$126 Million is the total value of Clearview Wealth Advisors LLC's 633 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 23.4% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SCHD | Buy | SCHWAB US DIVIDEND EQUITY ETFetf | $14,290,000 | +2.8% | 215,117 | +10.8% | 11.33% | +8.8% |
SPLG | Buy | SPDR PORTFOLIO S&P 500 ETFetf | $14,016,000 | +0.7% | 333,802 | +6.4% | 11.11% | +6.6% |
ESGU | Buy | ISHARES ESG AWARE MSCI USA ETFetf | $9,664,000 | -2.3% | 121,693 | +3.2% | 7.66% | +3.4% |
GOVT | Buy | ISHARES U.S. TREASURY BOND ETFetf | $7,865,000 | +8.1% | 345,577 | +13.5% | 6.23% | +14.4% |
SCHZ | Buy | SCHWAB US AGGREGATE BOND ETFetf | $6,308,000 | -3.2% | 139,217 | +2.3% | 5.00% | +2.4% |
IUSB | Sell | ISHARES CORE TOTAL USD BOND MARKET ETFetf | $4,128,000 | -7.3% | 92,756 | -2.5% | 3.27% | -1.9% |
EFV | Sell | ISHARES MSCI EAFE VALUE ETFetf | $3,530,000 | -22.2% | 91,612 | -12.4% | 2.80% | -17.7% |
EFG | Buy | ISHARES MSCI EAFE GROWTH ETFetf | $3,179,000 | +29.9% | 43,813 | +44.1% | 2.52% | +37.4% |
SCHP | Sell | SCHWAB US TIPS ETFetf | $2,673,000 | -30.8% | 51,593 | -25.5% | 2.12% | -26.8% |
EELV | Buy | INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETFetf | $2,264,000 | -4.1% | 107,880 | +6.2% | 1.80% | +1.4% |
CVX | Buy | CHEVRON CORP NEW COMstock | $2,089,000 | +0.7% | 14,541 | +1.5% | 1.66% | +6.6% |
FALN | Sell | ISHARES FALLEN ANGELS USD BOND ETFetf | $1,833,000 | -23.6% | 76,681 | -21.3% | 1.45% | -19.2% |
MSFT | MICROSOFT CORP COMstock | $1,812,000 | -9.3% | 7,778 | 0.0% | 1.44% | -4.1% | |
MBB | Sell | ISHARES MBS ETFetf | $1,715,000 | -8.5% | 18,726 | -2.7% | 1.36% | -3.3% |
USMV | Buy | ISHARES MSCI USA MIN VOL FACTOR ETFetf | $1,537,000 | +20.8% | 23,252 | +28.3% | 1.22% | +27.8% |
AAPL | Buy | APPLE INC COMstock | $1,284,000 | +2.0% | 9,293 | +0.9% | 1.02% | +8.0% |
SPSB | Buy | SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFetf | $1,248,000 | -1.0% | 42,718 | +0.7% | 0.99% | +4.7% |
IJR | Buy | ISHARES CORE S&P SMALL CAP ETFetf | $1,215,000 | +380.2% | 13,933 | +409.6% | 0.96% | +406.8% |
BAC | Buy | BK OF AMERICA CORP COMstock | $1,168,000 | -0.3% | 38,674 | +2.7% | 0.93% | +5.5% |
ABT | Buy | ABBOTT LABS COMstock | $1,112,000 | -9.7% | 11,490 | +1.3% | 0.88% | -4.6% |
COMT | Sell | ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETFetf | $1,087,000 | -18.9% | 30,439 | -7.0% | 0.86% | -14.1% |
HDV | Sell | ISHARES CORE HIGH DIVIDEND ETFetf | $1,068,000 | -25.2% | 11,697 | -17.8% | 0.85% | -20.8% |
JNJ | Buy | JOHNSON & JOHNSON COMstock | $910,000 | -5.8% | 5,567 | +2.3% | 0.72% | -0.4% |
ABBV | Buy | ABBVIE INC COMstock | $889,000 | -9.6% | 6,623 | +3.2% | 0.70% | -4.2% |
JPM | Buy | JPMORGAN CHASE & CO COMstock | $850,000 | -5.9% | 8,135 | +1.4% | 0.67% | -0.3% |
PNC | Buy | PNC FINL SVCS GROUP INC COMstock | $791,000 | -1.9% | 5,290 | +3.6% | 0.63% | +3.8% |
WMT | Buy | WALMART INC COMstock | $768,000 | +8.6% | 5,924 | +1.8% | 0.61% | +14.9% |
BMY | Buy | BRISTOL-MYERS SQUIBB CO COMstock | $768,000 | -7.6% | 10,802 | +0.1% | 0.61% | -2.2% |
NUE | Buy | NUCOR CORP COMstock | $762,000 | +6.1% | 7,121 | +3.5% | 0.60% | +12.3% |
NSC | Buy | NORFOLK SOUTHN CORP COMstock | $749,000 | -4.6% | 3,571 | +3.4% | 0.59% | +1.0% |
LMT | Sell | LOCKHEED MARTIN CORP COMstock | $729,000 | -11.1% | 1,886 | -1.0% | 0.58% | -5.9% |
PEP | Buy | PEPSICO INC COMstock | $670,000 | +0.6% | 4,104 | +2.7% | 0.53% | +6.4% |
WM | Buy | WASTE MGMT INC DEL COMstock | $656,000 | +8.4% | 4,094 | +3.5% | 0.52% | +14.8% |
ICVT | Sell | ISHARES CONVERTIBLE BOND ETFetf | $652,000 | -31.2% | 9,460 | -30.8% | 0.52% | -27.2% |
MCD | Buy | MCDONALDS CORP COMstock | $651,000 | -5.2% | 2,819 | +1.3% | 0.52% | +0.2% |
QCOM | Buy | QUALCOMM INC COMstock | $637,000 | -10.0% | 5,635 | +1.7% | 0.50% | -4.7% |
IVV | Sell | ISHARES CORE S&P 500 ETFetf | $633,000 | -5.9% | 1,764 | -0.6% | 0.50% | -0.4% |
COST | Sell | COSTCO WHSL CORP NEW COMstock | $609,000 | -11.1% | 1,289 | -9.8% | 0.48% | -5.8% |
CSCO | Buy | CISCO SYS INC COMstock | $604,000 | -2.9% | 15,099 | +3.4% | 0.48% | +2.8% |
PFE | Buy | PFIZER INC COMstock | $560,000 | -14.1% | 12,789 | +2.8% | 0.44% | -9.0% |
MRK | Buy | MERCK & CO INC COMstock | $541,000 | -2.3% | 6,283 | +3.4% | 0.43% | +3.4% |
SPLV | Sell | INVESCO S&P 500 LOW VOLATILITY ETFetf | $537,000 | -11.4% | 9,279 | -5.1% | 0.43% | -6.2% |
HEGD | Sell | SWAN HEDGED EQUITY US LARGE CAP ETFetf | $536,000 | -8.4% | 31,865 | -7.2% | 0.42% | -3.0% |
MTB | Sell | M & T BK CORP COMstock | $517,000 | +4.2% | 2,930 | -5.8% | 0.41% | +10.2% |
GIS | Buy | GENERAL MLS INC COMstock | $508,000 | +4.3% | 6,635 | +2.9% | 0.40% | +10.4% |
LEG | Buy | LEGGETT & PLATT INC COMstock | $508,000 | -0.4% | 15,290 | +3.6% | 0.40% | +5.5% |
AMZN | Sell | AMAZON COM INC COMstock | $500,000 | +4.6% | 4,421 | -1.8% | 0.40% | +10.6% |
PG | Buy | PROCTER AND GAMBLE CO COMstock | $494,000 | -9.5% | 3,910 | +3.0% | 0.39% | -4.2% |
Sell | WISDOMTREE FLOATING RATE TREASURY FUNDetf | $469,000 | -22.2% | 9,328 | -22.2% | 0.37% | -17.7% | |
EMR | Buy | EMERSON ELEC CO COMstock | $462,000 | -4.7% | 6,312 | +3.5% | 0.37% | +0.8% |
CB | Buy | CHUBB LIMITED COMstock | $459,000 | -4.4% | 2,524 | +3.4% | 0.36% | +1.1% |
HNDL | Sell | STRATEGY SHARES NASDAQ 7HANDL INDEX ETFetf | $454,000 | -9.4% | 23,663 | -2.6% | 0.36% | -4.0% |
KMI | Buy | KINDER MORGAN INC DEL COMstock | $448,000 | +2.5% | 26,909 | +3.2% | 0.36% | +8.6% |
HON | Buy | HONEYWELL INTL INC COMstock | $444,000 | -0.7% | 2,659 | +3.4% | 0.35% | +5.1% |
WPC | Buy | WP CAREY INC COMreit | $426,000 | -12.9% | 6,100 | +3.4% | 0.34% | -7.7% |
DE | Buy | DEERE & CO COMstock | $413,000 | +15.4% | 1,238 | +3.7% | 0.33% | +22.0% |
PPL | Buy | PPL CORP COMstock | $403,000 | -3.4% | 15,888 | +3.5% | 0.32% | +2.2% |
INTC | Buy | INTEL CORP COMstock | $389,000 | -28.9% | 15,097 | +3.3% | 0.31% | -24.9% |
TEL | New | TE CONNECTIVITY LTD SHSstock | $386,000 | – | 3,495 | +100.0% | 0.31% | – |
DGRW | Sell | WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDetf | $351,000 | -8.6% | 6,502 | -3.0% | 0.28% | -3.5% |
SCHI | Buy | SCHWAB 5-10 YEAR CORPORATE BOND ETFetf | $338,000 | +3655.6% | 8,034 | +4106.3% | 0.27% | +3728.6% |
KMB | Buy | KIMBERLY-CLARK CORP COMstock | $327,000 | -13.9% | 2,904 | +3.2% | 0.26% | -9.1% |
SHYG | Sell | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFetf | $314,000 | -10.5% | 7,851 | -9.4% | 0.25% | -5.3% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $311,000 | +0.6% | 1,166 | +3.0% | 0.25% | +6.9% |
T | Sell | AT&T INC COMstock | $300,000 | -27.0% | 19,565 | -0.3% | 0.24% | -22.7% |
SCHJ | Sell | SCHWAB 1-5 YEAR CORPORATE BOND ETFetf | $299,000 | -29.0% | 6,466 | -27.0% | 0.24% | -24.8% |
ACWI | ISHARES MSCI ACWI ETFetf | $291,000 | -7.0% | 3,733 | 0.0% | 0.23% | -1.3% | |
CI | CIGNA CORP NEW COMstock | $286,000 | +5.5% | 1,030 | 0.0% | 0.23% | +11.8% | |
IFRA | Sell | ISHARES U.S. INFRASTRUCTURE ETFetf | $282,000 | -56.5% | 8,745 | -54.1% | 0.22% | -53.9% |
COP | Buy | CONOCOPHILLIPS COMstock | $282,000 | +14.6% | 2,753 | +0.4% | 0.22% | +21.7% |
XLP | Sell | CONSUMER STAPLES SELECT SECTOR SPDR FUNDetf | $278,000 | -12.9% | 4,158 | -5.8% | 0.22% | -7.9% |
NEAR | Sell | BLACKROCK SHORT MATURITY BOND ETFetf | $274,000 | -10.5% | 5,562 | -10.5% | 0.22% | -5.2% |
BIL | Buy | SPDR BLOOMBERG 1-3 MONTH T-BILL ETFetf | $263,000 | +331.1% | 2,870 | +328.4% | 0.21% | +352.2% |
SPIB | Sell | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFetf | $251,000 | -9.7% | 8,025 | -5.7% | 0.20% | -4.3% |
NVDA | Buy | NVIDIA CORPORATION COMstock | $237,000 | -17.4% | 1,951 | +3.1% | 0.19% | -12.6% |
XLE | Sell | ENERGY SELECT SECTOR SPDR FUNDetf | $234,000 | -71.6% | 3,244 | -71.9% | 0.18% | -70.1% |
QUAL | Buy | ISHARES MSCI USA QUALITY FACTOR ETFetf | $233,000 | -6.4% | 2,239 | +0.5% | 0.18% | -1.1% |
SRLN | Sell | SPDR BLACKSTONE SENIOR LOAN ETFetf | $219,000 | -10.6% | 5,363 | -8.9% | 0.17% | -5.4% |
Buy | DUTCH BROS INC CL Astock | $219,000 | +56.4% | 7,035 | +59.3% | 0.17% | +65.7% | |
HD | Buy | HOME DEPOT INC COMstock | $216,000 | +2.4% | 781 | +1.6% | 0.17% | +8.2% |
VLUE | Sell | ISHARES MSCI USA VALUE FACTOR ETFetf | $216,000 | -21.5% | 2,632 | -13.3% | 0.17% | -17.0% |
GOOGL | Buy | ALPHABET INC CAP STK CL Astock | $214,000 | -12.3% | 2,240 | +1900.0% | 0.17% | -7.1% |
AOK | Sell | ISHARES CORE CONSERVATIVE ALLOCATION ETFetf | $206,000 | -7.6% | 6,310 | -2.0% | 0.16% | -2.4% |
FLOT | ISHARES FLOATING RATE BOND ETFetf | $201,000 | +0.5% | 4,000 | 0.0% | 0.16% | +6.0% | |
FLRN | SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETFetf | $201,000 | +0.5% | 6,645 | 0.0% | 0.16% | +6.0% | |
WIZ | Sell | ALPHA ARCHITECT MERLYN.AI BULL-RIDER BEAR-FIGHTER ETFetf | $200,000 | -22.2% | 7,057 | -15.8% | 0.16% | -17.6% |
XOM | Buy | EXXON MOBIL CORP COMstock | $191,000 | +2.7% | 2,187 | +0.8% | 0.15% | +8.6% |
VRP | Sell | INVESCO VARIABLE RATE PREFERRED ETFetf | $180,000 | -16.7% | 8,203 | -15.9% | 0.14% | -11.7% |
FDL | Sell | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDetf | $179,000 | -12.7% | 5,578 | -4.0% | 0.14% | -7.8% |
WFC | Sell | WELLS FARGO CO NEW COMstock | $151,000 | +0.7% | 3,754 | -1.7% | 0.12% | +7.1% |
KO | Buy | COCA COLA CO COMstock | $151,000 | -10.7% | 2,691 | +0.1% | 0.12% | -5.5% |
VIG | VANGUARD DIVIDEND APPRECIATION ETFetf | $146,000 | -5.8% | 1,083 | 0.0% | 0.12% | 0.0% | |
XSOE | Sell | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDetf | $142,000 | -34.6% | 5,780 | -23.5% | 0.11% | -30.7% |
SCHA | Sell | SCHWAB U.S. SMALL-CAP ETFetf | $133,000 | -24.0% | 3,509 | -21.7% | 0.10% | -19.8% |
SBUX | Buy | STARBUCKS CORP COMstock | $129,000 | +11.2% | 1,525 | +0.1% | 0.10% | +17.2% |
STIP | Sell | ISHARES 0-5 YEAR TIPS BOND ETFetf | $129,000 | -16.8% | 1,339 | -12.1% | 0.10% | -12.1% |
WERN | Buy | WERNER ENTERPRISES INC COMstock | $127,000 | -2.3% | 3,388 | +0.3% | 0.10% | +4.1% |
SPY | Buy | SPDR S&P 500 ETF TRUSTetf | $122,000 | +3.4% | 342 | +9.6% | 0.10% | +10.2% |
QTUM | Buy | DEFIANCE QUANTUM ETFetf | $121,000 | -8.3% | 3,343 | +2.4% | 0.10% | -3.0% |
TLH | Sell | ISHARES 10-20 YEAR TREASURY BOND ETFetf | $118,000 | -12.6% | 1,085 | -3.1% | 0.09% | -6.9% |
V | Sell | VISA INC COM CL Astock | $119,000 | -13.8% | 670 | -4.4% | 0.09% | -8.7% |
ESGE | Buy | ISHARES ESG AWARE MSCI EM ETFetf | $115,000 | -8.0% | 4,161 | +7.9% | 0.09% | -3.2% |
BA | Sell | BOEING CO COMstock | $113,000 | -15.7% | 934 | -4.8% | 0.09% | -10.0% |
AB | Sell | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNstock | $111,000 | -21.3% | 3,178 | -6.2% | 0.09% | -17.0% |
GBIL | Sell | GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETFetf | $110,000 | -14.1% | 1,100 | -14.1% | 0.09% | -9.4% |
HSY | Buy | HERSHEY CO COMstock | $108,000 | +2.9% | 490 | +0.2% | 0.09% | +8.9% |
EINC | Buy | VANECK ENERGY INCOME ETFetf | $108,000 | -0.9% | 1,901 | +0.5% | 0.09% | +4.9% |
EUSB | Sell | ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETFetf | $107,000 | -8.5% | 2,558 | -4.1% | 0.08% | -3.4% |
MUB | Sell | ISHARES NATIONAL MUNI BOND ETFetf | $105,000 | -41.7% | 1,020 | -39.8% | 0.08% | -38.5% |
CDC | Sell | VICTORYSHARES US EQ INCOME ENHANCED VOLATILITY WTD ETFetf | $104,000 | -16.1% | 1,752 | -7.0% | 0.08% | -11.8% |
F | Buy | FORD MTR CO DEL COMstock | $104,000 | +13.0% | 9,290 | +12.6% | 0.08% | +18.8% |
O | Buy | REALTY INCOME CORP COMreit | $101,000 | -14.4% | 1,736 | +0.5% | 0.08% | -9.1% |
USIG | Sell | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETFetf | $100,000 | -9.1% | 2,085 | -3.1% | 0.08% | -3.7% |
LGLV | Buy | SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETFetf | $99,000 | -5.7% | 805 | +0.5% | 0.08% | -1.3% |
STAG | Sell | STAG INDL INC COMreit | $98,000 | -18.3% | 3,448 | -11.4% | 0.08% | -13.3% |
DG | Sell | DOLLAR GEN CORP NEW COMstock | $98,000 | -5.8% | 410 | -3.5% | 0.08% | 0.0% |
VYM | Sell | VANGUARD HIGH DIVIDEND YIELD INDEX ETFetf | $98,000 | -8.4% | 1,032 | -1.9% | 0.08% | -2.5% |
KBWB | Buy | INVESCO KBW BANK ETFetf | $96,000 | -5.0% | 1,962 | +0.4% | 0.08% | 0.0% |
WVVI | WILLAMETTE VY VINEYARD INC COMstock | $96,000 | -2.0% | 15,574 | 0.0% | 0.08% | +4.1% | |
IVW | ISHARES S&P 500 GROWTH ETFetf | $94,000 | -4.1% | 1,624 | 0.0% | 0.08% | +2.7% | |
UNH | UNITEDHEALTH GROUP INC COMstock | $95,000 | -2.1% | 188 | 0.0% | 0.08% | +2.7% | |
SO | Buy | SOUTHERN CO COMstock | $95,000 | -5.0% | 1,401 | +0.1% | 0.08% | 0.0% |
FTEC | Sell | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFetf | $93,000 | -13.9% | 1,023 | -8.2% | 0.07% | -8.6% |
FB | META PLATFORMS INC CL Astock | $93,000 | -16.2% | 688 | 0.0% | 0.07% | -10.8% | |
C | Buy | CITIGROUP INC COM NEWstock | $90,000 | -1.1% | 2,157 | +9.0% | 0.07% | +4.4% |
TSCO | TRACTOR SUPPLY CO COMstock | $90,000 | -4.3% | 483 | 0.0% | 0.07% | +1.4% | |
IYW | Sell | ISHARES U.S. TECHNOLOGY ETFetf | $87,000 | -18.7% | 1,180 | -12.0% | 0.07% | -13.8% |
ED | Sell | CONSOLIDATED EDISON INC COMstock | $84,000 | -16.0% | 982 | -6.5% | 0.07% | -10.7% |
RTX | Buy | RAYTHEON TECHNOLOGIES CORP COMstock | $85,000 | +7.6% | 1,037 | +26.3% | 0.07% | +13.6% |
DGRO | Sell | ISHARES CORE DIVIDEND GROWTH ETFetf | $81,000 | -40.4% | 1,829 | -36.1% | 0.06% | -37.3% |
IXG | Sell | ISHARES GLOBAL FINANCIALS ETFetf | $79,000 | -24.0% | 1,283 | -18.7% | 0.06% | -19.2% |
Sell | GENERAL ELECTRIC CO COM NEWstock | $80,000 | -3.6% | 1,293 | -0.9% | 0.06% | +1.6% | |
MMIN | Sell | IQ MACKAY MUNICIPAL INSURED ETFetf | $80,000 | -32.2% | 3,500 | -28.3% | 0.06% | -28.4% |
BX | Sell | BLACKSTONE INC COMstock | $78,000 | -17.9% | 929 | -10.4% | 0.06% | -12.7% |
Buy | SHELL PLC SPON ADSadr | $76,000 | -3.8% | 1,525 | +0.7% | 0.06% | +1.7% | |
ROBO | ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETFetf | $75,000 | -8.5% | 1,819 | 0.0% | 0.06% | -3.3% | |
TSLA | Buy | TESLA INC COMstock | $75,000 | +74.4% | 282 | +340.6% | 0.06% | +84.4% |
PFF | Buy | ISHARES PREFERRED & INCOME SECURITIES ETFetf | $73,000 | -2.7% | 2,306 | +1.3% | 0.06% | +3.6% |
IGSB | Sell | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $73,000 | -45.5% | 1,488 | -43.8% | 0.06% | -42.0% |
NEE | Sell | NEXTERA ENERGY INC COMstock | $71,000 | -2.7% | 909 | -3.9% | 0.06% | +1.8% |
PM | Sell | PHILIP MORRIS INTL INC COMstock | $71,000 | -17.4% | 850 | -2.1% | 0.06% | -12.5% |
USHY | Buy | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFetf | $70,000 | -1.4% | 2,083 | +1.0% | 0.06% | +3.8% |
FIVG | Sell | DEFIANCE NEXT GEN CONNECTIVITY ETFetf | $69,000 | -11.5% | 2,412 | -2.7% | 0.06% | -5.2% |
VLO | Buy | VALERO ENERGY CORP COMstock | $69,000 | +1.5% | 648 | +0.9% | 0.06% | +7.8% |
GD | Buy | GENERAL DYNAMICS CORP COMstock | $68,000 | +15.3% | 321 | +21.6% | 0.05% | +22.7% |
TRV | Buy | TRAVELERS COMPANIES INC COMstock | $68,000 | -9.3% | 446 | +0.7% | 0.05% | -3.6% |
SHLX | Buy | SHELL MIDSTREAM PARTNERS L P UNIT LTD INTstock | $68,000 | +13.3% | 4,309 | +1.9% | 0.05% | +20.0% |
MO | Buy | ALTRIA GROUP INC COMstock | $66,000 | -1.5% | 1,638 | +1.5% | 0.05% | +4.0% |
IVE | ISHARES S&P 500 VALUE ETFetf | $65,000 | -7.1% | 509 | 0.0% | 0.05% | 0.0% | |
IGT | INTERNATIONAL GAME TECHNOLOGY SHS USDstock | $65,000 | -14.5% | 4,100 | 0.0% | 0.05% | -8.8% | |
XLU | Buy | UTILITIES SELECT SECTOR SPDR FUNDetf | $64,000 | -5.9% | 978 | +0.5% | 0.05% | 0.0% |
PGX | Sell | INVESCO PREFERRED ETFetf | $63,000 | -13.7% | 5,300 | -10.2% | 0.05% | -9.1% |
EPD | Buy | ENTERPRISE PRODS PARTNERS L P COMstock | $61,000 | -1.6% | 2,575 | +0.6% | 0.05% | +4.3% |
CTAS | Sell | CINTAS CORP COMstock | $60,000 | -22.1% | 153 | -25.7% | 0.05% | -17.2% |
MS | Buy | MORGAN STANLEY COM NEWstock | $60,000 | +5.3% | 753 | +0.3% | 0.05% | +11.6% |
HYG | Sell | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFetf | $59,000 | -7.8% | 820 | -5.9% | 0.05% | -2.1% |
SJNK | Sell | SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETFetf | $56,000 | -8.2% | 2,369 | -6.8% | 0.04% | -4.3% |
ITW | Buy | ILLINOIS TOOL WKS INC COMstock | $56,000 | 0.0% | 307 | +0.3% | 0.04% | +4.8% |
DUK | Sell | DUKE ENERGY CORP NEW COM NEWstock | $54,000 | -33.3% | 575 | -23.5% | 0.04% | -29.5% |
AVGO | BROADCOM INC COMstock | $54,000 | -8.5% | 121 | 0.0% | 0.04% | -2.3% | |
PSX | PHILLIPS 66 COMstock | $53,000 | -1.9% | 661 | 0.0% | 0.04% | +5.0% | |
AFL | Sell | AFLAC INC COMstock | $53,000 | -8.6% | 947 | -10.3% | 0.04% | -2.3% |
LLY | Buy | LILLY ELI & CO COMstock | $52,000 | -1.9% | 162 | +0.6% | 0.04% | +2.5% |
RSG | Buy | REPUBLIC SVCS INC COMstock | $52,000 | +4.0% | 381 | +0.3% | 0.04% | +10.8% |
IEUR | ISHARES CORE MSCI EUROPE ETFetf | $51,000 | -12.1% | 1,296 | 0.0% | 0.04% | -7.0% | |
OAS | New | CHORD ENERGY CORPORATION COM NEWstock | $49,000 | – | 359 | +100.0% | 0.04% | – |
DSI | Buy | ISHARES MSCI KLD 400 SOCIAL ETFetf | $48,000 | +11.6% | 720 | +19.8% | 0.04% | +18.8% |
LOW | Sell | LOWES COS INC COMstock | $48,000 | -5.9% | 257 | -12.0% | 0.04% | 0.0% |
AEP | Sell | AMERICAN ELEC PWR CO INC COMstock | $48,000 | -17.2% | 554 | -8.7% | 0.04% | -11.6% |
CMCSA | Sell | COMCAST CORP NEW CL Astock | $48,000 | -29.4% | 1,630 | -5.7% | 0.04% | -25.5% |
IJH | ISHARES CORE S&P MID-CAP ETFetf | $48,000 | -4.0% | 219 | 0.0% | 0.04% | +2.7% | |
WSC | WILLSCOT MOBIL MINI HLDNG CORP COM CL Astock | $45,000 | +25.0% | 1,116 | 0.0% | 0.04% | +33.3% | |
EMB | Sell | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETFetf | $46,000 | -41.8% | 579 | -37.5% | 0.04% | -39.0% |
SPTS | Sell | SPDR PORTFOLIO SHORT TERM TREASURY ETFetf | $45,000 | -37.5% | 1,560 | -36.3% | 0.04% | -33.3% |
BEN | Buy | FRANKLIN RESOURCES INC COMstock | $46,000 | -6.1% | 2,124 | +0.9% | 0.04% | -2.7% |
RSP | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $44,000 | -6.4% | 348 | 0.0% | 0.04% | 0.0% | |
VNLA | Sell | JANUS HENDERSON SHORT DURATION INCOME ETFetf | $44,000 | -20.0% | 898 | -20.4% | 0.04% | -14.6% |
VCSH | Sell | VANGUARD SHORT-TERM CORPORATE BOND ETFetf | $44,000 | -35.3% | 598 | -32.7% | 0.04% | -31.4% |
NVO | Sell | NOVO-NORDISK A S ADRadr | $44,000 | -15.4% | 439 | -6.4% | 0.04% | -10.3% |
AMD | Sell | ADVANCED MICRO DEVICES INC COMstock | $43,000 | -18.9% | 675 | -3.0% | 0.03% | -15.0% |
JNK | Buy | SPDR BLOOMBERG HIGH YIELD BOND ETFetf | $43,000 | -2.3% | 489 | +1.5% | 0.03% | +3.0% |
IYZ | ISHARES U.S. TELECOMMUNICATIONS ETFetf | $43,000 | -17.3% | 2,067 | 0.0% | 0.03% | -12.8% | |
USB | Sell | US BANCORP DEL COM NEWstock | $42,000 | -23.6% | 1,042 | -13.1% | 0.03% | -19.5% |
GOOG | Buy | ALPHABET INC CAP STK CL Cstock | $42,000 | -26.3% | 440 | +1592.3% | 0.03% | -23.3% |
FLTR | Sell | VANECK IG FLOATING RATE ETFetf | $42,000 | -19.2% | 1,700 | -19.8% | 0.03% | -15.4% |
XYLD | GLOBAL X S&P 500 COVERED CALL ETFetf | $42,000 | -10.6% | 1,104 | 0.0% | 0.03% | -5.7% | |
IGIB | Buy | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $41,000 | -4.7% | 845 | +0.8% | 0.03% | 0.0% |
VPU | VANGUARD UTILITIES ETFetf | $41,000 | -6.8% | 288 | 0.0% | 0.03% | -3.0% | |
VZ | Buy | VERIZON COMMUNICATIONS INC COMstock | $41,000 | -24.1% | 1,079 | +0.7% | 0.03% | -20.0% |
DIS | Sell | DISNEY WALT CO COMstock | $39,000 | -50.6% | 410 | -50.9% | 0.03% | -47.5% |
FMHI | Sell | FIRST TRUST MUNICIPAL HIGH INCOME ETFetf | $38,000 | -38.7% | 841 | -35.4% | 0.03% | -34.8% |
USXF | Buy | ISHARES ESG ADVANCED MSCI USA ETFetf | $38,000 | +15.2% | 1,354 | +21.8% | 0.03% | +20.0% |
PFG | PRINCIPAL FINANCIAL GROUP INC COMstock | $37,000 | +8.8% | 513 | 0.0% | 0.03% | +16.0% | |
WEC | Buy | WEC ENERGY GROUP INC COMstock | $36,000 | -12.2% | 405 | +0.2% | 0.03% | -6.5% |
BDX | Buy | BECTON DICKINSON & CO COMstock | $37,000 | -9.8% | 166 | +0.6% | 0.03% | -6.5% |
SRE | SEMPRA COMstock | $35,000 | 0.0% | 231 | 0.0% | 0.03% | +7.7% | |
BOND | PIMCO ACTIVE BOND ETFetf | $35,000 | -5.4% | 387 | 0.0% | 0.03% | 0.0% | |
WRB | Buy | BERKLEY W R CORP COMstock | $35,000 | -2.8% | 538 | +0.9% | 0.03% | +3.7% |
SWAN | Sell | AMPLIFY BLACKSWAN GROWTH & TREASURY CORE ETFetf | $34,000 | -19.0% | 1,362 | -12.1% | 0.03% | -12.9% |
CCI | Sell | CROWN CASTLE INC COMreit | $34,000 | -27.7% | 236 | -16.0% | 0.03% | -22.9% |
MDLZ | MONDELEZ INTL INC CL Astock | $33,000 | -10.8% | 600 | 0.0% | 0.03% | -7.1% | |
LQD | Sell | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf | $33,000 | -40.0% | 317 | -36.2% | 0.03% | -36.6% |
TJX | TJX COS INC NEW COMstock | $33,000 | +10.0% | 535 | 0.0% | 0.03% | +18.2% | |
RODM | HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETFetf | $31,000 | -11.4% | 1,421 | 0.0% | 0.02% | -3.8% | |
DCP | DCP MIDSTREAM LP COM UT LTD PTNstock | $32,000 | +28.0% | 852 | 0.0% | 0.02% | +31.6% | |
PDP | INVESCO DWA MOMENTUM ETFetf | $31,000 | 0.0% | 451 | 0.0% | 0.02% | +8.7% | |
SUSC | Buy | ISHARES ESG AWARE USD CORPORATE BOND ETFetf | $30,000 | +3.4% | 1,365 | +9.1% | 0.02% | +9.1% |
SPLB | SPDR PORTFOLIO LONG TERM CORPORATE BOND ETFetf | $30,000 | -9.1% | 1,386 | 0.0% | 0.02% | -4.0% | |
TGT | Buy | TARGET CORP COMstock | $30,000 | +11.1% | 199 | +5.3% | 0.02% | +20.0% |
ARKK | Sell | ARK INNOVATION ETFetf | $30,000 | -9.1% | 805 | -3.6% | 0.02% | -4.0% |
AXP | Buy | AMERICAN EXPRESS CO COMstock | $30,000 | -3.2% | 226 | +0.4% | 0.02% | +4.3% |
PRU | PRUDENTIAL FINL INC COMstock | $29,000 | -12.1% | 343 | 0.0% | 0.02% | -8.0% | |
MMP | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LPstock | $29,000 | 0.0% | 608 | 0.0% | 0.02% | +4.5% | |
D | Buy | DOMINION ENERGY INC COMstock | $29,000 | -14.7% | 421 | +0.2% | 0.02% | -8.0% |
IBM | Buy | INTERNATIONAL BUSINESS MACHS COMstock | $29,000 | -14.7% | 244 | +0.4% | 0.02% | -8.0% |
AOM | Sell | ISHARES CORE MODERATE ALLOCATION ETFetf | $29,000 | -17.1% | 800 | -11.1% | 0.02% | -11.5% |
SIL | New | GLOBAL X SILVER MINERS ETFetf | $28,000 | – | 1,149 | +100.0% | 0.02% | – |
COIN | COINBASE GLOBAL INC COM CL Astock | $26,000 | +36.8% | 403 | 0.0% | 0.02% | +50.0% | |
MA | Sell | MASTERCARD INCORPORATED CL Astock | $27,000 | -37.2% | 95 | -30.1% | 0.02% | -34.4% |
MGM | MGM RESORTS INTERNATIONAL COMstock | $27,000 | 0.0% | 921 | 0.0% | 0.02% | +5.0% | |
IWB | Sell | ISHARES RUSSELL 1000 ETFetf | $26,000 | -52.7% | 130 | -50.8% | 0.02% | -48.8% |
SLB | Buy | SCHLUMBERGER LTD COM STKstock | $26,000 | +1200.0% | 723 | +1346.0% | 0.02% | +2000.0% |
ESML | Buy | ISHARES ESG AWARE MSCI USA SMALL-CAP ETFetf | $26,000 | +13.0% | 863 | +19.5% | 0.02% | +23.5% |
MUNI | Sell | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE ETFetf | $26,000 | -71.4% | 520 | -70.6% | 0.02% | -69.1% |
QQEW | FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUNDetf | $26,000 | -3.7% | 310 | 0.0% | 0.02% | +5.0% | |
OKE | Buy | ONEOK INC NEW COMstock | $27,000 | -6.9% | 535 | +1.5% | 0.02% | -4.5% |
HF SINCLAIR CORP COMstock | $27,000 | +17.4% | 504 | 0.0% | 0.02% | +23.5% | ||
CAH | Buy | CARDINAL HEALTH INC COMstock | $26,000 | +30.0% | 388 | +0.8% | 0.02% | +40.0% |
BP | Sell | BP PLC SPONSORED ADRadr | $25,000 | -13.8% | 865 | -15.9% | 0.02% | -9.1% |
FLDR | FIDELITY LOW DURATION BOND FACTOR ETFetf | $25,000 | 0.0% | 499 | 0.0% | 0.02% | +5.3% | |
AEHR | New | AEHR TEST SYS COMstock | $25,000 | – | 1,780 | +100.0% | 0.02% | – |
NI | NISOURCE INC COMstock | $25,000 | -13.8% | 993 | 0.0% | 0.02% | -9.1% | |
RGR | Sell | STURM RUGER & CO INC COMstock | $25,000 | -24.2% | 494 | -5.2% | 0.02% | -20.0% |
SMMU | PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETFetf | $24,000 | -4.0% | 500 | 0.0% | 0.02% | 0.0% | |
WHD | New | CACTUS INC CL Astock | $24,000 | – | 633 | +100.0% | 0.02% | – |
WYNN | New | WYNN RESORTS LTD COMstock | $24,000 | – | 385 | +100.0% | 0.02% | – |
ERF | New | ENERPLUS CORP COMstock | $23,000 | – | 1,646 | +100.0% | 0.02% | – |
TTD | THE TRADE DESK INC COM CL Astock | $23,000 | +43.8% | 380 | 0.0% | 0.02% | +50.0% | |
SPAB | SPDR PORTFOLIO AGGREGATE BOND ETFetf | $23,000 | -8.0% | 931 | 0.0% | 0.02% | -5.3% | |
IHI | Sell | ISHARES U.S. MEDICAL DEVICES ETFetf | $23,000 | -20.7% | 481 | -14.9% | 0.02% | -18.2% |
ETR | Buy | ENTERGY CORP NEW COMstock | $23,000 | -11.5% | 230 | +0.9% | 0.02% | -5.3% |
KEYS | KEYSIGHT TECHNOLOGIES INC COMstock | $22,000 | +15.8% | 139 | 0.0% | 0.02% | +21.4% | |
LKQ | Buy | LKQ CORP COMstock | $22,000 | -4.3% | 475 | +0.6% | 0.02% | 0.0% |
SYY | Buy | SYSCO CORP COMstock | $21,000 | -16.0% | 293 | +0.3% | 0.02% | -10.5% |
SLV | ISHARES SILVER TRUSTetf | $22,000 | -4.3% | 1,239 | 0.0% | 0.02% | 0.0% | |
ROBT | FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETFetf | $21,000 | -8.7% | 613 | 0.0% | 0.02% | 0.0% | |
PYPL | Sell | PAYPAL HLDGS INC COMstock | $21,000 | -8.7% | 249 | -24.5% | 0.02% | 0.0% |
XLF | Buy | FINANCIAL SELECT SECTOR SPDR FUNDetf | $22,000 | -4.3% | 735 | +0.5% | 0.02% | 0.0% |
GAB | Buy | GABELLI EQUITY TR INC COMcef | $21,000 | -8.7% | 3,877 | +2.6% | 0.02% | 0.0% |
NOC | New | NORTHROP GRUMMAN CORP COMstock | $21,000 | – | 44 | +100.0% | 0.02% | – |
MDT | MEDTRONIC PLC SHSstock | $22,000 | -12.0% | 274 | 0.0% | 0.02% | -10.5% | |
PAYC | PAYCOM SOFTWARE INC COMstock | $22,000 | +15.8% | 67 | 0.0% | 0.02% | +21.4% | |
IWP | ISHARES RUSSELL MID-CAP GROWTH ETFetf | $22,000 | 0.0% | 280 | 0.0% | 0.02% | +6.2% | |
HPF | Buy | HANCOCK JOHN PFD INCOME FD II COMcef | $21,000 | -8.7% | 1,286 | +2.1% | 0.02% | 0.0% |
DMXF | Buy | ISHARES ESG ADVANCED MSCI EAFE ETFetf | $21,000 | +10.5% | 443 | +23.7% | 0.02% | +21.4% |
JBLU | Buy | JETBLUE AWYS CORP COMstock | $20,000 | +122.2% | 3,017 | +167.0% | 0.02% | +128.6% |
TXN | TEXAS INSTRS INC COMstock | $20,000 | +5.3% | 126 | 0.0% | 0.02% | +14.3% | |
RIO | Buy | RIO TINTO PLC SPONSORED ADRadr | $20,000 | -4.8% | 369 | +5.1% | 0.02% | 0.0% |
IGLB | Sell | ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $19,000 | -24.0% | 387 | -18.9% | 0.02% | -21.1% |
New | ROYAL CARIBBEAN GROUP 4.25 06/15/2023convertible | $19,000 | – | 20,000 | +100.0% | 0.02% | – | |
DEO | DIAGEO PLC SPON ADR NEWadr | $19,000 | 0.0% | 111 | 0.0% | 0.02% | +7.1% | |
VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETFetf | $19,000 | -13.6% | 368 | 0.0% | 0.02% | -6.2% | |
SHM | Sell | SPDR NUVEEN BLMBG ST MUNBD ETFetf | $19,000 | -77.4% | 420 | -76.4% | 0.02% | -76.2% |
IMCV | ISHARES MORNINGSTAR MID-CAP ETFetf | $18,000 | -5.3% | 315 | 0.0% | 0.01% | 0.0% | |
ENB | Buy | ENBRIDGE INC COMstock | $18,000 | -10.0% | 483 | +0.6% | 0.01% | -6.7% |
FPX | FIRST TRUST US EQUITY OPPORTUNITIES ETFetf | $18,000 | 0.0% | 224 | 0.0% | 0.01% | +7.7% | |
WTRG | ESSENTIAL UTILS INC COMstock | $18,000 | -10.0% | 430 | 0.0% | 0.01% | -6.7% | |
ESGD | Buy | ISHARES ESG AWARE MSCI EAFE ETFetf | $18,000 | +12.5% | 318 | +28.2% | 0.01% | +16.7% |
ROST | ROSS STORES INC COMstock | $18,000 | +20.0% | 215 | 0.0% | 0.01% | +27.3% | |
STE | Buy | STERIS PLC SHS USDstock | $18,000 | -18.2% | 107 | +0.9% | 0.01% | -12.5% |
MTUM | Sell | ISHARES MSCI USA MOMENTUM FACTOR ETFetf | $17,000 | -26.1% | 127 | -23.0% | 0.01% | -23.5% |
GLD | Sell | SPDR GOLD SHARESetf | $17,000 | -80.9% | 113 | -78.6% | 0.01% | -80.6% |
CLX | Buy | CLOROX CO DEL COMstock | $17,000 | -5.6% | 130 | +0.8% | 0.01% | 0.0% |
UBER | Sell | UBER TECHNOLOGIES INC COMstock | $17,000 | +21.4% | 643 | -7.2% | 0.01% | +30.0% |
TIP | Sell | ISHARES TIPS BOND ETFetf | $17,000 | -59.5% | 160 | -56.8% | 0.01% | -58.1% |
IGD | Buy | VOYA GLBL EQTY DIV & PREM OPP COMcef | $17,000 | -5.6% | 3,379 | +1.6% | 0.01% | 0.0% |
SCI | SERVICE CORP INTL COMstock | $16,000 | -15.8% | 274 | 0.0% | 0.01% | -7.1% | |
CSX | Sell | CSX CORP COMstock | $17,000 | -10.5% | 629 | -2.9% | 0.01% | -7.1% |
NCLH | NORWEGIAN CRUISE LINE HLDG LTD SHSstock | $17,000 | +6.2% | 1,481 | 0.0% | 0.01% | +8.3% | |
Sell | WARNER BROS DISCOVERY INC COM SER Astock | $16,000 | -30.4% | 1,374 | -19.9% | 0.01% | -23.5% | |
SUSB | Sell | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETFetf | $17,000 | -26.1% | 739 | -21.3% | 0.01% | -23.5% |
BOTZ | Buy | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETFetf | $16,000 | -11.1% | 875 | +0.1% | 0.01% | 0.0% |
FMB | Sell | FIRST TRUST MANAGED MUNICIPAL ETFetf | $17,000 | -34.6% | 350 | -31.4% | 0.01% | -31.6% |
FIXD | Sell | FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETFetf | $17,000 | -5.6% | 384 | -1.3% | 0.01% | 0.0% |
FREL | Buy | FIDELITY MSCI REAL ESTATE INDEX ETFetf | $15,000 | -11.8% | 633 | +1.1% | 0.01% | -7.7% |
CTXS | CITRIX SYS INC COMstock | $15,000 | +7.1% | 145 | 0.0% | 0.01% | +20.0% | |
LCTU | Buy | BLACKROCK U.S. CARBON TRANSITION READINESS ETFetf | $15,000 | +50.0% | 380 | +53.2% | 0.01% | +71.4% |
CDNS | Sell | CADENCE DESIGN SYSTEM INC COMstock | $15,000 | -34.8% | 92 | -40.6% | 0.01% | -29.4% |
SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETFetf | $15,000 | -6.2% | 150 | 0.0% | 0.01% | 0.0% | |
FTGC | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUNDetf | $15,000 | -6.2% | 600 | 0.0% | 0.01% | 0.0% | |
AWK | AMERICAN WTR WKS CO INC NEW COMstock | $15,000 | -11.8% | 113 | 0.0% | 0.01% | -7.7% | |
MU | Buy | MICRON TECHNOLOGY INC COMstock | $15,000 | -6.2% | 291 | +0.3% | 0.01% | 0.0% |
MRNA | MODERNA INC COMstock | $15,000 | -16.7% | 125 | 0.0% | 0.01% | -7.7% | |
SSB | Buy | SOUTHSTATE CORPORATION COMstock | $15,000 | 0.0% | 189 | +0.5% | 0.01% | +9.1% |
EWW | ISHARES MSCI MEXICO ETFetf | $14,000 | -6.7% | 321 | 0.0% | 0.01% | 0.0% | |
FDLO | FIDELITY LOW VOLATILITY FACTOR ETFetf | $14,000 | 0.0% | 325 | 0.0% | 0.01% | +10.0% | |
VRTX | VERTEX PHARMACEUTICALS INC COMstock | $14,000 | 0.0% | 50 | 0.0% | 0.01% | +10.0% | |
CHD | CHURCH & DWIGHT CO INC COMstock | $14,000 | -26.3% | 200 | 0.0% | 0.01% | -21.4% | |
LMBS | Buy | FIRST TRUST LOW DURATION OPPORTUNITIES ETFetf | $14,000 | 0.0% | 289 | +0.3% | 0.01% | +10.0% |
LUV | SOUTHWEST AIRLS CO COMstock | $14,000 | -12.5% | 452 | 0.0% | 0.01% | -8.3% | |
TMUS | T-MOBILE US INC COMstock | $12,000 | 0.0% | 92 | 0.0% | 0.01% | +11.1% | |
TDY | TELEDYNE TECHNOLOGIES INC COMstock | $12,000 | -7.7% | 35 | 0.0% | 0.01% | 0.0% | |
TER | Sell | TERADYNE INC COMstock | $13,000 | -51.9% | 171 | -42.6% | 0.01% | -50.0% |
AZO | AUTOZONE INC COMstock | $13,000 | 0.0% | 6 | 0.0% | 0.01% | 0.0% | |
IYE | Buy | ISHARES U.S. ENERGY ETFetf | $13,000 | +8.3% | 326 | +1.2% | 0.01% | +11.1% |
Sell | RIVIAN AUTOMOTIVE INC COM CL Astock | $13,000 | +8.3% | 409 | -10.9% | 0.01% | +11.1% | |
TWTR | TWITTER INC COMstock | $13,000 | +18.2% | 300 | 0.0% | 0.01% | +25.0% | |
New | GSK PLC SPONSORED ADRadr | $13,000 | – | 432 | +100.0% | 0.01% | – | |
SDY | SPDR S&P DIVIDEND ETFetf | $12,000 | -7.7% | 108 | 0.0% | 0.01% | 0.0% | |
CLH | CLEAN HARBORS INC COMstock | $12,000 | +33.3% | 106 | 0.0% | 0.01% | +42.9% | |
DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTetf | $12,000 | -7.7% | 42 | 0.0% | 0.01% | 0.0% | |
VGT | VANGUARD INFORMATION TECHNOLOGY ETFetf | $12,000 | 0.0% | 38 | 0.0% | 0.01% | +11.1% | |
ALL | Buy | ALLSTATE CORP COMstock | $13,000 | 0.0% | 101 | +1.0% | 0.01% | 0.0% |
CRM | Sell | SALESFORCE INC COMstock | $12,000 | -58.6% | 81 | -54.0% | 0.01% | -54.5% |
ARE | Sell | ALEXANDRIA REAL ESTATE EQ INC COMreit | $12,000 | -29.4% | 85 | -26.1% | 0.01% | -23.1% |
FITB | FIFTH THIRD BANCORP COMstock | $13,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% | |
WARBY PARKER INC CL A COMstock | $12,000 | +20.0% | 920 | 0.0% | 0.01% | +42.9% | ||
JEPI | JPMORGAN EQUITY PREMIUM INCOME ETFetf | $13,000 | -7.1% | 250 | 0.0% | 0.01% | 0.0% | |
XLK | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $12,000 | -7.7% | 100 | 0.0% | 0.01% | 0.0% | |
TLT | Sell | ISHARES 20 YEAR TREASURY BOND ETFetf | $12,000 | -20.0% | 114 | -12.3% | 0.01% | -9.1% |
PKX | Buy | POSCO HOLDINGS INC SPONSORED ADRadr | $13,000 | -18.8% | 352 | +1.1% | 0.01% | -16.7% |
GDX | New | VANECK GOLD MINERS ETFetf | $11,000 | – | 437 | +100.0% | 0.01% | – |
GM | Sell | GENERAL MTRS CO COMstock | $11,000 | -15.4% | 339 | -18.1% | 0.01% | -10.0% |
SIZE | Buy | ISHARES MSCI USA SIZE FACTOR ETFetf | $11,000 | -8.3% | 106 | +1.0% | 0.01% | 0.0% |
ELP | Buy | COMPANHIA PARANAENSE ENERG COP SPON ADSadr | $11,000 | +10.0% | 1,780 | +9.1% | 0.01% | +28.6% |
UMPQ | UMPQUA HLDGS CORP COMstock | $11,000 | 0.0% | 658 | 0.0% | 0.01% | +12.5% | |
NKE | NIKE INC CL Bstock | $11,000 | -15.4% | 131 | 0.0% | 0.01% | -10.0% | |
DY | DYCOM INDS INC COMstock | $11,000 | 0.0% | 115 | 0.0% | 0.01% | +12.5% | |
CEF | New | SPROTT PHYSICAL GOLD & SILVER TR UNITcef | $11,000 | – | 685 | +100.0% | 0.01% | – |
CCL | CARNIVAL CORP COMMON STOCKstock | $10,000 | -16.7% | 1,410 | 0.0% | 0.01% | -11.1% | |
PKG | Buy | PACKAGING CORP AMER COMstock | $10,000 | -16.7% | 89 | +1.1% | 0.01% | -11.1% |
IHF | ISHARES U.S. HEALTHCARE PROVIDERS ETFetf | $10,000 | 0.0% | 40 | 0.0% | 0.01% | +14.3% | |
UFPI | UFP INDUSTRIES INC COMstock | $10,000 | +11.1% | 136 | 0.0% | 0.01% | +14.3% | |
VHT | VANGUARD HEALTH CARE ETFetf | $10,000 | 0.0% | 43 | 0.0% | 0.01% | +14.3% | |
CIG | CIA ENERGETICA DE MINAS GERAIS SP ADR N-V PFDadr | $10,000 | 0.0% | 4,972 | 0.0% | 0.01% | +14.3% | |
INDA | ISHARES MSCI INDIA ETFetf | $10,000 | +11.1% | 237 | 0.0% | 0.01% | +14.3% | |
STLA | New | STELLANTIS N.V SHSstock | $10,000 | – | 861 | +100.0% | 0.01% | – |
TGLS | Buy | TECNOGLASS INC ORD SHSstock | $10,000 | +25.0% | 481 | +0.2% | 0.01% | +33.3% |
SPTL | Sell | SPDR PORTFOLIO LONG TERM TREASURY ETFetf | $10,000 | -37.5% | 345 | -27.2% | 0.01% | -33.3% |
FDX | Buy | FEDEX CORP COMstock | $10,000 | -37.5% | 69 | +1.5% | 0.01% | -33.3% |
THERATECHNOLOGIES INC 5.75 06/30/2023convertible | $10,000 | +11.1% | 12,000 | 0.0% | 0.01% | +14.3% | ||
FVD | Buy | FIRST TRUST VALUE LINE DIVIDEND INDEX FUNDetf | $9,000 | -10.0% | 261 | +0.4% | 0.01% | 0.0% |
WH | New | WYNDHAM HOTELS & RESORTS INC COMstock | $9,000 | – | 150 | +100.0% | 0.01% | – |
IJK | ISHARES S&P MID-CAP 400 GROWTH ETFetf | $9,000 | 0.0% | 140 | 0.0% | 0.01% | 0.0% | |
GUT | Buy | GABELLI UTIL TR COMcef | $9,000 | 0.0% | 1,330 | +2.2% | 0.01% | 0.0% |
DBA | New | INVESCO DB AGRICULTURE FUNDetf | $9,000 | – | 451 | +100.0% | 0.01% | – |
IDA | IDACORP INC COMstock | $9,000 | -10.0% | 90 | 0.0% | 0.01% | 0.0% | |
VUG | VANGUARD GROWTH ETFetf | $9,000 | 0.0% | 42 | 0.0% | 0.01% | 0.0% | |
PBE | INVESCO DYNAMIC BIOTECHNOLOGY & GENOME ETFetf | $9,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% | |
LITE | Sell | LUMENTUM HLDGS INC COMstock | $9,000 | -43.8% | 134 | -33.3% | 0.01% | -41.7% |
SWKS | SKYWORKS SOLUTIONS INC COMstock | $9,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% | |
MRVL | Sell | MARVELL TECHNOLOGY INC COMstock | $9,000 | -35.7% | 219 | -33.2% | 0.01% | -30.0% |
SLYG | SPDR S&P 600 SMALL CAP GROWTH ETFetf | $7,000 | -12.5% | 110 | 0.0% | 0.01% | 0.0% | |
A | AGILENT TECHNOLOGIES INC COMstock | $7,000 | 0.0% | 59 | 0.0% | 0.01% | +20.0% | |
XLI | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $8,000 | -11.1% | 100 | 0.0% | 0.01% | -14.3% | |
PLUG | Buy | PLUG POWER INC COM NEWstock | $8,000 | +33.3% | 360 | +2.9% | 0.01% | +50.0% |
DHI | D R HORTON INC COMstock | $7,000 | 0.0% | 103 | 0.0% | 0.01% | +20.0% | |
IXN | ISHARES GLOBAL TECH ETFetf | $8,000 | -11.1% | 190 | 0.0% | 0.01% | -14.3% | |
INTU | Sell | INTUIT COMstock | $7,000 | -76.7% | 17 | -77.6% | 0.01% | -72.7% |
COLM | COLUMBIA SPORTSWEAR CO COMstock | $7,000 | -12.5% | 109 | 0.0% | 0.01% | 0.0% | |
FDT | Buy | FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUNDetf | $7,000 | -12.5% | 176 | +0.6% | 0.01% | 0.0% |
FMF | FIRST TRUST MANAGED FUTURES STRATEGY FUNDetf | $7,000 | 0.0% | 131 | 0.0% | 0.01% | +20.0% | |
QRVO | Sell | QORVO INC COMstock | $7,000 | -61.1% | 91 | -52.1% | 0.01% | -53.8% |
FTCS | FIRST TRUST CAPITAL STRENGTH ETFetf | $8,000 | 0.0% | 117 | 0.0% | 0.01% | 0.0% | |
KEY | Buy | KEYCORP COMstock | $8,000 | -11.1% | 524 | +1.2% | 0.01% | -14.3% |
Buy | LUCID GROUP INC COMstock | $8,000 | 0.0% | 550 | +22.2% | 0.01% | 0.0% | |
XLY | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $8,000 | 0.0% | 55 | 0.0% | 0.01% | 0.0% | |
FTA | Buy | FIRST TRUST LARGE CAP VALUE ALPHADEX FUNDetf | $7,000 | -12.5% | 127 | +0.8% | 0.01% | 0.0% |
HYLS | Buy | FIRST TRUST TACTICAL HIGH YIELD ETFetf | $7,000 | 0.0% | 172 | +1.8% | 0.01% | +20.0% |
EIS | ISHARES MSCI ISRAEL ETFetf | $8,000 | 0.0% | 138 | 0.0% | 0.01% | 0.0% | |
NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFetf | $8,000 | -11.1% | 102 | 0.0% | 0.01% | -14.3% | |
MRTN | Buy | MARTEN TRANS LTD COMstock | $7,000 | +16.7% | 340 | +0.3% | 0.01% | +50.0% |
ARCC | Buy | ARES CAPITAL CORP COMcef | $8,000 | 0.0% | 465 | +0.9% | 0.01% | 0.0% |
VALE | Buy | VALE S A SPONSORED ADSadr | $8,000 | -11.1% | 616 | +4.8% | 0.01% | -14.3% |
IXUS | Sell | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFetf | $7,000 | -22.2% | 138 | -8.6% | 0.01% | -14.3% |
KNX | KNIGHT-SWIFT TRANSN HLDGS INC CL Astock | $7,000 | 0.0% | 146 | 0.0% | 0.01% | +20.0% | |
CRWD | CROWDSTRIKE HLDGS INC CL Astock | $7,000 | 0.0% | 40 | 0.0% | 0.01% | +20.0% | |
FTC | FIRST TRUST LARGE CAP GROWTH ALPHADEX FUNDetf | $8,000 | 0.0% | 93 | 0.0% | 0.01% | 0.0% | |
TWST | TWIST BIOSCIENCE CORP COMstock | $8,000 | 0.0% | 235 | 0.0% | 0.01% | 0.0% | |
ARKG | ARK GENOMIC REVOLUTION ETFetf | $8,000 | +14.3% | 235 | 0.0% | 0.01% | +20.0% | |
AGG | Sell | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $8,000 | -84.9% | 86 | -83.6% | 0.01% | -85.0% |
NFLX | NETFLIX INC COMstock | $8,000 | +33.3% | 32 | 0.0% | 0.01% | +50.0% | |
HMC | Buy | HONDA MOTOR LTD AMERN SHSadr | $7,000 | +40.0% | 319 | +45.7% | 0.01% | +50.0% |
GILD | GILEAD SCIENCES INC COMstock | $8,000 | 0.0% | 126 | 0.0% | 0.01% | 0.0% | |
VO | New | VANGUARD MID-CAP ETFetf | $6,000 | – | 30 | +100.0% | 0.01% | – |
SYNA | Sell | SYNAPTICS INC COMstock | $6,000 | -40.0% | 57 | -32.9% | 0.01% | -28.6% |
IEFA | Sell | ISHARES CORE MSCI EAFE ETFetf | $6,000 | -25.0% | 118 | -13.9% | 0.01% | -16.7% |
ADBE | Sell | ADOBE SYSTEMS INCORPORATED COMstock | $6,000 | -45.5% | 22 | -24.1% | 0.01% | -37.5% |
BLOK | AMPLIFY TRANSFORMATIONAL DATA SHARING ETFetf | $6,000 | +20.0% | 302 | 0.0% | 0.01% | +25.0% | |
THO | THOR INDS INC COMstock | $6,000 | -14.3% | 87 | 0.0% | 0.01% | 0.0% | |
CC | Sell | CHEMOURS CO COMstock | $6,000 | -60.0% | 224 | -50.7% | 0.01% | -54.5% |
ILCG | ISHARES MORNINGSTAR GROWTH ETFetf | $6,000 | 0.0% | 125 | 0.0% | 0.01% | +25.0% | |
XNTK | SPDR NYSE TECHNOLOGY ETFetf | $6,000 | -14.3% | 65 | 0.0% | 0.01% | 0.0% | |
CHPT | CHARGEPOINT HOLDINGS INC COM CL Astock | $6,000 | +20.0% | 387 | 0.0% | 0.01% | +25.0% | |
ISRG | INTUITIVE SURGICAL INC COM NEWstock | $6,000 | -14.3% | 33 | 0.0% | 0.01% | 0.0% | |
JWN | Buy | NORDSTROM INC COMstock | $6,000 | -25.0% | 384 | +1.1% | 0.01% | -16.7% |
AMCR | Buy | AMCOR PLC ORDstock | $6,000 | 0.0% | 521 | +1.2% | 0.01% | +25.0% |
IEF | Sell | ISHARES 7-10 YEAR TREASURY BOND ETFetf | $6,000 | -50.0% | 58 | -52.5% | 0.01% | -44.4% |
STZ | CONSTELLATION BRANDS INC CL Astock | $5,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
IDCC | New | INTERDIGITAL INC COMstock | $5,000 | – | 120 | +100.0% | 0.00% | – |
XLV | Buy | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $5,000 | +66.7% | 42 | +90.9% | 0.00% | +100.0% |
URA | New | GLOBAL X URANIUM ETFetf | $5,000 | – | 236 | +100.0% | 0.00% | – |
CELH | Buy | CELSIUS HLDGS INC COM NEWstock | $5,000 | +150.0% | 50 | +100.0% | 0.00% | +300.0% |
CRNC | Sell | CERENCE INC COMstock | $5,000 | -58.3% | 320 | -35.2% | 0.00% | -55.6% |
BB | BLACKBERRY LTD COMstock | $5,000 | 0.0% | 1,020 | 0.0% | 0.00% | 0.0% | |
LAC | LITHIUM AMERS CORP NEW COM NEWstock | $5,000 | +25.0% | 200 | 0.0% | 0.00% | +33.3% | |
ROKT | Buy | SPDR S&P KENSHO FINAL FRONTIERS ETFetf | $5,000 | -16.7% | 165 | +0.6% | 0.00% | 0.0% |
AMGN | Sell | AMGEN INC COMstock | $5,000 | -98.8% | 22 | -98.7% | 0.00% | -98.7% |
ALRM | Sell | ALARM COM HLDGS INC COMstock | $5,000 | -61.5% | 78 | -63.0% | 0.00% | -60.0% |
MPLX | MPLX LP COM UNIT REP LTDstock | $5,000 | 0.0% | 170 | 0.0% | 0.00% | 0.0% | |
EWZ | ISHARES MSCI BRAZIL ETFetf | $5,000 | +25.0% | 163 | 0.0% | 0.00% | +33.3% | |
EA | ELECTRONIC ARTS INC COMstock | $5,000 | -16.7% | 46 | 0.0% | 0.00% | 0.0% | |
XMVM | New | INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETFetf | $5,000 | – | 140 | +100.0% | 0.00% | – |
DOCU | Sell | DOCUSIGN INC COMstock | $5,000 | -50.0% | 98 | -42.0% | 0.00% | -42.9% |
DLR | Sell | DIGITAL RLTY TR INC COMreit | $5,000 | -54.5% | 51 | -40.7% | 0.00% | -50.0% |
FAAR | FIRST TRUST ALTERNATIVE ABSOLUTE RETURN STRATEGY ETFetf | $5,000 | -16.7% | 176 | 0.0% | 0.00% | 0.0% | |
PFM | INVESCO DIVIDEND ACHIEVERS ETFetf | $5,000 | -16.7% | 164 | 0.0% | 0.00% | 0.0% | |
GOLD | Buy | BARRICK GOLD CORP COMstock | $5,000 | -16.7% | 315 | +1.3% | 0.00% | 0.0% |
GGT | Buy | GABELLI MULTIMEDIA TR INC COMcef | $5,000 | 0.0% | 735 | +3.4% | 0.00% | 0.0% |
New | SPROTT URANIUM MINERS ETFetf | $5,000 | – | 75 | +100.0% | 0.00% | – | |
CAG | Buy | CONAGRA BRANDS INC COMstock | $5,000 | 0.0% | 161 | +0.6% | 0.00% | 0.0% |
YUM | YUM BRANDS INC COMstock | $4,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
MCHI | ISHARES MSCI CHINA ETFetf | $4,000 | -20.0% | 94 | 0.0% | 0.00% | -25.0% | |
PSLV | New | SPROTT PHYSICAL SILVER TR TR UNITcef | $4,000 | – | 673 | +100.0% | 0.00% | – |
OSTK | OVERSTOCK COM INC DEL COMstock | $4,000 | 0.0% | 158 | 0.0% | 0.00% | 0.0% | |
QGEN | QIAGEN NV SHS NEWstock | $4,000 | -20.0% | 100 | 0.0% | 0.00% | -25.0% | |
EEM | ISHARES MSCI EMERGING MARKETS ETFetf | $4,000 | -20.0% | 114 | 0.0% | 0.00% | -25.0% | |
SUSA | ISHARES MSCI USA ESG SELECT ETFetf | $4,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% | |
RBLX | ROBLOX CORP CL Astock | $4,000 | +33.3% | 102 | 0.0% | 0.00% | +50.0% | |
GOGL | GOLDEN OCEAN GROUP LTD SHS NEWstock | $4,000 | -33.3% | 484 | 0.0% | 0.00% | -25.0% | |
EBS | EMERGENT BIOSOLUTIONS INC COMstock | $4,000 | -33.3% | 200 | 0.0% | 0.00% | -25.0% | |
SIVR | Sell | ABRDN PHYSICAL SILVER SHARES ETFetf | $4,000 | -81.0% | 200 | -81.6% | 0.00% | -81.2% |
SIX | SIX FLAGS ENTMT CORP NEW COMstock | $4,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
GREK | GLOBAL X MSCI GREECE ETFetf | $4,000 | -20.0% | 192 | 0.0% | 0.00% | -25.0% | |
LTHM | Buy | LIVENT CORP COMstock | $4,000 | +300.0% | 130 | +160.0% | 0.00% | +200.0% |
EVGO | EVGO INC CL A COMstock | $4,000 | +33.3% | 487 | 0.0% | 0.00% | +50.0% | |
PEY | INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETFetf | $4,000 | 0.0% | 216 | 0.0% | 0.00% | 0.0% | |
PWR | QUANTA SVCS INC COMstock | $4,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
SHOP | SHOPIFY INC CL Astock | $4,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% | |
LW | Buy | LAMB WESTON HLDGS INC COMstock | $4,000 | +33.3% | 49 | +2.1% | 0.00% | +50.0% |
FIW | FIRST TRUST WATER ETFetf | $4,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
FEM | Buy | FIRST TRUST EMERGING MARKETS ALPHADEX FUNDetf | $4,000 | -20.0% | 218 | +3.3% | 0.00% | -25.0% |
FXD | Buy | FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUNDetf | $4,000 | 0.0% | 82 | +1.2% | 0.00% | 0.0% |
IWS | ISHARES RUSSELL MID-CAP VALUE ETFetf | $4,000 | -20.0% | 45 | 0.0% | 0.00% | -25.0% | |
VAL | VALARIS LIMITED CL Astock | $2,000 | +100.0% | 34 | 0.0% | 0.00% | +100.0% | |
PHO | INVESCO WATER RESOURCES ETFetf | $2,000 | 0.0% | 52 | 0.0% | 0.00% | +100.0% | |
IRBT | IROBOT CORP COMstock | $3,000 | +50.0% | 48 | 0.0% | 0.00% | +100.0% | |
ILMN | New | ILLUMINA INC COMstock | $2,000 | – | 10 | +100.0% | 0.00% | – |
SOXX | ISHARES SEMICONDUCTOR ETFetf | $2,000 | 0.0% | 5 | 0.0% | 0.00% | +100.0% | |
HAYW | HAYWARD HLDGS INC COMstock | $2,000 | -50.0% | 250 | 0.0% | 0.00% | -33.3% | |
New | HALEON PLC SPON ADSadr | $3,000 | – | 540 | +100.0% | 0.00% | – | |
HPQ | Buy | HP INC COMstock | $3,000 | -25.0% | 124 | +0.8% | 0.00% | -33.3% |
GVA | GRANITE CONSTR INC COMstock | $3,000 | 0.0% | 116 | 0.0% | 0.00% | 0.0% | |
LIT | GLOBAL X LITHIUM & BATTERY TECH ETFetf | $3,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
FISV | FISERV INC COMstock | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
FTSM | Buy | FIRST TRUST ENHANCED SHORT MATURITY ETFetf | $3,000 | 0.0% | 54 | +1.9% | 0.00% | 0.0% |
IEMG | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $2,000 | 0.0% | 45 | 0.0% | 0.00% | +100.0% | |
FEN | FIRST TR ENERGY INCOME & GROWT COMcef | $2,000 | 0.0% | 123 | 0.0% | 0.00% | +100.0% | |
FEDERAL RLTY INVT TR NEW SH BEN INT NEWreit | $2,000 | 0.0% | 19 | 0.0% | 0.00% | +100.0% | ||
EVBG | EVERBRIDGE INC COMstock | $2,000 | +100.0% | 50 | 0.0% | 0.00% | +100.0% | |
ETSY | ETSY INC COMstock | $2,000 | +100.0% | 20 | 0.0% | 0.00% | +100.0% | |
EBAY | EBAY INC. COMstock | $3,000 | -25.0% | 88 | 0.0% | 0.00% | -33.3% | |
NRG | Buy | NRG ENERGY INC COM NEWstock | $2,000 | 0.0% | 44 | +2.3% | 0.00% | +100.0% |
DOW | DOW INC COMstock | $3,000 | -25.0% | 75 | 0.0% | 0.00% | -33.3% | |
OCUL | Sell | OCULAR THERAPEUTIX INC COMstock | $3,000 | -25.0% | 754 | -29.9% | 0.00% | -33.3% |
DAL | Sell | DELTA AIR LINES INC DEL COM NEWstock | $3,000 | -90.6% | 100 | -90.9% | 0.00% | -91.7% |
PH | PARKER-HANNIFIN CORP COMstock | $3,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
PRTY | New | PARTY CITY HOLDCO INC COMstock | $3,000 | – | 2,000 | +100.0% | 0.00% | – |
PFGC | PERFORMANCE FOOD GROUP CO COMstock | $2,000 | 0.0% | 53 | 0.0% | 0.00% | +100.0% | |
PETQ | PETIQ INC COM CL Astock | $3,000 | -57.1% | 411 | 0.0% | 0.00% | -60.0% | |
DDOG | DATADOG INC CL A COMstock | $2,000 | 0.0% | 24 | 0.0% | 0.00% | +100.0% | |
DTE | DTE ENERGY CO COMstock | $2,000 | 0.0% | 16 | 0.0% | 0.00% | +100.0% | |
HYS | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX ETFetf | $3,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% | |
POST | POST HLDGS INC COMstock | $3,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
PEG | Buy | PUBLIC SVC ENTERPRISE GRP INC COMstock | $2,000 | 0.0% | 36 | +2.9% | 0.00% | +100.0% |
PUBM | PUBMATIC INC COM CL Astock | $2,000 | 0.0% | 100 | 0.0% | 0.00% | +100.0% | |
ROBINHOOD MKTS INC COM CL Astock | $2,000 | 0.0% | 200 | 0.0% | 0.00% | +100.0% | ||
ROKU | New | ROKU INC COM CL Astock | $2,000 | – | 30 | +100.0% | 0.00% | – |
RGLD | ROYAL GOLD INC COMstock | $3,000 | -25.0% | 35 | 0.0% | 0.00% | -33.3% | |
CLNE | CLEAN ENERGY FUELS CORP COMstock | $2,000 | +100.0% | 300 | 0.0% | 0.00% | +100.0% | |
CEVA | Sell | CEVA INC COMstock | $2,000 | -71.4% | 82 | -62.0% | 0.00% | -60.0% |
BLNK | BLINK CHARGING CO COMstock | $2,000 | 0.0% | 100 | 0.0% | 0.00% | +100.0% | |
BNTX | BIONTECH SE SPONSORED ADSadr | $3,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
SIRI | SIRIUS XM HOLDINGS INC COMstock | $3,000 | 0.0% | 512 | 0.0% | 0.00% | 0.0% | |
SNAP | SNAP INC CL Astock | $3,000 | -25.0% | 300 | 0.0% | 0.00% | -33.3% | |
BBY | BEST BUY INC COMstock | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
SQ | Sell | BLOCK INC CL Astock | $3,000 | -66.7% | 49 | -65.2% | 0.00% | -71.4% |
SLI | STANDARD LITHIUM LTD COMstock | $2,000 | 0.0% | 400 | 0.0% | 0.00% | +100.0% | |
AZEK | AZEK CO INC CL Astock | $2,000 | -33.3% | 150 | 0.0% | 0.00% | 0.0% | |
TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $2,000 | 0.0% | 25 | 0.0% | 0.00% | +100.0% | |
TDOC | Sell | TELADOC HEALTH INC COMstock | $2,000 | -71.4% | 80 | -61.4% | 0.00% | -60.0% |
ADSK | AUTODESK INC COMstock | $2,000 | 0.0% | 10 | 0.0% | 0.00% | +100.0% | |
ATO | ATMOS ENERGY CORP COMstock | $2,000 | 0.0% | 20 | 0.0% | 0.00% | +100.0% | |
TRMB | Sell | TRIMBLE INC COMstock | $3,000 | -70.0% | 49 | -72.0% | 0.00% | -71.4% |
UAL | Sell | UNITED AIRLS HLDGS INC COMstock | $3,000 | -92.3% | 100 | -90.9% | 0.00% | -93.1% |
X | UNITED STATES STL CORP NEW COMstock | $3,000 | 0.0% | 185 | 0.0% | 0.00% | 0.0% | |
U | Sell | UNITY SOFTWARE INC COMstock | $2,000 | -71.4% | 58 | -67.8% | 0.00% | -60.0% |
MTN | New | VAIL RESORTS INC COMstock | $3,000 | – | 15 | +100.0% | 0.00% | – |
ITM | VANECK INTERMEDIATE MUNI ETFetf | $3,000 | -25.0% | 80 | 0.0% | 0.00% | -33.3% | |
ADM | ARCHER DANIELS MIDLAND CO COMstock | $3,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
BUD | ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRadr | $2,000 | -33.3% | 52 | 0.0% | 0.00% | 0.0% | |
VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETFetf | $2,000 | 0.0% | 31 | 0.0% | 0.00% | +100.0% | |
VTV | VANGUARD VALUE ETFetf | $3,000 | -25.0% | 28 | 0.0% | 0.00% | -33.3% | |
VIAV | VIAVI SOLUTIONS INC COMstock | $3,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
AYX | Sell | ALTERYX INC COM CL Astock | $2,000 | -77.8% | 29 | -84.3% | 0.00% | -71.4% |
SNUG | ALPHA ARCHITECT ETF TRUST MERLYN AI TACTICAL GROWTH & INCOME FUNDetf | $2,000 | 0.0% | 100 | 0.0% | 0.00% | +100.0% | |
WELL | WELLTOWER INC COMreit | $3,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
AFRM | AFFIRM HLDGS INC COM CL Astock | $2,000 | 0.0% | 100 | 0.0% | 0.00% | +100.0% | |
WTMF | WISDOMTREE MANAGED FUTURES STRATEGY FUNDetf | $3,000 | -25.0% | 100 | 0.0% | 0.00% | -33.3% | |
YUMC | YUM CHINA HLDGS INC COMstock | $2,000 | 0.0% | 37 | 0.0% | 0.00% | +100.0% | |
FREY | New | FREYR BATTERY SHSstock | $3,000 | – | 225 | +100.0% | 0.00% | – |
TZOO | TRAVELZOO COM NEWstock | $1,000 | -50.0% | 300 | 0.0% | 0.00% | 0.0% | |
KR | KROGER CO COMstock | $1,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
BCS | BARCLAYS PLC ADRadr | $1,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% | |
AAL | Sell | AMERICAN AIRLS GROUP INC COMstock | $1,000 | -92.9% | 118 | -89.4% | 0.00% | -90.0% |
KHC | Buy | KRAFT HEINZ CO COMstock | $1,000 | – | 31 | +3000.0% | 0.00% | – |
HEXO | HEXO CORP COM NEWstock | $1,000 | 0.0% | 4,000 | 0.0% | 0.00% | 0.0% | |
VIAC | New | PARAMOUNT GLOBAL CLASS B COMstock | $1,000 | – | 30 | +100.0% | 0.00% | – |
MNST | MONSTER BEVERAGE CORP NEW COMstock | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
HPE | Buy | HEWLETT PACKARD ENTERPRISE CO COMstock | $1,000 | -50.0% | 116 | +0.9% | 0.00% | 0.0% |
ORION OFFICE REIT INC COMreit | $1,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | ||
ITA | ISHARES U.S. AEROSPACE & DEFENSE ETFetf | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
SONO | SONOS INC COMstock | $1,000 | -50.0% | 100 | 0.0% | 0.00% | 0.0% | |
VMW | Sell | VMWARE INC CL A COMstock | $1,000 | -80.0% | 10 | -75.0% | 0.00% | -75.0% |
VOD | VODAFONE GROUP PLC NEW SPONSORED ADRadr | $1,000 | 0.0% | 46 | 0.0% | 0.00% | 0.0% | |
SAVE | Sell | SPIRIT AIRLS INC COMstock | $1,000 | -96.0% | 60 | -94.3% | 0.00% | -94.7% |
KSS | New | KOHLS CORP COMstock | $1,000 | – | 50 | +100.0% | 0.00% | – |
TELESAT CORP CL A & CL B SHSstock | $1,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | ||
PATH | UIPATH INC CL Astock | $1,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
OPEN | OPENDOOR TECHNOLOGIES INC COMstock | $1,000 | -50.0% | 450 | 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% | |
CAN | CANAAN INC SPONSORED ADSadr | $1,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
FTSL | FIRST TRUST SENIOR LOAN FUNDetf | $1,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
ALK | Sell | ALASKA AIR GROUP INC COMstock | $1,000 | -97.6% | 28 | -97.2% | 0.00% | -96.8% |
PICK | New | ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETFetf | $1,000 | – | 28 | +100.0% | 0.00% | – |
GRX | Buy | GABELLI HLTHCARE & WELLNESS TR SHScef | $1,000 | 0.0% | 115 | +1.8% | 0.00% | 0.0% |
ABNB | AIRBNB INC COM CL Astock | $1,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
HIO | WESTERN ASSET HIGH INCOME OPPO COMstock | $1,000 | 0.0% | 143 | 0.0% | 0.00% | 0.0% | |
FIVE | New | FIVE BELOW INC COMstock | $1,000 | – | 10 | +100.0% | 0.00% | – |
ZM | ZOOM VIDEO COMMUNICATIONS INC CL Astock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
CVS | CVS HEALTH CORP COMstock | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
ARWR | ARROWHEAD PHARMACEUTICALS INC COMstock | $1,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
UUP | INVESCO DB US DOLLAR INDEX BULLISH FUNDetf | $1,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
ATVI | ACTIVISION BLIZZARD INC COMstock | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
FCX | FREEPORT-MCMORAN INC CL Bstock | $1,000 | -50.0% | 52 | 0.0% | 0.00% | 0.0% | |
ZTS | ZOETIS INC CL Astock | $1,000 | -50.0% | 10 | 0.0% | 0.00% | 0.0% | |
QQQM | INVESCO NASDAQ 100 ETFetf | $1,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
FCEL | FUELCELL ENERGY INC COMstock | $1,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
MELI | MERCADOLIBRE INC COMstock | $1,000 | 0.0% | 1 | 0.0% | 0.00% | 0.0% | |
OGN | ORGANON & CO COMMON STOCKstock | $1,000 | 0.0% | 27 | 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 | 0.0% | 47 | 0.0% | 0.00% | 0.0% | |
ZBH | ZIMMER BIOMET HOLDINGS INC COMstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
PORTILLOS INC COM CL Astock | $1,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | ||
FAS | New | DIREXION DAILY FINANCIAL BULL 3X SHARESetf | $1,000 | – | 10 | +100.0% | 0.00% | – |
ICE | INTERCONTINENTAL EXCHANGE INC COMstock | $1,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
REMX | New | VANECK RARE EARTH/STRATEGIC METALS ETFetf | $1,000 | – | 14 | +100.0% | 0.00% | – |
NWN | NORTHWEST NAT HLDG CO COMstock | $1,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
ELF | New | E L F BEAUTY INC COMstock | $1,000 | – | 30 | +100.0% | 0.00% | – |
TLRY | TILRAY BRANDS INC COM CL 2stock | $1,000 | 0.0% | 451 | 0.0% | 0.00% | 0.0% | |
QS | Sell | QUANTUMSCAPE CORP COM CL Astock | $1,000 | 0.0% | 75 | -25.0% | 0.00% | 0.0% |
LYFT | LYFT INC CL A COMstock | $1,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
HYZON MOTORS INC COM CL Astock | $1,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | ||
CMPS | COMPASS PATHWAYS PLC SPONSORED ADSadr | $1,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
LAZR | LUMINAR TECHNOLOGIES INC COM CL Astock | $1,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
LUMN | LUMEN TECHNOLOGIES INC COMstock | $1,000 | -50.0% | 192 | 0.0% | 0.00% | 0.0% | |
LULU | LULULEMON ATHLETICA INC COMstock | $1,000 | 0.0% | 3 | 0.0% | 0.00% | 0.0% | |
LYV | LIVE NATION ENTERTAINMENT INC COMstock | $1,000 | 0.0% | 10 | 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% | |
DXC | DXC TECHNOLOGY CO COMstock | $0 | – | 8 | 0.0% | 0.00% | – | |
PLAY | DAVE & BUSTERS ENTMT INC COMstock | $0 | – | 10 | 0.0% | 0.00% | – | |
BIDU | BAIDU INC SPON ADR REP Aadr | $0 | – | 1 | 0.0% | 0.00% | – | |
HOLX | Exit | HOLOGIC INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
SYLVAMO CORP COMMON STOCKstock | $0 | – | 6 | 0.0% | 0.00% | – | ||
DVN | Buy | DEVON ENERGY CORP NEW COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
AX | AXOS FINANCIAL INC COMstock | $0 | – | 5 | 0.0% | 0.00% | – | |
TTWO | Sell | TAKE-TWO INTERACTIVE SOFTWARE COMstock | $0 | -100.0% | 2 | -83.3% | 0.00% | -100.0% |
AVNS | Sell | AVANOS MED INC COMstock | $0 | -100.0% | 12 | -52.0% | 0.00% | -100.0% |
ORGANIGRAM HLDGS INC COMstock | $0 | – | 165 | 0.0% | 0.00% | – | ||
OCGN | New | OCUGEN INC COMstock | $0 | – | 100 | +100.0% | 0.00% | – |
DKS | Sell | DICKS SPORTING GOODS INC COMstock | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
DXCM | Exit | DEXCOM INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
EDIT | EDITAS MEDICINE INC COMstock | $0 | – | 10 | 0.0% | 0.00% | – | |
New | MIND MEDICINE MINDMED INC COM NEWstock | $0 | – | 66 | +100.0% | 0.00% | – | |
ASTR | ASTRA SPACE INC COM CL Astock | $0 | – | 170 | 0.0% | 0.00% | – | |
MICRO FOCUS INTL PLC SPON ADR NEWadr | $0 | – | 12 | 0.0% | 0.00% | – | ||
EMAN | EMAGIN CORP COM NEWstock | $0 | – | 20 | 0.0% | 0.00% | – | |
MAT | Sell | MATTEL INC COMstock | $0 | – | 10 | -50.0% | 0.00% | – |
MRO | MARATHON OIL CORP COMstock | $0 | – | 3 | 0.0% | 0.00% | – | |
FUV | ARCIMOTO INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
KNDI | Exit | KANDI TECHNOLOGIES GROUP INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
FV | Exit | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
VEA | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $0 | – | 3 | 0.0% | 0.00% | – | |
M | New | MACYS INC COMstock | $0 | – | 20 | +100.0% | 0.00% | – |
VWO | VANGUARD FTSE EMERGING MARKETS ETFetf | $0 | – | 3 | 0.0% | 0.00% | – | |
KYNDRYL HLDGS INC COMMON STOCKstock | $0 | – | 47 | 0.0% | 0.00% | – | ||
PKI | Exit | PERKINELMER INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
VTRS | VIATRIS INC COMstock | $0 | – | 19 | 0.0% | 0.00% | – | |
SPCE | VIRGIN GALACTIC HOLDINGS INC COMstock | $0 | -100.0% | 100 | 0.0% | 0.00% | -100.0% | |
VSTO | VISTA OUTDOOR INC COMstock | $0 | – | 10 | 0.0% | 0.00% | – | |
VOLTA INC COM CL Astock | $0 | -100.0% | 400 | 0.0% | 0.00% | -100.0% | ||
KIRK | KIRKLANDS INC COMstock | $0 | – | 100 | 0.0% | 0.00% | – | |
BABA | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $0 | – | 1 | 0.0% | 0.00% | – | |
WAB | WABTEC COMstock | $0 | – | 2 | 0.0% | 0.00% | – | |
JPST | Sell | JPMORGAN ULTRA-SHORT INCOME ETFetf | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
CGC | Exit | CANOPY GROWTH CORP COMstock | $0 | – | -170 | -100.0% | 0.00% | – |
AVAV | AEROVIRONMENT INC COMstock | $0 | – | 3 | 0.0% | 0.00% | – | |
FVE | ALERISLIFE INC COM NEWstock | $0 | – | 57 | 0.0% | 0.00% | – | |
XRX | XEROX HOLDINGS CORP COM NEWstock | $0 | – | 3 | 0.0% | 0.00% | – | |
BBBY | Exit | BED BATH & BEYOND INC COMstock | $0 | – | -50 | -100.0% | 0.00% | – |
ZIMVIE INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | ||
HA | Sell | HAWAIIAN HOLDINGS INC COMstock | $0 | -100.0% | 10 | -99.0% | 0.00% | -100.0% |
IIPR | INNOVATIVE INDL PPTYS INC COMreit | $0 | – | 1 | 0.0% | 0.00% | – | |
ARKF | ARK FINTECH INNOVATION ETFetf | $0 | – | 2 | 0.0% | 0.00% | – | |
GRMN | GARMIN LTD SHSstock | $0 | – | 3 | 0.0% | 0.00% | – | |
RIG | TRANSOCEAN LTD REG SHSstock | $0 | – | 50 | 0.0% | 0.00% | – | |
CRNT | CERAGON NETWORKS LTD ORDstock | $0 | – | 100 | 0.0% | 0.00% | – | |
FVRR | FIVERR INTL LTD ORD SHSstock | $0 | -100.0% | 15 | 0.0% | 0.00% | -100.0% | |
IONQ INC COMstock | $0 | – | 50 | 0.0% | 0.00% | – | ||
Exit | VACASA INC CLASS A COMstock | $0 | – | -100 | -100.0% | 0.00% | – | |
ACN | Exit | ACCENTURE PLC IRELAND SHS CLASS Astock | $0 | – | 0 | +100.0% | 0.00% | – |
CHGG | Exit | CHEGG INC COMstock | $0 | – | -10 | -100.0% | 0.00% | – |
FSR | Exit | FISKER INC CL A COM STKstock | $0 | – | -40 | -100.0% | 0.00% | – |
SKIN | Exit | THE BEAUTY HEALTH COMPANY COM CL Astock | $0 | – | -25 | -100.0% | 0.00% | – |
TROW | Exit | PRICE T ROWE GROUP INC COMstock | $0 | – | -2 | -100.0% | 0.00% | – |
SNOW | Exit | SNOWFLAKE INC CL Astock | $0 | – | 0 | +100.0% | 0.00% | – |
CWH | CAMPING WORLD HLDGS INC CL Astock | $0 | – | 5 | 0.0% | 0.00% | – | |
SCHV | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $0 | – | 4 | 0.0% | 0.00% | – | |
CVNA | CARVANA CO CL Astock | $0 | – | 10 | 0.0% | 0.00% | – | |
SABR | SABRE CORP COMstock | $0 | – | 50 | 0.0% | 0.00% | – | |
COLB | COLUMBIA BKG SYS INC COMstock | $0 | – | 11 | 0.0% | 0.00% | – | |
MUST | Sell | COLUMBIA MULTI-SECTOR MUNICIPAL INCOME ETFetf | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
RMO | ROMEO POWER INC COMstock | $0 | – | 500 | 0.0% | 0.00% | – | |
ROCKET LAB USA INC COMstock | $0 | – | 100 | 0.0% | 0.00% | – | ||
BYND | BEYOND MEAT INC COMstock | $0 | – | 10 | 0.0% | 0.00% | – | |
SPG | New | SIMON PPTY GROUP INC NEW COMreit | $0 | – | 0 | +100.0% | 0.00% | – |
CNDT | CONDUENT INC COMstock | $0 | – | 2 | 0.0% | 0.00% | – | |
UPRO | PROSHARES ULTRAPRO S&P500etf | $0 | – | 10 | 0.0% | 0.00% | – | |
SWBI | SMITH & WESSON BRANDS INC COMstock | $0 | – | 20 | 0.0% | 0.00% | – | |
POLESTAR AUTOMOTIVE HLDG UK ADS Aadr | $0 | – | 50 | 0.0% | 0.00% | – | ||
ANY | SPHERE 3D CORP NEW COMstock | $0 | – | 200 | 0.0% | 0.00% | – | |
CLXPF | CYBIN INC COMstock | $0 | – | 500 | 0.0% | 0.00% | – | |
DTM | DT MIDSTREAM INC COMMON STOCKstock | $0 | – | 4 | 0.0% | 0.00% | – | |
ZUO | ZUORA INC COM CL Astock | $0 | – | 20 | 0.0% | 0.00% | – | |
FLGT | FULGENT GENETICS INC COMstock | $0 | – | 5 | 0.0% | 0.00% | – | |
CMCL | CALEDONIA MNG CORP PLC SHS NEWstock | $0 | – | 20 | 0.0% | 0.00% | – | |
CZR | Exit | CAESARS ENTERTAINMENT INC NEW COMstock | $0 | – | -18 | -100.0% | -0.00% | – |
MLCO | Exit | MELCO RESORTS AND ENTMNT LTD ADRadr | $0 | – | -100 | -100.0% | -0.00% | – |
NOVA | Exit | SUNNOVA ENERGY INTL INC. COMstock | $0 | – | -75 | -100.0% | -0.00% | – |
AMC | Exit | AMC ENTMT HLDGS INC CL A COMstock | $0 | – | -50 | -100.0% | -0.00% | – |
MHK | Exit | MOHAWK INDS INC COMstock | $0 | – | -10 | -100.0% | -0.00% | – |
MNMD | Exit | MIND MEDICINE MINDMED INC COMMON SHARESstock | $0 | – | -1,000 | -100.0% | -0.00% | – |
MBUU | Exit | MALIBU BOATS INC COM CL Astock | $0 | – | -25 | -100.0% | -0.00% | – |
Exit | EMBECTA CORP COMMON STOCKstock | $0 | – | -33 | -100.0% | -0.00% | – | |
IYF | Exit | ISHARES U.S. FINANCIALS ETFetf | $0 | – | -20 | -100.0% | -0.00% | – |
UNG | Exit | UNITED STATES NATURAL GAS FUND, LPetf | $0 | – | -30 | -100.0% | -0.00% | – |
SIG | Exit | SIGNET JEWELERS LIMITED SHSstock | $0 | – | -50 | -100.0% | -0.00% | – |
ZS | Exit | ZSCALER INC COMstock | $0 | – | -20 | -100.0% | -0.00% | – |
NET | Exit | CLOUDFLARE INC CL A COMstock | $0 | – | -85 | -100.0% | -0.00% | – |
OXY | Exit | OCCIDENTAL PETE CORP COMstock | $0 | – | -60 | -100.0% | -0.00% | – |
APPH | Exit | APPHARVEST INC COMstock | $0 | – | -1,215 | -100.0% | -0.00% | – |
AI | Exit | C3 AI INC CL Astock | $0 | – | -201 | -100.0% | -0.00% | – |
ESTC | Exit | ELASTIC N V ORD SHSstock | $0 | – | -76 | -100.0% | -0.00% | – |
SHY | Exit | ISHARES 1-3 YEAR TREASURY BOND ETFetf | $0 | – | -90 | -100.0% | -0.01% | – |
LVS | Exit | LAS VEGAS SANDS CORP COMstock | $0 | – | -200 | -100.0% | -0.01% | – |
ULCC | Exit | FRONTIER GROUP HLDGS INC COMstock | $0 | – | -1,000 | -100.0% | -0.01% | – |
SNCY | Exit | SUN CTRY AIRLS HLDGS INC COMstock | $0 | – | -1,000 | -100.0% | -0.01% | – |
MKC | Exit | MCCORMICK & CO INC COM NON VTGstock | $0 | – | -261 | -100.0% | -0.02% | – |
GSK | Exit | GSK PLC SPONSORED ADRadr | $0 | – | -540 | -100.0% | -0.02% | – |
TMO | Exit | THERMO FISHER SCIENTIFIC INC COMstock | $0 | – | -51 | -100.0% | -0.02% | – |
HAS | Exit | HASBRO INC COMstock | $0 | – | -397 | -100.0% | -0.02% | – |
MINT | Exit | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDetf | $0 | – | -380 | -100.0% | -0.03% | – |
SLQD | Exit | ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $0 | – | -795 | -100.0% | -0.03% | – |
Exit | PROSPECT CAP CORP 4.95 07/15/2022convertible | $0 | – | -42,000 | -100.0% | -0.03% | – | |
WLL | Exit | WHITING PETE CORP NEW COM NEWstock | $0 | – | -620 | -100.0% | -0.03% | – |
RVNU | Exit | X-TRACKERS MUNICIPAL INFRASTRUCTURE REVENUE BOND ETFetf | $0 | – | -1,761 | -100.0% | -0.03% | – |
Exit | APOLLO COML REAL ESTATE FIN 4.75 08/23/2022convertible | $0 | – | -55,000 | -100.0% | -0.04% | – | |
IJS | Exit | ISHARES S&P SMALL-CAP 600 VALUE ETFetf | $0 | – | -11,945 | -100.0% | -0.80% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-18
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.