$402 Million is the total value of SOA Wealth Advisors, LLC.'s 941 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 6.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWY | Buy | ISHARES RUSSELL TOP 200 GROWTH ETFetf | $47,799,157 | +0.9% | 310,727 | +4.0% | 11.88% | +7.1% |
| AAPL | Sell | APPLE INC COMstock | $44,207,370 | -12.1% | 258,206 | -0.4% | 10.99% | -6.7% |
| VOO | Buy | VANGUARD S&P 500 ETFetf | $20,075,736 | -2.9% | 51,122 | +0.7% | 4.99% | +3.0% |
| DGRO | Sell | ISHARES CORE DIVIDEND GROWTH ETFetf | $14,500,917 | -10.6% | 292,770 | -7.0% | 3.60% | -5.2% |
| MSFT | Sell | MICROSOFT CORP COMstock | $13,324,720 | -7.9% | 42,200 | -0.6% | 3.31% | -2.2% |
| DVY | Sell | ISHARES SELECT DIVIDEND ETFetf | $10,870,074 | -8.8% | 100,985 | -4.0% | 2.70% | -3.2% |
| IJK | Sell | ISHARES S&P MID-CAP 400 GROWTH ETFetf | $9,416,659 | -7.2% | 130,352 | -3.7% | 2.34% | -1.6% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $8,873,449 | +1.8% | 25,331 | -0.9% | 2.21% | +8.1% |
| AMZN | Sell | AMAZON COM INC COMstock | $8,590,388 | -2.6% | 67,577 | -0.1% | 2.14% | +3.4% |
| FNDF | Buy | SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETFetf | $7,971,224 | +3.7% | 251,696 | +5.7% | 1.98% | +10.0% |
| IJT | Sell | ISHARES S&P SMALL-CAP 600 GROWTH ETFetf | $7,600,953 | -10.3% | 69,301 | -6.0% | 1.89% | -4.8% |
| QQQ | Buy | INVESCO QQQ TRUST SERIES Ietf | $7,203,421 | +2.7% | 20,106 | +5.9% | 1.79% | +9.0% |
| SUSA | Buy | ISHARES MSCI USA ESG SELECT ETFetf | $6,895,682 | -2.2% | 76,644 | +1.8% | 1.71% | +3.8% |
| IWF | Sell | ISHARES RUSSELL 1000 GROWTH ETFetf | $6,749,358 | -3.8% | 25,374 | -0.4% | 1.68% | +2.1% |
| VOT | Sell | VANGUARD MID-CAP GROWTH ETFetf | $6,610,366 | -12.0% | 33,939 | -7.0% | 1.64% | -6.5% |
| VOE | Sell | VANGUARD MID-CAP VALUE ETFetf | $6,028,321 | -15.1% | 46,032 | -10.3% | 1.50% | -9.9% |
| ESGD | Buy | ISHARES ESG AWARE MSCI EAFE ETFetf | $5,514,198 | -4.0% | 79,766 | +1.2% | 1.37% | +1.9% |
| DSI | Sell | ISHARES MSCI KLD 400 SOCIAL ETFetf | $5,035,753 | -8.2% | 61,857 | -5.1% | 1.25% | -2.6% |
| GOOGL | Buy | ALPHABET INC CAP STK CL Astock | $4,886,836 | +10.0% | 37,344 | +0.6% | 1.22% | +16.7% |
| NVDA | Sell | NVIDIA CORPORATION COMstock | $4,530,713 | -18.1% | 10,416 | -20.4% | 1.13% | -13.2% |
| WPC | Sell | WP CAREY INC COMreit | $4,261,463 | -26.9% | 78,799 | -8.7% | 1.06% | -22.4% |
| IJH | Sell | ISHARES CORE S&P MID-CAP ETFetf | $3,967,313 | -7.0% | 15,911 | -2.4% | 0.99% | -1.3% |
| IJR | Sell | ISHARES CORE S&P SMALL CAP ETFetf | $3,924,425 | -8.9% | 41,603 | -3.7% | 0.98% | -3.3% |
| BRKA | BERKSHIRE HATHAWAY INC DEL CL Astock | $3,720,339 | +2.6% | 7 | 0.0% | 0.92% | +9.0% | |
| EFG | Buy | ISHARES MSCI EAFE GROWTH ETFetf | $3,485,965 | -8.9% | 40,394 | +0.7% | 0.87% | -3.3% |
| IJS | Sell | ISHARES S&P SMALL-CAP 600 VALUE ETFetf | $3,339,313 | -13.4% | 37,428 | -7.7% | 0.83% | -8.1% |
| AMP | Buy | AMERIPRISE FINL INC COMstock | $3,272,651 | -0.7% | 9,927 | +0.1% | 0.81% | +5.4% |
| ORCL | Buy | ORACLE CORP COMstock | $3,219,378 | -10.7% | 30,394 | +0.4% | 0.80% | -5.2% |
| JPM | Sell | JPMORGAN CHASE & CO COMstock | $3,075,301 | -3.1% | 21,206 | -2.9% | 0.76% | +2.8% |
| VUG | Sell | VANGUARD GROWTH ETFetf | $3,057,692 | -5.0% | 11,229 | -1.2% | 0.76% | +0.8% |
| VBK | Sell | VANGUARD SMALL-CAP GROWTH ETFetf | $2,927,528 | -7.7% | 13,669 | -1.0% | 0.73% | -2.0% |
| IYR | Sell | ISHARES U.S. REAL ESTATE ETFetf | $2,779,924 | -10.8% | 35,576 | -1.2% | 0.69% | -5.3% |
| IWD | Sell | ISHARES RUSSELL 1000 VALUE ETFetf | $2,759,908 | -5.9% | 18,179 | -2.2% | 0.69% | -0.1% |
| VO | Sell | VANGUARD MID-CAP ETFetf | $2,711,915 | -6.1% | 13,023 | -0.7% | 0.67% | -0.3% |
| VB | Sell | VANGUARD SMALL-CAP ETFetf | $2,598,595 | -5.6% | 13,744 | -0.7% | 0.65% | +0.2% |
| NKE | Sell | NIKE INC CL Bstock | $2,233,056 | -24.8% | 23,353 | -13.2% | 0.56% | -20.3% |
| CSCO | Buy | CISCO SYS INC COMstock | $2,103,767 | +5.9% | 39,133 | +1.9% | 0.52% | +12.5% |
| SPY | Sell | SPDR S&P 500 ETF TRUSTetf | $2,094,950 | -11.0% | 4,901 | -7.7% | 0.52% | -5.4% |
| IVV | ISHARES CORE S&P 500 ETFetf | $1,991,072 | -3.7% | 4,637 | 0.0% | 0.50% | +2.3% | |
| LRCX | Sell | LAM RESEARCH CORP COMstock | $1,988,432 | -3.9% | 3,173 | -1.4% | 0.49% | +2.1% |
| VBR | Buy | VANGUARD SMALL CAP VALUE ETFetf | $1,971,977 | +3.4% | 12,364 | +7.2% | 0.49% | +9.6% |
| IWR | Sell | ISHARES RUSSELL MIDCAP ETFetf | $1,970,203 | -8.5% | 28,451 | -3.6% | 0.49% | -3.0% |
| IWX | Buy | ISHARES RUSSELL TOP 200 VALUE ETFetf | $1,906,638 | +205.3% | 29,167 | +215.0% | 0.47% | +224.7% |
| VTV | Buy | VANGUARD VALUE ETFetf | $1,893,896 | -2.2% | 13,731 | +0.8% | 0.47% | +3.7% |
| HDV | Buy | ISHARES CORE HIGH DIVIDEND ETFetf | $1,862,510 | -0.6% | 18,834 | +1.3% | 0.46% | +5.5% |
| ED | Buy | CONSOLIDATED EDISON INC COMstock | $1,812,613 | -2.0% | 21,193 | +3.5% | 0.45% | +4.2% |
| IEMG | Sell | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $1,803,220 | -6.8% | 37,891 | -3.5% | 0.45% | -1.1% |
| MCD | Sell | MCDONALDS CORP COMstock | $1,704,663 | -13.6% | 6,471 | -2.1% | 0.42% | -8.2% |
| IJJ | Buy | ISHARES S&P MID-CAP 400 VALUE ETFetf | $1,535,911 | -5.7% | 15,218 | +0.0% | 0.38% | 0.0% |
| GWW | Buy | GRAINGER W W INC COMstock | $1,524,455 | -11.0% | 2,203 | +1.4% | 0.38% | -5.5% |
| NEE | Sell | NEXTERA ENERGY INC COMstock | $1,518,879 | -23.1% | 26,512 | -0.5% | 0.38% | -18.4% |
| VGT | Buy | VANGUARD INFORMATION TECHNOLOGY ETFetf | $1,440,980 | -5.8% | 3,473 | +0.3% | 0.36% | 0.0% |
| DIS | Sell | DISNEY WALT CO COMstock | $1,421,999 | -18.2% | 17,545 | -9.9% | 0.35% | -13.0% |
| UPS | Buy | UNITED PARCEL SERVICE INC CL Bstock | $1,405,604 | -12.6% | 9,018 | +0.5% | 0.35% | -7.4% |
| JNJ | Sell | JOHNSON & JOHNSON COMstock | $1,349,293 | -8.8% | 8,663 | -3.1% | 0.34% | -3.2% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRUSTetf | $1,318,170 | -9.6% | 2,887 | -5.2% | 0.33% | -4.1% |
| IYH | Sell | ISHARES U.S. HEALTHCARE ETFetf | $1,305,791 | -4.0% | 4,835 | -0.4% | 0.32% | +1.9% |
| TSLA | Sell | TESLA INC COMstock | $1,215,319 | -13.4% | 4,857 | -9.4% | 0.30% | -8.2% |
| IVE | Buy | ISHARES S&P 500 VALUE ETFetf | $1,175,645 | -0.6% | 7,642 | +4.2% | 0.29% | +5.4% |
| ICF | Buy | ISHARES COHEN & STEERS REIT ETFetf | $1,071,620 | -2.4% | 21,364 | +8.2% | 0.27% | +3.5% |
| AXP | Buy | AMERICAN EXPRESS CO COMstock | $1,026,823 | -14.2% | 6,883 | +0.2% | 0.26% | -8.9% |
| CVX | Buy | CHEVRON CORP NEW COMstock | $989,237 | +9.3% | 5,867 | +1.9% | 0.25% | +16.0% |
| HD | Buy | HOME DEPOT INC COMstock | $963,324 | -1.3% | 3,188 | +1.4% | 0.24% | +4.8% |
| VZ | Sell | VERIZON COMMUNICATIONS INC COMstock | $894,776 | -31.7% | 27,608 | -21.6% | 0.22% | -27.7% |
| MRK | Buy | MERCK & CO INC COMstock | $887,078 | -10.4% | 8,617 | +0.4% | 0.22% | -4.7% |
| PEP | Sell | PEPSICO INC COMstock | $803,312 | -8.8% | 4,741 | -0.3% | 0.20% | -2.9% |
| SCHD | New | SCHWAB US DIVIDEND EQUITY ETFetf | $788,755 | – | 11,147 | +100.0% | 0.20% | – |
| FB | Sell | META PLATFORMS INC CL Astock | $784,449 | +2.2% | 2,613 | -2.3% | 0.20% | +8.3% |
| IWM | Sell | ISHARES RUSSELL 2000 ETFetf | $712,086 | -9.6% | 4,029 | -4.2% | 0.18% | -4.3% |
| SPEM | Sell | SPDR PORTFOLIO EMERGING MARKETS ETFetf | $703,641 | -5.3% | 20,960 | -3.0% | 0.18% | +0.6% |
| PG | Buy | PROCTER AND GAMBLE CO COMstock | $677,340 | +6.4% | 4,644 | +10.7% | 0.17% | +12.8% |
| V | Buy | VISA INC COM CL Astock | $666,995 | -2.7% | 2,900 | +0.5% | 0.17% | +3.1% |
| IWO | Buy | ISHARES RUSSELL 2000 GROWTH ETFetf | $656,499 | -7.6% | 2,929 | +0.0% | 0.16% | -1.8% |
| AMD | Buy | ADVANCED MICRO DEVICES INC COMstock | $653,215 | -8.2% | 6,353 | +1.7% | 0.16% | -3.0% |
| PPA | Buy | INVESCO AEROSPACE & DEFENSE ETFetf | $646,452 | -5.4% | 8,101 | +0.1% | 0.16% | +0.6% |
| NUMG | Buy | NUVEEN ESG MID-CAP GROWTH ETFetf | $645,766 | -2.8% | 17,615 | +3.5% | 0.16% | +3.2% |
| IVW | Buy | ISHARES S&P 500 GROWTH ETFetf | $643,053 | +9.6% | 9,399 | +12.9% | 0.16% | +16.8% |
| XLF | Buy | FINANCIAL SELECT SECTOR SPDR FUNDetf | $640,069 | -1.0% | 19,297 | +0.7% | 0.16% | +5.3% |
| PFE | Sell | PFIZER INC COMstock | $610,375 | -10.8% | 18,401 | -1.4% | 0.15% | -5.0% |
| OSK | Sell | OSHKOSH CORP COMstock | $612,261 | +9.4% | 6,416 | -0.7% | 0.15% | +16.0% |
| EFA | Buy | ISHARES MSCI EAFE ETFetf | $610,992 | +5.7% | 8,865 | +11.1% | 0.15% | +12.6% |
| XOM | Sell | EXXON MOBIL CORP COMstock | $562,265 | +5.1% | 4,782 | -4.1% | 0.14% | +12.0% |
| FMAY | Sell | FT CBOE VEST U.S. EQUITY BUFFER ETF - MAYetf | $554,163 | -7.3% | 14,469 | -5.7% | 0.14% | -1.4% |
| NFLX | Buy | NETFLIX INC COMstock | $549,786 | -10.8% | 1,456 | +4.1% | 0.14% | -4.9% |
| EEM | Buy | ISHARES MSCI EMERGING MARKETS ETFetf | $525,420 | -3.8% | 13,845 | +0.3% | 0.13% | +2.3% |
| IWL | Buy | ISHARES RUSSELL TOP 200 ETFetf | $526,871 | +23.7% | 5,097 | +27.6% | 0.13% | +31.0% |
| FJUN | Buy | FT CBOE VEST U.S. EQUITY BUFFER ETF - JUNEetf | $525,723 | +5.2% | 12,968 | +7.5% | 0.13% | +12.0% |
| BAC | Buy | BANK AMERICA CORP COMstock | $525,947 | -4.5% | 19,209 | +0.1% | 0.13% | +1.6% |
| IEFA | Sell | ISHARES CORE MSCI EAFE ETFetf | $513,468 | -9.4% | 7,979 | -5.0% | 0.13% | -3.8% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC COMstock | $508,209 | -3.9% | 1,004 | -1.0% | 0.13% | +1.6% |
| ONEV | Buy | SPDR RUSSELL 1000 LOW VOLATILITY FOCUS ETFetf | $506,040 | +0.3% | 4,825 | +3.8% | 0.13% | +6.8% |
| BA | BOEING CO COMstock | $508,453 | -9.2% | 2,653 | 0.0% | 0.13% | -3.8% | |
| GOOG | ALPHABET INC CAP STK CL Cstock | $501,030 | +9.0% | 3,800 | 0.0% | 0.12% | +15.7% | |
| SOCL | Sell | GLOBAL X SOCIAL MEDIA ETFetf | $498,769 | -2.4% | 13,913 | -0.4% | 0.12% | +3.3% |
| GS | Buy | GOLDMAN SACHS GROUP INC COMstock | $498,223 | +9.0% | 1,540 | +8.7% | 0.12% | +15.9% |
| IWB | Sell | ISHARES RUSSELL 1000 ETFetf | $493,403 | -7.8% | 2,100 | -4.3% | 0.12% | -1.6% |
| KO | Buy | COCA COLA CO COMstock | $488,141 | -4.4% | 8,720 | +2.9% | 0.12% | +0.8% |
| LMT | Sell | LOCKHEED MARTIN CORP COMstock | $485,007 | -11.4% | 1,186 | -0.3% | 0.12% | -5.5% |
| WMT | Buy | WALMART INC COMstock | $470,558 | +1.9% | 2,942 | +0.2% | 0.12% | +8.3% |
| VYM | Sell | VANGUARD HIGH DIVIDEND YIELD INDEX ETFetf | $464,907 | -18.3% | 4,500 | -16.2% | 0.12% | -12.8% |
| BND | Sell | VANGUARD TOTAL BOND MARKET ETFetf | $460,814 | -7.2% | 6,604 | -3.4% | 0.12% | -0.9% |
| TXN | Buy | TEXAS INSTRS INC COMstock | $442,730 | -11.2% | 2,784 | +0.5% | 0.11% | -6.0% |
| KXI | ISHARES GLOBAL CONSUMER STAPLES ETFetf | $434,581 | -6.7% | 7,616 | 0.0% | 0.11% | -0.9% | |
| UNH | Buy | UNITEDHEALTH GROUP INC COMstock | $423,338 | +5.2% | 840 | +0.4% | 0.10% | +11.7% |
| XLV | Buy | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $417,069 | -2.2% | 3,240 | +0.8% | 0.10% | +4.0% |
| FJUL | Buy | FT CBOE VEST U.S. EQUITY BUFFER ETF - JULYetf | $412,840 | +239.4% | 10,765 | +245.1% | 0.10% | +267.9% |
| AGG | Sell | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $400,711 | -6.3% | 4,261 | -2.4% | 0.10% | 0.0% |
| EL | LAUDER ESTEE COS INC CL Astock | $396,790 | -26.4% | 2,745 | 0.0% | 0.10% | -21.4% | |
| CLF | CLEVELAND-CLIFFS INC NEW COMstock | $390,750 | -6.7% | 25,000 | 0.0% | 0.10% | -1.0% | |
| LLY | Buy | ELI LILLY & CO COMstock | $390,071 | +104.9% | 726 | +78.8% | 0.10% | +115.6% |
| VTI | Buy | VANGUARD TOTAL STOCK MARKET ETFetf | $390,459 | -3.1% | 1,838 | +0.5% | 0.10% | +3.2% |
| XLK | Sell | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $387,956 | -7.5% | 2,367 | -1.9% | 0.10% | -2.0% |
| CRM | Sell | SALESFORCE INC COMstock | $387,513 | -5.4% | 1,911 | -1.4% | 0.10% | 0.0% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS COMstock | $376,426 | +15.5% | 2,683 | +10.1% | 0.09% | +23.7% |
| VCSH | Buy | VANGUARD SHORT-TERM CORPORATE BOND ETFetf | $369,442 | -0.5% | 4,916 | +0.2% | 0.09% | +5.7% |
| IGM | ISHARES EXPANDED TECH SECTOR ETFetf | $366,418 | -2.7% | 959 | 0.0% | 0.09% | +3.4% | |
| DDEC | Sell | FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - DECEMBERetf | $361,817 | -0.8% | 10,778 | -0.2% | 0.09% | +5.9% |
| INTC | Buy | INTEL CORP COMstock | $356,870 | +6.4% | 10,039 | +0.1% | 0.09% | +12.7% |
| CYBR | Sell | CYBERARK SOFTWARE LTD SHSstock | $349,649 | -0.5% | 2,135 | -5.0% | 0.09% | +6.1% |
| SBUX | Buy | STARBUCKS CORP COMstock | $344,852 | -4.6% | 3,778 | +3.5% | 0.09% | +1.2% |
| XSD | Buy | SPDR S&P SEMICONDUCTOR ETFetf | $345,472 | -11.4% | 1,763 | +0.1% | 0.09% | -5.5% |
| MMC | Sell | MARSH & MCLENNAN COS INC COMstock | $347,722 | +0.6% | 1,827 | -0.6% | 0.09% | +6.2% |
| SOXX | ISHARES SEMICONDUCTOR ETFetf | $340,914 | -6.6% | 720 | 0.0% | 0.08% | -1.2% | |
| IYW | ISHARES U.S. TECHNOLOGY ETFetf | $321,413 | -3.6% | 3,063 | 0.0% | 0.08% | +2.6% | |
| T | Buy | AT&T INC COMstock | $313,933 | -5.1% | 20,901 | +0.8% | 0.08% | 0.0% |
| ARKK | Sell | ARK INNOVATION ETFetf | $314,403 | -18.4% | 7,925 | -9.2% | 0.08% | -13.3% |
| ADBE | Sell | ADOBE INC COMstock | $308,490 | +1.4% | 605 | -2.7% | 0.08% | +8.5% |
| XLP | Buy | CONSUMER STAPLES SELECT SECTOR SPDR FUNDetf | $308,893 | -6.4% | 4,489 | +0.9% | 0.08% | 0.0% |
| UNP | UNION PAC CORP COMstock | $308,703 | -0.5% | 1,516 | 0.0% | 0.08% | +5.5% | |
| AIEQ | Sell | AI POWERED EQUITY ETFetf | $303,752 | -56.2% | 10,203 | -53.7% | 0.08% | -53.4% |
| SWKS | Buy | SKYWORKS SOLUTIONS INC COMstock | $304,564 | -9.6% | 3,089 | +1.5% | 0.08% | -3.8% |
| IYF | ISHARES U.S. FINANCIALS ETFetf | $303,584 | +0.2% | 4,061 | 0.0% | 0.08% | +5.6% | |
| BX | Sell | BLACKSTONE INC COMstock | $293,075 | -3.4% | 2,735 | -16.2% | 0.07% | +2.8% |
| BBY | Sell | BEST BUY INC COMstock | $279,738 | -57.2% | 4,027 | -49.5% | 0.07% | -54.2% |
| IPG | Buy | INTERPUBLIC GROUP COS INC COMstock | $279,020 | -25.7% | 9,736 | +0.0% | 0.07% | -21.6% |
| AWF | ALLIANCEBERNSTEIN GLOBAL HIGH COMcef | $276,935 | -2.6% | 28,550 | 0.0% | 0.07% | +3.0% | |
| ABBV | Buy | ABBVIE INC COMstock | $274,599 | +11.0% | 1,842 | +0.3% | 0.07% | +17.2% |
| FSEP | Buy | FT CBOE VEST U.S. EQUITY BUFFER ETF - SEPTEMBERetf | $273,612 | +45.9% | 7,379 | +49.4% | 0.07% | +54.5% |
| AOM | Buy | ISHARES CORE MODERATE ALLOCATION ETFetf | $273,937 | -3.1% | 7,037 | +0.6% | 0.07% | +3.0% |
| New | GREYSTONE HOUSING IMPACT INVES BEN UNIT CTFstock | $270,885 | – | 17,533 | +100.0% | 0.07% | – | |
| DE | DEERE & CO COMstock | $267,743 | -6.8% | 709 | 0.0% | 0.07% | 0.0% | |
| YUM | Buy | YUM BRANDS INC COMstock | $264,021 | -9.5% | 2,113 | +0.4% | 0.07% | -2.9% |
| PKB | Buy | INVESCO BUILDING & CONSTRUCTION ETFetf | $260,487 | -7.1% | 5,162 | +0.1% | 0.06% | -1.5% |
| ONEQ | Buy | FIDELITY NASDAQ COMPOSITE INDEX ETFetf | $256,031 | -3.7% | 4,925 | +0.2% | 0.06% | +3.2% |
| SCHG | Buy | SCHWAB U.S. LARGE-CAP GROWTH ETFetf | $248,853 | -2.9% | 3,422 | +0.1% | 0.06% | +3.3% |
| NUSC | Buy | NUVEEN ESG SMALL-CAP ETFetf | $248,754 | -4.1% | 7,144 | +1.9% | 0.06% | +1.6% |
| MGK | Buy | VANGUARD MEGA CAP GROWTH ETFetf | $236,467 | -3.4% | 1,042 | +0.1% | 0.06% | +3.5% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO COMstock | $234,483 | +10.5% | 4,040 | +21.8% | 0.06% | +16.0% |
| DJUN | FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - JUNEetf | $231,346 | -2.0% | 6,550 | 0.0% | 0.06% | +5.5% | |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L P COMstock | $233,108 | +4.4% | 8,517 | +0.5% | 0.06% | +11.5% |
| PRF | Buy | INVESCO FTSE RAFI US 1000 ETFetf | $233,286 | -2.3% | 7,331 | +402.5% | 0.06% | +3.6% |
| XAR | Buy | SPDR S&P AEROSPACE & DEFENSE ETFetf | $231,304 | -7.7% | 2,063 | +0.1% | 0.06% | -1.7% |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETFetf | $224,926 | -1.3% | 659 | 0.0% | 0.06% | +5.7% | |
| EFV | Sell | ISHARES MSCI EAFE VALUE ETFetf | $226,884 | -4.8% | 4,637 | -4.7% | 0.06% | 0.0% |
| CI | Buy | THE CIGNA GROUP COMstock | $221,612 | +2.0% | 775 | +0.1% | 0.06% | +7.8% |
| CMCSA | Buy | COMCAST CORP NEW CL Astock | $212,543 | +6.8% | 4,793 | +0.1% | 0.05% | +12.8% |
| TGT | Sell | TARGET CORP COMstock | $213,586 | -16.8% | 1,932 | -0.7% | 0.05% | -11.7% |
| BKNG | Buy | BOOKING HOLDINGS INC COMstock | $212,793 | +29.2% | 69 | +13.1% | 0.05% | +35.9% |
| LQD | Buy | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf | $214,970 | -4.8% | 2,107 | +0.9% | 0.05% | 0.0% |
| FDEC | FT CBOE VEST U.S. EQUITY BUFFER ETF - DECEMBERetf | $205,052 | -2.3% | 5,827 | 0.0% | 0.05% | +4.1% | |
| COST | Buy | COSTCO WHSL CORP NEW COMstock | $203,036 | +35.1% | 359 | +28.7% | 0.05% | +42.9% |
| TIP | Buy | ISHARES TIPS BOND ETFetf | $201,557 | -2.8% | 1,943 | +0.8% | 0.05% | +2.0% |
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTetf | $199,965 | -2.6% | 597 | 0.0% | 0.05% | +4.2% | |
| ICE | INTERCONTINENTAL EXCHANGE INC COMstock | $198,289 | -2.7% | 1,802 | 0.0% | 0.05% | +2.1% | |
| YDEC | FT CBOE VEST INTERNATIONAL EQUITY BUFFER ETF - DECEMBERetf | $193,738 | -4.5% | 9,230 | 0.0% | 0.05% | 0.0% | |
| VTEB | Buy | VANGUARD TAX-EXEMPT BOND ETFetf | $189,537 | -2.8% | 3,940 | +1.5% | 0.05% | +2.2% |
| CVS | Buy | CVS HEALTH CORP COMstock | $190,334 | +46.2% | 2,726 | +44.8% | 0.05% | +56.7% |
| QDEC | FT CBOE VEST NASDAQ-100 BUFFER ETF - DECEMBERetf | $189,039 | +1.1% | 8,353 | 0.0% | 0.05% | +6.8% | |
| SLYG | Buy | SPDR S&P 600 SMALL CAP GROWTH ETFetf | $190,209 | +15.7% | 2,596 | +21.5% | 0.05% | +20.5% |
| DOCT | FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - OCTOBERetf | $183,033 | -0.8% | 5,288 | 0.0% | 0.05% | +7.0% | |
| QCOM | Buy | QUALCOMM INC COMstock | $184,828 | +0.1% | 1,664 | +7.2% | 0.05% | +7.0% |
| KRE | Buy | SPDR S&P REGIONAL BANKING ETFetf | $179,164 | +2.3% | 4,289 | +0.0% | 0.04% | +9.8% |
| NUE | Buy | NUCOR CORP COMstock | $180,547 | -4.4% | 1,155 | +0.3% | 0.04% | +2.3% |
| LINDE PLC SHSstock | $175,005 | -2.3% | 470 | 0.0% | 0.04% | +4.8% | ||
| IAT | ISHARES U.S. REGIONAL BANKS ETFetf | $175,973 | -0.7% | 5,237 | 0.0% | 0.04% | +4.8% | |
| AMGN | Buy | AMGEN INC COMstock | $177,664 | +21.2% | 661 | +0.2% | 0.04% | +29.4% |
| CL | Buy | COLGATE PALMOLIVE CO COMstock | $176,229 | +36.9% | 2,478 | +48.4% | 0.04% | +46.7% |
| MDYG | Buy | SPDR S&P 400 MID CAP GROWTH ETFetf | $174,233 | +20.3% | 2,520 | +24.6% | 0.04% | +26.5% |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $174,868 | +4.1% | 2,016 | 0.0% | 0.04% | +10.3% | |
| DEO | DIAGEO PLC SPON ADR NEWadr | $170,445 | -14.0% | 1,143 | 0.0% | 0.04% | -8.7% | |
| ADI | Buy | ANALOG DEVICES INC COMstock | $170,115 | -9.7% | 972 | +0.5% | 0.04% | -4.5% |
| SHY | Buy | ISHARES 1-3 YEAR TREASURY BOND ETFetf | $165,098 | +8.2% | 2,039 | +8.3% | 0.04% | +13.9% |
| SCHM | Buy | SCHWAB U.S. MID-CAP ETFetf | $165,613 | +18.4% | 2,447 | +24.3% | 0.04% | +24.2% |
| DMXF | ISHARES ESG ADVANCED MSCI EAFE ETFetf | $165,789 | -6.3% | 2,904 | 0.0% | 0.04% | 0.0% | |
| LOW | LOWES COS INC COMstock | $164,755 | -7.9% | 793 | 0.0% | 0.04% | -2.4% | |
| IWS | Buy | ISHARES RUSSELL MID-CAP VALUE ETFetf | $166,527 | +30.1% | 1,596 | +37.0% | 0.04% | +36.7% |
| SCHW | Buy | SCHWAB CHARLES CORP COMstock | $161,941 | -1.1% | 2,950 | +2.1% | 0.04% | +5.3% |
| DOL | Buy | WISDOMTREE INTERNATIONAL LARGECAP DIVIDEND FUNDetf | $160,967 | -2.6% | 3,528 | +0.7% | 0.04% | +2.6% |
| NMM | NAVIOS MARITIME PARTNERS L P COM UNIT LPIstock | $162,835 | +5.9% | 7,040 | 0.0% | 0.04% | +11.1% | |
| ILCG | ISHARES MORNINGSTAR GROWTH ETFetf | $161,397 | -4.3% | 2,706 | 0.0% | 0.04% | 0.0% | |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $157,028 | -8.5% | 1,807 | +6.3% | 0.04% | -2.5% |
| AGO | ASSURED GUARANTY LTD COMstock | $150,574 | +8.5% | 2,488 | 0.0% | 0.04% | +12.1% | |
| DDM | PROSHARES ULTRA DOW30etf | $150,353 | -5.9% | 2,370 | 0.0% | 0.04% | 0.0% | |
| OFS | Buy | OFS CAP CORP COMcef | $146,486 | +17.4% | 13,033 | +3.3% | 0.04% | +24.1% |
| MPLX | MPLX LP COM UNIT REP LTDstock | $138,865 | +4.8% | 3,904 | 0.0% | 0.04% | +12.9% | |
| PANW | Sell | PALO ALTO NETWORKS INC COMstock | $139,492 | -14.7% | 595 | -7.0% | 0.04% | -7.9% |
| RY | Buy | ROYAL BK CDA COMstock | $142,177 | +0.9% | 1,626 | +10.2% | 0.04% | +6.1% |
| STAG | STAG INDL INC COMreit | $136,694 | -3.8% | 3,961 | 0.0% | 0.03% | +3.0% | |
| RYH | Buy | INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETFetf | $136,087 | -7.9% | 4,967 | +901.4% | 0.03% | -2.9% |
| HON | Sell | HONEYWELL INTL INC COMstock | $138,555 | -21.0% | 750 | -11.2% | 0.03% | -17.1% |
| PIO | Buy | INVESCO GLOBAL WATER ETFetf | $135,024 | -5.5% | 3,997 | +0.0% | 0.03% | +3.0% |
| SMLV | SPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETFetf | $130,251 | -4.3% | 1,317 | 0.0% | 0.03% | 0.0% | |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETFetf | $128,152 | -5.5% | 1,403 | 0.0% | 0.03% | 0.0% | |
| PBD | Buy | INVESCO GLOBAL CLEAN ENERGY ETFetf | $128,588 | -18.6% | 8,360 | +0.1% | 0.03% | -13.5% |
| BME | BLACKROCK HEALTH SCIENCES TR COMcef | $128,804 | -3.7% | 3,290 | 0.0% | 0.03% | +3.2% | |
| VHT | Buy | VANGUARD HEALTH CARE ETFetf | $124,549 | -3.7% | 530 | +0.4% | 0.03% | +3.3% |
| POOL | POOL CORP COMstock | $126,067 | -4.9% | 354 | 0.0% | 0.03% | 0.0% | |
| DMAY | FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - MAYetf | $119,969 | -1.2% | 3,541 | 0.0% | 0.03% | +7.1% | |
| IYE | ISHARES U.S. ENERGY ETFetf | $119,422 | +10.7% | 2,518 | 0.0% | 0.03% | +20.0% | |
| FOCT | FT CBOE VEST U.S. EQUITY BUFFER ETF- OCTOBERetf | $116,486 | -3.2% | 3,189 | 0.0% | 0.03% | +3.6% | |
| YUMC | Buy | YUM CHINA HLDGS INC COMstock | $116,719 | -1.2% | 2,095 | +0.2% | 0.03% | +3.6% |
| VCR | Buy | VANGUARD CONSUMER DISCRETIONARY ETFetf | $112,878 | -4.7% | 419 | +0.2% | 0.03% | 0.0% |
| FAUG | New | FT CBOE VEST U.S. EQUITY BUFFER ETF - AUGUSTetf | $111,056 | – | 2,971 | +100.0% | 0.03% | – |
| SMH | Buy | VANECK SEMICONDUCTOR ETFetf | $113,428 | +2.1% | 782 | +7.3% | 0.03% | +7.7% |
| VIGI | Buy | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETFetf | $112,333 | -4.8% | 1,575 | +0.3% | 0.03% | 0.0% |
| PAYX | Buy | PAYCHEX INC COMstock | $109,702 | +16.7% | 951 | +13.2% | 0.03% | +22.7% |
| RGI | Buy | INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETFetf | $107,872 | -6.3% | 2,817 | +400.4% | 0.03% | 0.0% |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETFetf | $109,573 | -9.2% | 1,034 | 0.0% | 0.03% | -3.6% | |
| WDAY | Sell | WORKDAY INC CL Astock | $107,425 | -52.4% | 500 | -50.0% | 0.03% | -49.1% |
| FAPR | FT CBOE VEST U.S. EQUITY BUFFER ETF - APRILetf | $103,135 | -1.7% | 3,197 | 0.0% | 0.03% | +4.0% | |
| APD | Buy | AIR PRODS & CHEMS INC COMstock | $105,167 | -5.2% | 371 | +0.3% | 0.03% | 0.0% |
| ABT | Sell | ABBOTT LABS COMstock | $103,137 | -18.7% | 1,065 | -8.5% | 0.03% | -13.3% |
| PXD | Buy | PIONEER NAT RES CO COMstock | $104,181 | +10.9% | 454 | +0.2% | 0.03% | +18.2% |
| MAIN | Buy | MAIN STR CAP CORP COMcef | $101,738 | +3.2% | 2,504 | +1.7% | 0.02% | +8.7% |
| WTRG | Sell | ESSENTIAL UTILS INC COMstock | $98,935 | -44.5% | 2,882 | -35.5% | 0.02% | -40.5% |
| TECH | BIO-TECHNE CORP COMstock | $99,927 | -16.6% | 1,468 | 0.0% | 0.02% | -10.7% | |
| OMC | Buy | OMNICOM GROUP INC COMstock | $101,928 | -21.7% | 1,369 | +0.1% | 0.02% | -19.4% |
| KRG | Buy | KITE RLTY GROUP TR COM NEWreit | $97,212 | -3.2% | 4,538 | +0.9% | 0.02% | 0.0% |
| APOLLO GLOBAL MGMT INC COMstock | $96,672 | +16.9% | 1,077 | 0.0% | 0.02% | +26.3% | ||
| IFRA | ISHARES U.S. INFRASTRUCTURE ETFetf | $96,495 | -6.4% | 2,637 | 0.0% | 0.02% | 0.0% | |
| IBB | ISHARES BIOTECHNOLOGY ETFetf | $96,504 | -3.7% | 789 | 0.0% | 0.02% | +4.3% | |
| HQH | TEKLA HEALTHCARE INVS SH BEN INTcef | $90,765 | -8.8% | 5,837 | 0.0% | 0.02% | 0.0% | |
| IWN | ISHARES RUSSELL 2000 VALUE ETFetf | $90,680 | -3.7% | 669 | 0.0% | 0.02% | +4.5% | |
| DHR | DANAHER CORPORATION COMstock | $91,306 | +3.4% | 368 | 0.0% | 0.02% | +9.5% | |
| BLK | Buy | BLACKROCK INC COMstock | $91,021 | -5.8% | 141 | +0.7% | 0.02% | 0.0% |
| WPS | Sell | ISHARES INTERNATIONAL DEVELOPED PROPERTY ETFetf | $93,852 | -24.3% | 3,747 | -21.1% | 0.02% | -20.7% |
| Sell | GENERAL ELECTRIC CO COM NEWstock | $91,145 | -37.4% | 824 | -37.9% | 0.02% | -32.4% | |
| YJUN | FT CBOE VEST INTERNATIONAL EQUITY BUFFER ETF - JUNEetf | $90,264 | -3.5% | 4,568 | 0.0% | 0.02% | 0.0% | |
| NRK | NUVEEN NEW YORK AMT QLT MUNICP COMcef | $87,176 | -8.7% | 9,225 | 0.0% | 0.02% | 0.0% | |
| AEP | Buy | AMERICAN ELEC PWR CO INC COMstock | $87,677 | +99.5% | 1,166 | +123.4% | 0.02% | +120.0% |
| DAL | DELTA AIR LINES INC DEL COM NEWstock | $88,808 | -22.2% | 2,400 | 0.0% | 0.02% | -18.5% | |
| GM | Buy | GENERAL MTRS CO COMstock | $88,874 | -14.5% | 2,696 | +0.0% | 0.02% | -8.3% |
| GSK PLC SPONSORED ADRadr | $82,469 | +1.7% | 2,275 | 0.0% | 0.02% | +10.5% | ||
| AAL | AMERICAN AIRLS GROUP INC COMstock | $82,983 | -28.6% | 6,478 | 0.0% | 0.02% | -22.2% | |
| MS | Buy | MORGAN STANLEY COM NEWstock | $82,393 | -4.2% | 1,009 | +0.2% | 0.02% | 0.0% |
| MMM | Sell | 3M CO COMstock | $81,685 | -7.3% | 873 | -0.9% | 0.02% | -4.8% |
| BNDX | Buy | VANGUARD TOTAL INTERNATIONAL BOND ETFetf | $81,226 | -1.7% | 1,698 | +0.5% | 0.02% | +5.3% |
| D | Sell | DOMINION ENERGY INC COMstock | $74,907 | -40.1% | 1,677 | -30.6% | 0.02% | -34.5% |
| EBAY | Sell | EBAY INC. COMstock | $77,555 | -1.8% | 1,759 | -0.5% | 0.02% | 0.0% |
| IEF | Buy | ISHARES 7-10 YEAR TREASURY BOND ETFetf | $76,822 | -0.8% | 839 | +4.7% | 0.02% | +5.6% |
| PH | PARKER-HANNIFIN CORP COMstock | $77,170 | -0.0% | 198 | 0.0% | 0.02% | +5.6% | |
| GNTX | Buy | GENTEX CORP COMstock | $72,478 | +11.3% | 2,227 | +0.1% | 0.02% | +20.0% |
| TNK | TEEKAY TANKERS LTD CL Astock | $72,936 | +8.9% | 1,752 | 0.0% | 0.02% | +12.5% | |
| ILCB | New | ISHARES MORNINGSTAR U.S. EQUITY ETFetf | $72,324 | – | 1,228 | +100.0% | 0.02% | – |
| XEL | Buy | XCEL ENERGY INC COMstock | $69,393 | -7.6% | 1,213 | +0.4% | 0.02% | -5.6% |
| WFC | WELLS FARGO CO NEW COMstock | $70,197 | -4.3% | 1,718 | 0.0% | 0.02% | 0.0% | |
| PHB | Sell | INVESCO FUNDAMENTAL HIGH YIELD CORPORATE BOND ETFetf | $65,316 | -29.1% | 3,824 | -27.4% | 0.02% | -27.3% |
| PM | Buy | PHILIP MORRIS INTL INC COMstock | $66,054 | -4.6% | 713 | +0.6% | 0.02% | 0.0% |
| PYPL | PAYPAL HLDGS INC COMstock | $62,435 | -12.4% | 1,068 | 0.0% | 0.02% | -5.9% | |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE CO COMstock | $65,718 | +3.4% | 3,783 | +0.0% | 0.02% | +6.7% |
| GDX | VANECK GOLD MINERS ETFetf | $63,122 | -10.6% | 2,346 | 0.0% | 0.02% | -5.9% | |
| MA | Sell | MASTERCARD INCORPORATED CL Astock | $64,174 | -10.4% | 162 | -11.0% | 0.02% | -5.9% |
| GILD | Buy | GILEAD SCIENCES INC COMstock | $63,267 | -1.8% | 844 | +1.0% | 0.02% | +6.7% |
| HAS | Sell | HASBRO INC COMstock | $59,308 | +0.7% | 897 | -1.3% | 0.02% | +7.1% |
| VOOG | VANGUARD S&P 500 GROWTH ETFetf | $60,476 | -2.9% | 245 | 0.0% | 0.02% | 0.0% | |
| C | Buy | CITIGROUP INC COM NEWstock | $62,321 | -9.7% | 1,515 | +1.1% | 0.02% | -6.2% |
| STNG | SCORPIO TANKERS INC SHSstock | $61,805 | +14.6% | 1,142 | 0.0% | 0.02% | +15.4% | |
| DRIV | Buy | GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETFetf | $58,221 | -9.4% | 2,479 | +0.4% | 0.01% | -6.7% |
| VXUS | Sell | VANGUARD TOTAL INTERNATIONAL STOCK ETFetf | $58,274 | -10.4% | 1,089 | -6.1% | 0.01% | -6.7% |
| EW | EDWARDS LIFESCIENCES CORP COMstock | $56,186 | -26.6% | 811 | 0.0% | 0.01% | -22.2% | |
| TM | Buy | TOYOTA MOTOR CORP ADSadr | $56,082 | +42.4% | 312 | +27.3% | 0.01% | +55.6% |
| MPC | Buy | MARATHON PETE CORP COMstock | $56,279 | +30.3% | 372 | +0.5% | 0.01% | +40.0% |
| AOR | Buy | ISHARES CORE GROWTH ALLOCATION ETFetf | $55,358 | -3.5% | 1,120 | +0.4% | 0.01% | +7.7% |
| VWO | Buy | VANGUARD FTSE EMERGING MARKETS ETFetf | $56,984 | -3.4% | 1,453 | +0.2% | 0.01% | 0.0% |
| XLRE | Sell | REAL ESTATE SELECT SECTOR SPDR FUNDetf | $56,652 | -20.3% | 1,663 | -11.8% | 0.01% | -17.6% |
| CAT | Sell | CATERPILLAR INC COMstock | $55,626 | -46.8% | 204 | -52.0% | 0.01% | -41.7% |
| VRSN | VERISIGN INC COMstock | $51,038 | -10.4% | 252 | 0.0% | 0.01% | 0.0% | |
| SO | Buy | SOUTHERN CO COMstock | $51,417 | +16.2% | 794 | +26.0% | 0.01% | +30.0% |
| HYG | Buy | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFetf | $50,719 | -0.2% | 688 | +1.6% | 0.01% | +8.3% |
| Buy | SHELL PLC SPON ADSadr | $52,335 | +6.8% | 813 | +0.1% | 0.01% | +18.2% | |
| PHO | Buy | INVESCO WATER RESOURCES ETFetf | $53,871 | -5.6% | 1,013 | +0.1% | 0.01% | 0.0% |
| UBER | Buy | UBER TECHNOLOGIES INC COMstock | $50,543 | +67.5% | 1,099 | +57.2% | 0.01% | +85.7% |
| VPU | Sell | VANGUARD UTILITIES ETFetf | $50,651 | -27.3% | 397 | -19.0% | 0.01% | -18.8% |
| EA | Buy | ELECTRONIC ARTS INC COMstock | $50,629 | -7.2% | 421 | +0.2% | 0.01% | 0.0% |
| FTNT | FORTINET INC COMstock | $47,237 | -22.4% | 805 | 0.0% | 0.01% | -14.3% | |
| IAGG | Buy | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETFetf | $46,847 | +0.6% | 960 | +1.7% | 0.01% | +9.1% |
| DIM | Sell | WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUNDetf | $49,404 | -20.0% | 880 | -17.9% | 0.01% | -14.3% |
| ABNB | AIRBNB INC COM CL Astock | $47,200 | +7.1% | 344 | 0.0% | 0.01% | +20.0% | |
| ON | ON SEMICONDUCTOR CORP COMstock | $46,475 | -1.7% | 500 | 0.0% | 0.01% | +9.1% | |
| ALL | ALLSTATE CORP COMstock | $48,241 | +2.2% | 433 | 0.0% | 0.01% | +9.1% | |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETFetf | $47,320 | +0.1% | 943 | 0.0% | 0.01% | +9.1% | |
| DTE | Buy | DTE ENERGY CO COMstock | $49,331 | -9.0% | 497 | +0.8% | 0.01% | -7.7% |
| NJR | NEW JERSEY RES CORP COMstock | $44,693 | -13.9% | 1,100 | 0.0% | 0.01% | -8.3% | |
| JPS | NUVEEN PFD & INCOME SECS FD COMcef | $43,918 | -3.3% | 7,118 | 0.0% | 0.01% | 0.0% | |
| GFF | GRIFFON CORP COMstock | $43,637 | -1.6% | 1,100 | 0.0% | 0.01% | +10.0% | |
| ILMN | Sell | ILLUMINA INC COMstock | $42,969 | -29.5% | 313 | -3.7% | 0.01% | -21.4% |
| INTU | INTUIT COMstock | $42,948 | +11.5% | 84 | 0.0% | 0.01% | +22.2% | |
| PRU | PRUDENTIAL FINL INC COMstock | $45,938 | +7.6% | 484 | 0.0% | 0.01% | +10.0% | |
| Buy | WARNER BROS DISCOVERY INC COM SER Astock | $43,646 | -13.2% | 4,019 | +0.2% | 0.01% | -8.3% | |
| GLOBALFOUNDRIES INC ORDINARY SHARESstock | $44,224 | -9.9% | 760 | 0.0% | 0.01% | 0.0% | ||
| ACN | Sell | ACCENTURE PLC IRELAND SHS CLASS Astock | $42,381 | -10.8% | 138 | -10.4% | 0.01% | 0.0% |
| NYF | Buy | ISHARES NEW YORK MUNI BOND ETFetf | $44,337 | -3.6% | 869 | +0.6% | 0.01% | 0.0% |
| DBC | INVESCO DB COMMODITY INDEX TRACKING FUNDetf | $46,199 | +10.0% | 1,851 | 0.0% | 0.01% | +10.0% | |
| PTH | Buy | INVESCO DORSEY WRIGHT HEALTHCARE MOMENTUM ETFetf | $44,829 | -17.3% | 1,335 | +200.0% | 0.01% | -15.4% |
| FDX | FEDEX CORP COMstock | $45,640 | +7.0% | 172 | 0.0% | 0.01% | +10.0% | |
| IDU | ISHARES U.S. UTILITIES ETFetf | $40,028 | -10.0% | 544 | 0.0% | 0.01% | 0.0% | |
| FFEB | FT CBOE VEST U.S. EQUITY BUFFER ETF - FEBRUARYetf | $41,007 | -2.1% | 1,052 | 0.0% | 0.01% | 0.0% | |
| F | Buy | FORD MTR CO DEL COMstock | $40,420 | -17.6% | 3,254 | +0.4% | 0.01% | -9.1% |
| ADP | AUTOMATIC DATA PROCESSING INC COMstock | $41,724 | +9.5% | 173 | 0.0% | 0.01% | +11.1% | |
| MAA | Buy | MID-AMER APT CMNTYS INC COMreit | $41,471 | -14.5% | 322 | +0.9% | 0.01% | -9.1% |
| MO | Sell | ALTRIA GROUP INC COMstock | $40,127 | -15.3% | 954 | -8.7% | 0.01% | -9.1% |
| PROF | PROFOUND MED CORP COM NEWstock | $40,800 | -21.6% | 4,000 | 0.0% | 0.01% | -16.7% | |
| DON | Buy | WISDOMTREE U.S. MIDCAP DIVIDEND FUNDetf | $41,636 | -1.9% | 1,017 | +0.7% | 0.01% | 0.0% |
| DLR | Buy | DIGITAL RLTY TR INC COMreit | $38,672 | +7.4% | 320 | +1.3% | 0.01% | +25.0% |
| MTB | Buy | M & T BK CORP COMstock | $41,781 | +2.5% | 330 | +0.3% | 0.01% | 0.0% |
| CB | Sell | CHUBB LIMITED COMstock | $40,387 | -17.4% | 194 | -23.6% | 0.01% | -9.1% |
| NFBK | Buy | NORTHFIELD BANCORP INC DEL COMstock | $40,688 | -12.9% | 4,306 | +1.2% | 0.01% | -9.1% |
| WEC | WEC ENERGY GROUP INC COMstock | $38,664 | -8.7% | 480 | 0.0% | 0.01% | 0.0% | |
| INGR | INGREDION INC COMstock | $39,360 | -7.1% | 400 | 0.0% | 0.01% | 0.0% | |
| DNOV | FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - NOVEMBERetf | $40,837 | -2.3% | 1,151 | 0.0% | 0.01% | 0.0% | |
| EXC | Sell | EXELON CORP COMstock | $36,543 | -56.0% | 967 | -52.6% | 0.01% | -52.6% |
| BSV | VANGUARD SHORT-TERM BOND ETFetf | $34,278 | -0.5% | 456 | 0.0% | 0.01% | +12.5% | |
| RPG | Buy | INVESCO S&P 500 PURE GROWTH ETFetf | $34,673 | -1.2% | 1,150 | +400.0% | 0.01% | +12.5% |
| CARR | CARRIER GLOBAL CORPORATION COMstock | $35,107 | +11.0% | 636 | 0.0% | 0.01% | +28.6% | |
| PNC | PNC FINL SVCS GROUP INC COMstock | $36,831 | -2.5% | 300 | 0.0% | 0.01% | 0.0% | |
| VEGN | US VEGAN CLIMATE ETFetf | $38,052 | -1.9% | 1,000 | 0.0% | 0.01% | 0.0% | |
| XHR | Sell | XENIA HOTELS & RESORTS INC COMreit | $37,126 | -7.2% | 3,152 | -3.0% | 0.01% | 0.0% |
| SON | Buy | SONOCO PRODS CO COMstock | $36,467 | -7.1% | 671 | +0.9% | 0.01% | 0.0% |
| SYK | STRYKER CORPORATION COMstock | $36,413 | -10.3% | 133 | 0.0% | 0.01% | -10.0% | |
| CWB | Buy | SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFetf | $34,723 | -2.6% | 512 | +0.4% | 0.01% | +12.5% |
| VNO | VORNADO RLTY TR SH BEN INTreit | $37,478 | +25.0% | 1,652 | 0.0% | 0.01% | +28.6% | |
| CCEP | COCA-COLA EUROPACIFIC PARTNERS SHSstock | $34,435 | -3.0% | 551 | 0.0% | 0.01% | +12.5% | |
| CHTR | CHARTER COMMUNICATIONS INC NEW CL Astock | $37,825 | +19.7% | 86 | 0.0% | 0.01% | +28.6% | |
| CLX | Buy | CLOROX CO DEL COMstock | $36,619 | -1.6% | 279 | +19.2% | 0.01% | 0.0% |
| TXT | TEXTRON INC COMstock | $34,304 | +15.5% | 439 | 0.0% | 0.01% | +28.6% | |
| WM | WASTE MGMT INC DEL COMstock | $31,164 | -12.1% | 204 | 0.0% | 0.01% | 0.0% | |
| SRE | Buy | SEMPRA COMstock | $33,888 | -6.6% | 498 | +100.0% | 0.01% | 0.0% |
| IYC | ISHARES U.S. CONSUMER DISCRETIONARY ETFetf | $32,854 | -5.9% | 491 | 0.0% | 0.01% | 0.0% | |
| IYK | ISHARES U.S. CONSUMER STAPLES ETFetf | $34,114 | -6.9% | 183 | 0.0% | 0.01% | -11.1% | |
| DRAFTKINGS INC NEW COM CL Astock | $31,942 | +10.8% | 1,085 | 0.0% | 0.01% | +14.3% | ||
| MET | Buy | METLIFE INC COMstock | $32,453 | +12.2% | 516 | +0.8% | 0.01% | +14.3% |
| CAH | Buy | CARDINAL HEALTH INC COMstock | $31,819 | -7.7% | 366 | +0.3% | 0.01% | 0.0% |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETFetf | $31,144 | -20.5% | 2,130 | 0.0% | 0.01% | -11.1% | |
| VLO | VALERO ENERGY CORP COMstock | $30,470 | +20.8% | 215 | 0.0% | 0.01% | +33.3% | |
| Sell | CONSTELLATION ENERGY CORP COMstock | $34,181 | -43.6% | 313 | -52.7% | 0.01% | -42.9% | |
| PGX | Buy | INVESCO PREFERRED ETFetf | $31,253 | -2.2% | 2,854 | +1.6% | 0.01% | +14.3% |
| TPVG | TRIPLEPOINT VENTURE GROWTH BDC COMcef | $31,380 | -11.2% | 3,000 | 0.0% | 0.01% | 0.0% | |
| AIG | AMERICAN INTL GROUP INC COM NEWstock | $33,572 | +5.3% | 554 | 0.0% | 0.01% | +14.3% | |
| SCHO | New | SCHWAB SHORT-TERM US TREASURY ETFetf | $29,357 | – | 613 | +100.0% | 0.01% | – |
| XRAY | New | DENTSPLY SIRONA INC COMstock | $27,328 | – | 800 | +100.0% | 0.01% | – |
| AL | AIR LEASE CORP CL Astock | $27,784 | -5.8% | 705 | 0.0% | 0.01% | 0.0% | |
| FJAN | FT CBOE VEST U.S. EQUITY BUFFER ETF - JANUARYetf | $26,426 | -1.9% | 724 | 0.0% | 0.01% | +16.7% | |
| GURU | GLOBAL X GURU INDEX ETFetf | $28,967 | -2.5% | 800 | 0.0% | 0.01% | 0.0% | |
| LNT | ALLIANT ENERGY CORP COMstock | $28,634 | -7.7% | 591 | 0.0% | 0.01% | 0.0% | |
| VRTX | VERTEX PHARMACEUTICALS INC COMstock | $27,819 | -1.2% | 80 | 0.0% | 0.01% | 0.0% | |
| AVGO | BROADCOM INC COMstock | $27,409 | -4.2% | 33 | 0.0% | 0.01% | 0.0% | |
| RSP | Sell | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $28,338 | -6.3% | 200 | -1.0% | 0.01% | 0.0% |
| UTG | REAVES UTIL INCOME FD COM SH BEN INTcef | $28,003 | -10.1% | 1,136 | 0.0% | 0.01% | 0.0% | |
| O | Buy | REALTY INCOME CORP COMreit | $27,519 | -15.9% | 551 | +0.7% | 0.01% | -12.5% |
| BGH | BARINGS GLOBAL SHORT DURATION COMcef | $28,397 | -2.6% | 2,236 | 0.0% | 0.01% | 0.0% | |
| BP | BP PLC SPONSORED ADRadr | $29,621 | +9.7% | 765 | 0.0% | 0.01% | +16.7% | |
| HELE | HELEN OF TROY LTD COMstock | $29,140 | +7.9% | 250 | 0.0% | 0.01% | +16.7% | |
| IEV | ISHARES EUROPE ETFetf | $27,389 | -5.6% | 574 | 0.0% | 0.01% | 0.0% | |
| TT | TRANE TECHNOLOGIES PLC SHSstock | $26,987 | +6.1% | 133 | 0.0% | 0.01% | +16.7% | |
| SHV | Buy | ISHARES SHORT TREASURY BOND ETFetf | $26,181 | +1.7% | 237 | +1.7% | 0.01% | +16.7% |
| MRNA | MODERNA INC COMstock | $28,508 | -15.0% | 276 | 0.0% | 0.01% | -12.5% | |
| MDLZ | MONDELEZ INTL INC CL Astock | $27,829 | -4.9% | 401 | 0.0% | 0.01% | 0.0% | |
| PWP | Sell | PERELLA WEINBERG PARTNERS CLASS A COMstock | $26,692 | +19.6% | 2,622 | -2.2% | 0.01% | +40.0% |
| LULU | LULULEMON ATHLETICA INC COMstock | $26,221 | +1.9% | 68 | 0.0% | 0.01% | +16.7% | |
| LYV | LIVE NATION ENTERTAINMENT INC COMstock | $27,154 | -8.9% | 327 | 0.0% | 0.01% | 0.0% | |
| KKR | KKR & CO INC COMstock | $27,880 | +10.0% | 453 | 0.0% | 0.01% | +16.7% | |
| KMB | Buy | KIMBERLY-CLARK CORP COMstock | $29,684 | +28.4% | 246 | +47.3% | 0.01% | +40.0% |
| PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEWadr | $26,779 | -8.1% | 1,343 | 0.0% | 0.01% | 0.0% | |
| BKLN | Sell | INVESCO SENIOR LOAN ETFetf | $24,721 | -12.4% | 1,178 | -12.2% | 0.01% | -14.3% |
| BUD | ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRadr | $22,452 | -2.5% | 406 | 0.0% | 0.01% | +20.0% | |
| BHP | Buy | BHP GROUP LTD SPONSORED ADSadr | $24,205 | -3.4% | 426 | +1.4% | 0.01% | 0.0% |
| IGIB | Buy | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $22,397 | -2.8% | 460 | +0.9% | 0.01% | +20.0% |
| EWJ | ISHARES MSCI JAPAN ETFetf | $24,830 | -2.6% | 412 | 0.0% | 0.01% | 0.0% | |
| HPF | HANCOCK JOHN PFD INCOME FD II COMcef | $24,281 | -4.1% | 1,678 | 0.0% | 0.01% | 0.0% | |
| NXPI | NXP SEMICONDUCTORS N V COMstock | $22,191 | -2.3% | 111 | 0.0% | 0.01% | +20.0% | |
| EXG | Buy | EATON VANCE TAX-MANAGED GLOBAL COMcef | $24,869 | -5.0% | 3,374 | +2.1% | 0.01% | 0.0% |
| PCY | Buy | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETFetf | $25,414 | -4.7% | 1,391 | +1.7% | 0.01% | 0.0% |
| CMI | CUMMINS INC COMstock | $23,129 | -6.8% | 101 | 0.0% | 0.01% | 0.0% | |
| NSC | NORFOLK SOUTHN CORP COMstock | $25,601 | -13.2% | 130 | 0.0% | 0.01% | -14.3% | |
| CONSENSUS CLOUD SOLUTIONS INC COMstock | $25,180 | -18.8% | 1,000 | 0.0% | 0.01% | -14.3% | ||
| RSG | REPUBLIC SVCS INC COMstock | $23,372 | -7.0% | 164 | 0.0% | 0.01% | 0.0% | |
| IHF | ISHARES U.S. HEALTHCARE PROVIDERS ETFetf | $24,610 | -3.8% | 100 | 0.0% | 0.01% | 0.0% | |
| AON | AON PLC SHS CL Astock | $23,992 | -6.1% | 74 | 0.0% | 0.01% | 0.0% | |
| JCI | JOHNSON CTLS INTL PLC SHSstock | $22,880 | -21.9% | 430 | 0.0% | 0.01% | -14.3% | |
| MU | MICRON TECHNOLOGY INC COMstock | $22,922 | +7.9% | 337 | 0.0% | 0.01% | +20.0% | |
| SOFI | Sell | SOFI TECHNOLOGIES INC COMstock | $22,532 | -6.8% | 2,820 | -2.8% | 0.01% | 0.0% |
| ARKG | ARK GENOMIC REVOLUTION ETFetf | $25,158 | -18.3% | 903 | 0.0% | 0.01% | -14.3% | |
| RCL | ROYAL CARIBBEAN GROUP COMstock | $25,799 | -11.2% | 280 | 0.0% | 0.01% | -14.3% | |
| FSK | FS KKR CAP CORP COMcef | $22,584 | +2.7% | 1,147 | 0.0% | 0.01% | +20.0% | |
| PEY | Buy | INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETFetf | $25,234 | +1.0% | 1,315 | +1.2% | 0.01% | 0.0% |
| PEG | PUBLIC SVC ENTERPRISE GRP INC COMstock | $24,471 | -9.1% | 430 | 0.0% | 0.01% | 0.0% | |
| XBI | SPDR S&P BIOTECH ETFetf | $24,244 | -12.2% | 332 | 0.0% | 0.01% | 0.0% | |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETFetf | $22,600 | -3.5% | 890 | 0.0% | 0.01% | +20.0% | |
| FANG | Sell | DIAMONDBACK ENERGY INC COMstock | $24,740 | -9.8% | 160 | -23.4% | 0.01% | 0.0% |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDetf | $25,396 | -4.8% | 400 | 0.0% | 0.01% | 0.0% | |
| XLY | Sell | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $23,825 | -29.2% | 148 | -25.3% | 0.01% | -25.0% |
| SPOT | SPOTIFY TECHNOLOGY S A SHSstock | $19,175 | -3.7% | 124 | 0.0% | 0.01% | 0.0% | |
| ET | ENERGY TRANSFER L P COM UT LTD PTNstock | $21,045 | +10.5% | 1,500 | 0.0% | 0.01% | +25.0% | |
| VNQ | Sell | VANGUARD REAL ESTATE ETFetf | $19,218 | -21.0% | 254 | -12.7% | 0.01% | -16.7% |
| ARCC | Buy | ARES CAPITAL CORP COMcef | $20,812 | +6.2% | 1,069 | +2.5% | 0.01% | 0.0% |
| VGK | Buy | VANGUARD FTSE EUROPE ETFetf | $19,371 | -5.7% | 334 | +0.3% | 0.01% | 0.0% |
| ICSH | BLACKROCK ULTRA SHORT-TERM BOND ETFetf | $19,950 | +0.2% | 396 | 0.0% | 0.01% | 0.0% | |
| GLD | SPDR GOLD SHARESetf | $21,603 | -3.8% | 126 | 0.0% | 0.01% | 0.0% | |
| ETN | EATON CORP PLC SHSstock | $21,328 | +6.1% | 100 | 0.0% | 0.01% | 0.0% | |
| UL | Buy | UNILEVER PLC SPON ADR NEWadr | $20,771 | -4.8% | 420 | +0.2% | 0.01% | 0.0% |
| DELL | Sell | DELL TECHNOLOGIES INC CL Cstock | $19,451 | +16.1% | 282 | -9.0% | 0.01% | +25.0% |
| DD | DUPONT DE NEMOURS INC COMstock | $19,793 | +4.5% | 265 | 0.0% | 0.01% | +25.0% | |
| EPP | ISHARES MSCI PACIFIC EX-JAPAN ETFetf | $18,137 | -5.8% | 456 | 0.0% | 0.01% | 0.0% | |
| GLW | Buy | CORNING INC COMstock | $21,605 | -12.7% | 709 | +0.4% | 0.01% | -16.7% |
| OEF | ISHARES S&P 100 ETFetf | $21,268 | -3.1% | 106 | 0.0% | 0.01% | 0.0% | |
| VRME | VERIFYME INC COM NEWstock | $18,491 | -15.2% | 15,800 | 0.0% | 0.01% | 0.0% | |
| DSL | DOUBLELINE INCOME SOLUTIONS FD COMcef | $20,885 | -1.6% | 1,782 | 0.0% | 0.01% | 0.0% | |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETFetf | $21,146 | -4.8% | 483 | 0.0% | 0.01% | 0.0% | |
| CMG | CHIPOTLE MEXICAN GRILL INC COMstock | $21,982 | -14.4% | 12 | 0.0% | 0.01% | -16.7% | |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. COMstock | $21,760 | -12.7% | 279 | +0.4% | 0.01% | -16.7% |
| PSX | Buy | PHILLIPS 66 COMstock | $19,612 | +26.5% | 163 | +0.6% | 0.01% | +25.0% |
| MAR | Buy | MARRIOTT INTL INC NEW CL Astock | $19,218 | +7.3% | 98 | +1.0% | 0.01% | +25.0% |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFetf | $19,546 | -5.9% | 159 | 0.0% | 0.01% | 0.0% | |
| BOTZ | Sell | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETFetf | $18,725 | -18.1% | 757 | -4.8% | 0.01% | 0.0% |
| DFS | Buy | DISCOVER FINL SVCS COMstock | $20,078 | -25.5% | 232 | +0.4% | 0.01% | -16.7% |
| VMW | Sell | VMWARE INC CL A COMstock | $19,811 | +4.4% | 119 | -9.8% | 0.01% | +25.0% |
| BK | Buy | BANK NEW YORK MELLON CORP COMstock | $18,586 | -3.3% | 436 | +0.9% | 0.01% | 0.0% |
| EVX | VANECK ENVIRONMENTAL SERVICES ETFetf | $21,009 | -11.3% | 147 | 0.0% | 0.01% | -16.7% | |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADRadr | $18,893 | +4.8% | 2,347 | 0.0% | 0.01% | +25.0% | |
| GIS | Buy | GENERAL MLS INC COMstock | $20,428 | +55.6% | 319 | +86.5% | 0.01% | +66.7% |
| RDIV | Buy | INVESCO S&P ULTRA DIVIDEND REVENUE ETFetf | $18,456 | -3.7% | 496 | +1.2% | 0.01% | +25.0% |
| VOD | VODAFONE GROUP PLC NEW SPONSORED ADRadr | $21,008 | +0.3% | 2,216 | 0.0% | 0.01% | 0.0% | |
| LRFC | LOGAN RIDGE FINANCE CORP COMcef | $20,439 | +0.2% | 985 | 0.0% | 0.01% | 0.0% | |
| SHOP | SHOPIFY INC CL Astock | $21,337 | -15.5% | 391 | 0.0% | 0.01% | -16.7% | |
| OXY | Buy | OCCIDENTAL PETE CORP COMstock | $20,825 | +10.6% | 321 | +0.3% | 0.01% | +25.0% |
| SWBI | Buy | SMITH & WESSON BRANDS INC COMstock | $19,770 | +104.7% | 1,531 | +106.6% | 0.01% | +150.0% |
| BIP | BROOKFIELD INFRAST PARTNERS LP LP INT UNITstock | $14,700 | -19.5% | 500 | 0.0% | 0.00% | 0.0% | |
| HES | HESS CORP COMstock | $16,830 | +12.5% | 110 | 0.0% | 0.00% | 0.0% | |
| PSCH | Buy | INVESCO S&P SMALLCAP HEALTH CARE ETFetf | $15,996 | -15.5% | 426 | +200.0% | 0.00% | 0.0% |
| SJNK | Buy | SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETFetf | $14,760 | +0.8% | 603 | +1.7% | 0.00% | +33.3% |
| AAON | Buy | AAON INC COM PAR $0.004stock | $14,729 | -10.2% | 259 | +49.7% | 0.00% | 0.0% |
| Sell | HALEON PLC SPON ADSadr | $16,902 | -9.5% | 2,029 | -9.0% | 0.00% | 0.0% | |
| RTX | Sell | RTX CORPORATION COMstock | $17,877 | -34.9% | 248 | -11.4% | 0.00% | -33.3% |
| SCHA | SCHWAB U.S. SMALL-CAP ETFetf | $16,485 | -5.4% | 398 | 0.0% | 0.00% | 0.0% | |
| CQP | Buy | CHENIERE ENERGY PARTNERS LP COM UNITstock | $16,146 | +19.9% | 298 | +2.1% | 0.00% | +33.3% |
| DIAX | Buy | NUVEEN DOW 30 DYNMC OVERWRT FD SHScef | $14,385 | -0.9% | 1,050 | +2.0% | 0.00% | +33.3% |
| FXI | ISHARES CHINA LARGE-CAP ETFetf | $18,037 | -2.4% | 680 | 0.0% | 0.00% | 0.0% | |
| ARKW | ARK NEXT GENERATION INTERNET ETFetf | $17,710 | -7.6% | 327 | 0.0% | 0.00% | 0.0% | |
| IXC | ISHARES GLOBAL ENERGY ETFetf | $15,019 | +10.9% | 364 | 0.0% | 0.00% | +33.3% | |
| XLE | Buy | ENERGY SELECT SECTOR SPDR FUNDetf | $17,041 | +17.2% | 189 | +5.6% | 0.00% | +33.3% |
| COIN | Sell | COINBASE GLOBAL INC COM CL Astock | $18,019 | -3.1% | 240 | -7.7% | 0.00% | 0.0% |
| LII | LENNOX INTL INC COMstock | $14,603 | +14.8% | 39 | 0.0% | 0.00% | +33.3% | |
| Sell | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKstock | $17,555 | -49.2% | 258 | -39.3% | 0.00% | -50.0% | |
| AZN | Buy | ASTRAZENECA PLC SPONSORED ADRadr | $15,187 | -4.7% | 224 | +0.4% | 0.00% | 0.0% |
| ALB | Sell | ALBEMARLE CORP COMstock | $17,565 | -82.6% | 103 | -77.3% | 0.00% | -83.3% |
| FFC | Buy | FLAHERTY & CRUMRINE PFD SECS I COMcef | $15,240 | -3.8% | 1,175 | +1.9% | 0.00% | 0.0% |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORDstock | $14,261 | +6.1% | 107 | 0.0% | 0.00% | +33.3% | |
| IYG | ISHARES US FINANCIAL SERVICES ETFetf | $17,075 | -2.1% | 110 | 0.0% | 0.00% | 0.0% | |
| DUK | Buy | DUKE ENERGY CORP NEW COM NEWstock | $17,612 | -1.1% | 200 | +0.5% | 0.00% | 0.0% |
| MDT | MEDTRONIC PLC SHSstock | $16,142 | -11.1% | 206 | 0.0% | 0.00% | 0.0% | |
| ACWX | New | ISHARES MSCI ACWI EX U.S. ETFetf | $16,218 | – | 345 | +100.0% | 0.00% | – |
| PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTNstock | $15,657 | +8.7% | 1,022 | 0.0% | 0.00% | +33.3% | |
| New | DIREXION DAILY REGIONAL BANKS BULL 3X SHARESetf | $16,649 | – | 307 | +100.0% | 0.00% | – | |
| EQL | ALPS EQUAL SECTOR WEIGHT ETFetf | $15,750 | -3.9% | 157 | 0.0% | 0.00% | 0.0% | |
| FAN | Buy | FIRST TRUST GLOBAL WIND ENERGY ETFetf | $17,245 | -16.5% | 1,190 | +0.7% | 0.00% | -20.0% |
| KFY | Buy | KORN FERRY COM NEWstock | $14,889 | -3.9% | 314 | +0.3% | 0.00% | 0.0% |
| FSLR | FIRST SOLAR INC COMstock | $17,290 | -15.0% | 107 | 0.0% | 0.00% | -20.0% | |
| DOW | Buy | DOW INC COMstock | $16,039 | -3.0% | 311 | +0.3% | 0.00% | 0.0% |
| DRI | DARDEN RESTAURANTS INC COMstock | $15,325 | -14.3% | 107 | 0.0% | 0.00% | 0.0% | |
| MSI | Buy | MOTOROLA SOLUTIONS INC COM NEWstock | $14,324 | -6.9% | 53 | +1.9% | 0.00% | 0.0% |
| X | UNITED STATES STL CORP NEW COMstock | $17,864 | +29.9% | 550 | 0.0% | 0.00% | +33.3% | |
| ETV | EATON VANCE TAX-MANAGED BUY- W COMcef | $14,963 | -6.3% | 1,250 | 0.0% | 0.00% | 0.0% | |
| EML | EASTERN CO COMstock | $16,988 | +0.3% | 936 | 0.0% | 0.00% | 0.0% | |
| WPP | WPP PLC NEW ADRadr | $14,890 | -14.7% | 334 | 0.0% | 0.00% | 0.0% | |
| BCX | BLACKROCK RES & COMMODITIES ST SHScef | $15,104 | +1.5% | 1,640 | 0.0% | 0.00% | +33.3% | |
| PBW | Buy | INVESCO WILDERHILL CLEAN ENERGY ETFetf | $17,860 | -21.2% | 568 | +0.5% | 0.00% | -20.0% |
| JBHT | HUNT J B TRANS SVCS INC COMstock | $15,459 | +4.1% | 82 | 0.0% | 0.00% | +33.3% | |
| ERTH | Buy | INVESCO MSCI SUSTAINABLE FUTURE ETFetf | $16,241 | -9.3% | 367 | +0.5% | 0.00% | 0.0% |
| DJUL | FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - JULYetf | $10,701 | -2.1% | 315 | 0.0% | 0.00% | 0.0% | |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDetf | $13,538 | -4.7% | 261 | 0.0% | 0.00% | 0.0% | |
| AKRO | AKERO THERAPEUTICS INC COMstock | $10,268 | +8.3% | 203 | 0.0% | 0.00% | +50.0% | |
| CODI | Buy | COMPASS DIVERSIFIED SH BEN INTstock | $10,153 | -12.5% | 541 | +1.1% | 0.00% | 0.0% |
| NEM | Buy | NEWMONT CORP COMstock | $11,975 | -12.6% | 324 | +0.9% | 0.00% | 0.0% |
| SR | Buy | SPIRE INC COMstock | $13,508 | -9.8% | 239 | +1.3% | 0.00% | -25.0% |
| ENB | ENBRIDGE INC COMstock | $10,297 | -9.7% | 307 | 0.0% | 0.00% | 0.0% | |
| VDC | VANGUARD CONSUMER STAPLES ETFetf | $10,951 | -5.4% | 60 | 0.0% | 0.00% | 0.0% | |
| BCE | BCE INC COM NEWstock | $12,071 | -16.2% | 316 | 0.0% | 0.00% | 0.0% | |
| ATVI | Sell | ACTIVISION BLIZZARD INC COMstock | $12,827 | -16.9% | 137 | -25.1% | 0.00% | -25.0% |
| DVN | Sell | DEVON ENERGY CORP NEW COMstock | $10,414 | -30.8% | 218 | -30.1% | 0.00% | -25.0% |
| AMERICA MOVIL SAB DE CV SPON ADS RP CL Badr | $13,578 | -20.0% | 784 | 0.0% | 0.00% | -25.0% | ||
| BJ | BJS WHSL CLUB HLDGS INC COMstock | $13,346 | +13.3% | 187 | 0.0% | 0.00% | 0.0% | |
| BBJP | New | JPMORGAN BETABUILDERS JAPAN ETFetf | $11,404 | – | 227 | +100.0% | 0.00% | – |
| EIX | Buy | EDISON INTL COMstock | $13,401 | -7.9% | 212 | +1.0% | 0.00% | 0.0% |
| ITW | ILLINOIS TOOL WKS INC COMstock | $12,667 | -7.9% | 55 | 0.0% | 0.00% | 0.0% | |
| XLU | Buy | UTILITIES SELECT SECTOR SPDR FUNDetf | $13,799 | -9.2% | 234 | +0.9% | 0.00% | -25.0% |
| ETW | Sell | EATON VANCE TAX-MANAGED GLOBAL COMcef | $13,649 | -27.8% | 1,787 | -22.3% | 0.00% | -25.0% |
| IEX | IDEX CORP COMstock | $10,609 | -3.4% | 51 | 0.0% | 0.00% | 0.0% | |
| New | COHERENT CORP COMstock | $11,848 | – | 363 | +100.0% | 0.00% | – | |
| HPK | Buy | HIGHPEAK ENERGY INC COMstock | $12,882 | +55.4% | 763 | +0.1% | 0.00% | +50.0% |
| MOO | VANECK AGRIBUSINESS ETFetf | $12,356 | -3.7% | 157 | 0.0% | 0.00% | 0.0% | |
| PKG | PACKAGING CORP AMER COMstock | $11,363 | +16.2% | 74 | 0.0% | 0.00% | +50.0% | |
| OGN | Sell | ORGANON & CO COMMON STOCKstock | $12,293 | -17.7% | 708 | -1.4% | 0.00% | 0.0% |
| UNM | Buy | UNUM GROUP COMstock | $10,906 | +3.3% | 222 | +0.5% | 0.00% | +50.0% |
| PGTI | PGT INNOVATIONS INC COMstock | $13,764 | -4.8% | 496 | 0.0% | 0.00% | 0.0% | |
| VTRS | Sell | VIATRIS INC COMstock | $11,960 | -3.8% | 1,213 | -2.6% | 0.00% | 0.0% |
| EWC | ISHARES MSCI CANADA ETFetf | $13,384 | -4.4% | 400 | 0.0% | 0.00% | 0.0% | |
| New | KENVUE INC COMstock | $11,426 | – | 569 | +100.0% | 0.00% | – | |
| ARKQ | ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETFetf | $10,544 | -6.9% | 201 | 0.0% | 0.00% | 0.0% | |
| RHP | RYMAN HOSPITALITY PPTYS INC COMreit | $10,826 | -10.4% | 130 | 0.0% | 0.00% | 0.0% | |
| TAN | INVESCO SOLAR ETFetf | $10,824 | -27.5% | 209 | 0.0% | 0.00% | 0.0% | |
| QQQM | Sell | INVESCO NASDAQ 100 ETFetf | $12,067 | -48.7% | 82 | -47.1% | 0.00% | -50.0% |
| New | CXAPP INC COM CL Astock | $11,007 | – | 6,081 | +100.0% | 0.00% | – | |
| CCI | CROWN CASTLE INC COMreit | $12,332 | -19.2% | 134 | 0.0% | 0.00% | -25.0% | |
| DTM | Buy | DT MIDSTREAM INC COMMON STOCKstock | $13,320 | +8.2% | 252 | +1.6% | 0.00% | 0.0% |
| FEP | Buy | FIRST TRUST EUROPE ALPHADEX FUNDetf | $10,875 | -1.7% | 329 | +2.5% | 0.00% | 0.0% |
| PHILLIPS EDISON & CO INC COMMON STOCKreit | $11,135 | -1.6% | 332 | 0.0% | 0.00% | 0.0% | ||
| QMAR | FT CBOE VEST NASDAQ-100 BUFFER ETF - MARCHetf | $13,769 | +0.2% | 573 | 0.0% | 0.00% | 0.0% | |
| KW | KENNEDY-WILSON HOLDINGS INC COMstock | $11,409 | -9.7% | 774 | 0.0% | 0.00% | 0.0% | |
| TRV | Buy | TRAVELERS COMPANIES INC COMstock | $11,958 | -4.6% | 73 | +1.4% | 0.00% | 0.0% |
| NFJ | Buy | VIRTUS DIVIDEND INTEREST & PR COMcef | $12,983 | -5.2% | 1,146 | +2.1% | 0.00% | 0.0% |
| SYY | SYSCO CORP COMstock | $11,361 | -11.0% | 172 | 0.0% | 0.00% | 0.0% | |
| COF | CAPITAL ONE FINL CORP COMstock | $8,945 | -11.2% | 92 | 0.0% | 0.00% | 0.0% | |
| SDOG | ALPS SECTOR DIVIDEND DOGS ETFetf | $7,290 | -5.9% | 155 | 0.0% | 0.00% | 0.0% | |
| Buy | STRIVE U.S. ENERGY ETFetf | $9,161 | +10.7% | 305 | +1.0% | 0.00% | 0.0% | |
| AMAT | APPLIED MATLS INC COMstock | $8,030 | -4.2% | 58 | 0.0% | 0.00% | 0.0% | |
| AIZ | ASSURANT INC COMstock | $7,799 | +14.3% | 54 | 0.0% | 0.00% | 0.0% | |
| ALV | AUTOLIV INC COMstock | $8,683 | +13.4% | 90 | 0.0% | 0.00% | 0.0% | |
| BYND | Sell | BEYOND MEAT INC COMstock | $8,918 | -26.8% | 927 | -1.3% | 0.00% | -33.3% |
| BXMT | Buy | BLACKSTONE MTG TR INC COM CL Areit | $7,375 | +7.4% | 339 | +2.7% | 0.00% | 0.0% |
| BRKL | Sell | BROOKLINE BANCORP INC DEL COMstock | $6,049 | -61.3% | 664 | -62.9% | 0.00% | -50.0% |
| CHD | CHURCH & DWIGHT CO INC COMstock | $6,414 | -8.6% | 70 | 0.0% | 0.00% | 0.0% | |
| CION INVT CORP COMstock | $9,027 | +1.8% | 854 | 0.0% | 0.00% | 0.0% | ||
| CTVA | Buy | CORTEVA INC COMstock | $7,805 | -10.6% | 153 | +0.7% | 0.00% | 0.0% |
| EPR | EPR PPTYS COM SH BEN INTreit | $9,347 | -11.2% | 225 | 0.0% | 0.00% | 0.0% | |
| EHTH | EHEALTH INC COMstock | $7,400 | -8.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| EMR | EMERSON ELEC CO COMstock | $6,711 | +6.9% | 69 | 0.0% | 0.00% | +100.0% | |
| ESS | Buy | ESSEX PPTY TR INC COMreit | $9,693 | -8.8% | 46 | +2.2% | 0.00% | 0.0% |
| EXLS | Buy | EXLSERVICE HOLDINGS INC COMstock | $9,814 | -7.2% | 350 | +400.0% | 0.00% | 0.0% |
| FAST | New | FASTENAL CO COMstock | $9,726 | – | 178 | +100.0% | 0.00% | – |
| FPF | Buy | FIRST TR INTER DURATN PFD & IN COMcef | $8,966 | -1.9% | 602 | +2.2% | 0.00% | 0.0% |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUNDetf | $7,981 | -2.1% | 50 | 0.0% | 0.00% | 0.0% | |
| QCLN | Buy | FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUNDetf | $8,848 | -13.9% | 208 | +3.5% | 0.00% | 0.0% |
| FMAR | FT CBOE VEST U.S. EQUITY BUFFER ETF - MARCHetf | $7,321 | -1.2% | 208 | 0.0% | 0.00% | 0.0% | |
| DFEB | FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARYetf | $7,875 | -1.5% | 226 | 0.0% | 0.00% | 0.0% | |
| FAAR | Buy | FIRST TRUST ALTERNATIVE ABSOLUTE RETURN STRATEGY ETFetf | $8,621 | +2.7% | 300 | +0.7% | 0.00% | 0.0% |
| FBHS | Buy | FORTUNE BRANDS INNOVATIONS INC COMstock | $7,190 | -13.3% | 116 | +0.9% | 0.00% | 0.0% |
| GAB | GABELLI EQUITY TR INC COMcef | $6,156 | -11.6% | 1,200 | 0.0% | 0.00% | 0.0% | |
| GD | GENERAL DYNAMICS CORP COMstock | $9,512 | +2.7% | 43 | 0.0% | 0.00% | 0.0% | |
| GINKGO BIOWORKS HOLDINGS INC CL A SHSstock | $6,317 | -2.7% | 3,490 | 0.0% | 0.00% | 0.0% | ||
| HPQ | HP INC COMstock | $9,509 | -16.3% | 370 | 0.0% | 0.00% | -33.3% | |
| PSCT | Buy | INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY ETFetf | $7,747 | -10.9% | 177 | +200.0% | 0.00% | 0.0% |
| MBB | Buy | ISHARES MBS ETFetf | $9,146 | +100.1% | 103 | +110.2% | 0.00% | +100.0% |
| AOK | ISHARES CORE CONSERVATIVE ALLOCATION ETFetf | $9,169 | -3.6% | 270 | 0.0% | 0.00% | 0.0% | |
| GOVT | Buy | ISHARES U.S. TREASURY BOND ETFetf | $6,480 | +11.4% | 294 | +15.7% | 0.00% | +100.0% |
| COMT | Buy | ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETFetf | $6,879 | +12.7% | 236 | +0.4% | 0.00% | +100.0% |
| BBEU | New | JPMORGAN BETABUILDERS EUROPE ETFetf | $9,556 | – | 188 | +100.0% | 0.00% | – |
| BBCA | New | JPMORGAN BETABUILDERS CANADA ETFetf | $6,164 | – | 106 | +100.0% | 0.00% | – |
| JNPR | JUNIPER NETWORKS INC COMstock | $8,698 | -11.3% | 313 | 0.0% | 0.00% | 0.0% | |
| Buy | KYNDRYL HLDGS INC COMMON STOCKstock | $6,976 | +26.3% | 462 | +11.1% | 0.00% | +100.0% | |
| LMB | Sell | LIMBACH HLDGS INC COMstock | $9,011 | -35.7% | 284 | -49.9% | 0.00% | -33.3% |
| LAC | LITHIUM AMERS CORP NEW COM NEWstock | $8,675 | -15.8% | 510 | 0.0% | 0.00% | 0.0% | |
| NYCB | Buy | NEW YORK CMNTY BANCORP INC COMstock | $6,650 | +1.7% | 586 | +0.7% | 0.00% | 0.0% |
| NAC | Buy | NUVEEN CA QUALTY MUN INCOME FD COMcef | $8,196 | -10.7% | 849 | +1.0% | 0.00% | 0.0% |
| JFR | Buy | NUVEEN FLOATING RATE INCOME FD COMcef | $9,096 | +7.1% | 1,108 | +3.0% | 0.00% | 0.0% |
| OKE | New | ONEOK INC NEW COMstock | $8,436 | – | 133 | +100.0% | 0.00% | – |
| GHY | Buy | PGIM GLOBAL HIGH YIELD FD FORM COMcef | $6,570 | +1.1% | 609 | +2.7% | 0.00% | 0.0% |
| PTY | PIMCO CORPORATE & INCOME OPPOR COMcef | $9,149 | -6.6% | 700 | 0.0% | 0.00% | 0.0% | |
| PLD | PROLOGIS INC. COMreit | $6,508 | -8.5% | 58 | 0.0% | 0.00% | 0.0% | |
| SPGI | S&P GLOBAL INC COMstock | $8,065 | -8.8% | 22 | 0.0% | 0.00% | 0.0% | |
| TOTL | SPDR DOUBLELINE TOTAL RETURN TACTICAL ETFetf | $7,769 | -4.7% | 201 | 0.0% | 0.00% | 0.0% | |
| SPYD | SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETFetf | $8,768 | -5.4% | 250 | 0.0% | 0.00% | 0.0% | |
| SIRI | Buy | SIRIUS XM HOLDINGS INC COMstock | $9,764 | +0.3% | 2,160 | +0.5% | 0.00% | 0.0% |
| AOS | SMITH A O CORP COMstock | $9,131 | -9.1% | 138 | 0.0% | 0.00% | 0.0% | |
| SMAR | SMARTSHEET INC COM CL Astock | $9,710 | +5.8% | 240 | 0.0% | 0.00% | 0.0% | |
| SNAP | SNAP INC CL Astock | $6,495 | -24.7% | 729 | 0.0% | 0.00% | 0.0% | |
| SNOW | SNOWFLAKE INC CL Astock | $7,333 | -13.2% | 48 | 0.0% | 0.00% | 0.0% | |
| SFIX | STITCH FIX INC COM CL Astock | $6,089 | -10.4% | 1,765 | 0.0% | 0.00% | 0.0% | |
| TAGS | TEUCRIUM AGRICULTURAL FUNDetf | $8,492 | +0.1% | 280 | 0.0% | 0.00% | 0.0% | |
| UAL | UNITED AIRLS HLDGS INC COMstock | $9,518 | -22.9% | 225 | 0.0% | 0.00% | -33.3% | |
| SLX | VANECK STEEL ETFetf | $9,286 | +2.5% | 142 | 0.0% | 0.00% | 0.0% | |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETFetf | $6,580 | -3.9% | 91 | 0.0% | 0.00% | 0.0% | |
| VCIT | Buy | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFetf | $6,382 | +124.3% | 84 | +133.3% | 0.00% | +100.0% |
| VV | VANGUARD LARGE-CAP ETFetf | $6,034 | -3.1% | 31 | 0.0% | 0.00% | +100.0% | |
| VXF | VANGUARD EXTENDED MARKET ETFetf | $8,236 | -3.4% | 57 | 0.0% | 0.00% | 0.0% | |
| ASML | New | ASML HOLDING N V N Y REGISTRY SHSadr | $9,313 | – | 9,313 | +100.0% | 0.00% | – |
| TDC | TERADATA CORP DEL COMstock | $4,997 | -15.7% | 111 | 0.0% | 0.00% | 0.0% | |
| MTCH | MATCH GROUP INC NEW COMstock | $2,076 | -6.4% | 53 | 0.0% | 0.00% | 0.0% | |
| AVUS | AVANTIS U.S. EQUITY ETFetf | $2,344 | -2.6% | 32 | 0.0% | 0.00% | 0.0% | |
| NAD | NUVEEN QUALITY MUNCP INCOME FD COMcef | $3,985 | -10.0% | 393 | 0.0% | 0.00% | 0.0% | |
| HSY | HERSHEY CO COMstock | $5,850 | -19.8% | 29 | 0.0% | 0.00% | -50.0% | |
| FDS | FACTSET RESH SYS INC COMstock | $3,498 | +9.1% | 8 | 0.0% | 0.00% | 0.0% | |
| EWY | ISHARES MSCI SOUTH KOREA ETFetf | $2,240 | -7.0% | 38 | 0.0% | 0.00% | 0.0% | |
| HIG | Buy | HARTFORD FINL SVCS GROUP INC COMstock | $2,593 | -1.3% | 37 | +2.8% | 0.00% | 0.0% |
| TYG | TORTOISE ENERGY INFRA CORP COMcef | $5,404 | -0.5% | 187 | 0.0% | 0.00% | 0.0% | |
| AFL | AFLAC INC COMstock | $2,184 | +10.1% | 28 | 0.0% | 0.00% | – | |
| PLTR | Sell | PALANTIR TECHNOLOGIES INC CL Astock | $2,976 | -21.1% | 186 | -24.4% | 0.00% | 0.0% |
| IAU | ISHARES GOLD TRUSTetf | $5,913 | -3.9% | 169 | 0.0% | 0.00% | 0.0% | |
| KBR | KBR INC COMstock | $5,305 | -9.4% | 90 | 0.0% | 0.00% | 0.0% | |
| SLB | SCHLUMBERGER LTD COM STKstock | $2,825 | +18.8% | 48 | 0.0% | 0.00% | 0.0% | |
| HAL | HALLIBURTON CO COMstock | $4,455 | +22.8% | 110 | 0.0% | 0.00% | 0.0% | |
| TFC | TRUIST FINL CORP COMstock | $5,722 | -5.7% | 200 | 0.0% | 0.00% | 0.0% | |
| ETR | ENTERGY CORP NEW COMstock | $6,013 | -5.0% | 65 | 0.0% | 0.00% | 0.0% | |
| ULTA | ULTA BEAUTY INC COMstock | $5,193 | -15.1% | 13 | 0.0% | 0.00% | 0.0% | |
| SCHX | SCHWAB U.S. LARGE-CAP ETFetf | $5,870 | -3.4% | 116 | 0.0% | 0.00% | 0.0% | |
| NWL | Buy | NEWELL BRANDS INC COMstock | $2,889 | +4.4% | 320 | +0.6% | 0.00% | 0.0% |
| NKLA | Buy | NIKOLA CORP COMstock | $4,710 | +70.7% | 3,000 | +50.0% | 0.00% | 0.0% |
| QS | QUANTUMSCAPE CORP COM CL Astock | $3,894 | -16.3% | 582 | 0.0% | 0.00% | 0.0% | |
| LIACF | AMERICAN LITHIUM CORP COM NEWstock | $2,234 | -28.9% | 1,562 | 0.0% | 0.00% | 0.0% | |
| EGAN | EGAIN CORP COM NEWstock | $3,065 | -18.2% | 500 | 0.0% | 0.00% | 0.0% | |
| UAMY | UNITED STATES ANTIMONY CORP COMstock | $2,635 | +17.2% | 7,143 | 0.0% | 0.00% | 0.0% | |
| GRWG | GROWGENERATION CORP COMstock | $4,599 | -14.1% | 1,575 | 0.0% | 0.00% | 0.0% | |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETFetf | $2,394 | -2.8% | 100 | 0.0% | 0.00% | 0.0% | |
| U | UNITY SOFTWARE INC COMstock | $2,072 | -27.7% | 66 | 0.0% | 0.00% | 0.0% | |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETFetf | $3,225 | -2.1% | 123 | 0.0% | 0.00% | 0.0% | |
| BBAX | New | JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC-EX JAPAN ETFetf | $5,494 | – | 122 | +100.0% | 0.00% | – |
| VFC | V F CORP COMstock | $3,993 | -7.4% | 226 | 0.0% | 0.00% | 0.0% | |
| VALE | VALE S A SPONSORED ADSadr | $2,278 | -0.1% | 170 | 0.0% | 0.00% | 0.0% | |
| New | PEAKSTONE REALTY TRUST COMMON SHARESreit | $5,192 | – | 312 | +100.0% | 0.00% | – | |
| FNDA | SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETFetf | $2,667 | -3.9% | 55 | 0.0% | 0.00% | 0.0% | |
| FNDX | SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETFetf | $4,030 | -2.8% | 72 | 0.0% | 0.00% | 0.0% | |
| NCR | NCR CORP NEW COMstock | $2,643 | +7.0% | 98 | 0.0% | 0.00% | 0.0% | |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETFetf | $2,072 | -4.7% | 61 | 0.0% | 0.00% | 0.0% | |
| PPH | VANECK PHARMACEUTICAL ETFetf | $2,697 | +1.9% | 34 | 0.0% | 0.00% | 0.0% | |
| SCHH | SCHWAB U.S. REIT ETFetf | $3,124 | -9.1% | 176 | 0.0% | 0.00% | 0.0% | |
| GDEN | GOLDEN ENTMT INC COMstock | $2,153 | -18.2% | 63 | 0.0% | 0.00% | 0.0% | |
| SCHP | SCHWAB US TIPS ETFetf | $2,878 | -3.7% | 57 | 0.0% | 0.00% | 0.0% | |
| VIG | VANGUARD DIVIDEND APPRECIATION ETFetf | $4,661 | -4.4% | 30 | 0.0% | 0.00% | 0.0% | |
| RJF | RAYMOND JAMES FINL INC COMstock | $4,127 | -3.2% | 41 | 0.0% | 0.00% | 0.0% | |
| IONQ INC COMstock | $4,464 | +10.0% | 300 | 0.0% | 0.00% | 0.0% | ||
| PRN | INVESCO DORSEY WRIGHT INDUSTRIALS MOMENTUM ETFetf | $4,209 | -3.9% | 42 | 0.0% | 0.00% | 0.0% | |
| PNQI | Buy | INVESCO NASDAQ INTERNET ETFetf | $4,909 | -1.9% | 160 | +400.0% | 0.00% | 0.0% |
| PENN | PENN ENTERTAINMENT INC COMstock | $2,938 | -4.5% | 128 | 0.0% | 0.00% | 0.0% | |
| RYU | Sell | INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETFetf | $4,233 | -85.6% | 84 | -68.3% | 0.00% | -85.7% |
| NCLH | Sell | NORWEGIAN CRUISE LINE HLDG LTD SHSstock | $3,214 | -62.6% | 195 | -50.6% | 0.00% | -50.0% |
| CTSO | CYTOSORBENTS CORP COM NEWstock | $4,177 | -47.6% | 2,222 | 0.0% | 0.00% | -50.0% | |
| IRBO | New | ISHARES ROBOTICS AND ARTIFICIAL INTELLIGENCE MULTISECTOR ETFetf | $4,459 | – | 146 | +100.0% | 0.00% | – |
| IDRV | Buy | ISHARES SELF-DRIVING EV & TECH ETFetf | $4,141 | +118.3% | 111 | +141.3% | 0.00% | – |
| RIVIAN AUTOMOTIVE INC COM CL Astock | $5,876 | +45.7% | 242 | 0.0% | 0.00% | 0.0% | ||
| GPC | GENUINE PARTS CO COMstock | $5,631 | -14.7% | 39 | 0.0% | 0.00% | -50.0% | |
| KEYS | KEYSIGHT TECHNOLOGIES INC COMstock | $3,308 | -21.0% | 25 | 0.0% | 0.00% | 0.0% | |
| IT | GARTNER INC COMstock | $3,436 | -1.9% | 10 | 0.0% | 0.00% | 0.0% | |
| RDFI | COLLABORATIVE INVESTMENT SERIES TRUST RAREVIEW DYNAMIC FIXED INCOME FUNDetf | $3,991 | -6.1% | 189 | 0.0% | 0.00% | 0.0% | |
| GOOSE HOLLOW TACTICAL ALLOCATION ETFetf | $4,171 | -1.8% | 165 | 0.0% | 0.00% | 0.0% | ||
| RAREVIEW SYSTEMATIC EQUITY ETFetf | $2,699 | -6.8% | 109 | 0.0% | 0.00% | 0.0% | ||
| IHAK | Sell | ISHARES CYBERSECURITY & TECH ETFetf | $4,813 | -17.5% | 125 | -18.8% | 0.00% | 0.0% |
| GLO | CLOUGH GLOBAL OPPORTUNITIES FD SH BEN INTcef | $2,051 | -11.6% | 463 | 0.0% | 0.00% | 0.0% | |
| VAW | VANGUARD MATERIALS ETFetf | $4,673 | -4.7% | 27 | 0.0% | 0.00% | 0.0% | |
| CEM | Buy | CLEARBRIDGE MLP AND MIDSTRM FD COMcef | $6,029 | +3.7% | 171 | +1.8% | 0.00% | 0.0% |
| SVC | SERVICE PPTYS TR COM SH BEN INTreit | $2,307 | -11.5% | 300 | 0.0% | 0.00% | 0.0% | |
| NGG | Buy | NATIONAL GRID PLC SPONSORED ADR NEadr | $2,078 | -6.7% | 34 | +3.0% | 0.00% | 0.0% |
| OHI | Buy | OMEGA HEALTHCARE INVS INC COMreit | $2,505 | +10.4% | 76 | +2.7% | 0.00% | 0.0% |
| ANTM | ELEVANCE HEALTH INC COMstock | $4,837 | -1.9% | 11 | 0.0% | 0.00% | 0.0% | |
| VECO | VEECO INSTRS INC DEL COMstock | $2,811 | +9.5% | 100 | 0.0% | 0.00% | 0.0% | |
| VTR | Sell | VENTAS INC COMreit | $4,501 | -13.3% | 107 | -2.7% | 0.00% | 0.0% |
| RFV | INVESCO S&P MIDCAP 400 PURE VALUE ETFetf | $3,267 | -4.4% | 33 | 0.0% | 0.00% | 0.0% | |
| GPS | Buy | GAP INC COMstock | $4,365 | +19.4% | 411 | +0.2% | 0.00% | 0.0% |
| SIFY | SIFY TECHNOLOGIES LTD SPONSORED ADSadr | $2,525 | -2.7% | 1,380 | 0.0% | 0.00% | 0.0% | |
| VMO | INVESCO MUN OPPORTUNITY TR COMcef | $2,090 | -13.0% | 254 | 0.0% | 0.00% | 0.0% | |
| IHE | ISHARES U.S. PHARMACEUTICALS ETFetf | $4,955 | -1.2% | 28 | 0.0% | 0.00% | 0.0% | |
| MANH | MANHATTAN ASSOCIATES INC COMstock | $5,930 | -1.1% | 30 | 0.0% | 0.00% | 0.0% | |
| CCL | CARNIVAL CORP COMMON STOCKstock | $5,488 | -27.1% | 400 | 0.0% | 0.00% | -50.0% | |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETFetf | $2,037 | -1.8% | 18 | 0.0% | 0.00% | – | |
| APA | APA CORPORATION COMstock | $3,288 | +20.3% | 80 | 0.0% | 0.00% | 0.0% | |
| AMCR | AMCOR PLC ORDstock | $4,223 | -8.2% | 461 | 0.0% | 0.00% | 0.0% | |
| GSL | GLOBAL SHIP LEASE INC NEW COM CL Astock | $5,502 | -5.5% | 300 | 0.0% | 0.00% | 0.0% | |
| CSQ | Buy | CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INTcef | $4,270 | -2.6% | 303 | +2.0% | 0.00% | 0.0% |
| CZR | CAESARS ENTERTAINMENT INC NEW COMstock | $2,596 | -9.0% | 56 | 0.0% | 0.00% | 0.0% | |
| MSOS | ADVISORSHARES PURE US CANNABIS ETFetf | $4,550 | +43.4% | 573 | 0.0% | 0.00% | 0.0% | |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETFetf | $4,292 | -4.2% | 76 | 0.0% | 0.00% | 0.0% | |
| ESTC | ELASTIC N V ORD SHSstock | $2,031 | +26.7% | 25 | 0.0% | 0.00% | – | |
| A | AGILENT TECHNOLOGIES INC COMstock | $5,703 | -7.0% | 51 | 0.0% | 0.00% | 0.0% | |
| VRSK | VERISK ANALYTICS INC COMstock | $3,544 | +4.5% | 15 | 0.0% | 0.00% | 0.0% | |
| BEN | FRANKLIN RESOURCES INC COMstock | $2,346 | -7.9% | 95 | 0.0% | 0.00% | 0.0% | |
| SEDG | SOLAREDGE TECHNOLOGIES INC COMstock | $3,238 | -51.9% | 25 | 0.0% | 0.00% | -50.0% | |
| OTIS | OTIS WORLDWIDE CORP COMstock | $3,212 | -9.8% | 40 | 0.0% | 0.00% | 0.0% | |
| VIAC | Sell | PARAMOUNT GLOBAL CLASS B COMstock | $5,668 | -41.5% | 439 | -27.9% | 0.00% | -50.0% |
| SONY | SONY GROUP CORP SPONSORED ADRadr | $3,132 | -8.5% | 38 | 0.0% | 0.00% | 0.0% | |
| SSB | SOUTHSTATE CORPORATION COMstock | $5,524 | +2.4% | 82 | 0.0% | 0.00% | 0.0% | |
| VC | VISTEON CORP COM NEWstock | $5,247 | -3.8% | 38 | 0.0% | 0.00% | 0.0% | |
| BR | BROADRIDGE FINL SOLUTIONS INC COMstock | $2,328 | +8.1% | 13 | 0.0% | 0.00% | 0.0% | |
| BHF | BRIGHTHOUSE FINL INC COMstock | $2,398 | +3.4% | 49 | 0.0% | 0.00% | 0.0% | |
| BOX | BOX INC CL Astock | $4,842 | -17.6% | 200 | 0.0% | 0.00% | 0.0% | |
| LUCID GROUP INC COMstock | $3,399 | -18.9% | 608 | 0.0% | 0.00% | 0.0% | ||
| VMC | VULCAN MATLS CO COMstock | $5,130 | -10.2% | 25 | 0.0% | 0.00% | 0.0% | |
| BXP | Buy | BOSTON PROPERTIES INC COMreit | $4,923 | +484.0% | 83 | +453.3% | 0.00% | – |
| MQY | BLACKROCK MUNIYILD QULT FD INC COMcef | $3,059 | -11.6% | 299 | 0.0% | 0.00% | 0.0% | |
| BNY | Buy | BLACKROCK N Y MUN INCOME TRUST SH BEN INTcef | $2,634 | -11.2% | 289 | +0.7% | 0.00% | 0.0% |
| WAB | WABTEC COMstock | $5,847 | -3.1% | 55 | 0.0% | 0.00% | 0.0% | |
| COWZ | PACER US CASH COWS 100 ETFetf | $2,966 | +3.3% | 60 | 0.0% | 0.00% | 0.0% | |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC COMstock | $3,576 | -21.8% | 161 | +0.6% | 0.00% | 0.0% |
| BNTX | BIONTECH SE SPONSORED ADSadr | $4,454 | +0.7% | 41 | 0.0% | 0.00% | 0.0% | |
| BIIB | BIOGEN INC COMstock | $4,112 | -9.8% | 16 | 0.0% | 0.00% | 0.0% | |
| SQ | Sell | BLOCK INC CL Astock | $4,116 | -98.5% | 93 | -97.7% | 0.00% | -98.4% |
| MMU | WESTERN ASSET MANAGED MUNS FD COMcef | $2,688 | -10.1% | 301 | 0.0% | 0.00% | 0.0% | |
| SBI | WESTERN ASSET INTER MUNI FD IN COMcef | $3,458 | -6.0% | 483 | 0.0% | 0.00% | 0.0% | |
| INDB | Buy | INDEPENDENT BK CORP MASS COMstock | $5,650 | +11.6% | 115 | +0.9% | 0.00% | 0.0% |
| PFG | PRINCIPAL FINANCIAL GROUP INC COMstock | $2,528 | -4.9% | 35 | 0.0% | 0.00% | 0.0% | |
| WY | New | WEYERHAEUSER CO MTN BE COM NEWreit | $5,948 | – | 194 | +100.0% | 0.00% | – |
| BDX | BECTON DICKINSON & CO COMstock | $5,883 | -1.9% | 23 | 0.0% | 0.00% | 0.0% | |
| SPSB | SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFetf | $5,424 | -0.4% | 185 | 0.0% | 0.00% | 0.0% | |
| ALK | ALASKA AIR GROUP INC COMstock | $3,708 | -30.3% | 100 | 0.0% | 0.00% | 0.0% | |
| BKU | Buy | BANKUNITED INC COMstock | $2,450 | +6.3% | 108 | +0.9% | 0.00% | 0.0% |
| WOPEY | WOODSIDE ENERGY GROUP LTD SPONSORED ADRadr | $3,354 | +0.4% | 144 | 0.0% | 0.00% | 0.0% | |
| IYY | ISHARES DOW JONES U.S. ETFetf | $3,970 | -3.6% | 38 | 0.0% | 0.00% | 0.0% | |
| IGE | ISHARES NORTH AMERICAN NATURAL RESOURCES ETFetf | $2,561 | +7.1% | 62 | 0.0% | 0.00% | 0.0% | |
| TAP | MOLSON COORS BEVERAGE CO CL Bstock | $4,387 | -2.8% | 69 | 0.0% | 0.00% | 0.0% | |
| DJAN | FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - JANUARYetf | $5,800 | -0.9% | 179 | 0.0% | 0.00% | 0.0% | |
| TMUS | T-MOBILE US INC COMstock | $2,941 | +0.8% | 21 | 0.0% | 0.00% | 0.0% | |
| FEN | FIRST TR ENERGY INCOME & GROWT COMcef | $2,929 | -5.6% | 223 | 0.0% | 0.00% | 0.0% | |
| TPR | Buy | TAPESTRY INC COMstock | $5,886 | -32.0% | 205 | +1.5% | 0.00% | -50.0% |
| ADSK | AUTODESK INC COMstock | $2,483 | +1.1% | 12 | 0.0% | 0.00% | 0.0% | |
| HUM | HUMANA INC COMstock | $3,907 | +8.9% | 8 | 0.0% | 0.00% | 0.0% | |
| ZBH | ZIMMER BIOMET HOLDINGS INC COMstock | $5,162 | -22.9% | 46 | 0.0% | 0.00% | -50.0% | |
| TRP | New | TC ENERGY CORP COMstock | $4,783 | – | 139 | +100.0% | 0.00% | – |
| FXP | PROSHARES ULTRASHORT FTSE CHINA 50etf | $2,197 | +1.8% | 63 | 0.0% | 0.00% | 0.0% | |
| GIM | TEMPLETON GLOBAL INCOME FD COMcef | $2,509 | -6.8% | 650 | 0.0% | 0.00% | 0.0% | |
| MJ | Buy | ETFMG ALTERNATIVE HARVEST ETFMG ALTERNATIVE HARVESTetf | $949 | +23.1% | 260 | +0.8% | 0.00% | – |
| CNCR | RANGE CANCER THERAPEUTICS ETFetf | $1,644 | -15.2% | 150 | 0.0% | 0.00% | – | |
| UONE | URBAN ONE INC CL Astock | $748 | -16.2% | 149 | 0.0% | 0.00% | – | |
| QTUM | Buy | DEFIANCE QUANTUM ETFetf | $1,200 | +372.4% | 25 | +400.0% | 0.00% | – |
| DOV | DOVER CORP COMstock | $144 | -5.3% | 1 | 0.0% | 0.00% | – | |
| JNK | Exit | SPDR BLOOMBERG HIGH YIELD BOND ETFetf | $0 | – | -18 | -100.0% | 0.00% | – |
| DG | DOLLAR GEN CORP NEW COMstock | $1,060 | -37.6% | 10 | 0.0% | 0.00% | – | |
| DISH | DISH NETWORK CORPORATION CL Astock | $1,225 | -11.0% | 209 | 0.0% | 0.00% | – | |
| DRH | DIAMONDROCK HOSPITALITY CO COMreit | $1,654 | +0.2% | 206 | 0.0% | 0.00% | – | |
| EMLC | Sell | VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETFetf | $454 | -92.7% | 19 | -92.1% | 0.00% | -100.0% |
| BUZZ | VANECK SOCIAL SENTIMENT ETFetf | $493 | -6.1% | 32 | 0.0% | 0.00% | – | |
| DXCM | DEXCOM INC COMstock | $373 | -27.4% | 4 | 0.0% | 0.00% | – | |
| DXC | DXC TECHNOLOGY CO COMstock | $42 | -20.8% | 2 | 0.0% | 0.00% | – | |
| HAUZ | DBX ETF TRUST - XTRACKERS INTERNATIONAL REAL ESTATE ETFetf | $663 | -3.1% | 34 | 0.0% | 0.00% | – | |
| IVOV | VANGUARD S&P MID-CAP 400 VALUE ETFetf | $623 | -5.5% | 8 | 0.0% | 0.00% | – | |
| IVOG | VANGUARD S&P MID-CAP 400 GROWTH ETFetf | $1,084 | -3.4% | 12 | 0.0% | 0.00% | – | |
| BLV | VANGUARD LONG-TERM BOND ETFetf | $188 | -9.6% | 3 | 0.0% | 0.00% | – | |
| CLXPF | New | CYBIN INC COMstock | $27 | – | 50 | +100.0% | 0.00% | – |
| CRWD | CROWDSTRIKE HLDGS INC CL Astock | $2,009 | +14.0% | 12 | 0.0% | 0.00% | – | |
| CRON | CRONOS GROUP INC COMstock | $1,034 | +1.6% | 517 | 0.0% | 0.00% | – | |
| CRSR | CORSAIR GAMING INC COMstock | $145 | -18.1% | 10 | 0.0% | 0.00% | – | |
| CPRT | Buy | COPART INC COMstock | $172 | -5.5% | 4 | +100.0% | 0.00% | – |
| CRK | COMSTOCK RES INC COMstock | $115 | -4.2% | 10 | 0.0% | 0.00% | – | |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL Astock | $350 | +4.2% | 5 | 0.0% | 0.00% | – | |
| VOX | New | VANGUARD COMMUNICATION SERVICES ETFetf | $1,262 | – | 12 | +100.0% | 0.00% | – |
| CFG | CITIZENS FINL GROUP INC COMstock | $29 | +3.6% | 1 | 0.0% | 0.00% | – | |
| CHWY | CHEWY INC CL Astock | $1,826 | -53.7% | 100 | 0.0% | 0.00% | -100.0% | |
| LNG | CHENIERE ENERGY INC COM NEWstock | $339 | +9.4% | 2 | 0.0% | 0.00% | – | |
| CC | CHEMOURS CO COMstock | $306 | -23.5% | 11 | 0.0% | 0.00% | – | |
| CHPT | CHARGEPOINT HOLDINGS INC COM CL Astock | $994 | -43.5% | 200 | 0.0% | 0.00% | – | |
| CNP | CENTERPOINT ENERGY INC COMstock | $403 | -7.8% | 15 | 0.0% | 0.00% | – | |
| CNC | CENTENE CORP DEL COMstock | $69 | +3.0% | 1 | 0.0% | 0.00% | – | |
| SAVA | CASSAVA SCIENCES INC COMstock | $1,298 | -32.1% | 78 | 0.0% | 0.00% | – | |
| KMX | CARMAX INC COMstock | $71 | -15.5% | 1 | 0.0% | 0.00% | – | |
| CGC | Sell | CANOPY GROWTH CORP COMstock | $533 | +86.4% | 681 | -7.6% | 0.00% | – |
| CDNS | CADENCE DESIGN SYSTEM INC COMstock | $1,172 | -0.1% | 5 | 0.0% | 0.00% | – | |
| CME | CME GROUP INC COMstock | $1,029 | +8.4% | 5 | 0.0% | 0.00% | – | |
| CHRW | C H ROBINSON WORLDWIDE INC COM NEWstock | $90 | -8.2% | 1 | 0.0% | 0.00% | – | |
| VRTV | VERITIV CORP COMstock | $169 | +34.1% | 1 | 0.0% | 0.00% | – | |
| CDW | CDW CORP COMstock | $620 | +10.3% | 3 | 0.0% | 0.00% | – | |
| IGR | Sell | CBRE GBL REAL ESTATE INC FD COMcef | $608 | -55.5% | 135 | -48.3% | 0.00% | – |
| VIAV | VIAVI SOLUTIONS INC COMstock | $183 | -19.4% | 20 | 0.0% | 0.00% | – | |
| BUZZFEED INC CLASS A COMstock | $382 | -24.4% | 1,000 | 0.0% | 0.00% | – | ||
| BIPC | BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS Astock | $1,166 | -22.5% | 33 | 0.0% | 0.00% | – | |
| BSX | BOSTON SCIENTIFIC CORP COMstock | $845 | -2.3% | 16 | 0.0% | 0.00% | – | |
| BB | BLACKBERRY LTD COMstock | $829 | -14.8% | 176 | 0.0% | 0.00% | – | |
| WRB | BERKLEY W R CORP COMstock | $64 | +6.7% | 1 | 0.0% | 0.00% | – | |
| WU | WESTERN UN CO COMstock | $75 | +15.4% | 6 | 0.0% | 0.00% | – | |
| WRK | WESTROCK CO COMstock | $1,241 | +23.4% | 35 | 0.0% | 0.00% | – | |
| GOLD | BARRICK GOLD CORP COMstock | $1,164 | -14.0% | 80 | 0.0% | 0.00% | – | |
| DJP | IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETNetf | $1,446 | +5.1% | 45 | 0.0% | 0.00% | – | |
| BNS | BANK NOVA SCOTIA HALIFAX COMstock | $1,140 | -8.9% | 25 | 0.0% | 0.00% | – | |
| WYNN | WYNN RESORTS LTD COMstock | $277 | -12.6% | 3 | 0.0% | 0.00% | – | |
| BLL | BALL CORP COMstock | $51 | -15.0% | 1 | 0.0% | 0.00% | – | |
| BKR | BAKER HUGHES COMPANY CL Astock | $909 | +12.1% | 26 | 0.0% | 0.00% | – | |
| XYL | XYLEM INC COMstock | $553 | -19.0% | 6 | 0.0% | 0.00% | – | |
| XERIS BIOPHARMA HOLDINGS INC COMstock | $219 | -29.1% | 118 | 0.0% | 0.00% | – | ||
| AVB | AVALONBAY CMNTYS INC COMreit | $515 | -9.3% | 3 | 0.0% | 0.00% | – | |
| ZIMVIE INC COMstock | $38 | -15.6% | 4 | 0.0% | 0.00% | – | ||
| ZTS | ZOETIS INC CL Astock | $177 | +1.1% | 1 | 0.0% | 0.00% | – | |
| ZM | ZOOM VIDEO COMMUNICATIONS INC CL Astock | $979 | +3.1% | 14 | 0.0% | 0.00% | – | |
| ZOM | ZOMEDICA CORP COMstock | $181 | -16.6% | 1,084 | 0.0% | 0.00% | – | |
| MGM | Buy | MGM RESORTS INTERNATIONAL COMstock | $7 | -12.5% | 0 | +100.0% | 0.00% | – |
| NHF | Buy | NEXPOINT DIVERSIFIED REL ET TR COM NEWreit | $371 | -28.4% | 43 | +4.9% | 0.00% | – |
| NXRT | Sell | NEXPOINT RESIDENTIAL TR INC COMreit | $1,242 | -64.3% | 39 | -48.7% | 0.00% | -100.0% |
| MMT | MFS MULTIMARKET INCOME TR SH BEN INTcef | $1,704 | -5.5% | 400 | 0.0% | 0.00% | – | |
| NI | Buy | NISOURCE INC COMstock | $1,128 | -8.9% | 46 | +2.2% | 0.00% | – |
| NOK | NOKIA CORP SPONSORED ADRadr | $15 | -11.8% | 4 | 0.0% | 0.00% | – | |
| LITE | LUMENTUM HLDGS INC COMstock | $136 | -20.0% | 3 | 0.0% | 0.00% | – | |
| NTRS | NORTHERN TR CORP COMstock | $295 | -5.4% | 4 | 0.0% | 0.00% | – | |
| LUMN | Buy | LUMEN TECHNOLOGIES INC COMstock | $1,893 | +57.1% | 1,333 | +150.1% | 0.00% | – |
| NG | NOVAGOLD RES INC COM NEWstock | $538 | -3.8% | 140 | 0.0% | 0.00% | – | |
| NOVN | NOVAN INC COM NEWstock | $7 | -94.0% | 269 | 0.0% | 0.00% | – | |
| L | LOEWS CORP COMstock | $760 | +6.6% | 12 | 0.0% | 0.00% | – | |
| BETZ | ROUNDHILL SPORTS BETTING & IGAMING ETFetf | $1,293 | -9.4% | 82 | 0.0% | 0.00% | – | |
| LNC | LINCOLN NATL CORP IND COMstock | $572 | -4.0% | 23 | 0.0% | 0.00% | – | |
| LEN | LENNAR CORP CL Astock | $228 | -10.2% | 2 | 0.0% | 0.00% | – | |
| LE | LANDS END INC NEW COMstock | $7 | -12.5% | 1 | 0.0% | 0.00% | – | |
| LH | LABORATORY CORP AMER HLDGS COM NEWstock | $406 | -16.6% | 2 | 0.0% | 0.00% | – | |
| LI-CYCLE HOLDINGS CORP COMMON SHARESstock | $355 | -36.0% | 100 | 0.0% | 0.00% | – | ||
| ORLY | OREILLY AUTOMOTIVE INC COMstock | $909 | -4.8% | 1 | 0.0% | 0.00% | – | |
| OTLY | OATLY GROUP AB SPONSORED ADSadr | $154 | -56.4% | 172 | 0.0% | 0.00% | – | |
| OBELF | OBSIDIAN ENERGY LTD COMstock | $748 | +40.9% | 91 | 0.0% | 0.00% | – | |
| KR | KROGER CO COMstock | $233 | -4.1% | 5 | 0.0% | 0.00% | – | |
| OXYWS | OCCIDENTAL PETE CORP WT EXP 080327stock | $1,341 | +15.9% | 31 | 0.0% | 0.00% | – | |
| KARS | KRANESHARES ELECTRIC VEHICLES & FUTURE MOBILITY INDEX ETFetf | $279 | -11.7% | 10 | 0.0% | 0.00% | – | |
| KHC | KRAFT HEINZ CO COMstock | $1,889 | -4.8% | 56 | 0.0% | 0.00% | – | |
| MCHI | Exit | ISHARES MSCI CHINA ETFetf | $0 | – | -33 | -100.0% | 0.00% | – |
| OPEN | OPENDOOR TECHNOLOGIES INC COMstock | $55 | -34.5% | 21 | 0.0% | 0.00% | – | |
| KIM | KIMCO RLTY CORP COMreit | $250 | -9.7% | 14 | 0.0% | 0.00% | – | |
| ORION OFFICE REIT INC COMreit | $130 | -21.2% | 25 | 0.0% | 0.00% | – | ||
| KEY | Buy | KEYCORP COMstock | $254 | +18.7% | 24 | +4.3% | 0.00% | – |
| OTLK | New | OUTLOOK THERAPEUTICS INC COM NEWstock | $774 | – | 3,500 | +100.0% | 0.00% | – |
| OSTK | OVERSTOCK COM INC DEL COMstock | $918 | -51.4% | 58 | 0.0% | 0.00% | – | |
| KMF | KAYNE ANDERSON NEXTGEN ENRGY COMcef | $933 | +0.3% | 131 | 0.0% | 0.00% | – | |
| PJT | PJT PARTNERS INC COM CL Astock | $1,112 | +14.1% | 14 | 0.0% | 0.00% | – | |
| KYN | Buy | KAYNE ANDERSON ENERGY INFRSTR COMcef | $547 | +6.0% | 65 | +3.2% | 0.00% | – |
| PNM | PNM RES INC COMstock | $1,115 | -1.2% | 25 | 0.0% | 0.00% | – | |
| PPG | PPG INDS INC COMstock | $389 | -12.6% | 3 | 0.0% | 0.00% | – | |
| PTC | PTC INC COMstock | $1,417 | -0.4% | 10 | 0.0% | 0.00% | – | |
| PCAR | PACCAR INC COMstock | $348 | +1.8% | 4 | 0.0% | 0.00% | – | |
| KLAC | KLA CORP COM NEWstock | $470 | -5.2% | 1 | 0.0% | 0.00% | – | |
| JBLU | JETBLUE AWYS CORP COMstock | $1,150 | -48.1% | 250 | 0.0% | 0.00% | -100.0% | |
| JACOBS SOLUTIONS INC COMstock | $415 | +15.0% | 3 | 0.0% | 0.00% | – | ||
| PEB | PEBBLEBROOK HOTEL TR COMreit | $55 | -1.8% | 4 | 0.0% | 0.00% | – | |
| PKI | REVVITY INC COMstock | $111 | -6.7% | 1 | 0.0% | 0.00% | – | |
| IUSB | Buy | ISHARES CORE TOTAL USD BOND MARKET ETFetf | $1,778 | -3.0% | 41 | +2.5% | 0.00% | – |
| GSG | ISHARES S&P GSCI COMMODITY INDEXED TRUSTetf | $900 | +15.4% | 40 | 0.0% | 0.00% | – | |
| POLESTAR AUTOMOTIVE HLDG UK ADS C-1adr | $38 | -44.9% | 100 | 0.0% | 0.00% | – | ||
| POLESTAR AUTOMOTIVE HLDG UK ADS Aadr | $106 | -30.7% | 40 | 0.0% | 0.00% | – | ||
| IGOV | Buy | ISHARES INTERNATIONAL TREASURY BOND ETFetf | $149 | +25.2% | 4 | +33.3% | 0.00% | – |
| PROSHARES ULTRAPRO SHORT QQQetf | $21 | +10.5% | 1 | 0.0% | 0.00% | – | ||
| EWZ | ISHARES MSCI BRAZIL ETFetf | $1,216 | -5.4% | 40 | 0.0% | 0.00% | – | |
| PSA | PUBLIC STORAGE COMreit | $1,318 | -9.7% | 5 | 0.0% | 0.00% | – | |
| IQV | IQVIA HLDGS INC COMstock | $197 | -12.4% | 1 | 0.0% | 0.00% | – | |
| PWR | QUANTA SVCS INC COMstock | $188 | -4.6% | 1 | 0.0% | 0.00% | – | |
| RMR | RMR GROUP INC CL Astock | $98 | +5.4% | 4 | 0.0% | 0.00% | – | |
| RL | RALPH LAUREN CORP CL Astock | $1,643 | -5.7% | 14 | 0.0% | 0.00% | – | |
| REG | REGENCY CTRS CORP COMreit | $129 | -2.3% | 2 | 0.0% | 0.00% | – | |
| REZI | RESIDEO TECHNOLOGIES INC COMstock | $253 | -10.6% | 16 | 0.0% | 0.00% | – | |
| REI | RING ENERGY INC COMstock | $16 | +14.3% | 8 | 0.0% | 0.00% | – | |
| RHI | ROBERT HALF INC. COMstock | $453 | -2.2% | 6 | 0.0% | 0.00% | – | |
| ROK | ROCKWELL AUTOMATION INC COMstock | $582 | -13.0% | 2 | 0.0% | 0.00% | – | |
| ROL | ROLLINS INC COMstock | $230 | -12.5% | 6 | 0.0% | 0.00% | – | |
| ROP | ROPER TECHNOLOGIES INC COMstock | $484 | +0.6% | 1 | 0.0% | 0.00% | – | |
| INVESCO MORTGAGE CAPITAL INC COMreit | $1,001 | -12.7% | 100 | 0.0% | 0.00% | – | ||
| MARA | Exit | MARATHON DIGITAL HOLDINGS INC COMstock | $0 | – | -100 | -100.0% | 0.00% | – |
| SBAC | SBA COMMUNICATIONS CORP NEW CL Areit | $1,021 | -13.3% | 5 | 0.0% | 0.00% | – | |
| ISRG | INTUITIVE SURGICAL INC COM NEWstock | $877 | -14.5% | 3 | 0.0% | 0.00% | – | |
| IP | INTERNATIONAL PAPER CO COMstock | $35 | +9.4% | 1 | 0.0% | 0.00% | – | |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COMstock | $696 | -14.1% | 10 | 0.0% | 0.00% | – | |
| IR | INGERSOLL RAND INC COMstock | $256 | -2.3% | 4 | 0.0% | 0.00% | – | |
| EBND | SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETFetf | $377 | -6.2% | 19 | 0.0% | 0.00% | – | |
| IMGN | IMMUNOGEN INC COMstock | $1,063 | -15.9% | 67 | 0.0% | 0.00% | – | |
| IBIO INC COMstock | $82 | -50.3% | 271 | 0.0% | 0.00% | – | ||
| IAC | IAC INC COM NEWstock | $1,260 | -19.7% | 25 | 0.0% | 0.00% | – | |
| HOLX | HOLOGIC INC COMstock | $347 | -14.3% | 5 | 0.0% | 0.00% | – | |
| HLT | HILTON WORLDWIDE HLDGS INC COMstock | $1,201 | +3.2% | 8 | 0.0% | 0.00% | – | |
| HL | HECLA MNG CO COMstock | $403 | -24.1% | 103 | 0.0% | 0.00% | – | |
| HOG | HARLEY DAVIDSON INC COMstock | $1,653 | -6.1% | 50 | 0.0% | 0.00% | – | |
| HBI | HANESBRANDS INC COMstock | $681 | -12.8% | 172 | 0.0% | 0.00% | – | |
| HSIC | HENRY SCHEIN INC COMstock | $371 | -8.6% | 5 | 0.0% | 0.00% | – | |
| HCA | HCA HEALTHCARE INC COMstock | $251 | -18.8% | 1 | 0.0% | 0.00% | – | |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $102 | -3.8% | 2 | 0.0% | 0.00% | – | |
| TV | New | GRUPO TELEVISA S A B SPON ADR REP ORDadr | $162 | – | 53 | +100.0% | 0.00% | – |
| FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETFetf | $1,993 | -3.2% | 62 | 0.0% | 0.00% | – | |
| GRBK | GREEN BRICK PARTNERS INC COMstock | $1,536 | -26.9% | 37 | 0.0% | 0.00% | – | |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETFetf | $1,129 | -4.5% | 35 | 0.0% | 0.00% | – | |
| New | SCILEX HOLDING CO COMstock | $286 | – | 204 | +100.0% | 0.00% | – | |
| SEE | SEALED AIR CORP NEW COMstock | $66 | -17.5% | 2 | 0.0% | 0.00% | – | |
| GL | GLOBE LIFE INC COMstock | $219 | -0.9% | 2 | 0.0% | 0.00% | – | |
| LIT | Sell | GLOBAL X LITHIUM & BATTERY TECH ETFetf | $283 | -56.9% | 5 | -50.0% | 0.00% | – |
| PAVE | Sell | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETFetf | $304 | -75.8% | 10 | -75.0% | 0.00% | – |
| GLOBAL X AGTECH & FOOD INNOVATION ETFetf | $240 | -12.1% | 22 | 0.0% | 0.00% | – | ||
| LAND | GLADSTONE LD CORP COMreit | $71 | -12.3% | 5 | 0.0% | 0.00% | – | |
| XLI | New | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $710 | – | 7 | +100.0% | 0.00% | – |
| GNRC | GENERAC HLDGS INC COMstock | $109 | -26.8% | 1 | 0.0% | 0.00% | – | |
| GTX | GARRETT MOTION INC COMstock | $79 | +3.9% | 10 | 0.0% | 0.00% | – | |
| NOW | SERVICENOW INC COMstock | $559 | -0.5% | 1 | 0.0% | 0.00% | – | |
| SHW | SHERWIN WILLIAMS CO COMstock | $260 | -3.7% | 1 | 0.0% | 0.00% | – | |
| SHIFT TECHNOLOGIES INC CL A NEWstock | $13 | -23.5% | 8 | 0.0% | 0.00% | – | ||
| SPG | SIMON PPTY GROUP INC NEW COMreit | $108 | -6.1% | 1 | 0.0% | 0.00% | – | |
| PCH | Exit | POTLATCHDELTIC CORPORATION COMreit | $0 | – | 0 | +100.0% | 0.00% | – |
| GRX | GABELLI HLTHCARE & WELLNESS TR SHScef | $515 | -13.9% | 60 | 0.0% | 0.00% | – | |
| GUT | GABELLI UTIL TR COMcef | $636 | -21.9% | 120 | 0.0% | 0.00% | – | |
| SJM | SMUCKER J M CO COM NEWstock | $130 | -16.1% | 1 | 0.0% | 0.00% | – | |
| FOX | Buy | FOX CORP CL B COMstock | $480 | -8.7% | 17 | +6.2% | 0.00% | – |
| FOXA | FOX CORP CL A COMstock | $1,280 | -8.2% | 41 | 0.0% | 0.00% | – | |
| New | FORTREA HLDGS INC COMMON STOCKstock | $57 | – | 2 | +100.0% | 0.00% | – | |
| FTV | FORTIVE CORP COMstock | $894 | -0.7% | 12 | 0.0% | 0.00% | – | |
| FSR | FISKER INC CL A COM STKstock | $321 | +13.8% | 50 | 0.0% | 0.00% | – | |
| STT | STATE STR CORP COMstock | $741 | -8.4% | 11 | 0.0% | 0.00% | – | |
| FE | FIRSTENERGY CORP COMstock | $638 | -11.6% | 19 | 0.0% | 0.00% | – | |
| SNPS | SYNOPSYS INC COMstock | $918 | +5.4% | 2 | 0.0% | 0.00% | – | |
| SYF | SYNCHRONY FINANCIAL COMstock | $784 | -9.6% | 26 | 0.0% | 0.00% | – | |
| FRC | FIRST REP BK SAN FRANCISCO CAL COMstock | $0 | -100.0% | 1 | 0.0% | 0.00% | – | |
| FITB | FIFTH THIRD BANCORP COMstock | $937 | -3.4% | 37 | 0.0% | 0.00% | – | |
| FIS | FIDELITY NATL INFORMATION SVCS COMstock | $231 | +1.8% | 4 | 0.0% | 0.00% | – | |
| FREL | Buy | FIDELITY MSCI REAL ESTATE INDEX ETFetf | $683 | +0.9% | 30 | +11.1% | 0.00% | – |
| New | FARADAY FUTRE INTLGT ELCTR INC COM CL A NEWstock | $17 | – | 13 | +100.0% | 0.00% | – | |
| EXPD | EXPEDITORS INTL WASH INC COMstock | $229 | -5.4% | 2 | 0.0% | 0.00% | – | |
| TLRY | TILRAY BRANDS INC COMstock | $846 | +53.3% | 354 | 0.0% | 0.00% | – | |
| ES | EVERSOURCE ENERGY COMstock | $469 | -17.9% | 8 | 0.0% | 0.00% | – | |
| TSCO | TRACTOR SUPPLY CO COMstock | $203 | -8.1% | 1 | 0.0% | 0.00% | – | |
| EVRG | EVERGY INC COMstock | $406 | -13.1% | 8 | 0.0% | 0.00% | – | |
| TMQ | TRILOGY METALS INC NEW COMstock | $11 | -21.4% | 23 | 0.0% | 0.00% | – | |
| TRMB | TRIMBLE INC COMstock | $1,508 | +1.8% | 28 | 0.0% | 0.00% | – | |
| ETSY | ETSY INC COMstock | $65 | -23.5% | 1 | 0.0% | 0.00% | – | |
| UAA | UNDER ARMOUR INC CL Astock | $62 | -4.6% | 9 | 0.0% | 0.00% | – | |
| UA | UNDER ARMOUR INC CL Cstock | $13 | 0.0% | 2 | 0.0% | 0.00% | – | |
| ENPH | ENPHASE ENERGY INC COMstock | $1,202 | -28.2% | 10 | 0.0% | 0.00% | – | |
| Sell | EMBECTA CORP COMMON STOCKstock | $75 | -42.3% | 5 | -16.7% | 0.00% | – | |
| SATS | ECHOSTAR CORP CL Astock | $670 | -3.5% | 40 | 0.0% | 0.00% | – | |
| WLTW | WILLIS TOWERS WATSON PLC LTD SHSstock | $1,672 | -11.3% | 8 | 0.0% | 0.00% | – | |
| PRGO | PERRIGO CO PLC SHSstock | $192 | -5.9% | 6 | 0.0% | 0.00% | – | |
| ALX | ALEXANDERS INC COMreit | $1,822 | -0.9% | 10 | 0.0% | 0.00% | – | |
| BBBY | Exit | BED BATH & BEYOND INC COMstock | $0 | – | -10 | -100.0% | 0.00% | – |
| AFRM | AFFIRM HLDGS INC COM CL Astock | $872 | +38.6% | 41 | 0.0% | 0.00% | – | |
| PRNT | 3D PRINTING ETFetf | $81 | -13.8% | 4 | 0.0% | 0.00% | – | |
| AMCX | AMC NETWORKS INC CL Astock | $141 | -1.4% | 12 | 0.0% | 0.00% | – | |
| MCK | MCKESSON CORP COMstock | $870 | +1.8% | 2 | 0.0% | 0.00% | – | |
| CIF | MFS INTER HIGH INCOME FD SH BEN INTcef | $606 | -3.7% | 386 | 0.0% | 0.00% | – | |
| MKC | MCCORMICK & CO INC COM NON VTGstock | $303 | -13.2% | 4 | 0.0% | 0.00% | – | |
| MASTERBRAND INC COMMON STOCKstock | $1,373 | +4.5% | 113 | 0.0% | 0.00% | – | ||
| MAS | MASCO CORP COMstock | $598 | -6.6% | 11 | 0.0% | 0.00% | – | |
| MRVL | MARVELL TECHNOLOGY INC COMstock | $1,245 | -9.5% | 23 | 0.0% | 0.00% | – | |
| MNST | MONSTER BEVERAGE CORP NEW COMstock | $424 | -7.8% | 8 | 0.0% | 0.00% | – | |
| MSGE | SPHERE ENTERTAINMENT CO CL Astock | $223 | +36.0% | 6 | 0.0% | 0.00% | – | |
| IIF | MORGAN STANLEY INDIA INVT FD I COMcef | $939 | +3.2% | 42 | 0.0% | 0.00% | – | |
| MOS | MOSAIC CO NEW COMstock | $146 | +2.1% | 4 | 0.0% | 0.00% | – | |
| MSGS | MADISON SQUARE GRDN SPRT CORP CL Astock | $705 | -6.2% | 4 | 0.0% | 0.00% | – | |
| New | MULLEN AUTOMOTIVE INC COMstock | $51 | – | 112 | +100.0% | 0.00% | – | |
| NOV | NOV INC COMstock | $293 | +30.2% | 14 | 0.0% | 0.00% | – | |
| NGS | NATURAL GAS SVCS GROUP INC COMstock | $379 | +47.5% | 26 | 0.0% | 0.00% | – | |
| New | MADISON SQUARE GARDEN ENTMT COM CL Astock | $197 | – | 6 | +100.0% | 0.00% | – | |
| MP | MP MATERIALS CORP COM CL Astock | $1,910 | -16.5% | 100 | 0.0% | 0.00% | -100.0% | |
| MIN | MFS INTER INCOME TR SH BEN INTcef | $1,340 | -2.2% | 500 | 0.0% | 0.00% | – | |
| ACB | AURORA CANNABIS INC COMstock | $115 | +9.5% | 196 | 0.0% | 0.00% | – | |
| ATO | ATMOS ENERGY CORP COMstock | $318 | -8.9% | 3 | 0.0% | 0.00% | – | |
| ASTRIA THERAPEUTICS INC COMstock | $52 | -10.3% | 7 | 0.0% | 0.00% | – | ||
| ASRT | ASSERTIO HOLDINGS INC COM NEWstock | $640 | -52.8% | 250 | 0.0% | 0.00% | – | |
| ANET | ARISTA NETWORKS INC COMstock | $1,471 | +13.5% | 8 | 0.0% | 0.00% | – | |
| AME | AMETEK INC COMstock | $1,921 | -8.7% | 13 | 0.0% | 0.00% | – | |
| IVZ | Buy | INVESCO LTD SHSstock | $95 | -12.8% | 7 | +16.7% | 0.00% | – |
| ABC | CENCORA INC COMstock | $1,813 | -6.4% | 10 | 0.0% | 0.00% | – | |
| AWK | Sell | AMERICAN WTR WKS CO INC NEW COMstock | $513 | -87.7% | 4 | -86.2% | 0.00% | -100.0% |
| AOUT | AMERICAN OUTDOOR BRANDS INC COMstock | $1,702 | +12.7% | 174 | 0.0% | 0.00% | – | |
| APTV | APTIV PLC SHSstock | $1,183 | -3.4% | 12 | 0.0% | 0.00% | – | |
| PNR | PENTAIR PLC SHSstock | $133 | 0.0% | 2 | 0.0% | 0.00% | – | |
| TRINSEO PLC SHSstock | $2,007 | -35.5% | 246 | 0.0% | 0.00% | -100.0% | ||
| PBA | Exit | PEMBINA PIPELINE CORP COMstock | $0 | – | -125 | -100.0% | -0.00% | – |
| PDI | Exit | PIMCO DYNAMIC INCOME FD SHScef | $0 | – | -163 | -100.0% | -0.00% | – |
| MCO | Exit | MOODYS CORP COMstock | $0 | – | -16 | -100.0% | -0.00% | – |
| VDE | Exit | VANGUARD ENERGY ETFetf | $0 | – | -22 | -100.0% | -0.00% | – |
| Exit | INVENTRUST PPTYS CORP COM NEWreit | $0 | – | -240 | -100.0% | -0.00% | – | |
| FOCS | Exit | FOCUS FINL PARTNERS INC COM CL Astock | $0 | – | -100 | -100.0% | -0.00% | – |
| ZETA | Exit | ZETA GLOBAL HOLDINGS CORP CL Astock | $0 | – | -600 | -100.0% | -0.00% | – |
| FISV | Exit | FISERV INC COMstock | $0 | – | -36 | -100.0% | -0.00% | – |
| EEMA | Exit | ISHARES MSCI EMERGING MARKETS ASIA ETFetf | $0 | – | -75 | -100.0% | -0.00% | – |
| AVY | Exit | AVERY DENNISON CORP COMstock | $0 | – | -32 | -100.0% | -0.00% | – |
| ROST | Exit | ROSS STORES INC COMstock | $0 | – | -28 | -100.0% | -0.00% | – |
| OKTA | Exit | OKTA INC CL Astock | $0 | – | -93 | -100.0% | -0.00% | – |
| LUV | Exit | SOUTHWEST AIRLS CO COMstock | $0 | – | -200 | -100.0% | -0.00% | – |
| PBI | Exit | PITNEY BOWES INC COMstock | $0 | – | -3,231 | -100.0% | -0.00% | – |
| MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LPstock | $0 | – | -200 | -100.0% | -0.00% | – |
| DPST | Exit | DIREXION DAILY REGIONAL BANKS BULL 3X SHARESetf | $0 | – | -238 | -100.0% | -0.00% | – |
| SPLG | Exit | SPDR PORTFOLIO S&P 500 ETFetf | $0 | – | -241 | -100.0% | -0.00% | – |
| RWR | Exit | SPDR DOW JONES REIT ETFetf | $0 | – | -144 | -100.0% | -0.00% | – |
| ABB | Exit | ABB LTD SPONSORED ADRadr | $0 | – | -667 | -100.0% | -0.01% | – |
| WBS | Exit | WEBSTER FINL CORP COMstock | $0 | – | -797 | -100.0% | -0.01% | – |
| IUSV | Exit | ISHARES CORE S&P US VALUE ETFetf | $0 | – | -770 | -100.0% | -0.01% | – |
| IUSG | Exit | ISHARES CORE S&P U.S. GROWTH ETFetf | $0 | – | -608 | -100.0% | -0.01% | – |
| FNOV | Exit | FT CBOE VEST U.S. EQUITY BUFFER ETF - NOVEMBERetf | $0 | – | -1,762 | -100.0% | -0.02% | – |
| ATAX | Exit | GREYSTONE HOUSING IMPACT INVES BEN UNIT CTFstock | $0 | – | -17,458 | -100.0% | -0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 12 | Q3 2023 | 12.0% |
| ISHARES RUSSELL TOP 200 GROWTH ETF | 12 | Q3 2023 | 11.9% |
| VANGUARD S&P 500 ETF | 12 | Q3 2023 | 5.4% |
| MICROSOFT CORP COM | 12 | Q3 2023 | 3.4% |
| AMAZON COM INC COM | 12 | Q3 2023 | 3.8% |
| ISHARES SELECT DIVIDEND ETF | 12 | Q3 2023 | 3.6% |
| ARK INNOVATION ETF | 12 | Q3 2023 | 6.9% |
| ISHARES CORE DIVIDEND GROWTH ETF | 12 | Q3 2023 | 6.1% |
| ISHARES MSCI EAFE ESG SELECT ETF | 12 | Q3 2023 | 2.5% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 12 | Q3 2023 | 2.2% |
View SOA Wealth Advisors, LLC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-10 |
| 13F-HR/A | 2024-02-13 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-07 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-01-10 |
| 13F-HR | 2022-10-07 |
| 13F-HR | 2022-07-13 |
| 13F-HR | 2022-04-07 |
View SOA Wealth Advisors, LLC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.