2% |
| ZEN | ZENDESK INC COMstock | $1,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
| BIDU | BAIDU INC SPON ADR REP Aadr | $1,000 | – | 1 | 0.0% | 0.00% | – | |
| ZBH | ZIMMER BIOMET HOLDINGS INC COMstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| AX | AXOS FINANCIAL INC COMstock | $1,000 | – | 5 | 0.0% | 0.00% | – | |
| ZS | New | ZSCALER INC COMstock | $2,000 | – | 7 | +100.0% | 0.00% | – |
| ZUO | ZUORA INC COM CL Astock | $1,000 | – | 20 | 0.0% | 0.00% | – | |
| AVNS | AVANOS MED INC COMstock | $1,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
| ACB | AURORA CANNABIS INC COMstock | $1,000 | – | 40 | 0.0% | 0.00% | – | |
| CMCL | CALEDONIA MNG CORP PLC SHS NEWstock | $1,000 | – | 20 | 0.0% | 0.00% | – | |
| ASTR | Sell | ASTRA SPACE INC COM CL Astock | $1,000 | -50.0% | 170 | -37.0% | 0.00% | 0.0% |
| FUV | ARCIMOTO INC COMstock | $1,000 | – | 1 | 0.0% | 0.00% | – | |
| AOSL | New | ALPHA & OMEGA SEMICONDUCTOR LT SHSstock | $2,000 | – | 40 | +100.0% | 0.00% | – |
| ADI | ANALOG DEVICES INC COMstock | $2,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
| NVCR | NOVOCURE LTD ORD SHSstock | $1,000 | – | 1 | 0.0% | 0.00% | – | |
| AIG | AMERICAN INTL GROUP INC COM NEWstock | $1,000 | – | 1 | 0.0% | 0.00% | – | |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $1,000 | – | 2 | 0.0% | 0.00% | – | |
| VAL | New | VALARIS LIMITED CL Astock | $1,000 | – | 34 | +100.0% | 0.00% | – |
| ABNB | AIRBNB INC COM CL Astock | $1,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
| GRMN | GARMIN LTD SHSstock | $1,000 | 0.0% | 3 | 0.0% | 0.00% | 0.0% | |
| AVAV | AEROVIRONMENT INC COMstock | $1,000 | – | 3 | 0.0% | 0.00% | – | |
| CRNT | CERAGON NETWORKS LTD ORDstock | $1,000 | – | 100 | 0.0% | 0.00% | – | |
| AMD | Sell | ADVANCED MICRO DEVICES INC COMstock | $2,000 | -83.3% | 12 | -89.3% | 0.00% | -87.5% |
| ARKF | Sell | ARK FINTECH INNOVATION ETFetf | $1,000 | 0.0% | 1 | -95.0% | 0.00% | 0.0% |
| SNOW | New | SNOWFLAKE INC CL Astock | $2,000 | – | 6 | +100.0% | 0.00% | – |
| SWBI | SMITH & WESSON BRANDS INC COMstock | $1,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| ANY | New | SPHERE 3D CORP NEW COMstock | $1,000 | – | 200 | +100.0% | 0.00% | – |
| SPYC | SIMPLIFY US EQUITY PLUS CONVEXITY ETFetf | $1,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| SCHV | Sell | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $1,000 | -98.4% | 4 | -99.6% | 0.00% | -97.4% |
| SABR | New | SABRE CORP COMstock | $1,000 | – | 50 | +100.0% | 0.00% | – |
| SLI | New | STANDARD LITHIUM LTD COMstock | $2,000 | – | 200 | +100.0% | 0.00% | – |
| RMO | New | ROMEO POWER INC COMstock | $1,000 | – | 100 | +100.0% | 0.00% | – |
| ROKU | New | ROKU INC COM CL Astock | $1,000 | – | 2 | +100.0% | 0.00% | – |
| ROCKET LAB USA INC COMstock | $1,000 | -50.0% | 100 | 0.0% | 0.00% | 0.0% | ||
| PIPR | Sell | PIPER SANDLER COMPANIES COMstock | $1,000 | -50.0% | 0 | -100.0% | 0.00% | 0.0% |
| PFGC | PERFORMANCE FOOD GROUP CO COMstock | $2,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% | |
| PENN | PENN NATL GAMING INC COMstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| New | SYLVAMO CORP COMMON STOCKstock | $2,000 | – | 72 | +100.0% | 0.00% | – | |
| PRTY | Sell | PARTY CITY HOLDCO INC COMstock | $1,000 | -75.0% | 70 | -88.3% | 0.00% | -66.7% |
| NEM | NEWMONT CORP COMstock | $1,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
| NRG | Sell | NRG ENERGY INC COM NEWstock | $2,000 | 0.0% | 42 | -2.3% | 0.00% | 0.0% |
| MNST | MONSTER BEVERAGE CORP NEW COMstock | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| Sell | MICRO FOCUS INTL PLC SPON ADR NEWadr | $1,000 | – | 67 | -1.5% | 0.00% | – | |
| MELI | MERCADOLIBRE INC COMstock | $1,000 | -50.0% | 1 | 0.0% | 0.00% | 0.0% | |
| MAT | MATTEL INC COMstock | $1,000 | – | 10 | 0.0% | 0.00% | – | |
| MRO | MARATHON OIL CORP COMstock | $1,000 | – | 3 | 0.0% | 0.00% | – | |
| LAZR | New | LUMINAR TECHNOLOGIES INC COM CL Astock | $2,000 | – | 100 | +100.0% | 0.00% | – |
| LUMN | Sell | LUMEN TECHNOLOGIES INC COMstock | $2,000 | -87.5% | 192 | -84.7% | 0.00% | -90.0% |
| BATRK | LIBERTY MEDIA CORP DEL COM C BRAVES GRPstock | $1,000 | – | 10 | 0.0% | 0.00% | – | |
| BATRA | LIBERTY MEDIA CORP DEL COM A BRAVES GRPstock | $1,000 | – | 10 | 0.0% | 0.00% | – | |
| LX | LEXINFINTECH HLDGS LTD ADRadr | $2,000 | -33.3% | 500 | 0.0% | 0.00% | -50.0% | |
| KHC | Sell | KRAFT HEINZ CO COMstock | $1,000 | – | 1 | -50.0% | 0.00% | – |
| KOPN | KOPIN CORP COMstock | $1,000 | 0.0% | 200 | 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% | |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETFetf | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| DSI | Buy | ISHARES MSCI KLD 400 SOCIAL ETFetf | $1,000 | – | 7 | +16.7% | 0.00% | – |
| PATH | New | UIPATH INC CL Astock | $1,000 | – | 25 | +100.0% | 0.00% | – |
| ULTA | ULTA BEAUTY INC COMstock | $1,000 | 0.0% | 2 | 0.0% | 0.00% | 0.0% | |
| IYF | New | ISHARES U.S. FINANCIALS ETFetf | $2,000 | – | 20 | +100.0% | 0.00% | – |
| IGM | New | ISHARES EXPANDED TECH SECTOR ETFetf | $1,000 | – | 2 | +100.0% | 0.00% | – |
| QQQM | New | INVESCO NASDAQ 100 ETFetf | $1,000 | – | 9 | +100.0% | 0.00% | – |
| XSVM | New | INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETFetf | $1,000 | – | 9 | +100.0% | 0.00% | – |
| UPST | New | UPSTART HLDGS INC COMstock | $1,000 | – | 4 | +100.0% | 0.00% | – |
| IIPR | INNOVATIVE INDL PPTYS INC COMreit | $1,000 | – | 1 | 0.0% | 0.00% | – | |
| HYZON MOTORS INC COM CL Astock | $2,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | ||
| HOLX | HOLOGIC INC COMstock | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| HEXO | HEXO CORP COM NEWstock | $1,000 | -75.0% | 2,000 | 0.0% | 0.00% | -66.7% | |
| HPE | Sell | HEWLETT PACKARD ENTERPRISE CO COMstock | $2,000 | -86.7% | 114 | -88.8% | 0.00% | -90.0% |
| HA | HAWAIIAN HOLDINGS INC COMstock | $1,000 | – | 10 | 0.0% | 0.00% | – | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $1,000 | – | 3 | 0.0% | 0.00% | – | |
| GRX | GABELLI HLTHCARE & WELLNESS TR SHScef | $1,000 | 0.0% | 107 | 0.0% | 0.00% | 0.0% | |
| FLGT | FULGENT GENETICS INC COMstock | $1,000 | – | 5 | 0.0% | 0.00% | – | |
| VWO | VANGUARD FTSE EMERGING MARKETS ETFetf | $1,000 | – | 3 | 0.0% | 0.00% | – | |
| VHT | VANGUARD HEALTH CARE INDEX FUNDetf | $1,000 | 0.0% | 3 | 0.0% | 0.00% | 0.0% | |
| FCX | Sell | FREEPORT-MCMORAN INC CL Bstock | $2,000 | 0.0% | 51 | -1.9% | 0.00% | 0.0% |
| SYNH | SYNEOS HEALTH INC CL Astock | $1,000 | 0.0% | 160 | 0.0% | 0.00% | 0.0% | |
| FEMB | FIRST TRUST EMERGING MARKETS LOCAL CURRENCY BOND ETFetf | $2,000 | 0.0% | 77 | 0.0% | 0.00% | 0.0% | |
| FEN | Sell | FIRST TR ENERGY INCOME & GROWT COMcef | $2,000 | -33.3% | 123 | -33.5% | 0.00% | -50.0% |
| 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% | |
| RGT | Exit | ROYCE GLOBAL VALUE TR INC COMcef | $0 | – | -24 | -100.0% | 0.00% | – |
| RCL | Exit | ROYAL CARIBBEAN GROUP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| ZG | Exit | ZILLOW GROUP INC CL Astock | $0 | – | -1 | -100.0% | 0.00% | – |
| SPB | Exit | SPECTRUM BRANDS HLDGS INC NEW COMstock | $0 | – | -2 | -100.0% | 0.00% | – |
| M | Exit | MACYS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| DNOW | Exit | NOW INC COMstock | $0 | – | -25 | -100.0% | 0.00% | – |
| OXY | Exit | OCCIDENTAL PETE CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| FORD | Exit | FORWARD INDS INC N Y COM NEWstock | $0 | – | -100 | -100.0% | 0.00% | – |
| BKNG | Exit | BOOKING HOLDINGS INC COMstock | $0 | – | -1 | -100.0% | -0.00% | – |
| ADMS | Exit | ADAMAS PHARMACEUTICALS INC COMstock | $0 | – | -300 | -100.0% | -0.00% | – |
| MKL | Exit | MARKEL CORP COMstock | $0 | – | -1 | -100.0% | -0.00% | – |
| DSKE | Exit | DASEKE INC COMstock | $0 | – | -100 | -100.0% | -0.00% | – |
| DMRC | Exit | DIGIMARC CORP NEW COMstock | $0 | – | -50 | -100.0% | -0.00% | – |
| PDBC | Exit | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETFetf | $0 | – | -100 | -100.0% | -0.00% | – |
| Exit | MATTERPORT INC COM CL Astock | $0 | – | -100 | -100.0% | -0.00% | – | |
| PHM | Exit | PULTE GROUP INC COMstock | $0 | – | -20 | -100.0% | -0.00% | – |
| GLW | Exit | CORNING INC COMstock | $0 | – | -60 | -100.0% | -0.00% | – |
| FMO | Exit | FIDUCIARY CLAYMORE ENGRY INFRA COMcef | $0 | – | -140 | -100.0% | -0.00% | – |
| EDC | Exit | DIREXION DAILY EMERGING MARKETS BULL 3X SHARESetf | $0 | – | -25 | -100.0% | -0.00% | – |
| PINS | Exit | PINTEREST INC CL Astock | $0 | – | -20 | -100.0% | -0.00% | – |
| NYCB | Exit | NEW YORK CMNTY BANCORP INC COMstock | $0 | – | -105 | -100.0% | -0.00% | – |
| HDRO | Exit | DEFIANCE NEXT GEN H2 ETFetf | $0 | – | -100 | -100.0% | -0.00% | – |
| ATI | Exit | ALLEGHENY TECHNOLOGIES INC COMstock | $0 | – | -50 | -100.0% | -0.00% | – |
| TRIP | Exit | TRIPADVISOR INC COMstock | $0 | – | -100 | -100.0% | -0.00% | – |
| KMF | Exit | KAYNE ANDERSON NEXTGEN ENRGY COMcef | $0 | – | -400 | -100.0% | -0.00% | – |
| RVT | Exit | ROYCE VALUE TR INC COMcef | $0 | – | -183 | -100.0% | -0.00% | – |
| AMOM | Exit | QRAFT AI-ENHANCED U.S. LARGE CAP MOMENTUM ETFetf | $0 | – | -100 | -100.0% | -0.00% | – |
| WBA | Exit | WALGREENS BOOTS ALLIANCE INC COMstock | $0 | – | -100 | -100.0% | -0.00% | – |
| DNP | Exit | DNP SELECT INCOME FD INC COMcef | $0 | – | -400 | -100.0% | -0.00% | – |
| JEF | Exit | JEFFERIES FINL GROUP INC COMstock | $0 | – | -101 | -100.0% | -0.00% | – |
| UAA | Exit | UNDER ARMOUR INC CL Astock | $0 | – | -200 | -100.0% | -0.00% | – |
| TITN | Exit | TITAN MACHY INC COMstock | $0 | – | -200 | -100.0% | -0.00% | – |
| AMTX | Exit | AEMETIS INC COM NEWstock | $0 | – | -300 | -100.0% | -0.00% | – |
| LORL | Exit | LORAL SPACE & COM INC COMstock | $0 | – | -100 | -100.0% | -0.00% | – |
| MJ | Exit | ETFMG ALTERNATIVE HARVEST ETFetf | $0 | – | -250 | -100.0% | -0.00% | – |
| RUN | Exit | SUNRUN INC COMstock | $0 | – | -100 | -100.0% | -0.00% | – |
| BAB | Exit | INVESCO TAXABLE MUNICIPAL BOND ETFetf | $0 | – | -200 | -100.0% | -0.00% | – |
| DELL | Exit | DELL TECHNOLOGIES INC CL Cstock | $0 | – | -56 | -100.0% | -0.00% | – |
| IEI | Exit | ISHARES 3-7 YEAR TREASURY BOND ETFetf | $0 | – | -50 | -100.0% | -0.00% | – |
| FUTY | Exit | FIDELITY MSCI UTILITIES INDEX ETFetf | $0 | – | -200 | -100.0% | -0.01% | – |
| ILMN | Exit | ILLUMINA INC COMstock | $0 | – | -20 | -100.0% | -0.01% | – |
| PCAR | Exit | PACCAR INC COMstock | $0 | – | -104 | -100.0% | -0.01% | – |
| FBND | Exit | FIDELITY TOTAL BOND ETFetf | $0 | – | -195 | -100.0% | -0.01% | – |
| ALC | Exit | ALCON AG ORD SHSstock | $0 | – | -120 | -100.0% | -0.01% | – |
| SYN | Exit | SYNTHETIC BIOLOGICS INC COM NEWstock | $0 | – | -20,418 | -100.0% | -0.01% | – |
| IYLD | Exit | ISHARES MORNINGSTAR MULTI-ASSET INCOME INDEX FUNDetf | $0 | – | -400 | -100.0% | -0.01% | – |
| CTVA | Exit | CORTEVA INC COMstock | $0 | – | -256 | -100.0% | -0.01% | – |
| FRT | Exit | FEDERAL RLTY INVT TR SH BEN INT NEWreit | $0 | – | -106 | -100.0% | -0.01% | – |
| EQNR | Exit | EQUINOR ASA SPONSORED ADRadr | $0 | – | -505 | -100.0% | -0.01% | – |
| PAWZ | Exit | PROSHARES PET CARE ETFetf | $0 | – | -193 | -100.0% | -0.01% | – |
| WY | Exit | WEYERHAEUSER CO MTN BE COM NEWreit | $0 | – | -420 | -100.0% | -0.01% | – |
| DD | Exit | DUPONT DE NEMOURS INC COMstock | $0 | – | -256 | -100.0% | -0.01% | – |
| UNP | Exit | UNION PAC CORP COMstock | $0 | – | -100 | -100.0% | -0.01% | – |
| PAVE | Exit | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETFetf | $0 | – | -800 | -100.0% | -0.01% | – |
| IWD | Exit | ISHARES RUSSELL 1000 VALUE ETFetf | $0 | – | -130 | -100.0% | -0.01% | – |
| BTT | Exit | BLACKROCK MUN TARGET TERM TR COM SHS BEN INcef | $0 | – | -910 | -100.0% | -0.02% | – |
| K | Exit | KELLOGG CO COMstock | $0 | – | -400 | -100.0% | -0.02% | – |
| RY | Exit | ROYAL BK CDA COMstock | $0 | – | -350 | -100.0% | -0.02% | – |
| NUSI | Exit | NATIONWIDE RISK-MANAGED INCOME ETFetf | $0 | – | -1,390 | -100.0% | -0.02% | – |
| ASAN | Exit | ASANA INC CL Astock | $0 | – | -382 | -100.0% | -0.02% | – |
| DBI | Exit | DESIGNER BRANDS INC CL Astock | $0 | – | -3,077 | -100.0% | -0.03% | – |
| IP | Exit | INTERNATIONAL PAPER CO COMstock | $0 | – | -830 | -100.0% | -0.03% | – |
| NVS | Exit | NOVARTIS AG SPONSORED ADRadr | $0 | – | -600 | -100.0% | -0.03% | – |
| TFC | Exit | TRUIST FINL CORP COMstock | $0 | – | -900 | -100.0% | -0.03% | – |
| EPRF | Exit | INNOVATOR S&P INVESTMENT GRADE PREFERRED ETFetf | $0 | – | -2,300 | -100.0% | -0.04% | – |
| BOCT | Exit | INNOVATOR U.S. EQUITY BUFFER ETF A OCTOBERetf | $0 | – | -1,800 | -100.0% | -0.04% | – |
| SEDG | Exit | SOLAREDGE TECHNOLOGIES INC COMstock | $0 | – | -273 | -100.0% | -0.05% | – |
| IGHG | Exit | PROSHARES INVESTMENT GRADE-INTEREST RATE HEDGEDetf | $0 | – | -3,697 | -100.0% | -0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-02
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.