$856 Thousand is the total value of Tradition Wealth Management, LLC's 1381 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 25.9% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SCHG | Buy | SCHWAB US LARGE CAPuit exchange traded | $45,451 | +16.0% | 632,436 | +5.5% | 5.31% | +8.9% |
BUFR | Buy | FT CBOE VEST FUND OFuit exchange traded | $28,417 | +7.3% | 1,147,149 | +0.6% | 3.32% | +0.8% |
VBR | Buy | VANGUARD SMALL CAP VALUEuit exchange traded | $26,085 | +10.7% | 157,707 | +6.2% | 3.05% | +3.9% |
AAPL | Buy | APPLE INC | $24,683 | +20.3% | 127,254 | +2.3% | 2.88% | +13.0% |
JEPI | Buy | JPMORGAN EQUITY PREMIUMuit exchange traded | $20,898 | +6.7% | 377,689 | +5.3% | 2.44% | +0.1% |
FNDF | Buy | SCHWAB FUNDAMENTAL INLuit exchange traded | $19,045 | +8.8% | 589,800 | +5.4% | 2.22% | +2.2% |
SPLG | Buy | SPDR PORTFOLIO S&P 500uit exchange traded | $15,214 | +10.5% | 291,959 | +2.1% | 1.78% | +3.7% |
RSP | Buy | INVSC S P 500 EQUALuit exchange traded | $14,442 | +25.6% | 96,513 | +21.4% | 1.69% | +17.9% |
DBEF | Buy | XTRACKERS MSCI EAFE HDGDuit exchange traded | $14,029 | +7.6% | 396,638 | +7.1% | 1.64% | +1.0% |
IJR | Buy | ISHARES CORE S&Puit exchange traded | $12,968 | +3.5% | 130,131 | +0.4% | 1.51% | -2.9% |
SCHB | Buy | SCHWAB US BROAD MARKETuit exchange traded | $12,147 | +10.3% | 234,946 | +2.1% | 1.42% | +3.5% |
MSFT | Buy | MICROSOFT CORP | $10,794 | +21.1% | 31,696 | +2.5% | 1.26% | +13.6% |
IUSB | Buy | ISHARES TOTAL USD BONDuit exchange traded | $9,652 | +0.0% | 212,282 | +1.5% | 1.13% | -6.1% |
QQQ | Buy | INVSC QQQ TRUST SRS 1uit exchange traded | $9,248 | +31.1% | 25,034 | +13.9% | 1.08% | +23.0% |
FTCS | Buy | FIRST TRUST CAPITALuit exchange traded | $9,233 | +4.0% | 122,976 | +1.0% | 1.08% | -2.4% |
BRKB | Buy | BERKSHIRE HATHAWAY | $8,314 | +18.2% | 24,382 | +7.0% | 0.97% | +11.0% |
VIG | Buy | VANGUARD DIVIDENDuit exchange traded | $7,950 | +288.2% | 48,941 | +268.1% | 0.93% | +263.9% |
UNH | Buy | UNITEDHEALTH GRP INC | $7,817 | +8.5% | 16,263 | +6.6% | 0.91% | +1.9% |
SCHY | Buy | SCHWAB INTERNATIONALuit exchange traded | $7,692 | +45.2% | 218,139 | +41.3% | 0.90% | +36.3% |
BLL | Buy | BALL CORP | $7,663 | +5.6% | 131,643 | +0.0% | 0.90% | -0.8% |
EEM | Buy | ISHARES MSCI EMERGINGuit exchange traded | $6,311 | +5.5% | 122,816 | +0.1% | 0.74% | -0.9% |
IBB | Buy | ISHARES BIOTECHNOLOGYuit exchange traded | $6,047 | +1.4% | 47,633 | +3.2% | 0.71% | -4.9% |
New | BLACKSTONE REAL ESTATEreal estate investme | $6,032 | – | 413,172 | +100.0% | 0.70% | – | |
AMZN | Buy | AMAZON.COM INC | $5,939 | +33.5% | 45,555 | +5.8% | 0.69% | +25.1% |
USMV | Buy | ISHARES MSCI USA MIN VOLuit exchange traded | $5,751 | +117.4% | 77,369 | +112.7% | 0.67% | +104.0% |
NOBL | Buy | PROSHARES S&P 500 DIVuit exchange traded | $5,662 | +6.2% | 60,052 | +2.8% | 0.66% | -0.3% |
SCHR | Buy | SCHWAB INTERMEDIATE TERMuit exchange traded | $5,266 | +6739.0% | 106,867 | +6889.3% | 0.62% | +6050.0% |
NVDA | Buy | NVIDIA CORP | $5,186 | +65.5% | 12,259 | +8.7% | 0.61% | +55.4% |
EFG | Buy | ISHARES MSCI EAFE GROWTHuit exchange traded | $4,878 | +4.1% | 51,125 | +2.2% | 0.57% | -2.2% |
WFH | Buy | DIREXION WORK FROM HOMEuit exchange traded | $4,684 | +8.0% | 95,047 | +0.1% | 0.55% | +1.3% |
BWB | Buy | BRIDGEWATER BANCSHARES I | $4,106 | -2.8% | 416,850 | +7.0% | 0.48% | -8.8% |
VEA | Buy | VANGUARD FTSE DEVELOPEDuit exchange traded | $4,088 | +5.7% | 88,531 | +3.4% | 0.48% | -0.8% |
GOOG | Buy | ALPHABET INC. | $3,881 | +24.6% | 32,285 | +7.7% | 0.45% | +17.1% |
MBB | Buy | ISHARES MBS ETFuit exchange traded | $3,466 | -0.9% | 37,167 | +0.7% | 0.40% | -6.9% |
ABBV | Buy | ABBVIE INC | $3,191 | -12.0% | 23,683 | +4.0% | 0.37% | -17.3% |
Buy | HINES GLOBAL INCOME TRUSreal estate investme | $3,178 | +18.0% | 303,531 | +21.5% | 0.37% | +10.7% | |
EFV | Buy | ISHARES MSCI EAFE VALUEuit exchange traded | $3,165 | +3.3% | 64,666 | +2.5% | 0.37% | -2.9% |
GOVT | Buy | ISHARES US TREASURY BONDuit exchange traded | $3,135 | -0.9% | 136,895 | +1.2% | 0.37% | -6.9% |
SGOL | Buy | ABRDN PHYSICAL GOLDuit exchange traded | $3,005 | -1.8% | 163,587 | +0.8% | 0.35% | -7.9% |
IEMG | Buy | ISHARES CORE MSCIuit exchange traded | $2,962 | +3.3% | 60,027 | +2.1% | 0.35% | -3.1% |
IQLT | Buy | ISHS MSCI INTL QUALITYuit exchange traded | $2,896 | +4.3% | 81,358 | +3.4% | 0.34% | -2.0% |
IYW | Buy | ISHARES US TECHNOLOGYuit exchange traded | $2,854 | +18.3% | 26,218 | +0.9% | 0.33% | +11.0% |
UPS | Buy | UNITED PARCEL SRVC | $2,674 | +514.7% | 14,918 | +565.7% | 0.31% | +477.8% |
MCD | Buy | MCDONALDS CORP | $2,431 | +9.6% | 8,145 | +2.6% | 0.28% | +2.9% |
Buy | JPMORGAN INCOME ETFuit exchange traded | $2,413 | +52.0% | 53,395 | +54.0% | 0.28% | +43.1% | |
CALF | Buy | PACER US SMALL CAP CASHuit exchange traded | $2,330 | +21.7% | 57,240 | +13.8% | 0.27% | +14.3% |
COWZ | Buy | PACER US CASH COWS 100uit exchange traded | $1,998 | +7.7% | 41,730 | +5.6% | 0.23% | +0.9% |
Buy | J P MORGAN NASDAQ EQTuit exchange traded | $1,971 | +24.8% | 40,740 | +16.3% | 0.23% | +17.3% | |
UTG | Buy | REAVES UTILITY INCOMEclosed end mutl fund | $1,915 | +4.3% | 69,825 | +7.9% | 0.22% | -1.8% |
TSLA | Buy | TESLA INC | $1,894 | +42.0% | 7,236 | +12.5% | 0.22% | +33.1% |
MGV | Buy | VANGUARD MEGA CAP VALUEuit exchange traded | $1,830 | +6.4% | 17,638 | +3.6% | 0.21% | 0.0% |
CSCO | Buy | CISCO SYSTEMS INC | $1,814 | +2.8% | 35,056 | +3.9% | 0.21% | -3.2% |
VRP | Buy | INVSC VARIABLE RATEuit exchange traded | $1,747 | +8.7% | 78,503 | +8.2% | 0.20% | +2.0% |
Buy | CAPITAL GROUP GLOBALuit exchange traded | $1,600 | +12.9% | 65,868 | +7.2% | 0.19% | +6.2% | |
FICO | Buy | FAIR ISAAC INTL CORP | $1,598 | +51.6% | 1,975 | +31.7% | 0.19% | +42.7% |
VWO | Buy | VANGUARD FTSE EMERGINGuit exchange traded | $1,563 | +1.2% | 38,427 | +0.5% | 0.18% | -5.2% |
HD | Buy | HOME DEPOT INC | $1,478 | +7.6% | 4,757 | +2.3% | 0.17% | +1.2% |
COST | Buy | COSTCO WHOLESALE CO | $1,436 | +9.7% | 2,667 | +1.2% | 0.17% | +3.1% |
QQQJ | Buy | INVESCO NASDAQ NEXT GENuit exchange traded | $1,424 | +7.6% | 54,485 | +5.0% | 0.17% | +0.6% |
VBK | Buy | VANGUARD SMALL CAPuit exchange traded | $1,411 | +10.0% | 6,142 | +3.6% | 0.16% | +3.1% |
MDT | Buy | MEDTRONIC PLC Fforeign ordinaries | $1,366 | +18.3% | 15,500 | +8.2% | 0.16% | +10.4% |
LRCX | Buy | LAM RESEARCH CORP | $1,278 | +29.6% | 1,988 | +6.9% | 0.15% | +21.1% |
WMT | Buy | WALMART INC | $1,181 | +10.3% | 7,511 | +3.4% | 0.14% | +3.8% |
DTEC | Buy | ALPS DISRUPTIVEuit exchange traded | $1,131 | +34.0% | 28,746 | +26.6% | 0.13% | +25.7% |
TLH | Buy | ISHARES 10-20 YEARuit exchange traded | $1,057 | -1.7% | 9,541 | +1.7% | 0.12% | -8.2% |
VZ | Buy | VERIZON COMMUNICATN | $997 | +1.3% | 26,807 | +5.9% | 0.12% | -4.9% |
VCSH | Buy | VGRD STC ETF DVuit exchange traded | $990 | +0.6% | 13,091 | +1.4% | 0.12% | -4.9% |
TLT | Buy | ISHARES 20 YEARuit exchange traded | $973 | +7384.6% | 9,456 | +7913.6% | 0.11% | +5600.0% |
ADBE | Buy | ADOBE INC | $980 | +34.8% | 2,005 | +6.3% | 0.11% | +26.7% |
V | Buy | VISA INC | $971 | +6.4% | 4,088 | +1.0% | 0.11% | -0.9% |
CWI | Buy | SPDR MSCI ACWI EX-USuit exchange traded | $964 | +2.1% | 36,908 | +0.6% | 0.11% | -3.4% |
ALE | Buy | ALLETE INC | $946 | -9.7% | 16,313 | +0.2% | 0.11% | -15.4% |
XOM | Buy | EXXON MOBIL CORP | $940 | +0.5% | 8,768 | +2.9% | 0.11% | -5.2% |
HON | Buy | HONEYWELL INTL INC | $910 | +13.0% | 4,384 | +4.1% | 0.11% | +6.0% |
ABT | Buy | ABBOTT LABORATORIES | $902 | +9.2% | 8,270 | +1.4% | 0.10% | +1.9% |
NULV | Buy | NUVEEN ESG LARGE CAPuit exchange traded | $865 | +73.3% | 24,950 | +70.5% | 0.10% | +62.9% |
MO | Buy | ALTRIA GROUP INC | $847 | +4.4% | 18,705 | +2.9% | 0.10% | -2.0% |
PKW | Buy | INVSC BUYBACK ACHIEVERSuit exchange traded | $842 | +5.4% | 9,414 | +0.2% | 0.10% | -1.0% |
IVV | Buy | ISHARES CORE S&P 500uit exchange traded | $814 | +30.4% | 1,827 | +20.4% | 0.10% | +21.8% |
PEP | Buy | PEPSICO INC | $798 | +22.4% | 4,309 | +20.4% | 0.09% | +14.8% |
GLD | Buy | SPDR GOLD SHARES ETFuit exchange traded | $783 | +29.9% | 4,391 | +33.4% | 0.09% | +21.3% |
PANW | Buy | PALO ALTO NETWORKS | $747 | +1560.0% | 2,923 | +1199.1% | 0.09% | +1350.0% |
AMGN | Buy | AMGEN INC. | $710 | -1.3% | 3,198 | +7.5% | 0.08% | -6.7% |
XLV | Buy | SELECT SECTOR HEALTHuit exchange traded | $704 | +9.7% | 5,305 | +6.9% | 0.08% | +2.5% |
DE | Buy | DEERE & CO | $699 | -0.9% | 1,726 | +1.1% | 0.08% | -6.8% |
EAGG | Buy | ISHARES ESG AWARE USuit exchange traded | $696 | +144.2% | 14,763 | +148.5% | 0.08% | +131.4% |
IBM | Buy | IBM CORP | $651 | +5.5% | 4,867 | +3.4% | 0.08% | -1.3% |
Buy | FT CBOE VST FD OF NASDAQuit exchange traded | $651 | +17.9% | 25,991 | +8.5% | 0.08% | +10.1% | |
PG | Buy | PROCTER & GAMBLE | $654 | +5.3% | 4,310 | +3.2% | 0.08% | -1.3% |
TRV | Buy | TRAVELERS COMPANIES | $648 | +3.3% | 3,729 | +1.9% | 0.08% | -2.6% |
TXN | Buy | TEXAS INSTRUMENTS | $635 | +1.1% | 3,527 | +4.5% | 0.07% | -5.1% |
ACN | Buy | ACCENTURE PLC Fforeign ordinaries | $621 | +8.4% | 2,014 | +0.4% | 0.07% | +2.8% |
FXH | Buy | FIRST TRUST HEALTH CAREuit exchange traded | $626 | +0.8% | 5,779 | +0.0% | 0.07% | -5.2% |
PRFZ | Buy | PW FT RAFI US ETF DVuit exchange traded | $619 | +4.6% | 3,601 | +0.1% | 0.07% | -2.7% |
VSGX | Buy | VANGUARD ESG INTERNATNLuit exchange traded | $615 | +3.4% | 11,583 | +1.9% | 0.07% | -2.7% |
ORCL | Buy | ORACLE CORP | $616 | +35.7% | 5,171 | +5.9% | 0.07% | +28.6% |
TIP | Buy | ISHARES TIPS BOND ETFuit exchange traded | $605 | +3.2% | 5,618 | +5.6% | 0.07% | -2.7% |
TTE | Buy | TOTALENERGIES SE Famerican depository | $589 | -1.8% | 10,227 | +0.7% | 0.07% | -8.0% |
LMT | Buy | LOCKHEED MARTIN CORP | $582 | +6.4% | 1,263 | +9.2% | 0.07% | 0.0% |
Buy | CAPITAL GROUP CORE PLUSuit exchange traded | $585 | +170.8% | 26,302 | +178.1% | 0.07% | +151.9% | |
WM | Buy | WASTE MANAGEMENT INC | $569 | +12.0% | 3,282 | +5.5% | 0.07% | +4.8% |
Buy | CAPITAL GROUP DIVIDENDuit exchange traded | $567 | +14.8% | 20,956 | +5.7% | 0.07% | +8.2% | |
ITA | Buy | ISHARES US AEROSPACEuit exchange traded | $554 | +1.7% | 4,747 | +0.2% | 0.06% | -4.4% |
LOW | Buy | LOWES COMPANIES INC | $558 | +25.4% | 2,473 | +11.0% | 0.06% | +18.2% |
BMY | Buy | BRISTOL-MYERS SQUIBB | $546 | -4.9% | 8,531 | +3.0% | 0.06% | -9.9% |
PPH | Buy | VANECK PHARMACEUTICALuit exchange traded | $537 | +4.7% | 6,814 | +3.0% | 0.06% | -1.6% |
CHSCL | New | CHS INC. 7.5 PFDpreferred stock | $536 | – | 20,400 | +100.0% | 0.06% | – |
SO | Buy | SOUTHERN CO | $514 | +1.2% | 7,321 | +0.3% | 0.06% | -4.8% |
NUSC | Buy | NUVEEN ESG SMALL CAPuit exchange traded | $503 | +6.8% | 13,600 | +2.2% | 0.06% | 0.0% |
AXP | Buy | AMERICAN EXPRESS CO | $503 | +8.9% | 2,890 | +3.3% | 0.06% | +3.5% |
EPD | Buy | ENTERPRISE PRODS PART LPlimited partnershp | $494 | +2.5% | 18,757 | +0.7% | 0.06% | -3.3% |
RTX | Buy | RAYTHEON TECHNOLOGIES CO | $487 | +1.7% | 4,972 | +1.6% | 0.06% | -5.0% |
BA | Buy | BOEING CO | $490 | +3.2% | 2,319 | +3.8% | 0.06% | -3.4% |
IFRA | Buy | ISHARES USuit exchange traded | $483 | +7.3% | 12,353 | +2.5% | 0.06% | 0.0% |
DAL | Buy | DELTA AIR LINES INC DEL | $474 | +36.6% | 9,976 | +0.3% | 0.06% | +27.9% |
MA | Buy | MASTERCARD INC | $468 | +16.4% | 1,189 | +7.4% | 0.06% | +10.0% |
VYM | Buy | VANGUARD HIGH DIVIDENDuit exchange traded | $467 | +1.3% | 4,407 | +0.8% | 0.06% | -3.5% |
SUSB | Buy | ISHARES ESG AWR 1-5 Yuit exchange traded | $460 | +9.3% | 19,234 | +10.0% | 0.05% | +3.8% |
MAIN | Buy | MAIN STREET CAPITAL | $443 | +4.0% | 11,074 | +2.6% | 0.05% | -1.9% |
EMB | Buy | ISHARES JP MORGAN USDuit exchange traded | $434 | +5.3% | 5,015 | +4.9% | 0.05% | 0.0% |
SUN | Buy | SUNOCO LP LPlimited partnershp | $426 | +11.5% | 9,786 | +12.5% | 0.05% | +4.2% |
FB | Buy | META PLATFORMS INC | $419 | +55.8% | 1,460 | +15.0% | 0.05% | +48.5% |
PM | Buy | PHILIP MORRIS INTL | $416 | +1.0% | 4,263 | +0.6% | 0.05% | -3.9% |
ISRG | Buy | INTUITIVE SURGICAL | $412 | +52.0% | 1,206 | +13.8% | 0.05% | +41.2% |
SNOW | Buy | SNOWFLAKE INC | $409 | +34.5% | 2,324 | +17.8% | 0.05% | +26.3% |
ARKK | Buy | ARK INNOVATION ETFuit exchange traded | $397 | +64.7% | 9,001 | +50.7% | 0.05% | +53.3% |
NEE | Buy | NEXTERA ENERGY INC | $384 | -2.3% | 5,182 | +1.6% | 0.04% | -8.2% |
OKE | Buy | ONEOK INC | $385 | +2.4% | 6,235 | +5.4% | 0.04% | -4.3% |
SDOG | Buy | ALPS SECTOR DIVIDENDuit exchange traded | $387 | -1.8% | 7,741 | +0.6% | 0.04% | -8.2% |
VTI | Buy | VANGUARD TOTAL STOCKuit exchange traded | $385 | +7.8% | 1,750 | +0.1% | 0.04% | +2.3% |
FDX | Buy | FEDEX CORP | $377 | +12.5% | 1,522 | +3.7% | 0.04% | +4.8% |
SLV | Buy | ISHARES SILVER TRUSTuit exchange traded | $381 | +25.3% | 18,231 | +32.8% | 0.04% | +15.8% |
IVE | Buy | ISHARES S&P 500 VALUEuit exchange traded | $360 | +6.2% | 2,235 | +0.1% | 0.04% | 0.0% |
SMH | Buy | VANECK SEMICONDUCTORuit exchange traded | $355 | +33.0% | 2,329 | +129.5% | 0.04% | +24.2% |
FALN | Buy | ISHARES FALLEN ANGELSuit exchange traded | $352 | +2.9% | 13,881 | +2.5% | 0.04% | -4.7% |
Buy | CAPITAL GROUP U S MULTIuit exchange traded | $339 | +4742.9% | 13,000 | +5100.0% | 0.04% | +3900.0% | |
IJH | Buy | ISHARES CORE S&P MID-CAPuit exchange traded | $332 | +4.7% | 1,268 | +0.1% | 0.04% | 0.0% |
ET | Buy | ENERGY TRANSFER L P LPlimited partnershp | $332 | +25.8% | 26,118 | +23.4% | 0.04% | +18.2% |
FIW | Buy | FIRST TRUST ISE WATERuit exchange traded | $336 | +14.3% | 3,797 | +7.9% | 0.04% | +5.4% |
AMD | Buy | ADVANCED MICRO DEVICES I | $324 | +52.8% | 2,840 | +31.1% | 0.04% | +46.2% |
Buy | GRAYSCALE BITCOIN TR BTCclosed end mutl fund | $329 | +20.1% | 17,131 | +2.4% | 0.04% | +11.8% | |
Buy | GREYSTONE HOUSING IMP LPlimited partnershp | $325 | -2.7% | 19,737 | +2.1% | 0.04% | -9.5% | |
SNA | Buy | SNAP ON INC | $317 | +26.8% | 1,102 | +8.9% | 0.04% | +19.4% |
TJX | Buy | TJX COMPANIES INC | $319 | +10.8% | 3,763 | +2.5% | 0.04% | +2.8% |
QQQE | Buy | DIREXION NASDAQ 100 EQLuit exchange traded | $320 | +6.0% | 4,160 | +0.0% | 0.04% | -2.6% |
VGT | Buy | VANGUARD INFORMATIONuit exchange traded | $316 | +33.9% | 715 | +16.8% | 0.04% | +27.6% |
RVT | Buy | ROYCE VALUE CFclosed end mutl fund | $316 | +1.9% | 22,885 | +0.1% | 0.04% | -5.1% |
PBW | Buy | INVSC WILDERHILL CLEANuit exchange traded | $310 | +26.5% | 7,738 | +27.6% | 0.04% | +20.0% |
NOC | Buy | NORTHROP GRUMMAN CO | $311 | +8.0% | 683 | +9.5% | 0.04% | 0.0% |
CRM | Buy | SALESFORCE INC | $301 | +9.5% | 1,426 | +3.7% | 0.04% | +2.9% |
BP | Buy | BP PLC Famerican depository | $299 | -4.2% | 8,471 | +2.9% | 0.04% | -10.3% |
AMP | Buy | AMERIPRISE FINL | $304 | +12.2% | 914 | +3.3% | 0.04% | +2.9% |
BSX | Buy | BOSTON SCIENTIFIC CO | $290 | +8.2% | 5,364 | +0.2% | 0.03% | +3.0% |
ACGL | Buy | ARCH CAP GROUP LTD Fforeign ordinaries | $287 | +10.4% | 3,835 | +0.1% | 0.03% | +6.2% |
ROK | Buy | ROCKWELL AUTOMATION | $282 | +13.7% | 856 | +1.2% | 0.03% | +6.5% |
DVN | Buy | DEVON ENERGY CORP | $281 | -2.4% | 5,814 | +2.2% | 0.03% | -8.3% |
FAST | Buy | FASTENAL CO | $279 | +19.2% | 4,738 | +9.0% | 0.03% | +13.8% |
MDLZ | Buy | MONDELEZ INTL | $281 | +6.4% | 3,855 | +2.0% | 0.03% | 0.0% |
MOS | Buy | THE MOSAIC CO | $284 | -4.1% | 8,118 | +25.7% | 0.03% | -10.8% |
ASML | Buy | ASML HOLDING N V Famerican depository | $276 | +11.3% | 381 | +4.7% | 0.03% | +3.2% |
EMR | Buy | EMERSON ELECTRIC CO | $275 | +4.6% | 3,038 | +0.6% | 0.03% | -3.0% |
CIBR | Buy | FIRST TRUST NASDAQuit exchange traded | $263 | +6.9% | 5,781 | +0.6% | 0.03% | 0.0% |
NKE | Buy | NIKE INC | $266 | +11.8% | 2,415 | +24.4% | 0.03% | +3.3% |
PLTR | Buy | PALANTIR TECHNOLOGIES IN | $262 | +84.5% | 17,105 | +1.9% | 0.03% | +72.2% |
UNP | Buy | UNION PACIFIC CORP | $269 | +12.1% | 1,314 | +10.1% | 0.03% | +3.3% |
SYY | Buy | SYSCO CORP | $260 | -3.3% | 3,500 | +0.4% | 0.03% | -9.1% |
KMB | Buy | KIMBERLY CLARK CORP | $252 | +6.8% | 1,828 | +4.2% | 0.03% | 0.0% |
NEWT | Buy | NEWTEKONE INC | $248 | +25.9% | 15,608 | +1.3% | 0.03% | +16.0% |
NSC | Buy | NORFOLK SOUTHERN CO | $251 | +6.8% | 1,109 | +0.2% | 0.03% | 0.0% |
Buy | FT CBOE VST BUFFuit exchange traded | $252 | +31.9% | 12,497 | +24.0% | 0.03% | +20.8% | |
IBML | Buy | ISHARES IBONDS DEC 2023uit exchange traded | $248 | 0.0% | 9,747 | +0.1% | 0.03% | -6.5% |
HUBB | Buy | HUBBELL INC | $237 | +53.9% | 714 | +12.8% | 0.03% | +47.4% |
XT | Buy | ISHARES EXPONENTIALuit exchange traded | $235 | +5.4% | 4,225 | +0.0% | 0.03% | -3.6% |
PDBC | Buy | INVSC ACTVLY MNG OPTM YDuit exchange traded | $231 | +2.7% | 17,009 | +7.7% | 0.03% | -3.6% |
SCHZ | Buy | SCHWAB US AGGREGATE BONDuit exchange traded | $232 | -1.3% | 5,030 | +0.3% | 0.03% | -6.9% |
ICLN | Buy | ISHARES GLOBAL CLEANuit exchange traded | $226 | -7.0% | 12,283 | +0.0% | 0.03% | -13.3% |
UBER | Buy | UBER TECHNOLOGIES INC | $224 | +94.8% | 5,196 | +43.5% | 0.03% | +85.7% |
DG | Buy | DOLLAR GENERAL CORP | $219 | -18.9% | 1,291 | +0.6% | 0.03% | -23.5% |
PAG | Buy | PENSKE AUTOMOTIVE GR | $213 | +18.3% | 1,276 | +0.3% | 0.02% | +13.6% |
WSO | Buy | WATSCO INC | $212 | +21.1% | 555 | +0.7% | 0.02% | +13.6% |
Buy | LINDE PLC Fforeign ordinaries | $218 | +10.1% | 573 | +2.7% | 0.02% | 0.0% | |
KKR | Buy | KKR & CO INC | $203 | +23.8% | 3,619 | +16.0% | 0.02% | +20.0% |
CSX | Buy | CSX CORP | $202 | +17.4% | 5,930 | +3.4% | 0.02% | +14.3% |
MTUM | Buy | ISHARES MSCI USA MOMNTUMuit exchange traded | $207 | +4.5% | 1,433 | +0.4% | 0.02% | -4.0% |
CSL | Buy | CARLISLE CO | $209 | +25.9% | 815 | +10.7% | 0.02% | +14.3% |
GPC | Buy | GENUINE PARTS CO | $207 | +16.3% | 1,224 | +14.8% | 0.02% | +9.1% |
IBHC | Buy | ISHARES IBND 2023 TRMuit exchange traded | $202 | +1.0% | 8,569 | +1.1% | 0.02% | -4.0% |
JMUB | Buy | JPMORGAN MUNICIPAL ETFuit exchange traded | $201 | +99.0% | 4,000 | +100.0% | 0.02% | +76.9% |
PHYS | Buy | SPROTT PHYSICAL GOLD ETVclosed end mutl fund | $197 | +55.1% | 13,229 | +60.8% | 0.02% | +43.8% |
DUK | Buy | DUKE ENERGY CORP | $196 | -6.2% | 2,179 | +0.7% | 0.02% | -11.5% |
SCHX | Buy | SCHWAB US LARGE CAP ETFuit exchange traded | $196 | +8.9% | 3,736 | +0.2% | 0.02% | +4.5% |
GD | Buy | GENERAL DYNAMICS CO | $197 | +7.7% | 918 | +14.5% | 0.02% | 0.0% |
WPM | Buy | WHEATON PRECIOUS METAL Fforeign canadian | $197 | -7.9% | 4,550 | +2.2% | 0.02% | -14.8% |
PAYX | Buy | PAYCHEX INC | $185 | +15.6% | 1,653 | +18.4% | 0.02% | +10.0% |
FIVG | Buy | DEFIANCE NEXT GENuit exchange traded | $188 | +2.7% | 5,576 | +0.2% | 0.02% | -4.3% |
KO | Buy | THE COCA-COLA CO | $188 | +9.3% | 3,123 | +12.7% | 0.02% | +4.8% |
SPLK | Buy | SPLUNK INC | $192 | +17.8% | 1,810 | +6.5% | 0.02% | +10.0% |
PSLV | Buy | SPROTT PHYSICAL SILVER Eclosed end mutl fund | $185 | +17.8% | 23,786 | +26.6% | 0.02% | +10.0% |
VO | Buy | VANGUARD MID CAP ETFuit exchange traded | $189 | +4.4% | 860 | +0.1% | 0.02% | -4.3% |
PSX | Buy | PHILLIPS 66 | $178 | -2.7% | 1,870 | +3.8% | 0.02% | -8.7% |
XMLV | Buy | INVSC S P MIDCAP LOWuit exchange traded | $180 | -1.1% | 3,487 | +0.1% | 0.02% | -8.7% |
ATO | Buy | ATMOS ENERGY CORP | $184 | +16.5% | 1,580 | +12.6% | 0.02% | +5.0% |
FCX | Buy | FREEPORT-MCMORAN INC | $177 | +18.0% | 4,435 | +21.0% | 0.02% | +10.5% |
SCHW | Buy | CHARLES SCHWAB CORP | $170 | +49.1% | 3,000 | +38.1% | 0.02% | +42.9% |
KR | Buy | KROGER CO | $174 | +3.0% | 3,705 | +8.4% | 0.02% | -4.8% |
EWJ | Buy | ISHARES MSCI JAPAN ETFuit exchange traded | $171 | +8.2% | 2,769 | +3.0% | 0.02% | 0.0% |
UPST | Buy | UPSTART HLDGS INC | $159 | +160.7% | 4,454 | +16.7% | 0.02% | +137.5% |
BR | Buy | BROADRIDGE FINL SOLU | $166 | +16.9% | 1,000 | +2.9% | 0.02% | +5.6% |
SLB | Buy | SCHLUMBERGER LTD Fforeign ordinaries | $164 | +26.2% | 3,331 | +25.3% | 0.02% | +18.8% |
CVS | Buy | CVS HEALTH CORP | $165 | +0.6% | 2,389 | +8.0% | 0.02% | -5.0% |
SJM | Buy | J M SMUCKER CO | $167 | +2.5% | 1,128 | +9.0% | 0.02% | -5.0% |
NIO | Buy | NIO INC Famerican depository | $163 | -7.4% | 16,811 | +0.6% | 0.02% | -13.6% |
VCIT | New | VGRD ITC ETF DVuit exchange traded | $164 | – | 2,078 | +100.0% | 0.02% | – |
PXD | Buy | PIONEER NATURAL RES | $159 | +16.9% | 769 | +15.5% | 0.02% | +11.8% |
IWY | New | ISHARES RUSSELL TOP 200uit exchange traded | $160 | – | 1,008 | +100.0% | 0.02% | – |
GOLD | Buy | BARRICK GOLD CORP Fforeign canadian | $153 | +21.4% | 9,056 | +33.1% | 0.02% | +12.5% |
SHOP | Buy | SHOPIFY INC Fforeign canadian | $154 | +46.7% | 2,379 | +8.4% | 0.02% | +38.5% |
USAC | Buy | USA COMPRESSION PARTN LPlimited partnershp | $152 | -4.4% | 7,700 | +2.6% | 0.02% | -10.0% |
QCOM | Buy | QUALCOMM INC | $153 | -1.3% | 1,289 | +6.1% | 0.02% | -5.3% |
MSI | Buy | MOTOROLA SOLUTIONS | $150 | +2.7% | 512 | +0.4% | 0.02% | 0.0% |
CFA | Buy | VICTORYSHARES US 500uit exchange traded | $151 | +65.9% | 2,120 | +60.6% | 0.02% | +63.6% |
Buy | RIVIAN AUTOMOTIVE INC | $144 | +65.5% | 8,670 | +53.5% | 0.02% | +54.5% | |
TTD | Buy | THE TRADE DESK INC | $146 | +28.1% | 1,890 | +1.3% | 0.02% | +21.4% |
ADM | Buy | ARCHER-DANIELS-MIDLN | $146 | +5.8% | 1,938 | +12.2% | 0.02% | 0.0% |
DGRW | Buy | WISDOMTREE US QLT DIVuit exchange traded | $144 | +7.5% | 2,156 | +0.2% | 0.02% | 0.0% |
VUSB | Buy | VANGUARD ULTRA SHORTuit exchange traded | $147 | +50.0% | 3,000 | +50.0% | 0.02% | +41.7% |
ZTS | Buy | ZOETIS INC | $144 | +21.0% | 836 | +16.6% | 0.02% | +13.3% |
GWW | Buy | WW GRAINGER INC | $147 | +30.1% | 186 | +13.4% | 0.02% | +21.4% |
COP | Buy | CONOCOPHILLIPS | $146 | +6.6% | 1,413 | +2.6% | 0.02% | 0.0% |
CPRT | Buy | COPART INC | $142 | +21.4% | 1,555 | +0.3% | 0.02% | +13.3% |
VRTX | Buy | VERTEX PHARMACEUTICA | $140 | +12.0% | 399 | +0.3% | 0.02% | 0.0% |
ANET | Buy | ARISTA NETWORKS INC | $134 | +2.3% | 827 | +5.8% | 0.02% | 0.0% |
AFL | Buy | AFLAC INC | $137 | +14.2% | 1,967 | +5.9% | 0.02% | +6.7% |
Buy | CAPITAL GROUP COREuit exchange traded | $137 | +15.1% | 5,334 | +6.2% | 0.02% | +6.7% | |
SOFI | Buy | SOFI TECHNOLOGIES INC | $139 | +47.9% | 16,660 | +7.9% | 0.02% | +33.3% |
STZ | Buy | CONSTELLATION BRAND | $138 | +9.5% | 563 | +0.7% | 0.02% | 0.0% |
XLP | Buy | SPDR FUND CONSUMERuit exchange traded | $139 | +12.1% | 1,873 | +12.7% | 0.02% | +6.7% |
DFUS | Buy | DIMENSIONAL U S EQUITYuit exchange traded | $138 | +8.7% | 2,860 | +0.3% | 0.02% | 0.0% |
NEM | Buy | NEWMONT CORP | $140 | -12.5% | 3,283 | +0.4% | 0.02% | -20.0% |
Buy | HEART TEST LABORATORIES | $135 | +57.0% | 149,165 | +70.5% | 0.02% | +45.5% | |
MCHP | Buy | MICROCHIP TECHNOLOGY | $129 | +11.2% | 1,443 | +4.2% | 0.02% | +7.1% |
EQIX | Buy | EQUINIX INCreal estate investme | $127 | +9.5% | 162 | +0.6% | 0.02% | +7.1% |
SPYG | Buy | SPDR S&P 500 GROWTH ETFuit exchange traded | $125 | +9.6% | 2,053 | +0.1% | 0.02% | +7.1% |
CSGP | Buy | COSTAR GROUP INC | $128 | +29.3% | 1,443 | +0.3% | 0.02% | +25.0% |
WY | Buy | WEYERHAEUSER COreal estate investme | $131 | +28.4% | 3,900 | +14.7% | 0.02% | +15.4% |
EOG | Buy | EOG RESOURCES INC | $129 | +4.0% | 1,123 | +3.4% | 0.02% | 0.0% |
ITOT | Buy | ISHARES CORE S&P TOTALuit exchange traded | $124 | +40.9% | 1,263 | +29.5% | 0.01% | +27.3% |
MRVL | Buy | MARVELL TECHNOLOGY INC | $118 | +227.8% | 1,974 | +137.0% | 0.01% | +250.0% |
BTI | Buy | BRIT AMER TOBACCO Famerican depository | $119 | +7.2% | 3,595 | +13.4% | 0.01% | 0.0% |
ADP | Buy | AUTO DATA PROCESSING | $120 | +2.6% | 545 | +4.0% | 0.01% | -6.7% |
ROST | Buy | ROSS STORES INC | $118 | +6.3% | 1,055 | +0.9% | 0.01% | 0.0% |
APD | Buy | AIR PROD & CHEMICALS | $124 | +6.0% | 413 | +1.2% | 0.01% | -6.7% |
PCAR | Buy | PACCAR INC | $123 | +16.0% | 1,471 | +1.5% | 0.01% | +7.7% |
ALGN | Buy | ALIGN TECHNOLOGY INC | $120 | +160.9% | 339 | +145.7% | 0.01% | +133.3% |
AAON | Buy | A A O N INC | $114 | -1.7% | 1,197 | +0.1% | 0.01% | -7.1% |
MPW | Buy | MEDICAL PROPERTIESreal estate investme | $114 | +37.3% | 12,352 | +23.0% | 0.01% | +30.0% |
TT | Buy | TRANE TECHNOLOGIES PLC Fforeign ordinaries | $111 | +4.7% | 580 | +1.0% | 0.01% | 0.0% |
TPVG | Buy | TRIPLEPOINT VENTURE | $108 | +12.5% | 9,174 | +15.7% | 0.01% | +8.3% |
MMC | Buy | MARSH & MC LENNAN CO | $115 | +13.9% | 611 | +1.2% | 0.01% | 0.0% |
Buy | GSK PLC ADR Famerican depository | $109 | +1.9% | 3,056 | +1.5% | 0.01% | 0.0% | |
CDW | Buy | CDW CORP | $107 | -5.3% | 580 | +0.3% | 0.01% | -14.3% |
CHRW | Buy | C H ROBINSON WORLDWD | $99 | -2.9% | 1,049 | +2.3% | 0.01% | -7.7% |
HPE | Buy | HEWLETT PACKARD ENTERPRI | $99 | +5.3% | 5,917 | +0.4% | 0.01% | 0.0% |
VLUE | Buy | ISHARES MSCI USA VALUEuit exchange traded | $103 | +1.0% | 1,101 | +0.1% | 0.01% | -7.7% |
New | CAPITAL GRP SHRTuit exchange traded | $100 | – | 4,000 | +100.0% | 0.01% | – | |
HII | Buy | HUNTINGTON INGALLS | $104 | +19.5% | 458 | +9.3% | 0.01% | +9.1% |
WEC | Buy | W E C ENERGY GROUP INC | $102 | 0.0% | 1,150 | +6.9% | 0.01% | -7.7% |
AQWA | Buy | GLOBAL X CLEAN WATERuit exchange traded | $105 | +23.5% | 6,816 | +17.2% | 0.01% | +9.1% |
LULU | Buy | LULULEMON ATHLETICA | $106 | +5.0% | 280 | +1.1% | 0.01% | -7.7% |
LH | Buy | LAB CO OF AMER HLDG | $107 | +4.9% | 445 | +0.2% | 0.01% | -7.7% |
CB | Buy | CHUBB LTD Fforeign ordinaries | $105 | +14.1% | 545 | +15.5% | 0.01% | +9.1% |
ODFL | Buy | OLD DOMINION FREIGHT | $107 | +9.2% | 290 | +1.4% | 0.01% | 0.0% |
SCCO | Buy | SOUTHERN COPPER CORP D Fforeign canadian | $93 | +17.7% | 1,294 | +24.5% | 0.01% | +10.0% |
SPG | Buy | SIMON PPTY GROUPreal estate investme | $91 | +4.6% | 784 | +0.6% | 0.01% | 0.0% |
HSY | Buy | HERSHEY CO | $92 | +7.0% | 366 | +8.9% | 0.01% | 0.0% |
PLD | Buy | PROLOGIS INC.real estate investme | $91 | 0.0% | 740 | +1.2% | 0.01% | 0.0% |
SNPS | Buy | SYNOPSYS INC | $95 | +13.1% | 218 | +0.5% | 0.01% | +10.0% |
LRLCY | Buy | L OREAL S A Famerican depository | $98 | +10.1% | 1,048 | +5.5% | 0.01% | 0.0% |
Buy | SHELL PLC Famerican depository | $91 | +15.2% | 1,504 | +9.2% | 0.01% | +10.0% | |
AME | Buy | AMETEK INC | $90 | +11.1% | 558 | +0.7% | 0.01% | +10.0% |
AOS | Buy | SMITH A O | $98 | +8.9% | 1,351 | +4.0% | 0.01% | 0.0% |
APH | Buy | AMPHENOL CORP | $94 | +4.4% | 1,107 | +0.7% | 0.01% | 0.0% |
SSD | Buy | SIMPSON MANUFACTRG | $87 | +26.1% | 629 | +0.2% | 0.01% | +11.1% |
VRSK | Buy | VERISK ANALYTICS INC | $86 | +17.8% | 381 | +0.5% | 0.01% | +11.1% |
MTB | Buy | M & T BANK CORP | $87 | +3.6% | 707 | +1.0% | 0.01% | 0.0% |
PGR | Buy | PROGRESSIVE CO OHIO | $86 | -6.5% | 653 | +1.4% | 0.01% | -9.1% |
SNDR | Buy | SCHNEIDER NTNL INC 005 | $85 | +7.6% | 2,974 | +0.3% | 0.01% | 0.0% |
WBA | Buy | WALGREENS BOOTS ALLI | $85 | -10.5% | 2,999 | +9.1% | 0.01% | -16.7% |
Buy | DIMENSIONAL WLD EX US CRuit exchange traded | $87 | +2.4% | 3,725 | +1.3% | 0.01% | -9.1% | |
ANTM | Buy | ELEVANCE HEALTH INC | $89 | +1.1% | 201 | +5.2% | 0.01% | -9.1% |
GS | Buy | GOLDMAN SACHS GROUP | $85 | +3.7% | 264 | +6.0% | 0.01% | 0.0% |
EXPO | Buy | EXPONENT INC | $89 | -6.3% | 951 | +0.2% | 0.01% | -16.7% |
VT | Buy | VANGUARD TOTAL WORLDuit exchange traded | $83 | +29.7% | 914 | +30.6% | 0.01% | +25.0% |
TSCO | Buy | TRACTOR SUPPLY COMP | $86 | -4.4% | 388 | +1.3% | 0.01% | -9.1% |
KMX | Buy | CARMAX INC | $88 | +31.3% | 1,051 | +0.5% | 0.01% | +25.0% |
OMC | Buy | OMNICOM GROUP INC | $77 | +6.9% | 809 | +6.0% | 0.01% | 0.0% |
PII | Buy | POLARIS INDUSTRIES | $79 | +9.7% | 653 | +0.2% | 0.01% | 0.0% |
PSA | Buy | PUBLIC STORAGEreal estate investme | $80 | +1.3% | 275 | +5.8% | 0.01% | -10.0% |
PAAS | Buy | PAN AMERN SILVER CORP Fforeign canadian | $80 | -8.0% | 5,495 | +14.6% | 0.01% | -18.2% |
FEZ | Buy | SPDR EURO STOXX 50 ETFuit exchange traded | $75 | +4.2% | 1,636 | +1.5% | 0.01% | 0.0% |
SRLN | Buy | SPDR BLACKSTONE SENIORuit exchange traded | $78 | +1.3% | 1,860 | +0.6% | 0.01% | -10.0% |
DEO | Buy | DIAGEO PLC Famerican depository | $79 | +5.3% | 455 | +9.9% | 0.01% | 0.0% |
HRL | Buy | HORMEL FOODS CORP | $76 | +76.7% | 1,900 | +76.7% | 0.01% | +80.0% |
CPHC | Buy | CANTERBURY PARK HOLD | $77 | -4.9% | 3,306 | +0.1% | 0.01% | -10.0% |
HBAN | Buy | HUNTINGTON BANCSHS | $81 | +2.5% | 7,529 | +6.2% | 0.01% | -10.0% |
IEFA | Buy | ISHARES CORE MSCI EAFEuit exchange traded | $75 | +1.4% | 1,117 | +0.4% | 0.01% | 0.0% |
VFC | Buy | VF CORP | $76 | -14.6% | 3,982 | +2.4% | 0.01% | -18.2% |
AZN | Buy | ASTRAZENECA PLC Famerican depository | $74 | +7.2% | 1,030 | +3.5% | 0.01% | 0.0% |
ASB | Buy | ASSOCIATED BANC CORP | $75 | -5.1% | 4,595 | +5.1% | 0.01% | -10.0% |
AMAT | Buy | APPLIED MATERIALS | $80 | +42.9% | 555 | +22.2% | 0.01% | +28.6% |
CINF | Buy | CINCINNATI FINL | $69 | -12.7% | 708 | +0.7% | 0.01% | -20.0% |
RIG | New | TRANSOCEAN INC NEW Fforeign ordinaries | $70 | – | 9,950 | +100.0% | 0.01% | – |
HWKN | Buy | HAWKINS INC | $72 | +9.1% | 1,507 | +0.1% | 0.01% | 0.0% |
XLC | New | COMMUNICAT SVS SLCT SECuit exchange traded | $65 | – | 1,000 | +100.0% | 0.01% | – |
WRB | Buy | W R BERKLEY CORP | $65 | -4.4% | 1,093 | +0.5% | 0.01% | 0.0% |
RH | Buy | RH | $69 | +263.2% | 210 | +162.5% | 0.01% | +300.0% |
FANG | Buy | DIAMONDBACK ENERGY | $66 | +34.7% | 500 | +37.7% | 0.01% | +33.3% |
RYF | Buy | INVESCO S&PINVESCO S&Puit exchange traded | $72 | +2.9% | 1,402 | +0.6% | 0.01% | -11.1% |
ETY | Buy | EATON VANCE TAX MGD DVFclosed end mutl fund | $70 | +9.4% | 5,588 | +1.3% | 0.01% | 0.0% |
AEM | Buy | AGNICO EAGLE MINES Fforeign canadian | $68 | +65.9% | 1,365 | +70.6% | 0.01% | +60.0% |
HEDJ | Buy | WISDOMTREE EUROPE HEDGEDuit exchange traded | $71 | +1.4% | 870 | +3.0% | 0.01% | -11.1% |
MC | Buy | MOELIS & CO | $56 | +19.1% | 1,230 | +1.4% | 0.01% | +16.7% |
LMAT | Buy | LEMAITRE VASCULAR | $59 | +31.1% | 877 | +0.2% | 0.01% | +16.7% |
EXPD | Buy | EXPEDITORS INTL WASH | $61 | +8.9% | 507 | +0.6% | 0.01% | 0.0% |
ALC | Buy | ALCON INC Fforeign ordinaries | $59 | +25.5% | 719 | +8.3% | 0.01% | +16.7% |
VTEB | New | VANGUARD MUNI BND TAXuit exchange traded | $60 | – | 1,203 | +100.0% | 0.01% | – |
KBWB | Buy | INVSC KBW BANK ETFuit exchange traded | $61 | +510.0% | 1,484 | +536.9% | 0.01% | +600.0% |
HL | Buy | HECLA MINING CO | $64 | +1.6% | 12,401 | +25.3% | 0.01% | -12.5% |
SPYD | Buy | SPDR S&P 500 HIGHuit exchange traded | $56 | 0.0% | 1,505 | +1.3% | 0.01% | 0.0% |
SPPP | Buy | SPROTT PHYSICAL PLATINUMuit exchange traded | $63 | +600.0% | 5,741 | +674.8% | 0.01% | +600.0% |
Buy | INVENTRUST PPTYS CORP | $63 | +61.5% | 2,704 | +63.2% | 0.01% | +40.0% | |
CRK | New | COMSTOCK RES INC | $56 | – | 4,870 | +100.0% | 0.01% | – |
RMD | Buy | RESMED INC | $56 | 0.0% | 257 | +0.4% | 0.01% | 0.0% |
VLO | Buy | VALERO ENERGY CORP | $61 | +32.6% | 523 | +59.5% | 0.01% | +16.7% |
TTWO | Buy | TAKE TWO INTERACTV | $64 | +23.1% | 437 | +0.2% | 0.01% | +16.7% |
THO | Buy | THOR INDUSTRIES INC | $57 | +29.5% | 552 | +0.5% | 0.01% | +40.0% |
BAX | Buy | BAXTER INTERNTNL | $63 | +12.5% | 1,393 | +0.9% | 0.01% | 0.0% |
PHO | Buy | INVSC WATER RESCuit exchange traded | $62 | +5.1% | 1,104 | +0.2% | 0.01% | 0.0% |
NFLX | Buy | NETFLIX INC | $61 | +35.6% | 138 | +5.3% | 0.01% | +16.7% |
FDL | Buy | FIRST TRUST MORNINGSTARuit exchange traded | $60 | -3.2% | 1,750 | +0.7% | 0.01% | -12.5% |
New | RB GLOBAL INC Fforeign canadian | $64 | – | 1,065 | +100.0% | 0.01% | – | |
DDD | Buy | 3D SYSTEMS CORP | $62 | +376.9% | 6,219 | +410.2% | 0.01% | +250.0% |
INGR | Buy | INGREDION INC | $55 | +12.2% | 518 | +8.1% | 0.01% | 0.0% |
ADI | Buy | ANALOG DEVICES INC | $54 | +8.0% | 277 | +9.1% | 0.01% | 0.0% |
New | CANADIAN PACIFIC KANSA Fforeign canadian | $52 | – | 643 | +100.0% | 0.01% | – | |
DRI | Buy | DARDEN RESTAURANTS | $54 | +8.0% | 324 | +0.6% | 0.01% | 0.0% |
AMZA | Buy | INFRACAP MLP ETFuit exchange traded | $49 | +6.5% | 1,465 | +2.2% | 0.01% | 0.0% |
EVRG | Buy | EVERGY INC | $55 | +44.7% | 944 | +53.5% | 0.01% | +20.0% |
FSMD | New | FIDELITY SMALL MIDuit exchange traded | $50 | – | 1,496 | +100.0% | 0.01% | – |
HLIO | Buy | HELIOS TECHNOLOGIES INC | $48 | +2.1% | 720 | +0.1% | 0.01% | 0.0% |
HST | Buy | HOST HOTELS & RESORT | $51 | +4.1% | 3,005 | +0.2% | 0.01% | 0.0% |
IEP | Buy | ICAHN ENTERPRISES L P LPlimited partnershp | $52 | -38.8% | 1,795 | +9.2% | 0.01% | -45.5% |
SPHQ | New | INVESCO S&P 500 QUALITYuit exchange traded | $52 | – | 1,032 | +100.0% | 0.01% | – |
IQV | Buy | IQVIA HOLDINGS INC | $53 | +15.2% | 236 | +1.7% | 0.01% | 0.0% |
IBMM | Buy | ISHARS IBND DEC 2024 TRMuit exchange traded | $55 | 0.0% | 2,152 | +0.4% | 0.01% | -14.3% |
KMI | Buy | KINDER MORGAN INC | $55 | +5.8% | 3,209 | +8.3% | 0.01% | 0.0% |
NDAQ | Buy | NASDAQ INC | $53 | -5.4% | 1,060 | +3.5% | 0.01% | -14.3% |
PKG | Buy | PACKAGING CORP OF AM | $50 | -3.8% | 377 | +1.1% | 0.01% | 0.0% |
SPGI | Buy | S&P GLOBAL INC | $54 | +20.0% | 134 | +2.3% | 0.01% | 0.0% |
SAP | Buy | SAP SE Famerican depository | $49 | +28.9% | 361 | +20.3% | 0.01% | +20.0% |
TSM | Buy | TAIWAN SEMICONDUCTR Famerican depository | $49 | +22.5% | 485 | +12.8% | 0.01% | +20.0% |
TNC | Buy | TENNANT CO | $50 | +19.0% | 614 | +0.2% | 0.01% | +20.0% |
TW | Buy | TRADEWEB MKTS INC | $49 | -14.0% | 716 | +0.1% | 0.01% | -14.3% |
XLB | Buy | SPDR FUND MATERIALSuit exchange traded | $41 | +241.7% | 493 | +244.8% | 0.01% | +400.0% |
WOMN | Buy | IMPACT SHAR YWCA WOMENSuit exchange traded | $43 | +30.3% | 1,402 | +20.1% | 0.01% | +25.0% |
ESE | Buy | ESCO TECHNOLOGIES | $43 | +10.3% | 413 | +0.2% | 0.01% | 0.0% |
MUB | Buy | ISHARES NATIONAL MUNIuit exchange traded | $43 | +1333.3% | 407 | +1465.4% | 0.01% | – |
AWI | Buy | ARMSTRONG WORLD INDS | $39 | +2.6% | 536 | +0.4% | 0.01% | 0.0% |
SAR | Buy | SARATOGA INVT CORP | $44 | +10.0% | 1,624 | +2.6% | 0.01% | 0.0% |
SPYV | Buy | SPDR S&P 500 VALUE ETFuit exchange traded | $43 | +7.5% | 987 | +0.5% | 0.01% | 0.0% |
DOW | Buy | DOW INC | $41 | +2.5% | 764 | +4.5% | 0.01% | 0.0% |
SLP | Buy | SIMULATIONS PLUS INC | $41 | 0.0% | 940 | +0.2% | 0.01% | 0.0% |
Buy | APOLLO GLOBAL MGMT INC N | $43 | +22.9% | 555 | +0.5% | 0.01% | +25.0% | |
RYE | Buy | INVSC SP 500 EQUAL WGHTuit exchange traded | $47 | 0.0% | 688 | +0.6% | 0.01% | -16.7% |
DFNV | New | DONOGHUE FORLINS RSKuit exchange traded | $43 | – | 1,695 | +100.0% | 0.01% | – |
IFF | Buy | INTL FLAVORS& FRAGRA | $45 | -11.8% | 568 | +1.8% | 0.01% | -16.7% |
RY | Buy | ROYAL BANK OF CANADA Fforeign canadian | $42 | +10.5% | 436 | +9.0% | 0.01% | 0.0% |
QYLD | Buy | GLBL X FND GLB X NSDQuit exchange traded | $46 | +7.0% | 2,586 | +2.1% | 0.01% | 0.0% |
DFAT | Buy | DIMENSIONAL U S TARGETEDuit exchange traded | $44 | +4.8% | 939 | +0.4% | 0.01% | 0.0% |
PPG | Buy | PPG INDUSTRIES INC | $43 | +10.3% | 293 | +1.4% | 0.01% | 0.0% |
MIRO | Buy | MIROMATRIX MEDICAL INC | $39 | +8.3% | 22,375 | +5.2% | 0.01% | +25.0% |
EQWL | New | INVESCO S&P 100 EQUALuit exchange traded | $41 | – | 500 | +100.0% | 0.01% | – |
New | DONOGHUE FORLNS YLDuit exchange traded | $43 | – | 1,591 | +100.0% | 0.01% | – | |
K | Buy | KELLOGG CO | $44 | 0.0% | 658 | +0.3% | 0.01% | 0.0% |
Buy | 2X LONG VIX FUTURES ETFuit exchange traded | $41 | -70.9% | 9,160 | +4.1% | 0.01% | -72.2% | |
LMBS | New | FRST TRT LOW DTN OPNTSuit exchange traded | $41 | – | 864 | +100.0% | 0.01% | – |
CHD | Buy | CHURCH & DWIGHT CO INC I | $42 | +20.0% | 420 | +7.1% | 0.01% | +25.0% |
FISV | Buy | FISERV INC | $46 | +15.0% | 361 | +1.4% | 0.01% | 0.0% |
NUE | Buy | NUCOR CORP | $47 | +20.5% | 288 | +14.3% | 0.01% | 0.0% |
PINS | Buy | PINTEREST INC | $42 | 0.0% | 1,543 | +1.0% | 0.01% | 0.0% |
FVAL | New | FIDELITY VALUE FACTORuit exchange traded | $40 | – | 805 | +100.0% | 0.01% | – |
JBT | Buy | JOHN BEAN TECHS CORP | $45 | +9.8% | 373 | +0.3% | 0.01% | 0.0% |
EEMV | Buy | ISHS MSCI EMERG MRKT MINuit exchange traded | $47 | 0.0% | 863 | +0.7% | 0.01% | -16.7% |
CGBD | Buy | CARLYLE SECD LENDING INC | $39 | +8.3% | 2,680 | +2.0% | 0.01% | +25.0% |
TREX | Buy | TREX CO INC | $45 | +36.4% | 681 | +0.7% | 0.01% | +25.0% |
CNP | Buy | CENTERPOINT ENERGY INC | $34 | 0.0% | 1,161 | +1.3% | 0.00% | 0.0% |
NOG | Buy | NORTHERN OIL AND GAS | $37 | +54.2% | 1,083 | +38.8% | 0.00% | +33.3% |
UNM | Buy | UNUM GROUP | $35 | +40.0% | 735 | +14.5% | 0.00% | +33.3% |
CAG | Buy | CONAGRA BRANDS INC | $35 | 0.0% | 1,035 | +11.7% | 0.00% | 0.0% |
TMUS | Buy | T-MOBILE US INC | $30 | -3.2% | 213 | +0.5% | 0.00% | 0.0% |
CARR | Buy | CARRIER GLOBAL CORP | $38 | +11.8% | 767 | +3.6% | 0.00% | 0.0% |
LRGF | New | ISHARES U S EQUITYuit exchange traded | $36 | – | 809 | +100.0% | 0.00% | – |
Buy | GENERAL ELECTRIC CO | $35 | +20.7% | 317 | +3.3% | 0.00% | 0.0% | |
CWH | Buy | CAMPING WORLD HOLDINGS I | $32 | +45.5% | 1,067 | +2.1% | 0.00% | +33.3% |
XYL | New | XYLEM INC. | $35 | – | 307 | +100.0% | 0.00% | – |
TD | Buy | TORONTO DOMINION BANK Fforeign canadian | $38 | +8.6% | 608 | +5.2% | 0.00% | 0.0% |
ZG | Buy | ZILLOW GROUP INC | $36 | +16.1% | 722 | +4.5% | 0.00% | 0.0% |
PLOW | Buy | DOUGLAS DYNAMICS INC | $31 | -6.1% | 1,044 | +1.0% | 0.00% | 0.0% |
DFHY | New | DONOGHUE FORLINES TCTuit exchange traded | $33 | – | 1,580 | +100.0% | 0.00% | – |
GBCI | Buy | GLACIER BANCORP INC NEW | $31 | -24.4% | 989 | +0.9% | 0.00% | -20.0% |
New | PEAKSTONE REALTY CL Ereal estate investme | $38 | – | 1,352 | +100.0% | 0.00% | – | |
SDGR | New | SCHRODINGER INC | $36 | – | 728 | +100.0% | 0.00% | – |
PXE | Buy | INVESCO DYNAMIC ENERGYuit exchange traded | $34 | +466.7% | 1,220 | +454.5% | 0.00% | +300.0% |
LNC | Buy | LINCOLN NTNL CO | $31 | +19.2% | 1,202 | +3.1% | 0.00% | +33.3% |
ABC | Buy | AMERISOURCEBERGEN CORP | $31 | +82.4% | 159 | +50.0% | 0.00% | +100.0% |
INTU | Buy | INTUIT INC | $30 | +11.1% | 66 | +10.0% | 0.00% | +33.3% |
SOXX | Buy | ISHARES SEMICONDUCTORuit exchange traded | $32 | +23.1% | 64 | +10.3% | 0.00% | +33.3% |
HAL | Buy | HALLIBURTON CO HLDG | $34 | +240.0% | 1,026 | +220.6% | 0.00% | +300.0% |
LUMN | Buy | LUMEN TECHNOLOGIES INC | $32 | -13.5% | 14,119 | +0.4% | 0.00% | -20.0% |
CODIPRA | Buy | COMPASS DIVER 7.25 PFDpreferred stock | $30 | +11.1% | 1,195 | +2.0% | 0.00% | +33.3% |
KRE | Buy | SPDR S&P REGIONALuit exchange traded | $30 | +20.0% | 734 | +27.9% | 0.00% | +33.3% |
MDIV | Buy | FT MULTI ASSET DIVER INCuit exchange traded | $32 | 0.0% | 2,224 | +1.6% | 0.00% | 0.0% |
IBMP | Buy | ISHARES IBONDS DEC 2027uit exchange traded | $31 | 0.0% | 1,235 | +0.5% | 0.00% | 0.0% |
IBMO | Buy | ISHARES IBONDS DEC 2026uit exchange traded | $31 | 0.0% | 1,233 | +0.3% | 0.00% | 0.0% |
MGA | Buy | MAGNA INTL INC Fforeign canadian | $32 | +10.3% | 575 | +7.5% | 0.00% | 0.0% |
DD | Buy | DUPONT DE NEMOURS INC IA | $31 | +6.9% | 433 | +5.6% | 0.00% | 0.0% |
OXY | Buy | OCCIDENTAL PETROL CO | $30 | +150.0% | 507 | +172.6% | 0.00% | +300.0% |
BHP | Buy | BHP GROUP LTD Famerican depository | $31 | +121.4% | 522 | +138.4% | 0.00% | +100.0% |
PEG | Buy | PUB SVC ENTERPISE GP | $38 | +2.7% | 603 | +1.2% | 0.00% | -20.0% |
New | NOVA ROYALTY CORP Fforeign canadian | $31 | – | 23,486 | +100.0% | 0.00% | – | |
GSY | New | INVSC ULTRA SHORTuit exchange traded | $28 | – | 558 | +100.0% | 0.00% | – |
SPAB | New | SPDR AGGREGATE BOND ETFuit exchange traded | $27 | – | 1,071 | +100.0% | 0.00% | – |
TOTL | New | SPDR DOUBLELINE TTL RTRNuit exchange traded | $27 | – | 669 | +100.0% | 0.00% | – |
VGK | Buy | VANGUARD FTSE EUROPEuit exchange traded | $25 | 0.0% | 412 | +0.7% | 0.00% | 0.0% |
CPRI | Buy | CAPRI HOLDINGS LTD Fforeign ordinaries | $22 | +15.8% | 600 | +50.0% | 0.00% | +50.0% |
SCHP | New | SCHWAB US TIPS ETFuit exchange traded | $28 | – | 526 | +100.0% | 0.00% | – |
Buy | LUCID GROUP INC | $22 | -12.0% | 3,125 | +0.5% | 0.00% | 0.0% | |
GLW | Buy | CORNING INC | $22 | +4.8% | 631 | +5.2% | 0.00% | 0.0% |
SSTK | Buy | SHUTTERSTOCK INC | $23 | -32.4% | 473 | +0.4% | 0.00% | -25.0% |
SHV | New | ISHARES SHORT TREASURYuit exchange traded | $22 | – | 196 | +100.0% | 0.00% | – |
BPT | New | B P PRUDHOE BAY ROYAuit exchange traded | $23 | – | 5,000 | +100.0% | 0.00% | – |
BDX | New | BECTON DICKINSON&CO | $27 | – | 101 | +100.0% | 0.00% | – |
BIIB | Buy | BIOGEN INC | $23 | +4.5% | 81 | +1.2% | 0.00% | 0.0% |
UEC | Buy | URANIUM ENERGY CORP | $27 | +200.0% | 8,000 | +166.7% | 0.00% | +200.0% |
UMH | Buy | UMH PROPERTIES INC.real estate investme | $23 | +9.5% | 1,446 | +1.3% | 0.00% | 0.0% |
BFB | Buy | BROWN FORMAN CORP | $29 | +3.6% | 439 | +0.2% | 0.00% | 0.0% |
PSP | Buy | INVESCO GLOBAL LISTEDuit exchange traded | $23 | +4.5% | 2,147 | +0.8% | 0.00% | 0.0% |
XFLT | Buy | XAI OCTGON FLOAT RTE ALTclosed end mutl fund | $26 | +4.0% | 3,962 | +1.0% | 0.00% | 0.0% |
ATVI | Buy | ACTIVISION BLIZZARD | $24 | 0.0% | 288 | +1.4% | 0.00% | 0.0% |
NRZ | Buy | RITHM CAPITAL CORPreal estate investme | $26 | +18.2% | 2,808 | +3.0% | 0.00% | 0.0% |
FIXD | New | FIRST TRUST TCWuit exchange traded | $27 | – | 601 | +100.0% | 0.00% | – |
ORLY | Buy | O REILLY AUTOMOTIVE | $27 | +17.4% | 28 | +3.7% | 0.00% | 0.0% |
FTSM | New | FIRST TRUST ENHANCEDuit exchange traded | $28 | – | 466 | +100.0% | 0.00% | – |
OFLX | Buy | OMEGA FLEX INC | $27 | -3.6% | 256 | +0.4% | 0.00% | 0.0% |
IYK | Buy | ISHARES U S CONSUMERuit exchange traded | $23 | 0.0% | 114 | +0.9% | 0.00% | 0.0% |
IDRV | Buy | ISHARES SELF DRIVING EVuit exchange traded | $25 | +4.2% | 623 | +1.0% | 0.00% | 0.0% |
A | Buy | AGILENT TECHNOLOGIES | $27 | -10.0% | 226 | +5.1% | 0.00% | -25.0% |
ABNB | Buy | AIRBNB INC | $27 | +8.0% | 208 | +5.1% | 0.00% | 0.0% |
BOND | New | PIMCO ACTIVE BOND ETFuit exchange traded | $27 | – | 296 | +100.0% | 0.00% | – |
AGI | Buy | ALAMOS GOLD INC Fforeign canadian | $23 | +91.7% | 1,950 | +105.3% | 0.00% | +200.0% |
ALB | New | ALBEMARLE CORP | $23 | – | 104 | +100.0% | 0.00% | – |
KDP | Buy | KEURIG DR PEPPER INC | $29 | -12.1% | 942 | +0.7% | 0.00% | -25.0% |
New | PROSHARES ULTRA BLOM NATuit exchange traded | $22 | – | 314 | +100.0% | 0.00% | – | |
KHC | Buy | KRAFT HEINZ CO | $28 | +3.7% | 796 | +16.0% | 0.00% | 0.0% |
EVR | Buy | EVERCORE INC | $29 | +81.2% | 235 | +67.9% | 0.00% | +50.0% |
RIO | Buy | RIO TINTO PLC Famerican depository | $25 | +8.7% | 388 | +13.5% | 0.00% | 0.0% |
LKQ | Buy | LKQ CORP | $24 | +700.0% | 415 | +580.3% | 0.00% | – |
OUNZ | New | VANECK MERK GOLD ETFuit exchange traded | $20 | – | 1,080 | +100.0% | 0.00% | – |
DGRO | Buy | ISHARES CORE DIVIDENDuit exchange traded | $20 | +5.3% | 391 | +0.5% | 0.00% | 0.0% |
IDV | Buy | ISHARES INTERNATIONALuit exchange traded | $14 | 0.0% | 517 | +2.2% | 0.00% | 0.0% |
WMB | Buy | WILLIAMS COS INC | $18 | +50.0% | 541 | +32.0% | 0.00% | +100.0% |
ROP | Buy | ROPER TECHNOLOGIES | $16 | +14.3% | 33 | +3.1% | 0.00% | 0.0% |
Buy | OAKTREE SPECIALTY LENDIN | $16 | +6.7% | 827 | +2.9% | 0.00% | 0.0% | |
GSLC | New | GOLDMAN SACHS ACTVBETAuit exchange traded | $18 | – | 210 | +100.0% | 0.00% | – |
JCI | Buy | JOHNSON CONTROLS INTER Fforeign ordinaries | $19 | +26.7% | 273 | +11.4% | 0.00% | 0.0% |
New | SPROTT URANIUM MINERSuit exchange traded | $13 | – | 380 | +100.0% | 0.00% | – | |
ATUSF | Buy | ALTIUS MINERALS CORP Fforeign canadian | $17 | +112.5% | 1,000 | +100.0% | 0.00% | +100.0% |
XSMO | Buy | INVESCO S & P SMLCPuit exchange traded | $20 | +5.3% | 404 | +0.2% | 0.00% | 0.0% |
CTAS | Buy | CINTAS CORP | $21 | +40.0% | 42 | +27.3% | 0.00% | 0.0% |
OPEN | Buy | OPENDOOR TECHNOLOGIES Fforeign ordinaries | $17 | +466.7% | 4,175 | +162.6% | 0.00% | – |
PEAK | Buy | HEALTHPEAK PPTYS INCreal estate investme | $13 | +116.7% | 643 | +123.3% | 0.00% | +100.0% |
CEM | Buy | CLEARBRIDGE MLP AND MIDSclosed end mutl fund | $19 | +5.6% | 556 | +2.0% | 0.00% | 0.0% |
PHB | New | INVESCO FUNDAMENTAL HIGHuit exchange traded | $17 | – | 980 | +100.0% | 0.00% | – |
IBMN | Buy | ISHARES IBND DEC 2025uit exchange traded | $16 | 0.0% | 613 | +0.3% | 0.00% | 0.0% |
NXPI | Buy | NXP SEMICONDUCTORS Fforeign ordinaries | $19 | +11.8% | 92 | +2.2% | 0.00% | 0.0% |
IEV | Buy | ISHARES EUROPE ETFuit exchange traded | $15 | +7.1% | 291 | +2.1% | 0.00% | 0.0% |
HYLS | New | FIRST TRUST TACTICALuit exchange traded | $17 | – | 424 | +100.0% | 0.00% | – |
DCF | Buy | BNY MELLON ALCENTRA GLOBclosed end mutl fund | $14 | 0.0% | 1,827 | +1.8% | 0.00% | 0.0% |
RJF | New | RAYMOND JAMES FINL | $13 | – | 130 | +100.0% | 0.00% | – |
MGEE | Buy | MGE ENERGY INC | $14 | +7.7% | 171 | +0.6% | 0.00% | 0.0% |
ROKU | Buy | ROKU I N C | $17 | 0.0% | 267 | +1.9% | 0.00% | 0.0% |
USHY | New | ISHARES BROAD USD HG YLDuit exchange traded | $17 | – | 483 | +100.0% | 0.00% | – |
WIP | New | SPDR FTSE INTERN GOVTuit exchange traded | $14 | – | 338 | +100.0% | 0.00% | – |
LAZR | Buy | LUMINAR TECHNOLOGIES INC | $15 | +15.4% | 2,208 | +7.7% | 0.00% | 0.0% |
BTU | New | PEABODY ENERGY CORPORATI | $16 | – | 750 | +100.0% | 0.00% | – |
AMJ | Buy | JP MORGAN CHASE ALERIANuit exchange traded | $15 | +7.1% | 634 | +1.8% | 0.00% | 0.0% |
PMT | Buy | PENNYMAC MORTGAGE INreal estate investme | $14 | +7.7% | 1,060 | +3.2% | 0.00% | 0.0% |
CCAP | Buy | CRESCENT CAPITAL BDC INC | $21 | +16.7% | 1,373 | +2.4% | 0.00% | 0.0% |
FREY | Buy | FREYR BATTERY Fforeign ordinaries | $15 | +15.4% | 1,590 | +6.7% | 0.00% | 0.0% |
IXN | Buy | ISHARES GLOBAL TECH ETFuit exchange traded | $19 | +26.7% | 303 | +7.1% | 0.00% | 0.0% |
SA | Buy | SEABRIDGE GOLD INC Fforeign canadian | $21 | +61.5% | 1,750 | +75.0% | 0.00% | 0.0% |
PFL | Buy | PIMCO INCM STRATEGYclosed end mutl fund | $17 | 0.0% | 2,100 | +2.5% | 0.00% | 0.0% |
JD | Buy | JD COM INC Famerican depository | $13 | +18.2% | 383 | +53.2% | 0.00% | +100.0% |
MJ | Buy | ETFMG ALTERNATIVEuit exchange traded | $21 | -16.0% | 7,082 | +0.7% | 0.00% | -33.3% |
New | INOVTR PRM INCM 20uit exchange traded | $15 | – | 600 | +100.0% | 0.00% | – | |
PFG | Buy | PRINCIPAL FINL | $21 | 0.0% | 279 | +0.7% | 0.00% | -33.3% |
KXI | Buy | ISHARES GLOBAL CONSUMERuit exchange traded | $20 | 0.0% | 329 | +1.2% | 0.00% | 0.0% |
FANUY | Buy | FANUC LTD JAPAN Famerican depository | $13 | +18.2% | 722 | +14.8% | 0.00% | +100.0% |
DELL | Buy | DELL TECHNOLOGIES INC | $20 | +42.9% | 368 | +5.7% | 0.00% | 0.0% |
IDXX | Buy | IDEXX LABS INC | $14 | 0.0% | 28 | +3.7% | 0.00% | 0.0% |
YUM | Buy | YUM BRANDS INC | $14 | +7.7% | 102 | +1.0% | 0.00% | 0.0% |
TNA | Buy | DIREXION DAILY SMALL CAPuit exchange traded | $14 | +7.7% | 409 | +0.7% | 0.00% | 0.0% |
HUM | Buy | HUMANA INC | $17 | 0.0% | 37 | +2.8% | 0.00% | 0.0% |
BSMQ | Buy | INVESCO BLETSHS 2026uit exchange traded | $13 | 0.0% | 561 | +0.7% | 0.00% | 0.0% |
Buy | FS CREDIT OPPORTUNITclosed end mutl fund | $15 | +114.3% | 3,260 | +100.0% | 0.00% | +100.0% | |
DCI | Buy | DONALDSON CO | $19 | 0.0% | 298 | +0.3% | 0.00% | 0.0% |
DMB | New | BNY MELLON MUNI BOND INFclosed end mutl fund | $16 | – | 1,481 | +100.0% | 0.00% | – |
DWX | Buy | SPDR S&P INTERNATIONALuit exchange traded | $15 | 0.0% | 448 | +1.8% | 0.00% | 0.0% |
SNY | Buy | SANOFI S A Famerican depository | $20 | +25.0% | 367 | +22.3% | 0.00% | 0.0% |
TDOC | Buy | TELADOC INC | $15 | 0.0% | 587 | +1.0% | 0.00% | 0.0% |
NFG | New | NTNL FUEL GAS CO | $15 | – | 300 | +100.0% | 0.00% | – |
QQQM | Buy | INVESCO NASDAQ 100 ETFuit exchange traded | $20 | +66.7% | 131 | +40.9% | 0.00% | +100.0% |
NRC | Buy | NTNL RESEARCH | $13 | 0.0% | 291 | +0.3% | 0.00% | 0.0% |
VGSH | Buy | VANGUARD SHORT TERMuit exchange traded | $21 | +50.0% | 358 | +49.8% | 0.00% | 0.0% |
PFM | Buy | INVSC DIVIDEND ACHIEVERSuit exchange traded | $21 | +5.0% | 545 | +0.6% | 0.00% | 0.0% |
AWP | Buy | ABRDN GLOBAL PREMIER PROclosed end mutl fund | $17 | +142.9% | 4,217 | +158.1% | 0.00% | +100.0% |
ASO | Buy | ACADEMY SPORTS & OUTDOOR | $17 | +325.0% | 318 | +457.9% | 0.00% | – |
Buy | NEW YORK MTG TR | $20 | +5.3% | 1,988 | +4.0% | 0.00% | 0.0% | |
AVK | Buy | ADVENT CLAYMORE CONV SECclosed end mutl fund | $20 | +5.3% | 1,716 | +2.1% | 0.00% | 0.0% |
NEP | Buy | NEXTERA ENERGY PARTNE LPlimited partnershp | $17 | +21.4% | 282 | +23.7% | 0.00% | 0.0% |
HLT | Buy | HILTON WORLDWIDE HLD | $15 | +7.1% | 104 | +2.0% | 0.00% | 0.0% |
LMND | Buy | LEMONADE INC | $14 | +27.3% | 833 | +4.1% | 0.00% | +100.0% |
MPC | Buy | MARATHON PETE CORP | $15 | -6.2% | 131 | +12.9% | 0.00% | 0.0% |
CNC | Buy | CENTENE CORP | $6 | +50.0% | 95 | +43.9% | 0.00% | – |
DBC | New | INVESCO DB COMMODITYuit exchange traded | $11 | – | 485 | +100.0% | 0.00% | – |
WOOD | Buy | ISHARES GLOBAL TIMBERuit exchange traded | $5 | 0.0% | 69 | +1.5% | 0.00% | 0.0% |
IPG | New | INTERPUBLIC GRP COS | $9 | – | 236 | +100.0% | 0.00% | – |
New | INNOVATOR LADDR ALLCTNuit exchange traded | $6 | – | 155 | +100.0% | 0.00% | – | |
EUFN | Buy | ISHARES MSCI EUROPEuit exchange traded | $5 | 0.0% | 286 | +3.6% | 0.00% | 0.0% |
IR | Buy | INGERSOLL RAND INC | $5 | +25.0% | 80 | +6.7% | 0.00% | – |
IMGN | New | IMMUNOGEN INC | $9 | – | 500 | +100.0% | 0.00% | – |
EWI | Buy | ISHARES MSCI ITALY ETFuit exchange traded | $10 | 0.0% | 324 | +2.2% | 0.00% | 0.0% |
SLQD | New | ISHRS 0-5 YEAR INV GRDuit exchange traded | $7 | – | 142 | +100.0% | 0.00% | – |
IDNA | Buy | ISHARES GENOMCS IMLGYuit exchange traded | $6 | 0.0% | 254 | +0.4% | 0.00% | 0.0% |
HIG | Buy | HARTFORD FINL SVC GP | $6 | 0.0% | 87 | +6.1% | 0.00% | 0.0% |
JAAA | New | JANUS HENDERSON AAA CLOuit exchange traded | $7 | – | 138 | +100.0% | 0.00% | – |
VNLA | New | JANUS HENDERSON SHRTuit exchange traded | $7 | – | 145 | +100.0% | 0.00% | – |
JPMPRK | Buy | JPMORGAN CHAS 4.55 PFDpreferred stock | $5 | 0.0% | 259 | +1.2% | 0.00% | 0.0% |
KLAC | New | KLA CORP | $6 | – | 12 | +100.0% | 0.00% | – |
LVMUY | New | LVMH MOET HENNESSY LOU Famerican depository | $9 | – | 46 | +100.0% | 0.00% | – |
URA | New | GLOBAL X URANIUM ETFuit exchange traded | $11 | – | 515 | +100.0% | 0.00% | – |
SIL | Buy | GLOBAL X SILVER MINERSuit exchange traded | $8 | +14.3% | 327 | +44.1% | 0.00% | 0.0% |
MARA | Buy | MARATHON DIGITAL HLDGS I | $7 | +75.0% | 487 | +11.4% | 0.00% | – |
MUSA | New | MURPHY USA INC | $6 | – | 19 | +100.0% | 0.00% | – |
GUT | Buy | GABELLI UTILITY CFclosed end mutl fund | $6 | -14.3% | 922 | +0.7% | 0.00% | 0.0% |
NTRS | Buy | NORTHERN TRUST CORP | $6 | 0.0% | 77 | +16.7% | 0.00% | 0.0% |
FE | Buy | FIRSTENERGY CORP | $5 | +25.0% | 116 | +5.5% | 0.00% | – |
ON | New | ON SEMICONDUCTOR CO | $9 | – | 94 | +100.0% | 0.00% | – |
FTGC | New | FIRST TRUST GBL TTCLuit exchange traded | $9 | – | 390 | +100.0% | 0.00% | – |
Buy | ORCHID ISLAND CAP | $12 | 0.0% | 1,175 | +4.6% | 0.00% | 0.0% | |
OTIS | Buy | OTIS WORLDWIDE CORP | $8 | +33.3% | 88 | +17.3% | 0.00% | 0.0% |
PPL | Buy | PPL CORP | $7 | 0.0% | 257 | +2.8% | 0.00% | 0.0% |
RDVY | New | FT RISING DIVIDENDuit exchange traded | $5 | – | 114 | +100.0% | 0.00% | – |
GCOW | New | PACER GLOBAL CASH COWSuit exchange traded | $6 | – | 179 | +100.0% | 0.00% | – |
TDIV | Buy | FIRST TR NASDAQ TECH DIVuit exchange traded | $5 | 0.0% | 92 | +1.1% | 0.00% | 0.0% |
ICOW | New | PACER DEVLP MRT INTR CSHuit exchange traded | $9 | – | 316 | +100.0% | 0.00% | – |
PHAT | Buy | PHATHOM PHARMACEUTICALS | $7 | +133.3% | 500 | +25.0% | 0.00% | – |
FDVV | New | FIDELITY HIGH DIVIDENDuit exchange traded | $5 | – | 129 | +100.0% | 0.00% | – |
FTEC | Buy | FIDELITY MSCI INFOR TECHuit exchange traded | $7 | +40.0% | 55 | +22.2% | 0.00% | 0.0% |
LDUR | New | PIMCO ENHNCD LW DRTNuit exchange traded | $7 | – | 73 | +100.0% | 0.00% | – |
FHLC | New | FIDELITY MSCI HEALTHuit exchange traded | $7 | – | 117 | +100.0% | 0.00% | – |
Buy | PROSHARES BITCOINuit exchange traded | $5 | +25.0% | 286 | +14.4% | 0.00% | – | |
DGX | New | QUEST DIAGNOSTIC INC | $5 | – | 35 | +100.0% | 0.00% | – |
REG | Buy | REGENCY CENTERS CORPreal estate investme | $6 | +20.0% | 89 | +1.1% | 0.00% | 0.0% |
EQR | Buy | EQUITY RESIDENTIALreal estate investme | $9 | +12.5% | 134 | +1.5% | 0.00% | 0.0% |
EPAM | Buy | EPAM SYSTEMS INC | $5 | +66.7% | 21 | +110.0% | 0.00% | – |
ERF | Buy | ENERPLUS CORP Fforeign canadian | $12 | +33.3% | 840 | +36.6% | 0.00% | 0.0% |
EXG | Buy | EATON VANCE TAX MAN GL Dclosed end mutl fund | $9 | 0.0% | 1,135 | +2.2% | 0.00% | 0.0% |
AIEQ | Buy | AI POWERED EQUITY ETFuit exchange traded | $6 | +20.0% | 182 | +0.6% | 0.00% | 0.0% |
SPSB | New | SPDR SHORT TERMuit exchange traded | $7 | – | 232 | +100.0% | 0.00% | – |
EPR | Buy | EPR PROPERTIESreal estate investme | $5 | +66.7% | 102 | +20.0% | 0.00% | – |
DOV | Buy | DOVER CORP | $9 | -10.0% | 64 | +1.6% | 0.00% | 0.0% |
SPSM | New | SPDR PORTFOLIO S&P 600uit exchange traded | $12 | – | 320 | +100.0% | 0.00% | – |
DASH | New | DOORDASH INC | $8 | – | 105 | +100.0% | 0.00% | – |
DOCU | Buy | DOCUSIGN INC | $7 | 0.0% | 141 | +20.5% | 0.00% | 0.0% |
LABU | New | DIREXION DALY S&P BIOTCHuit exchange traded | $6 | – | 1,000 | +100.0% | 0.00% | – |
DKS | New | DICKS SPORTING GOODS | $12 | – | 93 | +100.0% | 0.00% | – |
DXCM | Buy | DEXCOM INC | $9 | +12.5% | 71 | +7.6% | 0.00% | 0.0% |
CRWD | Buy | CROWDSTRIKE HLDGS INC | $9 | +50.0% | 63 | +50.0% | 0.00% | 0.0% |
SMG | Buy | SCOTTS MIRACLE GRO CO | $10 | -9.1% | 153 | +1.3% | 0.00% | 0.0% |
CPG | New | CRESCENT PT ENERGY Fforeign canadian | $9 | – | 1,360 | +100.0% | 0.00% | – |
CTVA | Buy | CORTEVA INC | $8 | +14.3% | 142 | +18.3% | 0.00% | 0.0% |
SRE | Buy | SEMPRA | $7 | +16.7% | 46 | +21.1% | 0.00% | 0.0% |
SHW | Buy | SHERWIN WILLIAMS CO | $6 | +50.0% | 23 | +15.0% | 0.00% | – |
SIEGY | Buy | SIEMENS A G Famerican depository | $8 | +166.7% | 91 | +127.5% | 0.00% | – |
CDE | Buy | COEUR MINING INC | $11 | +175.0% | 4,000 | +300.0% | 0.00% | – |
EMO | Buy | CLEARBRIDGE ENRGY MDSTRAclosed end mutl fund | $9 | 0.0% | 315 | +1.9% | 0.00% | 0.0% |
STAG | Buy | STAG INDUSTRIAL INCreal estate investme | $6 | 0.0% | 173 | +1.2% | 0.00% | 0.0% |
STT | Buy | STATE STREET CORP | $7 | 0.0% | 100 | +6.4% | 0.00% | 0.0% |
TRGP | Buy | TARGA RESOURCES CORP | $8 | +60.0% | 105 | +50.0% | 0.00% | 0.0% |
CCL | Buy | CARNIVAL CORP Fforeign ordinaries | $6 | +100.0% | 325 | +8.3% | 0.00% | – |
GOEV | Buy | CANOO INC | $9 | -25.0% | 18,368 | +0.0% | 0.00% | 0.0% |
CNQ | Buy | CANADIAN NATURAL RES Fforeign canadian | $10 | +66.7% | 172 | +72.0% | 0.00% | 0.0% |
CDNS | Buy | CADENCE DESIGN SYS | $8 | +14.3% | 36 | +5.9% | 0.00% | 0.0% |
ME | Buy | 23ANDME HOLDING CO Fforeign ordinaries | $11 | -15.4% | 6,050 | +6.5% | 0.00% | -50.0% |
USBPRH | Buy | U.S. BANCORP 5.56 PFDpreferred stock | $8 | 0.0% | 439 | +1.6% | 0.00% | 0.0% |
URG | New | UR ENERGY INC Fforeign canadian | $8 | – | 8,000 | +100.0% | 0.00% | – |
AIG | Buy | AMERICAN INTL GROUP | $5 | +25.0% | 85 | +21.4% | 0.00% | – |
VOD | Buy | VODAFONE GROUP Famerican depository | $5 | +66.7% | 528 | +129.6% | 0.00% | – |
WU | Buy | WESTERN UNION CO | $7 | +16.7% | 558 | +2.0% | 0.00% | 0.0% |
WDAY | Buy | WORKDAY INC | $6 | +20.0% | 28 | +27.3% | 0.00% | 0.0% |
YPF | New | YPF SOCIEDAD ANONIMA Famerican depository | $5 | – | 331 | +100.0% | 0.00% | – |
ZM | Buy | ZOOM VIDEO COMMUNICATION | $7 | +16.7% | 99 | +32.0% | 0.00% | 0.0% |
IDOG | Buy | ALPS INTL SECTORuit exchange traded | $8 | 0.0% | 292 | +2.5% | 0.00% | 0.0% |
AES | Buy | AES CORP | $5 | -16.7% | 241 | +4.3% | 0.00% | 0.0% |
UBS | New | UBS GROUP AG Fforeign ordinaries | $5 | – | 261 | +100.0% | 0.00% | – |
TEL | Buy | TE CONNECTIVITY LTD Fforeign ordinaries | $6 | +20.0% | 41 | +13.9% | 0.00% | 0.0% |
ABM | Buy | A B M INDUSTRIES INC | $7 | 0.0% | 162 | +0.6% | 0.00% | 0.0% |
RACE | New | FERRARI N V Fforeign ordinaries | $5 | – | 15 | +100.0% | 0.00% | – |
EPP | Buy | ISHARES MSCI PACIFIC EXuit exchange traded | $9 | 0.0% | 208 | +2.0% | 0.00% | 0.0% |
DVYA | Buy | ISHARES ASIA/PACIFICuit exchange traded | $8 | 0.0% | 230 | +2.2% | 0.00% | 0.0% |
IRM | Buy | IRON MTN INC NEWreal estate investme | $7 | +16.7% | 121 | +0.8% | 0.00% | 0.0% |
RWL | New | INVESCO S P 500 REVENUEuit exchange traded | $6 | – | 71 | +100.0% | 0.00% | – |
BOKF | New | B O K FINL CO | $3 | – | 38 | +100.0% | 0.00% | – |
UVV | Buy | UNIVERSAL CORP VA | $4 | -20.0% | 89 | +1.1% | 0.00% | -100.0% |
TFII | New | T F I INTERNTNL INC Fforeign canadian | $4 | – | 32 | +100.0% | 0.00% | – |
New | BIOTE CORP | $3 | – | 404 | +100.0% | 0.00% | – | |
New | CHART INDUSTRI 6.75 PFDconvertable prefered | $3 | – | 41 | +100.0% | 0.00% | – | |
STM | New | STMICROELECTRONICS NV Famerican depository | $4 | – | 87 | +100.0% | 0.00% | – |
SWK | Buy | STANLEY BLACK & DECK | $4 | +33.3% | 39 | +2.6% | 0.00% | – |
HES | New | HESS CORP | $4 | – | 33 | +100.0% | 0.00% | – |
OZK | New | BANK OZK | $3 | – | 87 | +100.0% | 0.00% | – |
SONY | New | SONY GROUP CORP Famerican depository | $3 | – | 38 | +100.0% | 0.00% | – |
SQM | New | SOCIEDAD QUIMICA Y MIN Famerican depository | $3 | – | 37 | +100.0% | 0.00% | – |
SNAP | New | SNAP INC | $3 | – | 212 | +100.0% | 0.00% | – |
BCH | New | BANCO DE CHILE Famerican depository | $4 | – | 172 | +100.0% | 0.00% | – |
CL | New | COLGATE-PALMOLIVE CO | $3 | – | 40 | +100.0% | 0.00% | – |
CBSH | New | COMMERCE BANCSHARES | $3 | – | 58 | +100.0% | 0.00% | – |
BNPQY | New | BNP PARIBAS Famerican depository | $3 | – | 91 | +100.0% | 0.00% | – |
CMC | New | COMMERCIAL METALS CO | $4 | – | 72 | +100.0% | 0.00% | – |
New | CORE SCIENTIFIC INC | $3 | – | 4,035 | +100.0% | 0.00% | – | |
ADSK | Buy | AUTODESK INC | $4 | 0.0% | 20 | +11.1% | 0.00% | – |
SQFL | New | SKYX PLATFORMS CORP | $3 | – | 1,000 | +100.0% | 0.00% | – |
EWBC | New | EAST WEST BANCORP | $3 | – | 60 | +100.0% | 0.00% | – |
R | New | RYDER SYSTEM INC | $3 | – | 41 | +100.0% | 0.00% | – |
ENZC | New | ENZOLYTICS INC | $4 | – | 79,550 | +100.0% | 0.00% | – |
AEO | New | AMERN EAGLE OUTFITRS | $3 | – | 221 | +100.0% | 0.00% | – |
RF | New | REGIONS FINL CO | $3 | – | 164 | +100.0% | 0.00% | – |
RES | New | R P C INC | $3 | – | 415 | +100.0% | 0.00% | – |
ALLY | New | ALLY FINL INC | $4 | – | 154 | +100.0% | 0.00% | – |
TBX | Buy | PROSHARES SHORT 7-10uit exchange traded | $3 | 0.0% | 107 | +0.9% | 0.00% | – |
VIAC | Buy | PARAMOUNT GLOBAL | $4 | -33.3% | 276 | +3.8% | 0.00% | -100.0% |
LNT | Buy | ALLIANT ENERGY CORP | $3 | 0.0% | 59 | +9.3% | 0.00% | – |
ALGM | New | ALLEGRO MICROSYSTEMS INC | $4 | – | 88 | +100.0% | 0.00% | – |
ACI | New | ALBERTSONS CO SHS CLASS | $4 | – | 200 | +100.0% | 0.00% | – |
FDS | New | FACTSET RESEARCH SYS | $4 | – | 9 | +100.0% | 0.00% | – |
WPP | New | WPP PLC NEW Famerican depository | $3 | – | 58 | +100.0% | 0.00% | – |
PRMW | New | PRIMO WATER CORP Fforeign canadian | $3 | – | 240 | +100.0% | 0.00% | – |
FTA | New | FIRST TR LRG CP VALuit exchange traded | $3 | – | 49 | +100.0% | 0.00% | – |
WMG | Buy | WARNER MUSIC GROUP CORP | $4 | -20.0% | 162 | +0.6% | 0.00% | -100.0% |
WCN | New | WASTE CONNECTIONSINC Fforeign canadian | $4 | – | 29 | +100.0% | 0.00% | – |
OLN | New | OLIN CORP | $3 | – | 62 | +100.0% | 0.00% | – |
DTD | New | WISDOMTREE US TOTALuit exchange traded | $4 | – | 57 | +100.0% | 0.00% | – |
DEM | New | WISDOMTREE EMRG MRKT HGuit exchange traded | $4 | – | 100 | +100.0% | 0.00% | – |
FBHS | Buy | FORTUNE BRANDS INNOVATIO | $4 | +33.3% | 57 | +1.8% | 0.00% | – |
NJR | New | NEW JERSEY RESOURCE | $3 | – | 66 | +100.0% | 0.00% | – |
FULT | New | FULTON FINL CORP PA | $3 | – | 248 | +100.0% | 0.00% | – |
GTY | New | GETTY REALTY CORPreal estate investme | $4 | – | 107 | +100.0% | 0.00% | – |
GIL | New | GILDAN ACTIVEWEAR Fforeign canadian | $4 | – | 121 | +100.0% | 0.00% | – |
MCK | New | MCKESSON CORP | $3 | – | 7 | +100.0% | 0.00% | – |
ARKF | New | ARK FINTECH INNOVATIONuit exchange traded | $3 | – | 120 | +100.0% | 0.00% | – |
New | GLOBAL X BLOCKCHAIN ETFuit exchange traded | $3 | – | 100 | +100.0% | 0.00% | – | |
LBRT | New | LIBERTY ENERGY INC | $3 | – | 223 | +100.0% | 0.00% | – |
FERG | New | FERGUSON PLC NEW Fforeign ordinaries | $4 | – | 25 | +100.0% | 0.00% | – |
GSIE | New | GOLDMAN SACHS ACTVBTuit exchange traded | $4 | – | 121 | +100.0% | 0.00% | – |
APG | New | API GROUP CORP | $3 | – | 100 | +100.0% | 0.00% | – |
AMN | New | AMN HEALTHCARE SRVCS | $4 | – | 36 | +100.0% | 0.00% | – |
KMT | Buy | KENNAMETAL INC CAP | $3 | 0.0% | 122 | +0.8% | 0.00% | – |
KKRPRC | New | KKR & CO. INC. 6 PFDconvertable prefered | $3 | – | 40 | +100.0% | 0.00% | – |
OMAB | New | GRUPO AEROPORTUARIO DE Famerican depository | $4 | – | 50 | +100.0% | 0.00% | – |
PAC | New | GRUPO AEROPUERTO DEL P Famerican depository | $4 | – | 21 | +100.0% | 0.00% | – |
IMO | New | IMPERIAL OIL LTD Fforeign canadian | $4 | – | 77 | +100.0% | 0.00% | – |
New | ON HOLDING AG Fforeign ordinaries | $3 | – | 94 | +100.0% | 0.00% | – | |
ING | New | ING GROEP ADR REP 1 OR Famerican depository | $3 | – | 194 | +100.0% | 0.00% | – |
IIPR | Buy | INNOVATIVE INDUSTRIAL PRreal estate investme | $4 | 0.0% | 49 | +2.1% | 0.00% | – |
New | HF SINCLAIR CORP | $4 | – | 79 | +100.0% | 0.00% | – | |
HSBC | New | HSBC HLDGS PLC Famerican depository | $4 | – | 103 | +100.0% | 0.00% | – |
IHG | New | INTERCONTL HTLS Famerican depository | $4 | – | 53 | +100.0% | 0.00% | – |
ABB | New | ABB LTD Famerican depository | $4 | – | 108 | +100.0% | 0.00% | – |
HWM | New | HOWMET AEROSPACE INC | $3 | – | 53 | +100.0% | 0.00% | – |
TM | New | TOYOTA MOTOR CORP Famerican depository | $3 | – | 21 | +100.0% | 0.00% | – |
TOELY | New | TOKYO ELECTRON LTD Famerican depository | $3 | – | 42 | +100.0% | 0.00% | – |
CALM | New | CAL MAINE FOODS INC | $4 | – | 81 | +100.0% | 0.00% | – |
GROW | Buy | U S GLOBAL INVESTORS | $4 | +33.3% | 1,232 | +0.7% | 0.00% | – |
HP | New | HELMERICH & PAYNE | $3 | – | 84 | +100.0% | 0.00% | – |
New | THOMSON REUTERS CORP Fforeign canadian | $4 | – | 28 | +100.0% | 0.00% | – | |
New | BRIGHT HEALTH GROUP INC | $3 | – | 209 | +100.0% | 0.00% | – | |
UCTT | New | ULTRA CLEAN HLDGS | $3 | – | 67 | +100.0% | 0.00% | – |
TS | New | TENARIS S A Famerican depository | $3 | – | 114 | +100.0% | 0.00% | – |
CTRE | Buy | CARETRUST REIT INCreal estate investme | $4 | 0.0% | 203 | +1.5% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB US LARGE CAP GROWTH ETF | 12 | Q3 2023 | 5.9% |
SCHWAB US DIVIDEND EQUITY ETF | 12 | Q3 2023 | 4.4% |
VANGUARD SMALL CAP VALUEETF IV | 12 | Q3 2023 | 3.0% |
APPLE INC | 12 | Q3 2023 | 2.9% |
SPDR S&P 600 SMALL CAP GROWTH ETF IV | 12 | Q3 2023 | 2.7% |
SCHWAB US BROAD MARKET ETF | 12 | Q3 2023 | 2.2% |
VANGUARD S&P 500 ETF IV | 12 | Q3 2023 | 2.5% |
ISHARES RUSSELL 1000 VALUE ETF IV | 12 | Q3 2023 | 2.7% |
INVSC S P 500 EQUAL WEIGHT ETF | 12 | Q3 2023 | 2.3% |
INVSC QQQ TRUST SRS 1 | 12 | Q3 2023 | 2.4% |
View Tradition Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-13 |
13F-HR | 2024-02-12 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-12 |
13F-HR | 2023-02-03 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-02 |
13F-HR | 2022-05-11 |
13F-HR | 2022-02-14 |
View Tradition Wealth Management, 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.