$121 Million is the total value of Freedman Financial Associates, Inc.'s 487 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 12.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VXF | Buy | VANGUARD EXTENDED MARKET ETFetf | $18,782,000 | +11.0% | 106,168 | +3.4% | 15.51% | +2.1% |
| IWF | Buy | ISHARES RUSSELL 1000 GROWTH ETFetf | $12,382,000 | +3.9% | 50,946 | +3.1% | 10.23% | -4.4% |
| CMCSA | COMCAST CORP CL A NEW | $10,722,000 | +3.3% | 198,152 | 0.0% | 8.86% | -5.0% | |
| VIG | Buy | VANGUARD DIVIDEND APPRECIATION ETFetf | $9,107,000 | +9.4% | 61,917 | +5.0% | 7.52% | +0.6% |
| PWV | Sell | INVESCO DYNAMIC LARGE CAP VALUE ETFetf | $7,554,000 | +9.4% | 177,081 | -1.1% | 6.24% | +0.6% |
| SPY | SPDR S&P 500 ETFetf | $5,232,000 | +6.0% | 13,201 | 0.0% | 4.32% | -2.5% | |
| IJR | Sell | ISHARES CORE S&P SMALL CAP ETFetf | $4,230,000 | +17.8% | 38,973 | -0.3% | 3.49% | +8.3% |
| IJS | Sell | ISHARES S&P SMALL CAP 600 VALUE ETFetf | $3,165,000 | +21.5% | 31,413 | -2.0% | 2.61% | +11.8% |
| IWS | Sell | ISHARES RUSSELL MID CAP VALUE ETFetf | $2,532,000 | +9.3% | 23,162 | -3.0% | 2.09% | +0.6% |
| IJT | Sell | ISHARES S&P SMALL CAP 600 GROWTH ETFetf | $1,585,000 | +12.0% | 12,363 | -0.2% | 1.31% | +3.1% |
| IWP | Sell | ISHARES RUSSELL MID CAP GROWTH ETFetf | $1,561,000 | -2.1% | 15,292 | -1.6% | 1.29% | -10.0% |
| T | Sell | AT&T INC | $1,448,000 | +4.9% | 47,840 | -0.4% | 1.20% | -3.5% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,392,000 | +39.3% | 23,943 | +40.8% | 1.15% | +28.2% |
| AAPL | Buy | APPLE INC | $1,357,000 | -5.6% | 11,118 | +2.6% | 1.12% | -13.2% |
| VTI | VANGUARD TOTAL STOCK MARKET ETFetf | $1,228,000 | +6.1% | 5,943 | 0.0% | 1.01% | -2.4% | |
| MSFT | MICROSOFT CORP | $1,214,000 | +5.9% | 5,153 | 0.0% | 1.00% | -2.5% | |
| IWB | Buy | ISHARES RUSSELL 1000 ETFetf | $1,166,000 | +8.3% | 5,210 | +2.5% | 0.96% | -0.4% |
| DES | Buy | WISDOMTREE U S SMALL CAP DIVIDEND ETFetf | $1,149,000 | +17.1% | 36,874 | +0.0% | 0.95% | +7.7% |
| SDY | SPDR SERIES TRUST S&P DIVIDEND ETFetf | $1,073,000 | +11.4% | 9,095 | 0.0% | 0.89% | +2.4% | |
| LPLA | LPL FINANCIAL HOLDINGS INC | $995,000 | +36.3% | 7,000 | 0.0% | 0.82% | +25.5% | |
| BAC | Buy | BANK OF AMERICA CORP | $952,000 | +28.0% | 24,598 | +0.2% | 0.79% | +17.7% |
| JPM | Sell | JPMORGAN CHASE & CO | $918,000 | +16.3% | 6,031 | -2.8% | 0.76% | +7.1% |
| PDM | Sell | PIEDMONT OFFICE REALTY TRUST INC CL A | $785,000 | +4.7% | 45,215 | -2.2% | 0.65% | -3.7% |
| IVE | ISHARES S&P 500 VALUE ETFetf | $766,000 | +10.2% | 5,425 | 0.0% | 0.63% | +1.4% | |
| LOW | Buy | LOWES COMPANIES INC | $737,000 | +18.5% | 3,878 | +0.1% | 0.61% | +9.1% |
| IWD | ISHARES RUSSELL 1000 VALUE ETFetf | $645,000 | +10.8% | 4,254 | 0.0% | 0.53% | +1.9% | |
| PG | PROCTER & GAMBLE CO | $615,000 | -2.7% | 4,539 | 0.0% | 0.51% | -10.4% | |
| GE | Sell | GENERAL ELECTRIC CO | $564,000 | +7.4% | 42,963 | -11.6% | 0.47% | -1.1% |
| HD | HOME DEPOT INC | $563,000 | +14.9% | 1,845 | 0.0% | 0.46% | +5.7% | |
| HON | HONEYWELL INTL INC | $549,000 | +2.0% | 2,529 | 0.0% | 0.45% | -6.2% | |
| XOM | Sell | EXXON MOBIL CORP | $522,000 | +30.8% | 9,350 | -3.3% | 0.43% | +20.4% |
| IVV | Sell | ISHARES CORE S&P 500 ETFetf | $499,000 | +3.5% | 1,254 | -2.3% | 0.41% | -4.8% |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETFetf | $447,000 | +10.6% | 4,420 | 0.0% | 0.37% | +1.7% | |
| JNJ | Buy | JOHNSON & JOHNSON | $439,000 | +4.5% | 2,671 | +0.1% | 0.36% | -3.7% |
| MDYG | SPDR SERIES TRUST S&P 400 MID CAP GROWTH ETFetf | $422,000 | +8.2% | 5,625 | 0.0% | 0.35% | -0.3% | |
| PFE | Sell | PFIZER INC | $406,000 | -4.0% | 11,194 | -2.6% | 0.34% | -11.8% |
| VCSH | VANGUARD SHORT TERM CORP BOND ETFetf | $369,000 | -1.1% | 4,479 | 0.0% | 0.30% | -9.0% | |
| IJH | Buy | ISHARES CORE S&P MID CAP ETFetf | $356,000 | +13.4% | 1,366 | +0.1% | 0.29% | +4.3% |
| MRK | Buy | MERCK & COMPANY INC NEW | $354,000 | -4.8% | 4,592 | +1.1% | 0.29% | -12.6% |
| TSLA | Sell | TESLA INC | $334,000 | -9.0% | 500 | -3.8% | 0.28% | -16.4% |
| ES | EVERSOURCE ENERGY | $330,000 | +0.3% | 3,807 | 0.0% | 0.27% | -7.5% | |
| AVGO | BROADCOM INC | $317,000 | +5.7% | 685 | 0.0% | 0.26% | -2.6% | |
| DVY | ISHARES SELECT DIVIDEND ETFetf | $302,000 | +18.9% | 2,645 | 0.0% | 0.25% | +9.2% | |
| VNQ | Buy | VANGUARD REAL ESTATE INDEX ETFetf | $287,000 | +8.3% | 3,125 | +0.1% | 0.24% | -0.4% |
| MMM | 3M COMPANY | $275,000 | +10.4% | 1,426 | 0.0% | 0.23% | +1.3% | |
| AMZN | Buy | AMAZON.COM INC | $253,000 | -3.1% | 82 | +2.5% | 0.21% | -10.7% |
| HDV | ISHARES CORE HIGH DIVIDEND ETFetf | $251,000 | +8.2% | 2,650 | 0.0% | 0.21% | -0.5% | |
| XLV | SECTOR HEALTHCARE SELECT SECTOR SPDR ETFetf | $247,000 | +2.9% | 2,119 | 0.0% | 0.20% | -5.1% | |
| IUSG | Buy | ISHARES CORE S&P U S GROWTH ETFetf | $246,000 | +10.8% | 2,713 | +8.5% | 0.20% | +2.0% |
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETFetf | $240,000 | +7.6% | 728 | 0.0% | 0.20% | -1.0% | |
| WEC | WEC ENERGY GROUP INC | $237,000 | +1.7% | 2,527 | 0.0% | 0.20% | -6.2% | |
| EPD | ENTERPRISE PRODUCTS PARTNERS LTD PARTNERSHIPmaster limited partnership | $233,000 | +12.6% | 10,572 | 0.0% | 0.19% | +3.2% | |
| EFA | ISHARES MSCI EAFE ETFetf | $229,000 | +4.1% | 3,016 | 0.0% | 0.19% | -4.5% | |
| IWR | ISHARES RUSSELL MID CAP ETFetf | $219,000 | +7.9% | 2,957 | 0.0% | 0.18% | -0.5% | |
| IEMG | Buy | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $217,000 | +13.6% | 3,373 | +9.7% | 0.18% | +4.7% |
| CSX | CSX CORP | $213,000 | +6.5% | 2,207 | 0.0% | 0.18% | -2.2% | |
| SO | SOUTHERN COMPANY | $208,000 | +1.5% | 3,340 | 0.0% | 0.17% | -6.5% | |
| PEP | Buy | PEPSICO INC | $206,000 | -4.6% | 1,457 | +0.2% | 0.17% | -12.4% |
| FB | Buy | FACEBOOK INC CL A | $198,000 | +253.6% | 673 | +229.9% | 0.16% | +228.0% |
| UNP | UNION PACIFIC CORP | $193,000 | +5.5% | 877 | 0.0% | 0.16% | -3.0% | |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $191,000 | +19.4% | 2,476 | +10.7% | 0.16% | +9.7% |
| GOOGL | Buy | ALPHABET INC CL A | $185,000 | +20.1% | 90 | +2.3% | 0.15% | +10.9% |
| EXC | EXELON CORP | $184,000 | +3.4% | 4,214 | 0.0% | 0.15% | -5.0% | |
| DIS | WALT DISNEY CO | $181,000 | +1.7% | 984 | 0.0% | 0.15% | -6.9% | |
| IEFA | Buy | ISHARES CORE MSCI EAFE ETFetf | $175,000 | +11.5% | 2,425 | +6.6% | 0.14% | +2.8% |
| CSCO | CISCO SYSTEMS INC | $172,000 | +15.4% | 3,325 | 0.0% | 0.14% | +6.0% | |
| SPYG | SPDR PORTFOLIO S&P 500 GROWTH ETFetf | $169,000 | +1.8% | 3,000 | 0.0% | 0.14% | -6.0% | |
| IMO | IMPERIAL OIL LTD NEW | $167,000 | +26.5% | 6,921 | 0.0% | 0.14% | +16.0% | |
| JBLU | JETBLUE AIRWAYS CORP | $167,000 | +40.3% | 8,200 | 0.0% | 0.14% | +29.0% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $165,000 | -1.8% | 361 | 0.0% | 0.14% | -9.9% | |
| BA | BOEING COMPANY | $163,000 | +19.0% | 641 | 0.0% | 0.14% | +9.8% | |
| F | FORD MOTOR CO NEW | $163,000 | +39.3% | 13,287 | 0.0% | 0.14% | +28.6% | |
| APO | APOLLO GLOBAL MANAGEMENT INC CL A | $150,000 | -4.5% | 3,200 | 0.0% | 0.12% | -12.1% | |
| TTM | TATA MOTORS LTD SPON ADR | $150,000 | +64.8% | 7,200 | 0.0% | 0.12% | +51.2% | |
| V | VISA INC CL A | $149,000 | -3.2% | 704 | 0.0% | 0.12% | -10.9% | |
| NVDA | Sell | NVIDIA CORP | $147,000 | -19.7% | 276 | -21.4% | 0.12% | -26.2% |
| SCHX | SCHWAB U S LARGE CAP ETFetf | $142,000 | +5.2% | 1,481 | 0.0% | 0.12% | -3.3% | |
| FDX | FEDEX CORP | $139,000 | +9.4% | 491 | 0.0% | 0.12% | +0.9% | |
| USMV | ISHARES MSCI USA MIN VOLATILITY FACTOR ETFetf | $138,000 | +1.5% | 1,998 | 0.0% | 0.11% | -6.6% | |
| TT | TRANE TECHNOLOGIES PLC | $134,000 | +14.5% | 808 | 0.0% | 0.11% | +5.7% | |
| VB | Buy | VANGUARD SMALL CAP ETFetf | $133,000 | +12.7% | 620 | +2.5% | 0.11% | +3.8% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $132,000 | +10.0% | 355 | +3.8% | 0.11% | +0.9% |
| TTE | TOTAL SE SPON ADR | $130,000 | +11.1% | 2,797 | 0.0% | 0.11% | +1.9% | |
| DHR | DANAHER CORP | $127,000 | +1.6% | 563 | 0.0% | 0.10% | -6.2% | |
| IBM | INTL BUSINESS MACHINES CORP | $127,000 | +5.8% | 950 | 0.0% | 0.10% | -2.8% | |
| MANH | MANHATTAN ASSOCIATES INC | $125,000 | +11.6% | 1,068 | 0.0% | 0.10% | +2.0% | |
| FNDX | SCHWAB FUNDAMENTAL U S LARGE CO INDEX ETFetf | $123,000 | +13.9% | 2,378 | 0.0% | 0.10% | +5.2% | |
| CNBKA | CENTURY BANCORP INC MASS CL A NON VTG | $121,000 | +19.8% | 1,300 | 0.0% | 0.10% | +9.9% | |
| AXP | AMERICAN EXPRESS CO | $120,000 | +16.5% | 849 | 0.0% | 0.10% | +7.6% | |
| KSU | KANSAS CITY SOUTHERN NEW | $119,000 | +29.3% | 450 | 0.0% | 0.10% | +18.1% | |
| BRKB | Buy | BERKSHIRE HATHAWAY INC CL B NEW | $119,000 | +14.4% | 465 | +3.3% | 0.10% | +5.4% |
| EXPE | EXPEDIA GROUP INC | $117,000 | +30.0% | 680 | 0.0% | 0.10% | +19.8% | |
| BAM | Buy | BROOKFIELD ASSET MANAGEMENT INC VOTING SHS CL A | $118,000 | +12.4% | 2,656 | +4.4% | 0.10% | +3.2% |
| CARA | CARA THERAPEUTICS INC | $117,000 | +42.7% | 5,400 | 0.0% | 0.10% | +31.1% | |
| IWM | ISHARES RUSSELL 2000 ETFetf | $115,000 | +12.7% | 521 | 0.0% | 0.10% | +3.3% | |
| NEE | NEXTERA ENERGY INC | $113,000 | -2.6% | 1,500 | 0.0% | 0.09% | -10.6% | |
| CVS | Buy | CVS HEALTH CORP | $113,000 | +10.8% | 1,498 | +0.1% | 0.09% | +1.1% |
| INTU | INTUIT INC | $110,000 | +0.9% | 287 | 0.0% | 0.09% | -7.1% | |
| SNAP | SNAP INC CL A | $110,000 | +4.8% | 2,100 | 0.0% | 0.09% | -3.2% | |
| WM | WASTE MANAGEMENT INC DEL | $109,000 | +10.1% | 843 | 0.0% | 0.09% | +1.1% | |
| PSX | PHILLIPS 66 | $105,000 | +16.7% | 1,286 | 0.0% | 0.09% | +7.4% | |
| FISV | FISERV INC | $103,000 | +5.1% | 864 | 0.0% | 0.08% | -3.4% | |
| KYN | KAYNE ANDERSON ENERGY INFRASTRUCTURE FUND INC | $102,000 | +24.4% | 14,292 | 0.0% | 0.08% | +13.5% | |
| IVW | Buy | ISHARES S&P 500 GROWTH ETFetf | $99,000 | +2.1% | 1,516 | +0.2% | 0.08% | -5.7% |
| LLY | ELI LILLY & CO | $98,000 | +10.1% | 525 | 0.0% | 0.08% | +1.2% | |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETFetf | $97,000 | +7.8% | 2,000 | 0.0% | 0.08% | -1.2% | |
| NGG | Buy | NATIONAL GRID PLC SPON ADR NEW 2017 | $97,000 | +977.8% | 1,629 | +944.2% | 0.08% | +900.0% |
| INTC | INTEL CORP | $96,000 | +29.7% | 1,494 | 0.0% | 0.08% | +19.7% | |
| VV | VANGUARD LARGE CAP ETFetf | $95,000 | +4.4% | 515 | 0.0% | 0.08% | -4.9% | |
| CVX | CHEVRON CORP | $95,000 | +23.4% | 911 | 0.0% | 0.08% | +13.0% | |
| GOOG | Buy | ALPHABET INC CL C | $93,000 | +20.8% | 45 | +2.3% | 0.08% | +11.6% |
| KLAC | KLA CORP | $93,000 | +27.4% | 281 | 0.0% | 0.08% | +16.7% | |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $93,000 | +27.4% | 1,701 | -7.6% | 0.08% | +16.7% |
| MDLZ | Sell | MONDELEZ INTERNATIONAL INC CL A | $92,000 | -6.1% | 1,569 | -6.2% | 0.08% | -13.6% |
| COST | COSTCO WHOLESALE CORP | $90,000 | -6.2% | 255 | 0.0% | 0.07% | -14.0% | |
| MCD | MCDONALDS CORP | $90,000 | +4.7% | 400 | 0.0% | 0.07% | -3.9% | |
| VWO | Buy | VANGUARD FTSE EMERGING MARKETS ETFetf | $89,000 | +6.0% | 1,711 | +2.5% | 0.07% | -1.3% |
| WHR | WHIRLPOOL CORP | $88,000 | +22.2% | 400 | 0.0% | 0.07% | +12.3% | |
| GIS | Sell | GENERAL MILLS INC | $86,000 | -2.3% | 1,410 | -5.4% | 0.07% | -10.1% |
| ASML | ASML HOLDING NV NY REGISTRY SHS NEW 2012 | $85,000 | +26.9% | 138 | 0.0% | 0.07% | +16.7% | |
| UPS | UNITED PARCEL SERVICE INC CL B | $85,000 | +1.2% | 500 | 0.0% | 0.07% | -6.7% | |
| PLD | PROLOGIS INC | $85,000 | +6.2% | 800 | 0.0% | 0.07% | -2.8% | |
| DELL | DELL TECHNOLOGIES INC CL C | $84,000 | +20.0% | 956 | 0.0% | 0.07% | +9.5% | |
| LIN | LINDE PLC | $84,000 | +6.3% | 300 | 0.0% | 0.07% | -2.8% | |
| DUK | DUKE ENERGY CORP NEW | $84,000 | +5.0% | 873 | 0.0% | 0.07% | -4.2% | |
| QQQ | INVESCO QQQ ETFetf | $83,000 | +1.2% | 260 | 0.0% | 0.07% | -6.8% | |
| ILMN | ILLUMINA INC | $83,000 | +3.8% | 215 | 0.0% | 0.07% | -4.2% | |
| FVD | Buy | FIRST TRUST VALUE LINE DIVIDEND INDEX ETFetf | $82,000 | +7.9% | 2,166 | +0.5% | 0.07% | 0.0% |
| AMGN | AMGEN INC | $81,000 | +8.0% | 325 | 0.0% | 0.07% | 0.0% | |
| FNDA | SCHWAB FUNDAMENTAL U S SMALL CO INDEX ETFetf | $77,000 | +16.7% | 1,528 | 0.0% | 0.06% | +8.5% | |
| AMAT | APPLIED MATERIALS INC | $78,000 | +56.0% | 582 | 0.0% | 0.06% | +42.2% | |
| TJX | TJX COS INC NEW | $78,000 | -3.7% | 1,182 | 0.0% | 0.06% | -12.3% | |
| AMD | ADVANCED MICRO DEVICES INC | $78,000 | -15.2% | 1,000 | 0.0% | 0.06% | -22.9% | |
| SCHA | SCHWAB U S SMALL CAP ETFetf | $78,000 | +13.0% | 778 | 0.0% | 0.06% | +3.2% | |
| BMY | BRISTOL MYERS SQUIBB COMPANY | $76,000 | +1.3% | 1,202 | 0.0% | 0.06% | -6.0% | |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETFetf | $76,000 | +1.3% | 213 | 0.0% | 0.06% | -6.0% | |
| MU | MICRON TECHNOLOGY INC | $75,000 | +17.2% | 851 | 0.0% | 0.06% | +8.8% | |
| SYK | STRYKER CORP | $74,000 | 0.0% | 304 | 0.0% | 0.06% | -7.6% | |
| GILD | GILEAD SCIENCES INC | $73,000 | +10.6% | 1,135 | 0.0% | 0.06% | +1.7% | |
| CHTR | CHARTER COMMUNICATIONS INC NEW CL A | $73,000 | -6.4% | 118 | 0.0% | 0.06% | -14.3% | |
| HPQ | HP INC | $72,000 | +28.6% | 2,264 | 0.0% | 0.06% | +18.0% | |
| COP | CONOCOPHILLIPS | $72,000 | +33.3% | 1,350 | 0.0% | 0.06% | +22.9% | |
| FLO | FLOWERS FOODS INC | $72,000 | +4.3% | 3,037 | 0.0% | 0.06% | -4.8% | |
| FCX | FREEPORT MCMORAN INC | $72,000 | +26.3% | 2,200 | 0.0% | 0.06% | +15.7% | |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $71,000 | +10.9% | 500 | 0.0% | 0.06% | +3.5% | |
| ROP | ROPER TECHNOLOGIES INC | $69,000 | -6.8% | 172 | 0.0% | 0.06% | -13.6% | |
| AYI | ACUITY BRANDS INC | $69,000 | +38.0% | 416 | 0.0% | 0.06% | +26.7% | |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETFetf | $69,000 | +7.8% | 233 | 0.0% | 0.06% | 0.0% | |
| AZO | AUTOZONE INC | $69,000 | +19.0% | 49 | 0.0% | 0.06% | +9.6% | |
| DON | Buy | WISDOMTREE U S MID CAP DIVIDEND ETFetf | $69,000 | +56.8% | 1,700 | +33.9% | 0.06% | +42.5% |
| ABT | ABBOTT LABORATORIES | $69,000 | +9.5% | 576 | 0.0% | 0.06% | 0.0% | |
| ADBE | ADOBE INC | $68,000 | -5.6% | 143 | 0.0% | 0.06% | -13.8% | |
| ICLR | ICON PLC | $68,000 | +1.5% | 345 | 0.0% | 0.06% | -6.7% | |
| TAP | MOLSON COORS BEVERAGE COMPANY CLASS B | $66,000 | +11.9% | 1,300 | 0.0% | 0.06% | +3.8% | |
| DTE | Sell | DTE ENERGY CO | $67,000 | -11.8% | 500 | -20.0% | 0.06% | -19.1% |
| RDSA | ROYAL DUTCH SHELL PLC SPONSORED ADR REPSTG A SHARES | $67,000 | +11.7% | 1,715 | 0.0% | 0.06% | +1.9% | |
| ULTA | ULTA BEAUTY INC | $67,000 | +8.1% | 217 | 0.0% | 0.06% | -1.8% | |
| FR | FIRST INDUSTRIAL REALTY TRUST | $67,000 | +8.1% | 1,471 | 0.0% | 0.06% | -1.8% | |
| ABBV | Buy | ABBVIE INC | $66,000 | +1.5% | 608 | +0.3% | 0.06% | -5.2% |
| ORCL | ORACLE CORP | $65,000 | +8.3% | 932 | 0.0% | 0.05% | 0.0% | |
| MDT | MEDTRONIC PLC | $65,000 | +1.6% | 549 | 0.0% | 0.05% | -5.3% | |
| WAB | Sell | WABTEC | $65,000 | +4.8% | 816 | -3.5% | 0.05% | -3.6% |
| WFC | WELLS FARGO & CO NEW | $65,000 | +30.0% | 1,664 | 0.0% | 0.05% | +20.0% | |
| PHO | INVESCO WATER RES ETFetf | $63,000 | +6.8% | 1,267 | 0.0% | 0.05% | -1.9% | |
| GLW | CORNING INC | $62,000 | +21.6% | 1,419 | 0.0% | 0.05% | +10.9% | |
| CARR | CARRIER GLOBAL CORP | $60,000 | +11.1% | 1,430 | 0.0% | 0.05% | +4.2% | |
| ADI | Buy | ANALOG DEVICES INC | $61,000 | +5.2% | 394 | +0.3% | 0.05% | -3.8% |
| IWO | ISHARES RUSSELL 2000 GROWTH ETFetf | $60,000 | +5.3% | 198 | 0.0% | 0.05% | -2.0% | |
| AMT | AMERICAN TOWER CORP NEW | $60,000 | +7.1% | 250 | 0.0% | 0.05% | 0.0% | |
| DD | DUPONT DE NEMOURS INC | $61,000 | +8.9% | 793 | 0.0% | 0.05% | 0.0% | |
| PH | PARKER-HANNIFIN CORP | $59,000 | +15.7% | 186 | 0.0% | 0.05% | +6.5% | |
| ROST | ROSS STORES INC | $59,000 | -3.3% | 494 | 0.0% | 0.05% | -10.9% | |
| KO | COCA-COLA COMPANY | $58,000 | -3.3% | 1,100 | 0.0% | 0.05% | -11.1% | |
| BFB | BROWN-FORMAN CORP CL B | $58,000 | -13.4% | 844 | 0.0% | 0.05% | -20.0% | |
| ITOT | ISHARES CORE S&P TOTAL U S STOCK MARKET ETFetf | $57,000 | +7.5% | 620 | 0.0% | 0.05% | -2.1% | |
| SPGI | S&P GLOBAL INC | $57,000 | +5.6% | 163 | 0.0% | 0.05% | -2.1% | |
| VOT | VANGUARD MID CAP GROWTH ETFetf | $57,000 | +1.8% | 265 | 0.0% | 0.05% | -6.0% | |
| MCK | MCKESSON CORP | $56,000 | +12.0% | 287 | 0.0% | 0.05% | +2.2% | |
| MTCH | MATCH GROUP INC NEW | $55,000 | -9.8% | 403 | 0.0% | 0.04% | -18.2% | |
| A | AGILENT TECHNOLOGIES INC | $55,000 | +7.8% | 431 | 0.0% | 0.04% | -2.2% | |
| PKI | PERKINELMER INC | $54,000 | -11.5% | 424 | 0.0% | 0.04% | -18.2% | |
| EMR | EMERSON ELECTRIC CO | $54,000 | +12.5% | 600 | 0.0% | 0.04% | +4.7% | |
| TFX | TELEFLEX INC | $54,000 | +1.9% | 129 | 0.0% | 0.04% | -6.2% | |
| VO | Buy | VANGUARD MID CAP ETFetf | $53,000 | +23.3% | 241 | +14.8% | 0.04% | +12.8% |
| ATUS | ALTICE USA INC CL A | $52,000 | -14.8% | 1,600 | 0.0% | 0.04% | -21.8% | |
| VFH | VANGUARD FINANCIALS ETFetf | $52,000 | +18.2% | 610 | 0.0% | 0.04% | +7.5% | |
| NCR | NCR CORP NEW | $51,000 | +2.0% | 1,332 | 0.0% | 0.04% | -6.7% | |
| CNO | CNO FINANCIAL GROUP INC | $51,000 | +8.5% | 2,100 | 0.0% | 0.04% | 0.0% | |
| PGF | INVESCO FINANCIAL PREFERRED ETFetf | $51,000 | -1.9% | 2,700 | 0.0% | 0.04% | -10.6% | |
| SNA | SNAP ON INC | $50,000 | +35.1% | 216 | 0.0% | 0.04% | +24.2% | |
| AME | Sell | AMETEK INC NEW | $49,000 | -61.7% | 384 | -63.7% | 0.04% | -65.2% |
| ABC | AMERISOURCEBERGEN CORP | $49,000 | +19.5% | 415 | 0.0% | 0.04% | +8.1% | |
| VBK | VANGUARD SMALL CAP GROWTH ETFetf | $49,000 | +2.1% | 179 | 0.0% | 0.04% | -7.0% | |
| SYY | SYSCO CORP | $48,000 | +6.7% | 608 | 0.0% | 0.04% | 0.0% | |
| TDC | TERADATA CORP DEL | $47,000 | +74.1% | 1,222 | 0.0% | 0.04% | +62.5% | |
| EIX | EDISON INTL | $47,000 | -6.0% | 800 | 0.0% | 0.04% | -13.3% | |
| PPG | PPG INDUSTRIES INC | $47,000 | +4.4% | 312 | 0.0% | 0.04% | -2.5% | |
| VUG | Buy | VANGUARD GROWTH ETFetf | $46,000 | +15.0% | 180 | +14.6% | 0.04% | +5.6% |
| CMI | CUMMINS INC | $46,000 | +15.0% | 176 | 0.0% | 0.04% | +5.6% | |
| IBB | Buy | ISHARES NASDAQ BIOTECHNOLOGY ETFetf | $46,000 | 0.0% | 304 | +0.3% | 0.04% | -7.3% |
| TEVA | TEVA PHARMACEUTICAL INDS LTD ADR | $46,000 | +21.1% | 3,960 | 0.0% | 0.04% | +11.8% | |
| PYPL | PAYPAL HOLDINGS INC | $46,000 | +4.5% | 188 | 0.0% | 0.04% | -5.0% | |
| DIN | DINE BRANDS GLOBAL INC | $45,000 | +55.2% | 500 | 0.0% | 0.04% | +42.3% | |
| TGT | TARGET CORP | $45,000 | +12.5% | 225 | 0.0% | 0.04% | +2.8% | |
| QCOM | QUALCOMM INC | $45,000 | -13.5% | 340 | 0.0% | 0.04% | -21.3% | |
| DGX | QUEST DIAGNOSTICS INC | $45,000 | +7.1% | 350 | 0.0% | 0.04% | -2.6% | |
| ITB | ISHARES U S HOME CONSTRUCTION ETFetf | $45,000 | +21.6% | 666 | 0.0% | 0.04% | +12.1% | |
| SLV | ISHARES SILVER TRUSTetf | $45,000 | -8.2% | 2,000 | 0.0% | 0.04% | -15.9% | |
| OTIS | OTIS WORLDWIDE CORP | $45,000 | 0.0% | 664 | 0.0% | 0.04% | -7.5% | |
| HPE | HEWLETT PACKARD ENTERPRISES COMPANY | $44,000 | +33.3% | 2,764 | 0.0% | 0.04% | +20.0% | |
| XYL | XYLEM INC | $44,000 | +2.3% | 420 | 0.0% | 0.04% | -7.7% | |
| SBUX | STARBUCKS CORP | $44,000 | +2.3% | 400 | 0.0% | 0.04% | -7.7% | |
| DRI | DARDEN RESTAURANTS INC | $44,000 | +18.9% | 310 | 0.0% | 0.04% | +9.1% | |
| SLF | SUN LIFE FINANCIAL INC | $43,000 | +16.2% | 842 | 0.0% | 0.04% | +9.1% | |
| SLYG | SPDR SERIES TRUST S&P 600 SMALL CAP GROWTH ETFetf | $42,000 | +13.5% | 484 | 0.0% | 0.04% | +6.1% | |
| FMB | FIRST TRUST EXCHANGE TRADED FD III MANAGED MUN ETFetf | $42,000 | -2.3% | 750 | 0.0% | 0.04% | -10.3% | |
| KMB | KIMBERLY CLARK CORP | $42,000 | +5.0% | 300 | 0.0% | 0.04% | -2.8% | |
| VOO | VANGUARD S&P 500 INDEX ETFetf | $42,000 | +7.7% | 114 | 0.0% | 0.04% | 0.0% | |
| DTN | WISDOMTREE U S DIVIDEND EX FINANCIALS ETFetf | $41,000 | +13.9% | 432 | 0.0% | 0.03% | +6.2% | |
| AMCR | AMCOR PLC ORD USD 0.01 | $41,000 | 0.0% | 3,513 | 0.0% | 0.03% | -8.1% | |
| PM | PHILIP MORRIS INTL INC | $40,000 | +5.3% | 455 | 0.0% | 0.03% | -2.9% | |
| ACN | ACCENTURE PLC IRELAND CL A NEW | $40,000 | +5.3% | 146 | 0.0% | 0.03% | -2.9% | |
| MT | ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SHARES NEW | $40,000 | +29.0% | 1,366 | 0.0% | 0.03% | +17.9% | |
| IAC | IAC INTERACTIVECORP NEW | $40,000 | +14.3% | 187 | 0.0% | 0.03% | +6.5% | |
| MS | Sell | MORGAN STANLEY | $39,000 | -2.5% | 500 | -13.5% | 0.03% | -11.1% |
| SJM | SMUCKER JM COMPANY NEW | $38,000 | +8.6% | 300 | 0.0% | 0.03% | 0.0% | |
| GBCI | GLACIER BANCORP INC NEW | $37,000 | +27.6% | 641 | 0.0% | 0.03% | +19.2% | |
| VAR | VARIAN MEDICAL SYSTEMS INC | $38,000 | 0.0% | 215 | 0.0% | 0.03% | -8.8% | |
| CTVA | Sell | CORTEVA INC | $37,000 | +19.4% | 784 | -1.1% | 0.03% | +10.7% |
| LBRDK | LIBERTY BROADBAND CORP SER C | $37,000 | -5.1% | 246 | 0.0% | 0.03% | -11.4% | |
| ADP | AUTOMATIC DATA PROCESSING INC | $38,000 | +8.6% | 200 | 0.0% | 0.03% | 0.0% | |
| CB | CHUBB LTD | $38,000 | +2.7% | 240 | 0.0% | 0.03% | -6.1% | |
| LVMUY | LVMH MOET HENNESSY LOUIS VUITTON ADR | $36,000 | +5.9% | 270 | 0.0% | 0.03% | -3.2% | |
| WDC | WESTERN DIGITAL CORP | $36,000 | +20.0% | 540 | 0.0% | 0.03% | +11.1% | |
| DLTR | DOLLAR TREE INC | $36,000 | +5.9% | 313 | 0.0% | 0.03% | -3.2% | |
| PKG | PACKAGING CORP OF AMERICA | $35,000 | -2.8% | 263 | 0.0% | 0.03% | -9.4% | |
| MA | MASTERCARD INC CL A | $35,000 | -2.8% | 100 | 0.0% | 0.03% | -9.4% | |
| IR | INGERSOLL RAND INC | $35,000 | +9.4% | 712 | 0.0% | 0.03% | 0.0% | |
| AGCO | AGCO CORP | $34,000 | +36.0% | 239 | 0.0% | 0.03% | +27.3% | |
| CCL | CARNIVAL CORP PAIRED CTF 1 COM CARNIVL CRP & 1 TR SH BEN INT P&O PRINCESS | $34,000 | +21.4% | 1,271 | 0.0% | 0.03% | +12.0% | |
| DOW | Sell | DOW INC | $34,000 | +13.3% | 530 | -1.3% | 0.03% | +3.7% |
| ALLE | ALLEGION PUBLIC LTD | $34,000 | +9.7% | 268 | 0.0% | 0.03% | 0.0% | |
| VTV | Buy | VANGUARD VALUE ETFetf | $34,000 | +30.8% | 260 | +17.6% | 0.03% | +21.7% |
| WMT | WALMART INC | $34,000 | -5.6% | 250 | 0.0% | 0.03% | -12.5% | |
| CRUS | CIRRUS LOGIC INC | $34,000 | +3.0% | 400 | 0.0% | 0.03% | -6.7% | |
| VFC | New | V F CORP | $34,000 | – | 422 | +100.0% | 0.03% | – |
| VRSK | VERISK ANALYTICS INC | $33,000 | -15.4% | 187 | 0.0% | 0.03% | -22.9% | |
| VIAC | VIACOMCBS INC CL B | $33,000 | +22.2% | 735 | 0.0% | 0.03% | +12.5% | |
| ALXN | ALEXION PHARMACEUTICALS INC | $32,000 | 0.0% | 207 | 0.0% | 0.03% | -10.3% | |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $31,000 | +10.7% | 215 | 0.0% | 0.03% | +4.0% | |
| ATVI | ACTIVISION BLIZZARD INC | $32,000 | 0.0% | 350 | 0.0% | 0.03% | -10.3% | |
| HLT | HILTON WORLDWIDE HOLDINGS INC NEW | $32,000 | +6.7% | 266 | 0.0% | 0.03% | -3.7% | |
| OGE | OGE ENERGY CORP | $32,000 | 0.0% | 1,000 | 0.0% | 0.03% | -10.3% | |
| MJ | ETFMG ALTERNATIVE HARVEST ETFetf | $32,000 | +60.0% | 1,400 | 0.0% | 0.03% | +44.4% | |
| GIB | CGI INC CL A SUB VOTING | $31,000 | +3.3% | 374 | 0.0% | 0.03% | -3.7% | |
| MAT | MATTEL INC | $32,000 | +14.3% | 1,600 | 0.0% | 0.03% | +4.0% | |
| PCG | PG&E CORP | $30,000 | -6.2% | 2,600 | 0.0% | 0.02% | -13.8% | |
| TFI | Buy | SPDR NUVEEN BLOOMBERG BARCLAYS MUN BOND ETFetf | $30,000 | -3.2% | 587 | +0.3% | 0.02% | -10.7% |
| VGK | VANGUARD FTSE EUROPE ETFetf | $30,000 | +3.4% | 479 | 0.0% | 0.02% | -3.8% | |
| MFC | MANULIFE FINANCIAL CORP | $30,000 | +20.0% | 1,393 | 0.0% | 0.02% | +13.6% | |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $29,000 | -12.1% | 381 | 0.0% | 0.02% | -20.0% | |
| FFIV | F5 NETWORKS INC | $29,000 | +20.8% | 138 | 0.0% | 0.02% | +9.1% | |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A | $28,000 | -3.4% | 355 | 0.0% | 0.02% | -11.5% | |
| LSXMK | LIBERTY MEDIA CORP DEL SER C SIRIUSXM GROUP | $27,000 | +3.8% | 608 | 0.0% | 0.02% | -4.3% | |
| HAL | Sell | HALLIBURTON COMPANY | $27,000 | +12.5% | 1,258 | -0.9% | 0.02% | 0.0% |
| EVRG | Sell | EVERGY INC | $25,000 | +4.2% | 420 | -0.9% | 0.02% | -4.5% |
| SCHG | SCHWAB U S LARGE CAP GROWTH ETFetf | $26,000 | 0.0% | 200 | 0.0% | 0.02% | -8.7% | |
| FAF | FIRST AMERICAN FINANCIAL CORP | $25,000 | +8.7% | 448 | 0.0% | 0.02% | 0.0% | |
| JHG | JANUS HENDERSON GROUP PLC | $26,000 | -7.1% | 849 | 0.0% | 0.02% | -16.0% | |
| DDOG | DATADOG INC CL A | $25,000 | -16.7% | 300 | 0.0% | 0.02% | -22.2% | |
| WLTW | WILLIS TOWERS WATSON PUBLIC LTD CO | $25,000 | +8.7% | 109 | 0.0% | 0.02% | 0.0% | |
| CNI | CANADIAN NATIONAL RAILWAY COMPANY | $25,000 | +4.2% | 216 | 0.0% | 0.02% | -4.5% | |
| NUVA | NUVASIVE INC | $25,000 | +19.0% | 379 | 0.0% | 0.02% | +10.5% | |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETFetf | $24,000 | 0.0% | 150 | 0.0% | 0.02% | -9.1% | |
| JHEM | JOHN HANCOCK MULTIFACTOR EMERGING MARKETS ETFetf | $24,000 | +4.3% | 793 | 0.0% | 0.02% | -4.8% | |
| PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $24,000 | +4.3% | 400 | 0.0% | 0.02% | -4.8% | |
| VSTO | VISTA OUTDOOR INC | $23,000 | +35.3% | 720 | 0.0% | 0.02% | +26.7% | |
| CHD | CHURCH & DWIGHT COMPANY INC | $23,000 | 0.0% | 260 | 0.0% | 0.02% | -9.5% | |
| MO | Sell | ALTRIA GROUP INC | $23,000 | -8.0% | 455 | -24.8% | 0.02% | -13.6% |
| FL | FOOT LOCKER INC | $22,000 | +37.5% | 395 | 0.0% | 0.02% | +28.6% | |
| ED | CONSOLIDATED EDISON INC | $22,000 | 0.0% | 300 | 0.0% | 0.02% | -10.0% | |
| LNN | LINDSAY CORP | $20,000 | +25.0% | 122 | 0.0% | 0.02% | +21.4% | |
| ALL | ALLSTATE CORP | $21,000 | +5.0% | 180 | 0.0% | 0.02% | -5.6% | |
| BP | BP PLC SPON ADR | $20,000 | +17.6% | 811 | 0.0% | 0.02% | +13.3% | |
| DEO | DIAGEO PLC NEW SPON ADR | $20,000 | 0.0% | 124 | 0.0% | 0.02% | -5.6% | |
| ICF | ISHARES COHEN & STEERS REIT ETFetf | $20,000 | +11.1% | 340 | 0.0% | 0.02% | +6.2% | |
| IXUS | ISHARES CORE MSCI TOTAL INTL STOCK ETFetf | $20,000 | +5.3% | 289 | 0.0% | 0.02% | 0.0% | |
| NKE | NIKE INC CL B | $21,000 | -4.5% | 155 | 0.0% | 0.02% | -15.0% | |
| PNC | PNC FINANCIAL SERVICES GROUP INC | $20,000 | +17.6% | 112 | 0.0% | 0.02% | +13.3% | |
| RPAI | RETAIL PROPERTIES AMER INC CL A | $20,000 | +25.0% | 1,864 | 0.0% | 0.02% | +21.4% | |
| VONV | New | VANGUARD RUSSELL 1000 VALUE INDEX FD ETF SHSetf | $21,000 | – | 157 | +100.0% | 0.02% | – |
| CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | $20,000 | -13.0% | 176 | 0.0% | 0.02% | -19.0% | |
| NXPI | NXP SEMICONDUCTORS N V | $20,000 | +25.0% | 100 | 0.0% | 0.02% | +21.4% | |
| PRU | PRUDENTIAL FINANCIAL INC | $19,000 | +11.8% | 214 | 0.0% | 0.02% | +6.7% | |
| VBR | New | VANGUARD SMALL CAP VALUE ETFetf | $19,000 | – | 116 | +100.0% | 0.02% | – |
| SCHP | SCHWAB U S TIPS ETFetf | $19,000 | 0.0% | 306 | 0.0% | 0.02% | -5.9% | |
| FLEX | FLEX LTD | $19,000 | 0.0% | 1,040 | 0.0% | 0.02% | -5.9% | |
| MGM | MGM RESORTS INTL | $19,000 | +18.8% | 500 | 0.0% | 0.02% | +14.3% | |
| VEA | Buy | VANGUARD FTSE DEVELOPED MKTS ETFetf | $18,000 | +63.6% | 357 | +56.6% | 0.02% | +50.0% |
| BZLFY | BUNZL PLC SPONSORED ADR NEW | $18,000 | 0.0% | 540 | 0.0% | 0.02% | -6.2% | |
| C | CITIGROUP INC NEW | $18,000 | +20.0% | 244 | 0.0% | 0.02% | +15.4% | |
| PSA | PUBLIC STORAGE INC | $18,000 | +5.9% | 72 | 0.0% | 0.02% | 0.0% | |
| VPU | VANGUARD UTILITIES ETFetf | $18,000 | +5.9% | 125 | 0.0% | 0.02% | 0.0% | |
| PFI | INVESCO DWA FINANCIAL MOMENTUM ETFetf | $18,000 | +12.5% | 378 | 0.0% | 0.02% | +7.1% | |
| VOD | Sell | VODAFONE GROUP PLC NEW SPON ADR NO PAR | $18,000 | -21.7% | 976 | -29.1% | 0.02% | -28.6% |
| NTTYY | NIPPON TELEGRAPH & TELEPHONE CORP SPON ADR | $18,000 | 0.0% | 682 | 0.0% | 0.02% | -6.2% | |
| GLD | SPDR GOLD TRUST GOLD SHARESetf | $17,000 | -10.5% | 105 | 0.0% | 0.01% | -17.6% | |
| EMLC | VANECK VECTORS JPM EMERGING MKTS LOC CURRENCY BD NEW ETFetf | $17,000 | -5.6% | 550 | 0.0% | 0.01% | -12.5% | |
| KHC | KRAFT HEINZ CO | $17,000 | +13.3% | 437 | 0.0% | 0.01% | +7.7% | |
| FIS | FIDELITY NATIONAL INFORMATION SERVICES INC | $17,000 | 0.0% | 120 | 0.0% | 0.01% | -6.7% | |
| WPC | W P CAREY INC | $17,000 | 0.0% | 240 | 0.0% | 0.01% | -6.7% | |
| VHT | VANGUARD HEALTH CARE ETFetf | $17,000 | 0.0% | 75 | 0.0% | 0.01% | -6.7% | |
| PFF | ISHARES TRUST ISHARES PREFERRED & INCOME SECS ETFetf | $16,000 | 0.0% | 416 | 0.0% | 0.01% | -7.1% | |
| MOS | MOSAIC COMPANY NEW | $16,000 | +33.3% | 500 | 0.0% | 0.01% | +18.2% | |
| ZM | ZOOM VIDEO COMMUNICATIONS INC CL A | $16,000 | -5.9% | 50 | 0.0% | 0.01% | -13.3% | |
| CGC | CANOPY GROWTH CORP | $16,000 | +33.3% | 500 | 0.0% | 0.01% | +18.2% | |
| BDX | BECTON DICKINSON & CO | $16,000 | 0.0% | 65 | 0.0% | 0.01% | -7.1% | |
| AEE | AMEREN CORP | $16,000 | 0.0% | 200 | 0.0% | 0.01% | -7.1% | |
| PUK | PRUDENTIAL PLC ADR | $16,000 | +14.3% | 383 | 0.0% | 0.01% | 0.0% | |
| VTRS | Sell | VIATRIS INC | $16,000 | -38.5% | 1,124 | -19.1% | 0.01% | -43.5% |
| XLF | SECTOR FINANCIAL SELECT SECTOR SPDR ETFetf | $15,000 | +15.4% | 450 | 0.0% | 0.01% | 0.0% | |
| XRX | XEROX HOLDINGS CORP NEW | $15,000 | +7.1% | 625 | 0.0% | 0.01% | -7.7% | |
| AZN | ASTRAZENECA PLC SPONSORED ADR | $15,000 | 0.0% | 294 | 0.0% | 0.01% | -7.7% | |
| BLUE | BLUEBIRD BIO INC | $15,000 | -31.8% | 500 | 0.0% | 0.01% | -40.0% | |
| BPMC | BLUEPRINT MEDICINES CORP | $15,000 | -11.8% | 150 | 0.0% | 0.01% | -20.0% | |
| REZI | RESIDEO TECHNOLOGIES INC | $15,000 | +25.0% | 548 | 0.0% | 0.01% | +9.1% | |
| EL | ESTEE LAUDER CO INC | $15,000 | +15.4% | 50 | 0.0% | 0.01% | 0.0% | |
| EWJ | ISHARES MSCI JAPAN ETF NEWetf | $13,000 | 0.0% | 190 | 0.0% | 0.01% | -8.3% | |
| ADS | ALLIANCE DATA SYSTEMS CORP | $13,000 | +44.4% | 116 | 0.0% | 0.01% | +37.5% | |
| DISCA | DISCOVERY INC SER A | $13,000 | +44.4% | 290 | 0.0% | 0.01% | +37.5% | |
| VER | VEREIT INC | $12,000 | 0.0% | 310 | 0.0% | 0.01% | -9.1% | |
| LMT | LOCKHEED MARTIN CORP | $12,000 | 0.0% | 33 | 0.0% | 0.01% | -9.1% | |
| KMI | KINDER MORGAN INC DE | $12,000 | +20.0% | 700 | 0.0% | 0.01% | +11.1% | |
| MRO | MARATHON OIL CORP | $12,000 | +71.4% | 1,100 | 0.0% | 0.01% | +66.7% | |
| PGX | INVESCO PFD ETFetf | $12,000 | 0.0% | 800 | 0.0% | 0.01% | -9.1% | |
| KMX | CARMAX INC | $12,000 | +33.3% | 94 | 0.0% | 0.01% | +25.0% | |
| SPSB | SPDR PORTFOLIO SHORT TERM CORP BOND ETFetf | $12,000 | 0.0% | 394 | 0.0% | 0.01% | -9.1% | |
| BAESY | BAE SYSTEMS PLC SPON ADR | $12,000 | 0.0% | 437 | 0.0% | 0.01% | -9.1% | |
| BG | BUNGE LIMITED | $12,000 | +20.0% | 150 | 0.0% | 0.01% | +11.1% | |
| FLR | FLUOR CORP NEW | $12,000 | +50.0% | 500 | 0.0% | 0.01% | +42.9% | |
| AEM | AGNICO-EAGLE MINES LTD | $12,000 | -14.3% | 200 | 0.0% | 0.01% | -23.1% | |
| HSBC | HSBC HOLDINGS PLC SPONSORED ADR NEW | $12,000 | +20.0% | 400 | 0.0% | 0.01% | +11.1% | |
| IWV | ISHARES RUSSELL 3000 ETFetf | $12,000 | +9.1% | 49 | 0.0% | 0.01% | 0.0% | |
| EW | EDWARDS LIFESCIENCES CORP | $11,000 | -8.3% | 135 | 0.0% | 0.01% | -18.2% | |
| CL | COLGATE-PALMOLIVE COMPANY | $11,000 | -8.3% | 140 | 0.0% | 0.01% | -18.2% | |
| XLP | SECTOR CONSUMER STAPLES SELECT SECTOR SPDR ETFetf | $11,000 | 0.0% | 161 | 0.0% | 0.01% | -10.0% | |
| VWOB | VANGUARD EMERGING MKTS GOVT BOND INDEX ETFetf | $11,000 | -8.3% | 140 | 0.0% | 0.01% | -18.2% | |
| FTV | FORTIVE CORP | $11,000 | 0.0% | 156 | 0.0% | 0.01% | -10.0% | |
| CLNE | CLEAN ENERGY FUELS CORP | $11,000 | +83.3% | 800 | 0.0% | 0.01% | +80.0% | |
| LBRDA | LIBERTY BROADBAND CORP SER A | $11,000 | -8.3% | 76 | 0.0% | 0.01% | -18.2% | |
| SCHB | SCHWAB U S BROAD MARKET ETFetf | $10,000 | +11.1% | 100 | 0.0% | 0.01% | 0.0% | |
| M | MACYS INC | $10,000 | +42.9% | 600 | 0.0% | 0.01% | +33.3% | |
| NWL | Sell | NEWELL BRANDS INC | $10,000 | -28.6% | 370 | -45.7% | 0.01% | -38.5% |
| THC | TENET HEALTHCARE CORP NEW | $10,000 | +25.0% | 200 | 0.0% | 0.01% | +14.3% | |
| UGI | UGI CORP NEW | $10,000 | +25.0% | 233 | 0.0% | 0.01% | +14.3% | |
| CLX | CLOROX COMPANY | $10,000 | 0.0% | 50 | 0.0% | 0.01% | -11.1% | |
| VRTX | New | VERTEX PHARMACEUTICALS INC | $10,000 | – | 48 | +100.0% | 0.01% | – |
| DSI | ISHARES MSCI KLD 400 SOCIAL ETFetf | $9,000 | 0.0% | 120 | 0.0% | 0.01% | -12.5% | |
| FRFHF | FAIRFAX FINANCIAL HOLDING PLC SUB VOTING | $9,000 | +28.6% | 21 | 0.0% | 0.01% | +16.7% | |
| PAYX | PAYCHEX INC | $8,000 | 0.0% | 85 | 0.0% | 0.01% | 0.0% | |
| BSV | Buy | VANGUARD SHORT TERM BOND ETFetf | $9,000 | +50.0% | 113 | +50.7% | 0.01% | +40.0% |
| PNM | PNM RESOURCES INC | $8,000 | 0.0% | 164 | 0.0% | 0.01% | 0.0% | |
| ARKAY | ARKEMA SPONSORED ADR | $8,000 | +14.3% | 63 | 0.0% | 0.01% | +16.7% | |
| GD | GENERAL DYNAMICS CORP | $8,000 | +33.3% | 43 | 0.0% | 0.01% | +40.0% | |
| MUR | MURPHY OIL CORP | $8,000 | +33.3% | 500 | 0.0% | 0.01% | +40.0% | |
| NVO | NOVO NORDISK AS ADR | $8,000 | -11.1% | 125 | 0.0% | 0.01% | -12.5% | |
| TRV | TRAVELERS COS INC | $9,000 | 0.0% | 63 | 0.0% | 0.01% | -12.5% | |
| UBS | UBS GROUP AG | $8,000 | +14.3% | 500 | 0.0% | 0.01% | +16.7% | |
| WU | WESTERN UNION CO | $9,000 | +12.5% | 370 | 0.0% | 0.01% | 0.0% | |
| HOG | HARLEY DAVIDSON INC | $8,000 | +14.3% | 200 | 0.0% | 0.01% | +16.7% | |
| CI | Sell | CIGNA CORP NEW | $8,000 | -82.2% | 34 | -84.3% | 0.01% | -82.5% |
| FWONK | LIBERTY FORMULA ONE SER C | $7,000 | +16.7% | 152 | 0.0% | 0.01% | +20.0% | |
| FCPT | FOUR CORNERS PROPERTY TRUST INC | $7,000 | -12.5% | 273 | 0.0% | 0.01% | -14.3% | |
| SCZ | New | ISHARES MSCI EAFE SMALL CAP ETFetf | $7,000 | – | 96 | +100.0% | 0.01% | – |
| CMS | CMS ENERGY CORP | $7,000 | 0.0% | 122 | 0.0% | 0.01% | 0.0% | |
| TM | TOYOTA MOTOR CORP SPON ADR | $7,000 | 0.0% | 48 | 0.0% | 0.01% | 0.0% | |
| SLB | SCHLUMBERGER LTD | $7,000 | +40.0% | 250 | 0.0% | 0.01% | +50.0% | |
| GRA | Buy | GRACE W R & CO DELAWARE NEW | $7,000 | 0.0% | 122 | +0.8% | 0.01% | 0.0% |
| FITB | FIFTH THIRD BANCORP | $7,000 | +40.0% | 175 | 0.0% | 0.01% | +50.0% | |
| GDX | Sell | VANECK VECTORS GOLD MINERS ETFetf | $7,000 | -84.8% | 200 | -84.3% | 0.01% | -85.4% |
| IUSV | ISHARES CORE S&P U S VALUE ETFetf | $7,000 | +16.7% | 99 | 0.0% | 0.01% | +20.0% | |
| KGC | KINROSS GOLD CORP NO PAR | $7,000 | 0.0% | 1,000 | 0.0% | 0.01% | 0.0% | |
| SPLV | INVESCO EXCHANGE S&P 500 LOW VOLATILITY ETFetf | $6,000 | 0.0% | 103 | 0.0% | 0.01% | 0.0% | |
| ET | ENERGY TRANSFER LTD PARTNERSHIPmaster limited partnership | $6,000 | +20.0% | 768 | 0.0% | 0.01% | +25.0% | |
| NEM | Sell | NEWMONT CORP | $6,000 | 0.0% | 92 | -8.0% | 0.01% | 0.0% |
| BUD | ANHEUSER BUSCH INBEV SA/NV | $6,000 | -14.3% | 95 | 0.0% | 0.01% | -16.7% | |
| LUV | SOUTHWEST AIRLINES CO | $6,000 | +20.0% | 100 | 0.0% | 0.01% | +25.0% | |
| TWTR | New | TWITTER INC | $6,000 | – | 95 | +100.0% | 0.01% | – |
| TNL | New | TRAVEL LEISURE CO | $6,000 | – | 104 | +100.0% | 0.01% | – |
| HGKGY | POWER ASSETS HOLDINGS LTD SPON ADR | $6,000 | +20.0% | 1,000 | 0.0% | 0.01% | +25.0% | |
| VRTS | VIRTUS INVESTMENT PARTNERS INC | $6,000 | 0.0% | 27 | 0.0% | 0.01% | 0.0% | |
| XRAY | DENTSPLY SIRONA INC | $6,000 | +20.0% | 100 | 0.0% | 0.01% | +25.0% | |
| UAL | UNITED AIRLINES HOLDINGS INC | $6,000 | +50.0% | 100 | 0.0% | 0.01% | +25.0% | |
| AVB | AVALONBAY COMMNTYS INC | $5,000 | +25.0% | 25 | 0.0% | 0.00% | 0.0% | |
| DXC | DXC TECHNOLOGY CO | $5,000 | +25.0% | 158 | 0.0% | 0.00% | 0.0% | |
| DAL | DELTA AIRLINES INC NEW | $5,000 | +25.0% | 101 | 0.0% | 0.00% | 0.0% | |
| FSR | FISKER INC CL A | $5,000 | +25.0% | 300 | 0.0% | 0.00% | 0.0% | |
| EEM | ISHARES MSCI EMERGING MARKETS ETFetf | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| BAX | BAXTER INTL INC | $5,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| TRP | New | TC ENERGY CORP | $5,000 | – | 105 | +100.0% | 0.00% | – |
| BNDX | New | VANGUARD TOTAL INTL BOND INDEX ETFetf | $4,000 | – | 68 | +100.0% | 0.00% | – |
| WH | Sell | WYNDHAM HOTELS & RESORTS INC | $4,000 | -20.0% | 52 | -43.5% | 0.00% | -25.0% |
| STT | STATE STREET CORP | $4,000 | 0.0% | 50 | 0.0% | 0.00% | -25.0% | |
| RIG | TRANSOCEAN LTD NAMEN AKT | $4,000 | +100.0% | 1,000 | 0.0% | 0.00% | +50.0% | |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $4,000 | +33.3% | 1,512 | 0.0% | 0.00% | 0.0% | |
| NLY | ANNALY CAPITAL MANAGEMENT INC | $4,000 | 0.0% | 500 | 0.0% | 0.00% | -25.0% | |
| CCJ | CAMECO CORP | $4,000 | 0.0% | 270 | 0.0% | 0.00% | -25.0% | |
| ZYNE | ZYNERBA PHARMACEUTICALS INC | $4,000 | +33.3% | 900 | 0.0% | 0.00% | 0.0% | |
| XLU | SELECT UTILITIES SELECT SECTOR SPDR ETFetf | $4,000 | 0.0% | 58 | 0.0% | 0.00% | -25.0% | |
| VLEEY | VALEO SPON ADR | $4,000 | -20.0% | 237 | 0.0% | 0.00% | -25.0% | |
| ETN | EATON CORP PLC | $4,000 | +33.3% | 27 | 0.0% | 0.00% | 0.0% | |
| SAN | BANCO SANTANDER S A ADR | $2,000 | 0.0% | 626 | 0.0% | 0.00% | 0.0% | |
| IIN | INTRICON CORP | $2,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% | |
| HWM | HOWMET AEROSPACE INC | $2,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
| SOUHY | SOUTH32 LTD SPONS ADR | $2,000 | 0.0% | 196 | 0.0% | 0.00% | 0.0% | |
| SPWR | SUNPOWER CORP | $3,000 | 0.0% | 100 | 0.0% | 0.00% | -33.3% | |
| GS | GOLDMAN SACHS GROUP INC | $3,000 | 0.0% | 10 | 0.0% | 0.00% | -33.3% | |
| GLPRC | GLOBE LIFE INC JR SUB DEBpreferred stock | $3,000 | 0.0% | 100 | 0.0% | 0.00% | -33.3% | |
| GTX | GARRETT MOTION INC | $2,000 | +100.0% | 329 | 0.0% | 0.00% | +100.0% | |
| NVS | NOVARTIS AG SPON ADR | $2,000 | -33.3% | 27 | 0.0% | 0.00% | -33.3% | |
| GCP | GCP APPLIED TECHNOLOGIES INC | $3,000 | 0.0% | 114 | 0.0% | 0.00% | -33.3% | |
| FUBO | New | FUBOTV INC | $2,000 | – | 100 | +100.0% | 0.00% | – |
| SCHWPRD | SCHWAB CHARLES CORP DEP REPSTG 1/40TH NON CUML PERPTL PFD D 5.95preferred stock | $2,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| TRN | TRINITY INDUSTRIES INC | $3,000 | 0.0% | 116 | 0.0% | 0.00% | -33.3% | |
| FSLR | FIRST SOLAR INC | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| EMB | ISHARES JPMORGAN USD EMERGING MARKETS BOND ETFetf | $2,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
| JNK | SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF NEWetf | $3,000 | 0.0% | 26 | 0.0% | 0.00% | -33.3% | |
| BLV | New | VANGUARD LONG TERM BOND INDEX ETFetf | $2,000 | – | 19 | +100.0% | 0.00% | – |
| MUB | ISHARES NATIONAL MUNI BOND ETFetf | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| ECPG | ENCORE CAPITAL GROUP INC | $3,000 | 0.0% | 80 | 0.0% | 0.00% | -33.3% | |
| KTB | New | KONTOOR BRANDS INC | $3,000 | – | 60 | +100.0% | 0.00% | – |
| DRUA | DOMINION ENERGY INC 2016 SER A ENH JR SUB NOTE 5.25 07/30/76preferred stock | $3,000 | 0.0% | 100 | 0.0% | 0.00% | -33.3% | |
| RZB | REINSURANCE GROUP AMERICA INC SUB DEBENTURE 5.75 FXD/VARpreferred stock | $3,000 | 0.0% | 100 | 0.0% | 0.00% | -33.3% | |
| OXY | OCCIDENTAL PETROLEUM CORP | $3,000 | +50.0% | 100 | 0.0% | 0.00% | 0.0% | |
| FWONA | LIBERTY MEDIA CORP LIBERTY FORMULA ONE | $3,000 | 0.0% | 76 | 0.0% | 0.00% | -33.3% | |
| BATRK | LIBERTY MEDIA CORP SER C BRAVES GROUP | $2,000 | +100.0% | 60 | 0.0% | 0.00% | +100.0% | |
| PRSP | PERSPECTA INC | $3,000 | +50.0% | 96 | 0.0% | 0.00% | 0.0% | |
| VNT | VONTIER CORP | $2,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% | |
| PBCT | PEOPLES UNITED FINANCIAL INC | $3,000 | +50.0% | 170 | 0.0% | 0.00% | 0.0% | |
| PTON | New | PELOTON INTERACTIVE INC CL A | $3,000 | – | 25 | +100.0% | 0.00% | – |
| WRBPRD | BERKLEY W R CORP SUB DEBENTURE 5.75 DUE 06/01/56preferred stock | $3,000 | 0.0% | 100 | 0.0% | 0.00% | -33.3% | |
| SRE | SEMPRA ENERGY | $3,000 | 0.0% | 21 | 0.0% | 0.00% | -33.3% | |
| WFCPRQ | WELLS FARGO & COMPANY DEP SHS 1/1000TH INT PERPTL A SER Q FXD/VARpreferred stock | $3,000 | 0.0% | 100 | 0.0% | 0.00% | -33.3% | |
| Sell | MICRO FOCUS INTL PLC ADS | $2,000 | +100.0% | 209 | -2.8% | 0.00% | +100.0% | |
| ACA | ARCOSA INC | $2,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| ZBH | Sell | ZIMMER BIOMET HOLDINGS INC | $3,000 | -88.0% | 20 | -87.8% | 0.00% | -90.9% |
| HLF | HERBALIFE NUTRITION LTD USD | $3,000 | -25.0% | 74 | 0.0% | 0.00% | -50.0% | |
| AAL | AMERICAN AIRLINES GROUP INC | $3,000 | +50.0% | 117 | 0.0% | 0.00% | 0.0% | |
| AMLP | ALPS ALERIAN MLP ETF NEWetf | $3,000 | 0.0% | 99 | 0.0% | 0.00% | -33.3% | |
| XLRE | SELECT SECTOR TR REAL ESTATE SPDR ETFetf | $2,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% | |
| TELIA CO AB | $1,000 | 0.0% | 165 | 0.0% | 0.00% | 0.0% | ||
| MOST | MOBILESMITH INC | $1,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| VMBS | New | VANGUARD MORTGAGE BACKED SECURITIES ETFetf | $1,000 | – | 28 | +100.0% | 0.00% | – |
| BATRA | LIBERTY MEDIA CORP SER A BRAVES GROUP | $1,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| PNR | PENTAIR PLC | $1,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
| MMNFF | MEDMEN ENTERPRISES INC CL B | $1,000 | – | 3,500 | 0.0% | 0.00% | – | |
| LUMN | LUMEN TECHNOLOGIES INC LA | $1,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% | |
| CNDT | CONDUENT INC | $1,000 | – | 100 | 0.0% | 0.00% | – | |
| BIV | New | VANGUARD INTERMEDIATE TERM BOND ETFetf | $1,000 | – | 15 | +100.0% | 0.00% | – |
| FNMAS | FEDL NATL MTG ASSN NON CUML PFD SER S VAR PERPTLpreferred stock | $1,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| MET | METLIFE INC | $1,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
| HTZGQ | HERTZ GLOBAL HLDGS INC NEW | $1,000 | 0.0% | 700 | 0.0% | 0.00% | 0.0% | |
| SONY | SONY CORP ADR NEW | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| CNABQ | UNITED CANNABIS CORP | $0 | – | 2,000 | 0.0% | 0.00% | – | |
| AEG | AEGON N V NY REGISTRY SHS | $0 | – | 20 | 0.0% | 0.00% | – | |
| ALC | ALCON INC | $0 | – | 5 | 0.0% | 0.00% | – | |
| ASIX | ADVANSIX INC | $0 | – | 5 | 0.0% | 0.00% | – | |
| FONRP | New | FONAR CORP PFD NON VOTING CL A NEWpreferred stock | $0 | – | 2 | +100.0% | 0.00% | – |
| FTRCQ | FRONTIER COMMUNICATIONS CORP NEW | $0 | – | 42 | 0.0% | 0.00% | – | |
| JCPNQ | Exit | J C PENNEY CORP INC | $0 | – | -1,200 | -100.0% | 0.00% | – |
| CC | CHEMOURS COMPANY | $0 | – | 10 | 0.0% | 0.00% | – | |
| ARNC | ARCONIC CORP | $0 | – | 13 | 0.0% | 0.00% | – | |
| PAYD | PAID INC PAR $0.001 NEW | $0 | – | 6 | 0.0% | 0.00% | – | |
| NOK | NOKIA CORP SPON ADR | $0 | – | 27 | 0.0% | 0.00% | – | |
| SHLDQ | Exit | SEARS HOLDINGS CORP | $0 | – | -15 | -100.0% | 0.00% | – |
| BANCO SANTANDER CENTRAL HISPANO S A REG SHARES | $0 | – | 2 | 0.0% | 0.00% | – | ||
| AMZA | ETFIS SER TR I INFRACAP MLP ETF NEWetf | $0 | – | 10 | 0.0% | 0.00% | – | |
| ASNB | EKIMAS CORP | $0 | – | 67 | 0.0% | 0.00% | – | |
| New | AMERICAN ORIENTAL BIOENGINEERING INC PAR $0.002 | $0 | – | 1 | +100.0% | 0.00% | – | |
| HALN | HALO COMPANIES INC | $0 | – | 8 | 0.0% | 0.00% | – | |
| MPHASE TECHNOLOGIES INC NEW | $0 | – | 1 | 0.0% | 0.00% | – | ||
| MNKKQ | MALLINCKRODT PUBLIC LTD COMPANY | $0 | – | 700 | 0.0% | 0.00% | – | |
| VALARIS PLC CL A | $0 | – | 3,343 | 0.0% | 0.00% | – | ||
| NMGC | Sell | NEOMAGIC CORP NEW | $0 | – | 40 | -50.0% | 0.00% | – |
| MAXN | MAXEON SOLAR TECHNOLOGIES LTD | $0 | – | 12 | 0.0% | 0.00% | – | |
| PINETREE CAPITAL LTD NEW | $0 | – | 5 | 0.0% | 0.00% | – | ||
| BHF | BRIGHTHOUSE FINANCIAL INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| VC | VISTEON CORP NEW | $0 | – | 1 | 0.0% | 0.00% | – | |
| CHKAQ | Exit | CHESAPEAKE ENERGY CORP NEW | $0 | – | -15 | -100.0% | 0.00% | – |
| LMGR | LIGHT MGMT GROUP INC NEW | $0 | – | 125 | 0.0% | 0.00% | – | |
| FE | Exit | FIRSTENERGY CORP | $0 | – | -100 | -100.0% | -0.00% | – |
| EBAYL | Exit | EBAY INC NOTEpreferred stock | $0 | – | -100 | -100.0% | -0.00% | – |
| FCF | Exit | FIRST COMMONWEALTH FINANCIAL CORP | $0 | – | -400 | -100.0% | -0.00% | – |
| TCP | Exit | TC PIPELINES LP UNIT LTD PARTNERSHIPmaster limited partnership | $0 | – | -150 | -100.0% | -0.00% | – |
| EMN | Exit | EASTMAN CHEMICAL CO | $0 | – | -50 | -100.0% | -0.00% | – |
| WYND | Exit | WYNDHAM DESTINATIONS INC | $0 | – | -144 | -100.0% | -0.01% | – |
| GSK | Exit | GLAXOSMITHKLINE PLC SPON ADR | $0 | – | -200 | -100.0% | -0.01% | – |
| RDSB | Exit | ROYAL DUTCH SHELL PLC SPONSORED ADR REPSTG B SHARES | $0 | – | -200 | -100.0% | -0.01% | – |
| LKNCY | Exit | LUCKIN COFFEE INC ADS REPSTG CL A ORD | $0 | – | -2,000 | -100.0% | -0.02% | – |
| CMG | Exit | CHIPOTLE MEXICAN GRILL INC CL A | $0 | – | -14 | -100.0% | -0.02% | – |
| HAIN | Exit | HAIN CELESTIAL GROUP INC | $0 | – | -500 | -100.0% | -0.02% | – |
| BHP | Exit | BHP GROUP LTD SPON ADR | $0 | – | -390 | -100.0% | -0.02% | – |
| ABMD | Exit | ABIOMED INC | $0 | – | -100 | -100.0% | -0.03% | – |
| SIL | Exit | GLOBAL X SILVER MINERS ETF NEWetf | $0 | – | -745 | -100.0% | -0.03% | – |
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 |
|---|---|---|---|
| VANGUARD EXTENDED MARKET INDEX FUND | 6 | Q1 2022 | 16.0% |
| ISHARES RUSSELL 1000 GROWTH ETF | 6 | Q1 2022 | 11.5% |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND | 6 | Q1 2022 | 9.5% |
| COMCAST CORP NEW CL A | 6 | Q1 2022 | 9.3% |
| INVESCO DYNAMIC LARGE CAP VALUE ETF | 6 | Q1 2022 | 6.2% |
| SPDR S&P 500 ETF | 6 | Q1 2022 | 5.2% |
| ISHARES S&P SMALL-CAP FUND | 6 | Q1 2022 | 3.5% |
| ISHARES S&P SMALL-CAP 600 VALUE ETF | 6 | Q1 2022 | 2.6% |
| ISHARES RUSSELL MID-CAP VALUE ETF | 6 | Q1 2022 | 2.1% |
| APPLE INC COM | 6 | Q1 2022 | 1.8% |
View Freedman Financial Associates, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-04-13 |
| 13F-HR | 2022-01-14 |
| 13F-HR | 2021-10-08 |
| 13F-HR | 2021-07-13 |
| 13F-HR | 2021-05-17 |
| 13F-HR | 2021-02-17 |
View Freedman Financial Associates, Inc.'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.