$152 Million is the total value of Clearview Wealth Advisors LLC's 639 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 18.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPLG | Buy | SPDR PORTFOLIO S&P 500 ETFetf | $18,291,000 | +53.1% | 344,276 | +60.9% | 12.01% | +65.0% |
| ESGU | Buy | ISHARES ESG AWARE MSCI USA ETFetf | $14,707,000 | +20.2% | 145,108 | +27.9% | 9.66% | +29.5% |
| GOVT | Buy | ISHARES U.S. TREASURY BOND ETFetf | $8,998,000 | +18.0% | 361,213 | +26.3% | 5.91% | +27.1% |
| SCHZ | New | SCHWAB US AGGREGATE BOND ETFetf | $8,578,000 | – | 169,619 | +100.0% | 5.63% | – |
| EFV | Buy | ISHARES MSCI EAFE VALUE ETFetf | $6,260,000 | +15.9% | 124,554 | +16.2% | 4.11% | +24.9% |
| IUSB | Buy | ISHARES CORE TOTAL USD BOND MARKET ETFetf | $5,486,000 | +18.0% | 110,534 | +25.8% | 3.60% | +27.1% |
| SCHD | Buy | SCHWAB US DIVIDEND EQUITY ETFetf | $3,946,000 | +1233.1% | 50,025 | +1264.2% | 2.59% | +1339.4% |
| FALN | Sell | ISHARES FALLEN ANGELS USD BOND ETFetf | $3,664,000 | -23.2% | 131,991 | -17.1% | 2.41% | -17.3% |
| EFG | Sell | ISHARES MSCI EAFE GROWTH ETFetf | $3,458,000 | -35.6% | 35,921 | -26.2% | 2.27% | -30.6% |
| SCHP | Sell | SCHWAB U.S. TIPS ETFetf | $3,181,000 | -32.4% | 52,389 | -29.9% | 2.09% | -27.1% |
| XSOE | Buy | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDetf | $2,420,000 | +23.7% | 74,104 | +39.5% | 1.59% | +33.2% |
| MSFT | Sell | MICROSOFT CORP COMstock | $2,382,000 | -26.6% | 7,725 | -19.9% | 1.56% | -20.9% |
| MBB | Buy | ISHARES MBS ETFetf | $2,342,000 | +2.9% | 22,986 | +8.5% | 1.54% | +10.9% |
| CVX | Sell | CHEVRON CORP NEW COMstock | $2,323,000 | +36.1% | 14,267 | -1.9% | 1.53% | +46.7% |
| SCHA | Buy | SCHWAB U.S. SMALL-CAP ETFetf | $2,236,000 | -13.0% | 47,206 | +88.2% | 1.47% | -6.3% |
| COMT | Buy | ISHARES COMMODITIES SELECT STRATEGY ETFetf | $1,977,000 | +107.7% | 49,359 | +60.1% | 1.30% | +123.8% |
| XLE | Sell | ENERGY SELECT SECTOR SPDR FUNDetf | $1,768,000 | +24.3% | 23,134 | -9.7% | 1.16% | +33.9% |
| USMV | Sell | ISHARES MSCI USA MIN VOL FACTOR ETFetf | $1,724,000 | -49.5% | 22,226 | -47.3% | 1.13% | -45.6% |
| VLUE | Sell | ISHARES MSCI USA VALUE FACTOR ETFetf | $1,621,000 | -35.0% | 15,499 | -32.0% | 1.06% | -30.0% |
| AAPL | Sell | APPLE INC COMstock | $1,564,000 | -39.4% | 8,954 | -38.4% | 1.03% | -34.7% |
| BAC | Buy | BK OF AMERICA CORP COMstock | $1,477,000 | +0.6% | 35,842 | +8.6% | 0.97% | +8.4% |
| IYW | Sell | ISHARES U.S. TECHNOLOGY ETFetf | $1,436,000 | -20.2% | 13,936 | -11.1% | 0.94% | -14.0% |
| TLH | Buy | ISHARES 10-20 YEAR TREASURY BOND ETFetf | $1,374,000 | +11.5% | 10,204 | +22.9% | 0.90% | +20.1% |
| ABT | Buy | ABBOTT LABS COMstock | $1,319,000 | -15.1% | 11,145 | +1.0% | 0.87% | -8.6% |
| JPM | Sell | JPMORGAN CHASE & CO COMstock | $1,080,000 | -17.2% | 7,921 | -3.9% | 0.71% | -10.8% |
| ABBV | Sell | ABBVIE INC COMstock | $1,017,000 | +16.9% | 6,275 | -2.3% | 0.67% | +26.0% |
| NUE | Buy | NUCOR CORP COMstock | $977,000 | +40.4% | 6,575 | +7.9% | 0.64% | +51.4% |
| NSC | Buy | NORFOLK SOUTHN CORP COMstock | $944,000 | +4.5% | 3,311 | +9.2% | 0.62% | +12.7% |
| JNJ | Buy | JOHNSON & JOHNSON COMstock | $942,000 | +6.8% | 5,317 | +3.2% | 0.62% | +15.1% |
| PNC | Buy | PNC FINL SVCS GROUP INC COMstock | $900,000 | +0.9% | 4,879 | +9.7% | 0.59% | +8.6% |
| IVV | Buy | ISHARES CORE S&P 500 ETFetf | $848,000 | +4.2% | 1,868 | +9.4% | 0.56% | +12.3% |
| WMT | Sell | WALMART INC COMstock | $839,000 | -0.1% | 5,632 | -3.0% | 0.55% | +7.6% |
| SPLV | Sell | INVESCO S&P 500 LOW VOLATILITY ETFetf | $833,000 | -63.5% | 12,422 | -62.7% | 0.55% | -60.7% |
| New | WISDOMTREE FLOATING RATE TREASURY FUNDetf | $830,000 | – | 16,508 | +100.0% | 0.54% | – | |
| COST | Sell | COSTCO WHSL CORP NEW COMstock | $823,000 | -47.3% | 1,428 | -48.1% | 0.54% | -43.2% |
| LMT | Buy | LOCKHEED MARTIN CORP COMstock | $809,000 | +35.3% | 1,832 | +8.9% | 0.53% | +45.9% |
| QCOM | Buy | QUALCOMM INC COMstock | $805,000 | -9.2% | 5,265 | +8.5% | 0.53% | -2.2% |
| CSCO | Buy | CISCO SYS INC COMstock | $779,000 | -7.5% | 13,979 | +5.2% | 0.51% | -0.2% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO COMstock | $760,000 | +17.5% | 10,412 | +0.3% | 0.50% | +26.6% |
| AMZN | Sell | AMAZON COM INC COMstock | $714,000 | -42.1% | 219 | -40.8% | 0.47% | -37.6% |
| INTC | Buy | INTEL CORP COMstock | $689,000 | +10.2% | 13,896 | +14.4% | 0.45% | +18.6% |
| MCD | Buy | MCDONALDS CORP COMstock | $663,000 | -1.5% | 2,682 | +6.9% | 0.44% | +6.1% |
| PEP | Sell | PEPSICO INC COMstock | $640,000 | -11.1% | 3,823 | -7.7% | 0.42% | -4.3% |
| PFE | Sell | PFIZER INC COMstock | $630,000 | -14.1% | 12,177 | -1.9% | 0.41% | -7.4% |
| HEGD | Buy | SWAN HEDGED EQUITY US LARGE CAP ETFetf | $607,000 | +1003.6% | 32,435 | +1051.0% | 0.40% | +1073.5% |
| WM | Buy | WASTE MGMT INC DEL COMstock | $602,000 | +4.0% | 3,799 | +9.5% | 0.40% | +11.9% |
| EMR | Buy | EMERSON ELEC CO COMstock | $582,000 | +11.3% | 5,936 | +5.5% | 0.38% | +19.7% |
| PG | Buy | PROCTER AND GAMBLE CO COMstock | $561,000 | -3.1% | 3,670 | +3.7% | 0.37% | +4.2% |
| HNDL | Buy | STRATEGY SHARES NASDAQ 7HANDL INDEX ETFetf | $527,000 | +642.3% | 21,877 | +696.7% | 0.35% | +704.7% |
| DGRW | Sell | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUNDetf | $517,000 | -50.5% | 8,113 | -48.8% | 0.34% | -46.5% |
| CB | Buy | CHUBB LIMITED COMstock | $503,000 | +20.3% | 2,352 | +8.7% | 0.33% | +29.4% |
| LEG | Buy | LEGGETT & PLATT INC COMstock | $485,000 | -6.2% | 13,947 | +11.1% | 0.32% | +1.3% |
| HON | Buy | HONEYWELL INTL INC COMstock | $481,000 | +2.1% | 2,470 | +9.3% | 0.32% | +10.1% |
| MRK | Buy | MERCK & CO INC COMstock | $478,000 | +14.4% | 5,824 | +6.8% | 0.31% | +23.1% |
| KMI | Buy | KINDER MORGAN INC DEL COMstock | $470,000 | +29.8% | 24,875 | +9.0% | 0.31% | +39.8% |
| WPC | Buy | WP CAREY INC COMreit | $458,000 | +7.8% | 5,665 | +9.3% | 0.30% | +16.2% |
| SHYG | Sell | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFetf | $446,000 | -64.2% | 10,144 | -63.1% | 0.29% | -61.4% |
| T | Sell | AT&T INC COMstock | $446,000 | -5.1% | 18,891 | -1.2% | 0.29% | +2.4% |
| SCHJ | Sell | SCHWAB 1-5 YEAR CORPORATE BOND ETFetf | $443,000 | -90.2% | 9,122 | -89.8% | 0.29% | -89.5% |
| GIS | Buy | GENERAL MLS INC COMstock | $438,000 | +2.8% | 6,465 | +2.2% | 0.29% | +10.8% |
| MTB | Buy | M & T BK CORP COMstock | $429,000 | +24.7% | 2,529 | +12.9% | 0.28% | +34.3% |
| WIZ | Sell | MERLYN.AI BULL-RIDER BEAR-FIGHTER ETFetf | $429,000 | -8.1% | 12,427 | -1.8% | 0.28% | -1.1% |
| XLP | Sell | CONSUMER STAPLES SELECT SECTOR SPDR FUNDetf | $424,000 | -56.3% | 5,592 | -55.5% | 0.28% | -53.0% |
| NVDA | Sell | NVIDIA CORPORATION COMstock | $423,000 | -59.1% | 1,552 | -55.9% | 0.28% | -55.9% |
| PPL | Buy | PPL CORP COMstock | $418,000 | +4.2% | 14,640 | +9.7% | 0.28% | +12.7% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $406,000 | -31.1% | 1,150 | -41.6% | 0.27% | -25.6% |
| SRLN | Sell | SPDR BLACKSTONE SENIOR LOAN ETFetf | $394,000 | -67.4% | 8,774 | -66.9% | 0.26% | -64.9% |
| AMGN | Sell | AMGEN INC COMstock | $391,000 | +5.7% | 1,618 | -1.5% | 0.26% | +13.7% |
| VRP | Sell | INVESCO VARIABLE RATE PREFERRED ETFetf | $373,000 | -79.3% | 15,271 | -78.0% | 0.24% | -77.7% |
| ACWI | Buy | ISHARES MSCI ACWI INDEX FUNDetf | $369,000 | -5.6% | 3,697 | +0.1% | 0.24% | +1.7% |
| AOK | Sell | ISHARES CORE CONSERVATIVE ALLOCATION ETFetf | $354,000 | -68.9% | 9,394 | -67.0% | 0.23% | -66.6% |
| KMB | Buy | KIMBERLY-CLARK CORP COMstock | $334,000 | -7.5% | 2,708 | +7.2% | 0.22% | -0.5% |
| MUB | Sell | ISHARES NATIONAL MUNI BOND ETFetf | $318,000 | -56.4% | 2,899 | -53.8% | 0.21% | -53.0% |
| GOOGL | Sell | ALPHABET INC CAP STK CL Astock | $314,000 | -32.6% | 113 | -29.8% | 0.21% | -27.5% |
| NEAR | Sell | BLACKROCK SHORT MATURITY BOND ETFetf | $308,000 | -21.0% | 6,203 | -20.6% | 0.20% | -15.1% |
| IJR | Buy | ISHARES S&P SMALL-CAP FUNDetf | $301,000 | -5.6% | 2,791 | +0.1% | 0.20% | +2.1% |
| QUAL | Buy | ISHARES MSCI USA QUALITY FACTOR ETFetf | $299,000 | -7.1% | 2,220 | +0.3% | 0.20% | 0.0% |
| STIP | Sell | ISHARES 0-5 YEAR TIPS BOND ETFetf | $291,000 | -74.3% | 2,775 | -74.1% | 0.19% | -72.4% |
| SPIB | Sell | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFetf | $289,000 | -16.7% | 8,476 | -11.7% | 0.19% | -10.4% |
| COP | Sell | CONOCOPHILLIPS COMstock | $275,000 | +15.1% | 2,751 | -17.0% | 0.18% | +24.0% |
| ALK | Sell | ALASKA AIR GROUP INC COMstock | $251,000 | +6.4% | 4,333 | -4.4% | 0.16% | +14.6% |
| XOM | Buy | EXXON MOBIL CORP COMstock | $250,000 | +47.1% | 3,030 | +9.3% | 0.16% | +57.7% |
| CI | CIGNA CORP NEW COMstock | $247,000 | +4.2% | 1,030 | 0.0% | 0.16% | +12.5% | |
| STAG | Sell | STAG INDL INC COMreit | $235,000 | -65.0% | 5,685 | -59.4% | 0.15% | -62.4% |
| FDL | Buy | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDetf | $231,000 | +61.5% | 6,160 | +53.7% | 0.15% | +74.7% |
| DGRO | Sell | ISHARES CORE DIVIDEND GROWTH ETFetf | $231,000 | -16.0% | 4,333 | -12.3% | 0.15% | -9.5% |
| HD | Sell | HOME DEPOT INC COMstock | $208,000 | -54.0% | 693 | -36.4% | 0.14% | -50.4% |
| SPTS | Sell | SPDR PORTFOLIO SHORT TERM TREASURY ETFetf | $194,000 | -84.8% | 6,540 | -84.4% | 0.13% | -83.7% |
| KO | Sell | COCA COLA CO COMstock | $183,000 | -17.6% | 2,945 | -21.3% | 0.12% | -11.1% |
| VIG | Sell | VANGUARD DIVIDEND APPRECIATION INDEX FUNDetf | $181,000 | -55.1% | 1,115 | -52.5% | 0.12% | -51.6% |
| Buy | DUTCH BROS INC CL Astock | $169,000 | +67.3% | 3,059 | +54.6% | 0.11% | +79.0% | |
| BOND | Sell | PIMCO ACTIVE BOND EXCHANGE-TRADED FUNDetf | $167,000 | -81.7% | 1,638 | -80.4% | 0.11% | -80.3% |
| GBIL | Sell | GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETFetf | $165,000 | -67.1% | 1,650 | -67.1% | 0.11% | -64.6% |
| DIS | Sell | DISNEY WALT CO COMstock | $165,000 | -11.8% | 1,199 | -0.7% | 0.11% | -5.3% |
| MMIN | Sell | IQ MACKAY MUNICIPAL INSURED ETFetf | $161,000 | -79.5% | 6,302 | -77.9% | 0.11% | -77.8% |
| V | Sell | VISA INC COM CL Astock | $158,000 | -63.2% | 714 | -64.0% | 0.10% | -60.2% |
| FTEC | Sell | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFetf | $157,000 | -15.1% | 1,277 | -6.3% | 0.10% | -8.8% |
| AB | Buy | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNstock | $156,000 | -1.3% | 3,318 | +2.8% | 0.10% | +6.2% |
| AOM | Sell | ISHARES MODERATE ALLOCATION FUNDetf | $149,000 | -29.7% | 3,470 | -25.4% | 0.10% | -24.0% |
| BA | BOEING CO COMstock | $146,000 | -5.2% | 765 | 0.0% | 0.10% | +2.1% | |
| WVVI | WILLAMETTE VY VINEYARD INC COMstock | $141,000 | +4.4% | 15,574 | 0.0% | 0.09% | +13.4% | |
| WERN | Buy | WERNER ENTERPRISES INC COMstock | $138,000 | -13.8% | 3,367 | +0.2% | 0.09% | -7.1% |
| SPSB | Sell | SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFetf | $138,000 | -79.3% | 4,589 | -78.7% | 0.09% | -77.6% |
| SBUX | Sell | STARBUCKS CORP COMstock | $138,000 | -40.8% | 1,521 | -23.7% | 0.09% | -35.9% |
| VYM | Sell | VANGUARD HIGH DIVIDEND YIELD ETFetf | $137,000 | -3.5% | 1,224 | -3.4% | 0.09% | +3.4% |
| IGSB | Sell | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $137,000 | -54.9% | 2,641 | -53.2% | 0.09% | -51.4% |
| SPY | Buy | SPDR S&P 500 ETFetf | $135,000 | +7.1% | 299 | +12.8% | 0.09% | +15.6% |
| CDC | New | VICTORYSHARES US EQ INCOME ENHANCED VOLATILITY WTD ETFetf | $135,000 | – | 1,883 | +100.0% | 0.09% | – |
| EINC | Sell | VANECK ENERGY INCOME ETFetf | $135,000 | +19.5% | 2,089 | -1.0% | 0.09% | +29.0% |
| KBWB | Buy | INVESCO KBW BANK ETFetf | $136,000 | -5.6% | 2,127 | +0.2% | 0.09% | +1.1% |
| ICVT | New | ISHARES CONVERTIBLE BOND ETFetf | $135,000 | – | 1,623 | +100.0% | 0.09% | – |
| QTUM | Buy | DEFIANCE QUANTUM ETFetf | $132,000 | -5.7% | 2,606 | +4.0% | 0.09% | +2.4% |
| BX | Buy | BLACKSTONE INC COMstock | $130,000 | -0.8% | 1,023 | +1.2% | 0.08% | +6.2% |
| MUNI | Sell | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUNDetf | $130,000 | -69.5% | 2,450 | -67.7% | 0.08% | -67.3% |
| EMB | Buy | ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETFetf | $129,000 | -9.8% | 1,314 | +0.5% | 0.08% | -2.3% |
| IXG | Sell | ISHARES GLOBAL FINANCIALS ETFetf | $128,000 | -90.7% | 1,606 | -90.7% | 0.08% | -90.0% |
| Sell | GENERAL ELECTRIC CO COM NEWstock | $126,000 | -3.8% | 1,380 | -0.4% | 0.08% | +3.8% | |
| TSCO | Sell | TRACTOR SUPPLY CO COMstock | $126,000 | -50.6% | 539 | -49.6% | 0.08% | -46.5% |
| O | Sell | REALTY INCOME CORP COMreit | $125,000 | -21.9% | 1,799 | -19.4% | 0.08% | -16.3% |
| EUSB | Buy | ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETFetf | $124,000 | +1140.0% | 2,670 | +1248.5% | 0.08% | +1250.0% |
| IVW | ISHARES S&P 500 GROWTH ETFetf | $124,000 | -8.8% | 1,624 | 0.0% | 0.08% | -2.4% | |
| F | Buy | FORD MTR CO DEL COMstock | $122,000 | +713.3% | 7,241 | +896.0% | 0.08% | +788.9% |
| FMHI | Sell | FIRST TRUST MUNICIPAL HIGH INCOME ETFetf | $120,000 | -75.3% | 2,351 | -72.9% | 0.08% | -73.3% |
| SJNK | Sell | SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETFetf | $121,000 | -74.2% | 4,614 | -73.3% | 0.08% | -72.4% |
| ED | Buy | CONSOLIDATED EDISON INC COMstock | $121,000 | +12.0% | 1,278 | +0.6% | 0.08% | +19.7% |
| HSY | Sell | HERSHEY CO COMstock | $117,000 | +4.5% | 539 | -6.6% | 0.08% | +13.2% |
| XYLD | Sell | GLOBAL X S&P 500 COVERED CALL ETFetf | $117,000 | -83.3% | 2,368 | -83.0% | 0.08% | -82.0% |
| USIG | Sell | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETFetf | $118,000 | -10.6% | 2,137 | -3.0% | 0.08% | -3.8% |
| LGLV | Buy | SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETFetf | $115,000 | -4.2% | 797 | +0.4% | 0.08% | +4.1% |
| ESGE | Buy | ISHARES MSCI EM ESG SELECT ETFetf | $112,000 | 0.0% | 3,044 | +8.2% | 0.07% | +8.8% |
| VLO | Buy | VALERO ENERGY CORP COMstock | $113,000 | +36.1% | 1,111 | +0.6% | 0.07% | +45.1% |
| SO | Sell | SOUTHERN CO COMstock | $111,000 | +0.9% | 1,529 | -4.9% | 0.07% | +9.0% |
| FIVG | Buy | DEFIANCE NEXT GEN CONNECTIVITY ETFetf | $104,000 | -9.6% | 2,760 | +0.4% | 0.07% | -2.9% |
| IGT | INTERNATIONAL GAME TECHNOLOGY SHS USDstock | $101,000 | -15.1% | 4,100 | 0.0% | 0.07% | -9.6% | |
| WFC | Sell | WELLS FARGO CO NEW COMstock | $99,000 | -7.5% | 2,042 | -8.6% | 0.06% | 0.0% |
| GLD | SPDR GOLD SHARESetf | $98,000 | +5.4% | 545 | 0.0% | 0.06% | +12.3% | |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L P COMstock | $96,000 | +11.6% | 3,709 | -5.2% | 0.06% | +21.2% |
| UNH | Sell | UNITEDHEALTH GROUP INC COMstock | $96,000 | -15.0% | 187 | -16.5% | 0.06% | -8.7% |
| PBCT | Sell | PEOPLES UNITED FINANCIAL INC COMstock | $94,000 | +2.2% | 4,712 | -8.4% | 0.06% | +10.7% |
| C | Buy | CITIGROUP INC COM NEWstock | $95,000 | +18.8% | 1,771 | +34.4% | 0.06% | +26.5% |
| DG | Sell | DOLLAR GEN CORP NEW COMstock | $95,000 | -43.8% | 425 | -40.8% | 0.06% | -39.8% |
| DUK | Sell | DUKE ENERGY CORP NEW COM NEWstock | $93,000 | -29.5% | 834 | -33.7% | 0.06% | -23.8% |
| VNLA | Sell | JANUS HENDERSON SHORT DURATION INCOME ETFetf | $91,000 | -61.4% | 1,863 | -60.9% | 0.06% | -58.3% |
| AFL | Buy | AFLAC INC COMstock | $92,000 | +10.8% | 1,425 | +0.3% | 0.06% | +17.6% |
| VCSH | Sell | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDetf | $92,000 | -85.4% | 1,178 | -84.8% | 0.06% | -84.4% |
| CTAS | Buy | CINTAS CORP COMstock | $88,000 | -3.3% | 206 | +0.5% | 0.06% | +5.5% |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDetf | $88,000 | -1.1% | 880 | 0.0% | 0.06% | +7.4% | |
| MS | Sell | MORGAN STANLEY COM NEWstock | $87,000 | -40.4% | 999 | -32.7% | 0.06% | -36.0% |
| SHM | Sell | SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETFetf | $84,000 | -10.6% | 1,780 | -7.3% | 0.06% | -3.5% |
| New | SHELL PLC SPON ADSadr | $83,000 | – | 1,503 | +100.0% | 0.06% | – | |
| NEE | Sell | NEXTERA ENERGY INC COMstock | $83,000 | -50.0% | 980 | -44.9% | 0.06% | -45.5% |
| AEP | Sell | AMERICAN ELEC PWR CO INC COMstock | $83,000 | -2.4% | 829 | -13.1% | 0.06% | +5.8% |
| MO | Sell | ALTRIA GROUP INC COMstock | $83,000 | +9.2% | 1,594 | -0.3% | 0.06% | +19.6% |
| IJH | ISHARES S&P MIDCAP FUNDetf | $84,000 | -4.5% | 311 | 0.0% | 0.06% | +1.9% | |
| PFF | Buy | ISHARES PREFERRED AND INCOME SECURITIES ETFetf | $82,000 | -6.8% | 2,249 | +0.6% | 0.05% | 0.0% |
| AVGO | Sell | BROADCOM INC COMstock | $82,000 | -40.6% | 131 | -36.7% | 0.05% | -35.7% |
| ROBO | Buy | ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETFetf | $80,000 | -12.1% | 1,364 | +5.2% | 0.05% | -3.6% |
| TRV | Buy | TRAVELERS COMPANIES INC COMstock | $81,000 | +17.4% | 441 | +0.5% | 0.05% | +26.2% |
| RTX | RAYTHEON TECHNOLOGIES CORP COMstock | $81,000 | +14.1% | 821 | 0.0% | 0.05% | +23.3% | |
| PGX | Sell | INVESCO PREFERRED ETFetf | $80,000 | -63.0% | 5,900 | -59.0% | 0.05% | -59.8% |
| CMCSA | Buy | COMCAST CORP NEW CL Astock | $81,000 | -6.9% | 1,727 | +0.1% | 0.05% | 0.0% |
| PM | Buy | PHILIP MORRIS INTL INC COMstock | $81,000 | +3.8% | 863 | +5.4% | 0.05% | +10.4% |
| IVE | ISHARES S&P 500 VALUE ETFetf | $79,000 | -1.2% | 509 | 0.0% | 0.05% | +6.1% | |
| USHY | Sell | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFetf | $79,000 | -6.0% | 2,043 | -0.1% | 0.05% | +2.0% |
| AMD | Buy | ADVANCED MICRO DEVICES INC COMstock | $77,000 | +3750.0% | 702 | +5750.0% | 0.05% | +5000.0% |
| SUSB | Sell | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETFetf | $77,000 | -86.2% | 3,130 | -85.6% | 0.05% | -85.0% |
| TIP | Sell | ISHARES TIPS BOND ETFetf | $74,000 | -90.4% | 595 | -90.0% | 0.05% | -89.5% |
| FTC | FIRST TRUST LARGE CAP GROWTH OPPORTUNITIES ALPHADEX FUNDetf | $71,000 | -11.2% | 665 | 0.0% | 0.05% | -4.1% | |
| XLU | Sell | UTILITIES SELECT SECTOR SPDR FUNDetf | $72,000 | -30.8% | 969 | -33.2% | 0.05% | -25.4% |
| HYG | Buy | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFetf | $71,000 | -4.1% | 861 | +0.8% | 0.05% | +4.4% |
| BEN | Buy | FRANKLIN RESOURCES INC COMstock | $68,000 | -16.0% | 2,419 | +0.5% | 0.04% | -8.2% |
| USB | Sell | US BANCORP DEL COM NEWstock | $68,000 | -8.1% | 1,283 | -2.9% | 0.04% | 0.0% |
| IEUR | Buy | ISHARES CORE MSCI EUROPE ETFetf | $68,000 | -6.8% | 1,265 | +0.2% | 0.04% | +2.3% |
| ITW | ILLINOIS TOOL WKS INC COMstock | $67,000 | -15.2% | 318 | 0.0% | 0.04% | -8.3% | |
| FLTR | New | VANECK INVESTMENT GRADE FLOATING RATE ETFetf | $65,000 | – | 2,580 | +100.0% | 0.04% | – |
| IWB | Buy | ISHARES RUSSELL 1000 ETFetf | $66,000 | -4.3% | 263 | +0.4% | 0.04% | +2.4% |
| GD | GENERAL DYNAMICS CORP COMstock | $64,000 | +16.4% | 264 | 0.0% | 0.04% | +23.5% | |
| LOW | Sell | LOWES COS INC COMstock | $63,000 | -72.2% | 312 | -64.4% | 0.04% | -70.3% |
| IYZ | ISHARES U.S. TELECOMMUNICATIONS ETFetf | $62,000 | -8.8% | 2,067 | 0.0% | 0.04% | 0.0% | |
| VZ | Sell | VERIZON COMMUNICATIONS INC COMstock | $61,000 | -14.1% | 1,187 | -13.0% | 0.04% | -7.0% |
| BIL | Sell | SPDR BLOOMBERG 1-3 MONTH T-BILL ETFetf | $61,000 | -75.1% | 670 | -75.0% | 0.04% | -73.2% |
| SHLX | Buy | SHELL MIDSTREAM PARTNERS L P UNIT LTD INTstock | $59,000 | +25.5% | 4,140 | +2.2% | 0.04% | +34.5% |
| FMB | Sell | FIRST TRUST MANAGED MUNICIPAL ETFetf | $60,000 | -67.4% | 1,140 | -64.7% | 0.04% | -65.2% |
| LQD | Sell | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf | $60,000 | -26.8% | 494 | -20.2% | 0.04% | -22.0% |
| GOOG | Sell | ALPHABET INC CAP STK CL Cstock | $59,000 | -29.8% | 21 | -27.6% | 0.04% | -23.5% |
| AGG | Sell | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $56,000 | -48.1% | 520 | -45.2% | 0.04% | -43.9% |
| PSX | Sell | PHILLIPS 66 COMstock | $57,000 | -18.6% | 661 | -31.3% | 0.04% | -14.0% |
| NVO | Sell | NOVO-NORDISK A S ADRadr | $55,000 | -34.5% | 499 | -33.8% | 0.04% | -29.4% |
| APOLLO COML REAL ESTATE FIN 4.75 08/23/2022convertible | $55,000 | 0.0% | 55,000 | 0.0% | 0.04% | +5.9% | ||
| RSP | Buy | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $55,000 | -1.8% | 347 | +0.3% | 0.04% | +5.9% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW COMreit | $53,000 | +10.4% | 288 | +25.8% | 0.04% | +20.7% |
| MA | Sell | MASTERCARD INCORPORATED CL Astock | $52,000 | -44.1% | 146 | -43.4% | 0.03% | -40.4% |
| WLL | Buy | WHITING PETE CORP NEW COM NEWstock | $50,000 | +25.0% | 619 | +0.2% | 0.03% | +37.5% |
| RSG | Buy | REPUBLIC SVCS INC COMstock | $50,000 | -5.7% | 379 | +0.3% | 0.03% | +3.1% |
| SMB | VANECK SHORT MUNI ETFetf | $51,000 | -5.6% | 3,000 | 0.0% | 0.03% | 0.0% | |
| WEC | Buy | WEC ENERGY GROUP INC COMstock | $49,000 | +2.1% | 492 | +0.4% | 0.03% | +10.3% |
| PRU | Sell | PRUDENTIAL FINL INC COMstock | $48,000 | -31.4% | 402 | -38.2% | 0.03% | -25.6% |
| JNK | Buy | SPDR BLOOMBERG HIGH YIELD BOND ETFetf | $49,000 | -3.9% | 476 | +0.8% | 0.03% | +3.2% |
| CRM | SALESFORCE INC COMstock | $48,000 | -15.8% | 225 | 0.0% | 0.03% | -8.6% | |
| SWAN | Sell | AMPLIFY BLACKSWAN GROWTH & TREASURY CORE ETFetf | $49,000 | -71.5% | 1,550 | -68.9% | 0.03% | -69.5% |
| JPST | Sell | JPMORGAN ULTRA-SHORT INCOME ETFetf | $49,000 | -30.0% | 980 | -29.0% | 0.03% | -25.6% |
| USXF | Buy | ISHARES ESG ADVANCED MSCI USA ETFetf | $48,000 | +585.7% | 1,343 | +667.4% | 0.03% | +700.0% |
| FB | Sell | META PLATFORMS INC CL Astock | $47,000 | -33.8% | 211 | -0.5% | 0.03% | -27.9% |
| VPU | New | VANGUARD UTILITIES INDEX FUNDetf | $46,000 | – | 286 | +100.0% | 0.03% | – |
| RVNU | Buy | X-TRACKERS MUNICIPAL INFRASTRUCTURE REVENUE BOND ETFetf | $46,000 | -9.8% | 1,749 | +0.3% | 0.03% | -3.2% |
| IGIB | Buy | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $46,000 | -6.1% | 833 | +0.5% | 0.03% | 0.0% |
| TSLA | Sell | TESLA INC COMstock | $46,000 | -32.4% | 43 | -32.8% | 0.03% | -26.8% |
| TGT | Sell | TARGET CORP COMstock | $45,000 | -58.3% | 214 | -54.1% | 0.03% | -54.5% |
| FTCS | Buy | FIRST TRUST CAPITAL STRENGTH ETFetf | $46,000 | -6.1% | 585 | +0.2% | 0.03% | 0.0% |
| LLY | Sell | LILLY ELI & CO COMstock | $46,000 | -58.9% | 161 | -60.2% | 0.03% | -55.9% |
| FAAR | Sell | FIRST TRUST ALTERNATIVE ABSOLUTE RETURN STRATEGY ETFetf | $46,000 | +4.5% | 1,357 | -11.4% | 0.03% | +11.1% |
| TXN | Sell | TEXAS INSTRS INC COMstock | $44,000 | -56.4% | 240 | -55.0% | 0.03% | -53.2% |
| WSC | WILLSCOT MOBIL MINI HLDNG CORP COM CL Astock | $44,000 | -4.3% | 1,116 | 0.0% | 0.03% | +3.6% | |
| BDX | Buy | BECTON DICKINSON & CO COMstock | $44,000 | +7.3% | 165 | +0.6% | 0.03% | +16.0% |
| QQEW | Sell | FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUNDetf | $43,000 | -12.2% | 404 | -2.2% | 0.03% | -6.7% |
| FVD | Buy | FIRST TRUST VALUE LINE DIVIDEND INDEX FUNDetf | $42,000 | 0.0% | 986 | +0.1% | 0.03% | +7.7% |
| PROSPECT CAP CORP 4.95 07/15/2022convertible | $42,000 | 0.0% | 42,000 | 0.0% | 0.03% | +7.7% | ||
| AXP | AMERICAN EXPRESS CO COMstock | $42,000 | +13.5% | 224 | 0.0% | 0.03% | +21.7% | |
| ITM | Sell | VANECK INTERMEDIATE MUNI ETFetf | $42,000 | -45.5% | 880 | -41.5% | 0.03% | -40.4% |
| RODM | HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETFetf | $41,000 | -4.7% | 1,411 | 0.0% | 0.03% | +3.8% | |
| PYPL | Sell | PAYPAL HLDGS INC COMstock | $39,000 | -54.7% | 334 | -26.6% | 0.03% | -50.0% |
| MGM | MGM RESORTS INTERNATIONAL COMstock | $39,000 | -4.9% | 921 | 0.0% | 0.03% | +4.0% | |
| SLQD | Buy | ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $39,000 | +95.0% | 795 | +108.1% | 0.03% | +116.7% |
| OKE | Buy | ONEOK INC NEW COMstock | $39,000 | +21.9% | 551 | +1.5% | 0.03% | +30.0% |
| SRE | SEMPRA COMstock | $39,000 | +25.8% | 231 | 0.0% | 0.03% | +36.8% | |
| SPLB | Sell | SPDR PORTFOLIO LONG TERM CORPORATE BOND ETFetf | $39,000 | -39.1% | 1,386 | -31.5% | 0.03% | -33.3% |
| MTUM | Sell | ISHARES MSCI USA MOMENTUM FACTOR ETFetf | $40,000 | -21.6% | 240 | -13.7% | 0.03% | -16.1% |
| MUST | COLUMBIA MULTI-SECTOR MUNICIPAL INCOME ETFetf | $38,000 | -7.3% | 1,800 | 0.0% | 0.02% | 0.0% | |
| PFG | PRINCIPAL FINANCIAL GROUP INC COMstock | $38,000 | +2.7% | 513 | 0.0% | 0.02% | +8.7% | |
| MDLZ | MONDELEZ INTL INC CL Astock | $38,000 | -5.0% | 600 | 0.0% | 0.02% | +4.2% | |
| TER | TERADYNE INC COMstock | $36,000 | -28.0% | 304 | 0.0% | 0.02% | -20.0% | |
| INTU | INTUIT COMstock | $37,000 | -24.5% | 76 | 0.0% | 0.02% | -20.0% | |
| PDP | INVESCO DWA MOMENTUM ETFetf | $37,000 | -14.0% | 451 | 0.0% | 0.02% | -7.7% | |
| RGR | Sell | STURM RUGER & CO INC COMstock | $36,000 | -18.2% | 521 | -19.7% | 0.02% | -11.1% |
| WRB | Buy | BERKLEY W R CORP COMstock | $36,000 | +24.1% | 533 | +49.7% | 0.02% | +33.3% |
| D | Sell | DOMINION ENERGY INC COMstock | $36,000 | -20.0% | 419 | -26.6% | 0.02% | -11.1% |
| ARKK | Buy | ARK INNOVATION ETFetf | $35,000 | 0.0% | 521 | +42.3% | 0.02% | +9.5% |
| ARE | Sell | ALEXANDRIA REAL ESTATE EQ INC COMreit | $35,000 | -50.0% | 175 | -44.1% | 0.02% | -46.5% |
| SMMU | Sell | PIMCO SHORT TERM MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUNDetf | $34,000 | -63.8% | 680 | -62.8% | 0.02% | -61.4% |
| IHI | Sell | ISHARES U.S. MEDICAL DEVICES ETFetf | $34,000 | -45.2% | 565 | -40.1% | 0.02% | -42.1% |
| FTA | FIRST TRUST LARGE CAP VALUE OPPORTUNITIES ALPHADEX FUNDetf | $32,000 | 0.0% | 452 | 0.0% | 0.02% | +5.0% | |
| HYLS | Buy | FIRST TRUST TACTICAL HIGH YIELD ETFetf | $32,000 | -5.9% | 706 | +0.4% | 0.02% | 0.0% |
| TJX | Sell | TJX COS INC NEW COMstock | $32,000 | -68.3% | 535 | -60.0% | 0.02% | -66.1% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS COMstock | $32,000 | 0.0% | 243 | +0.4% | 0.02% | +5.0% |
| NI | Sell | NISOURCE INC COMstock | $32,000 | -47.5% | 993 | -55.2% | 0.02% | -43.2% |
| HAS | Buy | HASBRO INC COMstock | $32,000 | -20.0% | 394 | +0.8% | 0.02% | -12.5% |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LPstock | $30,000 | +7.1% | 608 | 0.0% | 0.02% | +17.6% | |
| MDT | Sell | MEDTRONIC PLC SHSstock | $30,000 | -11.8% | 274 | -15.4% | 0.02% | -4.8% |
| IGLB | Sell | ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $30,000 | -38.8% | 488 | -30.5% | 0.02% | -33.3% |
| BP | Sell | BP PLC SPONSORED ADRadr | $30,000 | +3.4% | 1,021 | -6.2% | 0.02% | +11.1% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC COMstock | $30,000 | -61.0% | 51 | -56.0% | 0.02% | -57.4% |
| FMF | FIRST TRUST MANAGED FUTURES STRATEGY FUNDetf | $29,000 | +7.4% | 602 | 0.0% | 0.02% | +18.8% | |
| DCP | DCP MIDSTREAM LP COM UT LTD PTNstock | $29,000 | +26.1% | 852 | 0.0% | 0.02% | +35.7% | |
| ROBT | FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE AND ROBOTICS ETFetf | $29,000 | -14.7% | 612 | 0.0% | 0.02% | -9.5% | |
| ESML | Buy | ISHARES ESG AWARE MSCI USA SMALL-CAP ETFetf | $29,000 | +625.0% | 769 | +618.7% | 0.02% | +850.0% |
| SLV | ISHARES SILVER TRUSTetf | $28,000 | +7.7% | 1,224 | 0.0% | 0.02% | +12.5% | |
| XLF | Buy | FINANCIAL SELECT SECTOR SPDR FUNDetf | $28,000 | +460.0% | 727 | +481.6% | 0.02% | +500.0% |
| RIO | RIO TINTO PLC SPONSORED ADRadr | $27,000 | +22.7% | 330 | 0.0% | 0.02% | +38.5% | |
| IWP | Sell | ISHARES RUSSELL MID-CAP GROWTH ETFetf | $28,000 | -54.8% | 280 | -47.8% | 0.02% | -52.6% |
| TTD | THE TRADE DESK INC COM CL Astock | $28,000 | -24.3% | 404 | 0.0% | 0.02% | -21.7% | |
| GAB | Buy | GABELLI EQUITY TR INC COMcef | $26,000 | 0.0% | 3,687 | +2.1% | 0.02% | +6.2% |
| SPAB | SPDR PORTFOLIO AGGREGATE BOND ETFetf | $26,000 | -7.1% | 931 | 0.0% | 0.02% | 0.0% | |
| MKC | Sell | MCCORMICK & CO INC COM NON VTGstock | $26,000 | -33.3% | 260 | -34.8% | 0.02% | -29.2% |
| CDNS | Sell | CADENCE DESIGN SYSTEM INC COMstock | $26,000 | -25.7% | 160 | -15.3% | 0.02% | -19.0% |
| SIVR | ABRDN PHYSICAL SILVER SHARES ETFetf | $26,000 | +8.3% | 1,085 | 0.0% | 0.02% | +13.3% | |
| ETR | Buy | ENTERGY CORP NEW COMstock | $26,000 | +4.0% | 226 | +0.9% | 0.02% | +13.3% |
| SNCY | SUN CTRY AIRLS HLDGS INC COMstock | $26,000 | -3.7% | 1,000 | 0.0% | 0.02% | +6.2% | |
| STE | STERIS PLC SHS USDstock | $26,000 | 0.0% | 106 | 0.0% | 0.02% | +6.2% | |
| AAL | Buy | AMERICAN AIRLS GROUP INC COMstock | $25,000 | +8.7% | 1,368 | +7.9% | 0.02% | +14.3% |
| FPX | FIRST TRUST US EQUITY OPPORTUNITIES ETFetf | $24,000 | -11.1% | 224 | 0.0% | 0.02% | 0.0% | |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETFetf | $25,000 | 0.0% | 368 | 0.0% | 0.02% | +6.7% | |
| SAVE | Sell | SPIRIT AIRLS INC COMstock | $25,000 | -21.9% | 1,160 | -20.5% | 0.02% | -20.0% |
| SYY | Buy | SYSCO CORP COMstock | $24,000 | +4.3% | 290 | +0.3% | 0.02% | +14.3% |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETFetf | $25,000 | -19.4% | 874 | 0.0% | 0.02% | -15.8% | |
| QRVO | QORVO INC COMstock | $24,000 | -20.0% | 195 | 0.0% | 0.02% | -11.1% | |
| LUV | Buy | SOUTHWEST AIRLS CO COMstock | $24,000 | +33.3% | 522 | +23.7% | 0.02% | +45.5% |
| GSK | Sell | GLAXOSMITHKLINE PLC SPONSORED ADRadr | $24,000 | -11.1% | 540 | -10.7% | 0.02% | 0.0% |
| CSX | Sell | CSX CORP COMstock | $24,000 | -7.7% | 646 | -6.1% | 0.02% | 0.0% |
| MRVL | Buy | MARVELL TECHNOLOGY INC COMstock | $24,000 | -17.2% | 340 | +2.4% | 0.02% | -11.1% |
| PAYC | PAYCOM SOFTWARE INC COMstock | $23,000 | -17.9% | 67 | 0.0% | 0.02% | -11.8% | |
| HPF | Buy | HANCOCK JOHN PFD INCOME FD II COMcef | $23,000 | -11.5% | 1,234 | +0.7% | 0.02% | -6.2% |
| SHY | Sell | ISHARES 1-3 YEAR TREASURY BOND ETFetf | $23,000 | -92.6% | 280 | -92.3% | 0.02% | -92.0% |
| MU | MICRON TECHNOLOGY INC COMstock | $23,000 | -14.8% | 290 | 0.0% | 0.02% | -6.2% | |
| DEO | DIAGEO PLC SPON ADR NEWadr | $23,000 | -4.2% | 111 | 0.0% | 0.02% | 0.0% | |
| FDN | FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDXetf | $23,000 | -17.9% | 124 | 0.0% | 0.02% | -11.8% | |
| KEYS | KEYSIGHT TECHNOLOGIES INC COMstock | $22,000 | -24.1% | 139 | 0.0% | 0.01% | -22.2% | |
| DLR | Sell | DIGITAL RLTY TR INC COMreit | $21,000 | -68.7% | 147 | -61.4% | 0.01% | -65.9% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED COMstock | $22,000 | -72.2% | 49 | -65.0% | 0.01% | -70.8% |
| UUP | Sell | INVESCO DB US DOLLAR INDEX BULLISH FUNDetf | $22,000 | -86.5% | 840 | -86.8% | 0.01% | -85.9% |
| IMCV | ISHARES MORNINGSTAR MID-CAP VALUE ETFetf | $22,000 | 0.0% | 315 | 0.0% | 0.01% | +7.7% | |
| PFM | Sell | INVESCO DIVIDEND ACHIEVERS ETFetf | $22,000 | -85.0% | 584 | -84.3% | 0.01% | -84.4% |
| DMXF | Buy | ISHARES ESG ADVANCED MSCI EAFE ETFetf | $22,000 | +633.3% | 360 | +718.2% | 0.01% | +600.0% |
| MRNA | MODERNA INC COMstock | $22,000 | -31.2% | 125 | 0.0% | 0.01% | -30.0% | |
| ENB | Sell | ENBRIDGE INC COMstock | $22,000 | 0.0% | 477 | -16.6% | 0.01% | +7.7% |
| SQ | Buy | BLOCK INC CL Astock | $21,000 | -8.7% | 154 | +9.2% | 0.01% | 0.0% |
| SUSC | New | ISHARES ESG AWARE USD CORPORATE BOND ETFetf | $21,000 | – | 834 | +100.0% | 0.01% | – |
| CAH | Buy | CARDINAL HEALTH INC COMstock | $22,000 | +10.0% | 382 | +1.1% | 0.01% | +16.7% |
| LKQ | Buy | LKQ CORP COMstock | $21,000 | -25.0% | 470 | +0.4% | 0.01% | -17.6% |
| LITE | Sell | LUMENTUM HLDGS INC COMstock | $20,000 | -9.1% | 204 | -1.4% | 0.01% | 0.0% |
| PKX | POSCO HOLDINGS INC SPONSORED ADRadr | $20,000 | 0.0% | 340 | 0.0% | 0.01% | +8.3% | |
| New | HF SINCLAIR CORPORATION COMstock | $20,000 | – | 504 | +100.0% | 0.01% | – | |
| FREL | Buy | FIDELITY MSCI REAL ESTATE INDEX ETFetf | $20,000 | -4.8% | 621 | +0.8% | 0.01% | 0.0% |
| CHD | CHURCH & DWIGHT CO INC COMstock | $20,000 | -4.8% | 200 | 0.0% | 0.01% | 0.0% | |
| FIXD | Sell | FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETFetf | $19,000 | -88.4% | 387 | -87.4% | 0.01% | -88.0% |
| SCI | SERVICE CORP INTL COMstock | $18,000 | -5.3% | 274 | 0.0% | 0.01% | 0.0% | |
| EWW | Buy | ISHARES MSCI MEXICO ETFetf | $18,000 | +12.5% | 321 | +3.9% | 0.01% | +20.0% |
| SPTL | Sell | SPDR PORTFOLIO LONG TERM TREASURY ETFetf | $18,000 | -40.0% | 473 | -32.5% | 0.01% | -33.3% |
| CRNC | Buy | CERENCE INC COMstock | $18,000 | -37.9% | 496 | +29.8% | 0.01% | -33.3% |
| CLX | Buy | CLOROX CO DEL COMstock | $18,000 | -18.2% | 128 | +0.8% | 0.01% | -7.7% |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW COMstock | $19,000 | 0.0% | 113 | +13.0% | 0.01% | 0.0% |
| ADM | ARCHER DANIELS MIDLAND CO COMstock | $18,000 | +38.5% | 197 | 0.0% | 0.01% | +50.0% | |
| DOCU | Buy | DOCUSIGN INC COMstock | $19,000 | -17.4% | 180 | +20.8% | 0.01% | -14.3% |
| IGD | Buy | VOYA GLBL EQTY DIV & PREM OPP COMcef | $19,000 | -5.0% | 3,272 | +1.5% | 0.01% | 0.0% |
| NKE | Sell | NIKE INC CL Bstock | $18,000 | -57.1% | 131 | -48.0% | 0.01% | -53.8% |
| PLUG | PLUG POWER INC COM NEWstock | $19,000 | 0.0% | 662 | 0.0% | 0.01% | 0.0% | |
| FITB | Sell | FIFTH THIRD BANCORP COMstock | $17,000 | -26.1% | 400 | -24.4% | 0.01% | -21.4% |
| FDX | FEDEX CORP COMstock | $16,000 | -11.1% | 68 | 0.0% | 0.01% | 0.0% | |
| FDLO | Sell | FIDELITY LOW VOLATILITY FACTOR ETFetf | $16,000 | -70.9% | 325 | -69.0% | 0.01% | -67.6% |
| VGT | Sell | VANGUARD INFORMATION TECHNOLOGY INDEX FUNDetf | $16,000 | -84.0% | 38 | -82.6% | 0.01% | -82.0% |
| TLT | ISHARES 20 YEAR TREASURY BOND ETFetf | $17,000 | -10.5% | 129 | 0.0% | 0.01% | -8.3% | |
| SUB | Sell | ISHARES SHORT-TERM NATIONAL MUNI BOND ETFetf | $16,000 | -55.6% | 150 | -55.2% | 0.01% | -50.0% |
| ESGD | Buy | ISHARES MSCI EAFE ESG SELECT ETFetf | $16,000 | +220.0% | 213 | +273.7% | 0.01% | +266.7% |
| TDY | TELEDYNE TECHNOLOGIES INC COMstock | $17,000 | +13.3% | 35 | 0.0% | 0.01% | +22.2% | |
| SYNA | Buy | SYNAPTICS INC COMstock | $17,000 | -26.1% | 83 | +2.5% | 0.01% | -21.4% |
| SONO | SONOS INC COMstock | $16,000 | -5.9% | 561 | 0.0% | 0.01% | +10.0% | |
| FTGC | New | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUNDetf | $17,000 | – | 600 | +100.0% | 0.01% | – |
| XLK | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $16,000 | -5.9% | 100 | 0.0% | 0.01% | +10.0% | |
| SSB | Buy | SOUTHSTATE CORPORATION COMstock | $15,000 | 0.0% | 187 | +0.5% | 0.01% | +11.1% |
| DIA | Sell | SPDR DOW JONES INDUSTRIAL AVERAGE ETFetf | $15,000 | -16.7% | 42 | -12.5% | 0.01% | -9.1% |
| GM | GENERAL MTRS CO COMstock | $15,000 | -25.0% | 339 | 0.0% | 0.01% | -16.7% | |
| VUG | VANGUARD GROWTH INDEX FUNDetf | $15,000 | -11.8% | 53 | 0.0% | 0.01% | 0.0% | |
| JEPI | Sell | JPMORGAN EQUITY PREMIUM INCOME ETFetf | $15,000 | -86.7% | 250 | -86.1% | 0.01% | -85.5% |
| JBLU | Sell | JETBLUE AWYS CORP COMstock | $15,000 | -25.0% | 1,020 | -27.1% | 0.01% | -16.7% |
| U | Buy | UNITY SOFTWARE INC COMstock | $15,000 | -21.1% | 153 | +12.5% | 0.01% | -16.7% |
| CTXS | CITRIX SYS INC COMstock | $15,000 | +7.1% | 145 | 0.0% | 0.01% | +11.1% | |
| TRMB | Buy | TRIMBLE INC COMstock | $13,000 | -13.3% | 187 | +8.1% | 0.01% | 0.0% |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC COMstock | $13,000 | -7.1% | 50 | -23.1% | 0.01% | 0.0% |
| SWKS | Sell | SKYWORKS SOLUTIONS INC COMstock | $13,000 | -67.5% | 100 | -61.2% | 0.01% | -62.5% |
| AYX | Sell | ALTERYX INC COM CL Astock | $14,000 | +7.7% | 197 | -10.5% | 0.01% | +12.5% |
| IYE | Buy | ISHARES U.S. ENERGY ETFetf | $13,000 | +30.0% | 319 | +0.6% | 0.01% | +50.0% |
| SIZE | Buy | ISHARES MSCI USA SIZE FACTOR ETFetf | $14,000 | 0.0% | 105 | +1.0% | 0.01% | 0.0% |
| ELP | COMPANHIA PARANAENSE ENERG COP SPON ADSadr | $13,000 | +44.4% | 1,632 | 0.0% | 0.01% | +80.0% | |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETFetf | $13,000 | -7.1% | 121 | 0.0% | 0.01% | 0.0% | |
| CC | Buy | CHEMOURS CO COMstock | $14,000 | -6.7% | 453 | +0.4% | 0.01% | 0.0% |
| ALRM | Sell | ALARM COM HLDGS INC COMstock | $14,000 | -26.3% | 214 | -5.3% | 0.01% | -25.0% |
| LMBS | Sell | FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETFetf | $14,000 | -75.4% | 287 | -74.9% | 0.01% | -74.3% |
| TDOC | Buy | TELADOC HEALTH INC COMstock | $13,000 | -13.3% | 183 | +8.9% | 0.01% | 0.0% |
| ALL | ALLSTATE CORP COMstock | $14,000 | +16.7% | 100 | 0.0% | 0.01% | +28.6% | |
| FEDERAL RLTY INVT TR NEW SH BEN INT NEWreit | $13,000 | -13.3% | 107 | 0.0% | 0.01% | 0.0% | ||
| PKG | Buy | PACKAGING CORP AMER COMstock | $14,000 | +16.7% | 88 | +1.1% | 0.01% | +28.6% |
| AZO | Sell | AUTOZONE INC COMstock | $14,000 | -17.6% | 7 | -12.5% | 0.01% | -10.0% |
| SDY | Sell | SPDR S&P DIVIDEND ETFetf | $14,000 | -53.3% | 108 | -53.2% | 0.01% | -50.0% |
| UMPQ | Sell | UMPQUA HLDGS CORP COMstock | $12,000 | -64.7% | 658 | -63.2% | 0.01% | -61.9% |
| EIX | Buy | EDISON INTL COMstock | $12,000 | +9.1% | 169 | +1.2% | 0.01% | +14.3% |
| VALE | Buy | VALE S A SPONSORED ADSadr | $12,000 | +50.0% | 588 | +3.7% | 0.01% | +60.0% |
| CIG | CIA ENERGETICA DE MINAS GERAIS SP ADR N-V PFDadr | $12,000 | +33.3% | 3,825 | 0.0% | 0.01% | +60.0% | |
| TGLS | Buy | TECNOGLASS INC SHSstock | $12,000 | 0.0% | 478 | +0.2% | 0.01% | +14.3% |
| PEG | Sell | PUBLIC SVC ENTERPRISE GRP INC COMstock | $12,000 | -29.4% | 166 | -34.6% | 0.01% | -20.0% |
| TMUS | T-MOBILE US INC COMstock | $12,000 | +9.1% | 92 | 0.0% | 0.01% | +14.3% | |
| NFLX | NETFLIX INC COMstock | $12,000 | -36.8% | 32 | 0.0% | 0.01% | -33.3% | |
| CLH | CLEAN HARBORS INC COMstock | $12,000 | +9.1% | 106 | 0.0% | 0.01% | +14.3% | |
| FEM | Sell | FIRST TRUST EMERGING MARKETS ALPHADEX FUNDetf | $10,000 | -56.5% | 402 | -55.1% | 0.01% | -50.0% |
| COLM | COLUMBIA SPORTSWEAR CO COMstock | $10,000 | -9.1% | 109 | 0.0% | 0.01% | 0.0% | |
| DTE | DTE ENERGY CO COMstock | $10,000 | +11.1% | 75 | 0.0% | 0.01% | +40.0% | |
| UFPI | UFP INDUSTRIES INC COMstock | $10,000 | -16.7% | 135 | 0.0% | 0.01% | 0.0% | |
| IHF | ISHARES U.S. HEALTHCARE PROVIDERS ETFetf | $11,000 | -8.3% | 40 | 0.0% | 0.01% | 0.0% | |
| THERATECHNOLOGIES INC 5.75 06/30/2023convertible | $10,000 | -9.1% | 12,000 | 0.0% | 0.01% | 0.0% | ||
| INDA | Buy | ISHARES MSCI INDIA INDEX FUNDetf | $11,000 | +10.0% | 237 | +8.7% | 0.01% | +16.7% |
| FDT | Sell | FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUNDetf | $10,000 | -61.5% | 173 | -59.0% | 0.01% | -56.2% |
| BLNK | Sell | BLINK CHARGING CO COMstock | $10,000 | -33.3% | 371 | -36.4% | 0.01% | -22.2% |
| KEY | Buy | KEYCORP COMstock | $11,000 | -8.3% | 512 | +0.8% | 0.01% | 0.0% |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETFetf | $11,000 | -8.3% | 140 | 0.0% | 0.01% | 0.0% | |
| DY | DYCOM INDS INC COMstock | $11,000 | 0.0% | 115 | 0.0% | 0.01% | 0.0% | |
| IXN | ISHARES GLOBAL TECH ETFetf | $11,000 | -8.3% | 189 | 0.0% | 0.01% | 0.0% | |
| EIS | ISHARES MSCI ISRAEL ETFetf | $10,000 | 0.0% | 133 | 0.0% | 0.01% | +16.7% | |
| New | LUCID GROUP INC COMstock | $11,000 | – | 450 | +100.0% | 0.01% | – | |
| DIVO | Sell | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETFetf | $10,000 | -83.6% | 280 | -82.3% | 0.01% | -81.1% |
| ISRG | INTUITIVE SURGICAL INC COM NEWstock | $10,000 | -16.7% | 33 | 0.0% | 0.01% | 0.0% | |
| BLOK | AMPLIFY TRANSFORMATIONAL DATA SHARING ETFetf | $10,000 | -16.7% | 302 | 0.0% | 0.01% | 0.0% | |
| VHT | Buy | VANGUARD HEALTH CARE INDEX FUNDetf | $11,000 | +1000.0% | 43 | +1333.3% | 0.01% | +600.0% |
| IDA | IDACORP INC COMstock | $10,000 | 0.0% | 90 | 0.0% | 0.01% | +16.7% | |
| CCL | CARNIVAL CORP COMMON STOCKstock | $10,000 | 0.0% | 500 | 0.0% | 0.01% | +16.7% | |
| ARKG | Buy | ARK GENOMIC REVOLUTION ETFetf | $11,000 | +37.5% | 235 | +74.1% | 0.01% | +40.0% |
| JWN | NORDSTROM INC COMstock | $10,000 | +11.1% | 375 | 0.0% | 0.01% | +40.0% | |
| ULCC | FRONTIER GROUP HLDGS INC COMstock | $11,000 | -21.4% | 1,000 | 0.0% | 0.01% | -22.2% | |
| ZTS | Sell | ZOETIS INC CL Astock | $10,000 | -87.8% | 55 | -83.6% | 0.01% | -86.0% |
| ARCC | Buy | ARES CAPITAL CORP COMcef | $10,000 | 0.0% | 457 | +0.9% | 0.01% | +16.7% |
| XLI | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $10,000 | -9.1% | 100 | 0.0% | 0.01% | 0.0% | |
| ATO | ATMOS ENERGY CORP COMstock | $10,000 | +11.1% | 87 | 0.0% | 0.01% | +40.0% | |
| XLY | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $10,000 | -9.1% | 55 | 0.0% | 0.01% | 0.0% | |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFetf | $10,000 | 0.0% | 101 | 0.0% | 0.01% | +16.7% | |
| PETQ | PETIQ INC COM CL Astock | $10,000 | +11.1% | 411 | 0.0% | 0.01% | +40.0% | |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFetf | $10,000 | -9.1% | 148 | 0.0% | 0.01% | 0.0% | |
| SHOP | Sell | SHOPIFY INC CL Astock | $9,000 | -64.0% | 14 | -22.2% | 0.01% | -60.0% |
| GUT | Buy | GABELLI UTIL TR COMcef | $9,000 | -18.2% | 1,316 | +1.3% | 0.01% | -14.3% |
| SCHI | Sell | SCHWAB 5-10 YEAR CORPORATE BOND ETFetf | $9,000 | -59.1% | 190 | -54.7% | 0.01% | -53.8% |
| CEVA | Buy | CEVA INC COMstock | $9,000 | +28.6% | 221 | +27.7% | 0.01% | +50.0% |
| PBE | New | INVESCO DYNAMIC BIOTECHNOLOGY & GENOME ETFetf | $9,000 | – | 150 | +100.0% | 0.01% | – |
| NET | Buy | CLOUDFLARE INC CL A COMstock | $9,000 | +50.0% | 79 | +61.2% | 0.01% | +50.0% |
| SLYG | SPDR S&P 600 SMALL CAP GROWTH ETFetf | $9,000 | -10.0% | 110 | 0.0% | 0.01% | 0.0% | |
| XNTK | SPDR NYSE TECHNOLOGY ETFetf | $9,000 | -18.2% | 65 | 0.0% | 0.01% | -14.3% | |
| IEFA | ISHARES CORE MSCI EAFE ETFetf | $9,000 | -10.0% | 134 | 0.0% | 0.01% | 0.0% | |
| EVGO | EVGO INC CL A COMstock | $9,000 | +28.6% | 737 | 0.0% | 0.01% | +50.0% | |
| SIX | New | SIX FLAGS ENTMT CORP NEW COMstock | $9,000 | – | 200 | +100.0% | 0.01% | – |
| ROKT | SPDR S&P KENSHO FINAL FRONTIERS ETFetf | $7,000 | 0.0% | 164 | 0.0% | 0.01% | +25.0% | |
| DHI | D R HORTON INC COMstock | $8,000 | -27.3% | 103 | 0.0% | 0.01% | -28.6% | |
| X | Sell | UNITED STATES STL CORP NEW COMstock | $7,000 | -22.2% | 185 | -51.9% | 0.01% | 0.0% |
| DAL | Sell | DELTA AIR LINES INC DEL COM NEWstock | $8,000 | -33.3% | 200 | -33.3% | 0.01% | -28.6% |
| FBT | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUNDetf | $7,000 | 0.0% | 45 | 0.0% | 0.01% | +25.0% | |
| GILD | GILEAD SCIENCES INC COMstock | $8,000 | -11.1% | 126 | 0.0% | 0.01% | 0.0% | |
| ILCG | ISHARES MORNINGSTAR GROWTH ETFetf | $8,000 | -11.1% | 125 | 0.0% | 0.01% | 0.0% | |
| KNX | Buy | KNIGHT-SWIFT TRANSN HLDGS INC CL Astock | $7,000 | -22.2% | 146 | +0.7% | 0.01% | 0.0% |
| BB | BLACKBERRY LTD COMstock | $8,000 | -20.0% | 1,020 | 0.0% | 0.01% | -16.7% | |
| NCLH | NORWEGIAN CRUISE LINE HLDG LTD SHSstock | $7,000 | +16.7% | 300 | 0.0% | 0.01% | +25.0% | |
| THO | THOR INDS INC COMstock | $7,000 | -22.2% | 86 | 0.0% | 0.01% | 0.0% | |
| DSI | Buy | ISHARES MSCI KLD 400 SOCIAL ETFetf | $7,000 | +600.0% | 77 | +1000.0% | 0.01% | +400.0% |
| XEL | Sell | XCEL ENERGY INC COMstock | $8,000 | -52.9% | 110 | -57.4% | 0.01% | -50.0% |
| FCEL | FUELCELL ENERGY INC COMstock | $8,000 | +14.3% | 1,326 | 0.0% | 0.01% | +25.0% | |
| SCHO | Sell | SCHWAB SHORT-TERM U.S. TREASURY ETFetf | $7,000 | -58.8% | 150 | -55.9% | 0.01% | -50.0% |
| CHPT | Sell | CHARGEPOINT HOLDINGS INC COM CL Astock | $8,000 | -38.5% | 387 | -44.2% | 0.01% | -37.5% |
| FNY | FIRST TRUST MID CAP GROWTH ALPHADEX FUNDetf | $7,000 | -12.5% | 104 | 0.0% | 0.01% | 0.0% | |
| GOLD | Sell | BARRICK GOLD CORP COMstock | $7,000 | -36.4% | 288 | -50.9% | 0.01% | -28.6% |
| EBS | EMERGENT BIOSOLUTIONS INC COMstock | $8,000 | -11.1% | 200 | 0.0% | 0.01% | 0.0% | |
| ESTC | Buy | ELASTIC N V ORD SHSstock | $7,000 | 0.0% | 81 | +50.0% | 0.01% | +25.0% |
| LAC | New | LITHIUM AMERS CORP NEW COM NEWstock | $8,000 | – | 200 | +100.0% | 0.01% | – |
| A | AGILENT TECHNOLOGIES INC COMstock | $8,000 | -11.1% | 59 | 0.0% | 0.01% | 0.0% | |
| EA | ELECTRONIC ARTS INC COMstock | $6,000 | 0.0% | 46 | 0.0% | 0.00% | 0.0% | |
| EWZ | Buy | ISHARES MSCI BRAZIL ETFetf | $6,000 | +50.0% | 163 | +3.8% | 0.00% | +100.0% |
| CELH | New | CELSIUS HLDGS INC COM NEWstock | $6,000 | – | 100 | +100.0% | 0.00% | – |
| AMCR | Buy | AMCOR PLC ORDstock | $6,000 | 0.0% | 510 | +1.2% | 0.00% | 0.0% |
| HMC | HONDA MOTOR LTD AMERN SHSadr | $6,000 | 0.0% | 219 | 0.0% | 0.00% | 0.0% | |
| GGT | Buy | GABELLI MULTIMEDIA TR INC COMcef | $6,000 | 0.0% | 690 | +2.4% | 0.00% | 0.0% |
| MPLX | MPLX LP COM UNIT REP LTDstock | $6,000 | +20.0% | 170 | 0.0% | 0.00% | +33.3% | |
| HYXF | New | ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETFetf | $6,000 | – | 126 | +100.0% | 0.00% | – |
| SOXX | ISHARES SEMICONDUCTOR FUNDetf | $6,000 | -14.3% | 12 | 0.0% | 0.00% | 0.0% | |
| MRTN | Buy | MARTEN TRANS LTD COMstock | $6,000 | 0.0% | 338 | +0.6% | 0.00% | 0.0% |
| LYFT | LYFT INC CL A COMstock | $4,000 | 0.0% | 100 | 0.0% | 0.00% | +50.0% | |
| FIW | FIRST TRUST WATER ETFetf | $5,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
| FXD | FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUNDetf | $4,000 | -20.0% | 81 | 0.0% | 0.00% | 0.0% | |
| FSTR | FOSTER L B CO COMstock | $5,000 | +25.0% | 300 | 0.0% | 0.00% | +50.0% | |
| EXC | Buy | EXELON CORP COMstock | $5,000 | -16.7% | 113 | +0.9% | 0.00% | -25.0% |
| GREK | Buy | GLOBAL X MSCI GREECE ETFetf | $5,000 | +25.0% | 192 | +23.1% | 0.00% | +50.0% |
| GVA | GRANITE CONSTR INC COMstock | $4,000 | 0.0% | 116 | 0.0% | 0.00% | +50.0% | |
| HPQ | Sell | HP INC COMstock | $4,000 | -20.0% | 122 | -1.6% | 0.00% | 0.0% |
| HAYW | Buy | HAYWARD HLDGS INC COMstock | $4,000 | -20.0% | 250 | +25.0% | 0.00% | 0.0% |
| PEY | INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETFetf | $5,000 | 0.0% | 216 | 0.0% | 0.00% | 0.0% | |
| EBAY | EBAY INC. COMstock | $5,000 | -16.7% | 88 | 0.0% | 0.00% | -25.0% | |
| EEM | Buy | ISHARES MSCI EMERGING MARKETS ETFetf | $5,000 | 0.0% | 114 | +21.3% | 0.00% | 0.0% |
| DOW | DOW INC COMstock | $5,000 | +25.0% | 75 | 0.0% | 0.00% | +50.0% | |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETFetf | $5,000 | -16.7% | 45 | 0.0% | 0.00% | -25.0% | |
| DKS | New | DICKS SPORTING GOODS INC COMstock | $5,000 | – | 50 | +100.0% | 0.00% | – |
| DE | Sell | DEERE & CO COMstock | $4,000 | -95.1% | 10 | -95.8% | 0.00% | -94.0% |
| DDOG | DATADOG INC CL A COMstock | $4,000 | 0.0% | 24 | 0.0% | 0.00% | +50.0% | |
| SUSA | Sell | ISHARES MSCI USA ESG SELECT ETFetf | $5,000 | -28.6% | 52 | -16.1% | 0.00% | -25.0% |
| MCHI | Sell | ISHARES MSCI CHINA ETFetf | $5,000 | -50.0% | 94 | -39.0% | 0.00% | -50.0% |
| CRWD | CROWDSTRIKE HLDGS INC CL Astock | $5,000 | +25.0% | 20 | 0.0% | 0.00% | +50.0% | |
| STZ | Sell | CONSTELLATION BRANDS INC CL Astock | $5,000 | -54.5% | 23 | -46.5% | 0.00% | -57.1% |
| CAG | Buy | CONAGRA BRANDS INC COMstock | $5,000 | 0.0% | 158 | +0.6% | 0.00% | 0.0% |
| COIN | New | COINBASE GLOBAL INC COM CL Astock | $4,000 | – | 23 | +100.0% | 0.00% | – |
| CVNA | New | CARVANA CO CL Astock | $5,000 | – | 40 | +100.0% | 0.00% | – |
| OCUL | Sell | OCULAR THERAPEUTIX INC COMstock | $5,000 | -44.4% | 1,075 | -14.5% | 0.00% | -40.0% |
| OPEN | OPENDOOR TECHNOLOGIES INC COMstock | $4,000 | -42.9% | 450 | 0.0% | 0.00% | -25.0% | |
| AI | Buy | C3 AI INC CL Astock | $5,000 | +25.0% | 205 | +58.9% | 0.00% | +50.0% |
| BBY | Sell | BEST BUY INC COMstock | $5,000 | -66.7% | 50 | -66.7% | 0.00% | -66.7% |
| PWR | QUANTA SVCS INC COMstock | $4,000 | 0.0% | 32 | 0.0% | 0.00% | +50.0% | |
| New | RIVIAN AUTOMOTIVE INC COM CL Astock | $4,000 | – | 84 | +100.0% | 0.00% | – | |
| RBLX | Sell | ROBLOX CORP CL Astock | $5,000 | -54.5% | 102 | -5.6% | 0.00% | -57.1% |
| RGLD | ROYAL GOLD INC COMstock | $5,000 | +25.0% | 35 | 0.0% | 0.00% | +50.0% | |
| AZEK | New | AZEK CO INC CL Astock | $4,000 | – | 150 | +100.0% | 0.00% | – |
| APPH | Sell | APPHARVEST INC COMstock | $5,000 | +25.0% | 1,003 | -4.3% | 0.00% | +50.0% |
| SNAP | SNAP INC CL Astock | $4,000 | -20.0% | 100 | 0.0% | 0.00% | 0.0% | |
| SLI | Buy | STANDARD LITHIUM LTD COMstock | $4,000 | +100.0% | 400 | +100.0% | 0.00% | +200.0% |
| TLRY | Sell | TILRAY BRANDS INC COM CL 2stock | $4,000 | 0.0% | 451 | -15.5% | 0.00% | +50.0% |
| VTV | VANGUARD VALUE INDEX FUNDetf | $4,000 | 0.0% | 28 | 0.0% | 0.00% | +50.0% | |
| AFRM | AFFIRM HLDGS INC COM CL Astock | $5,000 | -50.0% | 100 | 0.0% | 0.00% | -50.0% | |
| WELL | WELLTOWER INC COMreit | $4,000 | 0.0% | 42 | 0.0% | 0.00% | +50.0% | |
| WPM | WHEATON PRECIOUS METALS CORP COMstock | $5,000 | +25.0% | 100 | 0.0% | 0.00% | +50.0% | |
| WTMF | WISDOMTREE MANAGED FUTURES STRATEGY FUNDetf | $4,000 | 0.0% | 100 | 0.0% | 0.00% | +50.0% | |
| YUM | YUM BRANDS INC COMstock | $5,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| GOGL | New | GOLDEN OCEAN GROUP LTD SHS NEWstock | $4,000 | – | 329 | +100.0% | 0.00% | – |
| RIG | New | TRANSOCEAN LTD REG SHSstock | $5,000 | – | 1,000 | +100.0% | 0.00% | – |
| QGEN | QIAGEN NV SHS NEWstock | $5,000 | -16.7% | 100 | 0.0% | 0.00% | -25.0% | |
| LIT | Buy | GLOBAL X LITHIUM & BATTERY TECH ETFetf | $3,000 | -25.0% | 42 | +2.4% | 0.00% | 0.0% |
| BUD | ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRadr | $3,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% | |
| LW | LAMB WESTON HLDGS INC COMstock | $3,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% | |
| SIRI | SIRIUS XM HOLDINGS INC COMstock | $3,000 | 0.0% | 512 | 0.0% | 0.00% | 0.0% | |
| FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETFetf | $3,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $3,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| FCX | Buy | FREEPORT-MCMORAN INC CL Bstock | $3,000 | +50.0% | 52 | +2.0% | 0.00% | +100.0% |
| PH | PARKER-HANNIFIN CORP COMstock | $3,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| GPS | GAP INC COMstock | $3,000 | -25.0% | 200 | 0.0% | 0.00% | 0.0% | |
| UBER | Sell | UBER TECHNOLOGIES INC COMstock | $3,000 | -50.0% | 88 | -36.2% | 0.00% | -50.0% |
| KNDI | KANDI TECHNOLOGIES GROUP INC COMstock | $3,000 | 0.0% | 860 | 0.0% | 0.00% | 0.0% | |
| HYS | Sell | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUNDetf | $3,000 | -62.5% | 29 | -62.8% | 0.00% | -60.0% |
| VIAV | VIAVI SOLUTIONS INC COMstock | $3,000 | -25.0% | 200 | 0.0% | 0.00% | 0.0% | |
| PKI | PERKINELMER INC COMstock | $3,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
| LULU | Sell | LULULEMON ATHLETICA INC COMstock | $3,000 | -40.0% | 8 | -33.3% | 0.00% | -33.3% |
| JMIA | JUMIA TECHNOLOGIES AG SPONSORED ADSadr | $3,000 | -25.0% | 314 | 0.0% | 0.00% | 0.0% | |
| XLV | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $3,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| JETS | U.S. GLOBAL JETS ETFetf | $3,000 | 0.0% | 151 | 0.0% | 0.00% | 0.0% | |
| IRBT | IROBOT CORP COMstock | $3,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% | |
| FISV | FISERV INC COMstock | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| FTSM | Sell | FIRST TRUST ENHANCED SHORT MATURITY ETFetf | $3,000 | -88.9% | 53 | -88.1% | 0.00% | -87.5% |
| PUBM | PUBMATIC INC COM CL Astock | $3,000 | 0.0% | 100 | 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% | |
| BNTX | BIONTECH SE SPONSORED ADSadr | $3,000 | -40.0% | 20 | 0.0% | 0.00% | -33.3% | |
| LTHM | New | LIVENT CORP COMstock | $3,000 | – | 100 | +100.0% | 0.00% | – |
| PFGC | PERFORMANCE FOOD GROUP CO COMstock | $3,000 | +50.0% | 53 | 0.0% | 0.00% | +100.0% | |
| PHO | Sell | INVESCO WATER RESOURCES ETFetf | $3,000 | -85.7% | 52 | -85.2% | 0.00% | -84.6% |
| AGNC | Sell | AGNC INVT CORP COMreit | $2,000 | -97.5% | 120 | -97.7% | 0.00% | -98.0% |
| UPRO | New | PROSHARES ULTRAPRO S&P 500etf | $1,000 | – | 10 | +100.0% | 0.00% | – |
| FTSL | Sell | FIRST TRUST SENIOR LOAN FUNDetf | $1,000 | -80.0% | 13 | -88.0% | 0.00% | -66.7% |
| LAZR | LUMINAR TECHNOLOGIES INC COM CL Astock | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| LUMN | LUMEN TECHNOLOGIES INC COMstock | $2,000 | 0.0% | 192 | 0.0% | 0.00% | 0.0% | |
| ARWR | ARROWHEAD PHARMACEUTICALS INC COMstock | $2,000 | -33.3% | 40 | 0.0% | 0.00% | -50.0% | |
| FVRR | FIVERR INTL LTD ORD SHSstock | $2,000 | -33.3% | 29 | 0.0% | 0.00% | -50.0% | |
| NOVA | Sell | SUNNOVA ENERGY INTL INC. COMstock | $2,000 | -33.3% | 75 | -25.0% | 0.00% | -50.0% |
| Sell | SYLVAMO CORP COMMON STOCKstock | $1,000 | -50.0% | 17 | -76.4% | 0.00% | 0.0% | |
| SYNH | SYNEOS HEALTH INC CL Astock | $1,000 | 0.0% | 160 | 0.0% | 0.00% | 0.0% | |
| LVS | New | LAS VEGAS SANDS CORP COMstock | $2,000 | – | 50 | +100.0% | 0.00% | – |
| New | KYNDRYL HLDGS INC COMMON STOCKstock | $1,000 | – | 47 | +100.0% | 0.00% | – | |
| APA | New | APA CORPORATION COMstock | $1,000 | – | 30 | +100.0% | 0.00% | – |
| KIRK | Sell | KIRKLANDS INC COMstock | $1,000 | -66.7% | 100 | -50.0% | 0.00% | -50.0% |
| New | TELESAT CORP CL A & CL B SHSstock | $2,000 | – | 100 | +100.0% | 0.00% | – | |
| CLNE | CLEAN ENERGY FUELS CORP COMstock | $2,000 | 0.0% | 300 | 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% | |
| SKIN | New | THE BEAUTY HEALTH COMPANY COM CL Astock | $2,000 | – | 100 | +100.0% | 0.00% | – |
| CMPS | COMPASS PATHWAYS PLC SPONSORED ADSadr | $1,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $2,000 | -33.3% | 44 | 0.0% | 0.00% | -50.0% | |
| QS | Sell | QUANTUMSCAPE CORP COM CL Astock | $2,000 | -93.5% | 100 | -92.9% | 0.00% | -94.7% |
| PRTY | Buy | PARTY CITY HOLDCO INC COMstock | $1,000 | 0.0% | 300 | +328.6% | 0.00% | 0.0% |
| TZOO | Sell | TRAVELZOO COM NEWstock | $2,000 | -71.4% | 300 | -57.1% | 0.00% | -75.0% |
| DTM | DT MIDSTREAM INC COMMON STOCKstock | $2,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| TRVG | New | TRIVAGO N V SPON ADS A SHSadr | $1,000 | – | 250 | +100.0% | 0.00% | – |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETFetf | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| PATH | Buy | UIPATH INC CL Astock | $1,000 | 0.0% | 50 | +100.0% | 0.00% | 0.0% |
| DVN | DEVON ENERGY CORP NEW COMstock | $2,000 | +100.0% | 26 | 0.0% | 0.00% | 0.0% | |
| DXCM | DEXCOM INC COMstock | $2,000 | 0.0% | 4 | 0.0% | 0.00% | 0.0% | |
| IYF | ISHARES U.S. FINANCIALS ETFetf | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| New | IONQ INC COMstock | $1,000 | – | 50 | +100.0% | 0.00% | – | |
| QQQM | INVESCO NASDAQ 100 ETFetf | $1,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
| New | ORION OFFICE REIT INC COMreit | $1,000 | – | 75 | +100.0% | 0.00% | – | |
| OGN | Sell | ORGANON & CO COMMON STOCKstock | $1,000 | -50.0% | 27 | -49.1% | 0.00% | 0.0% |
| SABR | SABRE CORP COMstock | $1,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| OXY | New | OCCIDENTAL PETE CORP COMstock | $1,000 | – | 10 | +100.0% | 0.00% | – |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETFetf | $2,000 | -33.3% | 31 | 0.0% | 0.00% | -50.0% | |
| CAN | CANAAN INC SPONSORED ADSadr | $1,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| ICE | Sell | INTERCONTINENTAL EXCHANGE INC COMstock | $1,000 | -91.7% | 9 | -90.1% | 0.00% | -85.7% |
| HYZON MOTORS INC COM CL Astock | $2,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | ||
| CGC | Sell | CANOPY GROWTH CORP COMstock | $1,000 | -75.0% | 170 | -64.2% | 0.00% | -50.0% |
| VEEV | VEEVA SYS INC CL A COMstock | $1,000 | -50.0% | 6 | 0.0% | 0.00% | 0.0% | |
| VOO | VANGUARD S&P 500 ETFetf | $1,000 | 0.0% | 3 | 0.0% | 0.00% | 0.0% | |
| NWN | NORTHWEST NAT HLDG CO COMstock | $1,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
| ADSK | AUTODESK INC COMstock | $2,000 | -33.3% | 10 | 0.0% | 0.00% | -50.0% | |
| HOLX | HOLOGIC INC COMstock | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| HEXO | HEXO CORP COM NEWstock | $1,000 | 0.0% | 2,000 | 0.0% | 0.00% | 0.0% | |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE CO COMstock | $2,000 | 0.0% | 115 | +0.9% | 0.00% | 0.0% |
| SPCE | Sell | VIRGIN GALACTIC HOLDINGS INC COMstock | $1,000 | -66.7% | 100 | -50.0% | 0.00% | -50.0% |
| ABNB | AIRBNB INC COM CL Astock | $1,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
| VMW | VMWARE INC CL A COMstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| VOD | Sell | VODAFONE GROUP PLC NEW SPONSORED ADRadr | $1,000 | -50.0% | 46 | -60.7% | 0.00% | 0.0% |
| Buy | VOLTA INC COM CL Astock | $1,000 | -50.0% | 400 | +33.3% | 0.00% | 0.0% | |
| HTZZ | New | HERTZ GLOBAL HLDGS INC COM NEWstock | $1,000 | – | 50 | +100.0% | 0.00% | – |
| POST | POST HLDGS INC COMstock | $2,000 | -50.0% | 32 | 0.0% | 0.00% | -50.0% | |
| GTE | New | GRAN TIERRA ENERGY INC COMstock | $1,000 | – | 700 | +100.0% | 0.00% | – |
| WAB | Sell | WABTEC COMstock | $2,000 | -66.7% | 21 | -67.7% | 0.00% | -75.0% |
| ROCKET LAB USA INC COMstock | $1,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | ||
| SNOW | SNOWFLAKE INC CL Astock | $1,000 | -50.0% | 6 | 0.0% | 0.00% | 0.0% | |
| RMO | Buy | ROMEO POWER INC COMstock | $1,000 | 0.0% | 1,000 | +900.0% | 0.00% | 0.0% |
| ETSY | ETSY INC COMstock | $2,000 | -50.0% | 20 | 0.0% | 0.00% | -50.0% | |
| HIO | WESTERN ASSET HIGH INCOME OPPO COMcef | $1,000 | 0.0% | 143 | 0.0% | 0.00% | 0.0% | |
| AVNS | Sell | AVANOS MED INC COMstock | $1,000 | 0.0% | 25 | -10.7% | 0.00% | 0.0% |
| DRIV | Sell | GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETFetf | $2,000 | -33.3% | 70 | -36.4% | 0.00% | -50.0% |
| ATVI | Sell | ACTIVISION BLIZZARD INC COMstock | $1,000 | -87.5% | 15 | -88.2% | 0.00% | -80.0% |
| EVBG | EVERBRIDGE INC COMstock | $2,000 | -33.3% | 50 | 0.0% | 0.00% | -50.0% | |
| ROST | Sell | ROSS STORES INC COMstock | $1,000 | -97.1% | 15 | -95.1% | 0.00% | -95.2% |
| NEM | NEWMONT CORP COMstock | $1,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
| GRX | Buy | GABELLI HLTHCARE & WELLNESS TR SHScef | $1,000 | 0.0% | 112 | +4.7% | 0.00% | 0.0% |
| NRG | Buy | NRG ENERGY INC COM NEWstock | $2,000 | 0.0% | 43 | +2.4% | 0.00% | 0.0% |
| MNST | MONSTER BEVERAGE CORP NEW COMstock | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| BCS | BARCLAYS PLC ADRadr | $1,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% | |
| YUMC | YUM CHINA HLDGS INC COMstock | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
| ZEN | ZENDESK INC COMstock | $1,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
| Z | ZILLOW GROUP INC CL C CAP STKstock | $2,000 | -33.3% | 47 | 0.0% | 0.00% | -50.0% | |
| ZBH | ZIMMER BIOMET HOLDINGS INC COMstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| ZS | ZSCALER INC COMstock | $2,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
| ZM | Sell | ZOOM VIDEO COMMUNICATIONS INC CL Astock | $1,000 | -66.7% | 10 | -44.4% | 0.00% | -50.0% |
| ASTR | ASTRA SPACE INC COM CL Astock | $1,000 | 0.0% | 170 | 0.0% | 0.00% | 0.0% | |
| ZNGA | Sell | ZYNGA INC CL Astock | $1,000 | -85.7% | 70 | -93.5% | 0.00% | -75.0% |
| ACN | ACCENTURE PLC IRELAND SHS CLASS Astock | $2,000 | -33.3% | 7 | 0.0% | 0.00% | -50.0% | |
| MELI | MERCADOLIBRE INC COMstock | $1,000 | 0.0% | 1 | 0.0% | 0.00% | 0.0% | |
| FSLY | FASTLY INC CL Astock | $2,000 | -50.0% | 100 | 0.0% | 0.00% | -50.0% | |
| CVS | CVS HEALTH CORP COMstock | $2,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| SE | New | SEA LTD SPONSORD ADSadr | $2,000 | – | 20 | +100.0% | 0.00% | – |
| FEN | FIRST TR ENERGY INCOME & GROWT COMcef | $2,000 | 0.0% | 123 | 0.0% | 0.00% | 0.0% | |
| VAL | VALARIS LIMITED CL Astock | $2,000 | +100.0% | 34 | 0.0% | 0.00% | 0.0% | |
| CRNT | CERAGON NETWORKS LTD ORDstock | $0 | -100.0% | 100 | 0.0% | 0.00% | -100.0% | |
| BYND | BEYOND MEAT INC COMstock | $0 | -100.0% | 10 | 0.0% | 0.00% | -100.0% | |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $0 | -100.0% | 4 | 0.0% | 0.00% | -100.0% | |
| FUV | ARCIMOTO INC COMstock | $0 | -100.0% | 1 | 0.0% | 0.00% | -100.0% | |
| PENN | PENN NATL GAMING INC COMstock | $0 | -100.0% | 10 | 0.0% | 0.00% | -100.0% | |
| CWH | CAMPING WORLD HLDGS INC CL Astock | $0 | -100.0% | 5 | 0.0% | 0.00% | -100.0% | |
| ORGANIGRAM HLDGS INC COMstock | $0 | -100.0% | 165 | 0.0% | 0.00% | -100.0% | ||
| SWBI | Sell | SMITH & WESSON BRANDS INC COMstock | $0 | -100.0% | 20 | -33.3% | 0.00% | -100.0% |
| Sell | MICRO FOCUS INTL PLC SPON ADR NEWadr | $0 | -100.0% | 11 | -83.6% | 0.00% | -100.0% | |
| ANY | SPHERE 3D CORP NEW COMstock | $0 | -100.0% | 200 | 0.0% | 0.00% | -100.0% | |
| MAT | MATTEL INC COMstock | $0 | -100.0% | 10 | 0.0% | 0.00% | -100.0% | |
| MRO | MARATHON OIL CORP COMstock | $0 | -100.0% | 3 | 0.0% | 0.00% | -100.0% | |
| CHGG | CHEGG INC COMstock | $0 | -100.0% | 10 | 0.0% | 0.00% | -100.0% | |
| KHC | KRAFT HEINZ CO COMstock | $0 | -100.0% | 1 | 0.0% | 0.00% | -100.0% | |
| COLB | COLUMBIA BKG SYS INC COMstock | $0 | -100.0% | 11 | 0.0% | 0.00% | -100.0% | |
| CNDT | Sell | CONDUENT INC COMstock | $0 | -100.0% | 2 | -92.3% | 0.00% | -100.0% |
| CLXPF | CYBIN INC COMstock | $0 | -100.0% | 500 | 0.0% | 0.00% | -100.0% | |
| DXC | Sell | DXC TECHNOLOGY CO COMstock | $0 | -100.0% | 8 | -84.0% | 0.00% | -100.0% |
| PLAY | DAVE & BUSTERS ENTMT INC COMstock | $0 | -100.0% | 10 | 0.0% | 0.00% | -100.0% | |
| EDIT | EDITAS MEDICINE INC COMstock | $0 | -100.0% | 10 | 0.0% | 0.00% | -100.0% | |
| EMAN | EMAGIN CORP COM NEWstock | $0 | -100.0% | 20 | 0.0% | 0.00% | -100.0% | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $0 | -100.0% | 3 | 0.0% | 0.00% | -100.0% | |
| BABA | Sell | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $0 | -100.0% | 1 | -50.0% | 0.00% | -100.0% |
| VWO | VANGUARD FTSE EMERGING MARKETS ETFetf | $0 | -100.0% | 3 | 0.0% | 0.00% | -100.0% | |
| IIPR | INNOVATIVE INDL PPTYS INC COMreit | $0 | -100.0% | 1 | 0.0% | 0.00% | -100.0% | |
| EXK | Buy | ENDEAVOUR SILVER CORP COMstock | $0 | -100.0% | 5 | +400.0% | 0.00% | -100.0% |
| ENSV | New | ENSERVCO CORP COM NEWstock | $0 | – | 100 | +100.0% | 0.00% | – |
| VTRS | Sell | VIATRIS INC COMstock | $0 | -100.0% | 19 | -99.9% | 0.00% | -100.0% |
| HA | HAWAIIAN HOLDINGS INC COMstock | $0 | -100.0% | 10 | 0.0% | 0.00% | -100.0% | |
| AVAV | AEROVIRONMENT INC COMstock | $0 | -100.0% | 3 | 0.0% | 0.00% | -100.0% | |
| ARKF | Buy | ARK FINTECH INNOVATION ETFetf | $0 | -100.0% | 2 | +100.0% | 0.00% | -100.0% |
| FLGT | FULGENT GENETICS INC COMstock | $0 | -100.0% | 5 | 0.0% | 0.00% | -100.0% | |
| XRX | Sell | XEROX HOLDINGS CORP COM NEWstock | $0 | -100.0% | 3 | -90.9% | 0.00% | -100.0% |
| ZUO | ZUORA INC COM CL Astock | $0 | -100.0% | 20 | 0.0% | 0.00% | -100.0% | |
| FVE | ALERISLIFE INC COM NEWstock | $0 | -100.0% | 57 | 0.0% | 0.00% | -100.0% | |
| CMCL | CALEDONIA MNG CORP PLC SHS NEWstock | $0 | -100.0% | 20 | 0.0% | 0.00% | -100.0% | |
| FTCH | New | FARFETCH LTD ORD SH CL Astock | $0 | – | 25 | +100.0% | 0.00% | – |
| NVCR | NOVOCURE LTD ORD SHSstock | $0 | -100.0% | 1 | 0.0% | 0.00% | -100.0% | |
| GRMN | GARMIN LTD SHSstock | $0 | -100.0% | 3 | 0.0% | 0.00% | -100.0% | |
| ARVL | New | ARRIVAL GROUP SHSstock | $0 | – | 100 | +100.0% | 0.00% | – |
| FREY | Sell | FREYR BATTERY SHSstock | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| AX | AXOS FINANCIAL INC COMstock | $0 | -100.0% | 5 | 0.0% | 0.00% | -100.0% | |
| BIDU | BAIDU INC SPON ADR REP Aadr | $0 | -100.0% | 1 | 0.0% | 0.00% | -100.0% | |
| XSVM | Exit | INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETFetf | $0 | – | -9 | -100.0% | -0.00% | – |
| AOSL | Exit | ALPHA & OMEGA SEMICONDUCTOR LT SHSstock | $0 | – | -40 | -100.0% | -0.00% | – |
| FIBK | Exit | FIRST INTST BANCSYSTEM INC COM CL Astock | $0 | – | -6 | -100.0% | -0.00% | – |
| KOPN | Exit | KOPIN CORP COMstock | $0 | – | -200 | -100.0% | -0.00% | – |
| BATRK | Exit | LIBERTY MEDIA CORP DEL COM C BRAVES GRPstock | $0 | – | -10 | -100.0% | -0.00% | – |
| PIPR | Exit | PIPER SANDLER COMPANIES COMstock | $0 | – | 0 | +100.0% | -0.00% | – |
| ADI | Exit | ANALOG DEVICES INC COMstock | $0 | – | -14 | -100.0% | -0.00% | – |
| UPST | Exit | UPSTART HLDGS INC COMstock | $0 | – | -4 | -100.0% | -0.00% | – |
| ULTA | Exit | ULTA BEAUTY INC COMstock | $0 | – | -2 | -100.0% | -0.00% | – |
| IGM | Exit | ISHARES EXPANDED TECH SECTOR ETFetf | $0 | – | -2 | -100.0% | -0.00% | – |
| FEMB | Exit | FIRST TRUST EMERGING MARKETS LOCAL CURRENCY BOND ETFetf | $0 | – | -77 | -100.0% | -0.00% | – |
| CHTR | Exit | CHARTER COMMUNICATIONS INC NEW CL Astock | $0 | – | -3 | -100.0% | -0.00% | – |
| NLOK | Exit | NORTONLIFELOCK INC COMstock | $0 | – | -56 | -100.0% | -0.00% | – |
| CRON | Exit | CRONOS GROUP INC COMstock | $0 | – | -100 | -100.0% | -0.00% | – |
| AIG | Exit | AMERICAN INTL GROUP INC COM NEWstock | $0 | – | -1 | -100.0% | -0.00% | – |
| DOCN | Exit | DIGITALOCEAN HLDGS INC COMstock | $0 | – | -9 | -100.0% | -0.00% | – |
| LX | Exit | LEXINFINTECH HLDGS LTD ADRadr | $0 | – | -500 | -100.0% | -0.00% | – |
| ROKU | Exit | ROKU INC COM CL Astock | $0 | – | -2 | -100.0% | -0.00% | – |
| DSTL | Exit | DISTILLATE U.S. FUNDAMENTAL STABILITY & VALUE ETFetf | $0 | – | -30 | -100.0% | -0.00% | – |
| SPYC | Exit | SIMPLIFY US EQUITY PLUS CONVEXITY ETFetf | $0 | – | -40 | -100.0% | -0.00% | – |
| BATRA | Exit | LIBERTY MEDIA CORP DEL COM A BRAVES GRPstock | $0 | – | -10 | -100.0% | -0.00% | – |
| ACB | Exit | AURORA CANNABIS INC COMstock | $0 | – | -40 | -100.0% | -0.00% | – |
| RDSB | Exit | ROYAL DUTCH SHELL PLC SPON ADR Badr | $0 | – | -70 | -100.0% | -0.00% | – |
| CMI | Exit | CUMMINS INC COMstock | $0 | – | -15 | -100.0% | -0.00% | – |
| MCHP | Exit | MICROCHIP TECHNOLOGY INC. COMstock | $0 | – | -40 | -100.0% | -0.00% | – |
| LEVI | Exit | LEVI STRAUSS & CO NEW CL A COM STKstock | $0 | – | -100 | -100.0% | -0.00% | – |
| KYN | Exit | KAYNE ANDERSON ENERGY INFRSTR COMcef | $0 | – | -400 | -100.0% | -0.00% | – |
| TUR | Exit | ISHARES MSCI TURKEY ETFetf | $0 | – | -163 | -100.0% | -0.00% | – |
| HIG | Exit | HARTFORD FINL SVCS GROUP INC COMstock | $0 | – | -63 | -100.0% | -0.00% | – |
| OTIS | Exit | OTIS WORLDWIDE CORP COMstock | $0 | – | -50 | -100.0% | -0.00% | – |
| DOV | Exit | DOVER CORP COMstock | $0 | – | -16 | -100.0% | -0.00% | – |
| CX | Exit | CEMEX SAB DE CV SPON ADR NEWadr | $0 | – | -500 | -100.0% | -0.00% | – |
| SGH | Exit | SMART GLOBAL HLDGS INC SHSstock | $0 | – | -40 | -100.0% | -0.00% | – |
| ACMR | Exit | ACM RESH INC COM CL Astock | $0 | – | -40 | -100.0% | -0.00% | – |
| CAT | Exit | CATERPILLAR INC COMstock | $0 | – | -20 | -100.0% | -0.00% | – |
| WYNN | Exit | WYNN RESORTS LTD COMstock | $0 | – | -50 | -100.0% | -0.00% | – |
| TPGY | Exit | TPG PACE BEN FIN CORP CL A COMstock | $0 | – | -438 | -100.0% | -0.00% | – |
| BEEM | Exit | BEAM GLOBAL COMstock | $0 | – | -226 | -100.0% | -0.00% | – |
| CLM | Exit | CORNERSTONE STRATEGIC VALUE FD COMcef | $0 | – | -191 | -100.0% | -0.00% | – |
| IWM | Exit | ISHARES RUSSELL 2000 ETFetf | $0 | – | -15 | -100.0% | -0.00% | – |
| GOGO | Exit | GOGO INC COMstock | $0 | – | -200 | -100.0% | -0.00% | – |
| BCI | Exit | ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETFetf | $0 | – | -175 | -100.0% | -0.00% | – |
| EDD | Exit | MORGAN STANLEY EMERGING MKTS COMcef | $0 | – | -809 | -100.0% | -0.00% | – |
| RYI | Exit | RYERSON HLDG CORP COMstock | $0 | – | -100 | -100.0% | -0.00% | – |
| KR | Exit | KROGER CO COMstock | $0 | – | -100 | -100.0% | -0.00% | – |
| XHE | Exit | SPDR S&P HEALTH CARE EQUIPMENT ETFetf | $0 | – | -40 | -100.0% | -0.00% | – |
| EPI | Exit | WISDOMTREE INDIA EARNINGS FUNDetf | $0 | – | -200 | -100.0% | -0.00% | – |
| FE | Exit | FIRSTENERGY CORP COMstock | $0 | – | -150 | -100.0% | -0.00% | – |
| CLF | Exit | CLEVELAND-CLIFFS INC NEW COMstock | $0 | – | -300 | -100.0% | -0.00% | – |
| STLD | Exit | STEEL DYNAMICS INC COMstock | $0 | – | -100 | -100.0% | -0.00% | – |
| LNT | Exit | ALLIANT ENERGY CORP COMstock | $0 | – | -114 | -100.0% | -0.00% | – |
| WDC | Exit | WESTERN DIGITAL CORP. COMstock | $0 | – | -100 | -100.0% | -0.00% | – |
| CIBR | Exit | FIRST TRUST NASDAQ CEA CYBERSECURITY ETFetf | $0 | – | -170 | -100.0% | -0.01% | – |
| BLDR | Exit | BUILDERS FIRSTSOURCE INC COMstock | $0 | – | -100 | -100.0% | -0.01% | – |
| BURL | Exit | BURLINGTON STORES INC COMstock | $0 | – | -30 | -100.0% | -0.01% | – |
| SNY | Exit | SANOFI SPONSORED ADRadr | $0 | – | -151 | -100.0% | -0.01% | – |
| HDMV | Exit | FIRST TRUST HORIZON MANAGED VOLATILITY DEVELOPED INTERNATIONAL ETFetf | $0 | – | -273 | -100.0% | -0.01% | – |
| PSMT | Exit | PRICESMART INC COMstock | $0 | – | -120 | -100.0% | -0.01% | – |
| NVVE | Exit | NUVVE HOLDING CORP COMstock | $0 | – | -775 | -100.0% | -0.01% | – |
| QUS | Exit | SPDR MSCI USA STRATEGICFACTORS ETFetf | $0 | – | -76 | -100.0% | -0.01% | – |
| EVRG | Exit | EVERGY INC COMstock | $0 | – | -150 | -100.0% | -0.01% | – |
| CARR | Exit | CARRIER GLOBAL CORPORATION COMstock | $0 | – | -200 | -100.0% | -0.01% | – |
| SHV | Exit | ISHARES SHORT TREASURY BOND ETFetf | $0 | – | -100 | -100.0% | -0.01% | – |
| XLNX | Exit | XILINX INC COMstock | $0 | – | -51 | -100.0% | -0.01% | – |
| SCHW | Exit | SCHWAB CHARLES CORP COMstock | $0 | – | -141 | -100.0% | -0.01% | – |
| ORI | Exit | OLD REP INTL CORP COMstock | $0 | – | -600 | -100.0% | -0.01% | – |
| ACLS | Exit | AXCELIS TECHNOLOGIES INC COM NEWstock | $0 | – | -200 | -100.0% | -0.01% | – |
| J | Exit | JACOBS ENGR GROUP INC COMstock | $0 | – | -104 | -100.0% | -0.01% | – |
| APAM | Exit | ARTISAN PARTNERS ASSET MGMT IN CL Astock | $0 | – | -340 | -100.0% | -0.01% | – |
| HFC | Exit | HOLLYFRONTIER CORP COMstock | $0 | – | -504 | -100.0% | -0.01% | – |
| FEP | Exit | FIRST TRUST EUROPE ALPHADEX FUNDetf | $0 | – | -367 | -100.0% | -0.01% | – |
| RS | Exit | RELIANCE STEEL & ALUMINUM CO COMstock | $0 | – | -100 | -100.0% | -0.01% | – |
| ORCL | Exit | ORACLE CORP COMstock | $0 | – | -246 | -100.0% | -0.01% | – |
| NOW | Exit | SERVICENOW INC COMstock | $0 | – | -32 | -100.0% | -0.01% | – |
| Exit | INNOVATOR S&P INVESTMENT GRADE PREFERRED ETFetf | $0 | – | -940 | -100.0% | -0.01% | – | |
| RWT | Exit | REDWOOD TR INC COMreit | $0 | – | -2,055 | -100.0% | -0.02% | – |
| PSMB | Exit | INVESCO BALANCED MULTI-ASSET ALLOCATION ETFetf | $0 | – | -1,864 | -100.0% | -0.02% | – |
| RWL | Exit | INVESCO S&P 500 REVENUE ETFetf | $0 | – | -429 | -100.0% | -0.02% | – |
| IWF | Exit | ISHARES RUSSELL 1000 GROWTH ETFetf | $0 | – | -125 | -100.0% | -0.02% | – |
| NUAN | Exit | NUANCE COMMUNICATIONS INC COMstock | $0 | – | -703 | -100.0% | -0.02% | – |
| Exit | BLACKROCK TCP CAPITAL CORP 4.625 03/01/2022convertible | $0 | – | -40,000 | -100.0% | -0.02% | – | |
| STOR | Exit | STORE CAP CORP COMreit | $0 | – | -1,340 | -100.0% | -0.03% | – |
| SPXL | Exit | DIREXION DAILY S&P 500 BULL 3X SHARESetf | $0 | – | -394 | -100.0% | -0.04% | – |
| RDSA | Exit | ROYAL DUTCH SHELL PLC SPONS ADR Aadr | $0 | – | -1,423 | -100.0% | -0.04% | – |
| VMBS | Exit | VANGUARD MORTGAGE-BACKED SECURITIES ETFetf | $0 | – | -1,190 | -100.0% | -0.04% | – |
| ITOT | Exit | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf | $0 | – | -650 | -100.0% | -0.04% | – |
| VGSH | Exit | VANGUARD SHORT-TERM GOVERNMENT BOND ETFetf | $0 | – | -1,570 | -100.0% | -0.06% | – |
| QYLD | Exit | GLOBAL X NASDAQ 100 COVERED CALL ETFetf | $0 | – | -21,105 | -100.0% | -0.28% | – |
| USFR | Exit | WISDOMTREE FLOATING RATE TREASURY FUNDetf | $0 | – | -115,424 | -100.0% | -1.76% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-29
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.