$523 Million is the total value of Destiny Wealth Partners, LLC's 183 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 71.7% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SLQD | Sell | ISHARES TR0-5yr invt gr cp | $23,083,000 | -10.6% | 445,361 | -10.7% | 4.42% | -18.0% |
STIP | Sell | ISHARES TR0-5 yr tips etf | $21,166,000 | -5.4% | 199,096 | -5.9% | 4.05% | -13.2% |
PULS | Sell | PGIM ETF TRultra short | $18,349,000 | -14.7% | 368,824 | -14.5% | 3.51% | -21.7% |
AMZN | Buy | AMAZON COM INC | $15,821,000 | +17.6% | 4,599 | +5.7% | 3.03% | +7.8% |
SPSB | Sell | SPDR SER TRportfolio short | $15,789,000 | -7.1% | 504,444 | -7.0% | 3.02% | -14.8% |
VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $13,189,000 | +1.7% | 255,989 | -3.1% | 2.52% | -6.8% |
SPIP | Buy | SPDR SER TRportfli tips etf | $11,750,000 | +526.3% | 377,318 | +514.5% | 2.25% | +474.9% |
BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $10,383,000 | -4.0% | 126,374 | -4.0% | 1.99% | -12.0% |
IVW | Sell | ISHARES TRs&p 500 grwt etf | $10,253,000 | +6.7% | 140,980 | -4.4% | 1.96% | -2.1% |
HTRB | Buy | HARTFORD FDS EXCHANGE TRADEDtotal rtrn etf | $10,072,000 | +2.8% | 245,890 | +0.9% | 1.93% | -5.8% |
HYLB | Buy | DBX ETF TRxtrack usd high | $9,628,000 | +13.4% | 238,841 | +40.6% | 1.84% | +4.0% |
VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $9,531,000 | +12.7% | 61,571 | +7.0% | 1.82% | +3.3% |
ELD | Buy | WISDOMTREE TRem lcl debt fd | $9,424,000 | +14.0% | 288,998 | +11.9% | 1.80% | +4.5% |
MGV | Sell | VANGUARD WORLD FDmega cap val etf | $9,406,000 | -3.1% | 94,418 | -7.4% | 1.80% | -11.1% |
ANGL | Sell | VANECK VECTORS ETF TRfallen angel hg | $9,178,000 | +1.4% | 278,969 | -1.5% | 1.76% | -7.0% |
USMV | Sell | ISHARES TRmsci usa min vol | $8,841,000 | +4.2% | 120,108 | -2.1% | 1.69% | -4.5% |
SEIX | New | VIRTUS ETF TR IIseix sr ln etf | $8,761,000 | – | 350,586 | +100.0% | 1.68% | – |
SDY | Buy | SPDR SER TRs&p divid etf | $8,622,000 | +5.3% | 70,511 | +1.7% | 1.65% | -3.4% |
XLK | Buy | SELECT SECTOR SPDR TRtechnology | $8,541,000 | +18.9% | 57,839 | +6.9% | 1.63% | +9.0% |
VMBS | Sell | VANGUARD SCOTTSDALE FDSmortg-back sec | $8,295,000 | -5.4% | 155,427 | -5.4% | 1.59% | -13.2% |
IBUY | Buy | AMPLIFY ETF TRonlin retl etf | $8,179,000 | +26.4% | 63,069 | +21.0% | 1.56% | +15.9% |
AAPL | Buy | APPLE INC | $7,400,000 | +14.3% | 54,033 | +2.0% | 1.42% | +4.9% |
BNDW | Buy | VANGUARD SCOTTSDALE FDStotal wld bd etf | $7,297,000 | +3.6% | 91,000 | +2.9% | 1.40% | -5.0% |
CMDY | New | ISHARES U S ETF TRbloomberg roll | $6,945,000 | – | 125,926 | +100.0% | 1.33% | – |
XBI | Buy | SPDR SER TRs&p biotech | $6,707,000 | +6.9% | 49,534 | +7.1% | 1.28% | -2.0% |
BRKA | Buy | BERKSHIRE HATHAWAY INC DELcl a | $6,698,000 | +15.8% | 16 | +6.7% | 1.28% | +6.2% |
WBND | Buy | LEGG MASON ETF INVT TRwestn aset ttl | $6,548,000 | +2.6% | 240,014 | +0.9% | 1.25% | -5.9% |
VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $6,151,000 | +2.0% | 58,710 | -1.6% | 1.18% | -6.5% |
IVV | Buy | ISHARES TRcore s&p500 etf | $6,135,000 | +34.9% | 14,270 | +24.8% | 1.17% | +23.7% |
JAAA | Sell | JANUS DETROIT STR TRhendrson aaa cl | $6,060,000 | -4.7% | 120,104 | -4.6% | 1.16% | -12.7% |
PAVE | Buy | GLOBAL X FDSus infr dev etf | $5,997,000 | +8.7% | 232,906 | +5.8% | 1.15% | -0.3% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $5,863,000 | +8.2% | 21,096 | -0.5% | 1.12% | -0.7% |
FNCL | Buy | FIDELITY COVINGTON TRUSTmsci finls idx | $5,733,000 | +18.3% | 109,487 | +10.6% | 1.10% | +8.5% |
IXC | Buy | ISHARES TRglobal energ etf | $5,680,000 | +8.7% | 213,630 | +0.8% | 1.09% | -0.3% |
MSFT | Buy | MICROSOFT CORP | $5,581,000 | +44.7% | 20,602 | +25.9% | 1.07% | +32.7% |
VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $5,504,000 | +23.7% | 81,827 | +15.9% | 1.05% | +13.5% |
CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $5,462,000 | +14.7% | 116,811 | +2.6% | 1.04% | +5.2% |
GEM | Sell | GOLDMAN SACHS ETF TRactivebeta eme | $5,377,000 | -1.0% | 131,765 | -4.2% | 1.03% | -9.2% |
QQQ | Sell | INVESCO QQQ TRunit ser 1 | $5,373,000 | +10.1% | 15,159 | -0.9% | 1.03% | +0.9% |
VPL | Buy | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $5,305,000 | +18.3% | 64,446 | +17.4% | 1.02% | +8.6% |
ICVT | Sell | ISHARES TRconv bd etf | $5,097,000 | -43.0% | 49,985 | -45.1% | 0.98% | -47.7% |
VT | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $5,084,000 | +6.5% | 49,073 | 0.0% | 0.97% | -2.3% | |
SMMD | Sell | ISHARES TRrusel 2500 etf | $5,049,000 | -3.8% | 76,237 | -8.7% | 0.97% | -11.8% |
EPRF | Sell | INNOVATOR ETFS TR IIs&p invstmnt grd | $5,030,000 | -39.4% | 205,384 | -40.1% | 0.96% | -44.5% |
LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $5,011,000 | -4.2% | 98,457 | -3.9% | 0.96% | -12.1% |
EFX | New | EQUIFAX INC | $4,902,000 | – | 20,467 | +100.0% | 0.94% | – |
GOOGL | Buy | ALPHABET INCcap stk cl a | $4,805,000 | +21.0% | 1,968 | +2.2% | 0.92% | +10.9% |
EBND | Buy | SPDR SER TRblombrg brc emrg | $4,767,000 | +3.6% | 180,361 | +2.0% | 0.91% | -5.0% |
XT | Buy | ISHARES TRexponential tech | $4,372,000 | +13.6% | 69,129 | +6.4% | 0.84% | +4.2% |
REET | Sell | ISHARES TRglobal reit etf | $4,065,000 | -0.4% | 146,656 | -8.4% | 0.78% | -8.6% |
SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $3,357,000 | +2.7% | 53,703 | +0.5% | 0.64% | -5.9% |
ARKK | Buy | ARK ETF TRinnovation etf | $2,706,000 | +13.7% | 20,688 | +4.3% | 0.52% | +4.4% |
FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $2,638,000 | +17.1% | 128,082 | +14.5% | 0.50% | +7.4% |
IBB | Buy | ISHARES TRishares biotech | $2,598,000 | +10.1% | 15,878 | +1.3% | 0.50% | +1.0% |
PFFD | Buy | GLOBAL X FDSus pfd etf | $2,541,000 | +3.3% | 97,104 | +0.7% | 0.49% | -5.3% |
BLOK | Buy | AMPLIFY ETF TRblockchain ldr | $2,521,000 | +55.1% | 52,875 | +81.7% | 0.48% | +42.2% |
JETS | Buy | ETF SER SOLUTIONSus glb jets | $2,492,000 | +97.8% | 103,060 | +120.1% | 0.48% | +81.4% |
WCLD | Buy | WISDOMTREE TR | $2,453,000 | +119.6% | 43,896 | +89.2% | 0.47% | +101.3% |
FNDC | Buy | SCHWAB STRATEGIC TRschwb fdt int sc | $2,413,000 | +12.4% | 61,482 | +7.3% | 0.46% | +3.1% |
BIL | Buy | SPDR SER TRspdr bloomberg | $2,397,000 | +0.1% | 26,201 | +0.2% | 0.46% | -8.0% |
LIT | Buy | GLOBAL X FDSlithium btry etf | $2,328,000 | +111.1% | 32,128 | +70.3% | 0.44% | +93.5% |
NFRA | Buy | FLEXSHARES TRstoxx globr inf | $2,286,000 | +10.0% | 39,780 | +7.5% | 0.44% | +0.7% |
BEDZ | New | ADVISORSHARES TRhotel etf | $2,246,000 | – | 91,578 | +100.0% | 0.43% | – |
VB | Buy | VANGUARD INDEX FDSsmall cp etf | $2,199,000 | +55.0% | 9,759 | +47.2% | 0.42% | +42.2% |
SPTS | Sell | SPDR SER TRportfolio sh tsr | $2,125,000 | -9.1% | 69,355 | -9.1% | 0.41% | -16.6% |
VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $1,859,000 | -40.2% | 30,260 | -40.1% | 0.36% | -45.1% |
SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $1,739,000 | +23.5% | 16,728 | +14.1% | 0.33% | +13.3% |
ITOT | ISHARES TRcore s&p ttl stk | $1,668,000 | +7.8% | 16,888 | 0.0% | 0.32% | -1.2% | |
SPGM | Buy | SPDR INDEX SHS FDSportfli msci gbl | $1,640,000 | +22.1% | 29,543 | +15.2% | 0.31% | +12.1% |
PKW | Sell | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $1,533,000 | +4.7% | 16,984 | -2.3% | 0.29% | -3.9% |
ONEQ | Buy | FIDELITY COMWLTH TR | $1,525,000 | +24.3% | 27,062 | +1032.3% | 0.29% | +14.1% |
IWB | ISHARES TRrus 1000 etf | $1,484,000 | +8.2% | 6,131 | 0.0% | 0.28% | -0.7% | |
VO | VANGUARD INDEX FDSmid cap etf | $1,479,000 | +7.2% | 6,233 | 0.0% | 0.28% | -1.7% | |
FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $1,387,000 | +11.8% | 5,665 | -0.5% | 0.26% | +2.3% |
BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $1,369,000 | +516.7% | 39,169 | +483.8% | 0.26% | +469.6% |
VXF | VANGUARD INDEX FDSextend mkt etf | $1,346,000 | +6.6% | 7,138 | 0.0% | 0.26% | -2.3% | |
GOOG | Sell | ALPHABET INCcap stk cl c | $1,316,000 | +17.6% | 525 | -3.0% | 0.25% | +8.2% |
HD | Buy | HOME DEPOT INC | $1,271,000 | +302.2% | 3,985 | +285.0% | 0.24% | +268.2% |
EFA | Buy | ISHARES TRmsci eafe etf | $1,247,000 | +15.0% | 15,815 | +10.7% | 0.24% | +5.8% |
SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $1,218,000 | +4.9% | 37,031 | +1.4% | 0.23% | -3.7% |
QUAL | Sell | ISHARES TRmsci usa qlt fct | $1,186,000 | +2.9% | 8,929 | -5.7% | 0.23% | -5.8% |
IWM | Buy | ISHARES TRrussell 2000 etf | $1,151,000 | +18.2% | 5,018 | +13.8% | 0.22% | +8.4% |
FIS | Buy | FIDELITY NATL INFORMATION SV | $1,127,000 | +317.4% | 7,952 | +314.6% | 0.22% | +285.7% |
ICLN | New | ISHARES TRgl clean ene etf | $1,101,000 | – | 46,913 | +100.0% | 0.21% | – |
VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $1,029,000 | +8475.0% | 16,235 | +8017.5% | 0.20% | +6466.7% |
GLD | Buy | SPDR GOLD TR | $993,000 | +39.7% | 5,997 | +35.0% | 0.19% | +28.4% |
IGSB | Buy | ISHARES TR | $941,000 | +21.1% | 17,161 | +20.8% | 0.18% | +11.1% |
VV | New | VANGUARD INDEX FDSlarge cap etf | $937,000 | – | 4,666 | +100.0% | 0.18% | – |
IWF | Buy | ISHARES TRrus 1000 grw etf | $916,000 | +233.1% | 3,375 | +198.4% | 0.18% | +207.0% |
JPM | Buy | JPMORGAN CHASE & CO | $901,000 | +44.9% | 5,793 | +41.8% | 0.17% | +32.3% |
SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $876,000 | +5.7% | 22,208 | +0.7% | 0.17% | -2.9% |
HON | Buy | HONEYWELL INTL INC | $871,000 | +214.4% | 3,971 | +210.7% | 0.17% | +187.9% |
NFLX | Sell | NETFLIX INC | $865,000 | -72.0% | 1,637 | -72.3% | 0.17% | -74.2% |
ESGU | Sell | ISHARES TResg awr msci usa | $863,000 | +7.5% | 8,760 | -0.9% | 0.16% | -1.8% |
IWN | Buy | ISHARES TRrus 2000 val etf | $843,000 | +4115.0% | 5,088 | +3938.1% | 0.16% | +3925.0% |
XOM | Buy | EXXON MOBIL CORP | $816,000 | +22.2% | 12,928 | +8.1% | 0.16% | +12.2% |
VUG | Sell | VANGUARD INDEX FDSgrowth etf | $781,000 | -16.9% | 2,723 | -25.5% | 0.15% | -24.0% |
VTEB | New | VANGUARD MUN BD FDStax exempt bd | $773,000 | – | 13,974 | +100.0% | 0.15% | – |
VLUE | ISHARES TRmsci usa value | $724,000 | +2.5% | 6,895 | 0.0% | 0.14% | -5.4% | |
MTUM | Sell | ISHARES TRmsci usa mmentm | $697,000 | -4.1% | 4,018 | -11.1% | 0.13% | -12.5% |
NEE | Sell | NEXTERA ENERGY INC | $687,000 | -6.1% | 9,379 | -3.1% | 0.13% | -14.4% |
SMLF | ISHARES TRmsci usa sml cp | $678,000 | +4.5% | 12,366 | 0.0% | 0.13% | -3.7% | |
MCD | Buy | MCDONALDS CORP | $675,000 | +13.4% | 2,924 | +10.1% | 0.13% | +4.0% |
USIG | Sell | ISHARES TRusd inv grde etf | $668,000 | +0.8% | 11,029 | -1.8% | 0.13% | -7.2% |
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $652,000 | +7.9% | 2,925 | +0.1% | 0.12% | -0.8% |
MRK | Buy | MERCK & CO INC | $648,000 | +103.1% | 8,331 | +101.1% | 0.12% | +85.1% |
FB | FACEBOOK INCcl a | $630,000 | +18.0% | 1,812 | 0.0% | 0.12% | +9.0% | |
IGEB | Sell | ISHARES TRinvestment grade | $621,000 | -7.2% | 11,464 | -9.5% | 0.12% | -15.0% |
DBEF | DBX ETF TRxtrack msci eafe | $610,000 | +3.4% | 16,260 | 0.0% | 0.12% | -4.9% | |
IWR | ISHARES TRrus mid cap etf | $614,000 | +7.2% | 7,745 | 0.0% | 0.12% | -2.5% | |
SRVR | Buy | PACER FDS TRbnchmrk infra | $603,000 | +25.1% | 14,958 | +12.3% | 0.12% | +13.9% |
IYW | Buy | ISHARES TRu.s. tech etf | $599,000 | +37.4% | 6,022 | +21.2% | 0.12% | +26.4% |
DTN | WISDOMTREE TRus divid ex fncl | $595,000 | +3.1% | 6,120 | 0.0% | 0.11% | -5.0% | |
JNJ | Buy | JOHNSON & JOHNSON | $586,000 | +77.0% | 3,555 | +76.3% | 0.11% | +62.3% |
GOVT | Buy | ISHARES TRus treas bd etf | $582,000 | +2.3% | 21,878 | +0.6% | 0.11% | -6.7% |
BABA | ALIBABA GROUP HLDG LTDsponsored ads | $539,000 | 0.0% | 2,378 | 0.0% | 0.10% | -8.0% | |
VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $530,000 | +10.0% | 9,761 | +5.5% | 0.10% | 0.0% |
EMLP | FIRST TR EXCHANGE-TRADED FDno amer energy | $509,000 | +7.2% | 20,827 | 0.0% | 0.10% | -2.0% | |
FBT | FIRST TR EXCHANGE-TRADED FDny arca biotech | $489,000 | +7.7% | 2,830 | 0.0% | 0.09% | -1.1% | |
SCHA | SCHWAB STRATEGIC TRus sml cap etf | $485,000 | +4.5% | 4,657 | 0.0% | 0.09% | -4.1% | |
LQD | Sell | ISHARES TRiboxx inv cp etf | $479,000 | -11.3% | 3,564 | -14.1% | 0.09% | -18.6% |
EMGF | ISHARES INCmsci emerg mkt | $477,000 | +4.1% | 8,812 | 0.0% | 0.09% | -5.2% | |
PDP | INVESCO EXCHANGE TRADED FD Tdwa momentum | $477,000 | +5.3% | 5,322 | 0.0% | 0.09% | -4.2% | |
SPTM | Sell | SPDR SER TRportfoli s&p1500 | $465,000 | +3.6% | 8,782 | -3.8% | 0.09% | -5.3% |
PG | Buy | PROCTER AND GAMBLE CO | $461,000 | +98.7% | 3,420 | +100.0% | 0.09% | +83.3% |
SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $442,000 | – | 6,472 | +100.0% | 0.08% | – |
MAR | MARRIOTT INTL INC NEWcl a | $427,000 | -7.8% | 3,127 | 0.0% | 0.08% | -15.5% | |
MA | MASTERCARD INCORPORATEDcl a | $428,000 | +2.4% | 1,173 | 0.0% | 0.08% | -5.7% | |
XNTK | SPDR SER TRnyse tech etf | $420,000 | +9.9% | 2,641 | 0.0% | 0.08% | 0.0% | |
YYY | Buy | AMPLIFY ETF TR | $417,000 | +18.5% | 23,654 | +12.3% | 0.08% | +9.6% |
INTF | ISHARES TRmsci intl multft | $414,000 | +4.8% | 13,763 | 0.0% | 0.08% | -3.7% | |
SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $408,000 | +527.7% | 5,401 | +501.4% | 0.08% | +457.1% |
IWS | Buy | ISHARES TRrus mdcp val etf | $400,000 | +146.9% | 3,476 | +134.5% | 0.08% | +126.5% |
FXL | FIRST TR EXCHANGE TRADED FDtech alphadex | $395,000 | +9.1% | 3,182 | 0.0% | 0.08% | 0.0% | |
IWP | Buy | ISHARES TRrus md cp gr etf | $397,000 | +21.0% | 3,508 | +9.3% | 0.08% | +11.8% |
QTEC | FIRST TR NASDAQ 100 TECH IND | $393,000 | +10.1% | 2,474 | 0.0% | 0.08% | +1.4% | |
FGD | Buy | FIRST TR EXCHANGE TRADED FDdj glbl divid | $387,000 | +6.0% | 14,930 | +2.8% | 0.07% | -2.6% |
V | Sell | VISA INC | $380,000 | +10.1% | 1,623 | -0.4% | 0.07% | +1.4% |
XLF | SELECT SECTOR SPDR TRfinancial | $374,000 | +7.8% | 10,195 | 0.0% | 0.07% | 0.0% | |
VFQY | VANGUARD WELLINGTON FDus quality | $372,000 | +6.0% | 3,129 | 0.0% | 0.07% | -2.7% | |
IEFA | Sell | ISHARES TRcore msci eafe | $365,000 | +0.8% | 4,875 | -2.8% | 0.07% | -7.9% |
PTH | INVESCO EXCHANGE TRADED FD Tdwa healthcare | $366,000 | +6.1% | 2,198 | 0.0% | 0.07% | -2.8% | |
ACWX | Buy | ISHARES TRmsci acwi ex us | $364,000 | +46.8% | 6,322 | +40.8% | 0.07% | +34.6% |
PFE | Buy | PFIZER INC | $359,000 | +245.2% | 9,168 | +218.0% | 0.07% | +213.6% |
INTC | Buy | INTEL CORP | $361,000 | -6.5% | 6,439 | +6.8% | 0.07% | -14.8% |
CVX | Buy | CHEVRON CORP NEW | $363,000 | +40.7% | 3,462 | +40.4% | 0.07% | +27.8% |
DFAC | New | DIMENSIONAL ETF TRUSTus core equity 2 | $360,000 | – | 13,326 | +100.0% | 0.07% | – |
NKE | NIKE INCcl b | $360,000 | +16.1% | 2,330 | 0.0% | 0.07% | +6.2% | |
IWO | Buy | ISHARES TRrus 2000 grw etf | $358,000 | +40.9% | 1,149 | +36.0% | 0.07% | +28.3% |
GSIE | GOLDMAN SACHS ETF TRactivebeta int | $347,000 | +5.8% | 9,931 | 0.0% | 0.07% | -2.9% | |
FIXD | Sell | FIRST TR EXCHNG TRADED FD VItcw opportunis | $345,000 | +1.2% | 6,433 | -0.3% | 0.07% | -7.0% |
PEP | Buy | PEPSICO INC | $345,000 | +9.9% | 2,328 | +4.9% | 0.07% | 0.0% |
CCI | Buy | CROWN CASTLE INTL CORP NEW | $333,000 | +14.0% | 1,707 | +0.5% | 0.06% | +4.9% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $323,000 | +44.2% | 5,758 | +49.6% | 0.06% | +31.9% |
NUEM | Buy | NUSHARES ETF TRnuveen esg emrgn | $316,000 | +48.4% | 8,521 | +40.7% | 0.06% | +36.4% |
ADP | Buy | AUTOMATIC DATA PROCESSING IN | $308,000 | +6.9% | 1,552 | +1.7% | 0.06% | -1.7% |
VOE | VANGUARD INDEX FDSmcap vl idxvip | $301,000 | +4.5% | 2,139 | 0.0% | 0.06% | -3.3% | |
ESGE | Sell | ISHARES INCesg awr msci em | $303,000 | -1.3% | 6,707 | -5.3% | 0.06% | -9.4% |
TGT | Buy | TARGET CORP | $297,000 | +24.8% | 1,227 | +1.9% | 0.06% | +14.0% |
SHY | Sell | ISHARES TR1 3 yr treas bd | $298,000 | -50.1% | 3,460 | -50.0% | 0.06% | -54.4% |
SAIC | SCIENCE APPLICATIONS INTL CO | $291,000 | +5.1% | 3,313 | 0.0% | 0.06% | -3.4% | |
UNH | Buy | UNITEDHEALTH GROUP INC | $289,000 | +27.9% | 721 | +18.6% | 0.06% | +17.0% |
MBB | ISHARES TRmbs etf | $289,000 | 0.0% | 2,670 | 0.0% | 0.06% | -8.3% | |
DIS | Buy | DISNEY WALT CO | $284,000 | -0.7% | 1,614 | +4.3% | 0.05% | -10.0% |
WDAY | WORKDAY INCcl a | $278,000 | -3.8% | 1,163 | 0.0% | 0.05% | -11.7% | |
VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $266,000 | +1300.0% | 1,947 | +1233.6% | 0.05% | +1175.0% |
FXH | FIRST TR EXCHANGE TRADED FDhlth care alph | $265,000 | +8.2% | 2,259 | 0.0% | 0.05% | 0.0% | |
INDS | Buy | PACER FDS TRbnchmrk indstr | $263,000 | +14.3% | 6,105 | +3.3% | 0.05% | +4.2% |
KO | Buy | COCA COLA CO | $254,000 | +48.5% | 4,699 | +44.5% | 0.05% | +36.1% |
WFHY | WISDOMTREE TRus hgh yld corp | $256,000 | +1.2% | 4,857 | 0.0% | 0.05% | -7.5% | |
IJR | Buy | ISHARES TRcore s&p scp etf | $244,000 | +5.2% | 2,161 | +1.2% | 0.05% | -2.1% |
SO | Buy | SOUTHERN CO | $240,000 | +4.8% | 3,973 | +7.9% | 0.05% | -4.2% |
SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $243,000 | +9.0% | 3,108 | +3.8% | 0.05% | -2.1% |
STT | New | STATE STR CORP | $237,000 | – | 2,880 | +100.0% | 0.04% | – |
FXO | FIRST TR EXCHANGE TRADED FDfinls alphadex | $234,000 | +5.4% | 5,348 | 0.0% | 0.04% | -2.2% | |
UNP | Buy | UNION PAC CORP | $226,000 | +46.8% | 1,026 | +47.0% | 0.04% | +34.4% |
SPAB | SPDR SER TRportfolio agrgte | $224,000 | +1.4% | 7,458 | 0.0% | 0.04% | -6.5% | |
ETN | New | EATON CORP PLC | $222,000 | – | 1,500 | +100.0% | 0.04% | – |
ADBE | ADOBE SYSTEMS INCORPORATED | $213,000 | +23.1% | 363 | 0.0% | 0.04% | +13.9% | |
EEM | ISHARES TRmsci emg mkt etf | $209,000 | +3.5% | 3,792 | 0.0% | 0.04% | -4.8% | |
IXN | Sell | ISHARES TRglobal tech etf | $205,000 | -6.8% | 607 | -15.2% | 0.04% | -15.2% |
NVDA | NVIDIA CORPORATION | $200,000 | +50.4% | 250 | 0.0% | 0.04% | +35.7% | |
STAG | Exit | STAG INDL INC | $0 | – | -54 | -100.0% | 0.00% | – |
IONS | Exit | IONIS PHARMACEUTICALS INC | $0 | – | -50 | -100.0% | 0.00% | – |
LGND | Exit | LIGAND PHARMACEUTICALS INC | $0 | – | -9 | -100.0% | 0.00% | – |
STM | Exit | STMICROELECTRONICS N Vny registry | $0 | – | -42 | -100.0% | 0.00% | – |
BKR | Exit | BAKER HUGHES COMPANYcl a | $0 | – | -103 | -100.0% | 0.00% | – |
UGI | Exit | UGI CORP NEW | $0 | – | -14 | -100.0% | 0.00% | – |
AOK | Exit | ISHARES TRconser alloc etf | $0 | – | -34 | -100.0% | 0.00% | – |
GH | Exit | GUARDANT HEALTH INC | $0 | – | -15 | -100.0% | 0.00% | – |
ICON | Exit | ICONIX BRAND GROUP INC | $0 | – | -100 | -100.0% | 0.00% | – |
PEG | Exit | PUBLIC SVC ENTERPRISE GRP IN | $0 | – | -37 | -100.0% | 0.00% | – |
FB | New | FACEBOOK INCput | $0 | – | 2 | +100.0% | 0.00% | – |
GE | Exit | GENERAL ELECTRIC CO | $0 | – | -187 | -100.0% | 0.00% | – |
NXST | Exit | NEXSTAR MEDIA GROUP INCcl a | $0 | – | -15 | -100.0% | 0.00% | – |
SUPN | Exit | SUPERNUS PHARMACEUTICALS INC | $0 | – | -29 | -100.0% | 0.00% | – |
ACB | Exit | AURORA CANNABIS INC | $0 | – | -129 | -100.0% | 0.00% | – |
CNA | Exit | CNA FINL CORP | $0 | – | -40 | -100.0% | 0.00% | – |
RIDE | Exit | LORDSTOWN MOTORS CORP | $0 | – | -40 | -100.0% | 0.00% | – |
ALB | Exit | ALBEMARLE CORP | $0 | – | -16 | -100.0% | 0.00% | – |
EZM | Exit | WISDOMTREE TRus midcap fund | $0 | – | -4 | -100.0% | 0.00% | – |
LCII | Exit | LCI INDS | $0 | – | -15 | -100.0% | 0.00% | – |
POR | Exit | PORTLAND GEN ELEC CO | $0 | – | -39 | -100.0% | 0.00% | – |
MTSI | Exit | MACOM TECH SOLUTIONS HLDGS I | $0 | – | -5 | -100.0% | 0.00% | – |
GSK | Exit | GLAXOSMITHKLINE PLCsponsored adr | $0 | – | -10 | -100.0% | 0.00% | – |
SSSS | Exit | SURO CAPITAL CORP | $0 | – | -47 | -100.0% | 0.00% | – |
PPC | Exit | PILGRIMS PRIDE CORP | $0 | – | -72 | -100.0% | 0.00% | – |
PJT | Exit | PJT PARTNERS INC | $0 | – | -31 | -100.0% | 0.00% | – |
EMN | Exit | EASTMAN CHEM CO | $0 | – | -22 | -100.0% | 0.00% | – |
TSCO | Exit | TRACTOR SUPPLY CO | $0 | – | -10 | -100.0% | 0.00% | – |
GRUB | Exit | GRUBHUB INC | $0 | – | -30 | -100.0% | 0.00% | – |
TXRH | Exit | TEXAS ROADHOUSE INC | $0 | – | -13 | -100.0% | 0.00% | – |
SIRI | Exit | SIRIUS XM HOLDINGS INC | $0 | – | -75 | -100.0% | 0.00% | – |
ABB | Exit | ABB LTDsponsored adr | $0 | – | -75 | -100.0% | 0.00% | – |
SCI | Exit | SERVICE CORP INTL | $0 | – | -37 | -100.0% | 0.00% | – |
ADC | Exit | AGREE REALTY CORP | $0 | – | -21 | -100.0% | 0.00% | – |
EVRG | Exit | EVERGY INC | $0 | – | -36 | -100.0% | 0.00% | – |
VRSK | Exit | VERISK ANALYTICS INC | $0 | – | -14 | -100.0% | 0.00% | – |
IPKW | Exit | INVESCO EXCH TRADED FD TR IIintl buyback | $0 | – | -37 | -100.0% | 0.00% | – |
MDLZ | Exit | MONDELEZ INTL INCcl a | $0 | – | -27 | -100.0% | 0.00% | – |
EXAS | Exit | EXACT SCIENCES CORP | $0 | – | -54 | -100.0% | -0.00% | – |
EW | Exit | EDWARDS LIFESCIENCES CORP | $0 | – | -63 | -100.0% | -0.00% | – |
SRE | Exit | SEMPRA ENERGY | $0 | – | -22 | -100.0% | -0.00% | – |
UA | Exit | UNDER ARMOUR INCcl c | $0 | – | -270 | -100.0% | -0.00% | – |
AXON | Exit | AXON ENTERPRISE INC | $0 | – | -47 | -100.0% | -0.00% | – |
YUMC | Exit | YUM CHINA HLDGS INC | $0 | – | -68 | -100.0% | -0.00% | – |
HST | Exit | HOST HOTELS & RESORTS INC | $0 | – | -306 | -100.0% | -0.00% | – |
MAS | Exit | MASCO CORP | $0 | – | -59 | -100.0% | -0.00% | – |
LKFN | Exit | LAKELAND FINL CORP | $0 | – | -37 | -100.0% | -0.00% | – |
EHC | Exit | ENCOMPASS HEALTH CORP | $0 | – | -31 | -100.0% | -0.00% | – |
HTA | Exit | HEALTHCARE TR AMER INCcl a new | $0 | – | -128 | -100.0% | -0.00% | – |
MNST | Exit | MONSTER BEVERAGE CORP NEW | $0 | – | -44 | -100.0% | -0.00% | – |
MASI | Exit | MASIMO CORP | $0 | – | -21 | -100.0% | -0.00% | – |
VTRS | Exit | VIATRIS INC | $0 | – | -327 | -100.0% | -0.00% | – |
SHW | Exit | SHERWIN WILLIAMS CO | $0 | – | -6 | -100.0% | -0.00% | – |
AKAM | Exit | AKAMAI TECHNOLOGIES INC | $0 | – | -55 | -100.0% | -0.00% | – |
IGOV | Exit | ISHARES TRintl trea bd etf | $0 | – | -55 | -100.0% | -0.00% | – |
APD | Exit | AIR PRODS & CHEMS INC | $0 | – | -9 | -100.0% | -0.00% | – |
AES | Exit | AES CORP | $0 | – | -134 | -100.0% | -0.00% | – |
COG | Exit | CABOT OIL & GAS CORP | $0 | – | -158 | -100.0% | -0.00% | – |
FTNT | Exit | FORTINET INC | $0 | – | -21 | -100.0% | -0.00% | – |
NUE | Exit | NUCOR CORP | $0 | – | -51 | -100.0% | -0.00% | – |
TROW | Exit | PRICE T ROWE GROUP INC | $0 | – | -29 | -100.0% | -0.00% | – |
KMI | Exit | KINDER MORGAN INC DEL | $0 | – | -169 | -100.0% | -0.00% | – |
PPL | Exit | PPL CORP | $0 | – | -204 | -100.0% | -0.00% | – |
EMLC | Exit | VANECK VECTORS ETF TRjp morgan mkts | $0 | – | -214 | -100.0% | -0.00% | – |
UL | Exit | UNILEVER PLCspon adr new | $0 | – | -130 | -100.0% | -0.00% | – |
WBA | Exit | WALGREENS BOOTS ALLIANCE INC | $0 | – | -96 | -100.0% | -0.00% | – |
WTRG | Exit | ESSENTIAL UTILS INC | $0 | – | -56 | -100.0% | -0.00% | – |
JKHY | Exit | HENRY JACK & ASSOC INC | $0 | – | -45 | -100.0% | -0.00% | – |
BAM | Exit | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $0 | – | -102 | -100.0% | -0.00% | – |
ZTS | Exit | ZOETIS INCcl a | $0 | – | -43 | -100.0% | -0.00% | – |
UBER | Exit | UBER TECHNOLOGIES INC | $0 | – | -58 | -100.0% | -0.00% | – |
GLW | Exit | CORNING INC | $0 | – | -98 | -100.0% | -0.00% | – |
VOOG | Exit | VANGUARD ADMIRAL FDS INC500 grth idx f | $0 | – | -14 | -100.0% | -0.00% | – |
AOA | Exit | ISHARES TRaggres alloc etf | $0 | – | -53 | -100.0% | -0.00% | – |
CVS | Exit | CVS HEALTH CORP | $0 | – | -36 | -100.0% | -0.00% | – |
VLO | Exit | VALERO ENERGY CORP | $0 | – | -49 | -100.0% | -0.00% | – |
SYY | Exit | SYSCO CORP | $0 | – | -51 | -100.0% | -0.00% | – |
SCCO | Exit | SOUTHERN COPPER CORP | $0 | – | -61 | -100.0% | -0.00% | – |
POOL | Exit | POOL CORP | $0 | – | -8 | -100.0% | -0.00% | – |
ALXN | Exit | ALEXION PHARMACEUTICALS INC | $0 | – | -28 | -100.0% | -0.00% | – |
MKTX | Exit | MARKETAXESS HLDGS INC | $0 | – | -12 | -100.0% | -0.00% | – |
TDOC | Exit | TELADOC HEALTH INC | $0 | – | -24 | -100.0% | -0.00% | – |
TFX | Exit | TELEFLEX INCORPORATED | $0 | – | -13 | -100.0% | -0.00% | – |
KNSL | Exit | KINSALE CAP GROUP INC | $0 | – | -27 | -100.0% | -0.00% | – |
PRF | Exit | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $0 | – | -39 | -100.0% | -0.00% | – |
ROP | Exit | ROPER TECHNOLOGIES INC | $0 | – | -9 | -100.0% | -0.00% | – |
FRC | Exit | FIRST REP BK SAN FRANCISCO C | $0 | – | -20 | -100.0% | -0.00% | – |
CRL | Exit | CHARLES RIV LABS INTL INC | $0 | – | -17 | -100.0% | -0.00% | – |
WU | Exit | WESTERN UN CO | $0 | – | -133 | -100.0% | -0.00% | – |
TYL | Exit | TYLER TECHNOLOGIES INC | $0 | – | -6 | -100.0% | -0.00% | – |
ILMN | Exit | ILLUMINA INC | $0 | – | -13 | -100.0% | -0.00% | – |
KHC | Exit | KRAFT HEINZ CO | $0 | – | -101 | -100.0% | -0.00% | – |
DLTR | Exit | DOLLAR TREE INC | $0 | – | -32 | -100.0% | -0.00% | – |
ITW | Exit | ILLINOIS TOOL WKS INC | $0 | – | -19 | -100.0% | -0.00% | – |
OC | Exit | OWENS CORNING NEW | $0 | – | -33 | -100.0% | -0.00% | – |
SMG | Exit | SCOTTS MIRACLE-GRO COcl a | $0 | – | -12 | -100.0% | -0.00% | – |
MTD | Exit | METTLER TOLEDO INTERNATIONAL | $0 | – | -5 | -100.0% | -0.00% | – |
ADM | Exit | ARCHER DANIELS MIDLAND CO | $0 | – | -51 | -100.0% | -0.00% | – |
ALGN | Exit | ALIGN TECHNOLOGY INC | $0 | – | -8 | -100.0% | -0.00% | – |
CHKP | Exit | CHECK POINT SOFTWARE TECH LTord | $0 | – | -66 | -100.0% | -0.00% | – |
FOCS | Exit | FOCUS FINL PARTNERS INC | $0 | – | -152 | -100.0% | -0.00% | – |
VVV | Exit | VALVOLINE INC | $0 | – | -121 | -100.0% | -0.00% | – |
EXPO | Exit | EXPONENT INC | $0 | – | -48 | -100.0% | -0.00% | – |
TWLO | Exit | TWILIO INCcl a | $0 | – | -11 | -100.0% | -0.00% | – |
IBKR | Exit | INTERACTIVE BROKERS GROUP IN | $0 | – | -44 | -100.0% | -0.00% | – |
CMG | Exit | CHIPOTLE MEXICAN GRILL INC | $0 | – | -2 | -100.0% | -0.00% | – |
LULU | Exit | LULULEMON ATHLETICA INC | $0 | – | -12 | -100.0% | -0.00% | – |
AOR | Exit | ISHARES TRgrwt allocat etf | $0 | – | -121 | -100.0% | -0.00% | – |
ECL | Exit | ECOLAB INC | $0 | – | -19 | -100.0% | -0.00% | – |
SBUX | Exit | STARBUCKS CORP | $0 | – | -55 | -100.0% | -0.00% | – |
MTCH | Exit | MATCH GROUP INC NEW | $0 | – | -19 | -100.0% | -0.00% | – |
SMLV | Exit | SPDR SER TRssga us smal etf | $0 | – | -34 | -100.0% | -0.00% | – |
ZBH | Exit | ZIMMER BIOMET HOLDINGS INC | $0 | – | -25 | -100.0% | -0.00% | – |
DD | Exit | DUPONT DE NEMOURS INC | $0 | – | -60 | -100.0% | -0.00% | – |
DRI | Exit | DARDEN RESTAURANTS INC | $0 | – | -48 | -100.0% | -0.00% | – |
ANSS | Exit | ANSYS INC | $0 | – | -16 | -100.0% | -0.00% | – |
TM | Exit | TOYOTA MOTOR CORP | $0 | – | -56 | -100.0% | -0.00% | – |
DGS | Exit | WISDOMTREE TRemg mkts smcap | $0 | – | -213 | -100.0% | -0.00% | – |
OGS | Exit | ONE GAS INC | $0 | – | -125 | -100.0% | -0.00% | – |
RIOT | Exit | RIOT BLOCKCHAIN INC | $0 | – | -200 | -100.0% | -0.00% | – |
TRI | Exit | THOMSON REUTERS CORP. | $0 | – | -103 | -100.0% | -0.00% | – |
TD | Exit | TORONTO DOMINION BK ONT | $0 | – | -173 | -100.0% | -0.00% | – |
OMC | Exit | OMNICOM GROUP INC | $0 | – | -132 | -100.0% | -0.00% | – |
TJX | Exit | TJX COS INC NEW | $0 | – | -162 | -100.0% | -0.00% | – |
EBAY | Exit | EBAY INC. | $0 | – | -173 | -100.0% | -0.00% | – |
ICLR | Exit | ICON PLC | $0 | – | -41 | -100.0% | -0.00% | – |
JBHT | Exit | HUNT J B TRANS SVCS INC | $0 | – | -50 | -100.0% | -0.00% | – |
COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -24 | -100.0% | -0.00% | – |
D | Exit | DOMINION ENERGY INC | $0 | – | -105 | -100.0% | -0.00% | – |
PDBC | Exit | INVESCO ACTIVLY MANGD ETC FDoptimum yield | $0 | – | -535 | -100.0% | -0.00% | – |
LHX | Exit | L3HARRIS TECHNOLOGIES INC | $0 | – | -47 | -100.0% | -0.00% | – |
EQIX | Exit | EQUINIX INC | $0 | – | -13 | -100.0% | -0.00% | – |
DLS | Exit | WISDOMTREE TRintl smcap div | $0 | – | -147 | -100.0% | -0.00% | – |
DEM | Exit | WISDOMTREE TRemer mkt high fd | $0 | – | -229 | -100.0% | -0.00% | – |
RBC | Exit | REGAL BELOIT CORP | $0 | – | -60 | -100.0% | -0.00% | – |
DOW | Exit | DOW INC | $0 | – | -145 | -100.0% | -0.00% | – |
QYLD | Exit | GLOBAL X FDSnasdaq 100 cover | $0 | – | -484 | -100.0% | -0.00% | – |
CCL | Exit | CARNIVAL CORPunit 99/99/9999 | $0 | – | -295 | -100.0% | -0.00% | – |
CRWD | Exit | CROWDSTRIKE HLDGS INCcl a | $0 | – | -46 | -100.0% | -0.00% | – |
TU | Exit | TELUS CORPORATION | $0 | – | -423 | -100.0% | -0.00% | – |
ZNGA | Exit | ZYNGA INCcl a | $0 | – | -1,000 | -100.0% | -0.00% | – |
CB | Exit | CHUBB LIMITED | $0 | – | -68 | -100.0% | -0.00% | – |
SJM | Exit | SMUCKER J M CO | $0 | – | -62 | -100.0% | -0.00% | – |
CTXS | Exit | CITRIX SYS INC | $0 | – | -60 | -100.0% | -0.00% | – |
ASML | Exit | ASML HOLDING N V | $0 | – | -18 | -100.0% | -0.00% | – |
GOLD | Exit | BARRICK GOLD CORP | $0 | – | -500 | -100.0% | -0.00% | – |
IEI | Exit | ISHARES TR3 7 yr treas bd | $0 | – | -82 | -100.0% | -0.00% | – |
OHI | Exit | OMEGA HEALTHCARE INVS INC | $0 | – | -209 | -100.0% | -0.00% | – |
NVO | Exit | NOVO-NORDISK A Sadr | $0 | – | -133 | -100.0% | -0.00% | – |
FMC | Exit | FMC CORP | $0 | – | -91 | -100.0% | -0.00% | – |
PM | Exit | PHILIP MORRIS INTL INC | $0 | – | -165 | -100.0% | -0.00% | – |
AMGN | Exit | AMGEN INC | $0 | – | -51 | -100.0% | -0.00% | – |
ORLY | Exit | OREILLY AUTOMOTIVE INC | $0 | – | -26 | -100.0% | -0.00% | – |
GPC | Exit | GENUINE PARTS CO | $0 | – | -104 | -100.0% | -0.00% | – |
XSMO | Exit | INVESCO EXCHANGE TRADED FD Ts&p smlcp moment | $0 | – | -303 | -100.0% | -0.00% | – |
QCOM | Exit | QUALCOMM INC | $0 | – | -108 | -100.0% | -0.00% | – |
FAST | Exit | FASTENAL CO | $0 | – | -263 | -100.0% | -0.00% | – |
HRL | Exit | HORMEL FOODS CORP | $0 | – | -307 | -100.0% | -0.00% | – |
NEM | Exit | NEWMONT CORP | $0 | – | -250 | -100.0% | -0.00% | – |
FIVG | Exit | ETF SER SOLUTIONSdefiance next | $0 | – | -401 | -100.0% | -0.00% | – |
IWV | Exit | ISHARES TRrussell 3000 etf | $0 | – | -50 | -100.0% | -0.00% | – |
SEAS | Exit | SEAWORLD ENTMT INC | $0 | – | -300 | -100.0% | -0.00% | – |
INFY | Exit | INFOSYS LTDsponsored adr | $0 | – | -783 | -100.0% | -0.00% | – |
FTCS | Exit | FIRST TR EXCHANGE-TRADED FDcap strength etf | $0 | – | -181 | -100.0% | -0.00% | – |
RGA | Exit | REINSURANCE GRP OF AMERICA I | $0 | – | -97 | -100.0% | -0.00% | – |
BRO | Exit | BROWN & BROWN INC | $0 | – | -273 | -100.0% | -0.00% | – |
RIO | Exit | RIO TINTO PLCsponsored adr | $0 | – | -202 | -100.0% | -0.00% | – |
CPRT | Exit | COPART INC | $0 | – | -115 | -100.0% | -0.00% | – |
IR | Exit | INGERSOLL RAND INC | $0 | – | -240 | -100.0% | -0.00% | – |
IQDY | Exit | FLEXSHARES TRint qltdvdynam | $0 | – | -500 | -100.0% | -0.00% | – |
VRTX | Exit | VERTEX PHARMACEUTICALS INC | $0 | – | -76 | -100.0% | -0.00% | – |
TWTR | Exit | TWITTER INC | $0 | – | -311 | -100.0% | -0.00% | – |
VYMI | Exit | VANGUARD WHITEHALL FDSintl high etf | $0 | – | -324 | -100.0% | -0.00% | – |
NGVT | Exit | INGEVITY CORP | $0 | – | -273 | -100.0% | -0.00% | – |
GPI | Exit | GROUP 1 AUTOMOTIVE INC | $0 | – | -109 | -100.0% | -0.00% | – |
SFHY | Exit | WISDOMTREE TRus shrt trm high | $0 | – | -387 | -100.0% | -0.00% | – |
MDY | Exit | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $0 | – | -45 | -100.0% | -0.00% | – |
NTRS | Exit | NORTHERN TR CORP | $0 | – | -191 | -100.0% | -0.00% | – |
FSKR | Exit | FS KKR CAP CORP II | $0 | – | -1,044 | -100.0% | -0.00% | – |
GM | Exit | GENERAL MTRS CO | $0 | – | -300 | -100.0% | -0.00% | – |
FHLC | Exit | FIDELITY COVINGTON TRUSTmsci hlth care i | $0 | – | -361 | -100.0% | -0.00% | – |
CWB | Exit | SPDR SER TRblmbrg brc cnvrt | $0 | – | -203 | -100.0% | -0.00% | – |
BLK | Exit | BLACKROCK INC | $0 | – | -26 | -100.0% | -0.00% | – |
LFMD | Exit | LIFEMD INC | $0 | – | -1,344 | -100.0% | -0.00% | – |
XMMO | Exit | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $0 | – | -220 | -100.0% | -0.00% | – |
YETI | Exit | YETI HLDGS INC | $0 | – | -231 | -100.0% | -0.00% | – |
PAYC | Exit | PAYCOM SOFTWARE INC | $0 | – | -67 | -100.0% | -0.01% | – |
VNQI | Exit | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $0 | – | -424 | -100.0% | -0.01% | – |
FXD | Exit | FIRST TR EXCHANGE TRADED FDconsumr discre | $0 | – | -450 | -100.0% | -0.01% | – |
TRV | Exit | TRAVELERS COMPANIES INC | $0 | – | -150 | -100.0% | -0.01% | – |
ANTM | Exit | ANTHEM INC | $0 | – | -69 | -100.0% | -0.01% | – |
NVCR | Exit | NOVOCURE LTD | $0 | – | -200 | -100.0% | -0.01% | – |
LXP | Exit | LEXINGTON REALTY TRUST | $0 | – | -2,200 | -100.0% | -0.01% | – |
JNK | Exit | SPDR SER TRbloomberg brclys | $0 | – | -206 | -100.0% | -0.01% | – |
FEMB | Exit | FIRST TR EXCH TRADED FD IIIeme mrk bd etf | $0 | – | -730 | -100.0% | -0.01% | – |
GTO | Exit | INVESCO ACTIVELY MANAGED ETFtotal return | $0 | – | -405 | -100.0% | -0.01% | – |
DES | Exit | WISDOMTREE TRus smallcap divd | $0 | – | -706 | -100.0% | -0.01% | – |
RY | Exit | ROYAL BK CDA | $0 | – | -260 | -100.0% | -0.01% | – |
FTSL | Exit | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $0 | – | -454 | -100.0% | -0.01% | – |
USFR | Exit | WISDOMTREE TRfloatng rat trea | $0 | – | -910 | -100.0% | -0.01% | – |
VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -272 | -100.0% | -0.01% | – |
LAZR | Exit | LUMINAR TECHNOLOGIES INC | $0 | – | -1,000 | -100.0% | -0.01% | – |
BIIB | Exit | BIOGEN INC | $0 | – | -84 | -100.0% | -0.01% | – |
SJNK | Exit | SPDR SER TRbloomberg srt tr | $0 | – | -834 | -100.0% | -0.01% | – |
FDT | Exit | FIRST TR EXCH TRD ALPHDX FDdev mrk ex us | $0 | – | -401 | -100.0% | -0.01% | – |
WEC | Exit | WEC ENERGY GROUP INC | $0 | – | -275 | -100.0% | -0.01% | – |
RCL | Exit | ROYAL CARIBBEAN GROUP | $0 | – | -257 | -100.0% | -0.01% | – |
BIB | Exit | PROSHARES TR | $0 | – | -270 | -100.0% | -0.01% | – |
PAWZ | Exit | PROSHARES TRpet care etf | $0 | – | -400 | -100.0% | -0.01% | – |
FSK | Exit | FS KKR CAP CORP | $0 | – | -1,471 | -100.0% | -0.01% | – |
VPU | Exit | VANGUARD WORLD FDSutilities etf | $0 | – | -201 | -100.0% | -0.01% | – |
PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -129 | -100.0% | -0.01% | – |
SCHW | Exit | SCHWAB CHARLES CORP | $0 | – | -465 | -100.0% | -0.01% | – |
LOW | Exit | LOWES COS INC | $0 | – | -164 | -100.0% | -0.01% | – |
AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -112 | -100.0% | -0.01% | – |
ORI | Exit | OLD REP INTL CORP | $0 | – | -1,290 | -100.0% | -0.01% | – |
GHVI | Exit | GORES HOLDINGS VI INC | $0 | – | -2,000 | -100.0% | -0.01% | – |
SYK | Exit | STRYKER CORPORATION | $0 | – | -134 | -100.0% | -0.01% | – |
ETR | Exit | ENTERGY CORP NEW | $0 | – | -354 | -100.0% | -0.01% | – |
BK | Exit | BANK NEW YORK MELLON CORP | $0 | – | -700 | -100.0% | -0.01% | – |
ORCL | Exit | ORACLE CORP | $0 | – | -471 | -100.0% | -0.01% | – |
WM | Exit | WASTE MGMT INC DEL | $0 | – | -275 | -100.0% | -0.01% | – |
LHCG | Exit | LHC GROUP INC | $0 | – | -181 | -100.0% | -0.01% | – |
XLU | Exit | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | -533 | -100.0% | -0.01% | – |
ARKQ | Exit | ARK ETF TRautnmus technlgy | $0 | – | -412 | -100.0% | -0.01% | – |
IUSB | Exit | ISHARES TRcore total usd | $0 | – | -638 | -100.0% | -0.01% | – |
EMB | Exit | ISHARES TRjpmorgan usd emg | $0 | – | -316 | -100.0% | -0.01% | – |
RMD | Exit | RESMED INC | $0 | – | -175 | -100.0% | -0.01% | – |
VRIG | Exit | INVESCO ACTIVELY MANAGED ETFvar rate invt | $0 | – | -1,318 | -100.0% | -0.01% | – |
LANC | Exit | LANCASTER COLONY CORP | $0 | – | -196 | -100.0% | -0.01% | – |
VMW | Exit | VMWARE INC | $0 | – | -232 | -100.0% | -0.01% | – |
DVOL | Exit | FIRST TR EXCHANGE-TRADED FDdorsy wr momnt | $0 | – | -1,544 | -100.0% | -0.01% | – |
ES | Exit | EVERSOURCE ENERGY | $0 | – | -430 | -100.0% | -0.01% | – |
ATO | Exit | ATMOS ENERGY CORP | $0 | – | -375 | -100.0% | -0.01% | – |
BLL | Exit | BALL CORP | $0 | – | -430 | -100.0% | -0.01% | – |
TSN | Exit | TYSON FOODS INCcl a | $0 | – | -513 | -100.0% | -0.01% | – |
TFC | Exit | TRUIST FINL CORP | $0 | – | -638 | -100.0% | -0.01% | – |
XEL | Exit | XCEL ENERGY INC | $0 | – | -548 | -100.0% | -0.01% | – |
VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -408 | -100.0% | -0.01% | – |
ORA | Exit | ORMAT TECHNOLOGIES INC | $0 | – | -459 | -100.0% | -0.01% | – |
ROL | Exit | ROLLINS INC | $0 | – | -1,039 | -100.0% | -0.01% | – |
CMS | Exit | CMS ENERGY CORP | $0 | – | -622 | -100.0% | -0.01% | – |
RHP | Exit | RYMAN HOSPITALITY PPTYS INC | $0 | – | -500 | -100.0% | -0.01% | – |
UTHR | Exit | UNITED THERAPEUTICS CORP DEL | $0 | – | -224 | -100.0% | -0.01% | – |
CHD | Exit | CHURCH & DWIGHT INC | $0 | – | -411 | -100.0% | -0.01% | – |
AEE | Exit | AMEREN CORP | $0 | – | -450 | -100.0% | -0.01% | – |
SPLG | Exit | SPDR SER TRportfolio s&p500 | $0 | – | -781 | -100.0% | -0.01% | – |
PIZ | Exit | INVESCO EXCH TRADED FD TR IIdwa dev mkts | $0 | – | -1,330 | -100.0% | -0.01% | – |
MO | Exit | ALTRIA GROUP INC | $0 | – | -836 | -100.0% | -0.01% | – |
PTON | Exit | PELOTON INTERACTIVE INC | $0 | – | -396 | -100.0% | -0.01% | – |
PSA | Exit | PUBLIC STORAGE | $0 | – | -183 | -100.0% | -0.01% | – |
PNW | Exit | PINNACLE WEST CAP CORP | $0 | – | -501 | -100.0% | -0.01% | – |
TMUS | Exit | T-MOBILE US INC | $0 | – | -341 | -100.0% | -0.01% | – |
FDX | Exit | FEDEX CORP | $0 | – | -148 | -100.0% | -0.01% | – |
TT | Exit | TRANE TECHNOLOGIES PLC | $0 | – | -272 | -100.0% | -0.01% | – |
KR | Exit | KROGER CO | $0 | – | -1,175 | -100.0% | -0.01% | – |
GIS | Exit | GENERAL MLS INC | $0 | – | -672 | -100.0% | -0.01% | – |
CHRW | Exit | C H ROBINSON WORLDWIDE INC | $0 | – | -434 | -100.0% | -0.01% | – |
MDT | Exit | MEDTRONIC PLC | $0 | – | -358 | -100.0% | -0.01% | – |
CPB | Exit | CAMPBELL SOUP CO | $0 | – | -847 | -100.0% | -0.01% | – |
SCHZ | Exit | SCHWAB STRATEGIC TRus aggregate b | $0 | – | -766 | -100.0% | -0.01% | – |
TTWO | Exit | TAKE-TWO INTERACTIVE SOFTWAR | $0 | – | -237 | -100.0% | -0.01% | – |
HSY | Exit | HERSHEY CO | $0 | – | -274 | -100.0% | -0.01% | – |
DHI | Exit | D R HORTON INC | $0 | – | -500 | -100.0% | -0.01% | – |
VBK | Exit | VANGUARD INDEX FDSsml cp grw etf | $0 | – | -148 | -100.0% | -0.01% | – |
F | Exit | FORD MTR CO DEL | $0 | – | -3,389 | -100.0% | -0.01% | – |
NFG | Exit | NATIONAL FUEL GAS CO | $0 | – | -1,008 | -100.0% | -0.01% | – |
UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -273 | -100.0% | -0.01% | – |
XLP | Exit | SELECT SECTOR SPDR TRsbi cons stpls | $0 | – | -667 | -100.0% | -0.01% | – |
QGEN | Exit | QIAGEN NV | $0 | – | -1,000 | -100.0% | -0.01% | – |
SCHG | Exit | SCHWAB STRATEGIC TRus lcap gr etf | $0 | – | -353 | -100.0% | -0.01% | – |
C | Exit | CITIGROUP INC | $0 | – | -662 | -100.0% | -0.01% | – |
LLY | Exit | LILLY ELI & CO | $0 | – | -267 | -100.0% | -0.01% | – |
EXC | Exit | EXELON CORP | $0 | – | -1,056 | -100.0% | -0.01% | – |
ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -173 | -100.0% | -0.01% | – |
ESGD | Exit | ISHARES TResg aw msci eafe | $0 | – | -662 | -100.0% | -0.01% | – |
MRVL | Exit | MARVELL TECHNOLOGY GROUP LTDord | $0 | – | -1,000 | -100.0% | -0.01% | – |
DAL | Exit | DELTA AIR LINES INC DEL | $0 | – | -1,000 | -100.0% | -0.01% | – |
CAT | Exit | CATERPILLAR INC | $0 | – | -200 | -100.0% | -0.01% | – |
KDP | Exit | KEURIG DR PEPPER INC | $0 | – | -1,468 | -100.0% | -0.01% | – |
CI | Exit | CIGNA CORP NEW | $0 | – | -197 | -100.0% | -0.01% | – |
NEOG | Exit | NEOGEN CORP | $0 | – | -524 | -100.0% | -0.01% | – |
GGG | Exit | GRACO INC | $0 | – | -723 | -100.0% | -0.01% | – |
VAC | Exit | MARRIOTT VACTINS WORLDWID CO | $0 | – | -302 | -100.0% | -0.01% | – |
XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -444 | -100.0% | -0.01% | – |
BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -600 | -100.0% | -0.01% | – |
ABC | Exit | AMERISOURCEBERGEN CORP | $0 | – | -451 | -100.0% | -0.01% | – |
PIE | Exit | INVESCO EXCH TRADED FD TR IIdwa emerg mkts | $0 | – | -2,137 | -100.0% | -0.01% | – |
EMR | Exit | EMERSON ELEC CO | $0 | – | -600 | -100.0% | -0.01% | – |
CINF | Exit | CINCINNATI FINL CORP | $0 | – | -547 | -100.0% | -0.01% | – |
DOL | Exit | WISDOMTREE TRintl lrgcap dv | $0 | – | -1,174 | -100.0% | -0.01% | – |
IJS | Exit | ISHARES TRsp smcp600vl etf | $0 | – | -556 | -100.0% | -0.01% | – |
RTX | Exit | RAYTHEON TECHNOLOGIES CORP | $0 | – | -720 | -100.0% | -0.01% | – |
DUK | Exit | DUKE ENERGY CORP NEW | $0 | – | -578 | -100.0% | -0.01% | – |
IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -425 | -100.0% | -0.01% | – |
CRBN | Exit | ISHARES TRmsci lw crb tg | $0 | – | -368 | -100.0% | -0.01% | – |
ITA | Exit | ISHARES TRus aer def etf | $0 | – | -544 | -100.0% | -0.01% | – |
XLI | Exit | SELECT SECTOR SPDR TRsbi int-inds | $0 | – | -576 | -100.0% | -0.01% | – |
CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -1,107 | -100.0% | -0.01% | – |
MKC | Exit | MCCORMICK & CO INC | $0 | – | -716 | -100.0% | -0.01% | – |
AGGY | Exit | WISDOMTREE TRyield enhancd us | $0 | – | -1,233 | -100.0% | -0.01% | – |
BAX | Exit | BAXTER INTL INC | $0 | – | -727 | -100.0% | -0.01% | – |
UI | Exit | UBIQUITI INC | $0 | – | -202 | -100.0% | -0.01% | – |
W | Exit | WAYFAIR INCcl a | $0 | – | -200 | -100.0% | -0.01% | – |
NEO | Exit | NEOGENOMICS INC | $0 | – | -1,350 | -100.0% | -0.01% | – |
CL | Exit | COLGATE PALMOLIVE CO | $0 | – | -837 | -100.0% | -0.01% | – |
FUN | Exit | CEDAR FAIR L Pdepositry unit | $0 | – | -1,375 | -100.0% | -0.01% | – |
PSK | Exit | SPDR SER TRwells fg pfd etf | $0 | – | -1,613 | -100.0% | -0.02% | – |
MDXG | Exit | MIMEDX GROUP INC | $0 | – | -6,900 | -100.0% | -0.02% | – |
REZ | Exit | ISHARES TRresidential mult | $0 | – | -994 | -100.0% | -0.02% | – |
NEAR | Exit | ISHARES U S ETF TRblackrock st mat | $0 | – | -1,395 | -100.0% | -0.02% | – |
DGRW | Exit | WISDOMTREE TRus qtly div grt | $0 | – | -1,220 | -100.0% | -0.02% | – |
RSG | Exit | REPUBLIC SVCS INC | $0 | – | -740 | -100.0% | -0.02% | – |
VGT | Exit | VANGUARD WORLD FDSinf tech etf | $0 | – | -207 | -100.0% | -0.02% | – |
PGR | Exit | PROGRESSIVE CORP | $0 | – | -764 | -100.0% | -0.02% | – |
VXUS | Exit | VANGUARD STAR FDSvg tl intl stk f | $0 | – | -1,236 | -100.0% | -0.02% | – |
KWEB | Exit | KRANESHARES TRcsi chi internet | $0 | – | -982 | -100.0% | -0.02% | – |
KMB | Exit | KIMBERLY-CLARK CORP | $0 | – | -570 | -100.0% | -0.02% | – |
NOW | Exit | SERVICENOW INC | $0 | – | -152 | -100.0% | -0.02% | – |
FIBR | Exit | ISHARES TRu.s. fixed incme | $0 | – | -765 | -100.0% | -0.02% | – |
DIA | Exit | SPDR DOW JONES INDL AVERAGEut ser 1 | $0 | – | -233 | -100.0% | -0.02% | – |
XHB | Exit | SPDR SER TRs&p homebuild | $0 | – | -1,066 | -100.0% | -0.02% | – |
WMT | Exit | WALMART INC | $0 | – | -555 | -100.0% | -0.02% | – |
SCZ | Exit | ISHARES TReafe sml cp etf | $0 | – | -1,091 | -100.0% | -0.02% | – |
TXN | Exit | TEXAS INSTRS INC | $0 | – | -422 | -100.0% | -0.02% | – |
ABBV | Exit | ABBVIE INC | $0 | – | -748 | -100.0% | -0.02% | – |
TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $0 | – | -700 | -100.0% | -0.02% | – |
MMM | Exit | 3M CO | $0 | – | -430 | -100.0% | -0.02% | – |
DTE | Exit | DTE ENERGY CO | $0 | – | -616 | -100.0% | -0.02% | – |
USB | Exit | US BANCORP DEL | $0 | – | -1,486 | -100.0% | -0.02% | – |
ARKW | Exit | ARK ETF TRnext gnrtn inter | $0 | – | -544 | -100.0% | -0.02% | – |
SHYG | Exit | ISHARES TR0-5yr hi yl cp | $0 | – | -1,855 | -100.0% | -0.02% | – |
DGX | Exit | QUEST DIAGNOSTICS INC | $0 | – | -681 | -100.0% | -0.02% | – |
VDE | Exit | VANGUARD WORLD FDSenergy etf | $0 | – | -1,317 | -100.0% | -0.02% | – |
NCBS | Exit | NICOLET BANKSHARES INC | $0 | – | -1,072 | -100.0% | -0.02% | – |
AVGO | Exit | BROADCOM INC | $0 | – | -201 | -100.0% | -0.02% | – |
PSX | Exit | PHILLIPS 66 | $0 | – | -1,130 | -100.0% | -0.02% | – |
BAC | Exit | BK OF AMERICA CORP | $0 | – | -2,378 | -100.0% | -0.02% | – |
IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -1,582 | -100.0% | -0.02% | – |
TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -235 | -100.0% | -0.02% | – |
FCVT | Exit | FIRST TR EXCHANGE-TRADED FDssi strg etf | $0 | – | -2,212 | -100.0% | -0.02% | – |
XLB | Exit | SELECT SECTOR SPDR TRsbi materials | $0 | – | -1,370 | -100.0% | -0.02% | – |
IGLB | Exit | ISHARES TR10+ yr invst grd | $0 | – | -1,749 | -100.0% | -0.02% | – |
CRM | Exit | SALESFORCE COM INC | $0 | – | -537 | -100.0% | -0.02% | – |
FTSM | Exit | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $0 | – | -1,880 | -100.0% | -0.02% | – |
CLX | Exit | CLOROX CO DEL | $0 | – | -628 | -100.0% | -0.02% | – |
XLC | Exit | SELECT SECTOR SPDR TR | $0 | – | -1,613 | -100.0% | -0.02% | – |
IAU | Exit | ISHARES GOLD TRishares | $0 | – | -8,264 | -100.0% | -0.03% | – |
TDIV | Exit | FIRST TR EXCHANGE-TRADED FDnasd tech div | $0 | – | -2,493 | -100.0% | -0.03% | – |
GSY | Exit | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $0 | – | -2,779 | -100.0% | -0.03% | – |
AEP | Exit | AMERICAN ELEC PWR CO INC | $0 | – | -1,669 | -100.0% | -0.03% | – |
SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -350 | -100.0% | -0.03% | – |
XSW | Exit | SPDR SER TR | $0 | – | -873 | -100.0% | -0.03% | – |
HUBS | Exit | HUBSPOT INC | $0 | – | -316 | -100.0% | -0.03% | – |
AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -1,850 | -100.0% | -0.03% | – |
BNDX | Exit | VANGUARD CHARLOTTE FDSintl bd idx etf | $0 | – | -2,572 | -100.0% | -0.03% | – |
CSCO | Exit | CISCO SYS INC | $0 | – | -2,874 | -100.0% | -0.03% | – |
IPAY | Exit | ETF MANAGERS TRprime mobile pay | $0 | – | -2,292 | -100.0% | -0.03% | – |
ABT | Exit | ABBOTT LABS | $0 | – | -1,265 | -100.0% | -0.03% | – |
LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -416 | -100.0% | -0.03% | – |
DVY | Exit | ISHARES TRselect divid etf | $0 | – | -1,396 | -100.0% | -0.03% | – |
SPEM | Exit | SPDR INDEX SHS FDSportfolio emg mk | $0 | – | -3,639 | -100.0% | -0.03% | – |
BA | Exit | BOEING CO | $0 | – | -627 | -100.0% | -0.03% | – |
SPDW | Exit | SPDR INDEX SHS FDSportfolio devlpd | $0 | – | -4,465 | -100.0% | -0.03% | – |
DG | Exit | DOLLAR GEN CORP NEW | $0 | – | -783 | -100.0% | -0.03% | – |
QCLN | Exit | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $0 | – | -2,363 | -100.0% | -0.03% | – |
T | Exit | AT&T INC | $0 | – | -5,462 | -100.0% | -0.03% | – |
VCR | Exit | VANGUARD WORLD FDSconsum dis etf | $0 | – | -547 | -100.0% | -0.03% | – |
XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -1,000 | -100.0% | -0.04% | – |
FDLO | Exit | FIDELITY COVINGTON TRUSTlow volity etf | $0 | – | -3,774 | -100.0% | -0.04% | – |
EFG | Exit | ISHARES TReafe grwth etf | $0 | – | -1,734 | -100.0% | -0.04% | – |
ETV | Exit | EATON VANCE TAX-MANAGED BUY- | $0 | – | -11,528 | -100.0% | -0.04% | – |
TSLA | Exit | TESLA INC | $0 | – | -263 | -100.0% | -0.04% | – |
IHI | Exit | ISHARES TRu.s. med dvc etf | $0 | – | -571 | -100.0% | -0.04% | – |
SBCF | Exit | SEACOAST BKG CORP FLA | $0 | – | -5,204 | -100.0% | -0.04% | – |
TIP | Exit | ISHARES TRtips bd etf | $0 | – | -3,765 | -100.0% | -0.10% | – |
ATVI | Exit | ACTIVISION BLIZZARD INC | $0 | – | -20,213 | -100.0% | -0.39% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-27
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR SER TR | 12 | Q3 2023 | 4.0% |
AMAZON COM INC | 12 | Q3 2023 | 3.6% |
VANGUARD WHITEHALL FDS | 12 | Q3 2023 | 3.5% |
APPLE INC | 12 | Q3 2023 | 2.8% |
VANGUARD SPECIALIZED FUNDS | 12 | Q3 2023 | 2.0% |
VANGUARD TAX-MANAGED INTL FD | 12 | Q3 2023 | 2.8% |
SPDR SER TR | 12 | Q3 2023 | 1.9% |
SPDR SER TR | 12 | Q3 2023 | 3.2% |
BERKSHIRE HATHAWAY INC DEL | 12 | Q3 2023 | 1.6% |
FIRST TR EXCHANGE TRADED FD | 12 | Q3 2023 | 1.6% |
View Destiny Wealth Partners, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-09 |
13F-HR | 2024-01-19 |
13F-HR | 2023-10-10 |
13F-HR | 2023-07-26 |
13F-HR | 2023-04-26 |
13F-HR | 2023-01-27 |
13F-HR | 2022-10-25 |
13F-HR | 2022-07-15 |
13F-HR | 2022-04-21 |
13F-HR | 2022-01-20 |
View Destiny Wealth Partners, 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.