$133 Million is the total value of Clearview Wealth Advisors LLC's 641 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 18.1% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SPLG | Sell | SPDR PORTFOLIO S&P 500 ETFetf | $13,912,000 | -23.9% | 313,754 | -8.9% | 10.42% | -13.2% |
SCHD | Buy | SCHWAB US DIVIDEND EQUITY ETFetf | $13,903,000 | +252.3% | 194,098 | +288.0% | 10.42% | +302.0% |
ESGU | Sell | ISHARES ESG AWARE MSCI USA ETFetf | $9,893,000 | -32.7% | 117,913 | -18.7% | 7.41% | -23.3% |
GOVT | Sell | ISHARES U.S. TREASURY BOND ETFetf | $7,275,000 | -19.1% | 304,375 | -15.7% | 5.45% | -7.8% |
SCHZ | Sell | SCHWAB US AGGREGATE BOND ETFetf | $6,517,000 | -24.0% | 136,142 | -19.7% | 4.88% | -13.3% |
EFV | Sell | ISHARES MSCI EAFE VALUE ETFetf | $4,537,000 | -27.5% | 104,548 | -16.1% | 3.40% | -17.3% |
IUSB | Sell | ISHARES CORE TOTAL USD BOND MARKET ETFetf | $4,454,000 | -18.8% | 95,134 | -13.9% | 3.34% | -7.4% |
SCHP | Buy | SCHWAB U.S. TIPS ETFetf | $3,865,000 | +21.5% | 69,257 | +32.2% | 2.90% | +38.6% |
EFG | Sell | ISHARES MSCI EAFE GROWTH ETFetf | $2,448,000 | -29.2% | 30,413 | -15.3% | 1.83% | -19.2% |
FALN | Sell | ISHARES FALLEN ANGELS USD BOND ETFetf | $2,400,000 | -34.5% | 97,481 | -26.1% | 1.80% | -25.3% |
EELV | New | INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETFetf | $2,362,000 | – | 101,566 | +100.0% | 1.77% | – |
CVX | Buy | CHEVRON CORP NEW COMstock | $2,074,000 | -10.7% | 14,322 | +0.4% | 1.55% | +1.8% |
MSFT | Buy | MICROSOFT CORP COMstock | $1,998,000 | -16.1% | 7,778 | +0.7% | 1.50% | -4.3% |
MBB | Sell | ISHARES MBS ETFetf | $1,875,000 | -19.9% | 19,236 | -16.3% | 1.40% | -8.6% |
HDV | New | ISHARES CORE HIGH DIVIDEND ETFetf | $1,428,000 | – | 14,222 | +100.0% | 1.07% | – |
COMT | Sell | ISHARES COMMODITIES SELECT STRATEGY ETFetf | $1,340,000 | -32.2% | 32,739 | -33.7% | 1.00% | -22.7% |
USMV | Sell | ISHARES MSCI USA MIN VOL FACTOR ETFetf | $1,272,000 | -26.2% | 18,119 | -18.5% | 0.95% | -15.8% |
SPSB | Buy | SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFetf | $1,261,000 | +813.8% | 42,421 | +824.4% | 0.94% | +938.5% |
AAPL | Buy | APPLE INC COMstock | $1,259,000 | -19.5% | 9,209 | +2.8% | 0.94% | -8.2% |
ABT | Buy | ABBOTT LABS COMstock | $1,232,000 | -6.6% | 11,337 | +1.7% | 0.92% | +6.6% |
BAC | Buy | BK OF AMERICA CORP COMstock | $1,172,000 | -20.6% | 37,648 | +5.0% | 0.88% | -9.5% |
IJS | New | ISHARES S&P SMALL-CAP 600 VALUE ETFetf | $1,063,000 | – | 11,945 | +100.0% | 0.80% | – |
ABBV | Buy | ABBVIE INC COMstock | $983,000 | -3.3% | 6,419 | +2.3% | 0.74% | +10.2% |
JNJ | Buy | JOHNSON & JOHNSON COMstock | $966,000 | +2.5% | 5,444 | +2.4% | 0.72% | +17.0% |
ICVT | Buy | ISHARES CONVERTIBLE BOND ETFetf | $948,000 | +602.2% | 13,673 | +742.5% | 0.71% | +697.8% |
JPM | Buy | JPMORGAN CHASE & CO COMstock | $903,000 | -16.4% | 8,020 | +1.2% | 0.68% | -4.7% |
BMY | Buy | BRISTOL-MYERS SQUIBB CO COMstock | $831,000 | +9.3% | 10,796 | +3.7% | 0.62% | +24.8% |
XLE | Sell | ENERGY SELECT SECTOR SPDR FUNDetf | $825,000 | -53.3% | 11,530 | -50.2% | 0.62% | -46.8% |
LMT | Buy | LOCKHEED MARTIN CORP COMstock | $820,000 | +1.4% | 1,906 | +4.0% | 0.61% | +15.6% |
PNC | Buy | PNC FINL SVCS GROUP INC COMstock | $806,000 | -10.4% | 5,108 | +4.7% | 0.60% | +2.2% |
NSC | Buy | NORFOLK SOUTHN CORP COMstock | $785,000 | -16.8% | 3,455 | +4.3% | 0.59% | -5.2% |
NUE | Buy | NUCOR CORP COMstock | $718,000 | -26.5% | 6,879 | +4.6% | 0.54% | -16.2% |
WMT | Buy | WALMART INC COMstock | $707,000 | -15.7% | 5,817 | +3.3% | 0.53% | -3.8% |
QCOM | Buy | QUALCOMM INC COMstock | $708,000 | -12.0% | 5,540 | +5.2% | 0.53% | +0.2% |
MCD | Buy | MCDONALDS CORP COMstock | $687,000 | +3.6% | 2,782 | +3.7% | 0.52% | +18.4% |
COST | Buy | COSTCO WHSL CORP NEW COMstock | $685,000 | -16.8% | 1,429 | +0.1% | 0.51% | -5.0% |
IVV | Sell | ISHARES CORE S&P 500 ETFetf | $673,000 | -20.6% | 1,774 | -5.0% | 0.50% | -9.5% |
PEP | Buy | PEPSICO INC COMstock | $666,000 | +4.1% | 3,997 | +4.6% | 0.50% | +18.8% |
PFE | Buy | PFIZER INC COMstock | $652,000 | +3.5% | 12,443 | +2.2% | 0.49% | +17.9% |
IFRA | New | ISHARES U.S. INFRASTRUCTURE ETFetf | $649,000 | – | 19,072 | +100.0% | 0.49% | – |
CSCO | Buy | CISCO SYS INC COMstock | $622,000 | -20.2% | 14,598 | +4.4% | 0.47% | -9.0% |
SPLV | Sell | INVESCO S&P 500 LOW VOLATILITY ETFetf | $606,000 | -27.3% | 9,780 | -21.3% | 0.45% | -17.0% |
WM | Buy | WASTE MGMT INC DEL COMstock | $605,000 | +0.5% | 3,956 | +4.1% | 0.45% | +14.7% |
Sell | WISDOMTREE FLOATING RATE TREASURY FUNDetf | $603,000 | -27.3% | 11,983 | -27.4% | 0.45% | -17.1% | |
HEGD | Buy | SWAN HEDGED EQUITY US LARGE CAP ETFetf | $585,000 | -3.6% | 34,323 | +5.8% | 0.44% | +9.8% |
MRK | Buy | MERCK & CO INC COMstock | $554,000 | +15.9% | 6,076 | +4.3% | 0.42% | +32.2% |
INTC | Buy | INTEL CORP COMstock | $547,000 | -20.6% | 14,621 | +5.2% | 0.41% | -9.3% |
PG | Buy | PROCTER AND GAMBLE CO COMstock | $546,000 | -2.7% | 3,796 | +3.4% | 0.41% | +11.1% |
LEG | Buy | LEGGETT & PLATT INC COMstock | $510,000 | +5.2% | 14,755 | +5.8% | 0.38% | +19.7% |
HNDL | Buy | STRATEGY SHARES NASDAQ 7HANDL INDEX ETFetf | $501,000 | -4.9% | 24,305 | +11.1% | 0.38% | +8.4% |
MTB | Buy | M & T BK CORP COMstock | $496,000 | +15.6% | 3,112 | +23.1% | 0.37% | +31.9% |
WPC | Buy | WP CAREY INC COMreit | $489,000 | +6.8% | 5,900 | +4.1% | 0.37% | +21.6% |
GIS | Sell | GENERAL MLS INC COMstock | $487,000 | +11.2% | 6,449 | -0.2% | 0.36% | +26.7% |
EMR | Buy | EMERSON ELEC CO COMstock | $485,000 | -16.7% | 6,098 | +2.7% | 0.36% | -5.0% |
CB | Buy | CHUBB LIMITED COMstock | $480,000 | -4.6% | 2,442 | +3.8% | 0.36% | +9.1% |
AMZN | Buy | AMAZON COM INC COMstock | $478,000 | -33.1% | 4,500 | +1954.8% | 0.36% | -23.7% |
HON | Buy | HONEYWELL INTL INC COMstock | $447,000 | -7.1% | 2,572 | +4.1% | 0.34% | +6.0% |
KMI | Buy | KINDER MORGAN INC DEL COMstock | $437,000 | -7.0% | 26,064 | +4.8% | 0.33% | +5.8% |
SCHJ | Sell | SCHWAB 1-5 YEAR CORPORATE BOND ETFetf | $421,000 | -5.0% | 8,856 | -2.9% | 0.32% | +8.2% |
PPL | Buy | PPL CORP COMstock | $417,000 | -0.2% | 15,357 | +4.9% | 0.31% | +13.5% |
T | Buy | AT&T INC COMstock | $411,000 | -7.8% | 19,630 | +3.9% | 0.31% | +5.1% |
AMGN | Buy | AMGEN INC COMstock | $410,000 | +4.9% | 1,686 | +4.2% | 0.31% | +19.5% |
DGRW | Sell | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUNDetf | $384,000 | -25.7% | 6,704 | -17.4% | 0.29% | -15.3% |
KMB | Buy | KIMBERLY-CLARK CORP COMstock | $380,000 | +13.8% | 2,815 | +4.0% | 0.28% | +30.1% |
DE | Buy | DEERE & CO COMstock | $358,000 | +8850.0% | 1,194 | +11840.0% | 0.27% | +8833.3% |
SHYG | Sell | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFetf | $351,000 | -21.3% | 8,665 | -14.6% | 0.26% | -10.2% |
XLP | Sell | CONSUMER STAPLES SELECT SECTOR SPDR FUNDetf | $319,000 | -24.8% | 4,413 | -21.1% | 0.24% | -14.0% |
ACWI | Buy | ISHARES MSCI ACWI INDEX FUNDetf | $313,000 | -15.2% | 3,733 | +1.0% | 0.23% | -3.3% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $309,000 | -23.9% | 1,132 | -1.6% | 0.23% | -13.5% |
NEAR | Buy | BLACKROCK SHORT MATURITY BOND ETFetf | $306,000 | -0.6% | 6,215 | +0.2% | 0.23% | +13.4% |
NVDA | Buy | NVIDIA CORPORATION COMstock | $287,000 | -32.2% | 1,893 | +22.0% | 0.22% | -22.7% |
SPIB | Buy | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFetf | $278,000 | -3.8% | 8,513 | +0.4% | 0.21% | +9.5% |
VLUE | Sell | ISHARES MSCI USA VALUE FACTOR ETFetf | $275,000 | -83.0% | 3,035 | -80.4% | 0.21% | -80.7% |
CI | CIGNA CORP NEW COMstock | $271,000 | +9.7% | 1,030 | 0.0% | 0.20% | +25.3% | |
WIZ | Sell | MERLYN.AI BULL-RIDER BEAR-FIGHTER ETFetf | $257,000 | -40.1% | 8,382 | -32.6% | 0.19% | -31.6% |
IJR | Sell | ISHARES S&P SMALL-CAP FUNDetf | $253,000 | -15.9% | 2,734 | -2.0% | 0.19% | -4.0% |
QUAL | Buy | ISHARES MSCI USA QUALITY FACTOR ETFetf | $249,000 | -16.7% | 2,228 | +0.4% | 0.19% | -4.6% |
COP | Sell | CONOCOPHILLIPS COMstock | $246,000 | -10.5% | 2,743 | -0.3% | 0.18% | +1.7% |
SRLN | Sell | SPDR BLACKSTONE SENIOR LOAN ETFetf | $245,000 | -37.8% | 5,887 | -32.9% | 0.18% | -29.0% |
GOOGL | Sell | ALPHABET INC CAP STK CL Astock | $244,000 | -22.3% | 112 | -0.9% | 0.18% | -11.2% |
AOK | Sell | ISHARES CORE CONSERVATIVE ALLOCATION ETFetf | $223,000 | -37.0% | 6,440 | -31.4% | 0.17% | -28.0% |
XSOE | Sell | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDetf | $217,000 | -91.0% | 7,553 | -89.8% | 0.16% | -89.7% |
VRP | Sell | INVESCO VARIABLE RATE PREFERRED ETFetf | $216,000 | -42.1% | 9,753 | -36.1% | 0.16% | -33.9% |
HD | Buy | HOME DEPOT INC COMstock | $211,000 | +1.4% | 769 | +11.0% | 0.16% | +15.3% |
FDL | Sell | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDetf | $205,000 | -11.3% | 5,810 | -5.7% | 0.15% | +1.3% |
FLRN | New | SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETFetf | $200,000 | – | 6,645 | +100.0% | 0.15% | – |
FLOT | New | ISHARES FLOATING RATE BOND ETFetf | $200,000 | – | 4,000 | +100.0% | 0.15% | – |
XOM | Sell | EXXON MOBIL CORP COMstock | $186,000 | -25.6% | 2,170 | -28.4% | 0.14% | -15.2% |
MUB | Sell | ISHARES NATIONAL MUNI BOND ETFetf | $180,000 | -43.4% | 1,693 | -41.6% | 0.14% | -35.4% |
SCHA | Sell | SCHWAB U.S. SMALL-CAP ETFetf | $175,000 | -92.2% | 4,484 | -90.5% | 0.13% | -91.1% |
KO | Sell | COCA COLA CO COMstock | $169,000 | -7.7% | 2,688 | -8.7% | 0.13% | +5.8% |
VIG | Sell | VANGUARD DIVIDEND APPRECIATION INDEX FUNDetf | $155,000 | -14.4% | 1,083 | -2.9% | 0.12% | -2.5% |
STIP | Sell | ISHARES 0-5 YEAR TIPS BOND ETFetf | $155,000 | -46.7% | 1,524 | -45.1% | 0.12% | -39.3% |
WFC | Buy | WELLS FARGO CO NEW COMstock | $150,000 | +51.5% | 3,818 | +87.0% | 0.11% | +72.3% |
AB | Buy | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNstock | $141,000 | -9.6% | 3,389 | +2.1% | 0.11% | +3.9% |
Buy | DUTCH BROS INC CL Astock | $140,000 | -17.2% | 4,417 | +44.4% | 0.10% | -5.4% | |
V | Sell | VISA INC COM CL Astock | $138,000 | -12.7% | 701 | -1.8% | 0.10% | -1.0% |
DGRO | Sell | ISHARES CORE DIVIDEND GROWTH ETFetf | $136,000 | -41.1% | 2,863 | -33.9% | 0.10% | -32.9% |
TLH | Sell | ISHARES 10-20 YEAR TREASURY BOND ETFetf | $135,000 | -90.2% | 1,120 | -89.0% | 0.10% | -88.8% |
IGSB | Buy | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $134,000 | -2.2% | 2,647 | +0.2% | 0.10% | +11.1% |
BA | Buy | BOEING CO COMstock | $134,000 | -8.2% | 981 | +28.2% | 0.10% | +4.2% |
QTUM | Buy | DEFIANCE QUANTUM ETFetf | $132,000 | 0.0% | 3,264 | +25.2% | 0.10% | +13.8% |
WERN | Buy | WERNER ENTERPRISES INC COMstock | $130,000 | -5.8% | 3,378 | +0.3% | 0.10% | +6.6% |
GBIL | Sell | GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETFetf | $128,000 | -22.4% | 1,280 | -22.4% | 0.10% | -11.1% |
ESGE | Buy | ISHARES MSCI EM ESG SELECT ETFetf | $125,000 | +11.6% | 3,856 | +26.7% | 0.09% | +27.0% |
CDC | VICTORYSHARES US EQ INCOME ENHANCED VOLATILITY WTD ETFetf | $124,000 | -8.1% | 1,883 | 0.0% | 0.09% | +4.5% | |
STAG | Sell | STAG INDL INC COMreit | $120,000 | -48.9% | 3,893 | -31.5% | 0.09% | -41.6% |
SPY | Buy | SPDR S&P 500 ETFetf | $118,000 | -12.6% | 312 | +4.3% | 0.09% | -1.1% |
MMIN | Sell | IQ MACKAY MUNICIPAL INSURED ETFetf | $118,000 | -26.7% | 4,880 | -22.6% | 0.09% | -17.0% |
O | Sell | REALTY INCOME CORP COMreit | $118,000 | -5.6% | 1,728 | -3.9% | 0.09% | +7.3% |
EUSB | Sell | ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETFetf | $117,000 | -5.6% | 2,667 | -0.1% | 0.09% | +8.6% |
SBUX | Buy | STARBUCKS CORP COMstock | $116,000 | -15.9% | 1,524 | +0.2% | 0.09% | -4.4% |
FB | Buy | META PLATFORMS INC CL Astock | $111,000 | +136.2% | 688 | +226.1% | 0.08% | +167.7% |
USIG | Buy | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETFetf | $110,000 | -6.8% | 2,151 | +0.7% | 0.08% | +6.5% |
EINC | Sell | VANECK ENERGY INCOME ETFetf | $109,000 | -19.3% | 1,892 | -9.4% | 0.08% | -7.9% |
FTEC | Sell | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFetf | $108,000 | -31.2% | 1,114 | -12.8% | 0.08% | -21.4% |
VYM | Sell | VANGUARD HIGH DIVIDEND YIELD ETFetf | $107,000 | -21.9% | 1,052 | -14.1% | 0.08% | -11.1% |
IYW | Sell | ISHARES U.S. TECHNOLOGY ETFetf | $107,000 | -92.5% | 1,341 | -90.4% | 0.08% | -91.5% |
HSY | Sell | HERSHEY CO COMstock | $105,000 | -10.3% | 489 | -9.3% | 0.08% | +2.6% |
LGLV | Buy | SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETFetf | $105,000 | -8.7% | 801 | +0.5% | 0.08% | +3.9% |
IXG | Sell | ISHARES GLOBAL FINANCIALS ETFetf | $104,000 | -18.8% | 1,579 | -1.7% | 0.08% | -7.1% |
DG | DOLLAR GEN CORP NEW COMstock | $104,000 | +9.5% | 425 | 0.0% | 0.08% | +25.8% | |
KBWB | Sell | INVESCO KBW BANK ETFetf | $101,000 | -25.7% | 1,955 | -8.1% | 0.08% | -14.6% |
SO | Sell | SOUTHERN CO COMstock | $100,000 | -9.9% | 1,399 | -8.5% | 0.08% | +2.7% |
ED | Sell | CONSOLIDATED EDISON INC COMstock | $100,000 | -17.4% | 1,050 | -17.8% | 0.08% | -5.1% |
IVW | ISHARES S&P 500 GROWTH ETFetf | $98,000 | -21.0% | 1,624 | 0.0% | 0.07% | -9.9% | |
UNH | Buy | UNITEDHEALTH GROUP INC COMstock | $97,000 | +1.0% | 188 | +0.5% | 0.07% | +15.9% |
WVVI | WILLAMETTE VY VINEYARD INC COMstock | $98,000 | -30.5% | 15,574 | 0.0% | 0.07% | -21.5% | |
BX | Buy | BLACKSTONE INC COMstock | $95,000 | -26.9% | 1,037 | +1.4% | 0.07% | -16.5% |
TSCO | Sell | TRACTOR SUPPLY CO COMstock | $94,000 | -25.4% | 483 | -10.4% | 0.07% | -15.7% |
F | Buy | FORD MTR CO DEL COMstock | $92,000 | -24.6% | 8,248 | +13.9% | 0.07% | -13.8% |
C | Buy | CITIGROUP INC COM NEWstock | $91,000 | -4.2% | 1,979 | +11.7% | 0.07% | +9.7% |
MUNI | Sell | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUNDetf | $91,000 | -30.0% | 1,770 | -27.8% | 0.07% | -20.0% |
GLD | Sell | SPDR GOLD SHARESetf | $89,000 | -9.2% | 529 | -2.9% | 0.07% | +4.7% |
PM | Buy | PHILIP MORRIS INTL INC COMstock | $86,000 | +6.2% | 868 | +0.6% | 0.06% | +20.8% |
SHM | SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETFetf | $84,000 | 0.0% | 1,780 | 0.0% | 0.06% | +14.5% | |
Sell | GENERAL ELECTRIC CO COM NEWstock | $83,000 | -34.1% | 1,305 | -5.4% | 0.06% | -25.3% | |
ROBO | Buy | ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETFetf | $82,000 | +2.5% | 1,819 | +33.4% | 0.06% | +15.1% |
DUK | Sell | DUKE ENERGY CORP NEW COM NEWstock | $81,000 | -12.9% | 752 | -9.8% | 0.06% | 0.0% |
Buy | SHELL PLC SPON ADSadr | $79,000 | -4.8% | 1,514 | +0.7% | 0.06% | +7.3% | |
DIS | Sell | DISNEY WALT CO COMstock | $79,000 | -52.1% | 835 | -30.4% | 0.06% | -45.4% |
RTX | RAYTHEON TECHNOLOGIES CORP COMstock | $79,000 | -2.5% | 821 | 0.0% | 0.06% | +11.3% | |
EMB | Sell | ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETFetf | $79,000 | -38.8% | 926 | -29.5% | 0.06% | -30.6% |
FIVG | Sell | DEFIANCE NEXT GEN CONNECTIVITY ETFetf | $78,000 | -25.0% | 2,478 | -10.2% | 0.06% | -14.7% |
CTAS | CINTAS CORP COMstock | $77,000 | -12.5% | 206 | 0.0% | 0.06% | 0.0% | |
IGT | INTERNATIONAL GAME TECHNOLOGY SHS USDstock | $76,000 | -24.8% | 4,100 | 0.0% | 0.06% | -13.6% | |
PFF | Buy | ISHARES PREFERRED AND INCOME SECURITIES ETFetf | $75,000 | -8.5% | 2,276 | +1.2% | 0.06% | +3.7% |
TRV | Buy | TRAVELERS COMPANIES INC COMstock | $75,000 | -7.4% | 443 | +0.5% | 0.06% | +5.7% |
PGX | INVESCO PREFERRED ETFetf | $73,000 | -8.8% | 5,900 | 0.0% | 0.06% | +3.8% | |
NEE | Sell | NEXTERA ENERGY INC COMstock | $73,000 | -12.0% | 946 | -3.5% | 0.06% | 0.0% |
SPTS | Sell | SPDR PORTFOLIO SHORT TERM TREASURY ETFetf | $72,000 | -62.9% | 2,450 | -62.5% | 0.05% | -57.5% |
USHY | Buy | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFetf | $71,000 | -10.1% | 2,062 | +0.9% | 0.05% | +1.9% |
IVE | ISHARES S&P 500 VALUE ETFetf | $70,000 | -11.4% | 509 | 0.0% | 0.05% | 0.0% | |
CMCSA | Buy | COMCAST CORP NEW CL Astock | $68,000 | -16.0% | 1,728 | +0.1% | 0.05% | -3.8% |
XLU | Buy | UTILITIES SELECT SECTOR SPDR FUNDetf | $68,000 | -5.6% | 973 | +0.4% | 0.05% | +8.5% |
VLO | Sell | VALERO ENERGY CORP COMstock | $68,000 | -39.8% | 642 | -42.2% | 0.05% | -31.1% |
VCSH | Sell | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDetf | $68,000 | -26.1% | 888 | -24.6% | 0.05% | -15.0% |
MO | Buy | ALTRIA GROUP INC COMstock | $67,000 | -19.3% | 1,613 | +1.2% | 0.05% | -9.1% |
HYG | Buy | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFetf | $64,000 | -9.9% | 871 | +1.2% | 0.05% | +2.1% |
SJNK | Sell | SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETFetf | $61,000 | -49.6% | 2,542 | -44.9% | 0.05% | -41.8% |
EPD | Sell | ENTERPRISE PRODS PARTNERS L P COMstock | $62,000 | -35.4% | 2,559 | -31.0% | 0.05% | -27.0% |
FMHI | Sell | FIRST TRUST MUNICIPAL HIGH INCOME ETFetf | $62,000 | -48.3% | 1,301 | -44.7% | 0.05% | -41.8% |
BIL | SPDR BLOOMBERG 1-3 MONTH T-BILL ETFetf | $61,000 | 0.0% | 670 | 0.0% | 0.05% | +15.0% | |
SHLX | Buy | SHELL MIDSTREAM PARTNERS L P UNIT LTD INTstock | $60,000 | +1.7% | 4,229 | +2.1% | 0.04% | +15.4% |
AVGO | Sell | BROADCOM INC COMstock | $59,000 | -28.0% | 121 | -7.6% | 0.04% | -18.5% |
GD | GENERAL DYNAMICS CORP COMstock | $59,000 | -7.8% | 264 | 0.0% | 0.04% | +4.8% | |
MS | Sell | MORGAN STANLEY COM NEWstock | $57,000 | -34.5% | 751 | -24.8% | 0.04% | -24.6% |
AEP | Sell | AMERICAN ELEC PWR CO INC COMstock | $58,000 | -30.1% | 607 | -26.8% | 0.04% | -21.8% |
IEUR | Buy | ISHARES CORE MSCI EUROPE ETFetf | $58,000 | -14.7% | 1,296 | +2.5% | 0.04% | -4.4% |
AFL | Sell | AFLAC INC COMstock | $58,000 | -37.0% | 1,056 | -25.9% | 0.04% | -28.3% |
GOOG | Buy | ALPHABET INC CAP STK CL Cstock | $57,000 | -3.4% | 26 | +23.8% | 0.04% | +10.3% |
ITW | Sell | ILLINOIS TOOL WKS INC COMstock | $56,000 | -16.4% | 306 | -3.8% | 0.04% | -4.5% |
VNLA | Sell | JANUS HENDERSON SHORT DURATION INCOME ETFetf | $55,000 | -39.6% | 1,128 | -39.5% | 0.04% | -31.7% |
USB | Sell | US BANCORP DEL COM NEWstock | $55,000 | -19.1% | 1,199 | -6.5% | 0.04% | -8.9% |
IWB | Buy | ISHARES RUSSELL 1000 ETFetf | $55,000 | -16.7% | 264 | +0.4% | 0.04% | -4.7% |
LQD | Buy | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf | $55,000 | -8.3% | 497 | +0.6% | 0.04% | +5.1% |
APOLLO COML REAL ESTATE FIN 4.75 08/23/2022convertible | $55,000 | 0.0% | 55,000 | 0.0% | 0.04% | +13.9% | ||
PSX | PHILLIPS 66 COMstock | $54,000 | -5.3% | 661 | 0.0% | 0.04% | +8.1% | |
LLY | LILLY ELI & CO COMstock | $53,000 | +15.2% | 161 | 0.0% | 0.04% | +33.3% | |
VZ | Sell | VERIZON COMMUNICATIONS INC COMstock | $54,000 | -11.5% | 1,071 | -9.8% | 0.04% | 0.0% |
AMD | Sell | ADVANCED MICRO DEVICES INC COMstock | $53,000 | -31.2% | 696 | -0.9% | 0.04% | -21.6% |
AGG | Buy | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $53,000 | -5.4% | 523 | +0.6% | 0.04% | +8.1% |
IYZ | ISHARES U.S. TELECOMMUNICATIONS ETFetf | $52,000 | -16.1% | 2,067 | 0.0% | 0.04% | -4.9% | |
FLTR | Sell | VANECK INVESTMENT GRADE FLOATING RATE ETFetf | $52,000 | -20.0% | 2,120 | -17.8% | 0.04% | -9.3% |
NVO | Sell | NOVO-NORDISK A S ADRadr | $52,000 | -5.5% | 469 | -6.0% | 0.04% | +8.3% |
LOW | Sell | LOWES COS INC COMstock | $51,000 | -19.0% | 292 | -6.4% | 0.04% | -7.3% |
JPST | JPMORGAN ULTRA-SHORT INCOME ETFetf | $49,000 | 0.0% | 980 | 0.0% | 0.04% | +15.6% | |
RSG | Buy | REPUBLIC SVCS INC COMstock | $50,000 | 0.0% | 380 | +0.3% | 0.04% | +12.1% |
BEN | Sell | FRANKLIN RESOURCES INC COMstock | $49,000 | -27.9% | 2,105 | -13.0% | 0.04% | -17.8% |
IJH | Sell | ISHARES S&P MIDCAP FUNDetf | $50,000 | -40.5% | 219 | -29.6% | 0.04% | -32.7% |
CCI | Sell | CROWN CASTLE INTL CORP NEW COMreit | $47,000 | -11.3% | 281 | -2.4% | 0.04% | 0.0% |
XYLD | Sell | GLOBAL X S&P 500 COVERED CALL ETFetf | $47,000 | -59.8% | 1,104 | -53.4% | 0.04% | -54.5% |
RSP | Buy | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $47,000 | -14.5% | 348 | +0.3% | 0.04% | -2.8% |
VPU | Buy | VANGUARD UTILITIES INDEX FUNDetf | $44,000 | -4.3% | 288 | +0.7% | 0.03% | +10.0% |
JNK | Buy | SPDR BLOOMBERG HIGH YIELD BOND ETFetf | $44,000 | -10.2% | 482 | +1.3% | 0.03% | +3.1% |
RVNU | Buy | X-TRACKERS MUNICIPAL INFRASTRUCTURE REVENUE BOND ETFetf | $44,000 | -4.3% | 1,761 | +0.7% | 0.03% | +10.0% |
TSLA | Buy | TESLA INC COMstock | $43,000 | -6.5% | 64 | +48.8% | 0.03% | +6.7% |
IGIB | Buy | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $43,000 | -6.5% | 838 | +0.6% | 0.03% | +6.7% |
DSI | Buy | ISHARES MSCI KLD 400 SOCIAL ETFetf | $43,000 | +514.3% | 601 | +680.5% | 0.03% | +540.0% |
MA | Sell | MASTERCARD INCORPORATED CL Astock | $43,000 | -17.3% | 136 | -6.8% | 0.03% | -5.9% |
TIP | Sell | ISHARES TIPS BOND ETFetf | $42,000 | -43.2% | 370 | -37.8% | 0.03% | -36.7% |
ALK | Sell | ALASKA AIR GROUP INC COMstock | $41,000 | -83.7% | 1,018 | -76.5% | 0.03% | -81.2% |
WLL | Buy | WHITING PETE CORP NEW COM NEWstock | $42,000 | -16.0% | 620 | +0.2% | 0.03% | -6.1% |
SWAN | AMPLIFY BLACKSWAN GROWTH & TREASURY CORE ETFetf | $42,000 | -14.3% | 1,550 | 0.0% | 0.03% | -3.1% | |
WEC | Sell | WEC ENERGY GROUP INC COMstock | $41,000 | -16.3% | 404 | -17.9% | 0.03% | -3.1% |
BDX | BECTON DICKINSON & CO COMstock | $41,000 | -6.8% | 165 | 0.0% | 0.03% | +6.9% | |
PROSPECT CAP CORP 4.95 07/15/2022convertible | $42,000 | 0.0% | 42,000 | 0.0% | 0.03% | +10.7% | ||
UAL | New | UNITED AIRLS HLDGS INC COMstock | $39,000 | – | 1,100 | +100.0% | 0.03% | – |
SLQD | ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $39,000 | 0.0% | 795 | 0.0% | 0.03% | +11.5% | |
BOND | Sell | PIMCO ACTIVE BOND EXCHANGE-TRADED FUNDetf | $37,000 | -77.8% | 387 | -76.4% | 0.03% | -74.5% |
MDLZ | MONDELEZ INTL INC CL Astock | $37,000 | -2.6% | 600 | 0.0% | 0.03% | +12.0% | |
MINT | Sell | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDetf | $38,000 | -56.8% | 380 | -56.8% | 0.03% | -51.7% |
MUST | COLUMBIA MULTI-SECTOR MUNICIPAL INCOME ETFetf | $36,000 | -5.3% | 1,800 | 0.0% | 0.03% | +8.0% | |
WSC | WILLSCOT MOBIL MINI HLDNG CORP COM CL Astock | $36,000 | -18.2% | 1,116 | 0.0% | 0.03% | -6.9% | |
WRB | BERKLEY W R CORP COMstock | $36,000 | 0.0% | 533 | 0.0% | 0.03% | +12.5% | |
SRE | SEMPRA COMstock | $35,000 | -10.3% | 231 | 0.0% | 0.03% | 0.0% | |
AOM | Sell | ISHARES MODERATE ALLOCATION FUNDetf | $35,000 | -76.5% | 900 | -74.1% | 0.03% | -73.5% |
RODM | Buy | HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETFetf | $35,000 | -14.6% | 1,421 | +0.7% | 0.03% | -3.7% |
IBM | INTERNATIONAL BUSINESS MACHS COMstock | $34,000 | +6.2% | 243 | 0.0% | 0.02% | +19.0% | |
ARKK | Buy | ARK INNOVATION ETFetf | $33,000 | -5.7% | 835 | +60.3% | 0.02% | +8.7% |
D | Buy | DOMINION ENERGY INC COMstock | $34,000 | -5.6% | 420 | +0.2% | 0.02% | +4.2% |
RGR | STURM RUGER & CO INC COMstock | $33,000 | -8.3% | 521 | 0.0% | 0.02% | +4.2% | |
USXF | Sell | ISHARES ESG ADVANCED MSCI USA ETFetf | $33,000 | -31.2% | 1,112 | -17.2% | 0.02% | -21.9% |
HAS | Buy | HASBRO INC COMstock | $33,000 | +3.1% | 397 | +0.8% | 0.02% | +19.0% |
SPLB | SPDR PORTFOLIO LONG TERM CORPORATE BOND ETFetf | $33,000 | -15.4% | 1,386 | 0.0% | 0.02% | -3.8% | |
PFG | PRINCIPAL FINANCIAL GROUP INC COMstock | $34,000 | -10.5% | 513 | 0.0% | 0.02% | 0.0% | |
PRU | Sell | PRUDENTIAL FINL INC COMstock | $33,000 | -31.2% | 343 | -14.7% | 0.02% | -21.9% |
DAL | Buy | DELTA AIR LINES INC DEL COM NEWstock | $32,000 | +300.0% | 1,100 | +450.0% | 0.02% | +380.0% |
PDP | INVESCO DWA MOMENTUM ETFetf | $31,000 | -16.2% | 451 | 0.0% | 0.02% | -4.2% | |
AXP | Buy | AMERICAN EXPRESS CO COMstock | $31,000 | -26.2% | 225 | +0.4% | 0.02% | -17.9% |
SUSC | Buy | ISHARES ESG AWARE USD CORPORATE BOND ETFetf | $29,000 | +38.1% | 1,251 | +50.0% | 0.02% | +57.1% |
MMP | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LPstock | $29,000 | -3.3% | 608 | 0.0% | 0.02% | +10.0% | |
BP | Buy | BP PLC SPONSORED ADRadr | $29,000 | -3.3% | 1,029 | +0.8% | 0.02% | +10.0% |
OKE | Sell | ONEOK INC NEW COMstock | $29,000 | -25.6% | 527 | -4.4% | 0.02% | -15.4% |
CRM | Sell | SALESFORCE INC COMstock | $29,000 | -39.6% | 176 | -21.8% | 0.02% | -31.2% |
NI | NISOURCE INC COMstock | $29,000 | -9.4% | 993 | 0.0% | 0.02% | +4.8% | |
TJX | TJX COS INC NEW COMstock | $30,000 | -6.2% | 535 | 0.0% | 0.02% | +4.8% | |
IHI | ISHARES U.S. MEDICAL DEVICES ETFetf | $29,000 | -14.7% | 565 | 0.0% | 0.02% | 0.0% | |
INTU | INTUIT COMstock | $30,000 | -18.9% | 76 | 0.0% | 0.02% | -8.3% | |
TMO | THERMO FISHER SCIENTIFIC INC COMstock | $28,000 | -6.7% | 51 | 0.0% | 0.02% | +5.0% | |
MGM | MGM RESORTS INTERNATIONAL COMstock | $27,000 | -30.8% | 921 | 0.0% | 0.02% | -23.1% | |
TGT | Sell | TARGET CORP COMstock | $27,000 | -40.0% | 189 | -11.7% | 0.02% | -33.3% |
TER | Sell | TERADYNE INC COMstock | $27,000 | -25.0% | 298 | -2.0% | 0.02% | -16.7% |
QQEW | Sell | FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUNDetf | $27,000 | -37.2% | 310 | -23.3% | 0.02% | -28.6% |
SYY | Buy | SYSCO CORP COMstock | $25,000 | +4.2% | 292 | +0.7% | 0.02% | +18.8% |
FLDR | New | FIDELITY LOW DURATION BOND FACTOR ETFetf | $25,000 | – | 499 | +100.0% | 0.02% | – |
FMB | Sell | FIRST TRUST MANAGED MUNICIPAL ETFetf | $26,000 | -56.7% | 510 | -55.3% | 0.02% | -51.3% |
SPAB | SPDR PORTFOLIO AGGREGATE BOND ETFetf | $25,000 | -3.8% | 931 | 0.0% | 0.02% | +11.8% | |
SAVE | Sell | SPIRIT AIRLS INC COMstock | $25,000 | 0.0% | 1,060 | -8.6% | 0.02% | +18.8% |
SMMU | Sell | PIMCO SHORT TERM MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUNDetf | $25,000 | -26.5% | 500 | -26.5% | 0.02% | -13.6% |
IGLB | Sell | ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $25,000 | -16.7% | 477 | -2.3% | 0.02% | -5.0% |
ETR | Buy | ENTERGY CORP NEW COMstock | $26,000 | 0.0% | 228 | +0.9% | 0.02% | +11.8% |
DCP | DCP MIDSTREAM LP COM UT LTD PTNstock | $25,000 | -13.8% | 852 | 0.0% | 0.02% | 0.0% | |
MDT | MEDTRONIC PLC SHSstock | $25,000 | -16.7% | 274 | 0.0% | 0.02% | -5.0% | |
GSK | GSK PLC SPONSORED ADRadr | $24,000 | 0.0% | 540 | 0.0% | 0.02% | +12.5% | |
LKQ | Buy | LKQ CORP COMstock | $23,000 | +9.5% | 472 | +0.4% | 0.02% | +21.4% |
PYPL | Sell | PAYPAL HLDGS INC COMstock | $23,000 | -41.0% | 330 | -1.2% | 0.02% | -34.6% |
HPF | Buy | HANCOCK JOHN PFD INCOME FD II COMcef | $23,000 | 0.0% | 1,259 | +2.0% | 0.02% | +13.3% |
HF SINCLAIR CORP COMstock | $23,000 | +15.0% | 504 | 0.0% | 0.02% | +30.8% | ||
SLV | Buy | ISHARES SILVER TRUSTetf | $23,000 | -17.9% | 1,239 | +1.2% | 0.02% | -5.6% |
GAB | Buy | GABELLI EQUITY TR INC COMcef | $23,000 | -11.5% | 3,780 | +2.5% | 0.02% | 0.0% |
New | WARNER BROS DISCOVERY INC COM SER Astock | $23,000 | – | 1,716 | +100.0% | 0.02% | – | |
ESML | Sell | ISHARES ESG AWARE MSCI USA SMALL-CAP ETFetf | $23,000 | -20.7% | 722 | -6.1% | 0.02% | -10.5% |
SUSB | Sell | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETFetf | $23,000 | -70.1% | 939 | -70.0% | 0.02% | -66.7% |
ROBT | Buy | FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE AND ROBOTICS ETFetf | $23,000 | -20.7% | 613 | +0.2% | 0.02% | -10.5% |
XLF | Buy | FINANCIAL SELECT SECTOR SPDR FUNDetf | $23,000 | -17.9% | 731 | +0.6% | 0.02% | -5.6% |
MTUM | Sell | ISHARES MSCI USA MOMENTUM FACTOR ETFetf | $23,000 | -42.5% | 165 | -31.2% | 0.02% | -34.6% |
CDNS | Sell | CADENCE DESIGN SYSTEM INC COMstock | $23,000 | -11.5% | 155 | -3.1% | 0.02% | 0.0% |
SIVR | ABRDN PHYSICAL SILVER SHARES ETFetf | $21,000 | -19.2% | 1,085 | 0.0% | 0.02% | -5.9% | |
IWP | ISHARES RUSSELL MID-CAP GROWTH ETFetf | $22,000 | -21.4% | 280 | 0.0% | 0.02% | -11.1% | |
STE | STERIS PLC SHS USDstock | $22,000 | -15.4% | 106 | 0.0% | 0.02% | -5.9% | |
MKC | Buy | MCCORMICK & CO INC COM NON VTGstock | $22,000 | -15.4% | 261 | +0.4% | 0.02% | -5.9% |
VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETFetf | $22,000 | -12.0% | 368 | 0.0% | 0.02% | 0.0% | |
RIO | Buy | RIO TINTO PLC SPONSORED ADRadr | $21,000 | -22.2% | 351 | +6.4% | 0.02% | -11.1% |
CAH | Buy | CARDINAL HEALTH INC COMstock | $20,000 | -9.1% | 385 | +0.8% | 0.02% | +7.1% |
WTRG | New | ESSENTIAL UTILS INC COMstock | $20,000 | – | 430 | +100.0% | 0.02% | – |
ENB | Buy | ENBRIDGE INC COMstock | $20,000 | -9.1% | 480 | +0.6% | 0.02% | +7.1% |
IMCV | ISHARES MORNINGSTAR MID-CAP VALUE ETFetf | $19,000 | -13.6% | 315 | 0.0% | 0.01% | 0.0% | |
CSX | Buy | CSX CORP COMstock | $19,000 | -20.8% | 648 | +0.3% | 0.01% | -12.5% |
CHD | CHURCH & DWIGHT CO INC COMstock | $19,000 | -5.0% | 200 | 0.0% | 0.01% | +7.7% | |
COIN | Buy | COINBASE GLOBAL INC COM CL Astock | $19,000 | +375.0% | 403 | +1652.2% | 0.01% | +366.7% |
TXN | Sell | TEXAS INSTRS INC COMstock | $19,000 | -56.8% | 126 | -47.5% | 0.01% | -51.7% |
DEO | DIAGEO PLC SPON ADR NEWadr | $19,000 | -17.4% | 111 | 0.0% | 0.01% | -6.7% | |
SCI | SERVICE CORP INTL COMstock | $19,000 | +5.6% | 274 | 0.0% | 0.01% | +16.7% | |
DMXF | Sell | ISHARES ESG ADVANCED MSCI EAFE ETFetf | $19,000 | -13.6% | 358 | -0.6% | 0.01% | 0.0% |
KEYS | KEYSIGHT TECHNOLOGIES INC COMstock | $19,000 | -13.6% | 139 | 0.0% | 0.01% | 0.0% | |
PAYC | PAYCOM SOFTWARE INC COMstock | $19,000 | -17.4% | 67 | 0.0% | 0.01% | -6.7% | |
CLX | Buy | CLOROX CO DEL COMstock | $18,000 | 0.0% | 129 | +0.8% | 0.01% | +8.3% |
FIXD | Buy | FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETFetf | $18,000 | -5.3% | 389 | +0.5% | 0.01% | +8.3% |
AWK | AMERICAN WTR WKS CO INC NEW COMstock | $17,000 | -10.5% | 113 | 0.0% | 0.01% | +8.3% | |
BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETFetf | $18,000 | -28.0% | 874 | 0.0% | 0.01% | -18.8% | |
QRVO | Sell | QORVO INC COMstock | $18,000 | -25.0% | 190 | -2.6% | 0.01% | -18.8% |
SNCY | SUN CTRY AIRLS HLDGS INC COMstock | $18,000 | -30.8% | 1,000 | 0.0% | 0.01% | -23.5% | |
FREL | Buy | FIDELITY MSCI REAL ESTATE INDEX ETFetf | $17,000 | -15.0% | 626 | +0.8% | 0.01% | 0.0% |
MRNA | MODERNA INC COMstock | $18,000 | -18.2% | 125 | 0.0% | 0.01% | -7.1% | |
FPX | FIRST TRUST US EQUITY OPPORTUNITIES ETFetf | $18,000 | -25.0% | 224 | 0.0% | 0.01% | -18.8% | |
IGD | Buy | VOYA GLBL EQTY DIV & PREM OPP COMcef | $18,000 | -5.3% | 3,325 | +1.6% | 0.01% | +8.3% |
ARE | Sell | ALEXANDRIA REAL ESTATE EQ INC COMreit | $17,000 | -51.4% | 115 | -34.3% | 0.01% | -43.5% |
PKX | Buy | POSCO HOLDINGS INC SPONSORED ADRadr | $16,000 | -20.0% | 348 | +2.4% | 0.01% | -7.7% |
TTD | Sell | THE TRADE DESK INC COM CL Astock | $16,000 | -42.9% | 380 | -5.9% | 0.01% | -33.3% |
MU | MICRON TECHNOLOGY INC COMstock | $16,000 | -30.4% | 290 | 0.0% | 0.01% | -20.0% | |
SPTL | Buy | SPDR PORTFOLIO LONG TERM TREASURY ETFetf | $16,000 | -11.1% | 474 | +0.2% | 0.01% | 0.0% |
LITE | Sell | LUMENTUM HLDGS INC COMstock | $16,000 | -20.0% | 201 | -1.5% | 0.01% | -7.7% |
FTGC | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUNDetf | $16,000 | -5.9% | 600 | 0.0% | 0.01% | +9.1% | |
SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETFetf | $16,000 | 0.0% | 150 | 0.0% | 0.01% | +9.1% | |
NCLH | Buy | NORWEGIAN CRUISE LINE HLDG LTD SHSstock | $16,000 | +128.6% | 1,481 | +393.7% | 0.01% | +140.0% |
FDX | FEDEX CORP COMstock | $16,000 | 0.0% | 68 | 0.0% | 0.01% | +9.1% | |
LUV | Sell | SOUTHWEST AIRLS CO COMstock | $16,000 | -33.3% | 452 | -13.4% | 0.01% | -25.0% |
ESGD | Buy | ISHARES MSCI EAFE ESG SELECT ETFetf | $16,000 | 0.0% | 248 | +16.4% | 0.01% | +9.1% |
SSB | Buy | SOUTHSTATE CORPORATION COMstock | $15,000 | 0.0% | 188 | +0.5% | 0.01% | +10.0% |
TLT | Buy | ISHARES 20 YEAR TREASURY BOND ETFetf | $15,000 | -11.8% | 130 | +0.8% | 0.01% | 0.0% |
EWW | ISHARES MSCI MEXICO ETFetf | $15,000 | -16.7% | 321 | 0.0% | 0.01% | -8.3% | |
ROST | Buy | ROSS STORES INC COMstock | $15,000 | +1400.0% | 215 | +1333.3% | 0.01% | +1000.0% |
CC | Buy | CHEMOURS CO COMstock | $15,000 | +7.1% | 454 | +0.2% | 0.01% | +22.2% |
VRTX | VERTEX PHARMACEUTICALS INC COMstock | $14,000 | +7.7% | 50 | 0.0% | 0.01% | +11.1% | |
FITB | FIFTH THIRD BANCORP COMstock | $13,000 | -23.5% | 400 | 0.0% | 0.01% | -9.1% | |
FDLO | FIDELITY LOW VOLATILITY FACTOR ETFetf | $14,000 | -12.5% | 325 | 0.0% | 0.01% | -9.1% | |
JEPI | JPMORGAN EQUITY PREMIUM INCOME ETFetf | $14,000 | -6.7% | 250 | 0.0% | 0.01% | 0.0% | |
TDY | TELEDYNE TECHNOLOGIES INC COMstock | $13,000 | -23.5% | 35 | 0.0% | 0.01% | -9.1% | |
NKE | NIKE INC CL Bstock | $13,000 | -27.8% | 131 | 0.0% | 0.01% | -16.7% | |
MRVL | Sell | MARVELL TECHNOLOGY INC COMstock | $14,000 | -41.7% | 328 | -3.5% | 0.01% | -37.5% |
DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETFetf | $13,000 | -13.3% | 42 | 0.0% | 0.01% | 0.0% | |
GM | Buy | GENERAL MTRS CO COMstock | $13,000 | -13.3% | 414 | +22.1% | 0.01% | 0.0% |
ALL | ALLSTATE CORP COMstock | $13,000 | -7.1% | 100 | 0.0% | 0.01% | +11.1% | |
UBER | Buy | UBER TECHNOLOGIES INC COMstock | $14,000 | +366.7% | 693 | +687.5% | 0.01% | +400.0% |
AAL | Sell | AMERICAN AIRLS GROUP INC COMstock | $14,000 | -44.0% | 1,118 | -18.3% | 0.01% | -37.5% |
HA | Buy | HAWAIIAN HOLDINGS INC COMstock | $14,000 | – | 1,010 | +10000.0% | 0.01% | – |
LMBS | Buy | FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETFetf | $14,000 | 0.0% | 288 | +0.3% | 0.01% | +11.1% |
SDY | SPDR S&P DIVIDEND ETFetf | $13,000 | -7.1% | 108 | 0.0% | 0.01% | +11.1% | |
AZO | Sell | AUTOZONE INC COMstock | $13,000 | -7.1% | 6 | -14.3% | 0.01% | +11.1% |
XLK | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $13,000 | -18.8% | 100 | 0.0% | 0.01% | -9.1% | |
CTXS | CITRIX SYS INC COMstock | $14,000 | -6.7% | 145 | 0.0% | 0.01% | 0.0% | |
ALRM | Sell | ALARM COM HLDGS INC COMstock | $13,000 | -7.1% | 211 | -1.4% | 0.01% | +11.1% |
PKG | PACKAGING CORP AMER COMstock | $12,000 | -14.3% | 88 | 0.0% | 0.01% | 0.0% | |
IEF | Buy | ISHARES 7-10 YEAR TREASURY BOND ETFetf | $12,000 | -7.7% | 122 | +0.8% | 0.01% | 0.0% |
Buy | RIVIAN AUTOMOTIVE INC COM CL Astock | $12,000 | +200.0% | 459 | +446.4% | 0.01% | +200.0% | |
SIZE | ISHARES MSCI USA SIZE FACTOR ETFetf | $12,000 | -14.3% | 105 | 0.0% | 0.01% | 0.0% | |
TMUS | T-MOBILE US INC COMstock | $12,000 | 0.0% | 92 | 0.0% | 0.01% | +12.5% | |
CRNC | Sell | CERENCE INC COMstock | $12,000 | -33.3% | 494 | -0.4% | 0.01% | -25.0% |
CCL | Buy | CARNIVAL CORP COMMON STOCKstock | $12,000 | +20.0% | 1,410 | +182.0% | 0.01% | +28.6% |
VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUNDetf | $12,000 | -25.0% | 38 | 0.0% | 0.01% | -18.2% | |
IYE | Buy | ISHARES U.S. ENERGY ETFetf | $12,000 | -7.7% | 322 | +0.9% | 0.01% | 0.0% |
ADBE | Sell | ADOBE SYSTEMS INCORPORATED COMstock | $11,000 | -50.0% | 29 | -40.8% | 0.01% | -42.9% |
DLR | Sell | DIGITAL RLTY TR INC COMreit | $11,000 | -47.6% | 86 | -41.5% | 0.01% | -42.9% |
DY | DYCOM INDS INC COMstock | $11,000 | 0.0% | 115 | 0.0% | 0.01% | +14.3% | |
TWTR | New | TWITTER INC COMstock | $11,000 | – | 300 | +100.0% | 0.01% | – |
UMPQ | UMPQUA HLDGS CORP COMstock | $11,000 | -8.3% | 658 | 0.0% | 0.01% | 0.0% | |
UFPI | Buy | UFP INDUSTRIES INC COMstock | $9,000 | -10.0% | 136 | +0.7% | 0.01% | 0.0% |
PBE | INVESCO DYNAMIC BIOTECHNOLOGY & GENOME ETFetf | $9,000 | 0.0% | 150 | 0.0% | 0.01% | +16.7% | |
SQ | Sell | BLOCK INC CL Astock | $9,000 | -57.1% | 141 | -8.4% | 0.01% | -50.0% |
IXN | Buy | ISHARES GLOBAL TECH ETFetf | $9,000 | -18.2% | 190 | +0.5% | 0.01% | 0.0% |
NOBL | Buy | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFetf | $9,000 | -10.0% | 102 | +1.0% | 0.01% | 0.0% |
VALE | VALE S A SPONSORED ADSadr | $9,000 | -25.0% | 588 | 0.0% | 0.01% | -12.5% | |
LCTU | New | BLACKROCK U.S. CARBON TRANSITION READINESS ETFetf | $10,000 | – | 248 | +100.0% | 0.01% | – |
VHT | VANGUARD HEALTH CARE INDEX FUNDetf | $10,000 | -9.1% | 43 | 0.0% | 0.01% | 0.0% | |
IJK | ISHARES S&P MID-CAP 400 GROWTH ETFetf | $9,000 | -18.2% | 140 | 0.0% | 0.01% | 0.0% | |
VUG | Sell | VANGUARD GROWTH INDEX FUNDetf | $9,000 | -40.0% | 42 | -20.8% | 0.01% | -30.0% |
SWKS | SKYWORKS SOLUTIONS INC COMstock | $9,000 | -30.8% | 100 | 0.0% | 0.01% | -22.2% | |
IXUS | Buy | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFetf | $9,000 | -10.0% | 151 | +2.0% | 0.01% | 0.0% |
FVD | Sell | FIRST TRUST VALUE LINE DIVIDEND INDEX FUNDetf | $10,000 | -76.2% | 260 | -73.6% | 0.01% | -75.0% |
XLI | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $9,000 | -10.0% | 100 | 0.0% | 0.01% | 0.0% | |
New | WARBY PARKER INC CL A COMstock | $10,000 | – | 920 | +100.0% | 0.01% | – | |
SCHI | Buy | SCHWAB 5-10 YEAR CORPORATE BOND ETFetf | $9,000 | 0.0% | 191 | +0.5% | 0.01% | +16.7% |
ULCC | FRONTIER GROUP HLDGS INC COMstock | $9,000 | -18.2% | 1,000 | 0.0% | 0.01% | 0.0% | |
AYX | Sell | ALTERYX INC COM CL Astock | $9,000 | -35.7% | 185 | -6.1% | 0.01% | -22.2% |
GUT | Sell | GABELLI UTIL TR COMcef | $9,000 | 0.0% | 1,302 | -1.1% | 0.01% | +16.7% |
INDA | ISHARES MSCI INDIA INDEX FUNDetf | $9,000 | -18.2% | 237 | 0.0% | 0.01% | 0.0% | |
IDA | IDACORP INC COMstock | $10,000 | 0.0% | 90 | 0.0% | 0.01% | 0.0% | |
IHF | ISHARES U.S. HEALTHCARE PROVIDERS ETFetf | $10,000 | -9.1% | 40 | 0.0% | 0.01% | 0.0% | |
ELP | COMPANHIA PARANAENSE ENERG COP SPON ADSadr | $10,000 | -23.1% | 1,632 | 0.0% | 0.01% | -22.2% | |
CIG | Buy | CIA ENERGETICA DE MINAS GERAIS SP ADR N-V PFDadr | $10,000 | -16.7% | 4,972 | +30.0% | 0.01% | -12.5% |
TRMB | Sell | TRIMBLE INC COMstock | $10,000 | -23.1% | 175 | -6.4% | 0.01% | -22.2% |
JBLU | Buy | JETBLUE AWYS CORP COMstock | $9,000 | -40.0% | 1,130 | +10.8% | 0.01% | -30.0% |
THERATECHNOLOGIES INC 5.75 06/30/2023convertible | $9,000 | -10.0% | 12,000 | 0.0% | 0.01% | 0.0% | ||
CLH | CLEAN HARBORS INC COMstock | $9,000 | -25.0% | 106 | 0.0% | 0.01% | -12.5% | |
KEY | Buy | KEYCORP COMstock | $9,000 | -18.2% | 518 | +1.2% | 0.01% | 0.0% |
SYNA | Buy | SYNAPTICS INC COMstock | $10,000 | -41.2% | 85 | +2.4% | 0.01% | -36.4% |
DOCU | Sell | DOCUSIGN INC COMstock | $10,000 | -47.4% | 169 | -6.1% | 0.01% | -41.7% |
FTCS | Sell | FIRST TRUST CAPITAL STRENGTH ETFetf | $8,000 | -82.6% | 117 | -80.0% | 0.01% | -80.0% |
ARCC | Buy | ARES CAPITAL CORP COMcef | $8,000 | -20.0% | 461 | +0.9% | 0.01% | -14.3% |
COLM | COLUMBIA SPORTSWEAR CO COMstock | $8,000 | -20.0% | 109 | 0.0% | 0.01% | -14.3% | |
FTA | Sell | FIRST TRUST LARGE CAP VALUE OPPORTUNITIES ALPHADEX FUNDetf | $8,000 | -75.0% | 126 | -72.1% | 0.01% | -71.4% |
FTC | Sell | FIRST TRUST LARGE CAP GROWTH OPPORTUNITIES ALPHADEX FUNDetf | $8,000 | -88.7% | 93 | -86.0% | 0.01% | -87.2% |
FDT | Buy | FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUNDetf | $8,000 | -20.0% | 175 | +1.2% | 0.01% | -14.3% |
GILD | GILEAD SCIENCES INC COMstock | $8,000 | 0.0% | 126 | 0.0% | 0.01% | +20.0% | |
EIS | Buy | ISHARES MSCI ISRAEL ETFetf | $8,000 | -20.0% | 138 | +3.8% | 0.01% | -14.3% |
IEFA | Buy | ISHARES CORE MSCI EAFE ETFetf | $8,000 | -11.1% | 137 | +2.2% | 0.01% | 0.0% |
LUCID GROUP INC COMstock | $8,000 | -27.3% | 450 | 0.0% | 0.01% | -14.3% | ||
JWN | Buy | NORDSTROM INC COMstock | $8,000 | -20.0% | 380 | +1.3% | 0.01% | -14.3% |
SLYG | SPDR S&P 600 SMALL CAP GROWTH ETFetf | $8,000 | -11.1% | 110 | 0.0% | 0.01% | 0.0% | |
XLY | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $8,000 | -20.0% | 55 | 0.0% | 0.01% | -14.3% | |
TWST | New | TWIST BIOSCIENCE CORP COMstock | $8,000 | – | 235 | +100.0% | 0.01% | – |
TGLS | Buy | TECNOGLASS INC ORD SHSstock | $8,000 | -33.3% | 480 | +0.4% | 0.01% | -25.0% |
A | AGILENT TECHNOLOGIES INC COMstock | $7,000 | -12.5% | 59 | 0.0% | 0.01% | 0.0% | |
ISRG | INTUITIVE SURGICAL INC COM NEWstock | $7,000 | -30.0% | 33 | 0.0% | 0.01% | -28.6% | |
ARKG | ARK GENOMIC REVOLUTION ETFetf | $7,000 | -36.4% | 235 | 0.0% | 0.01% | -28.6% | |
CEVA | Sell | CEVA INC COMstock | $7,000 | -22.2% | 216 | -2.3% | 0.01% | -16.7% |
DHI | D R HORTON INC COMstock | $7,000 | -12.5% | 103 | 0.0% | 0.01% | 0.0% | |
TDOC | Buy | TELADOC HEALTH INC COMstock | $7,000 | -46.2% | 207 | +13.1% | 0.01% | -44.4% |
PETQ | PETIQ INC COM CL Astock | $7,000 | -30.0% | 411 | 0.0% | 0.01% | -28.6% | |
XNTK | SPDR NYSE TECHNOLOGY ETFetf | $7,000 | -22.2% | 65 | 0.0% | 0.01% | -16.7% | |
KNX | KNIGHT-SWIFT TRANSN HLDGS INC CL Astock | $7,000 | 0.0% | 146 | 0.0% | 0.01% | 0.0% | |
U | Buy | UNITY SOFTWARE INC COMstock | $7,000 | -53.3% | 180 | +17.6% | 0.01% | -50.0% |
FMF | Sell | FIRST TRUST MANAGED FUTURES STRATEGY FUNDetf | $7,000 | -75.9% | 131 | -78.2% | 0.01% | -73.7% |
THO | Buy | THOR INDS INC COMstock | $7,000 | 0.0% | 87 | +1.2% | 0.01% | 0.0% |
HYLS | Sell | FIRST TRUST TACTICAL HIGH YIELD ETFetf | $7,000 | -78.1% | 169 | -76.1% | 0.01% | -76.2% |
LVS | Buy | LAS VEGAS SANDS CORP COMstock | $7,000 | +250.0% | 200 | +300.0% | 0.01% | +400.0% |
SHY | Sell | ISHARES 1-3 YEAR TREASURY BOND ETFetf | $7,000 | -69.6% | 90 | -67.9% | 0.01% | -66.7% |
CRWD | Buy | CROWDSTRIKE HLDGS INC CL Astock | $7,000 | +40.0% | 40 | +100.0% | 0.01% | +66.7% |
AMCR | Buy | AMCOR PLC ORDstock | $6,000 | 0.0% | 515 | +1.0% | 0.00% | 0.0% |
FAAR | Sell | FIRST TRUST ALTERNATIVE ABSOLUTE RETURN STRATEGY ETFetf | $6,000 | -87.0% | 176 | -87.0% | 0.00% | -86.7% |
VMW | Buy | VMWARE INC CL A COMstock | $5,000 | +400.0% | 40 | +300.0% | 0.00% | +300.0% |
PLUG | Sell | PLUG POWER INC COM NEWstock | $6,000 | -68.4% | 350 | -47.1% | 0.00% | -66.7% |
EBS | EMERGENT BIOSOLUTIONS INC COMstock | $6,000 | -25.0% | 200 | 0.0% | 0.00% | -20.0% | |
CHPT | CHARGEPOINT HOLDINGS INC COM CL Astock | $5,000 | -37.5% | 387 | 0.0% | 0.00% | -20.0% | |
EA | ELECTRONIC ARTS INC COMstock | $6,000 | 0.0% | 46 | 0.0% | 0.00% | 0.0% | |
BB | BLACKBERRY LTD COMstock | $5,000 | -37.5% | 1,020 | 0.0% | 0.00% | -20.0% | |
NFLX | NETFLIX INC COMstock | $6,000 | -50.0% | 32 | 0.0% | 0.00% | -50.0% | |
MRTN | Buy | MARTEN TRANS LTD COMstock | $6,000 | 0.0% | 339 | +0.3% | 0.00% | 0.0% |
CAG | Buy | CONAGRA BRANDS INC COMstock | $5,000 | 0.0% | 160 | +1.3% | 0.00% | +33.3% |
STZ | CONSTELLATION BRANDS INC CL Astock | $5,000 | 0.0% | 23 | 0.0% | 0.00% | +33.3% | |
QGEN | QIAGEN NV SHS NEWstock | $5,000 | 0.0% | 100 | 0.0% | 0.00% | +33.3% | |
MPLX | MPLX LP COM UNIT REP LTDstock | $5,000 | -16.7% | 170 | 0.0% | 0.00% | 0.0% | |
BLOK | AMPLIFY TRANSFORMATIONAL DATA SHARING ETFetf | $5,000 | -50.0% | 302 | 0.0% | 0.00% | -42.9% | |
GOLD | Buy | BARRICK GOLD CORP COMstock | $6,000 | -14.3% | 311 | +8.0% | 0.00% | -20.0% |
IWS | ISHARES RUSSELL MID-CAP VALUE ETFetf | $5,000 | 0.0% | 45 | 0.0% | 0.00% | +33.3% | |
ESTC | Sell | ELASTIC N V ORD SHSstock | $5,000 | -28.6% | 76 | -6.2% | 0.00% | -20.0% |
FEM | Sell | FIRST TRUST EMERGING MARKETS ALPHADEX FUNDetf | $5,000 | -50.0% | 211 | -47.5% | 0.00% | -42.9% |
EEM | ISHARES MSCI EMERGING MARKETS ETFetf | $5,000 | 0.0% | 114 | 0.0% | 0.00% | +33.3% | |
ILCG | ISHARES MORNINGSTAR GROWTH ETFetf | $6,000 | -25.0% | 125 | 0.0% | 0.00% | -20.0% | |
GGT | Buy | GABELLI MULTIMEDIA TR INC COMcef | $5,000 | -16.7% | 711 | +3.0% | 0.00% | 0.0% |
ROKT | SPDR S&P KENSHO FINAL FRONTIERS ETFetf | $6,000 | -14.3% | 164 | 0.0% | 0.00% | -20.0% | |
GOGL | Buy | GOLDEN OCEAN GROUP LTD SHS NEWstock | $6,000 | +50.0% | 484 | +47.1% | 0.00% | +33.3% |
PFM | Sell | INVESCO DIVIDEND ACHIEVERS ETFetf | $6,000 | -72.7% | 164 | -71.9% | 0.00% | -71.4% |
MCHI | ISHARES MSCI CHINA ETFetf | $5,000 | 0.0% | 94 | 0.0% | 0.00% | +33.3% | |
HMC | HONDA MOTOR LTD AMERN SHSadr | $5,000 | -16.7% | 219 | 0.0% | 0.00% | 0.0% | |
GREK | GLOBAL X MSCI GREECE ETFetf | $5,000 | 0.0% | 192 | 0.0% | 0.00% | +33.3% | |
VTV | VANGUARD VALUE INDEX FUNDetf | $4,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
AI | Sell | C3 AI INC CL Astock | $4,000 | -20.0% | 201 | -2.0% | 0.00% | 0.0% |
ITM | Sell | VANECK INTERMEDIATE MUNI ETFetf | $4,000 | -90.5% | 80 | -90.9% | 0.00% | -89.3% |
FXD | FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUNDetf | $4,000 | 0.0% | 81 | 0.0% | 0.00% | 0.0% | |
FIW | FIRST TRUST WATER ETFetf | $4,000 | -20.0% | 54 | 0.0% | 0.00% | 0.0% | |
SHOP | Buy | SHOPIFY INC CL Astock | $4,000 | -55.6% | 140 | +900.0% | 0.00% | -50.0% |
SIX | SIX FLAGS ENTMT CORP NEW COMstock | $4,000 | -55.6% | 200 | 0.0% | 0.00% | -50.0% | |
SUSA | ISHARES MSCI USA ESG SELECT ETFetf | $4,000 | -20.0% | 52 | 0.0% | 0.00% | 0.0% | |
SNAP | Buy | SNAP INC CL Astock | $4,000 | 0.0% | 300 | +200.0% | 0.00% | 0.0% |
NET | Buy | CLOUDFLARE INC CL A COMstock | $4,000 | -55.6% | 85 | +7.6% | 0.00% | -50.0% |
EBAY | EBAY INC. COMstock | $4,000 | -20.0% | 88 | 0.0% | 0.00% | 0.0% | |
DOW | DOW INC COMstock | $4,000 | -20.0% | 75 | 0.0% | 0.00% | 0.0% | |
DKS | DICKS SPORTING GOODS INC COMstock | $4,000 | -20.0% | 50 | 0.0% | 0.00% | 0.0% | |
WTMF | WISDOMTREE MANAGED FUTURES STRATEGY FUNDetf | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
OSTK | New | OVERSTOCK COM INC DEL COMstock | $4,000 | – | 158 | +100.0% | 0.00% | – |
LAC | LITHIUM AMERS CORP NEW COM NEWstock | $4,000 | -50.0% | 200 | 0.0% | 0.00% | -40.0% | |
PWR | QUANTA SVCS INC COMstock | $4,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
EWZ | ISHARES MSCI BRAZIL ETFetf | $4,000 | -33.3% | 163 | 0.0% | 0.00% | -25.0% | |
OXY | Buy | OCCIDENTAL PETE CORP COMstock | $4,000 | +300.0% | 60 | +500.0% | 0.00% | +200.0% |
APPH | Buy | APPHARVEST INC COMstock | $4,000 | -20.0% | 1,215 | +21.1% | 0.00% | 0.0% |
PEY | INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETFetf | $4,000 | -20.0% | 216 | 0.0% | 0.00% | 0.0% | |
RGLD | ROYAL GOLD INC COMstock | $4,000 | -20.0% | 35 | 0.0% | 0.00% | 0.0% | |
OCUL | OCULAR THERAPEUTIX INC COMstock | $4,000 | -20.0% | 1,075 | 0.0% | 0.00% | 0.0% | |
HAYW | HAYWARD HLDGS INC COMstock | $4,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
HPQ | Buy | HP INC COMstock | $4,000 | 0.0% | 123 | +0.8% | 0.00% | 0.0% |
YUM | YUM BRANDS INC COMstock | $4,000 | -20.0% | 38 | 0.0% | 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% | |
POST | POST HLDGS INC COMstock | $3,000 | +50.0% | 32 | 0.0% | 0.00% | +100.0% | |
ADM | Sell | ARCHER DANIELS MIDLAND CO COMstock | $3,000 | -83.3% | 37 | -81.2% | 0.00% | -83.3% |
BBY | BEST BUY INC COMstock | $3,000 | -40.0% | 50 | 0.0% | 0.00% | -33.3% | |
X | UNITED STATES STL CORP NEW COMstock | $3,000 | -57.1% | 185 | 0.0% | 0.00% | -60.0% | |
SIRI | SIRIUS XM HOLDINGS INC COMstock | $3,000 | 0.0% | 512 | 0.0% | 0.00% | 0.0% | |
EVGO | Sell | EVGO INC CL A COMstock | $3,000 | -66.7% | 487 | -33.9% | 0.00% | -66.7% |
AZEK | AZEK CO INC CL Astock | $3,000 | -25.0% | 150 | 0.0% | 0.00% | -33.3% | |
XLV | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $3,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
FTSM | FIRST TRUST ENHANCED SHORT MATURITY ETFetf | $3,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% | |
VIAV | VIAVI SOLUTIONS INC COMstock | $3,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
HYS | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUNDetf | $3,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% | |
GVA | GRANITE CONSTR INC COMstock | $3,000 | -25.0% | 116 | 0.0% | 0.00% | -33.3% | |
SIG | New | SIGNET JEWELERS LIMITED SHSstock | $3,000 | – | 50 | +100.0% | 0.00% | – |
LIT | GLOBAL X LITHIUM & BATTERY TECH ETFetf | $3,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
RBLX | ROBLOX CORP CL Astock | $3,000 | -40.0% | 102 | 0.0% | 0.00% | -33.3% | |
WELL | WELLTOWER INC COMreit | $3,000 | -25.0% | 42 | 0.0% | 0.00% | -33.3% | |
FISV | FISERV INC COMstock | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
ZS | Buy | ZSCALER INC COMstock | $3,000 | +50.0% | 20 | +185.7% | 0.00% | +100.0% |
PH | PARKER-HANNIFIN CORP COMstock | $3,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
BNTX | BIONTECH SE SPONSORED ADSadr | $3,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
FTSL | FIRST TRUST SENIOR LOAN FUNDetf | $1,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
MNST | MONSTER BEVERAGE CORP NEW COMstock | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
NRG | NRG ENERGY INC COM NEWstock | $2,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% | |
MBUU | New | MALIBU BOATS INC COM CL Astock | $1,000 | – | 25 | +100.0% | 0.00% | – |
LYFT | LYFT INC CL A COMstock | $1,000 | -75.0% | 100 | 0.0% | 0.00% | -66.7% | |
NWN | NORTHWEST NAT HLDG CO COMstock | $1,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
LAZR | LUMINAR TECHNOLOGIES INC COM CL Astock | $1,000 | -50.0% | 100 | 0.0% | 0.00% | 0.0% | |
LUMN | LUMEN TECHNOLOGIES INC COMstock | $2,000 | 0.0% | 192 | 0.0% | 0.00% | 0.0% | |
LULU | Sell | LULULEMON ATHLETICA INC COMstock | $1,000 | -66.7% | 3 | -62.5% | 0.00% | -50.0% |
LTHM | Sell | LIVENT CORP COMstock | $1,000 | -66.7% | 50 | -50.0% | 0.00% | -50.0% |
OPEN | OPENDOOR TECHNOLOGIES INC COMstock | $2,000 | -50.0% | 450 | 0.0% | 0.00% | -66.7% | |
OGN | ORGANON & CO COMMON STOCKstock | $1,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
ORION OFFICE REIT INC COMreit | $1,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | ||
LYV | New | LIVE NATION ENTERTAINMENT INC COMstock | $1,000 | – | 10 | +100.0% | 0.00% | – |
KR | New | KROGER CO COMstock | $1,000 | – | 30 | +100.0% | 0.00% | – |
PFGC | PERFORMANCE FOOD GROUP CO COMstock | $2,000 | -33.3% | 53 | 0.0% | 0.00% | -50.0% | |
JD | JD.COM INC SPON ADR CL Aadr | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
IEMG | Buy | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $2,000 | 0.0% | 45 | +2.3% | 0.00% | 0.0% |
New | PORTILLOS INC COM CL Astock | $1,000 | – | 50 | +100.0% | 0.00% | – | |
ITA | ISHARES U.S. AEROSPACE & DEFENSE ETFetf | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
IYF | ISHARES U.S. FINANCIALS ETFetf | $1,000 | -50.0% | 20 | 0.0% | 0.00% | 0.0% | |
SOXX | Sell | ISHARES SEMICONDUCTOR FUNDetf | $2,000 | -66.7% | 5 | -58.3% | 0.00% | -75.0% |
PEG | Sell | PUBLIC SVC ENTERPRISE GRP INC COMstock | $2,000 | -83.3% | 35 | -78.9% | 0.00% | -87.5% |
PUBM | PUBMATIC INC COM CL Astock | $2,000 | -33.3% | 100 | 0.0% | 0.00% | -50.0% | |
QS | QUANTUMSCAPE CORP COM CL Astock | $1,000 | -50.0% | 100 | 0.0% | 0.00% | 0.0% | |
IRBT | IROBOT CORP COMstock | $2,000 | -33.3% | 48 | 0.0% | 0.00% | -50.0% | |
UUP | Sell | INVESCO DB US DOLLAR INDEX BULLISH FUNDetf | $1,000 | -95.5% | 40 | -95.2% | 0.00% | -92.9% |
QQQM | INVESCO NASDAQ 100 ETFetf | $1,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
New | ROBINHOOD MKTS INC COM CL Astock | $2,000 | – | 200 | +100.0% | 0.00% | – | |
PHO | INVESCO WATER RESOURCES ETFetf | $2,000 | -33.3% | 52 | 0.0% | 0.00% | -50.0% | |
ICE | INTERCONTINENTAL EXCHANGE INC COMstock | $1,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
HYZON MOTORS INC COM CL Astock | $1,000 | -50.0% | 300 | 0.0% | 0.00% | 0.0% | ||
HEXO | Buy | HEXO CORP COM NEWstock | $1,000 | 0.0% | 4,000 | +100.0% | 0.00% | 0.0% |
HPE | HEWLETT PACKARD ENTERPRISE CO COMstock | $2,000 | 0.0% | 115 | 0.0% | 0.00% | 0.0% | |
GRX | Buy | GABELLI HLTHCARE & WELLNESS TR SHScef | $1,000 | 0.0% | 113 | +0.9% | 0.00% | 0.0% |
FCEL | Sell | FUELCELL ENERGY INC COMstock | $1,000 | -87.5% | 300 | -77.4% | 0.00% | -80.0% |
FCX | FREEPORT-MCMORAN INC CL Bstock | $2,000 | -33.3% | 52 | 0.0% | 0.00% | -50.0% | |
SLB | New | SCHLUMBERGER LTD COM STKstock | $2,000 | – | 50 | +100.0% | 0.00% | – |
FEN | FIRST TR ENERGY INCOME & GROWT COMcef | $2,000 | 0.0% | 123 | 0.0% | 0.00% | 0.0% | |
Sell | FEDERAL RLTY INVT TR NEW SH BEN INT NEWreit | $2,000 | -84.6% | 19 | -82.2% | 0.00% | -88.9% | |
EVBG | EVERBRIDGE INC COMstock | $1,000 | -50.0% | 50 | 0.0% | 0.00% | 0.0% | |
SONO | Sell | SONOS INC COMstock | $2,000 | -87.5% | 100 | -82.2% | 0.00% | -90.9% |
ETSY | ETSY INC COMstock | $1,000 | -50.0% | 20 | 0.0% | 0.00% | 0.0% | |
New | EMBECTA CORP COMMON STOCKstock | $1,000 | – | 33 | +100.0% | 0.00% | – | |
SLI | STANDARD LITHIUM LTD COMstock | $2,000 | -50.0% | 400 | 0.0% | 0.00% | -66.7% | |
NOVA | SUNNOVA ENERGY INTL INC. COMstock | $1,000 | -50.0% | 75 | 0.0% | 0.00% | 0.0% | |
DDOG | DATADOG INC CL A COMstock | $2,000 | -50.0% | 24 | 0.0% | 0.00% | -66.7% | |
TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $2,000 | -33.3% | 25 | 0.0% | 0.00% | -50.0% | |
TTWO | New | TAKE-TWO INTERACTIVE SOFTWARE COMstock | $1,000 | – | 12 | +100.0% | 0.00% | – |
DTE | Sell | DTE ENERGY CO COMstock | $2,000 | -80.0% | 16 | -78.7% | 0.00% | -85.7% |
TELESAT CORP CL A & CL B SHSstock | $1,000 | -50.0% | 100 | 0.0% | 0.00% | 0.0% | ||
TLRY | TILRAY BRANDS INC COM CL 2stock | $1,000 | -75.0% | 451 | 0.0% | 0.00% | -66.7% | |
CMPS | COMPASS PATHWAYS PLC SPONSORED ADSadr | $1,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
TZOO | TRAVELZOO COM NEWstock | $2,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
CLNE | CLEAN ENERGY FUELS CORP COMstock | $1,000 | -50.0% | 300 | 0.0% | 0.00% | 0.0% | |
PATH | Buy | UIPATH INC CL Astock | $1,000 | 0.0% | 75 | +50.0% | 0.00% | 0.0% |
CELH | Sell | CELSIUS HLDGS INC COM NEWstock | $2,000 | -66.7% | 25 | -75.0% | 0.00% | -75.0% |
UNG | New | UNITED STATES NATURAL GAS FUND, LPetf | $1,000 | – | 30 | +100.0% | 0.00% | – |
CAN | CANAAN INC SPONSORED ADSadr | $1,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
CZR | New | CAESARS ENTERTAINMENT INC NEW COMstock | $1,000 | – | 18 | +100.0% | 0.00% | – |
CVS | CVS HEALTH CORP COMstock | $1,000 | -50.0% | 15 | 0.0% | 0.00% | 0.0% | |
BLNK | Sell | BLINK CHARGING CO COMstock | $2,000 | -80.0% | 100 | -73.0% | 0.00% | -85.7% |
VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETFetf | $2,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
VEEV | VEEVA SYS INC CL A COMstock | $1,000 | 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% | |
BCS | BARCLAYS PLC ADRadr | $1,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% | |
SPCE | VIRGIN GALACTIC HOLDINGS INC COMstock | $1,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
VOD | VODAFONE GROUP PLC NEW SPONSORED ADRadr | $1,000 | 0.0% | 46 | 0.0% | 0.00% | 0.0% | |
VOLTA INC COM CL Astock | $1,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | ||
AVNS | AVANOS MED INC COMstock | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
ADSK | AUTODESK INC COMstock | $2,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
ATO | Sell | ATMOS ENERGY CORP COMstock | $2,000 | -80.0% | 20 | -77.0% | 0.00% | -85.7% |
ARWR | ARROWHEAD PHARMACEUTICALS INC COMstock | $1,000 | -50.0% | 40 | 0.0% | 0.00% | 0.0% | |
HIO | WESTERN ASSET HIGH INCOME OPPO COMcef | $1,000 | 0.0% | 143 | 0.0% | 0.00% | 0.0% | |
SNUG | MERLYN.AI TACTICAL GROWTH AND INCOME ETFetf | $2,000 | -33.3% | 100 | 0.0% | 0.00% | -50.0% | |
ABNB | AIRBNB INC COM CL Astock | $1,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
AFRM | AFFIRM HLDGS INC COM CL Astock | $2,000 | -60.0% | 100 | 0.0% | 0.00% | -66.7% | |
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 | $1,000 | -50.0% | 47 | 0.0% | 0.00% | 0.0% | |
ZBH | ZIMMER BIOMET HOLDINGS INC COMstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
ZTS | Sell | ZOETIS INC CL Astock | $2,000 | -80.0% | 10 | -81.8% | 0.00% | -85.7% |
ZM | ZOOM VIDEO COMMUNICATIONS INC CL Astock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
ATVI | ACTIVISION BLIZZARD INC COMstock | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
VAL | VALARIS LIMITED CL Astock | $1,000 | -50.0% | 34 | 0.0% | 0.00% | 0.0% | |
AMC | New | AMC ENTMT HLDGS INC CL A COMstock | $1,000 | – | 50 | +100.0% | 0.00% | – |
FVRR | Sell | FIVERR INTL LTD ORD SHSstock | $1,000 | -50.0% | 15 | -48.3% | 0.00% | 0.0% |
MELI | MERCADOLIBRE INC COMstock | $1,000 | 0.0% | 1 | 0.0% | 0.00% | 0.0% | |
MNMD | New | MIND MEDICINE MINDMED INC COMMON SHARESstock | $1,000 | – | 1,000 | +100.0% | 0.00% | – |
MLCO | New | MELCO RESORTS AND ENTMNT LTD ADRadr | $1,000 | – | 100 | +100.0% | 0.00% | – |
MHK | New | MOHAWK INDS INC COMstock | $1,000 | – | 10 | +100.0% | 0.00% | – |
BYND | BEYOND MEAT INC COMstock | $0 | – | 10 | 0.0% | 0.00% | – | |
BBBY | New | BED BATH & BEYOND INC COMstock | $0 | – | 50 | +100.0% | 0.00% | – |
DVN | Sell | DEVON ENERGY CORP NEW COMstock | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
CNDT | CONDUENT INC COMstock | $0 | – | 2 | 0.0% | 0.00% | – | |
Sell | SYLVAMO CORP COMMON STOCKstock | $0 | -100.0% | 6 | -64.7% | 0.00% | -100.0% | |
DXCM | Sell | DEXCOM INC COMstock | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
RIG | Sell | TRANSOCEAN LTD REG SHSstock | $0 | -100.0% | 50 | -95.0% | 0.00% | -100.0% |
CRNT | CERAGON NETWORKS LTD ORDstock | $0 | – | 100 | 0.0% | 0.00% | – | |
COLB | COLUMBIA BKG SYS INC COMstock | $0 | – | 11 | 0.0% | 0.00% | – | |
Buy | MICRO FOCUS INTL PLC SPON ADR NEWadr | $0 | – | 12 | +9.1% | 0.00% | – | |
EDIT | EDITAS MEDICINE INC COMstock | $0 | – | 10 | 0.0% | 0.00% | – | |
PENN | Exit | PENN NATL GAMING INC COMstock | $0 | – | -10 | -100.0% | 0.00% | – |
FREY | Exit | FREYR BATTERY SHSstock | $0 | – | 0 | +100.0% | 0.00% | – |
CHGG | CHEGG INC COMstock | $0 | – | 10 | 0.0% | 0.00% | – | |
EMAN | EMAGIN CORP COM NEWstock | $0 | – | 20 | 0.0% | 0.00% | – | |
ANY | SPHERE 3D CORP NEW COMstock | $0 | – | 200 | 0.0% | 0.00% | – | |
MRO | MARATHON OIL CORP COMstock | $0 | – | 3 | 0.0% | 0.00% | – | |
CVNA | Sell | CARVANA CO CL Astock | $0 | -100.0% | 10 | -75.0% | 0.00% | -100.0% |
SNOW | Sell | SNOWFLAKE INC CL Astock | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
CGC | CANOPY GROWTH CORP COMstock | $0 | -100.0% | 170 | 0.0% | 0.00% | -100.0% | |
SWBI | SMITH & WESSON BRANDS INC COMstock | $0 | – | 20 | 0.0% | 0.00% | – | |
New | VACASA INC CLASS A COMstock | $0 | – | 100 | +100.0% | 0.00% | – | |
FTCH | Exit | FARFETCH LTD ORD SH CL Astock | $0 | – | -25 | -100.0% | 0.00% | – |
CWH | CAMPING WORLD HLDGS INC CL Astock | $0 | – | 5 | 0.0% | 0.00% | – | |
MAT | Buy | MATTEL INC COMstock | $0 | – | 20 | +100.0% | 0.00% | – |
VEA | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $0 | – | 3 | 0.0% | 0.00% | – | |
FV | Sell | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETFetf | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
VWO | VANGUARD FTSE EMERGING MARKETS ETFetf | $0 | – | 3 | 0.0% | 0.00% | – | |
FSR | New | FISKER INC CL A COM STKstock | $0 | – | 40 | +100.0% | 0.00% | – |
FVE | ALERISLIFE INC COM NEWstock | $0 | – | 57 | 0.0% | 0.00% | – | |
ENSV | Exit | ENSERVCO CORP COM NEWstock | $0 | – | -100 | -100.0% | 0.00% | – |
SCHV | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $0 | – | 4 | 0.0% | 0.00% | – | |
SABR | SABRE CORP COMstock | $0 | -100.0% | 50 | 0.0% | 0.00% | -100.0% | |
BIDU | BAIDU INC SPON ADR REP Aadr | $0 | – | 1 | 0.0% | 0.00% | – | |
FLGT | FULGENT GENETICS INC COMstock | $0 | – | 5 | 0.0% | 0.00% | – | |
VTRS | VIATRIS INC COMstock | $0 | – | 19 | 0.0% | 0.00% | – | |
HOLX | Sell | HOLOGIC INC COMstock | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
AX | AXOS FINANCIAL INC COMstock | $0 | – | 5 | 0.0% | 0.00% | – | |
VSTO | New | VISTA OUTDOOR INC COMstock | $0 | – | 10 | +100.0% | 0.00% | – |
IIPR | INNOVATIVE INDL PPTYS INC COMreit | $0 | – | 1 | 0.0% | 0.00% | – | |
ARVL | Exit | ARRIVAL GROUP SHSstock | $0 | – | -100 | -100.0% | 0.00% | – |
NVCR | Exit | NOVOCURE LTD ORD SHSstock | $0 | – | -1 | -100.0% | 0.00% | – |
WAB | Sell | WABTEC COMstock | $0 | -100.0% | 2 | -90.5% | 0.00% | -100.0% |
ASTR | ASTRA SPACE INC COM CL Astock | $0 | -100.0% | 170 | 0.0% | 0.00% | -100.0% | |
FUV | ARCIMOTO INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
RMO | Sell | ROMEO POWER INC COMstock | $0 | -100.0% | 500 | -50.0% | 0.00% | -100.0% |
ROCKET LAB USA INC COMstock | $0 | -100.0% | 100 | 0.0% | 0.00% | -100.0% | ||
IONQ INC COMstock | $0 | -100.0% | 50 | 0.0% | 0.00% | -100.0% | ||
UPRO | PROSHARES ULTRAPRO S&P 500etf | $0 | -100.0% | 10 | 0.0% | 0.00% | -100.0% | |
BABA | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $0 | – | 1 | 0.0% | 0.00% | – | |
TROW | New | PRICE T ROWE GROUP INC COMstock | $0 | – | 2 | +100.0% | 0.00% | – |
New | POLESTAR AUTOMOTIVE HLDG UK ADS Aadr | $0 | – | 50 | +100.0% | 0.00% | – | |
XRX | XEROX HOLDINGS CORP COM NEWstock | $0 | – | 3 | 0.0% | 0.00% | – | |
KNDI | Sell | KANDI TECHNOLOGIES GROUP INC COMstock | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
New | ZIMVIE INC COMstock | $0 | – | 1 | +100.0% | 0.00% | – | |
KIRK | KIRKLANDS INC COMstock | $0 | -100.0% | 100 | 0.0% | 0.00% | -100.0% | |
ZUO | ZUORA INC COM CL Astock | $0 | – | 20 | 0.0% | 0.00% | – | |
PKI | Sell | PERKINELMER INC COMstock | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
ACN | Sell | ACCENTURE PLC IRELAND SHS CLASS Astock | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
CMCL | CALEDONIA MNG CORP PLC SHS NEWstock | $0 | – | 20 | 0.0% | 0.00% | – | |
KHC | KRAFT HEINZ CO COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
AVAV | AEROVIRONMENT INC COMstock | $0 | – | 3 | 0.0% | 0.00% | – | |
ARKF | ARK FINTECH INNOVATION ETFetf | $0 | – | 2 | 0.0% | 0.00% | – | |
KYNDRYL HLDGS INC COMMON STOCKstock | $0 | -100.0% | 47 | 0.0% | 0.00% | -100.0% | ||
ORGANIGRAM HLDGS INC COMstock | $0 | – | 165 | 0.0% | 0.00% | – | ||
EXK | Exit | ENDEAVOUR SILVER CORP COMstock | $0 | – | -5 | -100.0% | 0.00% | – |
DTM | Sell | DT MIDSTREAM INC COMMON STOCKstock | $0 | -100.0% | 4 | -87.9% | 0.00% | -100.0% |
GRMN | GARMIN LTD SHSstock | $0 | – | 3 | 0.0% | 0.00% | – | |
DXC | DXC TECHNOLOGY CO COMstock | $0 | – | 8 | 0.0% | 0.00% | – | |
CLXPF | CYBIN INC COMstock | $0 | – | 500 | 0.0% | 0.00% | – | |
PLAY | DAVE & BUSTERS ENTMT INC COMstock | $0 | – | 10 | 0.0% | 0.00% | – | |
SKIN | Sell | THE BEAUTY HEALTH COMPANY COM CL Astock | $0 | -100.0% | 25 | -75.0% | 0.00% | -100.0% |
NEM | Exit | NEWMONT CORP COMstock | $0 | – | -17 | -100.0% | -0.00% | – |
SE | Exit | SEA LTD SPONSORD ADSadr | $0 | – | -20 | -100.0% | -0.00% | – |
AGNC | Exit | AGNC INVT CORP COMreit | $0 | – | -120 | -100.0% | -0.00% | – |
PRTY | Exit | PARTY CITY HOLDCO INC COMstock | $0 | – | -300 | -100.0% | -0.00% | – |
FSLY | Exit | FASTLY INC CL Astock | $0 | – | -100 | -100.0% | -0.00% | – |
GTE | Exit | GRAN TIERRA ENERGY INC COMstock | $0 | – | -700 | -100.0% | -0.00% | – |
HTZZ | Exit | HERTZ GLOBAL HLDGS INC COM NEWstock | $0 | – | -50 | -100.0% | -0.00% | – |
APA | Exit | APA CORPORATION COMstock | $0 | – | -30 | -100.0% | -0.00% | – |
TRVG | Exit | TRIVAGO N V SPON ADS A SHSadr | $0 | – | -250 | -100.0% | -0.00% | – |
ZNGA | Exit | ZYNGA INC CL Astock | $0 | – | -70 | -100.0% | -0.00% | – |
DRIV | Exit | GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETFetf | $0 | – | -70 | -100.0% | -0.00% | – |
SYNH | Exit | SYNEOS HEALTH INC CL Astock | $0 | – | -160 | -100.0% | -0.00% | – |
GPS | Exit | GAP INC COMstock | $0 | – | -200 | -100.0% | -0.00% | – |
JETS | Exit | U.S. GLOBAL JETS ETFetf | $0 | – | -151 | -100.0% | -0.00% | – |
JMIA | Exit | JUMIA TECHNOLOGIES AG SPONSORED ADSadr | $0 | – | -314 | -100.0% | -0.00% | – |
FSTR | Exit | FOSTER L B CO COMstock | $0 | – | -300 | -100.0% | -0.00% | – |
EXC | Exit | EXELON CORP COMstock | $0 | – | -113 | -100.0% | -0.00% | – |
WPM | Exit | WHEATON PRECIOUS METALS CORP COMstock | $0 | – | -100 | -100.0% | -0.00% | – |
HYXF | Exit | ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETFetf | $0 | – | -126 | -100.0% | -0.00% | – |
FNY | Exit | FIRST TRUST MID CAP GROWTH ALPHADEX FUNDetf | $0 | – | -104 | -100.0% | -0.01% | – |
XEL | Exit | XCEL ENERGY INC COMstock | $0 | – | -110 | -100.0% | -0.01% | – |
FBT | Exit | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUNDetf | $0 | – | -45 | -100.0% | -0.01% | – |
SCHO | Exit | SCHWAB SHORT-TERM U.S. TREASURY ETFetf | $0 | – | -150 | -100.0% | -0.01% | – |
DIVO | Exit | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETFetf | $0 | – | -280 | -100.0% | -0.01% | – |
EIX | Exit | EDISON INTL COMstock | $0 | – | -169 | -100.0% | -0.01% | – |
FDN | Exit | FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDXetf | $0 | – | -124 | -100.0% | -0.02% | – |
SMB | Exit | VANECK SHORT MUNI ETFetf | $0 | – | -3,000 | -100.0% | -0.03% | – |
PBCT | Exit | PEOPLES UNITED FINANCIAL INC COMstock | $0 | – | -4,712 | -100.0% | -0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-05
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.