$295 Million is the total value of Insight Advisors, LLC/ PA's 300 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 19.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AAPL | Sell | APPLE INC | $19,630,000 | -11.8% | 119,049 | -6.6% | 6.66% | -0.2% |
AMZN | Buy | AMAZON COM INC | $9,724,000 | -8.3% | 68,890 | +2017.1% | 3.30% | +3.7% |
TSLA | Buy | TESLA INC | $5,883,000 | +2.9% | 6,354 | +19.8% | 2.00% | +16.5% |
MSFT | Sell | MICROSOFT CORP | $5,495,000 | -13.1% | 19,474 | -5.0% | 1.86% | -1.6% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $5,488,000 | -11.5% | 40,412 | +1713.0% | 1.86% | +0.2% |
VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $5,417,000 | -2.0% | 35,250 | +3.4% | 1.84% | +10.9% |
FVD | Buy | FIRST TR VALUE LINE DIVID IN | $4,978,000 | -1.7% | 122,754 | +2.6% | 1.69% | +11.3% |
NVDA | Buy | NVIDIA CORPORATION | $4,817,000 | -26.7% | 25,215 | +4.6% | 1.63% | -17.1% |
NOBL | Buy | PROSHARES TRs&p 500 dv arist | $4,494,000 | +1.4% | 49,691 | +6.4% | 1.52% | +14.8% |
REGL | Buy | PROSHARES TRs&p mdcp 400 div | $4,452,000 | +3.1% | 62,777 | +5.1% | 1.51% | +16.7% |
SMDV | Buy | PROSHARES TRruss 2000 divd | $4,148,000 | +0.2% | 66,975 | +4.5% | 1.41% | +13.4% |
VUG | Sell | VANGUARD INDEX FDSgrowth etf | $4,122,000 | -12.8% | 15,963 | -2.9% | 1.40% | -1.3% |
DJP | Buy | BARCLAYS BANK PLCdjubs cmdt etn36 | $3,929,000 | +7.1% | 112,296 | +13.0% | 1.33% | +21.3% |
EPS | Buy | WISDOMTREE TRus largecap fund | $3,851,000 | -2.7% | 87,174 | +6.5% | 1.31% | +10.1% |
DGRW | Buy | WISDOMTREE TRus qtly div grt | $3,607,000 | -2.5% | 59,159 | +1.8% | 1.22% | +10.3% |
FTLS | Buy | FIRST TR EXCH TRADED FD IIIlng/sht equity | $3,415,000 | +7.0% | 68,487 | +8.8% | 1.16% | +21.0% |
AMD | Buy | ADVANCED MICRO DEVICES INC | $3,314,000 | +29.5% | 32,116 | +37.2% | 1.12% | +46.5% |
PYPL | Sell | PAYPAL HLDGS INC | $3,255,000 | -18.1% | 33,867 | -1.5% | 1.10% | -7.3% |
SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $3,153,000 | -4.9% | 46,975 | +6.0% | 1.07% | +7.5% |
FTSL | Sell | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $2,804,000 | -20.4% | 61,720 | -17.6% | 0.95% | -9.9% |
IGLD | Buy | FIRST TR EXCHANGE-TRADED FDft cboe vest gld | $2,780,000 | +39.1% | 142,580 | +52.1% | 0.94% | +57.4% |
SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $2,674,000 | -9.5% | 88,373 | +2.5% | 0.91% | +2.5% |
IVV | Sell | ISHARES TRcore s&p500 etf | $2,651,000 | -12.9% | 6,369 | -5.0% | 0.90% | -1.4% |
USMF | Buy | WISDOMTREE TRus multifactor | $2,616,000 | +0.4% | 68,714 | +8.0% | 0.89% | +13.6% |
SIGI | SELECTIVE INS GROUP INC | $2,573,000 | -15.3% | 33,995 | 0.0% | 0.87% | -4.1% | |
VTV | Buy | VANGUARD INDEX FDSvalue etf | $2,518,000 | -6.7% | 18,360 | +0.6% | 0.85% | +5.6% |
QQQ | Sell | INVESCO QQQ TRunit ser 1 | $2,515,000 | -37.3% | 7,753 | -29.9% | 0.85% | -29.0% |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $2,508,000 | -7.3% | 6,079 | +1.5% | 0.85% | +4.9% |
SPIP | Buy | SPDR SER TRportfli tips etf | $2,450,000 | +0.0% | 87,070 | +7.6% | 0.83% | +13.2% |
NVS | New | NOVARTIS AGsponsored adr | $2,322,000 | – | 27,245 | +100.0% | 0.79% | – |
XSOE | Buy | WISDOMTREE TRem ex st-owned | $2,035,000 | -10.0% | 70,723 | +2.2% | 0.69% | +1.8% |
JNJ | Buy | JOHNSON & JOHNSON | $2,009,000 | -0.6% | 11,685 | +2.5% | 0.68% | +12.4% |
DLS | Buy | WISDOMTREE TRintl smcap div | $2,002,000 | +13.0% | 32,802 | +27.1% | 0.68% | +27.9% |
PG | Sell | PROCTER AND GAMBLE CO | $1,932,000 | -6.8% | 13,368 | -1.5% | 0.66% | +5.5% |
VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $1,928,000 | -10.7% | 9,674 | -0.2% | 0.65% | +1.1% |
HD | Sell | HOME DEPOT INC | $1,841,000 | -6.3% | 6,026 | -8.1% | 0.62% | +5.9% |
BX | Sell | BLACKSTONE INC | $1,796,000 | -23.3% | 17,466 | -5.3% | 0.61% | -13.2% |
MRK | Sell | MERCK & CO INC | $1,754,000 | +5.0% | 20,201 | -0.8% | 0.60% | +19.0% |
DON | Buy | WISDOMTREE TRus midcap divid | $1,737,000 | -3.2% | 41,725 | +3.3% | 0.59% | +9.5% |
PEP | Sell | PEPSICO INC | $1,682,000 | +1.4% | 9,627 | -2.9% | 0.57% | +14.7% |
JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $1,649,000 | -6.4% | 32,915 | -6.1% | 0.56% | +5.9% |
FTSM | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $1,590,000 | -7.8% | 26,766 | -7.6% | 0.54% | +4.3% |
VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $1,570,000 | -17.6% | 6,972 | -9.2% | 0.53% | -6.8% |
CWH | Buy | CAMPING WORLD HLDGS INCcl a | $1,565,000 | +27.9% | 53,019 | +21.1% | 0.53% | +44.7% |
MCD | Sell | MCDONALDS CORP | $1,497,000 | -3.2% | 5,794 | -7.4% | 0.51% | +9.5% |
HERO | Sell | GLOBAL X FDSvdeo gam esprt | $1,475,000 | -12.2% | 65,258 | -2.5% | 0.50% | -0.6% |
ADP | Buy | AUTOMATIC DATA PROCESSING IN | $1,432,000 | +7.3% | 5,870 | +0.0% | 0.49% | +21.5% |
VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $1,424,000 | -8.1% | 10,325 | -0.3% | 0.48% | +3.9% |
VOOG | Sell | VANGUARD ADMIRAL FDS INC500 grth idx f | $1,381,000 | -13.6% | 5,530 | -4.6% | 0.47% | -2.3% |
VGT | Sell | VANGUARD WORLD FDSinf tech etf | $1,358,000 | -9.9% | 3,579 | -1.1% | 0.46% | +2.0% |
PLAT | Sell | WISDOMTREE TRgrowth leaders | $1,322,000 | -16.6% | 42,730 | -0.0% | 0.45% | -5.7% |
ARKG | Sell | ARK ETF TRgenomic rev etf | $1,302,000 | -21.9% | 32,853 | -9.5% | 0.44% | -11.6% |
F | Buy | FORD MTR CO DEL | $1,302,000 | -13.6% | 89,220 | +0.1% | 0.44% | -2.2% |
SPIB | Sell | SPDR SER TRportfolio intrmd | $1,300,000 | -19.8% | 39,062 | -17.7% | 0.44% | -9.1% |
BAC | Sell | BK OF AMERICA CORP | $1,259,000 | -27.3% | 38,616 | -8.1% | 0.43% | -17.7% |
DGS | Buy | WISDOMTREE TRemg mkts smcap | $1,249,000 | +12.9% | 28,046 | +35.2% | 0.42% | +28.1% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $1,237,000 | +9.4% | 27,369 | +23.3% | 0.42% | +23.9% |
WMT | Sell | WALMART INC | $1,220,000 | -18.4% | 9,771 | -2.6% | 0.41% | -7.6% |
DWMF | Buy | WISDOMTREE TRintk mltifactr | $1,210,000 | -4.8% | 50,734 | +0.4% | 0.41% | +7.6% |
WCLD | Sell | WISDOMTREE TR | $1,206,000 | -24.0% | 37,089 | -4.4% | 0.41% | -13.9% |
FB | Sell | META PLATFORMS INCcl a | $1,197,000 | -26.4% | 7,088 | -3.1% | 0.41% | -16.8% |
AXP | Sell | AMERICAN EXPRESS CO | $1,179,000 | -18.1% | 7,515 | -2.4% | 0.40% | -7.2% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,177,000 | -21.6% | 4,066 | -4.4% | 0.40% | -11.3% |
LYFT | New | LYFT INC | $1,176,000 | – | 67,600 | +100.0% | 0.40% | – |
FV | Sell | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $1,131,000 | -13.7% | 25,857 | -6.0% | 0.38% | -2.3% |
VDE | Buy | VANGUARD WORLD FDSenergy etf | $1,123,000 | +44.0% | 11,159 | +53.1% | 0.38% | +62.8% |
ARKF | Buy | ARK ETF TRfintech innova | $1,118,000 | -24.3% | 54,491 | +7.1% | 0.38% | -14.4% |
BUG | Sell | GLOBAL X FDScybrscurty etf | $1,114,000 | -25.8% | 40,914 | -14.4% | 0.38% | -16.0% |
IVW | Sell | ISHARES TRs&p 500 grwt etf | $1,110,000 | -14.4% | 16,035 | -5.6% | 0.38% | -3.3% |
VOO | Buy | VANGUARD INDEX FDS | $1,103,000 | +26.2% | 2,897 | +37.6% | 0.37% | +42.7% |
GOOG | Buy | ALPHABET INCcap stk cl c | $1,075,000 | -12.1% | 9,040 | +1963.9% | 0.36% | -0.5% |
BLK | Buy | BLACKROCK INC | $1,077,000 | -7.3% | 1,616 | +6.3% | 0.36% | +4.9% |
COST | Buy | COSTCO WHSL CORP NEW | $1,074,000 | -5.2% | 1,989 | +1.1% | 0.36% | +7.1% |
WFC | Buy | WELLS FARGO CO NEW | $1,055,000 | -11.1% | 24,665 | +0.7% | 0.36% | +0.6% |
NYCB | NEW YORK CMNTY BANCORP INC | $1,044,000 | -3.8% | 101,170 | 0.0% | 0.35% | +8.9% | |
HSY | Buy | HERSHEY CO | $1,025,000 | +6.2% | 4,575 | +2.6% | 0.35% | +20.4% |
AGGY | Sell | WISDOMTREE TRyield enhancd us | $998,000 | -36.3% | 21,708 | -33.7% | 0.34% | -28.1% |
VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $993,000 | -8.2% | 6,106 | -0.7% | 0.34% | +4.0% |
SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $995,000 | -8.0% | 24,354 | -1.0% | 0.34% | +4.0% |
IHDG | Sell | WISDOMTREE TRitl hdg qtly div | $992,000 | -10.5% | 24,617 | -4.6% | 0.34% | +1.2% |
PEG | Sell | PUBLIC SVC ENTERPRISE GRP IN | $977,000 | -7.6% | 15,086 | -0.0% | 0.33% | +4.4% |
RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $964,000 | +7.3% | 21,824 | +19.1% | 0.33% | +21.6% |
ONEO | Buy | SPDR SER TRrussell momentum | $951,000 | -4.7% | 10,291 | +3.4% | 0.32% | +8.0% |
SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $951,000 | +24.5% | 14,821 | +30.1% | 0.32% | +41.0% |
SMLV | Sell | SPDR SER TRssga us smal etf | $945,000 | -7.0% | 8,595 | -3.4% | 0.32% | +5.6% |
MP | Buy | MP MATERIALS CORP | $930,000 | -35.0% | 26,535 | +6.4% | 0.32% | -26.6% |
V | Sell | VISA INC | $926,000 | -12.1% | 4,421 | -6.9% | 0.31% | -0.6% |
CL | Sell | COLGATE PALMOLIVE CO | $912,000 | +2.1% | 11,293 | -4.1% | 0.31% | +15.3% |
New | FIRST TR EXCHNG TRADED FD VIcboe vest buferd | $905,000 | – | 47,528 | +100.0% | 0.31% | – | |
DE | Sell | DEERE & CO | $889,000 | -25.8% | 2,690 | -6.7% | 0.30% | -15.9% |
SPTM | Buy | SPDR SER TRportfoli s&p1500 | $890,000 | -6.6% | 17,437 | +1.7% | 0.30% | +5.6% |
SPLG | Sell | SPDR SER TRportfolio s&p500 | $872,000 | -13.7% | 17,901 | -5.8% | 0.30% | -2.3% |
RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $867,000 | -6.3% | 9,288 | -0.5% | 0.29% | +6.1% |
ZIM | Sell | ZIM INTEGRATED SHIPPING SERV | $838,000 | -43.6% | 17,089 | -16.4% | 0.28% | -36.3% |
CLX | Sell | CLOROX CO DEL | $826,000 | -4.7% | 5,992 | -3.9% | 0.28% | +7.7% |
New | COLLABORATIVE INVESTMNT SERtuttle cap short | $809,000 | – | 16,500 | +100.0% | 0.27% | – | |
SPTI | Sell | SPDR SER TRportfli intrmdit | $797,000 | -16.1% | 26,634 | -15.1% | 0.27% | -5.3% |
FALN | Sell | ISHARES TRfaln angls usd | $789,000 | -27.9% | 30,524 | -22.6% | 0.27% | -18.3% |
TMO | Sell | THERMO FISHER SCIENTIFIC INC | $782,000 | -5.6% | 1,341 | -4.4% | 0.26% | +6.9% |
AVGO | Buy | BROADCOM INC | $772,000 | +17.9% | 1,397 | +34.2% | 0.26% | +33.7% |
UNH | Buy | UNITEDHEALTH GROUP INC | $765,000 | +4.9% | 1,434 | +0.3% | 0.26% | +18.8% |
ARKK | Sell | ARK ETF TRinnovation etf | $739,000 | -40.2% | 14,723 | -21.0% | 0.25% | -32.2% |
VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $733,000 | -10.6% | 14,227 | -0.1% | 0.25% | +1.2% |
AOA | Sell | ISHARES TRaggres alloc etf | $730,000 | -10.4% | 11,562 | -2.2% | 0.25% | +1.6% |
GLD | Sell | SPDR GOLD TR | $732,000 | -54.6% | 4,380 | -50.9% | 0.25% | -48.7% |
CAT | Sell | CATERPILLAR INC | $726,000 | -29.0% | 3,987 | -13.2% | 0.25% | -19.9% |
IJR | Buy | ISHARES TRcore s&p scp etf | $713,000 | -4.6% | 7,049 | +1.9% | 0.24% | +8.0% |
AMAT | Sell | APPLIED MATLS INC | $712,000 | -28.6% | 7,007 | -7.3% | 0.24% | -19.4% |
PNC | Buy | PNC FINL SVCS GROUP INC | $701,000 | +62.3% | 4,382 | +87.2% | 0.24% | +84.5% |
PSCH | Sell | INVESCO EXCH TRADED FD TR IIs&p smlcp helt | $698,000 | -48.4% | 4,646 | -44.7% | 0.24% | -41.6% |
CWEN | Sell | CLEARWAY ENERGY INCcl c | $699,000 | -6.7% | 18,459 | -10.0% | 0.24% | +5.8% |
SITE | SITEONE LANDSCAPE SUPPLY INC | $695,000 | -16.7% | 5,156 | 0.0% | 0.24% | -5.6% | |
MA | Sell | MASTERCARD INCORPORATEDcl a | $694,000 | -16.0% | 2,020 | -12.6% | 0.24% | -5.2% |
MGK | Buy | VANGUARD WORLD FDmega grwth ind | $691,000 | +2.4% | 3,269 | +13.9% | 0.23% | +15.8% |
ERTH | Buy | INVESCO EXCHANGE TRADED FD Tinvesco msci | $681,000 | +51.3% | 11,565 | +57.9% | 0.23% | +71.1% |
TSCO | Buy | TRACTOR SUPPLY CO | $670,000 | +22.5% | 3,513 | +49.7% | 0.23% | +38.4% |
AMGN | Buy | AMGEN INC | $659,000 | +2.3% | 2,667 | +0.1% | 0.22% | +16.1% |
NKE | Sell | NIKE INCcl b | $655,000 | -28.2% | 5,724 | -15.5% | 0.22% | -18.7% |
GOAT | Buy | VANECK ETF TRUSTmrngstr gbl wide | $645,000 | +51.8% | 18,591 | +59.5% | 0.22% | +72.4% |
CRM | Sell | SALESFORCE INC | $647,000 | -26.5% | 3,422 | -17.5% | 0.22% | -17.0% |
ABBV | Sell | ABBVIE INC | $634,000 | -37.1% | 4,509 | -27.5% | 0.22% | -28.8% |
KWEB | New | KRANESHARES TRcsi chi internet | $628,000 | – | 21,465 | +100.0% | 0.21% | – |
IWF | Buy | ISHARES TRrus 1000 grw etf | $615,000 | -9.2% | 2,464 | +1.1% | 0.21% | +3.0% |
BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $616,000 | -0.8% | 7,973 | +0.1% | 0.21% | +12.4% |
PFE | Sell | PFIZER INC | $616,000 | -7.8% | 12,293 | -4.7% | 0.21% | +4.5% |
PANW | Buy | PALO ALTO NETWORKS INC | $604,000 | -15.0% | 1,203 | +5.3% | 0.20% | -3.8% |
QCOM | Buy | QUALCOMM INC | $594,000 | +0.3% | 3,931 | +1.5% | 0.20% | +13.6% |
FSR | Sell | FISKER INC | $590,000 | -49.2% | 57,073 | -36.7% | 0.20% | -42.5% |
PAVE | Sell | GLOBAL X FDSus infr dev etf | $587,000 | -22.3% | 22,936 | -14.1% | 0.20% | -11.9% |
CVS | Buy | CVS HEALTH CORP | $576,000 | +3.8% | 5,852 | +6.6% | 0.20% | +17.5% |
BA | Buy | BOEING CO | $573,000 | +9.4% | 3,886 | +42.1% | 0.19% | +23.6% |
JPM | Sell | JPMORGAN CHASE & CO | $572,000 | -28.1% | 5,091 | -12.8% | 0.19% | -18.8% |
XOM | Sell | EXXON MOBIL CORP | $565,000 | -36.8% | 6,475 | -40.2% | 0.19% | -28.4% |
DDIV | Buy | FIRST TR EXCHANGE-TRADED FDdorseywright mom | $557,000 | +53.0% | 18,180 | +67.7% | 0.19% | +73.4% |
XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $554,000 | -23.1% | 3,314 | -14.9% | 0.19% | -13.0% |
USRT | Sell | ISHARES TRcre u s reit etf | $548,000 | -22.0% | 9,633 | -11.5% | 0.19% | -11.8% |
PAYX | Sell | PAYCHEX INC | $543,000 | -13.1% | 4,339 | -5.2% | 0.18% | -1.6% |
IBM | Buy | INTERNATIONAL BUSINESS MACHS | $540,000 | +2.1% | 4,090 | +0.5% | 0.18% | +15.1% |
IVE | Sell | ISHARES TRs&p 500 val etf | $541,000 | -7.5% | 3,741 | -0.4% | 0.18% | +4.6% |
IWM | Sell | ISHARES TRrussell 2000 etf | $537,000 | -23.8% | 2,838 | -17.3% | 0.18% | -13.7% |
IJH | Sell | ISHARES TRcore s&p mcp etf | $530,000 | -10.9% | 2,130 | -3.9% | 0.18% | +1.1% |
JMST | Buy | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $532,000 | +66.8% | 10,500 | +66.7% | 0.18% | +87.5% |
SHAG | Buy | WISDOMTREE TRyield enhanced | $527,000 | +17.6% | 10,983 | +18.8% | 0.18% | +33.6% |
PLBY | Buy | PLBY GROUP INC | $528,000 | -44.9% | 76,139 | +4.0% | 0.18% | -37.6% |
DLN | Sell | WISDOMTREE TRus largecap divd | $529,000 | -11.2% | 8,582 | -5.4% | 0.18% | 0.0% |
DES | Sell | WISDOMTREE TRus smallcap divd | $524,000 | -6.9% | 17,498 | -1.0% | 0.18% | +5.3% |
TIP | Sell | ISHARES TRtips bd etf | $522,000 | -15.5% | 4,483 | -9.6% | 0.18% | -4.3% |
ABT | Sell | ABBOTT LABS | $516,000 | -13.1% | 4,717 | -6.0% | 0.18% | -1.7% |
BAH | Sell | BOOZ ALLEN HAMILTON HLDG CORcl a | $511,000 | +8.0% | 5,372 | -0.2% | 0.17% | +21.8% |
EMLP | New | FIRST TR EXCHANGE-TRADED FDno amer energy | $509,000 | – | 18,705 | +100.0% | 0.17% | – |
Sell | WISDOMTREE TRfloatng rat trea | $500,000 | -3.5% | 9,949 | -3.4% | 0.17% | +9.7% | |
FTHI | Buy | FIRST TR EXCHANGE-TRADED FDbuywrit incm etf | $495,000 | -6.2% | 23,557 | +2.2% | 0.17% | +6.3% |
IJK | Sell | ISHARES TRs&p mc 400gr etf | $494,000 | -15.3% | 6,916 | -8.3% | 0.17% | -4.0% |
VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $492,000 | -12.0% | 4,673 | -6.2% | 0.17% | -0.6% |
ACWF | Sell | ISHARES TRmsci gbl multifc | $492,000 | -15.2% | 14,928 | -5.0% | 0.17% | -4.0% |
GNOM | Buy | GLOBAL X FDSgenomic biotech | $486,000 | +7.8% | 31,675 | +5.5% | 0.16% | +22.2% |
ACN | Buy | ACCENTURE PLC IRELAND | $485,000 | -6.4% | 1,594 | +3.7% | 0.16% | +5.8% |
SPLB | Sell | SPDR SER TRportfolio ln cor | $482,000 | -50.0% | 19,005 | -45.2% | 0.16% | -43.6% |
PFM | INVESCO EXCHANGE TRADED FD Tdivid achievev | $479,000 | -5.0% | 13,097 | 0.0% | 0.16% | +7.3% | |
GM | Sell | GENERAL MTRS CO | $476,000 | -19.5% | 13,497 | -0.1% | 0.16% | -9.0% |
LGLV | Sell | SPDR SER TRssga us lrg etf | $471,000 | -8.2% | 3,408 | -4.6% | 0.16% | +3.9% |
DGRO | Buy | ISHARES TRcore div grwth | $469,000 | +11.9% | 9,261 | +18.1% | 0.16% | +26.2% |
AMP | Sell | AMERIPRISE FINL INC | $468,000 | -17.6% | 1,729 | -8.5% | 0.16% | -6.5% |
XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $461,000 | -10.5% | 3,503 | -6.8% | 0.16% | +1.3% |
DGRS | Buy | WISDOMTREE TRus s cap qty div | $460,000 | +33.7% | 10,836 | +40.4% | 0.16% | +51.5% |
ONEY | Sell | SPDR SER TRrussell yield | $458,000 | -10.0% | 4,827 | -3.8% | 0.16% | +1.3% |
BMY | Sell | BRISTOL-MYERS SQUIBB CO | $453,000 | -4.8% | 6,280 | -3.7% | 0.15% | +7.7% |
SPMO | Sell | INVESCO EXCH TRADED FD TR IIs&p 500 momntm | $455,000 | -26.6% | 8,232 | -18.8% | 0.15% | -17.2% |
IBND | Sell | SPDR SER TRbloomberg intl | $447,000 | -35.1% | 15,527 | -28.1% | 0.15% | -26.2% |
IWD | Buy | ISHARES TRrus 1000 val etf | $439,000 | -5.4% | 2,853 | +2.1% | 0.15% | +7.2% |
WCBR | Buy | WISDOMTREE TRcybersecurity fd | $438,000 | -10.4% | 22,028 | +11.6% | 0.15% | +1.4% |
FSK | Buy | FS KKR CAP CORP | $438,000 | -3.9% | 20,093 | +0.7% | 0.15% | +8.8% |
EPD | ENTERPRISE PRODS PARTNERS L | $437,000 | -0.2% | 16,974 | 0.0% | 0.15% | +13.0% | |
SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $436,000 | -23.9% | 12,611 | -15.0% | 0.15% | -14.0% |
PFIG | Sell | INVESCO EXCH TRADED FD TR IIfndmntl ig crp | $432,000 | -25.0% | 17,939 | -23.1% | 0.15% | -15.0% |
LOW | Sell | LOWES COS INC | $434,000 | -17.8% | 2,315 | -11.5% | 0.15% | -7.0% |
HON | Sell | HONEYWELL INTL INC | $432,000 | -9.8% | 2,246 | -8.7% | 0.15% | +2.1% |
VNLA | Buy | JANUS DETROIT STR TRhendrsn shrt etf | $430,000 | +1.9% | 8,838 | +2.9% | 0.15% | +15.9% |
SLYV | Sell | SPDR SER TRs&p 600 smcp val | $431,000 | -10.6% | 5,538 | -4.3% | 0.15% | +1.4% |
ED | Sell | CONSOLIDATED EDISON INC | $429,000 | -5.3% | 4,400 | -8.0% | 0.15% | +7.4% |
ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $421,000 | -28.0% | 978 | -23.8% | 0.14% | -18.3% |
RH | New | RH | $422,000 | – | 1,488 | +100.0% | 0.14% | – |
VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $416,000 | -23.4% | 4,286 | -14.5% | 0.14% | -13.5% |
USAI | Sell | PACER FDS TRamercn enrgy ind | $415,000 | -68.8% | 15,448 | -66.7% | 0.14% | -64.7% |
PDBC | Buy | INVESCO ACTVELY MNGD ETC FDoptimum yield | $414,000 | +11.6% | 24,590 | +17.0% | 0.14% | +26.1% |
MDYV | Sell | SPDR SER TRs&p 400 mdcp val | $414,000 | -14.8% | 6,337 | -8.3% | 0.14% | -4.1% |
DIS | Sell | DISNEY WALT CO | $413,000 | -27.9% | 3,824 | -8.4% | 0.14% | -18.6% |
FXH | Sell | FIRST TR EXCHANGE TRADED FDhlth care alph | $409,000 | -5.5% | 3,744 | -1.0% | 0.14% | +6.9% |
UVSP | UNIVEST FINANCIAL CORPORATIO | $403,000 | -5.8% | 16,000 | 0.0% | 0.14% | +7.0% | |
VB | Buy | VANGUARD INDEX FDSsmall cp etf | $398,000 | -5.0% | 2,038 | +3.4% | 0.14% | +7.1% |
GPN | GLOBAL PMTS INC | $388,000 | -6.1% | 3,016 | 0.0% | 0.13% | +6.5% | |
PDD | New | PINDUODUO INCsponsored ads | $382,000 | – | 7,450 | +100.0% | 0.13% | – |
KMB | Sell | KIMBERLY-CLARK CORP | $379,000 | +1.1% | 2,849 | -6.3% | 0.13% | +15.2% |
KO | Sell | COCA COLA CO | $377,000 | -10.0% | 5,925 | -12.4% | 0.13% | +1.6% |
WM | Sell | WASTE MGMT INC DEL | $374,000 | -22.7% | 2,366 | -22.5% | 0.13% | -12.4% |
BDX | Sell | BECTON DICKINSON & CO | $372,000 | -11.6% | 1,480 | -6.6% | 0.13% | 0.0% |
LLY | Buy | LILLY ELI & CO | $371,000 | +57.9% | 1,212 | +47.8% | 0.13% | +80.0% |
Sell | PROSHARES TRultrapro sht qqq | $370,000 | -73.8% | 10,150 | -75.8% | 0.12% | -70.4% | |
T | Buy | AT&T INC | $367,000 | -15.8% | 19,797 | +7.1% | 0.12% | -5.3% |
GD | Buy | GENERAL DYNAMICS CORP | $365,000 | +11.3% | 1,592 | +17.1% | 0.12% | +26.5% |
Buy | LUCID GROUP INC | $367,000 | -26.0% | 19,758 | +1.3% | 0.12% | -16.8% | |
COWZ | Buy | PACER FDS TRus cash cows 100 | $362,000 | +70.8% | 8,069 | +89.5% | 0.12% | +92.2% |
HAL | Sell | HALLIBURTON CO | $359,000 | -51.2% | 12,090 | -37.8% | 0.12% | -44.8% |
NEE | Sell | NEXTERA ENERGY INC | $358,000 | +2.6% | 4,068 | -1.4% | 0.12% | +15.2% |
C | Sell | CITIGROUP INC | $357,000 | -9.8% | 6,970 | -6.1% | 0.12% | +1.7% |
XLE | Sell | SELECT SECTOR SPDR TRenergy | $353,000 | -10.2% | 4,919 | -4.2% | 0.12% | +1.7% |
BAB | New | INVESCO EXCH TRADED FD TR IItaxable mun bd | $353,000 | – | 12,518 | +100.0% | 0.12% | – |
EXC | EXELON CORP | $353,000 | -5.4% | 7,834 | 0.0% | 0.12% | +7.1% | |
CVX | Sell | CHEVRON CORP NEW | $348,000 | -21.3% | 2,318 | -14.7% | 0.12% | -10.6% |
NFLX | Sell | NETFLIX INC | $345,000 | -86.2% | 1,499 | -77.5% | 0.12% | -84.4% |
New | SIMPLIFY EXCHANGE TRADED FUNhealth care etf | $341,000 | – | 13,258 | +100.0% | 0.12% | – | |
CP | Sell | CANADIAN PAC RY LTD | $339,000 | -24.3% | 4,329 | -20.3% | 0.12% | -14.2% |
SBUX | Sell | STARBUCKS CORP | $334,000 | -5.4% | 3,839 | -1.1% | 0.11% | +6.6% |
TJX | Buy | TJX COS INC NEW | $329,000 | +34.8% | 5,203 | +29.2% | 0.11% | +53.4% |
CSCO | Sell | CISCO SYS INC | $329,000 | -25.6% | 7,343 | -7.4% | 0.11% | -15.2% |
MRVL | Sell | MARVELL TECHNOLOGY INC | $331,000 | -48.8% | 5,772 | -36.0% | 0.11% | -42.3% |
MTUM | Sell | ISHARES TRmsci usa mmentm | $327,000 | -30.4% | 2,331 | -16.5% | 0.11% | -21.3% |
BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $325,000 | -33.9% | 4,222 | -31.7% | 0.11% | -25.2% |
DBC | Sell | INVESCO DB COMMDY INDX TRCKunit | $322,000 | -14.1% | 12,886 | -10.4% | 0.11% | -2.7% |
DG | Sell | DOLLAR GEN CORP NEW | $322,000 | +11.4% | 1,290 | -0.5% | 0.11% | +25.3% |
XMMO | Sell | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $317,000 | -44.8% | 4,057 | -39.0% | 0.11% | -37.2% |
VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $317,000 | -11.0% | 5,715 | +0.1% | 0.11% | +0.9% |
VEA | Sell | VANGUARD TAX-MANAGED INTL FDvan ftse dev mkt | $316,000 | -16.4% | 7,393 | -6.0% | 0.11% | -5.3% |
VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $313,000 | -16.1% | 7,564 | -6.4% | 0.11% | -5.4% |
BBIN | Sell | J P MORGAN EXCHANGE TRADED Fbetabuilders i | $312,000 | -16.4% | 6,290 | -6.4% | 0.11% | -5.4% |
SRVR | PACER FDS TRbnchmrk infra | $307,000 | -9.4% | 8,665 | 0.0% | 0.10% | +2.0% | |
EMB | Sell | ISHARES TRjpmorgan usd emg | $308,000 | -29.5% | 3,475 | -22.3% | 0.10% | -20.6% |
VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $301,000 | -13.3% | 1,450 | -5.0% | 0.10% | -1.9% |
SPAB | Sell | SPDR SER TRportfolio agrgte | $298,000 | -25.1% | 11,060 | -22.8% | 0.10% | -15.1% |
USMV | Sell | ISHARES TRmsci usa min vol | $299,000 | -12.6% | 4,049 | -8.2% | 0.10% | -1.0% |
MMIT | INDEXIQ ACTIVE ETF TRiq mackay intrme | $293,000 | -1.0% | 11,775 | 0.0% | 0.10% | +11.2% | |
ECL | Sell | ECOLAB INC | $289,000 | -7.4% | 1,735 | -1.7% | 0.10% | +4.3% |
GSY | Sell | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $290,000 | -15.0% | 5,851 | -14.6% | 0.10% | -3.9% |
XLK | Sell | SELECT SECTOR SPDR TRtechnology | $285,000 | -20.8% | 1,933 | -14.6% | 0.10% | -10.2% |
FDX | Buy | FEDEX CORP | $286,000 | +1.4% | 1,223 | +0.1% | 0.10% | +14.1% |
COP | Sell | CONOCOPHILLIPS | $280,000 | -21.1% | 3,120 | -12.1% | 0.10% | -10.4% |
FTCS | Sell | FIRST TR EXCHANGE-TRADED FDcap strength etf | $279,000 | -12.5% | 3,778 | -7.3% | 0.10% | -1.0% |
GOVT | Sell | ISHARES TRus treas bd etf | $276,000 | -53.2% | 11,384 | -51.9% | 0.09% | -46.9% |
ETN | Sell | EATON CORP PLC | $276,000 | -10.4% | 1,918 | -5.4% | 0.09% | +2.2% |
UPS | Sell | UNITED PARCEL SERVICE INCcl b | $270,000 | -12.3% | 1,390 | -3.3% | 0.09% | 0.0% |
DEF | Sell | INVESCO EXCH TRD SLF IDX FDdefensive eqty | $270,000 | -9.4% | 3,997 | -5.7% | 0.09% | +3.4% |
XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $268,000 | – | 3,596 | +100.0% | 0.09% | – |
SO | Sell | SOUTHERN CO | $266,000 | +6.4% | 3,417 | -1.0% | 0.09% | +20.0% |
IPKW | Sell | INVESCO EXCH TRADED FD TR IIintl buyback | $264,000 | -25.0% | 8,045 | -12.6% | 0.09% | -14.3% |
CHWY | Buy | CHEWY INCcl a | $262,000 | +3.1% | 6,284 | +0.8% | 0.09% | +17.1% |
DVY | Buy | ISHARES TRselect divid etf | $261,000 | +4.0% | 2,161 | +10.1% | 0.09% | +18.7% |
EBAY | Sell | EBAY INC. | $262,000 | -27.0% | 5,672 | -9.6% | 0.09% | -17.6% |
DVN | Buy | DEVON ENERGY CORP NEW | $261,000 | +0.8% | 4,790 | +9.4% | 0.09% | +14.1% |
AMT | Buy | AMERICAN TOWER CORP NEW | $262,000 | +10.5% | 967 | +2.3% | 0.09% | +25.4% |
LRCX | Buy | LAM RESEARCH CORP | $258,000 | +1.2% | 486 | +2.5% | 0.09% | +15.8% |
IJJ | Buy | ISHARES TRs&p mc 400vl etf | $260,000 | -7.1% | 2,556 | +0.1% | 0.09% | +4.8% |
COG | New | COTERRA ENERGY INC | $260,000 | – | 9,487 | +100.0% | 0.09% | – |
TSN | New | TYSON FOODS INCcl a | $254,000 | – | 2,945 | +100.0% | 0.09% | – |
NUGT | Buy | DIREXION SHS ETF TRdly gold indx 2x | $247,000 | -24.9% | 7,854 | +68.9% | 0.08% | -15.2% |
FLOT | Sell | ISHARES TRfltg rate nt etf | $247,000 | -54.1% | 4,924 | -53.8% | 0.08% | -47.8% |
VHT | Sell | VANGUARD WORLD FDShealth car etf | $245,000 | -3.9% | 1,000 | -0.4% | 0.08% | +9.2% |
PTLC | Sell | PACER FDS TRtrendp us lar cp | $246,000 | -7.2% | 6,544 | -4.4% | 0.08% | +5.1% |
CSX | Buy | CSX CORP | $245,000 | -13.4% | 7,847 | +4.0% | 0.08% | -2.4% |
VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $244,000 | -27.4% | 2,956 | -24.4% | 0.08% | -17.8% |
AEP | Buy | AMERICAN ELEC PWR CO INC | $242,000 | +0.8% | 2,424 | +0.7% | 0.08% | +13.9% |
RGR | STURM RUGER & CO INC | $242,000 | -12.0% | 3,953 | 0.0% | 0.08% | 0.0% | |
MO | Sell | ALTRIA GROUP INC | $242,000 | -36.3% | 5,496 | -24.4% | 0.08% | -28.1% |
DBE | Sell | INVESCO DB MULTI-SECTOR COMMenergy fd | $239,000 | -47.6% | 10,008 | -49.4% | 0.08% | -40.9% |
ORCL | Buy | ORACLE CORP | $240,000 | -8.7% | 3,191 | +0.6% | 0.08% | +2.5% |
VPL | Sell | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $236,000 | -12.6% | 3,551 | -2.7% | 0.08% | -1.2% |
TFC | Sell | TRUIST FINL CORP | $235,000 | -27.5% | 4,776 | -16.4% | 0.08% | -17.5% |
IWS | ISHARES TRrus mdcp val etf | $232,000 | -8.7% | 2,119 | 0.0% | 0.08% | +3.9% | |
EFAX | Buy | SPDR INDEX SHS FDSmsci eafe fs etf | $229,000 | -9.1% | 3,326 | +1.5% | 0.08% | +2.6% |
UNP | Sell | UNION PAC CORP | $227,000 | -51.8% | 1,007 | -41.7% | 0.08% | -45.4% |
PRU | New | PRUDENTIAL FINL INC | $228,000 | – | 2,372 | +100.0% | 0.08% | – |
XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $226,000 | – | 3,017 | +100.0% | 0.08% | – |
FTXN | New | FIRST TR EXCHANGE-TRADED FDnasdq oil gas | $222,000 | – | 9,330 | +100.0% | 0.08% | – |
PM | Sell | PHILIP MORRIS INTL INC | $217,000 | +3.3% | 2,212 | -1.1% | 0.07% | +17.5% |
IHI | Sell | ISHARES TRu.s. med dvc etf | $219,000 | -22.9% | 4,045 | -13.3% | 0.07% | -12.9% |
CMCSA | Sell | COMCAST CORP NEWcl a | $214,000 | -21.9% | 5,480 | -6.5% | 0.07% | -11.0% |
CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $216,000 | -15.6% | 1,140 | +1.2% | 0.07% | -5.2% |
CMI | Sell | CUMMINS INC | $211,000 | 0.0% | 981 | -4.8% | 0.07% | +14.3% |
FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $213,000 | -26.0% | 1,434 | -6.3% | 0.07% | -16.3% |
IEFA | ISHARES TRcore msci eafe | $213,000 | -11.2% | 3,447 | 0.0% | 0.07% | 0.0% | |
CMG | CHIPOTLE MEXICAN GRILL INC | $211,000 | +0.5% | 133 | 0.0% | 0.07% | +14.3% | |
PXD | New | PIONEER NAT RES CO | $210,000 | – | 986 | +100.0% | 0.07% | – |
New | DRAFTKINGS INC NEW | $209,000 | – | 12,931 | +100.0% | 0.07% | – | |
ABC | AMERISOURCEBERGEN CORP | $205,000 | -9.7% | 1,469 | 0.0% | 0.07% | +2.9% | |
RPG | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $202,000 | -39.5% | 1,191 | -34.4% | 0.07% | -31.0% |
GS | Buy | GOLDMAN SACHS GROUP INC | $203,000 | +0.5% | 615 | +0.5% | 0.07% | +13.1% |
XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $204,000 | -23.0% | 2,123 | -17.5% | 0.07% | -12.7% |
VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $202,000 | -22.0% | 2,619 | -20.9% | 0.07% | -11.5% |
CLF | Buy | CLEVELAND-CLIFFS INC NEW | $192,000 | -11.1% | 10,730 | +60.0% | 0.06% | 0.0% |
Buy | BRC INC | $164,000 | -35.7% | 18,300 | +50.0% | 0.06% | -26.3% | |
HIPS | GRANITESHARES ETF TRhips us high inc | $133,000 | -7.6% | 10,000 | 0.0% | 0.04% | +4.7% | |
FSD | FIRST TR HIGH INCOME LONG / | $132,000 | -7.7% | 10,600 | 0.0% | 0.04% | +4.7% | |
PCT | New | PURECYCLE TECHNOLOGIES INC | $116,000 | – | 13,476 | +100.0% | 0.04% | – |
PPSI | New | PIONEER PWR SOLUTIONS INC | $108,000 | – | 33,240 | +100.0% | 0.04% | – |
EXG | EATON VANCE TAX-MANAGED GLOB | $102,000 | -8.9% | 11,500 | 0.0% | 0.04% | +2.9% | |
ETJ | EATON VANCE RISK-MANAGED DIV | $99,000 | -2.0% | 10,189 | 0.0% | 0.03% | +13.3% | |
INDI | Sell | INDIE SEMICONDUCTOR INC | $82,000 | -27.4% | 10,700 | -25.9% | 0.03% | -17.6% |
TCS | New | CONTAINER STORE GROUP INC | $72,000 | – | 10,000 | +100.0% | 0.02% | – |
OSMT | RVL PHARMACEUTICALS PLC | $59,000 | -7.8% | 37,823 | 0.0% | 0.02% | +5.3% | |
DAO | New | YOUDAO INCsponsored ads | $47,000 | – | 10,700 | +100.0% | 0.02% | – |
AGEN | Buy | AGENUS INC | $33,000 | +3.1% | 13,030 | +0.7% | 0.01% | +10.0% |
INFI | Exit | INFINITY PHARMACEUTICALS INC | $0 | – | -10,000 | -100.0% | -0.00% | – |
NCV | Exit | VIRTUS ALLIANZGI CONVERTIBLE | $0 | – | -10,100 | -100.0% | -0.02% | – |
GAB | Exit | GABELLI EQUITY TR INC | $0 | – | -10,800 | -100.0% | -0.02% | – |
Exit | ASHFORD HOSPITALITY TR INC | $0 | – | -14,820 | -100.0% | -0.05% | – | |
SNLN | Exit | HIGHLAND FDS Ihi ld iboxx srln | $0 | – | -10,970 | -100.0% | -0.05% | – |
HDV | Exit | ISHARES TRcore high dv etf | $0 | – | -1,873 | -100.0% | -0.06% | – |
MMM | Exit | 3M CO | $0 | – | -1,376 | -100.0% | -0.06% | – |
INTC | Exit | INTEL CORP | $0 | – | -4,129 | -100.0% | -0.06% | – |
EW | Exit | EDWARDS LIFESCIENCES CORP | $0 | – | -1,743 | -100.0% | -0.06% | – |
FYX | Exit | FIRST TR SML CP CORE ALPHA F | $0 | – | -2,241 | -100.0% | -0.06% | – |
SLV | Exit | ISHARES SILVER TRishares | $0 | – | -9,004 | -100.0% | -0.06% | – |
IMCG | Exit | ISHARES TRmrgstr md cp grw | $0 | – | -3,255 | -100.0% | -0.06% | – |
XLF | Exit | SELECT SECTOR SPDR TRfinancial | $0 | – | -5,556 | -100.0% | -0.06% | – |
FEX | Exit | FIRST TR LRGE CP CORE ALPHA | $0 | – | -2,448 | -100.0% | -0.06% | – |
LEMB | Exit | ISHARES INCjp morgan em etf | $0 | – | -5,911 | -100.0% | -0.06% | – |
CLOU | Exit | GLOBAL X FDS | $0 | – | -10,063 | -100.0% | -0.07% | – |
PEGA | Exit | PEGASYSTEMS INC | $0 | – | -2,816 | -100.0% | -0.07% | – |
XOP | Exit | SPDR SER TRs&p oilgas exp | $0 | – | -1,715 | -100.0% | -0.07% | – |
COIN | Exit | COINBASE GLOBAL INC | $0 | – | -1,251 | -100.0% | -0.07% | – |
ABNB | Exit | AIRBNB INC | $0 | – | -1,390 | -100.0% | -0.07% | – |
VTIP | Exit | VANGUARD MALVERN FDSstrm infproidx | $0 | – | -4,773 | -100.0% | -0.07% | – |
TWLO | Exit | TWILIO INCcl a | $0 | – | -1,580 | -100.0% | -0.08% | – |
NSC | Exit | NORFOLK SOUTHN CORP | $0 | – | -951 | -100.0% | -0.08% | – |
TGT | Exit | TARGET CORP | $0 | – | -1,368 | -100.0% | -0.09% | – |
FAZ | Exit | DIREXION SHS ETF TRdaily finl bear | $0 | – | -16,750 | -100.0% | -0.09% | – |
BIV | Exit | VANGUARD BD INDEX FDSintermed term | $0 | – | -3,856 | -100.0% | -0.10% | – |
PXE | Exit | INVESCO EXCHANGE TRADED FD Tdynmc enrg exp | $0 | – | -12,690 | -100.0% | -0.10% | – |
OKE | Exit | ONEOK INC NEW | $0 | – | -5,347 | -100.0% | -0.11% | – |
VLO | Exit | VALERO ENERGY CORP | $0 | – | -3,749 | -100.0% | -0.11% | – |
SQ | Exit | BLOCK INCcl a | $0 | – | -3,007 | -100.0% | -0.12% | – |
VIXY | Exit | PROSHARES TR IIvix sh trm futrs | $0 | – | -29,470 | -100.0% | -0.15% | – |
PSLV | Exit | SPROTT PHYSICAL SILVER TRtr unit | $0 | – | -56,300 | -100.0% | -0.15% | – |
TLT | Exit | ISHARES TR20 yr tr bd etf | $0 | – | -4,161 | -100.0% | -0.16% | – |
RSP | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $0 | – | -3,700 | -100.0% | -0.18% | – |
DBO | Exit | INVESCO DB MULTI-SECTOR COMMoil fd | $0 | – | -34,529 | -100.0% | -0.18% | – |
PRGO | Exit | PERRIGO CO PLC | $0 | – | -21,823 | -100.0% | -0.25% | – |
TZA | Exit | DIREXION SHS ETF TRdaily sm cp bear | $0 | – | -32,180 | -100.0% | -0.30% | – |
LMBS | Exit | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $0 | – | -24,313 | -100.0% | -0.36% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-11
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.