$334 Million is the total value of Insight Advisors, LLC/ PA's 316 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 25.9% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AAPL | Sell | APPLE INC | $22,261,000 | -6.0% | 127,490 | -4.4% | 6.67% | -4.5% |
AMZN | Buy | AMAZON COM INC | $10,606,000 | -0.2% | 3,254 | +2.0% | 3.18% | +1.4% |
NVDA | Sell | NVIDIA CORPORATION | $6,576,000 | -23.6% | 24,099 | -17.7% | 1.97% | -22.4% |
MSFT | Buy | MICROSOFT CORP | $6,322,000 | -2.1% | 20,506 | +6.8% | 1.90% | -0.5% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $6,200,000 | +32.3% | 2,229 | +37.8% | 1.86% | +34.4% |
TSLA | Buy | TESLA INC | $5,717,000 | +5.1% | 5,305 | +3.1% | 1.71% | +6.9% |
VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $5,529,000 | +0.2% | 34,098 | +6.1% | 1.66% | +1.8% |
FVD | Buy | FIRST TR VALUE LINE DIVID IN | $5,062,000 | +16.4% | 119,659 | +18.5% | 1.52% | +18.3% |
VUG | Sell | VANGUARD INDEX FDSgrowth etf | $4,728,000 | -11.7% | 16,441 | -1.5% | 1.42% | -10.3% |
NOBL | Buy | PROSHARES TRs&p 500 dv arist | $4,431,000 | +10.1% | 46,682 | +13.8% | 1.33% | +11.9% |
REGL | Buy | PROSHARES TRs&p mdcp 400 div | $4,317,000 | +15.9% | 59,728 | +18.2% | 1.29% | +17.7% |
SMDV | Buy | PROSHARES TRruss 2000 divd | $4,141,000 | +12.1% | 64,103 | +16.1% | 1.24% | +14.0% |
QQQ | Sell | INVESCO QQQ TRunit ser 1 | $4,008,000 | -24.2% | 11,056 | -16.8% | 1.20% | -23.0% |
PYPL | Buy | PAYPAL HLDGS INC | $3,975,000 | -31.7% | 34,370 | +11.4% | 1.19% | -30.6% |
EPS | Buy | WISDOMTREE TRus largecap fund | $3,958,000 | +5.4% | 81,847 | +9.7% | 1.19% | +7.0% |
DGRW | Buy | WISDOMTREE TRus qtly div grt | $3,699,000 | -2.8% | 58,093 | +0.6% | 1.11% | -1.2% |
DJP | Buy | BARCLAYS BANK PLCdjubs cmdt etn36 | $3,667,000 | +56.1% | 99,358 | +21.4% | 1.10% | +58.6% |
FTSL | Sell | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $3,524,000 | -2.2% | 74,893 | -0.4% | 1.06% | -0.7% |
SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $3,317,000 | -6.4% | 44,331 | +104.8% | 0.99% | -4.9% |
FTLS | Buy | FIRST TR EXCH TRADED FD IIIlng/sht equity | $3,192,000 | +30.9% | 62,973 | +34.7% | 0.96% | +33.1% |
IVV | Sell | ISHARES TRcore s&p500 etf | $3,042,000 | -7.1% | 6,704 | -2.3% | 0.91% | -5.5% |
SIGI | SELECTIVE INS GROUP INC | $3,038,000 | +9.0% | 33,995 | 0.0% | 0.91% | +10.7% | |
SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $2,954,000 | -5.2% | 86,181 | +0.9% | 0.88% | -3.7% |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $2,706,000 | +11.1% | 5,991 | +16.8% | 0.81% | +13.0% |
VTV | Buy | VANGUARD INDEX FDSvalue etf | $2,698,000 | +1.2% | 18,254 | +0.7% | 0.81% | +2.8% |
USMF | Buy | WISDOMTREE TRus multifactor | $2,606,000 | +11.4% | 63,621 | +14.2% | 0.78% | +13.2% |
AMD | Sell | ADVANCED MICRO DEVICES INC | $2,560,000 | -39.5% | 23,412 | -20.4% | 0.77% | -38.5% |
NFLX | Sell | NETFLIX INC | $2,500,000 | -48.1% | 6,674 | -16.5% | 0.75% | -47.3% |
SPIP | Sell | SPDR SER TRportfli tips etf | $2,449,000 | -5.3% | 80,940 | -1.4% | 0.73% | -3.8% |
BX | Buy | BLACKSTONE INC | $2,341,000 | -0.4% | 18,446 | +1.6% | 0.70% | +1.3% |
XSOE | Buy | WISDOMTREE TRem ex st-owned | $2,261,000 | -5.8% | 69,232 | +6.3% | 0.68% | -4.2% |
VOT | VANGUARD INDEX FDSmcap gr idxvip | $2,160,000 | -12.5% | 9,693 | 0.0% | 0.65% | -11.1% | |
PG | Buy | PROCTER AND GAMBLE CO | $2,073,000 | +20.6% | 13,568 | +29.1% | 0.62% | +22.5% |
JNJ | Buy | JOHNSON & JOHNSON | $2,021,000 | +7.4% | 11,404 | +3.7% | 0.61% | +9.2% |
IGLD | Buy | FIRST TR EXCHANGE-TRADED FDft cboe vest gld | $1,999,000 | +231.5% | 93,730 | +216.3% | 0.60% | +236.5% |
HD | Sell | HOME DEPOT INC | $1,964,000 | -34.8% | 6,560 | -9.7% | 0.59% | -33.7% |
VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $1,906,000 | -13.2% | 7,682 | -1.5% | 0.57% | -11.9% |
DON | Buy | WISDOMTREE TRus midcap divid | $1,794,000 | +10.7% | 40,379 | +10.5% | 0.54% | +12.6% |
DLS | Buy | WISDOMTREE TRintl smcap div | $1,771,000 | +55.9% | 25,807 | +67.3% | 0.53% | +58.5% |
JPST | Buy | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $1,761,000 | +17.7% | 35,036 | +18.2% | 0.53% | +19.7% |
BAC | Buy | BK OF AMERICA CORP | $1,731,000 | +48.3% | 42,008 | +60.2% | 0.52% | +50.9% |
FTSM | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $1,725,000 | +13.4% | 28,975 | +13.9% | 0.52% | +15.1% |
HERO | Sell | GLOBAL X FDSvdeo gam esprt | $1,679,000 | -12.9% | 66,910 | -2.0% | 0.50% | -11.6% |
ARKG | Sell | ARK ETF TRgenomic rev etf | $1,668,000 | -32.8% | 36,306 | -10.4% | 0.50% | -31.7% |
MRK | Buy | MERCK & CO INC | $1,670,000 | +7.1% | 20,354 | +0.0% | 0.50% | +8.7% |
PEP | Buy | PEPSICO INC | $1,659,000 | +44.5% | 9,916 | +50.1% | 0.50% | +46.6% |
FB | Sell | META PLATFORMS INCcl a | $1,627,000 | -34.4% | 7,314 | -0.9% | 0.49% | -33.3% |
SPIB | Sell | SPDR SER TRportfolio intrmd | $1,620,000 | -14.0% | 47,439 | -8.9% | 0.48% | -12.6% |
GLD | Buy | SPDR GOLD TR | $1,613,000 | +277.8% | 8,928 | +257.4% | 0.48% | +283.3% |
VOOG | Sell | VANGUARD ADMIRAL FDS INC500 grth idx f | $1,598,000 | -13.9% | 5,797 | -5.8% | 0.48% | -12.4% |
WCLD | Buy | WISDOMTREE TR | $1,586,000 | -20.3% | 38,797 | +1.2% | 0.48% | -19.1% |
PLAT | Buy | WISDOMTREE TRgrowth leaders | $1,585,000 | -14.9% | 42,748 | +0.9% | 0.48% | -13.5% |
AGGY | Sell | WISDOMTREE TRyield enhancd us | $1,567,000 | -30.7% | 32,739 | -25.1% | 0.47% | -29.4% |
VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $1,550,000 | +0.3% | 10,356 | +0.7% | 0.46% | +2.0% |
MCD | Buy | MCDONALDS CORP | $1,547,000 | +25.4% | 6,256 | +35.9% | 0.46% | +27.5% |
F | Sell | FORD MTR CO DEL | $1,507,000 | -20.7% | 89,115 | -2.6% | 0.45% | -19.4% |
VGT | Buy | VANGUARD WORLD FDSinf tech etf | $1,507,000 | -9.1% | 3,618 | +0.0% | 0.45% | -7.6% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,501,000 | +6.7% | 4,253 | -9.6% | 0.45% | +8.4% |
BUG | Sell | GLOBAL X FDScybrscurty etf | $1,502,000 | -26.1% | 47,802 | -25.3% | 0.45% | -25.0% |
WMT | Buy | WALMART INC | $1,495,000 | +45.0% | 10,036 | +40.9% | 0.45% | +47.4% |
ZIM | Buy | ZIM INTEGRATED SHIPPING SERV | $1,487,000 | +165.1% | 20,453 | +114.6% | 0.45% | +170.3% |
ARKF | Buy | ARK ETF TRfintech innova | $1,477,000 | -13.4% | 50,856 | +21.8% | 0.44% | -11.9% |
AXP | Sell | AMERICAN EXPRESS CO | $1,439,000 | +12.9% | 7,696 | -1.3% | 0.43% | +14.6% |
MP | Buy | MP MATERIALS CORP | $1,430,000 | +467.5% | 24,935 | +349.3% | 0.43% | +479.7% |
New | PROSHARES TRultrapro sht qqq | $1,410,000 | – | 41,882 | +100.0% | 0.42% | – | |
PSCH | Sell | INVESCO EXCH TRADED FD TR IIs&p smlcp helt | $1,354,000 | -47.5% | 8,409 | -41.4% | 0.41% | -46.6% |
ADP | Buy | AUTOMATIC DATA PROCESSING IN | $1,335,000 | -7.2% | 5,869 | +0.7% | 0.40% | -5.7% |
USAI | Buy | PACER FDS TRamercn enrgy ind | $1,332,000 | +123.1% | 46,357 | +81.9% | 0.40% | +126.7% |
FV | Sell | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $1,311,000 | -5.5% | 27,509 | -2.5% | 0.39% | -3.9% |
IVW | Sell | ISHARES TRs&p 500 grwt etf | $1,297,000 | -9.8% | 16,984 | -1.2% | 0.39% | -8.3% |
DWMF | Buy | WISDOMTREE TRintk mltifactr | $1,271,000 | +0.2% | 50,516 | +5.7% | 0.38% | +1.9% |
ARKK | Sell | ARK ETF TRinnovation etf | $1,235,000 | -45.5% | 18,631 | -22.3% | 0.37% | -44.7% |
GOOG | Sell | ALPHABET INCcap stk cl c | $1,223,000 | -10.9% | 438 | -7.6% | 0.37% | -9.4% |
CWH | Buy | CAMPING WORLD HLDGS INCcl a | $1,224,000 | -10.1% | 43,790 | +29.9% | 0.37% | -8.5% |
DE | Buy | DEERE & CO | $1,198,000 | +68.5% | 2,883 | +38.9% | 0.36% | +71.0% |
LMBS | New | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $1,190,000 | – | 24,313 | +100.0% | 0.36% | – |
WFC | Buy | WELLS FARGO CO NEW | $1,187,000 | +1.1% | 24,498 | +0.2% | 0.36% | +2.9% |
FSR | Sell | FISKER INC | $1,162,000 | -27.6% | 90,103 | -11.8% | 0.35% | -26.6% |
BLK | Buy | BLACKROCK INC | $1,162,000 | +114.4% | 1,520 | +156.8% | 0.35% | +117.5% |
COST | Buy | COSTCO WHSL CORP NEW | $1,133,000 | +17.7% | 1,968 | +16.0% | 0.34% | +19.7% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $1,131,000 | +14.5% | 22,205 | +16.8% | 0.34% | +16.5% |
IHDG | Sell | WISDOMTREE TRitl hdg qtly div | $1,108,000 | -14.2% | 25,801 | -8.6% | 0.33% | -12.9% |
DGS | Buy | WISDOMTREE TRemg mkts smcap | $1,106,000 | +79.3% | 20,748 | +77.8% | 0.33% | +81.9% |
FALN | Sell | ISHARES TRfaln angls usd | $1,095,000 | -18.0% | 39,442 | -11.5% | 0.33% | -16.8% |
NYCB | Buy | NEW YORK CMNTY BANCORP INC | $1,085,000 | +9.5% | 101,170 | +24.6% | 0.32% | +11.3% |
SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $1,082,000 | 0.0% | 24,612 | -4.4% | 0.32% | +1.6% |
VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $1,082,000 | -2.2% | 6,151 | -0.5% | 0.32% | -0.6% |
PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $1,057,000 | +5.0% | 15,093 | +0.0% | 0.32% | +6.7% |
V | Buy | VISA INC | $1,054,000 | +67.0% | 4,751 | +63.3% | 0.32% | +69.9% |
CAT | Buy | CATERPILLAR INC | $1,023,000 | +86.7% | 4,591 | +73.2% | 0.31% | +89.5% |
SMLV | Buy | SPDR SER TRssga us smal etf | $1,016,000 | -2.5% | 8,902 | +2.1% | 0.30% | -1.0% |
SPLG | Buy | SPDR SER TRportfolio s&p500 | $1,010,000 | +3.8% | 19,002 | +9.0% | 0.30% | +5.6% |
ABBV | Buy | ABBVIE INC | $1,008,000 | +93.8% | 6,217 | +61.7% | 0.30% | +97.4% |
AMAT | Buy | APPLIED MATLS INC | $997,000 | +74.6% | 7,559 | +108.4% | 0.30% | +78.0% |
ONEO | Buy | SPDR SER TRrussell momentum | $998,000 | +2.9% | 9,948 | +9.1% | 0.30% | +4.5% |
TZA | New | DIREXION SHS ETF TRdaily sm cp bear | $986,000 | – | 32,180 | +100.0% | 0.30% | – |
SPLB | Sell | SPDR SER TRportfolio ln cor | $964,000 | -27.8% | 34,677 | -18.2% | 0.29% | -26.6% |
HSY | Buy | HERSHEY CO | $965,000 | +31.7% | 4,457 | +17.7% | 0.29% | +33.8% |
PLBY | New | PLBY GROUP INC | $958,000 | – | 73,180 | +100.0% | 0.29% | – |
SPTM | Sell | SPDR SER TRportfoli s&p1500 | $953,000 | -11.3% | 17,138 | -6.7% | 0.29% | -9.8% |
SPTI | Sell | SPDR SER TRportfli intrmdit | $950,000 | -20.0% | 31,378 | -15.3% | 0.28% | -18.6% |
RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $925,000 | +62.3% | 9,336 | +40.8% | 0.28% | +64.9% |
NKE | Sell | NIKE INCcl b | $912,000 | -23.7% | 6,774 | -5.5% | 0.27% | -22.4% |
RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $898,000 | +0.3% | 18,320 | +6.0% | 0.27% | +1.9% |
XOM | Buy | EXXON MOBIL CORP | $894,000 | +170.9% | 10,822 | +100.9% | 0.27% | +176.3% |
CL | Buy | COLGATE PALMOLIVE CO | $893,000 | +15.5% | 11,780 | +30.1% | 0.27% | +17.5% |
CRM | Buy | SALESFORCE COM INC | $880,000 | +2.8% | 4,147 | +23.1% | 0.26% | +4.8% |
VOO | Buy | VANGUARD INDEX FDS | $874,000 | +310.3% | 2,105 | +331.4% | 0.26% | +315.9% |
CLX | Sell | CLOROX CO DEL | $867,000 | -28.0% | 6,238 | -9.8% | 0.26% | -26.8% |
PRGO | New | PERRIGO CO PLC | $839,000 | – | 21,823 | +100.0% | 0.25% | – |
SITE | SITEONE LANDSCAPE SUPPLY INC | $834,000 | -33.2% | 5,156 | 0.0% | 0.25% | -32.1% | |
MA | Buy | MASTERCARD INCORPORATEDcl a | $826,000 | +56.1% | 2,312 | +57.1% | 0.25% | +59.0% |
TMO | Sell | THERMO FISHER SCIENTIFIC INC | $828,000 | -17.4% | 1,402 | -6.7% | 0.25% | -16.2% |
VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $820,000 | -6.1% | 14,240 | 0.0% | 0.25% | -4.3% | |
AOA | Buy | ISHARES TRaggres alloc etf | $815,000 | +3.7% | 11,822 | +9.5% | 0.24% | +5.2% |
JPM | Sell | JPMORGAN CHASE & CO | $796,000 | -28.8% | 5,841 | -17.3% | 0.24% | -27.6% |
VDE | New | VANGUARD WORLD FDSenergy etf | $780,000 | – | 7,287 | +100.0% | 0.23% | – |
SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $764,000 | -15.2% | 11,388 | -13.3% | 0.23% | -13.9% |
PAVE | Buy | GLOBAL X FDSus infr dev etf | $755,000 | +20.6% | 26,708 | +22.7% | 0.23% | +22.2% |
CWEN | Sell | CLEARWAY ENERGY INCcl c | $749,000 | -3.2% | 20,517 | -4.5% | 0.22% | -1.8% |
IJR | Sell | ISHARES TRcore s&p scp etf | $747,000 | -23.0% | 6,920 | -18.3% | 0.22% | -21.7% |
HAL | New | HALLIBURTON CO | $736,000 | – | 19,445 | +100.0% | 0.22% | – |
UNH | Buy | UNITEDHEALTH GROUP INC | $729,000 | +6.0% | 1,429 | +4.3% | 0.22% | +7.4% |
XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $720,000 | -23.6% | 3,892 | -15.5% | 0.22% | -22.3% |
PANW | Buy | PALO ALTO NETWORKS INC | $711,000 | +13.6% | 1,142 | +1.6% | 0.21% | +15.1% |
IWM | Buy | ISHARES TRrussell 2000 etf | $705,000 | -7.0% | 3,432 | +0.7% | 0.21% | -5.8% |
USRT | Sell | ISHARES TRcre u s reit etf | $703,000 | -14.4% | 10,880 | -10.4% | 0.21% | -12.8% |
IBND | Sell | SPDR SER TRbloomberg intl | $689,000 | -28.1% | 21,606 | -22.0% | 0.21% | -27.2% |
IWF | Sell | ISHARES TRrus 1000 grw etf | $677,000 | -27.1% | 2,438 | -19.8% | 0.20% | -25.9% |
MGK | Buy | VANGUARD WORLD FDmega grwth ind | $675,000 | +24.8% | 2,869 | +38.2% | 0.20% | +26.2% |
PFE | Buy | PFIZER INC | $668,000 | +0.1% | 12,899 | +14.2% | 0.20% | +1.5% |
AVGO | Buy | BROADCOM INC | $655,000 | +8.8% | 1,041 | +15.0% | 0.20% | +10.1% |
MRVL | Buy | MARVELL TECHNOLOGY INC | $646,000 | +88.3% | 9,014 | +130.1% | 0.19% | +92.1% |
AMGN | Buy | AMGEN INC | $644,000 | +7.5% | 2,665 | +0.0% | 0.19% | +9.0% |
PAYX | Buy | PAYCHEX INC | $625,000 | +38.9% | 4,577 | +38.9% | 0.19% | +40.6% |
BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $621,000 | -4.5% | 7,967 | -0.9% | 0.19% | -3.1% |
SPMO | Sell | INVESCO EXCH TRADED FD TR IIs&p 500 momntm | $620,000 | -7.2% | 10,142 | -2.0% | 0.19% | -5.6% |
TIP | Buy | ISHARES TRtips bd etf | $618,000 | -2.5% | 4,960 | +1.1% | 0.18% | -1.1% |
DLN | Sell | WISDOMTREE TRus largecap divd | $596,000 | -23.6% | 9,070 | -23.3% | 0.18% | -22.2% |
DBO | New | INVESCO DB MULTI-SECTOR COMMoil fd | $598,000 | – | 34,529 | +100.0% | 0.18% | – |
IJH | Sell | ISHARES TRcore s&p mcp etf | $595,000 | -19.8% | 2,217 | -15.4% | 0.18% | -18.7% |
ABT | Buy | ABBOTT LABS | $594,000 | +11.0% | 5,016 | +32.0% | 0.18% | +12.7% |
QCOM | Buy | QUALCOMM INC | $592,000 | -2.6% | 3,871 | +16.4% | 0.18% | -1.1% |
GM | Buy | GENERAL MTRS CO | $591,000 | +39.1% | 13,512 | +86.3% | 0.18% | +41.6% |
GOVT | Sell | ISHARES TRus treas bd etf | $590,000 | -35.2% | 23,668 | -30.6% | 0.18% | -34.2% |
ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $585,000 | -18.6% | 1,284 | +1.3% | 0.18% | -17.5% |
IVE | ISHARES TRs&p 500 val etf | $585,000 | -0.5% | 3,756 | 0.0% | 0.18% | +1.2% | |
RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $583,000 | -19.1% | 3,700 | -16.5% | 0.18% | -17.8% |
IJK | Sell | ISHARES TRs&p mc 400gr etf | $583,000 | -11.9% | 7,541 | -2.8% | 0.18% | -10.3% |
ACWF | Buy | ISHARES TRmsci gbl multifc | $580,000 | +5.5% | 15,714 | +11.9% | 0.17% | +7.4% |
PFIG | Sell | INVESCO EXCH TRADED FD TR IIfndmntl ig crp | $576,000 | -20.9% | 23,329 | -16.0% | 0.17% | -19.5% |
XMMO | Sell | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $574,000 | -36.9% | 6,653 | -33.5% | 0.17% | -35.8% |
SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $573,000 | -15.7% | 14,834 | -9.4% | 0.17% | -14.4% |
DIS | Sell | DISNEY WALT CO | $573,000 | -59.9% | 4,174 | -54.7% | 0.17% | -59.1% |
AMP | Buy | AMERIPRISE FINL INC | $568,000 | +2.2% | 1,890 | +2.6% | 0.17% | +3.7% |
DES | Buy | WISDOMTREE TRus smallcap divd | $563,000 | +11.7% | 17,680 | +15.2% | 0.17% | +13.4% |
VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $559,000 | -11.3% | 4,980 | -11.4% | 0.17% | -9.7% |
CVS | Buy | CVS HEALTH CORP | $555,000 | +60.9% | 5,491 | +64.1% | 0.17% | +62.7% |
TLT | New | ISHARES TR20 yr tr bd etf | $550,000 | – | 4,161 | +100.0% | 0.16% | – |
TSCO | New | TRACTOR SUPPLY CO | $547,000 | – | 2,346 | +100.0% | 0.16% | – |
VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $543,000 | -22.8% | 5,014 | -17.3% | 0.16% | -21.3% |
FLOT | Sell | ISHARES TRfltg rate nt etf | $538,000 | -26.2% | 10,649 | -25.9% | 0.16% | -25.1% |
IBM | Buy | INTERNATIONAL BUSINESS MACHS | $529,000 | +4.5% | 4,071 | +7.6% | 0.16% | +6.7% |
FTHI | FIRST TR EXCHANGE-TRADED FDbuywrit incm etf | $528,000 | +4.1% | 23,057 | 0.0% | 0.16% | +5.3% | |
LOW | Sell | LOWES COS INC | $528,000 | -25.1% | 2,615 | -4.1% | 0.16% | -24.0% |
BA | Sell | BOEING CO | $524,000 | -17.9% | 2,734 | -13.7% | 0.16% | -16.5% |
New | WISDOMTREE TRfloatng rat trea | $518,000 | – | 10,297 | +100.0% | 0.16% | – | |
ACN | Buy | ACCENTURE PLC IRELAND | $518,000 | +3.4% | 1,537 | +27.2% | 0.16% | +4.7% |
LGLV | Buy | SPDR SER TRssga us lrg etf | $513,000 | +14.3% | 3,571 | +19.8% | 0.15% | +16.7% |
XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $515,000 | -2.1% | 3,760 | +0.8% | 0.15% | -0.6% |
ONEY | Buy | SPDR SER TRrussell yield | $509,000 | +14.9% | 5,016 | +13.7% | 0.15% | +16.8% |
PFM | Sell | INVESCO EXCHANGE TRADED FD Tdivid achievev | $504,000 | -22.3% | 13,097 | -19.8% | 0.15% | -20.9% |
Buy | LUCID GROUP INC | $496,000 | +57.0% | 19,508 | +135.1% | 0.15% | +60.2% | |
PSLV | Sell | SPROTT PHYSICAL SILVER TRtr unit | $494,000 | -6.8% | 56,300 | -14.8% | 0.15% | -5.1% |
WCBR | New | WISDOMTREE TRcybersecurity fd | $489,000 | – | 19,741 | +100.0% | 0.15% | – |
BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $492,000 | -13.8% | 6,181 | -8.2% | 0.15% | -12.5% |
MDYV | Sell | SPDR SER TRs&p 400 mdcp val | $486,000 | -9.8% | 6,910 | -8.9% | 0.15% | -8.2% |
VIXY | New | PROSHARES TR IIvix sh trm futrs | $488,000 | – | 29,470 | +100.0% | 0.15% | – |
WM | Buy | WASTE MGMT INC DEL | $484,000 | +136.1% | 3,054 | +148.5% | 0.14% | +141.7% |
HON | Buy | HONEYWELL INTL INC | $479,000 | +32.7% | 2,461 | +42.3% | 0.14% | +35.8% |
SLYV | Sell | SPDR SER TRs&p 600 smcp val | $482,000 | -9.2% | 5,785 | -7.8% | 0.14% | -8.3% |
BMY | Sell | BRISTOL-MYERS SQUIBB CO | $476,000 | +15.3% | 6,521 | -1.5% | 0.14% | +17.2% |
BAH | Buy | BOOZ ALLEN HAMILTON HLDG CORcl a | $473,000 | +4.2% | 5,382 | +0.5% | 0.14% | +6.0% |
UNP | Buy | UNION PAC CORP | $471,000 | +42.7% | 1,726 | +31.7% | 0.14% | +45.4% |
MTUM | Sell | ISHARES TRmsci usa mmentm | $470,000 | -17.8% | 2,793 | -11.3% | 0.14% | -16.6% |
IWD | Sell | ISHARES TRrus 1000 val etf | $464,000 | -5.9% | 2,794 | -4.7% | 0.14% | -4.1% |
FSK | Buy | FS KKR CAP CORP | $456,000 | +9.6% | 19,962 | +0.4% | 0.14% | +11.4% |
DBE | New | INVESCO DB MULTI-SECTOR COMMenergy fd | $456,000 | – | 19,765 | +100.0% | 0.14% | – |
ED | CONSOLIDATED EDISON INC | $453,000 | +11.0% | 4,781 | 0.0% | 0.14% | +13.3% | |
ERTH | New | INVESCO EXCHANGE TRADED FD Tinvesco msci | $450,000 | – | 7,326 | +100.0% | 0.14% | – |
GNOM | Buy | GLOBAL X FDSgenomic biotech | $451,000 | -7.6% | 30,020 | +22.1% | 0.14% | -6.2% |
SHAG | Sell | WISDOMTREE TRyield enhanced | $448,000 | -15.0% | 9,245 | -11.3% | 0.13% | -13.5% |
CP | Sell | CANADIAN PAC RY LTD | $448,000 | +13.4% | 5,429 | -1.2% | 0.13% | +15.5% |
CSCO | Buy | CISCO SYS INC | $442,000 | +7.8% | 7,928 | +22.6% | 0.13% | +9.1% |
CVX | Buy | CHEVRON CORP NEW | $442,000 | +40.8% | 2,718 | +1.5% | 0.13% | +41.9% |
T | Buy | AT&T INC | $436,000 | +10.9% | 18,478 | +15.6% | 0.13% | +12.9% |
EMB | Buy | ISHARES TRjpmorgan usd emg | $437,000 | -8.8% | 4,474 | +1.9% | 0.13% | -7.1% |
EPD | Sell | ENTERPRISE PRODS PARTNERS L | $438,000 | -9.5% | 16,974 | -22.9% | 0.13% | -8.4% |
FXH | FIRST TR EXCHANGE TRADED FDhlth care alph | $433,000 | -7.7% | 3,780 | 0.0% | 0.13% | -5.8% | |
PNC | New | PNC FINL SVCS GROUP INC | $432,000 | – | 2,341 | +100.0% | 0.13% | – |
UVSP | Sell | UNIVEST FINANCIAL CORPORATIO | $428,000 | -20.6% | 16,000 | -11.1% | 0.13% | -19.5% |
GOAT | New | VANECK ETF TRUSTmrngstr gbl wide | $425,000 | – | 11,654 | +100.0% | 0.13% | – |
VNLA | Sell | JANUS DETROIT STR TRhendrsn shrt etf | $422,000 | -2.5% | 8,589 | -1.8% | 0.13% | -1.6% |
BDX | New | BECTON DICKINSON & CO | $421,000 | – | 1,585 | +100.0% | 0.13% | – |
VB | Buy | VANGUARD INDEX FDSsmall cp etf | $419,000 | -5.6% | 1,971 | +0.3% | 0.13% | -3.8% |
KO | Sell | COCA COLA CO | $419,000 | -0.2% | 6,765 | -4.7% | 0.13% | +1.6% |
DGRO | Buy | ISHARES TRcore div grwth | $419,000 | +1.5% | 7,842 | +5.6% | 0.13% | +3.3% |
GPN | GLOBAL PMTS INC | $413,000 | +1.2% | 3,016 | 0.0% | 0.12% | +3.3% | |
SQ | Sell | BLOCK INCcl a | $407,000 | -39.7% | 3,007 | -28.1% | 0.12% | -38.7% |
SPAB | Sell | SPDR SER TRportfolio agrgte | $398,000 | -16.0% | 14,319 | -10.6% | 0.12% | -15.0% |
C | Sell | CITIGROUP INC | $396,000 | -14.7% | 7,422 | -3.5% | 0.12% | -13.1% |
XLE | Sell | SELECT SECTOR SPDR TRenergy | $393,000 | -39.6% | 5,136 | -56.2% | 0.12% | -38.5% |
VLO | New | VALERO ENERGY CORP | $381,000 | – | 3,749 | +100.0% | 0.11% | – |
MO | Buy | ALTRIA GROUP INC | $380,000 | +27.9% | 7,272 | +15.9% | 0.11% | +29.5% |
VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $378,000 | -5.5% | 7,869 | +0.4% | 0.11% | -4.2% |
OKE | New | ONEOK INC NEW | $378,000 | – | 5,347 | +100.0% | 0.11% | – |
KMB | Buy | KIMBERLY-CLARK CORP | $375,000 | -7.4% | 3,040 | +7.2% | 0.11% | -5.9% |
EXC | EXELON CORP | $373,000 | -17.5% | 7,834 | 0.0% | 0.11% | -15.8% | |
DBC | Sell | INVESCO DB COMMDY INDX TRCKunit | $375,000 | +8.4% | 14,383 | -13.6% | 0.11% | +9.8% |
VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $373,000 | -6.8% | 8,082 | 0.0% | 0.11% | -5.1% | |
BBIN | Sell | J P MORGAN EXCHANGE-TRADED Fbetabuilders i | $373,000 | -8.1% | 6,723 | -1.3% | 0.11% | -6.7% |
PDBC | Buy | INVESCO ACTIVLY MANGD ETC FDoptimum yield | $371,000 | +99.5% | 21,021 | +59.0% | 0.11% | +101.8% |
DDIV | New | FIRST TR EXCHANGE-TRADED FDdorseywright mom | $364,000 | – | 10,839 | +100.0% | 0.11% | – |
EBAY | Buy | EBAY INC. | $359,000 | +13.6% | 6,272 | +31.8% | 0.11% | +16.1% |
XLK | Sell | SELECT SECTOR SPDR TRtechnology | $360,000 | -21.6% | 2,264 | -14.3% | 0.11% | -20.0% |
VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $356,000 | -9.2% | 5,712 | -0.5% | 0.11% | -7.8% |
SBUX | Buy | STARBUCKS CORP | $353,000 | -20.9% | 3,881 | +1.9% | 0.11% | -19.7% |
COP | New | CONOCOPHILLIPS | $355,000 | – | 3,549 | +100.0% | 0.11% | – |
NEE | Sell | NEXTERA ENERGY INC | $349,000 | -16.1% | 4,125 | -7.4% | 0.10% | -14.6% |
IPKW | Buy | INVESCO EXCH TRADED FD TR IIintl buyback | $352,000 | +13.2% | 9,207 | +18.0% | 0.10% | +14.1% |
PXE | New | INVESCO EXCHANGE TRADED FD Tdynmc enrg exp | $352,000 | – | 12,690 | +100.0% | 0.10% | – |
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $347,000 | +31.9% | 1,526 | +40.3% | 0.10% | +33.3% |
DGRS | Buy | WISDOMTREE TRus s cap qty div | $344,000 | +12.8% | 7,716 | +20.2% | 0.10% | +14.4% |
GSY | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $341,000 | -1.2% | 6,851 | 0.0% | 0.10% | 0.0% | |
USMV | Buy | ISHARES TRmsci usa min vol | $342,000 | -0.3% | 4,412 | +4.0% | 0.10% | +1.0% |
SRVR | New | PACER FDS TRbnchmrk infra | $339,000 | – | 8,665 | +100.0% | 0.10% | – |
VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $336,000 | +32.3% | 3,909 | +42.6% | 0.10% | +34.7% |
RPG | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $334,000 | -47.5% | 1,815 | -39.9% | 0.10% | -46.8% |
NUGT | New | DIREXION SHS ETF TRdly gold indx 2x | $329,000 | – | 4,650 | +100.0% | 0.10% | – |
GD | Sell | GENERAL DYNAMICS CORP | $328,000 | +11.9% | 1,360 | -3.1% | 0.10% | +14.0% |
TFC | TRUIST FINL CORP | $324,000 | -3.0% | 5,710 | 0.0% | 0.10% | -2.0% | |
JMST | Buy | J P MORGAN EXCHANGE-TRADED Fultra sht muncpl | $319,000 | +7.8% | 6,300 | +8.6% | 0.10% | +10.3% |
FTCS | Sell | FIRST TR EXCHANGE-TRADED FDcap strength etf | $319,000 | -10.6% | 4,075 | -3.5% | 0.10% | -8.6% |
BIV | Sell | VANGUARD BD INDEX FDSintermed term | $316,000 | -30.1% | 3,856 | -25.3% | 0.10% | -28.6% |
ECL | Buy | ECOLAB INC | $312,000 | -6.6% | 1,765 | +24.0% | 0.09% | -5.1% |
FAZ | New | DIREXION SHS ETF TRdaily finl bear | $310,000 | – | 16,750 | +100.0% | 0.09% | – |
UPS | Sell | UNITED PARCEL SERVICE INCcl b | $308,000 | -1.3% | 1,437 | -1.4% | 0.09% | 0.0% |
ETN | Buy | EATON CORP PLC | $308,000 | +8.8% | 2,028 | +23.8% | 0.09% | +10.8% |
DEF | Sell | INVESCO EXCH TRD SLF IDX FDdefensive eqty | $298,000 | -21.8% | 4,239 | -18.7% | 0.09% | -20.5% |
MMIT | INDEXIQ ACTIVE ETF TRiq mackay intrme | $296,000 | -5.7% | 11,775 | 0.0% | 0.09% | -4.3% | |
DG | New | DOLLAR GEN CORP NEW | $289,000 | – | 1,297 | +100.0% | 0.09% | – |
TGT | Sell | TARGET CORP | $290,000 | -20.8% | 1,368 | -13.4% | 0.09% | -19.4% |
FDN | Buy | FIRST TR EXCHANGE-TRADED FDdj internt idx | $288,000 | -13.3% | 1,531 | +4.2% | 0.09% | -12.2% |
IHI | Sell | ISHARES TRu.s. med dvc etf | $284,000 | -65.3% | 4,665 | -62.5% | 0.08% | -64.9% |
FDX | Buy | FEDEX CORP | $282,000 | +17.0% | 1,222 | +31.4% | 0.08% | +19.7% |
CSX | New | CSX CORP | $283,000 | – | 7,547 | +100.0% | 0.08% | – |
IJJ | Buy | ISHARES TRs&p mc 400vl etf | $280,000 | +12.0% | 2,554 | +13.1% | 0.08% | +13.5% |
RGR | Buy | STURM RUGER & CO INC | $275,000 | +23.9% | 3,953 | +21.2% | 0.08% | +26.2% |
CMCSA | Buy | COMCAST CORP NEWcl a | $274,000 | -4.5% | 5,862 | +2.9% | 0.08% | -3.5% |
NSC | New | NORFOLK SOUTHN CORP | $272,000 | – | 951 | +100.0% | 0.08% | – |
VPL | Sell | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $270,000 | -5.9% | 3,651 | -0.7% | 0.08% | -4.7% |
PTLC | Buy | PACER FDS TRtrendp us lar cp | $265,000 | -3.6% | 6,844 | +3.3% | 0.08% | -2.5% |
ORCL | New | ORACLE CORP | $263,000 | – | 3,171 | +100.0% | 0.08% | – |
XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $265,000 | -4.7% | 2,572 | -2.1% | 0.08% | -3.7% |
VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $259,000 | -3.7% | 3,311 | 0.0% | 0.08% | -1.3% | |
DVN | New | DEVON ENERGY CORP NEW | $259,000 | – | 4,380 | +100.0% | 0.08% | – |
TWLO | Sell | TWILIO INCcl a | $260,000 | -60.4% | 1,580 | -36.6% | 0.08% | -59.8% |
CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $256,000 | -0.8% | 1,127 | -10.5% | 0.08% | +1.3% |
LRCX | Sell | LAM RESEARCH CORP | $255,000 | -32.7% | 474 | -10.1% | 0.08% | -32.1% |
IWS | Sell | ISHARES TRrus mdcp val etf | $254,000 | -18.8% | 2,119 | -17.2% | 0.08% | -17.4% |
VHT | Sell | VANGUARD WORLD FDShealth car etf | $255,000 | -11.1% | 1,004 | -6.8% | 0.08% | -10.6% |
New | BRC INC | $255,000 | – | 12,200 | +100.0% | 0.08% | – | |
CHWY | Sell | CHEWY INCcl a | $254,000 | -44.5% | 6,234 | -19.7% | 0.08% | -43.7% |
EFAX | Sell | SPDR INDEX SHS FDSmsci eafe fs etf | $252,000 | -22.2% | 3,277 | -15.2% | 0.08% | -20.8% |
SO | SOUTHERN CO | $250,000 | +5.5% | 3,453 | 0.0% | 0.08% | +7.1% | |
DVY | New | ISHARES TRselect divid etf | $251,000 | – | 1,962 | +100.0% | 0.08% | – |
TJX | TJX COS INC NEW | $244,000 | -20.3% | 4,027 | 0.0% | 0.07% | -18.9% | |
VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $244,000 | -39.2% | 4,773 | -38.9% | 0.07% | -38.1% |
AEP | Buy | AMERICAN ELEC PWR CO INC | $240,000 | +15.9% | 2,407 | +3.3% | 0.07% | +18.0% |
ABNB | Sell | AIRBNB INC | $239,000 | -42.7% | 1,390 | -44.5% | 0.07% | -41.5% |
IEFA | Sell | ISHARES TRcore msci eafe | $240,000 | -25.9% | 3,447 | -20.7% | 0.07% | -25.0% |
COIN | Sell | COINBASE GLOBAL INC | $237,000 | -32.7% | 1,251 | -10.2% | 0.07% | -31.7% |
AMT | Buy | AMERICAN TOWER CORP NEW | $237,000 | -12.5% | 945 | +1.9% | 0.07% | -11.2% |
LLY | New | LILLY ELI & CO | $235,000 | – | 820 | +100.0% | 0.07% | – |
XOP | New | SPDR SER TRs&p oilgas exp | $231,000 | – | 1,715 | +100.0% | 0.07% | – |
PEGA | PEGASYSTEMS INC | $227,000 | -27.9% | 2,816 | 0.0% | 0.07% | -26.9% | |
ABC | New | AMERISOURCEBERGEN CORP | $227,000 | – | 1,469 | +100.0% | 0.07% | – |
CLOU | Sell | GLOBAL X FDS | $221,000 | -36.7% | 10,063 | -23.6% | 0.07% | -35.9% |
CLF | New | CLEVELAND-CLIFFS INC NEW | $216,000 | – | 6,705 | +100.0% | 0.06% | – |
FEX | Buy | FIRST TR LRGE CP CORE ALPHA | $216,000 | -4.4% | 2,448 | +0.1% | 0.06% | -3.0% |
LEMB | New | ISHARES INCjp morgan em etf | $218,000 | – | 5,911 | +100.0% | 0.06% | – |
COWZ | New | PACER FDS TRus cash cows 100 | $212,000 | – | 4,257 | +100.0% | 0.06% | – |
XLF | Buy | SELECT SECTOR SPDR TRfinancial | $213,000 | +4.4% | 5,556 | +6.3% | 0.06% | +6.7% |
CMI | New | CUMMINS INC | $211,000 | – | 1,031 | +100.0% | 0.06% | – |
CMG | Sell | CHIPOTLE MEXICAN GRILL INC | $210,000 | -23.9% | 133 | -15.8% | 0.06% | -22.2% |
IMCG | Sell | ISHARES TRmrgstr md cp grw | $209,000 | -55.4% | 3,255 | -49.1% | 0.06% | -54.3% |
PM | PHILIP MORRIS INTL INC | $210,000 | -0.9% | 2,236 | 0.0% | 0.06% | 0.0% | |
SLV | New | ISHARES SILVER TRishares | $206,000 | – | 9,004 | +100.0% | 0.06% | – |
GS | Sell | GOLDMAN SACHS GROUP INC | $202,000 | -19.2% | 612 | -6.4% | 0.06% | -17.6% |
FYX | Sell | FIRST TR SML CP CORE ALPHA F | $205,000 | -7.7% | 2,241 | -2.1% | 0.06% | -6.2% |
MMM | New | 3M CO | $205,000 | – | 1,376 | +100.0% | 0.06% | – |
INTC | Sell | INTEL CORP | $205,000 | -8.1% | 4,129 | -4.6% | 0.06% | -7.6% |
EW | EDWARDS LIFESCIENCES CORP | $205,000 | -9.3% | 1,743 | 0.0% | 0.06% | -9.0% | |
HDV | Sell | ISHARES TRcore high dv etf | $200,000 | -11.5% | 1,873 | -16.3% | 0.06% | -10.4% |
SNLN | HIGHLAND FDS Ihi ld iboxx srln | $171,000 | -1.7% | 10,970 | 0.0% | 0.05% | 0.0% | |
Sell | ASHFORD HOSPITALITY TR INC | $152,000 | -61.4% | 14,820 | -63.9% | 0.05% | -60.3% | |
FSD | FIRST TR HIGH INCOME LONG / | $143,000 | -13.3% | 10,600 | 0.0% | 0.04% | -12.2% | |
HIPS | GRANITESHARES ETF TRhips us high inc | $144,000 | -5.9% | 10,000 | 0.0% | 0.04% | -4.4% | |
EXG | EATON VANCE TAX-MANAGED GLOB | $112,000 | -8.9% | 11,500 | 0.0% | 0.03% | -5.6% | |
INDI | Sell | INDIE SEMICONDUCTOR INC | $113,000 | -69.2% | 14,445 | -52.8% | 0.03% | -68.5% |
ETJ | EATON VANCE RISK-MANAGED DIV | $101,000 | -7.3% | 10,189 | 0.0% | 0.03% | -6.2% | |
GAB | Sell | GABELLI EQUITY TR INC | $75,000 | -27.2% | 10,800 | -24.5% | 0.02% | -26.7% |
OSMT | Buy | RVL PHARMACEUTICALS PLC | $64,000 | +137.0% | 37,823 | +52.5% | 0.02% | +137.5% |
NCV | Sell | VIRTUS ALLIANZGI CONVERTIBLE | $51,000 | -37.8% | 10,100 | -28.4% | 0.02% | -37.5% |
AGEN | AGENUS INC | $32,000 | -23.8% | 12,945 | 0.0% | 0.01% | -16.7% | |
INFI | Sell | INFINITY PHARMACEUTICALS INC | $11,000 | -54.2% | 10,000 | -4.7% | 0.00% | -57.1% |
MREO | Exit | MEREO BIOPHARMA GROUP PLCads | $0 | – | -15,712 | -100.0% | -0.01% | – |
IVR | Exit | INVESCO MORTGAGE CAPITAL INC | $0 | – | -13,000 | -100.0% | -0.01% | – |
BCTX | Exit | BRIACELL THERAPEUTICS CORP | $0 | – | -16,900 | -100.0% | -0.04% | – |
HUT | Exit | HUT 8 MNG CORP | $0 | – | -21,631 | -100.0% | -0.05% | – |
FXN | Exit | FIRST TR EXCHANGE TRADED FDenergy alphadx | $0 | – | -14,053 | -100.0% | -0.05% | – |
META | Exit | LISTED FD TRroundhill ball | $0 | – | -11,897 | -100.0% | -0.05% | – |
ISRG | Exit | INTUITIVE SURGICAL INC | $0 | – | -581 | -100.0% | -0.06% | – |
VSS | Exit | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $0 | – | -1,570 | -100.0% | -0.06% | – |
ARKQ | Exit | ARK ETF TRautnmus technlgy | $0 | – | -2,858 | -100.0% | -0.06% | – |
VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -870 | -100.0% | -0.06% | – |
NYF | Exit | ISHARES TRnew york mun etf | $0 | – | -3,925 | -100.0% | -0.07% | – |
UBER | Exit | UBER TECHNOLOGIES INC | $0 | – | -5,500 | -100.0% | -0.07% | – |
MILN | Exit | GLOBAL X FDSmillennial consu | $0 | – | -5,398 | -100.0% | -0.07% | – |
SWKS | Exit | SKYWORKS SOLUTIONS INC | $0 | – | -1,536 | -100.0% | -0.07% | – |
Exit | PROSHARES TRbitcoin strate | $0 | – | -8,850 | -100.0% | -0.08% | – | |
CABO | Exit | CABLE ONE INC | $0 | – | -148 | -100.0% | -0.08% | – |
VT | Exit | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $0 | – | -2,428 | -100.0% | -0.08% | – |
HYG | Exit | ISHARES TRiboxx hi yd etf | $0 | – | -3,043 | -100.0% | -0.08% | – |
SNSR | Exit | GLOBAL X FDSinternet of thng | $0 | – | -6,973 | -100.0% | -0.08% | – |
IWP | Exit | ISHARES TRrus md cp gr etf | $0 | – | -2,659 | -100.0% | -0.09% | – |
Exit | FIRST TR EXCHNG TRADED FD VIskybridge crypto | $0 | – | -17,751 | -100.0% | -0.09% | – | |
FCG | Exit | FIRST TR EXCHANGE-TRADED FDnat gas etf | $0 | – | -18,314 | -100.0% | -0.09% | – |
LULU | Exit | LULULEMON ATHLETICA INC | $0 | – | -880 | -100.0% | -0.10% | – |
SHOP | Exit | SHOPIFY INCcl a | $0 | – | -250 | -100.0% | -0.10% | – |
QCLN | Exit | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $0 | – | -5,310 | -100.0% | -0.11% | – |
ICSH | Exit | ISHARES TRblackrock ultra | $0 | – | -7,400 | -100.0% | -0.11% | – |
XLRE | Exit | SELECT SECTOR SPDR TRrl est sel sec | $0 | – | -8,155 | -100.0% | -0.12% | – |
XHB | Exit | SPDR SER TRs&p homebuild | $0 | – | -5,120 | -100.0% | -0.13% | – |
SDVY | Exit | FIRST TR EXCHANGE-TRADED FDsmid risng etf | $0 | – | -14,573 | -100.0% | -0.13% | – |
QQQJ | Exit | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $0 | – | -13,317 | -100.0% | -0.13% | – |
RH | Exit | RH | $0 | – | -838 | -100.0% | -0.13% | – |
PDI | Exit | PIMCO DYNAMIC INCOME FD | $0 | – | -20,363 | -100.0% | -0.16% | – |
BGFV | Exit | BIG 5 SPORTING GOODS CORP | $0 | – | -28,336 | -100.0% | -0.16% | – |
USFR | Exit | WISDOMTREE TRfloatng rat trea | $0 | – | -21,583 | -100.0% | -0.16% | – |
CG | Exit | CARLYLE GROUP INC | $0 | – | -10,258 | -100.0% | -0.17% | – |
RBLX | Exit | ROBLOX CORPcl a | $0 | – | -5,894 | -100.0% | -0.18% | – |
SOFI | Exit | SOFI TECHNOLOGIES INC | $0 | – | -42,888 | -100.0% | -0.20% | – |
TBT | Exit | PROSHARES TR | $0 | – | -53,000 | -100.0% | -0.26% | – |
ROKU | Exit | ROKU INC | $0 | – | -8,459 | -100.0% | -0.57% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2022-06-02
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.