$316 Million is the total value of Insight Advisors, LLC/ PA's 328 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 37.3% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AAPL | Buy | APPLE INC | $17,992,000 | +12.1% | 136,816 | +13.2% | 5.70% | -6.2% |
AMZN | Sell | AMAZON COM INC | $10,803,000 | -15.0% | 3,117 | -20.2% | 3.42% | -28.9% |
PYPL | Buy | PAYPAL HLDGS INC | $6,220,000 | +17.9% | 23,720 | +5.3% | 1.97% | -1.3% |
MSFT | Buy | MICROSOFT CORP | $5,301,000 | +23.7% | 21,023 | +9.1% | 1.68% | +3.5% |
VUG | Sell | VANGUARD INDEX FDSgrowth etf | $5,065,000 | +5.7% | 18,431 | -2.6% | 1.60% | -11.6% |
VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $4,738,000 | +17.1% | 30,967 | +8.0% | 1.50% | -2.0% |
NFLX | Sell | NETFLIX INC | $4,569,000 | -11.0% | 8,899 | -6.3% | 1.45% | -25.5% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $4,350,000 | +36.7% | 1,849 | +1.8% | 1.38% | +14.4% |
ARKG | Buy | ARK ETF TRgenomic rev etf | $4,337,000 | -2.8% | 48,805 | +2.0% | 1.37% | -18.6% |
ARKK | Buy | ARK ETF TRinnovation etf | $4,335,000 | +11.1% | 35,895 | +14.5% | 1.37% | -7.0% |
QQQ | Sell | INVESCO QQQ TRunit ser 1 | $4,287,000 | +0.8% | 12,684 | -6.4% | 1.36% | -15.7% |
NVDA | Sell | NVIDIA CORPORATION | $3,926,000 | -4.2% | 6,541 | -16.7% | 1.24% | -19.9% |
DGRW | Buy | WISDOMTREE TRus qtly div grt | $3,807,000 | +15.7% | 65,078 | +6.7% | 1.20% | -3.2% |
VOOG | Sell | VANGUARD ADMIRAL FDS INC500 grth idx f | $3,801,000 | +5.7% | 15,149 | -3.1% | 1.20% | -11.6% |
FB | Buy | FACEBOOK INCcl a | $3,530,000 | +46.7% | 10,867 | +23.4% | 1.12% | +22.7% |
TSLA | Buy | TESLA INC | $3,439,000 | +34.7% | 4,848 | +34.0% | 1.09% | +12.7% |
AMD | Sell | ADVANCED MICRO DEVICES INC | $3,333,000 | -17.4% | 40,837 | -7.1% | 1.06% | -30.9% |
IVV | Buy | ISHARES TRcore s&p500 etf | $2,937,000 | +14.3% | 7,010 | +2.4% | 0.93% | -4.3% |
FTGC | Buy | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $2,798,000 | +811.4% | 124,300 | +683.5% | 0.89% | +663.8% |
HD | Buy | HOME DEPOT INC | $2,779,000 | +55.2% | 8,564 | +27.0% | 0.88% | +30.0% |
DLN | Sell | WISDOMTREE TRus largecap divd | $2,689,000 | +4.6% | 22,728 | -5.0% | 0.85% | -12.5% |
VTV | Buy | VANGUARD INDEX FDSvalue etf | $2,687,000 | +14.8% | 19,764 | +0.5% | 0.85% | -3.8% |
SIGI | SELECTIVE INS GROUP INC | $2,687,000 | +13.7% | 35,295 | 0.0% | 0.85% | -4.8% | |
SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $2,665,000 | +3.6% | 44,087 | -3.6% | 0.84% | -13.3% |
NOBL | Buy | PROSHARES TRs&p 500 dv arist | $2,647,000 | +30.2% | 29,397 | +15.5% | 0.84% | +9.0% |
IHDG | Sell | WISDOMTREE TRitl hdg qtly div | $2,570,000 | +4.7% | 60,376 | -3.2% | 0.81% | -12.3% |
KEMQ | Buy | KRANESHARES TRemrng mkt cons | $2,542,000 | +7.8% | 76,828 | +6.3% | 0.80% | -9.8% |
FVD | Buy | FIRST TR VALUE LINE DIVID IN | $2,400,000 | +37.1% | 60,840 | +21.9% | 0.76% | +14.8% |
VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $2,388,000 | +6.2% | 10,594 | -0.1% | 0.76% | -11.2% |
XSOE | Buy | WISDOMTREE TRem ex st-owned | $2,382,000 | +14.9% | 57,846 | +10.6% | 0.75% | -3.9% |
PSCH | Buy | INVESCO EXCH TRADED FD TR IIs&p smlcp helt | $2,371,000 | +15.9% | 12,690 | +5.4% | 0.75% | -3.0% |
JNJ | Buy | JOHNSON & JOHNSON | $2,284,000 | +22.7% | 13,998 | +18.4% | 0.72% | +2.7% |
VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $2,265,000 | +5.4% | 7,956 | -0.9% | 0.72% | -11.8% |
SPIP | Buy | SPDR SER TRportfli tips etf | $2,178,000 | +6.6% | 70,501 | +7.5% | 0.69% | -10.9% |
JPST | Buy | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $2,108,000 | +15.6% | 41,524 | +15.7% | 0.67% | -3.3% |
IHI | Sell | ISHARES TRu.s. med dvc etf | $2,046,000 | +4.1% | 5,773 | -3.9% | 0.65% | -12.9% |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $2,021,000 | +17.4% | 4,842 | +5.2% | 0.64% | -1.7% |
SMDV | Buy | PROSHARES TRruss 2000 divd | $1,957,000 | +40.1% | 29,570 | +21.5% | 0.62% | +17.2% |
AGGY | Buy | WISDOMTREE TRyield enhancd us | $1,932,000 | +6.6% | 37,382 | +10.8% | 0.61% | -10.7% |
MTUM | Sell | ISHARES TRmsci usa mmentm | $1,923,000 | +0.4% | 11,168 | -6.0% | 0.61% | -15.9% |
FTSM | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $1,893,000 | +19.9% | 31,567 | +20.1% | 0.60% | +0.3% |
FSR | Buy | FISKER INC | $1,882,000 | -7.7% | 143,480 | +3.1% | 0.60% | -22.7% |
GOVT | Buy | ISHARES TRus treas bd etf | $1,841,000 | +8.2% | 69,848 | +11.8% | 0.58% | -9.3% |
PG | Buy | PROCTER AND GAMBLE CO | $1,705,000 | +12.1% | 12,760 | +16.8% | 0.54% | -6.1% |
SPIB | Buy | SPDR SER TRportfolio intrmd | $1,652,000 | +8.1% | 45,302 | +10.2% | 0.52% | -9.5% |
FPE | Sell | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $1,633,000 | -6.5% | 80,331 | -7.1% | 0.52% | -21.7% |
XMMO | Buy | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $1,605,000 | +9.5% | 18,751 | +0.1% | 0.51% | -8.5% |
FTSL | Buy | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $1,598,000 | +339.0% | 33,376 | +336.5% | 0.51% | +266.7% |
ROKU | Sell | ROKU INC | $1,590,000 | +1.9% | 4,637 | -1.4% | 0.50% | -14.7% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,547,000 | +41.1% | 5,612 | +18.7% | 0.49% | +18.1% |
SPTI | Buy | SPDR SER TRportfli intrmdit | $1,515,000 | +12.3% | 46,934 | +15.0% | 0.48% | -5.9% |
MRK | Sell | MERCK & CO. INC | $1,502,000 | -16.0% | 20,162 | -7.8% | 0.48% | -29.7% |
VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $1,473,000 | +13.5% | 10,449 | -4.2% | 0.47% | -5.1% |
BX | Buy | BLACKSTONE GROUP INC | $1,472,000 | +40.7% | 16,633 | +3.0% | 0.47% | +17.7% |
SPLB | Buy | SPDR SER TRportfolio ln cor | $1,470,000 | -3.0% | 48,102 | +5.0% | 0.46% | -18.8% |
MCD | Buy | MCDONALDS CORP | $1,404,000 | +30.2% | 5,947 | +18.4% | 0.44% | +8.8% |
FTLS | Buy | FIRST TR EXCH TRADED FD IIIlng/sht equity | $1,368,000 | +28.9% | 29,217 | +20.0% | 0.43% | +8.0% |
BLK | Buy | BLACKROCK INC | $1,339,000 | +136.6% | 1,627 | +107.5% | 0.42% | +98.1% |
BAC | Buy | BK OF AMERICA CORP | $1,326,000 | +111.8% | 32,718 | +58.3% | 0.42% | +77.2% |
IBND | Buy | SPDR SER TRblombrg brc intl | $1,324,000 | +3.8% | 36,105 | +7.3% | 0.42% | -13.3% |
DGS | Buy | WISDOMTREE TRemg mkts smcap | $1,299,000 | +17.3% | 24,244 | +4.5% | 0.41% | -1.9% |
VGT | Sell | VANGUARD WORLD FDSinf tech etf | $1,247,000 | -0.3% | 3,309 | -6.4% | 0.40% | -16.5% |
VZ | Sell | VERIZON COMMUNICATIONS INC | $1,238,000 | -17.5% | 21,425 | -16.1% | 0.39% | -31.0% |
HYLS | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $1,220,000 | -35.2% | 25,112 | -35.0% | 0.39% | -45.8% |
AXP | Buy | AMERICAN EXPRESS CO | $1,211,000 | +39.5% | 7,895 | +10.0% | 0.38% | +16.8% |
FALN | Buy | ISHARES TRfaln angls usd | $1,198,000 | +6.9% | 40,647 | +6.7% | 0.38% | -10.6% |
NKE | Sell | NIKE INCcl b | $1,198,000 | -7.4% | 9,030 | -1.3% | 0.38% | -22.5% |
IVW | Sell | ISHARES TRs&p 500 grwt etf | $1,166,000 | +5.2% | 16,757 | -3.5% | 0.37% | -11.9% |
DE | Buy | DEERE & CO | $1,144,000 | +117.1% | 3,077 | +57.0% | 0.36% | +81.9% |
REGL | Buy | PROSHARES TRs&p mdcp 400 div | $1,135,000 | +83.7% | 15,634 | +59.2% | 0.36% | +53.4% |
WFC | Sell | WELLS FARGO CO NEW | $1,126,000 | +49.3% | 24,983 | -0.0% | 0.36% | +24.9% |
PFM | Sell | INVESCO EXCHANGE TRADED FD Tdivid achievev | $1,095,000 | +3.4% | 30,501 | -5.3% | 0.35% | -13.5% |
ADP | AUTOMATIC DATA PROCESSING IN | $1,090,000 | +6.1% | 5,830 | 0.0% | 0.34% | -11.1% | |
PSLV | Buy | SPROTT PHYSICAL SILVER TRtr unit | $1,074,000 | +371.1% | 114,500 | +369.3% | 0.34% | +295.3% |
SPTM | Buy | SPDR SER TRportfoli s&p1500 | $1,069,000 | +12.4% | 20,691 | +0.2% | 0.34% | -6.1% |
GOOG | Sell | ALPHABET INCcap stk cl c | $1,068,000 | +31.0% | 443 | -4.7% | 0.34% | +9.7% |
DJP | Buy | BARCLAYS BANK PLCdjubs cmdt etn36 | $1,068,000 | +56.1% | 41,109 | +31.6% | 0.34% | +30.5% |
VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $1,048,000 | +20.2% | 6,087 | -0.7% | 0.33% | +0.6% |
IMCG | Buy | ISHARES TRmrgstr md cp grw | $1,026,000 | +22.3% | 15,421 | +603.2% | 0.32% | +2.5% |
XMLV | Sell | INVESCO EXCH TRADED FD TR IIs&p midcp low | $1,012,000 | +2.0% | 18,725 | -9.2% | 0.32% | -14.7% |
JPM | Buy | JPMORGAN CHASE & CO | $1,003,000 | +37.0% | 6,525 | +13.3% | 0.32% | +14.8% |
VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $1,001,000 | +6.5% | 16,084 | -0.2% | 0.32% | -11.0% |
TWLO | Sell | TWILIO INCcl a | $974,000 | +3.2% | 2,648 | -5.1% | 0.31% | -13.7% |
PEP | Sell | PEPSICO INC | $968,000 | -4.6% | 6,709 | -2.0% | 0.31% | -20.3% |
LOW | Buy | LOWES COS INC | $963,000 | +119.4% | 4,879 | +78.4% | 0.30% | +83.7% |
WMT | Buy | WALMART INC | $960,000 | +12.4% | 6,851 | +15.7% | 0.30% | -5.9% |
SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $956,000 | +104.7% | 26,224 | +89.5% | 0.30% | +71.2% |
PFIG | Buy | INVESCO EXCH TRADED FD TR IIfndmntl ig crp | $954,000 | +10.3% | 35,615 | +13.1% | 0.30% | -7.6% |
PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $953,000 | +8.3% | 15,089 | +0.0% | 0.30% | -9.3% |
USFR | Buy | WISDOMTREE TRfloatng rat trea | $947,000 | +0.1% | 37,714 | +0.1% | 0.30% | -16.2% |
SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $943,000 | +5.1% | 21,250 | -0.2% | 0.30% | -11.8% |
TMO | Buy | THERMO FISHER SCIENTIFIC INC | $941,000 | +19.9% | 2,001 | +18.8% | 0.30% | +0.3% |
V | Sell | VISA INC | $932,000 | -9.3% | 3,993 | -15.1% | 0.30% | -24.2% |
SITE | Buy | SITEONE LANDSCAPE SUPPLY INC | $932,000 | +13.8% | 5,198 | +0.7% | 0.30% | -4.8% |
DIS | Buy | DISNEY WALT CO | $930,000 | +22.2% | 4,999 | +19.1% | 0.29% | +2.1% |
T | Buy | AT&T INC | $925,000 | +39.9% | 29,450 | +28.2% | 0.29% | +17.2% |
CL | Buy | COLGATE PALMOLIVE CO | $918,000 | +13.8% | 11,373 | +20.6% | 0.29% | -4.6% |
SQ | Buy | SQUARE INCcl a | $910,000 | +24.0% | 3,716 | +10.2% | 0.29% | +3.6% |
SMLV | Sell | SPDR SER TRssga us smal etf | $892,000 | +9.9% | 7,828 | -7.8% | 0.28% | -8.1% |
IJR | Buy | ISHARES TRcore s&p scp etf | $890,000 | +28.2% | 8,053 | +6.7% | 0.28% | +7.2% |
SPYD | Buy | SPDR SER TRprtflo s&p500 hi | $887,000 | +26.4% | 22,047 | +3.4% | 0.28% | +5.6% |
F | New | FORD MTR CO DEL | $875,000 | – | 75,703 | +100.0% | 0.28% | – |
New | IDEAL PWR INC | $873,000 | – | 92,350 | +100.0% | 0.28% | – | |
CAT | Buy | CATERPILLAR INC | $850,000 | +71.4% | 3,725 | +36.6% | 0.27% | +43.1% |
IWF | Sell | ISHARES TRrus 1000 grw etf | $848,000 | +1.8% | 3,265 | -5.5% | 0.27% | -14.9% |
MA | Buy | MASTERCARD INCORPORATEDcl a | $834,000 | +41.6% | 2,190 | +32.8% | 0.26% | +18.4% |
TIP | Sell | ISHARES TRtips bd etf | $830,000 | -3.8% | 6,536 | -3.3% | 0.26% | -19.3% |
CRM | Sell | SALESFORCE COM INC | $817,000 | -21.5% | 3,552 | -24.1% | 0.26% | -34.3% |
MREO | New | MEREO BIOPHARMA GROUP PLCads | $812,000 | – | 228,725 | +100.0% | 0.26% | – |
ABT | Buy | ABBOTT LABS | $808,000 | +79.2% | 6,739 | +63.6% | 0.26% | +49.7% |
SBUX | Buy | STARBUCKS CORP | $795,000 | +22.5% | 6,943 | +14.5% | 0.25% | +2.9% |
LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $788,000 | -26.6% | 15,397 | -26.2% | 0.25% | -38.7% |
BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $757,000 | -8.7% | 8,881 | -5.5% | 0.24% | -23.6% |
USRT | Buy | ISHARES TRcre u s reit etf | $739,000 | +24.8% | 13,069 | +6.9% | 0.23% | +4.5% |
NYCB | Buy | NEW YORK CMNTY BANCORP INC | $720,000 | +126.4% | 60,170 | +99.4% | 0.23% | +90.0% |
ONEO | Buy | SPDR SER TRrussell momentum | $715,000 | +15.0% | 7,322 | +0.1% | 0.23% | -3.8% |
DEF | Sell | INVESCO EXCH TRD SLF IDX FDdefensive eqty | $713,000 | +0.8% | 11,202 | -6.3% | 0.23% | -15.4% |
IWM | Buy | ISHARES TRrussell 2000 etf | $694,000 | +26.0% | 3,084 | +9.8% | 0.22% | +5.8% |
SLYV | Sell | SPDR SER TRs&p 600 smcp val | $693,000 | +11.4% | 8,316 | -11.5% | 0.22% | -6.8% |
LUV | New | SOUTHWEST AIRLS CO | $692,000 | – | 11,023 | +100.0% | 0.22% | – |
BA | Buy | BOEING CO | $690,000 | +65.5% | 2,944 | +51.1% | 0.22% | +38.0% |
FBRX | New | FORTE BIOSCIENCES INC | $689,000 | – | 19,030 | +100.0% | 0.22% | – |
RH | RH | $680,000 | +53.8% | 988 | 0.0% | 0.22% | +28.7% | |
AMGN | Sell | AMGEN INC | $679,000 | -2.6% | 2,835 | -6.5% | 0.22% | -18.6% |
CVS | Buy | CVS HEALTH CORP | $677,000 | +60.0% | 8,809 | +42.3% | 0.21% | +33.8% |
FSK | Sell | FS KKR CAP CORP | $669,000 | +13.8% | 32,155 | -9.4% | 0.21% | -4.5% |
COST | Sell | COSTCO WHSL CORP NEW | $663,000 | -5.0% | 1,783 | -3.8% | 0.21% | -20.5% |
IVE | Buy | ISHARES TRs&p 500 val etf | $654,000 | +20.2% | 4,470 | +5.2% | 0.21% | +0.5% |
PFE | Sell | PFIZER INC | $652,000 | +4.7% | 16,761 | -1.0% | 0.21% | -12.7% |
VOO | Buy | VANGUARD INDEX FDS | $646,000 | +28.4% | 1,684 | +15.1% | 0.20% | +7.4% |
LULU | Sell | LULULEMON ATHLETICA INC | $646,000 | -18.1% | 1,926 | -15.0% | 0.20% | -31.5% |
GPN | GLOBAL PMTS INC | $637,000 | -0.3% | 2,966 | 0.0% | 0.20% | -16.5% | |
SHAG | Buy | WISDOMTREE TRyield enhanced | $634,000 | +9.5% | 12,409 | +10.2% | 0.20% | -8.2% |
IJK | Sell | ISHARES TRs&p mc 400gr etf | $621,000 | +4.5% | 7,626 | -7.2% | 0.20% | -12.4% |
TDOC | New | TELADOC HEALTH INC | $621,000 | – | 3,690 | +100.0% | 0.20% | – |
GLD | Buy | SPDR GOLD TR | $615,000 | +31.1% | 3,714 | +41.3% | 0.20% | +10.2% |
IBM | Buy | INTERNATIONAL BUSINESS MACHS | $610,000 | +21.0% | 4,292 | +7.2% | 0.19% | +1.0% |
RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $604,000 | +17.3% | 7,252 | +0.6% | 0.19% | -2.1% |
IJH | Sell | ISHARES TRcore s&p mcp etf | $603,000 | +16.0% | 2,219 | -1.9% | 0.19% | -3.0% |
VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $596,000 | +11.6% | 5,750 | -1.4% | 0.19% | -6.4% |
XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $598,000 | +76.4% | 3,344 | +58.6% | 0.19% | +47.7% |
MDYV | Sell | SPDR SER TRs&p 400 mdcp val | $598,000 | +13.5% | 8,729 | -8.1% | 0.19% | -5.0% |
CSCO | Buy | CISCO SYS INC | $593,000 | +39.9% | 11,641 | +22.8% | 0.19% | +17.5% |
HSY | HERSHEY CO | $590,000 | +7.9% | 3,590 | 0.0% | 0.19% | -9.7% | |
VB | Sell | VANGUARD INDEX FDSsmall cp etf | $579,000 | +8.2% | 2,604 | -5.2% | 0.18% | -9.4% |
SCHG | New | SCHWAB STRATEGIC TRus lcap gr etf | $573,000 | – | 4,102 | +100.0% | 0.18% | – |
UNH | Sell | UNITEDHEALTH GROUP INC | $567,000 | +6.2% | 1,422 | -6.6% | 0.18% | -11.4% |
QCOM | Buy | QUALCOMM INC | $566,000 | +26.6% | 4,080 | +39.1% | 0.18% | +5.9% |
MGK | Buy | VANGUARD WORLD FDmega grwth ind | $549,000 | +10.9% | 2,475 | +2.0% | 0.17% | -7.0% |
RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $545,000 | – | 3,674 | +100.0% | 0.17% | – |
SPLG | Buy | SPDR SER TRportfolio s&p500 | $539,000 | +12.3% | 10,988 | +0.6% | 0.17% | -6.0% |
EPS | New | WISDOMTREE TRus largecap fund | $541,000 | – | 11,952 | +100.0% | 0.17% | – |
VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $533,000 | +12.7% | 5,375 | -3.5% | 0.17% | -5.6% |
PDP | New | INVESCO EXCHANGE TRADED FD Tdwa momentum | $532,000 | – | 6,080 | +100.0% | 0.17% | – |
KO | Buy | COCA COLA CO | $523,000 | +25.7% | 9,672 | +27.4% | 0.17% | +5.7% |
VNLA | Buy | JANUS DETROIT STR TRhendrsn shrt etf | $520,000 | +3.0% | 10,356 | +3.5% | 0.16% | -13.6% |
FPX | Buy | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $512,000 | +76.6% | 4,128 | +68.3% | 0.16% | +47.3% |
BMY | Buy | BRISTOL-MYERS SQUIBB CO | $513,000 | +6.0% | 8,211 | +5.3% | 0.16% | -11.5% |
ISCG | Buy | ISHARES TRmrgstr sm cp gr | $508,000 | +59.7% | 9,862 | +841.0% | 0.16% | +34.2% |
UVSP | Sell | UNIVEST FINANCIAL CORPORATIO | $503,000 | +2.2% | 18,000 | -24.7% | 0.16% | -14.5% |
FTHI | FIRST TR EXCHANGE-TRADED FDbuywrit incm etf | $492,000 | +5.8% | 23,057 | 0.0% | 0.16% | -11.4% | |
SNSR | Sell | GLOBAL X FDSinternet of thng | $483,000 | +5.7% | 14,150 | -1.6% | 0.15% | -11.6% |
C | Sell | CITIGROUP INC | $484,000 | +14.2% | 6,789 | -1.3% | 0.15% | -4.4% |
ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $483,000 | -4.5% | 951 | -5.9% | 0.15% | -19.9% |
CLOU | Sell | GLOBAL X FDS | $480,000 | -5.9% | 17,632 | -3.6% | 0.15% | -21.2% |
HON | Buy | HONEYWELL INTL INC | $480,000 | +9.8% | 2,152 | +4.7% | 0.15% | -7.9% |
NOC | New | NORTHROP GRUMMAN CORP | $480,000 | – | 1,355 | +100.0% | 0.15% | – |
BIV | Sell | VANGUARD BD INDEX FDSintermed term | $479,000 | -4.6% | 5,371 | -0.6% | 0.15% | -20.0% |
MILN | Sell | GLOBAL X FDSmill themc etf | $481,000 | +9.1% | 11,540 | -2.0% | 0.15% | -9.0% |
AMP | AMERIPRISE FINL INC | $474,000 | +33.1% | 1,834 | 0.0% | 0.15% | +11.1% | |
WM | New | WASTE MGMT INC DEL | $470,000 | – | 3,373 | +100.0% | 0.15% | – |
XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $466,000 | +5.9% | 3,839 | -1.1% | 0.15% | -10.8% |
BAH | Buy | BOOZ ALLEN HAMILTON HLDG CORcl a | $469,000 | -3.3% | 5,648 | +1.6% | 0.15% | -19.1% |
VEA | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $465,000 | +7.1% | 9,183 | 0.0% | 0.15% | -10.4% | |
DOCU | Sell | DOCUSIGN INC | $458,000 | -6.9% | 2,055 | -7.2% | 0.14% | -22.0% |
QCLN | New | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $458,000 | – | 7,066 | +100.0% | 0.14% | – |
DLS | Buy | WISDOMTREE TRintl smcap div | $457,000 | +45.1% | 6,118 | +32.4% | 0.14% | +21.8% |
GMTX | New | GEMINI THERAPEUTICS INC | $454,000 | – | 38,850 | +100.0% | 0.14% | – |
VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $454,000 | +9.4% | 6,875 | -0.2% | 0.14% | -8.3% |
ASXC | New | ASENSUS SURGICAL INC | $451,000 | – | 215,200 | +100.0% | 0.14% | – |
AMPG | New | AMPLITECH GROUP INC | $451,000 | – | 74,150 | +100.0% | 0.14% | – |
FDN | Buy | FIRST TR EXCHANGE-TRADED FDdj internt idx | $448,000 | +15.8% | 1,957 | +7.3% | 0.14% | -2.7% |
VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $445,000 | +4.7% | 8,405 | -1.0% | 0.14% | -12.4% |
SWKS | New | SKYWORKS SOLUTIONS INC | $442,000 | – | 2,437 | +100.0% | 0.14% | – |
GM | New | GENERAL MTRS CO | $443,000 | – | 7,745 | +100.0% | 0.14% | – |
LMT | New | LOCKHEED MARTIN CORP | $441,000 | – | 1,159 | +100.0% | 0.14% | – |
KSU | Buy | KANSAS CITY SOUTHERN | $438,000 | +75.2% | 1,498 | +22.5% | 0.14% | +46.3% |
EMB | Buy | ISHARES TRjpmorgan usd emg | $439,000 | -2.7% | 3,954 | +1.7% | 0.14% | -18.7% |
ACN | Buy | ACCENTURE PLC IRELAND | $439,000 | +44.9% | 1,513 | +30.5% | 0.14% | +20.9% |
AVGO | Buy | BROADCOM INC | $437,000 | +9.2% | 957 | +4.8% | 0.14% | -8.6% |
DLTR | Buy | DOLLAR TREE INC | $437,000 | +61.3% | 3,799 | +51.2% | 0.14% | +34.0% |
IWD | Sell | ISHARES TRrus 1000 val etf | $435,000 | +3.1% | 2,759 | -10.6% | 0.14% | -13.8% |
DKNG | Sell | DRAFTKINGS INC | $432,000 | -63.2% | 7,625 | -69.7% | 0.14% | -69.1% |
UBER | New | UBER TECHNOLOGIES INC | $434,000 | – | 7,920 | +100.0% | 0.14% | – |
IEFA | ISHARES TRcore msci eafe | $433,000 | +7.4% | 5,827 | 0.0% | 0.14% | -9.9% | |
HIMX | New | HIMAX TECHNOLOGIES INCsponsored adr | $429,000 | – | 32,705 | +100.0% | 0.14% | – |
EFAX | Buy | SPDR INDEX SHS FDSmsci eafe fs etf | $426,000 | +14.2% | 5,147 | +7.6% | 0.14% | -4.3% |
PAVE | New | GLOBAL X FDSus infr dev etf | $426,000 | – | 16,488 | +100.0% | 0.14% | – |
AOA | Buy | ISHARES TRaggres alloc etf | $423,000 | +8.2% | 6,123 | +0.4% | 0.13% | -9.5% |
PTH | Sell | INVESCO EXCHANGE TRADED FD Tdwa healthcare | $419,000 | -8.9% | 2,681 | -6.7% | 0.13% | -23.6% |
RPV | New | INVESCO EXCHANGE TRADED FD Ts&p500 pur val | $417,000 | – | 5,423 | +100.0% | 0.13% | – |
QQQJ | Buy | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $414,000 | +45.3% | 12,548 | +36.1% | 0.13% | +21.3% |
KMX | Buy | CARMAX INC | $415,000 | +86.1% | 3,090 | +30.7% | 0.13% | +56.0% |
CABO | Buy | CABLE ONE INC | $413,000 | -16.6% | 231 | +4.1% | 0.13% | -29.9% |
DGRO | Buy | ISHARES TRcore div grwth | $408,000 | +21.4% | 8,169 | +9.0% | 0.13% | +1.6% |
UPS | New | UNITED PARCEL SERVICE INCcl b | $406,000 | – | 1,963 | +100.0% | 0.13% | – |
ARKF | New | ARK ETF TRfintech innova | $404,000 | – | 7,734 | +100.0% | 0.13% | – |
CMCSA | Sell | COMCAST CORP NEWcl a | $404,000 | -37.6% | 7,187 | -41.8% | 0.13% | -47.8% |
MO | Buy | ALTRIA GROUP INC | $398,000 | +44.7% | 8,306 | +24.0% | 0.13% | +21.2% |
FDX | Buy | FEDEX CORP | $396,000 | +27.3% | 1,346 | +12.4% | 0.12% | +5.9% |
XHB | Buy | SPDR SER TRs&p homebuild | $393,000 | +42.9% | 5,220 | +9.5% | 0.12% | +19.2% |
EPD | New | ENTERPRISE PRODS PARTNERS L | $392,000 | – | 17,028 | +100.0% | 0.12% | – |
CWEN | Buy | CLEARWAY ENERGY INCcl c | $382,000 | +17.2% | 13,302 | +30.4% | 0.12% | -1.6% |
BBIN | New | J P MORGAN EXCHANGE-TRADED Fbetabuilders i | $382,000 | – | 6,470 | +100.0% | 0.12% | – |
NNDM | New | NANO DIMENSION LTDsponsord ads new | $383,000 | – | 52,200 | +100.0% | 0.12% | – |
NEE | Sell | NEXTERA ENERGY INC | $378,000 | -1.3% | 4,875 | -1.9% | 0.12% | -17.2% |
ITRM | New | ITERUM THERAPEUTICS PLC | $373,000 | – | 303,500 | +100.0% | 0.12% | – |
USMV | Sell | ISHARES TRmsci usa min vol | $373,000 | +0.8% | 5,186 | -4.9% | 0.12% | -15.7% |
HIPS | New | GRANITESHARES ETF TRhips us high inc | $372,000 | – | 24,700 | +100.0% | 0.12% | – |
ED | CONSOLIDATED EDISON INC | $370,000 | +6.9% | 4,781 | 0.0% | 0.12% | -10.7% | |
UNP | New | UNION PAC CORP | $366,000 | – | 1,644 | +100.0% | 0.12% | – |
IWP | ISHARES TRrus md cp gr etf | $362,000 | +4.6% | 3,366 | 0.0% | 0.12% | -12.2% | |
PCI | PIMCO DYNAMIC CR INCOME FD | $363,000 | +8.4% | 15,800 | 0.0% | 0.12% | -9.4% | |
ICVT | Buy | ISHARES TRconv bd etf | $364,000 | +4.3% | 3,621 | +0.1% | 0.12% | -12.9% |
PAVM | New | PAVMED INC | $362,000 | – | 79,300 | +100.0% | 0.12% | – |
USMF | New | WISDOMTREE TRus multifactor | $359,000 | – | 9,255 | +100.0% | 0.11% | – |
CVX | New | CHEVRON CORP NEW | $361,000 | – | 3,496 | +100.0% | 0.11% | – |
LTHM | New | LIVENT CORP | $360,000 | – | 19,993 | +100.0% | 0.11% | – |
PTLC | Sell | PACER FDS TRtrendp us lar cp | $351,000 | +8.0% | 9,593 | -3.3% | 0.11% | -9.8% |
GSAH | New | GS ACQUISITION HLDGS CORP II | $351,000 | – | 33,970 | +100.0% | 0.11% | – |
EXC | EXELON CORP | $352,000 | +6.3% | 7,834 | 0.0% | 0.11% | -11.2% | |
XOM | Buy | EXXON MOBIL CORP | $347,000 | +46.4% | 6,065 | +5.4% | 0.11% | +22.2% |
GSY | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $346,000 | -0.3% | 6,851 | 0.0% | 0.11% | -16.0% | |
XLK | Sell | SELECT SECTOR SPDR TRtechnology | $345,000 | +4.9% | 2,469 | -2.5% | 0.11% | -12.1% |
TFC | Buy | TRUIST FINL CORP | $345,000 | +25.9% | 5,811 | +1.7% | 0.11% | +4.8% |
EBAY | Buy | EBAY INC. | $342,000 | +34.6% | 6,082 | +20.2% | 0.11% | +12.5% |
EXAS | New | EXACT SCIENCES CORP | $341,000 | – | 2,625 | +100.0% | 0.11% | – |
PKO | PIMCO INCOME OPPORTUNITY FD | $338,000 | +7.0% | 12,500 | 0.0% | 0.11% | -10.8% | |
VPL | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $334,000 | +3.1% | 4,076 | 0.0% | 0.11% | -13.8% | |
ACWF | Sell | ISHARES TRmsci gbl multifc | $333,000 | +9.9% | 8,855 | -1.6% | 0.10% | -8.7% |
ECL | ECOLAB INC | $330,000 | +3.8% | 1,472 | 0.0% | 0.10% | -13.3% | |
BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $329,000 | -26.2% | 4,001 | -25.7% | 0.10% | -38.5% |
PANW | PALO ALTO NETWORKS INC | $327,000 | -0.6% | 926 | 0.0% | 0.10% | -16.1% | |
DBC | Sell | INVESCO DB COMMDY INDX TRCKunit | $330,000 | +18.7% | 18,422 | -2.7% | 0.10% | -1.0% |
IWS | ISHARES TRrus mdcp val etf | $325,000 | +18.2% | 2,837 | 0.0% | 0.10% | -1.0% | |
FXH | New | FIRST TR EXCHANGE TRADED FDhlth care alph | $325,000 | – | 2,835 | +100.0% | 0.10% | – |
RGR | Buy | STURM RUGER & CO INC | $326,000 | +35.3% | 4,990 | +34.9% | 0.10% | +13.2% |
FTCS | Sell | FIRST TR EXCHANGE-TRADED FDcap strength etf | $323,000 | -13.6% | 4,371 | -21.1% | 0.10% | -27.7% |
DES | Sell | WISDOMTREE TRus smallcap divd | $318,000 | +16.5% | 9,984 | -2.6% | 0.10% | -1.9% |
SPAB | Sell | SPDR SER TRportfolio agrgte | $320,000 | -30.3% | 10,720 | -28.1% | 0.10% | -42.0% |
CP | New | CANADIAN PAC RY LTD | $320,000 | – | 856 | +100.0% | 0.10% | – |
PENN | Buy | PENN NATL GAMING INC | $315,000 | +35.8% | 3,518 | +31.0% | 0.10% | +13.6% |
CMG | CHIPOTLE MEXICAN GRILL INC | $313,000 | +7.6% | 210 | 0.0% | 0.10% | -10.0% | |
NSC | New | NORFOLK SOUTHN CORP | $314,000 | – | 1,118 | +100.0% | 0.10% | – |
SPMO | Buy | INVESCO EXCH TRADED FD TR IIs&p 500 momntm | $309,000 | +9.2% | 5,534 | +3.6% | 0.10% | -8.4% |
KPTI | Buy | KARYOPHARM THERAPEUTICS INC | $306,000 | +14.6% | 32,765 | +90.2% | 0.10% | -4.0% |
GD | Buy | GENERAL DYNAMICS CORP | $307,000 | +33.5% | 1,613 | +4.3% | 0.10% | +11.5% |
HYG | Sell | ISHARES TRiboxx hi yd etf | $302,000 | -1.3% | 3,450 | -1.7% | 0.10% | -17.2% |
ICSH | ISHARES TRblackrock ultra | $301,000 | 0.0% | 5,950 | 0.0% | 0.10% | -16.7% | |
WCLD | New | WISDOMTREE TR | $300,000 | – | 5,854 | +100.0% | 0.10% | – |
SHOP | Buy | SHOPIFY INCcl a | $300,000 | +6.8% | 254 | +2.4% | 0.10% | -10.4% |
USAI | New | PACER FDS TRamercn enrgy ind | $297,000 | – | 13,194 | +100.0% | 0.09% | – |
TJX | Buy | TJX COS INC NEW | $297,000 | +4.6% | 4,179 | +0.4% | 0.09% | -12.1% |
MMM | Sell | 3M CO | $295,000 | -6.9% | 1,492 | -17.8% | 0.09% | -22.5% |
ORCL | New | ORACLE CORP | $294,000 | – | 3,860 | +100.0% | 0.09% | – |
ABBV | Buy | ABBVIE INC | $287,000 | +22.1% | 2,564 | +17.1% | 0.09% | +2.2% |
ETN | New | EATON CORP PLC | $287,000 | – | 2,007 | +100.0% | 0.09% | – |
HDV | Sell | ISHARES TRcore high dv etf | $285,000 | +7.1% | 2,980 | -1.7% | 0.09% | -10.9% |
FYX | Sell | FIRST TR SML CP CORE ALPHA F | $283,000 | +9.3% | 3,072 | -8.8% | 0.09% | -8.2% |
VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $277,000 | +7.4% | 3,354 | +8.2% | 0.09% | -10.2% |
VO | Sell | VANGUARD INDEX FDSmid cap etf | $275,000 | +7.0% | 1,186 | -4.5% | 0.09% | -10.3% |
PLTR | Sell | PALANTIR TECHNOLOGIES INCcl a | $275,000 | -21.9% | 11,950 | -20.1% | 0.09% | -34.6% |
SOL | New | RENESOLA LTDsponsored ads | $271,000 | – | 28,100 | +100.0% | 0.09% | – |
SRVR | New | PACER FDS TRbnchmrk infra | $266,000 | – | 6,915 | +100.0% | 0.08% | – |
FLOT | New | ISHARES TRfltg rate nt etf | $266,000 | – | 5,235 | +100.0% | 0.08% | – |
KOPN | New | KOPIN CORP | $262,000 | – | 31,870 | +100.0% | 0.08% | – |
EEM | New | ISHARES TRmsci emg mkt etf | $263,000 | – | 4,876 | +100.0% | 0.08% | – |
LVS | Buy | LAS VEGAS SANDS CORP | $258,000 | +3.2% | 4,210 | +0.5% | 0.08% | -13.7% |
AMT | Sell | AMERICAN TOWER CORP NEW | $259,000 | -8.2% | 1,016 | -19.0% | 0.08% | -23.4% |
BUG | New | GLOBAL X FDScybrscurty etf | $257,000 | – | 9,556 | +100.0% | 0.08% | – |
AAP | New | ADVANCE AUTO PARTS INC | $255,000 | – | 1,269 | +100.0% | 0.08% | – |
PLAT | New | WISDOMTREE TRgrowth leaders | $254,000 | – | 5,387 | +100.0% | 0.08% | – |
INTC | Sell | INTEL CORP | $253,000 | +11.0% | 4,398 | -3.8% | 0.08% | -7.0% |
RDVY | New | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $253,000 | – | 5,300 | +100.0% | 0.08% | – |
HERO | New | GLOBAL X FDSvdeo gam esprt | $251,000 | – | 7,740 | +100.0% | 0.08% | – |
RMO | Buy | ROMEO POWER INC | $251,000 | -29.3% | 29,200 | +84.8% | 0.08% | -41.0% |
PEGA | PEGASYSTEMS INC | $251,000 | -4.6% | 1,974 | 0.0% | 0.08% | -20.2% | |
IJJ | Sell | ISHARES TRs&p mc 400vl etf | $242,000 | +9.5% | 2,264 | -11.7% | 0.08% | -8.3% |
GS | New | GOLDMAN SACHS GROUP INC | $242,000 | – | 695 | +100.0% | 0.08% | – |
ARKQ | Buy | ARK ETF TRautnmus technlgy | $239,000 | +13.8% | 2,858 | +3.6% | 0.08% | -3.8% |
TGT | New | TARGET CORP | $239,000 | – | 1,151 | +100.0% | 0.08% | – |
PRTS | New | CARPARTS COM INC | $237,000 | – | 13,700 | +100.0% | 0.08% | – |
DON | New | WISDOMTREE TRus midcap divid | $235,000 | – | 5,580 | +100.0% | 0.07% | – |
VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $235,000 | +9.3% | 2,317 | -0.4% | 0.07% | -8.6% |
SIOX | Buy | SIO GENE THERAPIES INC | $232,000 | +246.3% | 82,700 | +244.6% | 0.07% | +192.0% |
NOW | New | SERVICENOW INC | $231,000 | – | 456 | +100.0% | 0.07% | – |
SO | Sell | SOUTHERN CO | $228,000 | +7.5% | 3,441 | -0.2% | 0.07% | -10.0% |
CMI | New | CUMMINS INC | $228,000 | – | 905 | +100.0% | 0.07% | – |
CHWY | Buy | CHEWY INCcl a | $228,000 | -1.7% | 2,852 | +10.7% | 0.07% | -18.2% |
HAL | New | HALLIBURTON CO | $221,000 | – | 10,733 | +100.0% | 0.07% | – |
EES | New | WISDOMTREE TRus smallcap fund | $222,000 | – | 4,610 | +100.0% | 0.07% | – |
PNC | New | PNC FINL SVCS GROUP INC | $221,000 | – | 1,178 | +100.0% | 0.07% | – |
VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $219,000 | -6.0% | 2,339 | -2.3% | 0.07% | -21.6% |
SCHW | New | SCHWAB CHARLES CORP | $214,000 | – | 3,036 | +100.0% | 0.07% | – |
MU | New | MICRON TECHNOLOGY INC | $213,000 | – | 2,470 | +100.0% | 0.07% | – |
ONEY | New | SPDR SER TRrussell yield | $211,000 | – | 2,262 | +100.0% | 0.07% | – |
PM | New | PHILIP MORRIS INTL INC | $211,000 | – | 2,223 | +100.0% | 0.07% | – |
WTMF | New | WISDOMTREE TRfutre strat fd | $212,000 | – | 5,206 | +100.0% | 0.07% | – |
VSS | New | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $210,000 | – | 1,570 | +100.0% | 0.07% | – |
AEP | New | AMERICAN ELEC PWR CO INC | $209,000 | – | 2,360 | +100.0% | 0.07% | – |
DD | New | DUPONT DE NEMOURS INC | $205,000 | – | 2,655 | +100.0% | 0.06% | – |
CLX | New | CLOROX CO DEL | $205,000 | – | 1,131 | +100.0% | 0.06% | – |
FEX | Sell | FIRST TR LRGE CP CORE ALPHA | $204,000 | +1.5% | 2,434 | -10.9% | 0.06% | -14.5% |
VOX | New | VANGUARD WORLD FDS | $201,000 | – | 1,446 | +100.0% | 0.06% | – |
TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $201,000 | – | 1,724 | +100.0% | 0.06% | – |
DVY | New | ISHARES TRselect divid etf | $200,000 | – | 1,691 | +100.0% | 0.06% | – |
INFI | New | INFINITY PHARMACEUTICALS INC | $188,000 | – | 56,600 | +100.0% | 0.06% | – |
ETY | Sell | EATON VANCE TAX-MANAGED DIVE | $171,000 | +5.6% | 12,750 | -3.8% | 0.05% | -11.5% |
FSD | FIRST TR HIGH INCOME L/S FD | $164,000 | +4.5% | 10,600 | 0.0% | 0.05% | -11.9% | |
THBR | New | THUNDER BRDG ACQUISTION II L | $133,000 | – | 13,200 | +100.0% | 0.04% | – |
EXG | EATON VANCE TAX-MANAGED GLOB | $111,000 | +9.9% | 11,500 | 0.0% | 0.04% | -7.9% | |
ETJ | Sell | EATON VANCE RISK-MANAGED DIV | $111,000 | -2.6% | 10,189 | -7.3% | 0.04% | -18.6% |
POWW | Sell | AMMO INC | $111,000 | -17.2% | 15,406 | -62.0% | 0.04% | -31.4% |
GAB | GABELLI EQUITY TR INC | $97,000 | +12.8% | 13,700 | 0.0% | 0.03% | -6.1% | |
BB | New | BLACKBERRY LTD | $88,000 | – | 10,018 | +100.0% | 0.03% | – |
NCV | New | VIRTUS ALLIANZGI CONVERTIBLE | $81,000 | – | 14,100 | +100.0% | 0.03% | – |
OSMT | Buy | OSMOTICA PHARMACEUTICALS PLC | $71,000 | +16.4% | 24,800 | +67.6% | 0.02% | -4.3% |
AGEN | AGENUS INC | $31,000 | -3.1% | 10,000 | 0.0% | 0.01% | -16.7% | |
OEG | Exit | ORBITAL ENERGY GROUP INC | $0 | – | -14,000 | -100.0% | -0.01% | – |
LPTX | Exit | LEAP THERAPEUTICS INC | $0 | – | -20,000 | -100.0% | -0.02% | – |
HIO | Exit | WESTERN ASSET HIGH INCOME OP | $0 | – | -10,000 | -100.0% | -0.02% | – |
CMRX | Exit | CHIMERIX INC | $0 | – | -12,100 | -100.0% | -0.02% | – |
ACB | Exit | AURORA CANNABIS INC | $0 | – | -10,308 | -100.0% | -0.03% | – |
GRIL | Exit | MUSCLE MAKER INC | $0 | – | -105,000 | -100.0% | -0.07% | – |
NET | Exit | CLOUDFLARE INC | $0 | – | -2,640 | -100.0% | -0.08% | – |
VLDR | Exit | VELODYNE LIDAR INC | $0 | – | -9,400 | -100.0% | -0.08% | – |
MRVL | Exit | MARVELL TECHNOLOGY GROUP LTDord | $0 | – | -4,565 | -100.0% | -0.08% | – |
ILCG | Exit | ISHARES TRmrngstr lg-cp gr | $0 | – | -786 | -100.0% | -0.09% | – |
CRWD | Exit | CROWDSTRIKE HLDGS INCcl a | $0 | – | -1,075 | -100.0% | -0.09% | – |
AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -2,144 | -100.0% | -0.10% | – |
FPF | Exit | FIRST TR INTER DUR PFD & IN | $0 | – | -11,170 | -100.0% | -0.10% | – |
CVM | Exit | CEL-SCI CORP | $0 | – | -24,120 | -100.0% | -0.11% | – |
GIX | Exit | GIGCAPITAL2 INC | $0 | – | -29,300 | -100.0% | -0.12% | – |
EVRI | Exit | EVERI HLDGS INC | $0 | – | -23,300 | -100.0% | -0.12% | – |
EOSE | Exit | EOS ENERGY ENTERPRISES INC | $0 | – | -23,500 | -100.0% | -0.18% | – |
BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -2,102 | -100.0% | -0.18% | – |
GIK | Exit | GIGCAPITAL3 INC | $0 | – | -37,950 | -100.0% | -0.19% | – |
SYG | Exit | SSGA ACTIVE ETF TRmfs sys gwt eq | $0 | – | -5,436 | -100.0% | -0.24% | – |
FPEI | Exit | FIRST TR EXCH TRADED FD IIIinstl pfd secs | $0 | – | -63,995 | -100.0% | -0.49% | – |
FAD | Exit | FIRST TR MULTI CAP GROWTH AL | $0 | – | -16,012 | -100.0% | -0.63% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-17
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 12 | Q3 2023 | 7.0% |
AMAZON COM INC | 12 | Q3 2023 | 4.8% |
MICROSOFT CORP | 12 | Q3 2023 | 2.1% |
NVIDIA CORPORATION | 12 | Q3 2023 | 2.9% |
VANGUARD SPECIALIZED FUNDS | 12 | Q3 2023 | 1.9% |
VANGUARD INDEX FDS | 12 | Q3 2023 | 1.8% |
ALPHABET INC | 12 | Q3 2023 | 1.9% |
TESLA INC | 12 | Q3 2023 | 2.0% |
PAYPAL HLDGS INC | 12 | Q3 2023 | 2.0% |
FIRST TR VALUE LINE DIVID IN | 12 | Q3 2023 | 1.7% |
View Insight Advisors, LLC/ PA's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-01-23 |
13F-HR | 2023-11-07 |
13F-HR | 2023-08-07 |
13F-HR | 2023-05-03 |
13F-HR | 2023-02-21 |
13F-HR | 2022-12-12 |
13F-HR | 2022-08-11 |
13F-HR/A | 2022-06-02 |
13F-HR | 2022-05-13 |
13F-HR | 2022-02-09 |
View Insight Advisors, LLC/ PA'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.