$514 Million is the total value of Destiny Wealth Partners, LLC's 539 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 28.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CMDY | Buy | ISHARES U S ETF TRbloomberg roll | $22,713,000 | +237.2% | 370,226 | +171.9% | 4.42% | +240.5% |
| SLQD | Buy | ISHARES TR0-5yr invt gr cp | $22,538,000 | +10.2% | 456,601 | +14.0% | 4.39% | +11.3% |
| STIP | Buy | ISHARES TR0-5 yr tips etf | $19,393,000 | +6.7% | 184,799 | +7.6% | 3.77% | +7.7% |
| AMZN | Buy | AMAZON COM INC | $16,515,000 | +7.0% | 5,066 | +9.4% | 3.21% | +8.0% |
| SPSB | Buy | SPDR SER TRportfolio short | $15,513,000 | +6.6% | 514,885 | +9.6% | 3.02% | +7.7% |
| SRLN | New | SSGA ACTIVE ETF TRblackstone senr | $14,806,000 | – | 329,307 | +100.0% | 2.88% | – |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $13,659,000 | +12.4% | 284,378 | +19.5% | 2.66% | +13.5% |
| SPIP | Sell | SPDR SER TRportfli tips etf | $13,187,000 | -20.1% | 435,789 | -16.8% | 2.57% | -19.3% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $12,630,000 | +4612.7% | 165,224 | +3320.8% | 2.46% | +4626.9% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $11,512,000 | +7.7% | 150,721 | +18.0% | 2.24% | +8.8% |
| MGV | Buy | VANGUARD WORLD FDmega cap val etf | $10,884,000 | +16.7% | 101,417 | +16.1% | 2.12% | +17.9% |
| RTM | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql mat | $10,832,000 | – | 58,658 | +100.0% | 2.11% | – |
| FNCL | Buy | FIDELITY COVINGTON TRUSTmsci finls idx | $10,653,000 | +60.1% | 196,740 | +65.3% | 2.07% | +61.7% |
| HTRB | Buy | HARTFORD FDS EXCHANGE TRADEDtotal rtrn etf | $10,106,000 | -7.3% | 274,458 | +0.1% | 1.97% | -6.3% |
| USMV | Buy | ISHARES TRmsci usa min vol | $9,866,000 | +9.8% | 127,184 | +14.6% | 1.92% | +10.9% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $9,730,000 | -6.5% | 59,999 | -1.0% | 1.89% | -5.6% |
| AAPL | Buy | APPLE INC | $9,708,000 | +2.4% | 55,598 | +4.1% | 1.89% | +3.3% |
| SDY | Sell | SPDR SER TRs&p divid etf | $9,158,000 | -1.3% | 71,486 | -0.5% | 1.78% | -0.4% |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $8,783,000 | +10878.8% | 199,790 | +11264.6% | 1.71% | +11293.3% |
| BNDW | Buy | VANGUARD SCOTTSDALE FDStotal wld bd etf | $8,549,000 | -3.7% | 115,330 | +1.9% | 1.66% | -2.8% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $8,463,000 | +17.4% | 16 | 0.0% | 1.65% | +18.5% | |
| JAAA | Buy | JANUS DETROIT STR TRhendrson aaa cl | $8,246,000 | +60.0% | 164,242 | +60.6% | 1.60% | +61.6% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $8,042,000 | -2.7% | 103,235 | +1.0% | 1.56% | -1.8% |
| HYLB | Sell | DBX ETF TRxtrack usd high | $7,627,000 | -47.6% | 202,205 | -44.6% | 1.48% | -47.1% |
| IBB | Buy | ISHARES TRishares biotech | $7,552,000 | +193.3% | 57,959 | +243.5% | 1.47% | +196.4% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $6,509,000 | +15.2% | 18,443 | -2.4% | 1.27% | +16.3% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $6,464,000 | +0.2% | 57,582 | +0.1% | 1.26% | +1.2% |
| CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $6,387,000 | +1.4% | 120,264 | +0.8% | 1.24% | +2.4% |
| WBND | Buy | LEGG MASON ETF INVT TRwestn aset ttl | $5,895,000 | -1.9% | 256,865 | +12.1% | 1.15% | -0.9% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $5,543,000 | -4.7% | 1,993 | -0.7% | 1.08% | -3.7% |
| GEM | Buy | GOLDMAN SACHS ETF TRactivebeta eme | $5,480,000 | +13.8% | 161,754 | +24.3% | 1.07% | +14.9% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $5,291,000 | -9.2% | 14,593 | -0.4% | 1.03% | -8.4% |
| SMMD | Buy | ISHARES TRrusel 2500 etf | $5,236,000 | +12.9% | 83,938 | +20.2% | 1.02% | +14.1% |
| MSFT | Sell | MICROSOFT CORP | $5,085,000 | -10.0% | 16,493 | -1.8% | 0.99% | -9.0% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $4,988,000 | +215.9% | 20,971 | +238.4% | 0.97% | +219.4% |
| New | BLACKSTONE SECD LENDING FD | $4,929,000 | – | 176,788 | +100.0% | 0.96% | – | |
| EBND | Buy | SPDR SER TRbloomberg emergi | $4,887,000 | +16.1% | 215,004 | +24.8% | 0.95% | +17.1% |
| JEPI | New | J P MORGAN EXCHANGE-TRADED Fequity premium | $4,809,000 | – | 78,316 | +100.0% | 0.94% | – |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $4,755,000 | -7.1% | 46,949 | -1.5% | 0.92% | -6.3% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $4,750,000 | -4.8% | 10,469 | +0.0% | 0.92% | -4.0% |
| REET | Buy | ISHARES TRglobal reit etf | $4,376,000 | +9.3% | 149,813 | +14.5% | 0.85% | +10.4% |
| XT | Buy | ISHARES TRexponential tech | $4,155,000 | -10.3% | 70,384 | +0.4% | 0.81% | -9.4% |
| LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $3,935,000 | -3.1% | 80,390 | -1.0% | 0.77% | -2.0% |
| PEJ | Buy | INVESCO EXCHANGE TRADED FD Tdynmc leisure | $3,738,000 | +19573.7% | 76,651 | +19757.8% | 0.73% | +18075.0% |
| JETS | Buy | ETF SER SOLUTIONSus glb jets | $3,731,000 | +48.9% | 171,460 | +44.3% | 0.73% | +50.3% |
| SEIX | Sell | VIRTUS ETF TR IIseix sr ln etf | $3,696,000 | -55.5% | 149,801 | -54.8% | 0.72% | -55.0% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $3,664,000 | +2594.1% | 30,624 | +2661.4% | 0.71% | +2642.3% |
| RWJ | New | INVESCO EXCH TRADED FD TR IIs&p smallcap 600 | $3,583,000 | – | 29,866 | +100.0% | 0.70% | – |
| FLOT | New | ISHARES TRfltg rate nt etf | $3,257,000 | – | 64,472 | +100.0% | 0.63% | – |
| NFRA | Buy | FLEXSHARES TRstoxx globr inf | $2,683,000 | +24.7% | 46,734 | +24.6% | 0.52% | +25.8% |
| FNDC | Buy | SCHWAB STRATEGIC TRschwb fdt int sc | $2,669,000 | +19.4% | 75,447 | +26.2% | 0.52% | +20.4% |
| LIT | Buy | GLOBAL X FDSlithium btry etf | $2,663,000 | -7.4% | 34,591 | +1.6% | 0.52% | -6.5% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $2,612,000 | -74.8% | 16,435 | -72.5% | 0.51% | -74.6% |
| SPGM | Buy | SPDR INDEX SHS FDSportfli msci gbl | $2,305,000 | +10.8% | 42,068 | +17.0% | 0.45% | +12.0% |
| BLOK | Buy | AMPLIFY ETF TRblockchain ldr | $2,286,000 | +1.1% | 66,875 | +18.7% | 0.44% | +2.1% |
| NFLX | Buy | NETFLIX INC | $2,124,000 | +946.3% | 5,669 | +1582.2% | 0.41% | +959.0% |
| WCLD | Buy | WISDOMTREE TR | $2,107,000 | -12.3% | 51,536 | +11.2% | 0.41% | -11.4% |
| RTH | Buy | VANECK ETF TRUSTretail etf | $1,960,000 | +25.7% | 10,847 | +35.5% | 0.38% | +27.0% |
| VB | VANGUARD INDEX FDSsmall cp etf | $1,941,000 | -6.0% | 9,132 | 0.0% | 0.38% | -5.0% | |
| SHOP | New | SHOPIFY INCcl a | $1,906,000 | – | 2,819 | +100.0% | 0.37% | – |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $1,659,000 | +8.9% | 30,809 | +130.2% | 0.32% | +9.9% |
| ITOT | ISHARES TRcore s&p ttl stk | $1,652,000 | -5.7% | 16,371 | 0.0% | 0.32% | -4.7% | |
| BIL | SPDR SER TRbloomberg 1-3 mo | $1,485,000 | 0.0% | 16,239 | 0.0% | 0.29% | +1.0% | |
| PKW | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $1,397,000 | -6.2% | 15,438 | 0.0% | 0.27% | -5.2% | |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $1,304,000 | +132.4% | 18,261 | +138.4% | 0.25% | +135.2% |
| BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $1,279,000 | -15.9% | 44,104 | +4.3% | 0.25% | -15.0% |
| ONEQ | Sell | FIDELITY COMWLTH TR | $1,270,000 | -20.4% | 22,850 | -12.8% | 0.25% | -19.5% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $1,198,000 | -11.5% | 429 | -8.3% | 0.23% | -10.7% |
| VXF | VANGUARD INDEX FDSextend mkt etf | $1,182,000 | -9.4% | 7,138 | 0.0% | 0.23% | -8.4% | |
| EFA | ISHARES TRmsci eafe etf | $1,050,000 | -6.5% | 14,268 | 0.0% | 0.20% | -5.6% | |
| IWB | Sell | ISHARES TRrus 1000 etf | $970,000 | -6.5% | 3,880 | -1.0% | 0.19% | -5.5% |
| VV | VANGUARD INDEX FDSlarge cap etf | $973,000 | -5.6% | 4,666 | 0.0% | 0.19% | -5.0% | |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $957,000 | -12.8% | 7,111 | -5.6% | 0.19% | -11.8% |
| FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $937,000 | -25.2% | 4,986 | -10.0% | 0.18% | -24.5% |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $906,000 | -6.0% | 15,735 | 0.0% | 0.18% | -5.4% | |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $901,000 | -17.3% | 32,453 | -11.8% | 0.18% | -16.7% |
| IWM | ISHARES TRrussell 2000 etf | $863,000 | -7.7% | 4,205 | 0.0% | 0.17% | -6.7% | |
| INDS | Buy | PACER FDS TRbnchmrk indstr | $861,000 | +14.6% | 16,955 | +26.5% | 0.17% | +15.9% |
| ESGU | Sell | ISHARES TResg awr msci usa | $850,000 | -8.0% | 8,382 | -2.1% | 0.16% | -7.3% |
| VUG | VANGUARD INDEX FDSgrowth etf | $815,000 | -10.3% | 2,834 | 0.0% | 0.16% | -9.1% | |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $809,000 | +7.0% | 13,644 | +9.8% | 0.16% | +7.5% |
| GLD | SPDR GOLD TR | $785,000 | +5.8% | 4,343 | 0.0% | 0.15% | +7.0% | |
| NEE | Buy | NEXTERA ENERGY INC | $778,000 | -9.0% | 9,181 | +0.3% | 0.15% | -8.5% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $736,000 | +0.4% | 20,033 | +6.2% | 0.14% | +1.4% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $716,000 | -8.3% | 4,435 | -5.7% | 0.14% | -7.9% |
| MCD | Buy | MCDONALDS CORP | $704,000 | -3.3% | 2,845 | +4.8% | 0.14% | -2.1% |
| XOM | Sell | EXXON MOBIL CORP | $680,000 | -7.7% | 8,238 | -31.6% | 0.13% | -7.0% |
| VTI | VANGUARD INDEX FDStotal stk mkt | $666,000 | -5.7% | 2,925 | 0.0% | 0.13% | -4.4% | |
| IWR | Sell | ISHARES TRrus mid cap etf | $621,000 | -6.6% | 7,953 | -0.7% | 0.12% | -5.5% |
| SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $617,000 | -6.1% | 10,171 | -2.7% | 0.12% | -5.5% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $617,000 | -2.8% | 13,385 | +4.2% | 0.12% | -1.6% |
| DBEF | DBX ETF TRxtrack msci eafe | $613,000 | -4.1% | 16,260 | 0.0% | 0.12% | -3.3% | |
| DTN | WISDOMTREE TRus ai enhanced | $606,000 | -2.1% | 6,120 | 0.0% | 0.12% | -0.8% | |
| IGSB | Sell | ISHARES TR | $575,000 | -13.3% | 11,113 | -9.6% | 0.11% | -12.5% |
| JPM | Buy | JPMORGAN CHASE & CO | $556,000 | -12.9% | 4,077 | +1.1% | 0.11% | -12.2% |
| IGEB | Sell | ISHARES TRinvestment grade | $493,000 | -18.4% | 10,168 | -11.3% | 0.10% | -17.2% |
| USIG | Sell | ISHARES TRusd inv grde etf | $490,000 | -9.3% | 8,898 | -1.5% | 0.10% | -8.7% |
| SPTM | SPDR SER TRportfoli s&p1500 | $471,000 | -4.8% | 8,474 | 0.0% | 0.09% | -3.2% | |
| NVDA | Buy | NVIDIA CORPORATION | $472,000 | +0.2% | 1,731 | +8.2% | 0.09% | +1.1% |
| EMLP | FIRST TR EXCHANGE-TRADED FDno amer energy | $462,000 | +11.1% | 16,669 | 0.0% | 0.09% | +12.5% | |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $455,000 | -5.2% | 9,605 | +105.0% | 0.09% | -4.3% |
| SMLF | ISHARES TRmsci usa sml cp | $441,000 | -4.8% | 8,088 | 0.0% | 0.09% | -3.4% | |
| XBI | Sell | SPDR SER TRs&p biotech | $431,000 | -92.6% | 4,796 | -90.8% | 0.08% | -92.6% |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $423,000 | -27.1% | 2,515 | -21.2% | 0.08% | -26.8% |
| EMGF | Sell | ISHARES INCmsci emerg mkt | $408,000 | -7.9% | 8,422 | -2.7% | 0.08% | -7.1% |
| MA | MASTERCARD INCORPORATEDcl a | $408,000 | -0.5% | 1,141 | 0.0% | 0.08% | 0.0% | |
| CVX | Buy | CHEVRON CORP NEW | $400,000 | +40.8% | 2,459 | +1.7% | 0.08% | +41.8% |
| XLF | SELECT SECTOR SPDR TRfinancial | $391,000 | -1.8% | 10,195 | 0.0% | 0.08% | -1.3% | |
| INTF | ISHARES TRmsci intl multft | $381,000 | -4.0% | 13,763 | 0.0% | 0.07% | -3.9% | |
| FGD | FIRST TR EXCHANGE TRADED FDdj glbl divid | $368,000 | +0.8% | 14,530 | 0.0% | 0.07% | +2.9% | |
| DFAC | DIMENSIONAL ETF TRUSTus core equity 2 | $368,000 | -4.7% | 13,326 | 0.0% | 0.07% | -2.7% | |
| SRVR | Sell | PACER FDS TRbnchmrk infra | $368,000 | -35.4% | 9,434 | -28.3% | 0.07% | -34.5% |
| V | Buy | VISA INC | $372,000 | +16.2% | 1,677 | +13.6% | 0.07% | +16.1% |
| VFQY | VANGUARD WELLINGTON FDus quality | $364,000 | -7.8% | 3,129 | 0.0% | 0.07% | -6.6% | |
| JNJ | Sell | JOHNSON & JOHNSON | $349,000 | +2.6% | 1,970 | -0.8% | 0.07% | +3.0% |
| FB | Sell | META PLATFORMS INCcl a | $349,000 | -41.4% | 1,568 | -11.5% | 0.07% | -40.9% |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $337,000 | -34.8% | 1,915 | -38.8% | 0.07% | -34.0% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $339,000 | -9.8% | 1,492 | -2.2% | 0.07% | -8.3% |
| SO | Buy | SOUTHERN CO | $326,000 | +17.7% | 4,501 | +11.4% | 0.06% | +18.9% |
| HD | Buy | HOME DEPOT INC | $326,000 | -24.2% | 1,089 | +5.2% | 0.06% | -24.1% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $323,000 | +18.8% | 6,268 | +26.3% | 0.06% | +21.2% |
| TSLA | TESLA INC | $322,000 | +1.9% | 299 | 0.0% | 0.06% | +3.3% | |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $320,000 | -0.6% | 2,139 | 0.0% | 0.06% | 0.0% | |
| GOVT | Sell | ISHARES TRus treas bd etf | $321,000 | -9.3% | 12,895 | -2.8% | 0.06% | -8.8% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $319,000 | -11.4% | 1,730 | +0.5% | 0.06% | -10.1% |
| PEP | Sell | PEPSICO INC | $313,000 | -20.6% | 1,872 | -17.5% | 0.06% | -19.7% |
| INTC | Buy | INTEL CORP | $311,000 | -2.8% | 6,283 | +1.0% | 0.06% | -1.6% |
| MRK | Buy | MERCK & CO INC | $316,000 | +9.0% | 3,848 | +1.9% | 0.06% | +8.9% |
| GSIE | GOLDMAN SACHS ETF TRactivebeta int | $311,000 | -7.2% | 9,507 | 0.0% | 0.06% | -6.2% | |
| VLUE | ISHARES TRmsci usa value | $307,000 | -4.7% | 2,938 | 0.0% | 0.06% | -3.2% | |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $307,000 | +46.9% | 1,746 | +49.5% | 0.06% | +50.0% |
| PG | Buy | PROCTER AND GAMBLE CO | $301,000 | +6.4% | 1,968 | +13.8% | 0.06% | +7.3% |
| SAIC | SCIENCE APPLICATIONS INTL CO | $305,000 | +10.1% | 3,313 | 0.0% | 0.06% | +11.3% | |
| PTH | INVESCO EXCHANGE TRADED FD Tdwa healthcare | $296,000 | -13.2% | 2,198 | 0.0% | 0.06% | -12.1% | |
| UNH | UNITEDHEALTH GROUP INC | $300,000 | +1.4% | 589 | 0.0% | 0.06% | +1.8% | |
| VPL | Sell | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $286,000 | -96.1% | 3,856 | -95.9% | 0.06% | -96.0% |
| FBT | Sell | FIRST TR EXCHANGE-TRADED FDny arca biotech | $289,000 | -24.3% | 1,938 | -17.8% | 0.06% | -24.3% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $283,000 | -18.2% | 1,021 | -9.7% | 0.06% | -17.9% |
| IEFA | Sell | ISHARES TRcore msci eafe | $275,000 | -15.6% | 3,958 | -9.5% | 0.05% | -14.3% |
| IYW | ISHARES TRu.s. tech etf | $271,000 | -10.3% | 2,632 | 0.0% | 0.05% | -8.6% | |
| TGT | Buy | TARGET CORP | $265,000 | -7.0% | 1,248 | +1.4% | 0.05% | -5.5% |
| NKE | Buy | NIKE INCcl b | $263,000 | -18.6% | 1,956 | +0.8% | 0.05% | -17.7% |
| QTEC | Sell | FIRST TR NASDAQ 100 TECH IND | $262,000 | -39.5% | 1,719 | -30.5% | 0.05% | -38.6% |
| FXL | Sell | FIRST TR EXCHANGE TRADED FDtech alphadex | $255,000 | -39.3% | 2,196 | -31.0% | 0.05% | -38.3% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $250,000 | +4.6% | 3,299 | +11.2% | 0.05% | +6.5% |
| YYY | Sell | AMPLIFY ETF TR | $244,000 | -30.3% | 16,294 | -22.6% | 0.05% | -29.9% |
| IVLU | New | ISHARES TRmsci intl vlu ft | $230,000 | – | 9,024 | +100.0% | 0.04% | – |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $230,000 | +34.5% | 2,302 | +19.5% | 0.04% | +36.4% |
| DIS | Buy | DISNEY WALT CO | $226,000 | +14.1% | 1,650 | +29.1% | 0.04% | +15.8% |
| ACWX | ISHARES TRmsci acwi ex us | $227,000 | -5.8% | 4,336 | 0.0% | 0.04% | -4.3% | |
| VSS | Sell | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $223,000 | -8.6% | 1,801 | -1.2% | 0.04% | -8.5% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $218,000 | +14.7% | 4,271 | +16.8% | 0.04% | +13.5% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $214,000 | -1.8% | 2,090 | +0.0% | 0.04% | 0.0% |
| NUEM | Sell | NUSHARES ETF TRnuveen esg emrgn | $210,000 | -30.5% | 6,890 | -26.3% | 0.04% | -29.3% |
| DRI | Buy | DARDEN RESTAURANTS INC | $203,000 | +1461.5% | 1,527 | +1675.6% | 0.04% | +1233.3% |
| ESGE | Sell | ISHARES INCesg awr msci em | $200,000 | -14.2% | 5,455 | -7.1% | 0.04% | -13.3% |
| ANGL | Sell | VANECK ETF TRUSTfallen angel hg | $194,000 | -98.3% | 6,368 | -98.1% | 0.04% | -98.2% |
| IXC | Sell | ISHARES TRglobal energ etf | $196,000 | +13.3% | 5,411 | -14.1% | 0.04% | +15.2% |
| FIS | FIDELITY NATL INFORMATION SV | $193,000 | -7.7% | 1,918 | 0.0% | 0.04% | -5.0% | |
| KO | Sell | COCA COLA CO | $195,000 | +3.2% | 3,153 | -1.1% | 0.04% | +5.6% |
| UNP | Buy | UNION PAC CORP | $196,000 | +11.4% | 717 | +2.7% | 0.04% | +11.8% |
| AOR | Buy | ISHARES TRgrwt allocat etf | $183,000 | +34.6% | 3,384 | +41.9% | 0.04% | +38.5% |
| LMT | Sell | LOCKHEED MARTIN CORP | $185,000 | +22.5% | 419 | -1.4% | 0.04% | +24.1% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $185,000 | -27.7% | 1,000 | -20.2% | 0.04% | -26.5% |
| HON | Sell | HONEYWELL INTL INC | $182,000 | -25.1% | 938 | -19.7% | 0.04% | -25.5% |
| DVY | Buy | ISHARES TRselect divid etf | $179,000 | +4.7% | 1,399 | +0.2% | 0.04% | +6.1% |
| SVAL | New | ISHARES TRus sml cp value | $179,000 | – | 5,840 | +100.0% | 0.04% | – |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $182,000 | -31.6% | 1,665 | -10.0% | 0.04% | -31.4% |
| SBCF | SEACOAST BKG CORP FLA | $182,000 | -1.1% | 5,204 | 0.0% | 0.04% | 0.0% | |
| IXN | Sell | ISHARES TRglobal tech etf | $175,000 | -20.1% | 3,012 | -11.5% | 0.03% | -19.0% |
| EEM | ISHARES TRmsci emg mkt etf | $171,000 | -7.6% | 3,792 | 0.0% | 0.03% | -8.3% | |
| FXO | FIRST TR EXCHANGE TRADED FDfinls alphadex | $169,000 | -0.6% | 3,672 | 0.0% | 0.03% | 0.0% | |
| WFHY | WISDOMTREE TRus hgh yld corp | $163,000 | -6.3% | 3,307 | 0.0% | 0.03% | -5.9% | |
| VCR | VANGUARD WORLD FDSconsum dis etf | $167,000 | -10.2% | 547 | 0.0% | 0.03% | -11.1% | |
| FDLO | Sell | FIDELITY COVINGTON TRUSTlow volity etf | $163,000 | -17.3% | 3,265 | -13.5% | 0.03% | -15.8% |
| PAVE | Sell | GLOBAL X FDSus infr dev etf | $164,000 | -97.8% | 5,802 | -97.8% | 0.03% | -97.8% |
| CSCO | Buy | CISCO SYS INC | $165,000 | -9.3% | 2,963 | +3.1% | 0.03% | -8.6% |
| SPY | SPDR S&P 500 ETF TRtr unit | $167,000 | -5.1% | 370 | 0.0% | 0.03% | -5.9% | |
| DG | Sell | DOLLAR GEN CORP NEW | $149,000 | -31.3% | 671 | -27.1% | 0.03% | -31.0% |
| TDIV | FIRST TR EXCHANGE-TRADED FDnasd tech div | $147,000 | -6.4% | 2,493 | 0.0% | 0.03% | -3.3% | |
| XYLD | Buy | GLOBAL X FDSs&p 500 covered | $150,000 | +32.7% | 3,031 | +35.9% | 0.03% | +31.8% |
| PFE | Buy | PFIZER INC | $148,000 | -11.4% | 2,858 | +1.1% | 0.03% | -9.4% |
| EXC | Buy | EXELON CORP | $151,000 | +13.5% | 3,171 | +37.5% | 0.03% | +11.5% |
| HUBS | HUBSPOT INC | $150,000 | -27.9% | 316 | 0.0% | 0.03% | -27.5% | |
| IHI | ISHARES TRu.s. med dvc etf | $150,000 | -7.4% | 2,454 | 0.0% | 0.03% | -6.5% | |
| SPAB | Sell | SPDR SER TRportfolio agrgte | $150,000 | -25.7% | 5,401 | -20.9% | 0.03% | -25.6% |
| ABT | Buy | ABBOTT LABS | $146,000 | -15.6% | 1,230 | +0.2% | 0.03% | -15.2% |
| New | PHILLIPS EDISON & CO INC | $138,000 | – | 4,006 | +100.0% | 0.03% | – | |
| SPEM | SPDR INDEX SHS FDSportfolio emg mk | $137,000 | -6.8% | 3,546 | 0.0% | 0.03% | -3.6% | |
| VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $137,000 | -98.2% | 2,199 | -98.1% | 0.03% | -98.2% |
| IAU | ISHARES GOLD TRishares new | $137,000 | +6.2% | 3,711 | 0.0% | 0.03% | +8.0% | |
| AMGN | Buy | AMGEN INC | $136,000 | +1600.0% | 561 | +1550.0% | 0.03% | +1200.0% |
| WMT | Buy | WALMART INC | $136,000 | +46.2% | 914 | +42.6% | 0.03% | +44.4% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $135,000 | -28.6% | 296 | -11.1% | 0.03% | -27.8% |
| AVGO | BROADCOM INC | $127,000 | -5.2% | 201 | 0.0% | 0.02% | -3.8% | |
| VDE | VANGUARD WORLD FDSenergy etf | $126,000 | +38.5% | 1,173 | 0.0% | 0.02% | +38.9% | |
| ELD | Sell | WISDOMTREE TRem lcl debt fd | $131,000 | -31.4% | 4,699 | -26.1% | 0.02% | -32.4% |
| IUSV | Buy | ISHARES TRcore s&p us vlu | $130,000 | +766.7% | 1,713 | +801.6% | 0.02% | +733.3% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $126,000 | -44.7% | 1,258 | -36.6% | 0.02% | -43.2% |
| XSW | SPDR SER TR | $129,000 | -10.4% | 873 | 0.0% | 0.02% | -10.7% | |
| WEC | Buy | WEC ENERGY GROUP INC | $126,000 | +44.8% | 1,262 | +41.0% | 0.02% | +47.1% |
| GOF | New | GUGGENHEIM STRATEGIC OPPORTU | $124,000 | – | 6,500 | +100.0% | 0.02% | – |
| FIXD | Sell | FIRST TR EXCHNG TRADED FD VItcw opportunis | $124,000 | -50.4% | 2,503 | -46.8% | 0.02% | -50.0% |
| TMO | THERMO FISHER SCIENTIFIC INC | $121,000 | -11.7% | 205 | 0.0% | 0.02% | -7.7% | |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $125,000 | -8.1% | 3,657 | -2.0% | 0.02% | -7.7% |
| XLB | SELECT SECTOR SPDR TRsbi materials | $121,000 | -2.4% | 1,370 | 0.0% | 0.02% | 0.0% | |
| CL | Buy | COLGATE PALMOLIVE CO | $118,000 | +22.9% | 1,557 | +37.8% | 0.02% | +21.1% |
| CINF | Buy | CINCINNATI FINL CORP | $116,000 | +510.5% | 854 | +399.4% | 0.02% | +475.0% |
| EFG | Sell | ISHARES TReafe grwth etf | $120,000 | -18.9% | 1,246 | -7.2% | 0.02% | -20.7% |
| OGS | Buy | ONE GAS INC | $116,000 | +1060.0% | 1,315 | +952.0% | 0.02% | +1050.0% |
| IPAY | ETF MANAGERS TRprime mobile pay | $119,000 | -10.5% | 2,292 | 0.0% | 0.02% | -11.5% | |
| PSA | Buy | PUBLIC STORAGE | $117,000 | +23.2% | 299 | +18.2% | 0.02% | +27.8% |
| HRL | Buy | HORMEL FOODS CORP | $117,000 | +680.0% | 2,278 | +642.0% | 0.02% | +666.7% |
| PGR | Buy | PROGRESSIVE CORP | $116,000 | +625.0% | 1,014 | +533.8% | 0.02% | +666.7% |
| ABC | Buy | AMERISOURCEBERGEN CORP | $114,000 | +29.5% | 736 | +11.0% | 0.02% | +29.4% |
| XLC | SELECT SECTOR SPDR TR | $111,000 | -11.2% | 1,613 | 0.0% | 0.02% | -8.3% | |
| BA | Sell | BOEING CO | $113,000 | -10.3% | 589 | -6.1% | 0.02% | -8.3% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $114,000 | +1800.0% | 436 | +1403.4% | 0.02% | +2100.0% |
| VPC | ETFIS SER TR Ivirtus pvt cr | $108,000 | -0.9% | 4,293 | 0.0% | 0.02% | 0.0% | |
| ABBV | Sell | ABBVIE INC | $110,000 | +14.6% | 678 | -4.6% | 0.02% | +10.5% |
| NJR | New | NEW JERSEY RES CORP | $110,000 | – | 2,392 | +100.0% | 0.02% | – |
| ATO | Buy | ATMOS ENERGY CORP | $109,000 | +67.7% | 911 | +46.7% | 0.02% | +61.5% |
| NEM | New | NEWMONT CORP | $107,000 | – | 1,348 | +100.0% | 0.02% | – |
| T | Sell | AT&T INC | $108,000 | -17.6% | 4,585 | -13.7% | 0.02% | -16.0% |
| RGLD | New | ROYAL GOLD INC | $107,000 | – | 756 | +100.0% | 0.02% | – |
| NSA | Buy | NATIONAL STORAGE AFFILIATES | $109,000 | +32.9% | 1,735 | +46.8% | 0.02% | +31.2% |
| JKHY | Buy | HENRY JACK & ASSOC INC | $106,000 | +86.0% | 537 | +56.1% | 0.02% | +90.9% |
| BG | New | BUNGE LIMITED | $104,000 | – | 935 | +100.0% | 0.02% | – |
| IGLB | Sell | ISHARES TR10+ yr invst grd | $104,000 | -14.8% | 1,688 | -3.5% | 0.02% | -16.7% |
| IDA | Buy | IDACORP INC | $102,000 | +37.8% | 882 | +34.5% | 0.02% | +42.9% |
| HSY | Buy | HERSHEY CO | $104,000 | +31.6% | 479 | +17.1% | 0.02% | +33.3% |
| SFM | New | SPROUTS FMRS MKT INC | $104,000 | – | 3,254 | +100.0% | 0.02% | – |
| VMBS | Sell | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $102,000 | -98.5% | 2,041 | -98.4% | 0.02% | -98.5% |
| CRM | SALESFORCE COM INC | $103,000 | -16.9% | 487 | 0.0% | 0.02% | -16.7% | |
| ETR | New | ENTERGY CORP NEW | $101,000 | – | 868 | +100.0% | 0.02% | – |
| FCN | Buy | FTI CONSULTING INC | $102,000 | +30.8% | 646 | +27.4% | 0.02% | +33.3% |
| XEL | New | XCEL ENERGY INC | $102,000 | – | 1,408 | +100.0% | 0.02% | – |
| CMS | Buy | CMS ENERGY CORP | $103,000 | +71.7% | 1,478 | +61.0% | 0.02% | +66.7% |
| AEE | Buy | AMEREN CORP | $102,000 | +72.9% | 1,083 | +64.6% | 0.02% | +81.8% |
| CHD | Buy | CHURCH & DWIGHT CO INC | $96,000 | +39.1% | 968 | +44.3% | 0.02% | +46.2% |
| AIZ | Buy | ASSURANT INC | $98,000 | +66.1% | 540 | +42.5% | 0.02% | +72.7% |
| BAC | Buy | BK OF AMERICA CORP | $99,000 | -2.9% | 2,400 | +4.4% | 0.02% | -5.0% |
| GIS | Buy | GENERAL MLS INC | $97,000 | +40.6% | 1,439 | +40.9% | 0.02% | +46.2% |
| RLI | Buy | RLI CORP | $98,000 | +53.1% | 883 | +54.9% | 0.02% | +58.3% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $100,000 | +66.7% | 1,372 | +42.9% | 0.02% | +58.3% |
| PSX | Buy | PHILLIPS 66 | $99,000 | +20.7% | 1,148 | +1.6% | 0.02% | +18.8% |
| CBOE | Buy | CBOE GLOBAL MKTS INC | $100,000 | +31.6% | 877 | +50.7% | 0.02% | +26.7% |
| ES | Buy | EVERSOURCE ENERGY | $96,000 | +60.0% | 1,085 | +64.6% | 0.02% | +58.3% |
| EVRG | Buy | EVERGY INC | $100,000 | +35.1% | 1,466 | +35.6% | 0.02% | +35.7% |
| NCBS | NICOLET BANKSHARES INC | $100,000 | +8.7% | 1,072 | 0.0% | 0.02% | +5.6% | |
| MKC | Buy | MCCORMICK & CO INC | $99,000 | +54.7% | 993 | +49.3% | 0.02% | +58.3% |
| LLY | Buy | LILLY ELI & CO | $98,000 | +1300.0% | 343 | +1329.2% | 0.02% | +1800.0% |
| CPB | Buy | CAMPBELL SOUP CO | $95,000 | +2275.0% | 2,126 | +2524.7% | 0.02% | +1700.0% |
| BLL | Buy | BALL CORP | $93,000 | +50.0% | 1,031 | +60.6% | 0.02% | +50.0% |
| DGX | QUEST DIAGNOSTICS INC | $93,000 | -21.2% | 681 | 0.0% | 0.02% | -21.7% | |
| ETO | New | EATON VANCE TAX-ADVANTAGED G | $90,000 | – | 3,000 | +100.0% | 0.02% | – |
| K | New | KELLOGG CO | $95,000 | – | 1,473 | +100.0% | 0.02% | – |
| PINC | Buy | PREMIER INCcl a | $91,000 | +35.8% | 2,544 | +55.5% | 0.02% | +38.5% |
| AWR | Buy | AMER STATES WTR CO | $92,000 | +37.3% | 1,036 | +61.1% | 0.02% | +38.5% |
| REZ | ISHARES TRresidential mult | $95,000 | -3.1% | 994 | 0.0% | 0.02% | -5.3% | |
| BCPC | Buy | BALCHEM CORP | $90,000 | +28.6% | 659 | +58.4% | 0.02% | +38.5% |
| CNC | New | CENTENE CORP DEL | $87,000 | – | 1,038 | +100.0% | 0.02% | – |
| NOW | Buy | SERVICENOW INC | $89,000 | +11.2% | 160 | +29.0% | 0.02% | +13.3% |
| IUSG | Buy | ISHARES TRcore s&p us gwt | $89,000 | +493.3% | 842 | +542.7% | 0.02% | +466.7% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $89,000 | +6.0% | 850 | +21.4% | 0.02% | +6.2% |
| ETV | Sell | EATON VANCE TAX-MANAGED BUY- | $82,000 | -29.3% | 5,260 | -23.8% | 0.02% | -27.3% |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $81,000 | -4.7% | 233 | 0.0% | 0.02% | 0.0% | |
| LAZR | Buy | LUMINAR TECHNOLOGIES INC | $81,000 | +19.1% | 5,161 | +29.0% | 0.02% | +23.1% |
| IEMG | ISHARES INCcore msci emkt | $83,000 | -7.8% | 1,500 | 0.0% | 0.02% | -5.9% | |
| DGRW | WISDOMTREE TRus qtly div grt | $78,000 | -2.5% | 1,220 | 0.0% | 0.02% | 0.0% | |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $77,000 | -18.9% | 184 | -11.1% | 0.02% | -16.7% |
| TXN | Buy | TEXAS INSTRS INC | $78,000 | -2.5% | 427 | +1.2% | 0.02% | 0.0% |
| ISTB | ISHARES TRcore 1 5 yr usd | $76,000 | -5.0% | 1,577 | 0.0% | 0.02% | 0.0% | |
| PFFA | Sell | ETFIS SER TR Ivirtus infrcap | $78,000 | -31.6% | 3,257 | -28.0% | 0.02% | -31.8% |
| WPM | New | WHEATON PRECIOUS METALS CORP | $71,000 | – | 1,500 | +100.0% | 0.01% | – |
| CHW | New | CALAMOS GBL DYN INCOME FUND | $72,000 | – | 8,076 | +100.0% | 0.01% | – |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $73,000 | +15.9% | 737 | +0.5% | 0.01% | +16.7% |
| VXUS | VANGUARD STAR FDSvg tl intl stk f | $74,000 | -6.3% | 1,236 | 0.0% | 0.01% | -6.7% | |
| INVENTRUST PPTYS CORP | $70,000 | +12.9% | 2,270 | 0.0% | 0.01% | +16.7% | ||
| SCZ | ISHARES TReafe sml cp etf | $72,000 | -10.0% | 1,091 | 0.0% | 0.01% | -6.7% | |
| MRVL | MARVELL TECHNOLOGY INC | $72,000 | -17.2% | 1,000 | 0.0% | 0.01% | -17.6% | |
| USB | Sell | US BANCORP DEL | $72,000 | -13.3% | 1,352 | -9.0% | 0.01% | -12.5% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $74,000 | -77.4% | 610 | -75.4% | 0.01% | -77.8% |
| PFFD | Sell | GLOBAL X FDSus pfd etf | $65,000 | -97.9% | 2,765 | -97.7% | 0.01% | -97.8% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $66,000 | -69.6% | 610 | -67.8% | 0.01% | -69.0% |
| EMR | Buy | EMERSON ELEC CO | $69,000 | +23.2% | 700 | +16.7% | 0.01% | +18.2% |
| ATVI | Sell | ACTIVISION BLIZZARD INC | $67,000 | +13.6% | 841 | -5.0% | 0.01% | +18.2% |
| NFG | NATIONAL FUEL GAS CO | $69,000 | +7.8% | 1,008 | 0.0% | 0.01% | +8.3% | |
| PULS | Sell | PGIM ETF TRultra short | $67,000 | -69.3% | 1,369 | -68.9% | 0.01% | -69.0% |
| XHB | Buy | SPDR SER TRs&p homebuild | $68,000 | -26.1% | 1,073 | +0.2% | 0.01% | -27.8% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $69,000 | -84.3% | 873 | -83.9% | 0.01% | -84.7% |
| MMM | Sell | 3M CO | $60,000 | -21.1% | 404 | -6.0% | 0.01% | -20.0% |
| CRBN | ISHARES TRmsci lw crb tg | $60,000 | -6.2% | 368 | 0.0% | 0.01% | 0.0% | |
| IBUY | Sell | AMPLIFY ETF TRonlin retl etf | $60,000 | -93.3% | 912 | -91.0% | 0.01% | -93.0% |
| FUN | CEDAR FAIR L Pdepositry unit | $64,000 | +8.5% | 1,174 | 0.0% | 0.01% | +9.1% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $61,000 | -3.2% | 444 | 0.0% | 0.01% | 0.0% | |
| MBB | Sell | ISHARES TRmbs etf | $61,000 | -71.8% | 599 | -70.2% | 0.01% | -71.4% |
| DUK | Buy | DUKE ENERGY CORP NEW | $63,000 | +10.5% | 566 | +4.0% | 0.01% | +9.1% |
| CARR | New | CARRIER GLOBAL CORPORATION | $60,000 | – | 1,300 | +100.0% | 0.01% | – |
| CHI | New | CALAMOS CONV OPPORTUNITIES &sh ben int | $59,000 | – | 4,500 | +100.0% | 0.01% | – |
| ACN | ACCENTURE PLC IRELAND | $58,000 | -19.4% | 173 | 0.0% | 0.01% | -21.4% | |
| FCVT | Sell | FIRST TR EXCHANGE-TRADED FDssi strg etf | $56,000 | -39.1% | 1,455 | -34.2% | 0.01% | -38.9% |
| FSK | FS KKR CAP CORP | $58,000 | +9.4% | 2,530 | 0.0% | 0.01% | +10.0% | |
| DAL | Buy | DELTA AIR LINES INC DEL | $59,000 | +43.9% | 1,500 | +43.4% | 0.01% | +37.5% |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $59,000 | -3.3% | 576 | 0.0% | 0.01% | -8.3% | |
| DOL | WISDOMTREE TRintl lrgcap dv | $57,000 | -1.7% | 1,174 | 0.0% | 0.01% | 0.0% | |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $51,000 | 0.0% | 667 | 0.0% | 0.01% | 0.0% | |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $53,000 | -3.6% | 245 | -5.0% | 0.01% | -9.1% |
| QGEN | QIAGEN NV | $49,000 | -12.5% | 1,000 | 0.0% | 0.01% | -9.1% | |
| QYLD | Buy | GLOBAL X FDSnasdaq 100 cover | $52,000 | +372.7% | 2,500 | +416.5% | 0.01% | +400.0% |
| NEAR | Sell | ISHARES U S ETF TRblackrock st mat | $51,000 | -5.6% | 1,036 | -4.6% | 0.01% | 0.0% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $53,000 | -71.8% | 679 | -70.6% | 0.01% | -72.2% |
| INFY | INFOSYS LTDsponsored adr | $53,000 | -1.9% | 2,128 | 0.0% | 0.01% | 0.0% | |
| GTO | Sell | INVESCO ACTIVELY MANAGED ETFtotal return | $51,000 | -22.7% | 975 | -16.7% | 0.01% | -23.1% |
| MO | Buy | ALTRIA GROUP INC | $47,000 | +11.9% | 899 | +1.8% | 0.01% | +12.5% |
| CI | Buy | CIGNA CORP NEW | $48,000 | +4.3% | 201 | +0.5% | 0.01% | 0.0% |
| Sell | INNOVATOR ETFS TRs&p invt grd pfd | $46,000 | -99.5% | 2,116 | -99.4% | 0.01% | -99.4% | |
| BND | VANGUARD BD INDEX FDStotal bnd mrkt | $48,000 | -5.9% | 600 | 0.0% | 0.01% | -10.0% | |
| DVYA | ISHARES INCasia/pac div etf | $47,000 | +2.2% | 1,242 | 0.0% | 0.01% | 0.0% | |
| TSN | Buy | TYSON FOODS INCcl a | $47,000 | +4.4% | 524 | +0.4% | 0.01% | 0.0% |
| DVOL | FIRST TR EXCHANGE-TRADED FDdorsy wr momnt | $44,000 | -10.2% | 1,544 | 0.0% | 0.01% | 0.0% | |
| DTE | DTE ENERGY CO | $45,000 | +12.5% | 338 | 0.0% | 0.01% | +12.5% | |
| RHP | RYMAN HOSPITALITY PPTYS INC | $46,000 | 0.0% | 500 | 0.0% | 0.01% | 0.0% | |
| ORCL | ORACLE CORP | $39,000 | -4.9% | 471 | 0.0% | 0.01% | 0.0% | |
| AGNC | New | AGNC INVT CORP | $42,000 | – | 3,200 | +100.0% | 0.01% | – |
| CB | Buy | CHUBB LIMITED | $39,000 | +18.2% | 183 | +7.0% | 0.01% | +33.3% |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $40,000 | +5.3% | 533 | 0.0% | 0.01% | +14.3% | |
| SCHZ | SCHWAB STRATEGIC TRus aggregate b | $39,000 | -4.9% | 766 | 0.0% | 0.01% | 0.0% | |
| CMCSA | Sell | COMCAST CORP NEWcl a | $40,000 | -24.5% | 859 | -18.5% | 0.01% | -20.0% |
| SCHW | SCHWAB CHARLES CORP | $39,000 | 0.0% | 465 | 0.0% | 0.01% | 0.0% | |
| C | Buy | CITIGROUP INC | $40,000 | -2.4% | 755 | +11.9% | 0.01% | 0.0% |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $41,000 | – | 1,600 | +100.0% | 0.01% | – |
| SPLG | SPDR SER TRportfolio s&p500 | $41,000 | -6.8% | 781 | 0.0% | 0.01% | 0.0% | |
| ICVT | Sell | ISHARES TRconv bd etf | $40,000 | -99.5% | 484 | -99.5% | 0.01% | -99.5% |
| TT | TRANE TECHNOLOGIES PLC | $42,000 | -23.6% | 272 | 0.0% | 0.01% | -27.3% | |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $41,000 | +2.5% | 313 | +4.3% | 0.01% | 0.0% |
| PAAS | New | PAN AMERN SILVER CORP | $41,000 | – | 1,500 | +100.0% | 0.01% | – |
| RSG | Sell | REPUBLIC SVCS INC | $42,000 | -17.6% | 320 | -13.0% | 0.01% | -20.0% |
| PYPL | Sell | PAYPAL HLDGS INC | $34,000 | -48.5% | 292 | -17.0% | 0.01% | -46.2% |
| BAX | Sell | BAXTER INTL INC | $35,000 | -43.5% | 451 | -38.0% | 0.01% | -41.7% |
| ORI | Buy | OLD REP INTL CORP | $35,000 | +6.1% | 1,337 | +0.9% | 0.01% | +16.7% |
| TD | TORONTO DOMINION BK ONT | $36,000 | +2.9% | 454 | 0.0% | 0.01% | 0.0% | |
| BK | BANK NEW YORK MELLON CORP | $35,000 | -14.6% | 700 | 0.0% | 0.01% | -12.5% | |
| LXP | Buy | LXP INDUSTRIAL TRUST | $36,000 | +2.9% | 2,275 | +0.8% | 0.01% | 0.0% |
| JEF | New | JEFFERIES FINL GROUP INC | $36,000 | – | 1,100 | +100.0% | 0.01% | – |
| SYK | Buy | STRYKER CORPORATION | $37,000 | +2.8% | 138 | +3.0% | 0.01% | 0.0% |
| TFC | Buy | TRUIST FINL CORP | $37,000 | -2.6% | 654 | +0.6% | 0.01% | 0.0% |
| DHI | D R HORTON INC | $37,000 | -31.5% | 500 | 0.0% | 0.01% | -30.0% | |
| UTG | New | REAVES UTIL INCOME FD | $35,000 | – | 1,000 | +100.0% | 0.01% | – |
| RBB FD INCmotley fool mid | $37,000 | -9.8% | 1,410 | 0.0% | 0.01% | -12.5% | ||
| ANTM | ANTHEM INC | $34,000 | +6.2% | 69 | 0.0% | 0.01% | +16.7% | |
| RY | ROYAL BK CDA | $29,000 | +3.6% | 260 | 0.0% | 0.01% | +20.0% | |
| VAC | Sell | MARRIOTT VACATIONS WORLDWIDE | $29,000 | -43.1% | 181 | -40.1% | 0.01% | -40.0% |
| MDXG | MIMEDX GROUP INC | $32,000 | -23.8% | 6,900 | 0.0% | 0.01% | -25.0% | |
| VTWO | New | VANGUARD SCOTTSDALE FDSvng rus2000idx | $30,000 | – | 368 | +100.0% | 0.01% | – |
| PGP | PIMCO GLOBAL STOCKSPLS INCM | $32,000 | -13.5% | 3,400 | 0.0% | 0.01% | -14.3% | |
| EMLC | Sell | VANECK ETF TRUSTjp mrgan em loc | $31,000 | -36.7% | 1,166 | -31.7% | 0.01% | -33.3% |
| MDT | Sell | MEDTRONIC PLC | $31,000 | -16.2% | 280 | -21.8% | 0.01% | -14.3% |
| New | INTEGRATED RAIL AND RES ACQ*w exp 99/99/999 | $33,000 | – | 100,000 | +100.0% | 0.01% | – | |
| LULU | Buy | LULULEMON ATHLETICA INC | $33,000 | +560.0% | 89 | +641.7% | 0.01% | +500.0% |
| LOW | LOWES COS INC | $33,000 | -21.4% | 164 | 0.0% | 0.01% | -25.0% | |
| CII | New | BLACKROCK ENHANCD CAP & INM | $27,000 | – | 1,300 | +100.0% | 0.01% | – |
| FXD | FIRST TR EXCHANGE TRADED FDconsumr discre | $25,000 | -10.7% | 450 | 0.0% | 0.01% | 0.0% | |
| AMT | AMERICAN TOWER CORP NEW | $28,000 | -15.2% | 112 | 0.0% | 0.01% | -16.7% | |
| MPC | New | MARATHON PETE CORP | $24,000 | – | 283 | +100.0% | 0.01% | – |
| SPLV | New | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $24,000 | – | 354 | +100.0% | 0.01% | – |
| TRV | TRAVELERS COMPANIES INC | $27,000 | +17.4% | 150 | 0.0% | 0.01% | +25.0% | |
| FDX | FEDEX CORP | $28,000 | -12.5% | 123 | 0.0% | 0.01% | -16.7% | |
| NXPI | New | NXP SEMICONDUCTORS N V | $22,000 | – | 117 | +100.0% | 0.00% | – |
| SEAS | SEAWORLD ENTMT INC | $22,000 | +15.8% | 300 | 0.0% | 0.00% | 0.0% | |
| New | CONSTELLATION ENERGY CORP | $20,000 | – | 352 | +100.0% | 0.00% | – | |
| FCPT | New | FOUR CORNERS PPTY TR INC | $19,000 | – | 719 | +100.0% | 0.00% | – |
| FHLC | Sell | FIDELITY COVINGTON TRUSTmsci hlth care i | $19,000 | -24.0% | 282 | -21.9% | 0.00% | -20.0% |
| VMW | Sell | VMWARE INC | $18,000 | -33.3% | 161 | -30.6% | 0.00% | -20.0% |
| QCOM | Buy | QUALCOMM INC | $23,000 | -4.2% | 148 | +10.4% | 0.00% | -20.0% |
| BRO | BROWN & BROWN INC | $20,000 | +5.3% | 273 | 0.0% | 0.00% | 0.0% | |
| CSX | CSX CORP | $20,000 | -4.8% | 547 | 0.0% | 0.00% | 0.0% | |
| VFMV | VANGUARD WELLINGTON FDus minimum | $20,000 | 0.0% | 192 | 0.0% | 0.00% | 0.0% | |
| TRI | Sell | THOMSON REUTERS CORP. | $21,000 | -40.0% | 189 | -35.3% | 0.00% | -42.9% |
| ORLY | OREILLY AUTOMOTIVE INC | $18,000 | 0.0% | 26 | 0.0% | 0.00% | +33.3% | |
| GPI | GROUP 1 AUTOMOTIVE INC | $18,000 | -14.3% | 109 | 0.0% | 0.00% | 0.0% | |
| CHRW | C H ROBINSON WORLDWIDE INC | $22,000 | 0.0% | 201 | 0.0% | 0.00% | 0.0% | |
| New | WISDOMTREE TRfloatng rat trea | $23,000 | – | 455 | +100.0% | 0.00% | – | |
| WM | Sell | WASTE MGMT INC DEL | $23,000 | -45.2% | 144 | -42.4% | 0.00% | -50.0% |
| SPTS | SPDR SER TRportfolio sh tsr | $21,000 | -4.5% | 719 | 0.0% | 0.00% | 0.0% | |
| VRIG | Sell | INVESCO ACTIVELY MANAGED ETFvar rate invt | $23,000 | -30.3% | 912 | -30.8% | 0.00% | -33.3% |
| FEZ | New | SPDR INDEX SHS FDSeuro stoxx 50 | $18,000 | – | 438 | +100.0% | 0.00% | – |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $22,000 | -18.5% | 224 | -9.7% | 0.00% | -20.0% |
| RCL | ROYAL CARIBBEAN GROUP | $22,000 | +10.0% | 257 | 0.0% | 0.00% | 0.0% | |
| W | WAYFAIR INCcl a | $22,000 | -42.1% | 200 | 0.0% | 0.00% | -42.9% | |
| UTF | New | COHEN & STEERS INFRASTRUCTUR | $20,000 | – | 675 | +100.0% | 0.00% | – |
| PAYC | PAYCOM SOFTWARE INC | $23,000 | -17.9% | 67 | 0.0% | 0.00% | -20.0% | |
| LUV | Buy | SOUTHWEST AIRLS CO | $23,000 | +1050.0% | 500 | +1090.5% | 0.00% | – |
| CPRT | COPART INC | $14,000 | -17.6% | 115 | 0.0% | 0.00% | 0.0% | |
| BIB | PROSHARES TR | $17,000 | -22.7% | 270 | 0.0% | 0.00% | -25.0% | |
| IQDY | FLEXSHARES TRint qltdvdynam | $14,000 | -6.7% | 500 | 0.0% | 0.00% | 0.0% | |
| SMH | New | VANECK ETF TRUSTsemiconductr etf | $13,000 | – | 50 | +100.0% | 0.00% | – |
| PM | Buy | PHILIP MORRIS INTL INC | $16,000 | 0.0% | 173 | +1.2% | 0.00% | 0.0% |
| BCE | BCE INC | $17,000 | +6.2% | 305 | 0.0% | 0.00% | 0.0% | |
| COST | Sell | COSTCO WHSL CORP NEW | $16,000 | -83.2% | 27 | -83.8% | 0.00% | -83.3% |
| NVCR | NOVOCURE LTD | $17,000 | +13.3% | 200 | 0.0% | 0.00% | 0.0% | |
| FIVG | ETF SER SOLUTIONSdefiance next | $15,000 | -11.8% | 401 | 0.0% | 0.00% | 0.0% | |
| FAST | FASTENAL CO | $16,000 | -5.9% | 263 | 0.0% | 0.00% | 0.0% | |
| NVO | NOVO-NORDISK A Sadr | $15,000 | 0.0% | 133 | 0.0% | 0.00% | 0.0% | |
| NTRS | NORTHERN TR CORP | $17,000 | -5.6% | 150 | 0.0% | 0.00% | 0.0% | |
| SPYX | Buy | SPDR SER TRspdr s&p 500 etf | $15,000 | +50.0% | 132 | +50.0% | 0.00% | +50.0% |
| CHKP | CHECK POINT SOFTWARE TECH LTord | $16,000 | +23.1% | 114 | 0.0% | 0.00% | 0.0% | |
| SNY | SANOFIsponsored adr | $13,000 | 0.0% | 258 | 0.0% | 0.00% | 0.0% | |
| TTE | TOTALENERGIES SEsponsored ads | $16,000 | 0.0% | 321 | 0.0% | 0.00% | 0.0% | |
| NEO | NEOGENOMICS INC | $16,000 | -65.2% | 1,350 | 0.0% | 0.00% | -66.7% | |
| IWV | ISHARES TRrussell 3000 etf | $13,000 | -7.1% | 50 | 0.0% | 0.00% | 0.0% | |
| MATTERPORT INC | $16,000 | -61.0% | 2,000 | 0.0% | 0.00% | -62.5% | ||
| GM | GENERAL MTRS CO | $13,000 | -27.8% | 300 | 0.0% | 0.00% | 0.0% | |
| RQI | New | COHEN & STEERS QUALITY INCOM | $8,000 | – | 500 | +100.0% | 0.00% | – |
| GLTR | ABRDN PRECIOUS METALS BASKETphyscl precs met | $10,000 | 0.0% | 109 | 0.0% | 0.00% | 0.0% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $8,000 | -11.1% | 74 | 0.0% | 0.00% | 0.0% | |
| NLY | New | ANNALY CAPITAL MANAGEMENT IN | $9,000 | – | 1,300 | +100.0% | 0.00% | – |
| ARCC | New | ARES CAPITAL CORP | $10,000 | – | 500 | +100.0% | 0.00% | – |
| GOLD | BARRICK GOLD CORP | $12,000 | +20.0% | 500 | 0.0% | 0.00% | 0.0% | |
| BIIB | BIOGEN INC | $9,000 | -18.2% | 44 | 0.0% | 0.00% | 0.0% | |
| CRWD | CROWDSTRIKE HLDGS INCcl a | $10,000 | +11.1% | 46 | 0.0% | 0.00% | 0.0% | |
| DTM | DT MIDSTREAM INC | $9,000 | +12.5% | 169 | 0.0% | 0.00% | 0.0% | |
| DE | DEERE & CO | $11,000 | +22.2% | 27 | 0.0% | 0.00% | 0.0% | |
| D | DOMINION ENERGY INC | $9,000 | +12.5% | 105 | 0.0% | 0.00% | 0.0% | |
| EBAY | EBAY INC. | $10,000 | -16.7% | 173 | 0.0% | 0.00% | 0.0% | |
| ENB | New | ENBRIDGE INC | $9,000 | – | 200 | +100.0% | 0.00% | – |
| HPQ | New | HP INC | $11,000 | – | 311 | +100.0% | 0.00% | – |
| HBI | New | HANESBRANDS INC | $8,000 | – | 562 | +100.0% | 0.00% | – |
| JBHT | HUNT J B TRANS SVCS INC | $10,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| IR | INGERSOLL RAND INC | $12,000 | -20.0% | 240 | 0.0% | 0.00% | -33.3% | |
| PEY | New | INVESCO EXCHANGE TRADED FD Thig yld eq div | $11,000 | – | 500 | +100.0% | 0.00% | – |
| LHX | L3HARRIS TECHNOLOGIES INC | $8,000 | +14.3% | 33 | 0.0% | 0.00% | +100.0% | |
| MP | MP MATERIALS CORP | $9,000 | +28.6% | 163 | 0.0% | 0.00% | +100.0% | |
| NVS | NOVARTIS AGsponsored adr | $12,000 | 0.0% | 142 | 0.0% | 0.00% | 0.0% | |
| OGN | Buy | ORGANON & CO | $10,000 | +11.1% | 299 | +0.7% | 0.00% | 0.0% |
| PAYX | PAYCHEX INC | $12,000 | 0.0% | 91 | 0.0% | 0.00% | 0.0% | |
| RBC | REGAL REXNORD CORPORATION | $9,000 | -10.0% | 60 | 0.0% | 0.00% | 0.0% | |
| RF | New | REGIONS FINANCIAL CORP NEW | $9,000 | – | 425 | +100.0% | 0.00% | – |
| RGA | REINSURANCE GRP OF AMERICA I | $11,000 | 0.0% | 97 | 0.0% | 0.00% | 0.0% | |
| SJM | Sell | SMUCKER J M CO | $8,000 | -27.3% | 62 | -23.5% | 0.00% | 0.0% |
| TM | TOYOTA MOTOR CORPads | $10,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% | |
| TWTR | TWITTER INC | $12,000 | -7.7% | 311 | 0.0% | 0.00% | -33.3% | |
| VLO | New | VALERO ENERGY CORP | $10,000 | – | 100 | +100.0% | 0.00% | – |
| VOOG | VANGUARD ADMIRAL FDS INC500 grth idx f | $12,000 | -14.3% | 45 | 0.0% | 0.00% | -33.3% | |
| ZTS | Sell | ZOETIS INCcl a | $8,000 | -89.9% | 43 | -86.8% | 0.00% | -86.7% |
| ZNGA | ZYNGA INCcl a | $9,000 | +50.0% | 1,000 | 0.0% | 0.00% | +100.0% | |
| ASML | ASML HOLDING N V | $12,000 | -14.3% | 18 | 0.0% | 0.00% | -33.3% | |
| OMC | Sell | OMNICOM GROUP INC | $4,000 | -60.0% | 43 | -67.4% | 0.00% | -50.0% |
| IDV | New | ISHARES TRintl sel div etf | $3,000 | – | 106 | +100.0% | 0.00% | – |
| NUMG | Sell | NUSHARES ETF TRnuveen esg midcp | $4,000 | -99.9% | 93 | -99.9% | 0.00% | -99.9% |
| NSC | New | NORFOLK SOUTHN CORP | $4,000 | – | 15 | +100.0% | 0.00% | – |
| NXST | NEXSTAR MEDIA GROUP INCcl a | $3,000 | +50.0% | 15 | 0.0% | 0.00% | – | |
| NANR | SPDR INDEX SHS FDSs&p north amer | $7,000 | +40.0% | 113 | 0.0% | 0.00% | 0.0% | |
| HSBC | New | HSBC HLDGS PLCspon adr new | $3,000 | – | 100 | +100.0% | 0.00% | – |
| Buy | GENERAL ELECTRIC CO | $4,000 | +100.0% | 48 | +108.7% | 0.00% | – | |
| NEOG | Sell | NEOGEN CORP | $6,000 | -53.8% | 180 | -37.9% | 0.00% | -66.7% |
| AWP | New | ABERDEEN GLOBAL PREMIER PPTY | $6,000 | – | 1,000 | +100.0% | 0.00% | – |
| TYL | TYLER TECHNOLOGIES INC | $3,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
| FTNT | FORTINET INC | $7,000 | -12.5% | 21 | 0.0% | 0.00% | -50.0% | |
| FOCS | FOCUS FINL PARTNERS INC | $7,000 | -22.2% | 152 | 0.0% | 0.00% | -50.0% | |
| Sell | FIRST WATCH RESTAURANT GROUP | $6,000 | -87.8% | 471 | -83.9% | 0.00% | -88.9% | |
| MTD | METTLER TOLEDO INTERNATIONAL | $7,000 | -12.5% | 5 | 0.0% | 0.00% | -50.0% | |
| FDIS | Sell | FIDELITY COVINGTON TRUSTmsci consm dis | $3,000 | -99.9% | 37 | -99.9% | 0.00% | -99.9% |
| MASI | MASIMO CORP | $3,000 | -50.0% | 21 | 0.0% | 0.00% | 0.0% | |
| ENR | New | ENERGIZER HLDGS INC NEW | $3,000 | – | 108 | +100.0% | 0.00% | – |
| ELAT | ELANCO ANIMAL HEALTH INCunit 02/01/2023t | $4,000 | -20.0% | 101 | 0.0% | 0.00% | 0.0% | |
| WFC | New | WELLS FARGO CO NEW | $5,000 | – | 94 | +100.0% | 0.00% | – |
| RIOT | RIOT BLOCKCHAIN INC | $4,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| WSM | New | WILLIAMS SONOMA INC | $7,000 | – | 50 | +100.0% | 0.00% | – |
| RC | New | READY CAPITAL CORP | $5,000 | – | 300 | +100.0% | 0.00% | – |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $3,000 | +50.0% | 37 | 0.0% | 0.00% | – | |
| LKFN | LAKELAND FINL CORP | $3,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
| TROW | PRICE T ROWE GROUP INC | $4,000 | -33.3% | 29 | 0.0% | 0.00% | 0.0% | |
| AGGY | Sell | WISDOMTREE TRyield enhancd us | $6,000 | -57.1% | 115 | -57.4% | 0.00% | -66.7% |
| POOL | POOL CORP | $3,000 | -40.0% | 8 | 0.0% | 0.00% | 0.0% | |
| KNSL | KINSALE CAP GROUP INC | $6,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
| CHPT | CHARGEPOINT HOLDINGS INC | $6,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| CCL | CARNIVAL CORP | $4,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% | |
| MGK | VANGUARD WORLD FDmega grwth ind | $7,000 | -12.5% | 31 | 0.0% | 0.00% | -50.0% | |
| PTON | Sell | PELOTON INTERACTIVE INC | $5,000 | -64.3% | 200 | -49.5% | 0.00% | -66.7% |
| YUMC | YUM CHINA HLDGS INC | $3,000 | 0.0% | 68 | 0.0% | 0.00% | 0.0% | |
| AKAM | Sell | AKAMAI TECHNOLOGIES INC | $7,000 | -89.9% | 55 | -90.7% | 0.00% | -92.3% |
| ANSS | ANSYS INC | $5,000 | -16.7% | 16 | 0.0% | 0.00% | 0.0% | |
| BAM | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $6,000 | 0.0% | 102 | 0.0% | 0.00% | 0.0% | |
| BLK | BLACKROCK INC | $6,000 | -14.3% | 8 | 0.0% | 0.00% | 0.0% | |
| AXON | AXON ENTERPRISE INC | $6,000 | -14.3% | 47 | 0.0% | 0.00% | 0.0% | |
| SGOV | New | ISHARES TR0-3 mnth treasry | $6,000 | – | 59 | +100.0% | 0.00% | – |
| AFRM | New | AFFIRM HLDGS INC | $5,000 | – | 100 | +100.0% | 0.00% | – |
| PNC | New | PNC FINL SVCS GROUP INC | $3,000 | – | 15 | +100.0% | 0.00% | – |
| SLYG | Sell | SPDR SER TRs&p 600 smcp grw | $4,000 | -99.9% | 50 | -99.9% | 0.00% | -99.9% |
| STAG | STAG INDL INC | $2,000 | -33.3% | 54 | 0.0% | 0.00% | -100.0% | |
| SNAP ONE HOLDINGS CORP | $1,000 | -50.0% | 100 | 0.0% | 0.00% | – | ||
| UGI | UGI CORP NEW | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| SIRI | SIRIUS XM HOLDINGS INC | $0 | – | 75 | 0.0% | 0.00% | – | |
| SMLV | SPDR SER TRssga us smal etf | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| RIVIAN AUTOMOTIVE INC | $2,000 | -60.0% | 44 | 0.0% | 0.00% | -100.0% | ||
| PJT | PJT PARTNERS INC | $2,000 | 0.0% | 31 | 0.0% | 0.00% | – | |
| BNDX | VANGUARD CHARLOTTE FDStotal int bd etf | $0 | – | 1 | 0.0% | 0.00% | – | |
| MDLZ | New | MONDELEZ INTL INCcl a | $1,000 | – | 18 | +100.0% | 0.00% | – |
| MRNA | MODERNA INC | $2,000 | -33.3% | 10 | 0.0% | 0.00% | -100.0% | |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $0 | – | 5 | 0.0% | 0.00% | – | |
| LITE | LUMENTUM HLDGS INC | $0 | -100.0% | 5 | 0.0% | 0.00% | – | |
| META | LISTED FD TRroundhill ball | $0 | -100.0% | 37 | 0.0% | 0.00% | – | |
| LCII | LCI INDS | $2,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| Sell | KYNDRYL HLDGS INC | $1,000 | -50.0% | 65 | -23.5% | 0.00% | – | |
| JBL | JABIL INC | $0 | – | 5 | 0.0% | 0.00% | – | |
| VGIT | VANGUARD SCOTTSDALE FDSinter term treas | $0 | – | 1 | 0.0% | 0.00% | – | |
| IUSB | ISHARES TRcore total usd | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
| AOK | ISHARES TRconser alloc etf | $1,000 | 0.0% | 27 | 0.0% | 0.00% | – | |
| AOA | ISHARES TRaggres alloc etf | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
| ITA | Sell | ISHARES TRus aer def etf | $1,000 | -80.0% | 10 | -80.0% | 0.00% | -100.0% |
| IWO | ISHARES TRrus 2000 grw etf | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| IPKW | INVESCO EXCH TRADED FD TR IIintl buyback | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – | |
| PDP | Sell | INVESCO EXCHANGE TRADED FD Tdwa momentum | $2,000 | -98.8% | 27 | -98.5% | 0.00% | -100.0% |
| PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $2,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| VIAV | VIAVI SOLUTIONS INC | $0 | – | 25 | 0.0% | 0.00% | – | |
| VTRS | Sell | VIATRIS INC | $1,000 | -75.0% | 119 | -62.9% | 0.00% | -100.0% |
| FUBO | FUBOTV INC | $1,000 | -50.0% | 100 | 0.0% | 0.00% | – | |
| WAB | New | WABTEC | $0 | – | 1 | +100.0% | 0.00% | – |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $1,000 | -85.7% | 31 | -75.6% | 0.00% | -100.0% |
| DISCA | New | DISCOVERY INC | $1,000 | – | 25 | +100.0% | 0.00% | – |
| DIGITAL WORLD ACQUISITION CO | $2,000 | +100.0% | 26 | 0.0% | 0.00% | – | ||
| EZM | WISDOMTREE TRus midcap fund | $0 | – | 4 | 0.0% | 0.00% | – | |
| CTVA | New | CORTEVA INC | $1,000 | – | 20 | +100.0% | 0.00% | – |
| GLW | New | CORNING INC | $2,000 | – | 45 | +100.0% | 0.00% | – |
| ABB | ABB LTDsponsored adr | $2,000 | -33.3% | 75 | 0.0% | 0.00% | -100.0% | |
| CDE | COEUR MNG INC | $1,000 | -50.0% | 302 | 0.0% | 0.00% | – | |
| WKHS | WORKHORSE GROUP INC | $1,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| CNA | CNA FINL CORP | $2,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| JOBY AVIATION INC | $1,000 | 0.0% | 200 | 0.0% | 0.00% | – | ||
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| ACB | Sell | AURORA CANNABIS INC | $1,000 | 0.0% | 125 | -3.1% | 0.00% | – |
| AAL | Sell | AMERICAN AIRLS GROUP INC | $1,000 | -66.7% | 49 | -66.2% | 0.00% | -100.0% |
| ADC | AGREE RLTY CORP | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
| VPU | Exit | VANGUARD WORLD FDSutilities etf | $0 | – | -8 | -100.0% | 0.00% | – |
| ARKW | Exit | ARK ETF TRnext gnrtn inter | $0 | – | -20 | -100.0% | 0.00% | – |
| RIDE | Exit | LORDSTOWN MOTORS CORP | $0 | – | -40 | -100.0% | 0.00% | – |
| IP | Exit | INTERNATIONAL PAPER CO | $0 | – | -50 | -100.0% | 0.00% | – |
| MTOR | Exit | MERITOR INC | $0 | – | -16 | -100.0% | 0.00% | – |
| UAL | Exit | UNITED AIRLS HLDGS INC | $0 | – | -40 | -100.0% | 0.00% | – |
| WU | Exit | WESTERN UN CO | $0 | – | -133 | -100.0% | 0.00% | – |
| TXRH | TEXAS ROADHOUSE INC | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| TJX | TJX COS INC NEW | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| SSSS | SURO CAPITAL CORP | $0 | -100.0% | 52 | 0.0% | 0.00% | – | |
| TSCO | TRACTOR SUPPLY CO | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| STM | STMICROELECTRONICS N Vny registry | $2,000 | 0.0% | 42 | 0.0% | 0.00% | – | |
| ENRPRA | Exit | ENERGIZER HLDGS INC NEW7.5 mcnv pfd a | $0 | – | -50 | -100.0% | -0.00% | – |
| CHY | Exit | CALAMOS CONV & HIGH INCOME F | $0 | – | -375 | -100.0% | -0.00% | – |
| PEZ | Exit | INVESCO EXCHANGE TRADED FD Tdwa cyclicals | $0 | – | -46 | -100.0% | -0.00% | – |
| CAH | Exit | CARDINAL HEALTH INC | $0 | – | -50 | -100.0% | -0.00% | – |
| CAG | Exit | CONAGRA BRANDS INC | $0 | – | -94 | -100.0% | -0.00% | – |
| TMUS | Exit | T-MOBILE US INC | $0 | – | -34 | -100.0% | -0.00% | – |
| DOW | Exit | DOW INC | $0 | – | -86 | -100.0% | -0.00% | – |
| IPG | Exit | INTERPUBLIC GROUP COS INC | $0 | – | -70 | -100.0% | -0.00% | – |
| UTHR | Exit | UNITED THERAPEUTICS CORP DEL | $0 | – | -26 | -100.0% | -0.00% | – |
| EXPO | Exit | EXPONENT INC | $0 | – | -48 | -100.0% | -0.00% | – |
| KMB | Exit | KIMBERLY-CLARK CORP | $0 | – | -37 | -100.0% | -0.00% | – |
| HST | Exit | HOST HOTELS & RESORTS INC | $0 | – | -306 | -100.0% | -0.00% | – |
| DLS | Exit | WISDOMTREE TRintl smcap div | $0 | – | -147 | -100.0% | -0.00% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -53 | -100.0% | -0.00% | – |
| DEM | Exit | WISDOMTREE TRemer mkt high fd | $0 | – | -229 | -100.0% | -0.00% | – |
| CHE | Exit | CHEMED CORP NEW | $0 | – | -20 | -100.0% | -0.00% | – |
| DAPP | Exit | VANECK ETF TRUSTdigi transfrm | $0 | – | -481 | -100.0% | -0.00% | – |
| GGG | Exit | GRACO INC | $0 | – | -132 | -100.0% | -0.00% | – |
| JHMT | Exit | JOHN HANCOCK EXCHANGE TRADEDmultifactor te | $0 | – | -117 | -100.0% | -0.00% | – |
| DGS | Exit | WISDOMTREE TRemg mkts smcap | $0 | – | -213 | -100.0% | -0.00% | – |
| EQIX | Exit | EQUINIX INC | $0 | – | -13 | -100.0% | -0.00% | – |
| NGVT | Exit | INGEVITY CORP | $0 | – | -148 | -100.0% | -0.00% | – |
| ICLR | Exit | ICON PLC | $0 | – | -41 | -100.0% | -0.00% | – |
| PFF | Exit | ISHARES TRpfd and incm sec | $0 | – | -400 | -100.0% | -0.00% | – |
| PSK | Exit | SPDR SER TRice pfd sec etf | $0 | – | -534 | -100.0% | -0.00% | – |
| BOND | Exit | PIMCO ETF TRactive bd etf | $0 | – | -206 | -100.0% | -0.00% | – |
| SKYY | Exit | FIRST TR EXCHANGE TRADED FD | $0 | – | -223 | -100.0% | -0.00% | – |
| DES | Exit | WISDOMTREE TRus smallcap divd | $0 | – | -706 | -100.0% | -0.00% | – |
| USFR | Exit | WISDOMTREE TRfloatng rat trea | $0 | – | -910 | -100.0% | -0.00% | – |
| FTSL | Exit | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $0 | – | -454 | -100.0% | -0.00% | – |
| VYMI | Exit | VANGUARD WHITEHALL FDSintl high etf | $0 | – | -324 | -100.0% | -0.00% | – |
| FEMB | Exit | FIRST TR EXCH TRADED FD IIIeme mrk bd etf | $0 | – | -603 | -100.0% | -0.00% | – |
| JNK | Exit | SPDR SER TRbloomberg high y | $0 | – | -206 | -100.0% | -0.00% | – |
| YETI | Exit | YETI HLDGS INC | $0 | – | -231 | -100.0% | -0.00% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -237 | -100.0% | -0.01% | – |
| IXJ | Exit | ISHARES TRglob hlthcre etf | $0 | – | -287 | -100.0% | -0.01% | – |
| PIE | Exit | INVESCO EXCH TRADED FD TR IIdwa emerg mkts | $0 | – | -960 | -100.0% | -0.01% | – |
| ARKQ | Exit | ARK ETF TRautnmus technlgy | $0 | – | -412 | -100.0% | -0.01% | – |
| PAWZ | Exit | PROSHARES TRpet care etf | $0 | – | -400 | -100.0% | -0.01% | – |
| BJK | Exit | VANECK ETF TRUSTgaming etf | $0 | – | -740 | -100.0% | -0.01% | – |
| CAT | Exit | CATERPILLAR INC | $0 | – | -200 | -100.0% | -0.01% | – |
| HTD | Exit | HANCOCK JOHN TAX-ADVANTAGED | $0 | – | -1,500 | -100.0% | -0.01% | – |
| REGN | Exit | REGENERON PHARMACEUTICALS | $0 | – | -90 | -100.0% | -0.01% | – |
| VOT | Exit | VANGUARD INDEX FDSmcap gr idxvip | $0 | – | -233 | -100.0% | -0.01% | – |
| Exit | AMERICAN CENTY ETF TRreal estate etf | $0 | – | -1,046 | -100.0% | -0.01% | – | |
| RMD | Exit | RESMED INC | $0 | – | -226 | -100.0% | -0.01% | – |
| DRE | Exit | DUKE REALTY CORP | $0 | – | -979 | -100.0% | -0.01% | – |
| BKH | Exit | BLACK HILLS CORP | $0 | – | -866 | -100.0% | -0.01% | – |
| XTN | Exit | SPDR SER TRs&p transn etf | $0 | – | -663 | -100.0% | -0.01% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -882 | -100.0% | -0.01% | – |
| STE | Exit | STERIS PLC | $0 | – | -263 | -100.0% | -0.01% | – |
| COMT | Exit | ISHARES U S ETF TRgsci cmdty stgy | $0 | – | -2,194 | -100.0% | -0.01% | – |
| AMN | Exit | AMN HEALTHCARE SVCS INC | $0 | – | -530 | -100.0% | -0.01% | – |
| DPZ | Exit | DOMINOS PIZZA INC | $0 | – | -116 | -100.0% | -0.01% | – |
| KR | Exit | KROGER CO | $0 | – | -1,531 | -100.0% | -0.01% | – |
| KDP | Exit | KEURIG DR PEPPER INC | $0 | – | -1,950 | -100.0% | -0.01% | – |
| FLO | Exit | FLOWERS FOODS INC | $0 | – | -2,823 | -100.0% | -0.02% | – |
| ONLN | Exit | PROSHARES TRonline rtl etf | $0 | – | -1,575 | -100.0% | -0.02% | – |
| AGZ | Exit | ISHARES TRagency bond etf | $0 | – | -734 | -100.0% | -0.02% | – |
| FXH | Exit | FIRST TR EXCHANGE TRADED FDhlth care alph | $0 | – | -751 | -100.0% | -0.02% | – |
| IVOL | Exit | KRANESHARES TRquadrtc int rt | $0 | – | -3,846 | -100.0% | -0.02% | – |
| FTSM | Exit | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $0 | – | -1,880 | -100.0% | -0.02% | – |
| CWB | Exit | SPDR SER TRbloomberg conv | $0 | – | -1,551 | -100.0% | -0.02% | – |
| QCLN | Exit | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $0 | – | -2,363 | -100.0% | -0.03% | – |
| AVUV | Exit | AMERICAN CENTY ETF TRus sml cp valu | $0 | – | -2,224 | -100.0% | -0.03% | – |
| DRIV | Exit | GLOBAL X FDSautonmous ev etf | $0 | – | -6,561 | -100.0% | -0.04% | – |
| DFAI | Exit | DIMENSIONAL ETF TRUSTintl core eqt mk | $0 | – | -6,752 | -100.0% | -0.04% | – |
| ICLN | Exit | ISHARES TRgl clean ene etf | $0 | – | -54,391 | -100.0% | -0.22% | – |
| BETZ | Exit | LISTED FD TRroundhill sports | $0 | – | -55,780 | -100.0% | -0.27% | – |
| ARKK | Exit | ARK ETF TRinnovation etf | $0 | – | -21,959 | -100.0% | -0.40% | – |
| BEDZ | Exit | ADVISORSHARES TRhotel etf | $0 | – | -104,807 | -100.0% | -0.54% | – |
| FPE | Exit | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $0 | – | -199,588 | -100.0% | -0.78% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-21
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.