$413 Million is the total value of SOA Wealth Advisors, LLC.'s 992 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 20.1% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AAPL | Sell | APPLE INC COMstock | $48,958,000 | +21.2% | 274,737 | -3.8% | 11.86% | +14.5% |
VOO | Sell | VANGUARD S&P 500 ETFetf | $21,481,000 | +10.2% | 49,069 | -0.7% | 5.20% | +4.2% |
IWY | Buy | ISHARES RUSSELL TOP 200 GROWTH ETFetf | $15,675,000 | +20.0% | 89,941 | +5.1% | 3.80% | +13.4% |
AMZN | Sell | AMAZON COM INC COMstock | $14,776,000 | +1.9% | 4,381 | -0.8% | 3.58% | -3.7% |
MSFT | Buy | MICROSOFT CORP COMstock | $14,193,000 | +22.1% | 41,829 | +1.4% | 3.44% | +15.4% |
ARKK | Sell | ARK INNOVATION ETFetf | $12,723,000 | -31.8% | 131,575 | -22.0% | 3.08% | -35.5% |
DVY | Buy | ISHARES SELECT DIVIDEND ETFetf | $11,061,000 | +16.5% | 90,353 | +9.2% | 2.68% | +10.2% |
ESGD | Buy | ISHARES MSCI EAFE ESG SELECT ETFetf | $9,554,000 | +4.0% | 120,142 | +2.5% | 2.31% | -1.7% |
NVDA | Buy | NVIDIA CORPORATION COMstock | $8,401,000 | +44.5% | 28,396 | +1.2% | 2.03% | +36.6% |
IJT | Buy | ISHARES S&P SMALL-CAP 600 GROWTH ETFetf | $8,105,000 | +30.9% | 58,359 | +22.5% | 1.96% | +23.7% |
GOOGL | Buy | ALPHABET INC CAP STK CL Astock | $7,970,000 | +12.6% | 2,726 | +3.0% | 1.93% | +6.5% |
IWF | Sell | ISHARES RUSSELL 1000 GROWTH ETFetf | $7,969,000 | +6.5% | 25,948 | -4.9% | 1.93% | +0.7% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $7,359,000 | +9.9% | 24,532 | +0.0% | 1.78% | +3.9% |
IJR | Sell | ISHARES S&P SMALL-CAP FUNDetf | $6,920,000 | +4.7% | 60,365 | -0.3% | 1.68% | -1.1% |
DSI | Buy | ISHARES MSCI KLD 400 SOCIAL ETFetf | $6,884,000 | +12.2% | 73,950 | +0.3% | 1.67% | +6.0% |
IYR | Buy | ISHARES U.S. REAL ESTATE ETFetf | $6,362,000 | +14.9% | 54,870 | +1.5% | 1.54% | +8.7% |
IJK | Buy | ISHARES S&P MID-CAP 400 GROWTH ETFetf | $6,006,000 | +29.2% | 70,515 | +20.1% | 1.45% | +22.1% |
IJH | Sell | ISHARES S&P MIDCAP FUNDetf | $5,574,000 | +6.8% | 19,712 | -0.7% | 1.35% | +1.0% |
IJS | Buy | ISHARES S&P SMALL-CAP 600 VALUE ETFetf | $4,927,000 | +6.3% | 47,126 | +2.3% | 1.19% | +0.4% |
QQQ | Buy | INVESCO QQQ TRUSTetf | $4,681,000 | +24.1% | 11,693 | +10.9% | 1.13% | +17.4% |
NKE | Sell | NIKE INC CL Bstock | $4,634,000 | +15.3% | 27,668 | -0.0% | 1.12% | +8.9% |
VOE | Buy | VANGUARD MID-CAP VALUE INDEX FUNDetf | $4,532,000 | +18.7% | 30,192 | +10.4% | 1.10% | +12.3% |
ARKW | Sell | ARK NEXT GENERATION INTERNET ETFetf | $4,518,000 | -26.8% | 37,372 | -15.9% | 1.09% | -30.8% |
DIS | Sell | DISNEY WALT CO COMstock | $4,410,000 | -8.5% | 28,282 | -0.7% | 1.07% | -13.5% |
WPC | Sell | WP CAREY INC COMreit | $4,303,000 | +12.2% | 52,487 | -0.1% | 1.04% | +6.0% |
DGRO | Sell | ISHARES CORE DIVIDEND GROWTH ETFetf | $4,003,000 | +8.8% | 72,058 | -1.6% | 0.97% | +2.9% |
VUG | Buy | VANGUARD GROWTH INDEX FUNDetf | $3,806,000 | +11.1% | 11,804 | +0.0% | 0.92% | +5.1% |
ARKG | Sell | ARK GENOMIC REVOLUTION ETFetf | $3,752,000 | -30.1% | 60,344 | -16.0% | 0.91% | -33.9% |
EFG | Sell | ISHARES MSCI EAFE GROWTH ETFetf | $3,743,000 | +3.0% | 33,932 | -0.6% | 0.91% | -2.7% |
VO | Sell | VANGUARD MID-CAP INDEX FUNDetf | $3,737,000 | +6.4% | 14,660 | -1.2% | 0.90% | +0.6% |
SUSA | Buy | ISHARES MSCI USA ESG SELECT ETFetf | $3,737,000 | +61.2% | 35,125 | +45.4% | 0.90% | +52.4% |
JPM | Sell | JPMORGAN CHASE & CO COMstock | $3,656,000 | -3.7% | 23,074 | -0.5% | 0.88% | -9.0% |
IEMG | Sell | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $3,611,000 | -5.0% | 60,150 | -2.3% | 0.87% | -10.3% |
FNDF | Buy | SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETFetf | $3,606,000 | +4.7% | 110,998 | +5.8% | 0.87% | -1.0% |
VB | Sell | VANGUARD SMALL-CAP INDEX FUNDetf | $3,572,000 | +2.3% | 15,784 | -1.1% | 0.86% | -3.2% |
IWD | Sell | ISHARES RUSSELL 1000 VALUE ETFetf | $3,201,000 | +5.4% | 19,060 | -1.8% | 0.78% | -0.4% |
VBR | Sell | VANGUARD SMALL-CAP VALUE INDEX FUNDetf | $3,060,000 | 0.0% | 17,128 | -5.3% | 0.74% | -5.5% |
ARKQ | Sell | ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETFetf | $2,995,000 | -25.9% | 38,535 | -25.6% | 0.72% | -30.0% |
VOT | Buy | VANGUARD MID-CAP GROWTH INDEX FUNDetf | $2,983,000 | +8.4% | 11,681 | +0.3% | 0.72% | +2.4% |
IVV | Buy | ISHARES CORE S&P 500 ETFetf | $2,825,000 | +11.2% | 5,908 | +0.2% | 0.68% | +5.1% |
VTV | Sell | VANGUARD VALUE INDEX FUNDetf | $2,794,000 | +8.0% | 19,001 | -0.5% | 0.68% | +2.1% |
SPY | Buy | SPDR S&P 500 ETFetf | $2,600,000 | +22.9% | 5,460 | +10.7% | 0.63% | +16.2% |
ORCL | Buy | ORACLE CORP COMstock | $2,563,000 | +4.4% | 29,128 | +3.3% | 0.62% | -1.3% |
AMP | Sell | AMERIPRISE FINL INC COMstock | $2,508,000 | +10.8% | 8,307 | -3.0% | 0.61% | +4.7% |
MCD | Sell | MCDONALDS CORP COMstock | $2,488,000 | +7.8% | 9,313 | -2.7% | 0.60% | +2.0% |
NEE | Sell | NEXTERA ENERGY INC COMstock | $2,487,000 | +9.7% | 26,816 | -7.1% | 0.60% | +3.6% |
CSCO | Sell | CISCO SYS INC COMstock | $2,337,000 | +6.6% | 36,736 | -8.9% | 0.57% | +0.7% |
TSLA | Sell | TESLA INC COMstock | $2,211,000 | +31.2% | 2,066 | -5.0% | 0.54% | +23.8% |
PYPL | Sell | PAYPAL HLDGS INC COMstock | $2,009,000 | -44.4% | 10,475 | -24.6% | 0.49% | -47.4% |
UPS | UNITED PARCEL SERVICE INC CL Bstock | $1,857,000 | +17.5% | 8,683 | 0.0% | 0.45% | +11.1% | |
MDY | Sell | SPDR S&P MIDCAP 400 ETFetf | $1,836,000 | +6.0% | 3,550 | -1.4% | 0.44% | +0.2% |
ED | Sell | CONSOLIDATED EDISON INC COMstock | $1,769,000 | +7.4% | 20,773 | -8.5% | 0.43% | +1.4% |
IJJ | Buy | ISHARES S&P MID-CAP 400 VALUE ETFetf | $1,747,000 | +17.2% | 15,794 | +9.1% | 0.42% | +10.7% |
JNJ | Sell | JOHNSON & JOHNSON COMstock | $1,595,000 | +4.0% | 9,258 | -2.5% | 0.39% | -1.8% |
CYBR | Sell | CYBERARK SOFTWARE LTD SHSstock | $1,434,000 | +2.2% | 8,117 | -8.7% | 0.35% | -3.3% |
NFLX | Buy | NETFLIX INC COMstock | $1,356,000 | +5.0% | 2,216 | +4.6% | 0.33% | -0.9% |
HDV | Buy | ISHARES CORE HIGH DIVIDEND ETFetf | $1,298,000 | +7.2% | 12,876 | +0.1% | 0.31% | +1.3% |
ARKF | Buy | ARK FINTECH INNOVATION ETFetf | $1,267,000 | +44.5% | 30,642 | +72.4% | 0.31% | +36.4% |
EEM | Buy | ISHARES MSCI EMERGING MARKETS ETFetf | $1,239,000 | -2.1% | 25,242 | +0.5% | 0.30% | -7.4% |
PHB | Sell | INVESCO FUNDAMENTAL HIGH YIELD CORPORATE BOND ETFetf | $1,221,000 | -12.6% | 62,977 | -12.2% | 0.30% | -17.3% |
VGT | Buy | VANGUARD INFORMATION TECHNOLOGY INDEX FUNDetf | $1,187,000 | +20.8% | 2,579 | +5.2% | 0.29% | +13.9% |
HD | Sell | HOME DEPOT INC COMstock | $1,165,000 | +22.8% | 2,844 | -1.7% | 0.28% | +16.0% |
AXP | Sell | AMERICAN EXPRESS CO COMstock | $1,166,000 | -9.3% | 7,103 | -7.4% | 0.28% | -14.3% |
FB | Sell | META PLATFORMS INC CL Astock | $1,147,000 | -9.0% | 3,333 | -10.4% | 0.28% | -13.9% |
AIEQ | Buy | AI POWERED EQUITY ETFetf | $1,115,000 | +123.0% | 26,695 | +119.9% | 0.27% | +110.9% |
IYH | Sell | ISHARES U.S. HEALTHCARE ETFetf | $1,108,000 | +4.9% | 3,670 | -4.1% | 0.27% | -1.1% |
EL | LAUDER ESTEE COS INC CL Astock | $1,012,000 | +22.5% | 2,757 | 0.0% | 0.24% | +15.6% | |
GWW | Buy | GRAINGER W W INC COMstock | $1,001,000 | +42.0% | 1,939 | +8.0% | 0.24% | +33.7% |
IWO | Sell | ISHARES RUSSELL 2000 GROWTH ETFetf | $987,000 | -8.4% | 3,356 | -8.6% | 0.24% | -13.4% |
IVE | ISHARES S&P 500 VALUE ETFetf | $947,000 | +7.7% | 6,048 | 0.0% | 0.23% | +1.8% | |
PFE | Buy | PFIZER INC COMstock | $854,000 | +36.4% | 14,627 | +0.5% | 0.21% | +29.4% |
PG | Sell | PROCTER AND GAMBLE CO COMstock | $836,000 | +5.8% | 5,136 | -9.1% | 0.20% | 0.0% |
CVX | Buy | CHEVRON CORP NEW COMstock | $816,000 | +16.7% | 6,955 | +0.8% | 0.20% | +10.6% |
BAC | BK OF AMERICA CORP COMstock | $815,000 | +4.9% | 18,324 | 0.0% | 0.20% | -1.0% | |
EFV | Buy | ISHARES MSCI EAFE VALUE ETFetf | $806,000 | +0.6% | 16,020 | +1.7% | 0.20% | -4.9% |
SOCL | GLOBAL X SOCIAL MEDIA INDEX FUNDetf | $781,000 | -10.0% | 14,244 | 0.0% | 0.19% | -14.9% | |
XLF | Buy | FINANCIAL SELECT SECTOR SPDR FUNDetf | $751,000 | +4.6% | 19,222 | +0.4% | 0.18% | -1.1% |
PEP | Buy | PEPSICO INC COMstock | $749,000 | +14.9% | 4,337 | +0.0% | 0.18% | +8.4% |
AMD | Sell | ADVANCED MICRO DEVICES INC COMstock | $735,000 | +30.8% | 5,067 | -7.3% | 0.18% | +23.6% |
OSK | Buy | OSHKOSH CORP COMstock | $711,000 | +17.7% | 6,339 | +7.4% | 0.17% | +11.0% |
V | Buy | VISA INC COM CL Astock | $688,000 | +18.0% | 3,157 | +20.6% | 0.17% | +12.1% |
BA | Sell | BOEING CO COMstock | $666,000 | -14.0% | 3,289 | -6.6% | 0.16% | -18.7% |
MRK | Sell | MERCK & CO INC COMstock | $661,000 | -2.2% | 8,580 | -4.7% | 0.16% | -7.5% |
VZ | Buy | VERIZON COMMUNICATIONS INC COMstock | $636,000 | +2.7% | 12,180 | +6.1% | 0.15% | -3.1% |
VYM | Buy | VANGUARD HIGH DIVIDEND YIELD ETFetf | $631,000 | +15.6% | 5,637 | +6.7% | 0.15% | +9.3% |
CRM | Sell | SALESFORCE COM INC COMstock | $633,000 | -11.2% | 2,482 | -5.7% | 0.15% | -16.4% |
EFA | Buy | ISHARES MSCI EAFE ETFetf | $607,000 | +1.8% | 7,715 | +1.0% | 0.15% | -3.9% |
IWB | Buy | ISHARES RUSSELL 1000 ETFetf | $605,000 | +10.0% | 2,280 | +0.2% | 0.15% | +4.3% |
GOOG | ALPHABET INC CAP STK CL Cstock | $578,000 | +9.7% | 198 | 0.0% | 0.14% | +3.7% | |
VTEB | Buy | VANGUARD TAX-EXEMPT BOND ETFetf | $570,000 | +10.9% | 10,395 | +10.6% | 0.14% | +4.5% |
TMO | THERMO FISHER SCIENTIFIC INC COMstock | $555,000 | +16.4% | 835 | 0.0% | 0.13% | +9.8% | |
KXI | Sell | ISHARES GLOBAL CONSUMER STAPLES ETFetf | $547,000 | +6.6% | 8,498 | -0.7% | 0.13% | +0.8% |
AGG | Buy | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $534,000 | +7.9% | 4,681 | +8.6% | 0.13% | +1.6% |
BEEM | Buy | BEAM GLOBAL COMstock | $519,000 | -23.8% | 25,891 | +4.0% | 0.13% | -27.6% |
IWM | Sell | ISHARES RUSSELL 2000 ETFetf | $506,000 | -3.3% | 2,273 | -5.1% | 0.12% | -8.2% |
DOL | Sell | WISDOMTREE INTERNATIONAL LARGECAP DIVIDEND FUNDetf | $506,000 | -0.8% | 10,259 | -4.4% | 0.12% | -6.1% |
LRCX | Sell | LAM RESEARCH CORP COMstock | $502,000 | +7.3% | 699 | -15.0% | 0.12% | +1.7% |
IWR | Buy | ISHARES RUSSELL MID-CAP ETFetf | $501,000 | +13.9% | 6,039 | +7.2% | 0.12% | +7.1% |
KO | Buy | COCA COLA CO COMstock | $486,000 | +12.2% | 8,281 | +0.3% | 0.12% | +6.3% |
UNH | Buy | UNITEDHEALTH GROUP INC COMstock | $485,000 | +29.3% | 962 | +0.2% | 0.12% | +21.9% |
T | Buy | AT&T INC COMstock | $485,000 | -3.8% | 19,586 | +4.9% | 0.12% | -9.3% |
GS | Buy | GOLDMAN SACHS GROUP INC COMstock | $469,000 | +120.2% | 1,218 | +116.0% | 0.11% | +107.3% |
VCSH | Sell | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDetf | $469,000 | -1.9% | 5,770 | -0.6% | 0.11% | -6.6% |
VBK | VANGUARD SMALL-CAP GROWTH INDEX FUNDetf | $467,000 | +0.9% | 1,654 | 0.0% | 0.11% | -5.0% | |
SBUX | Buy | STARBUCKS CORP COMstock | $459,000 | +9.3% | 3,953 | +3.7% | 0.11% | +2.8% |
IPG | Buy | INTERPUBLIC GROUP COS INC COMstock | $423,000 | +2.9% | 11,219 | +0.0% | 0.10% | -2.9% |
TXN | Sell | TEXAS INSTRS INC COMstock | $415,000 | -22.0% | 2,192 | -20.9% | 0.10% | -26.5% |
WPS | Sell | ISHARES INTERNATIONAL DEVELOPED PROPERTY ETFetf | $406,000 | -10.8% | 10,917 | -11.2% | 0.10% | -16.2% |
WMT | Sell | WALMART INC COMstock | $405,000 | -0.7% | 2,830 | -3.4% | 0.10% | -6.7% |
IYW | Buy | ISHARES U.S. TECHNOLOGY ETFetf | $384,000 | +14.3% | 3,328 | +0.1% | 0.09% | +8.1% |
IYF | Buy | ISHARES U.S. FINANCIALS ETFetf | $383,000 | +5.8% | 4,420 | +0.8% | 0.09% | 0.0% |
LMT | Buy | LOCKHEED MARTIN CORP COMstock | $384,000 | +3.2% | 1,086 | +0.7% | 0.09% | -2.1% |
LQD | Buy | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf | $379,000 | +0.5% | 2,858 | +0.8% | 0.09% | -5.2% |
UNP | Sell | UNION PAC CORP COMstock | $381,000 | +22.9% | 1,529 | -3.4% | 0.09% | +16.5% |
AWF | Buy | ALLIANCEBERNSTEIN GLOBAL HIGH COMcef | $377,000 | +4.7% | 31,283 | +6.6% | 0.09% | -1.1% |
SWKS | Sell | SKYWORKS SOLUTIONS INC COMstock | $374,000 | -7.7% | 2,404 | -2.3% | 0.09% | -12.5% |
BND | Buy | VANGUARD TOTAL BOND MARKET INDEX FUNDetf | $359,000 | +2.6% | 4,246 | +3.6% | 0.09% | -3.3% |
ADBE | ADOBE SYSTEMS INCORPORATED COMstock | $358,000 | -0.8% | 628 | 0.0% | 0.09% | -5.4% | |
DDEC | New | FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - DECEMBERetf | $357,000 | – | 10,878 | +100.0% | 0.09% | – |
INTC | Sell | INTEL CORP COMstock | $348,000 | -29.8% | 6,744 | -27.7% | 0.08% | -33.9% |
BX | Buy | BLACKSTONE INC COMstock | $348,000 | +10.8% | 2,708 | +0.1% | 0.08% | +5.0% |
ATAX | Sell | AMERICA FIRST MULTIFAMILY INVS BEN UNIT CTFstock | $338,000 | -14.4% | 51,815 | -21.9% | 0.08% | -18.8% |
BABA | Sell | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $333,000 | -26.5% | 2,708 | -11.6% | 0.08% | -30.2% |
XLP | Sell | CONSUMER STAPLES SELECT SECTOR SPDR FUNDetf | $332,000 | +10.3% | 4,335 | -1.0% | 0.08% | +3.9% |
MMC | Buy | MARSH & MCLENNAN COS INC COMstock | $321,000 | +15.1% | 1,852 | +0.3% | 0.08% | +9.9% |
XOM | Sell | EXXON MOBIL CORP COMstock | $322,000 | -8.0% | 5,298 | -11.0% | 0.08% | -13.3% |
YUM | Buy | YUM BRANDS INC COMstock | $318,000 | +13.6% | 2,298 | +0.3% | 0.08% | +6.9% |
PKB | Buy | INVESCO DYNAMIC BUILDING & CONSTRUCTION ETFetf | $306,000 | +43.7% | 5,651 | +25.3% | 0.07% | +34.5% |
QCOM | Buy | QUALCOMM INC COMstock | $304,000 | +63.4% | 1,667 | +15.5% | 0.07% | +54.2% |
ABBV | Buy | ABBVIE INC COMstock | $304,000 | +26.1% | 2,240 | +0.3% | 0.07% | +19.4% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS COMstock | $300,000 | -18.0% | 2,247 | -14.9% | 0.07% | -22.3% |
AOM | Buy | ISHARES MODERATE ALLOCATION FUNDetf | $296,000 | +2.1% | 6,501 | +0.1% | 0.07% | -2.7% |
DIA | Buy | SPDR DOW JONES INDUSTRIAL AVERAGE ETFetf | $286,000 | +281.3% | 787 | +254.5% | 0.07% | +263.2% |
BBY | Buy | BEST BUY INC COMstock | $281,000 | +31.9% | 2,767 | +36.8% | 0.07% | +23.6% |
WDAY | Sell | WORKDAY INC CL Astock | $276,000 | -11.5% | 1,000 | -20.0% | 0.07% | -16.2% |
BKNG | BOOKING HOLDINGS INC COMstock | $263,000 | +0.8% | 110 | 0.0% | 0.06% | -4.5% | |
TIP | Buy | ISHARES TIPS BOND ETFetf | $258,000 | +2.4% | 1,998 | +1.1% | 0.06% | -4.6% |
POOL | POOL CORP COMstock | $255,000 | +28.8% | 456 | 0.0% | 0.06% | +21.6% | |
ICE | Buy | INTERCONTINENTAL EXCHANGE INC COMstock | $252,000 | +1580.0% | 1,845 | +1276.9% | 0.06% | +1425.0% |
DHR | DANAHER CORPORATION COMstock | $248,000 | +7.8% | 756 | 0.0% | 0.06% | +1.7% | |
CMCSA | Buy | COMCAST CORP NEW CL Astock | $249,000 | -9.8% | 4,941 | +0.1% | 0.06% | -15.5% |
DEO | Buy | DIAGEO PLC SPON ADR NEWadr | $247,000 | +14.9% | 1,131 | +1.2% | 0.06% | +9.1% |
HELE | HELEN OF TROY LTD COMstock | $242,000 | +8.0% | 1,000 | 0.0% | 0.06% | +3.5% | |
INTU | INTUIT COMstock | $241,000 | +19.3% | 375 | 0.0% | 0.06% | +11.5% | |
IEFA | Buy | ISHARES CORE MSCI EAFE ETFetf | $232,000 | +0.9% | 3,117 | +0.4% | 0.06% | -5.1% |
BME | Sell | BLACKROCK HEALTH SCIENCES TR COMcef | $226,000 | -2.6% | 4,654 | -4.4% | 0.06% | -6.8% |
PPA | Sell | INVESCO AEROSPACE & DEFENSE ETFetf | $227,000 | -1.7% | 3,152 | -1.9% | 0.06% | -6.8% |
PBD | Buy | INVESCO GLOBAL CLEAN ENERGY ETFetf | $222,000 | -3.5% | 8,261 | +0.0% | 0.05% | -8.5% |
TGT | Sell | TARGET CORP COMstock | $224,000 | -32.5% | 966 | -33.5% | 0.05% | -36.5% |
STAG | Sell | STAG INDL INC COMreit | $209,000 | +6.1% | 4,407 | -12.2% | 0.05% | +2.0% |
PIO | Buy | INVESCO GLOBAL WATER ETFetf | $206,000 | +9.6% | 4,753 | +0.1% | 0.05% | +4.2% |
LOW | LOWES COS INC COMstock | $208,000 | +26.8% | 812 | 0.0% | 0.05% | +19.0% | |
IWN | Buy | ISHARES RUSSELL 2000 VALUE ETFetf | $207,000 | +4.0% | 1,248 | +0.6% | 0.05% | -2.0% |
TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $204,000 | -1.0% | 1,700 | -8.1% | 0.05% | -7.5% |
QDEC | New | FT CBOE VEST NASDAQ-100 BUFFER ETF - DECEMBERetf | $197,000 | – | 8,353 | +100.0% | 0.05% | – |
INFO | IHS MARKIT LTD SHSstock | $197,000 | +13.9% | 1,489 | 0.0% | 0.05% | +9.1% | |
YDEC | New | FT CBOE VEST INTERNATIONAL EQUITY BUFFER ETF - DECEMBERetf | $195,000 | – | 9,230 | +100.0% | 0.05% | – |
ILCG | Buy | ISHARES MORNINGSTAR GROWTH ETFetf | $195,000 | +10.2% | 2,701 | +0.0% | 0.05% | +4.4% |
CVS | Sell | CVS HEALTH CORP COMstock | $193,000 | -15.7% | 1,870 | -30.7% | 0.05% | -20.3% |
CL | Sell | COLGATE PALMOLIVE CO COMstock | $188,000 | -17.5% | 2,229 | -26.4% | 0.05% | -20.7% |
ABT | Buy | ABBOTT LABS COMstock | $191,000 | +19.4% | 1,358 | +0.1% | 0.05% | +12.2% |
DDM | PROSHARES ULTRA DOW 30etf | $190,000 | +15.9% | 2,370 | 0.0% | 0.05% | +9.5% | |
DIM | Buy | WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUNDetf | $188,000 | +15.3% | 2,799 | +14.4% | 0.05% | +9.5% |
ADP | AUTOMATIC DATA PROCESSING INC COMstock | $192,000 | +23.1% | 785 | 0.0% | 0.05% | +15.0% | |
HON | HONEYWELL INTL INC COMstock | $189,000 | -2.1% | 913 | 0.0% | 0.05% | -6.1% | |
TECH | BIO-TECHNE CORP COMstock | $186,000 | +5.1% | 367 | 0.0% | 0.04% | 0.0% | |
CI | Buy | CIGNA CORP NEW COMstock | $187,000 | +17.6% | 810 | +1.9% | 0.04% | +9.8% |
PAYX | Buy | PAYCHEX INC COMstock | $184,000 | +21.9% | 1,352 | +0.3% | 0.04% | +15.4% |
EPD | Sell | ENTERPRISE PRODS PARTNERS L P COMstock | $181,000 | -16.2% | 8,377 | -16.2% | 0.04% | -20.0% |
ADI | Sell | ANALOG DEVICES INC COMstock | $172,000 | -11.3% | 989 | -14.8% | 0.04% | -16.0% |
IWL | Buy | ISHARES RUSSELL TOP 200 ETFetf | $172,000 | +11.7% | 1,503 | +0.5% | 0.04% | +7.7% |
BMY | Sell | BRISTOL-MYERS SQUIBB CO COMstock | $168,000 | -18.8% | 2,696 | -23.2% | 0.04% | -22.6% |
XLK | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $169,000 | +16.6% | 971 | 0.0% | 0.04% | +10.8% | |
MMM | Sell | 3M CO COMstock | $168,000 | -8.2% | 948 | -9.5% | 0.04% | -12.8% |
MAIN | Buy | MAIN STR CAP CORP COMcef | $171,000 | +9.6% | 3,845 | +0.8% | 0.04% | +2.5% |
COST | COSTCO WHSL CORP NEW COMstock | $160,000 | +26.0% | 284 | 0.0% | 0.04% | +18.2% | |
GM | GENERAL MTRS CO COMstock | $162,000 | +10.2% | 2,800 | 0.0% | 0.04% | +2.6% | |
FDEC | New | FT CBOE VEST U.S. EQUITY BUFFER ETF - DECEMBERetf | $159,000 | – | 4,550 | +100.0% | 0.04% | – |
IWP | Sell | ISHARES RUSSELL MID-CAP GROWTH ETFetf | $163,000 | +1.9% | 1,416 | -1.3% | 0.04% | -4.9% |
LIN | LINDE PLC SHSstock | $163,000 | +17.3% | 475 | 0.0% | 0.04% | +8.3% | |
D | Buy | DOMINION ENERGY INC COMstock | $162,000 | +8.0% | 2,064 | +0.2% | 0.04% | +2.6% |
VTI | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $163,000 | +8.7% | 676 | 0.0% | 0.04% | +2.6% | |
SHY | Sell | ISHARES 1-3 YEAR TREASURY BOND ETFetf | $157,000 | -6.0% | 1,839 | -5.3% | 0.04% | -11.6% |
HQH | Sell | TEKLA HEALTHCARE INVS SH BEN INTcef | $157,000 | -6.5% | 6,521 | -1.2% | 0.04% | -11.6% |
IBB | Sell | ISHARES BIOTECHNOLOGY FUNDetf | $155,000 | -11.4% | 1,008 | -7.4% | 0.04% | -15.6% |
RY | ROYAL BK CDA COMstock | $155,000 | +6.2% | 1,475 | 0.0% | 0.04% | +2.7% | |
DE | DEERE & CO COMstock | $153,000 | +2.0% | 450 | 0.0% | 0.04% | -2.6% | |
AAL | AMERICAN AIRLS GROUP INC COMstock | $145,000 | -12.1% | 8,042 | 0.0% | 0.04% | -16.7% | |
AMGN | Buy | AMGEN INC COMstock | $140,000 | +6.9% | 621 | +0.2% | 0.03% | 0.0% |
AON | Buy | AON PLC SHS CL Astock | $142,000 | +18.3% | 475 | +12.8% | 0.03% | +9.7% |
EBAY | Buy | EBAY INC. COMstock | $142,000 | -4.7% | 2,140 | +0.0% | 0.03% | -10.5% |
VIGI | Buy | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETFetf | $136,000 | +3.8% | 1,598 | +6.3% | 0.03% | -2.9% |
NRK | NUVEEN NEW YORK AMT QLT MUNICP COMcef | $127,000 | 0.0% | 9,225 | 0.0% | 0.03% | -6.1% | |
MPLX | Sell | MPLX LP COM UNIT REP LTDstock | $129,000 | -19.9% | 4,461 | -21.3% | 0.03% | -24.4% |
OMC | Buy | OMNICOM GROUP INC COMstock | $130,000 | +4.0% | 1,767 | +2.2% | 0.03% | -3.1% |
AGO | ASSURED GUARANTY LTD COMstock | $124,000 | +6.9% | 2,488 | 0.0% | 0.03% | 0.0% | |
RGI | Buy | INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETFetf | $119,000 | +8.2% | 607 | +0.2% | 0.03% | +3.6% |
EW | EDWARDS LIFESCIENCES CORP COMstock | $119,000 | +15.5% | 915 | 0.0% | 0.03% | +11.5% | |
AIZ | ASSURANT INC COMstock | $118,000 | -1.7% | 766 | 0.0% | 0.03% | -6.5% | |
OFS | Buy | OFS CAP CORP COMcef | $116,000 | +7.4% | 10,690 | +2.3% | 0.03% | 0.0% |
VXUS | Buy | VANGUARD TOTAL INTERNATIONAL STOCK ETFetf | $116,000 | +0.9% | 1,835 | +0.7% | 0.03% | -3.4% |
APD | AIR PRODS & CHEMS INC COMstock | $112,000 | +17.9% | 371 | 0.0% | 0.03% | +12.5% | |
VCR | Buy | VANGUARD CONSUMER DISCRETIONARY INDEX FUNDetf | $113,000 | +10.8% | 331 | +0.6% | 0.03% | +3.8% |
XLV | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $109,000 | +11.2% | 777 | 0.0% | 0.03% | +4.0% | |
DRIV | Buy | GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETFetf | $106,000 | +125.5% | 3,476 | +99.9% | 0.03% | +116.7% |
ANTM | ANTHEM INC COMstock | $106,000 | +24.7% | 228 | 0.0% | 0.03% | +18.2% | |
PTH | Buy | INVESCO DWA HEALTHCARE MOMENTUM ETFetf | $107,000 | +28.9% | 698 | +34.0% | 0.03% | +23.8% |
HAS | Buy | HASBRO INC COMstock | $109,000 | +13.5% | 1,088 | +0.4% | 0.03% | +4.0% |
HYG | Buy | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFetf | $102,000 | +24.4% | 1,182 | +24.9% | 0.02% | +19.0% |
XLRE | Buy | REAL ESTATE SELECT SECTOR SPDR FUNDetf | $105,000 | +16.7% | 2,048 | +0.7% | 0.02% | +8.7% |
YUMC | Buy | YUM CHINA HLDGS INC COMstock | $105,000 | -14.6% | 2,136 | +0.2% | 0.02% | -21.9% |
PXD | Sell | PIONEER NAT RES CO COMstock | $104,000 | -6.3% | 575 | -14.3% | 0.02% | -10.7% |
SMH | VANECK SEMICONDUCTOR ETFetf | $104,000 | +22.4% | 335 | 0.0% | 0.02% | +13.6% | |
SLB | SCHLUMBERGER LTD COM STKstock | $98,000 | +1.0% | 3,295 | 0.0% | 0.02% | -4.0% | |
ZM | Sell | ZOOM VIDEO COMMUNICATIONS INC CL Astock | $101,000 | -93.2% | 531 | -90.6% | 0.02% | -93.7% |
CMI | CUMMINS INC COMstock | $99,000 | -2.9% | 457 | 0.0% | 0.02% | -7.7% | |
DAL | DELTA AIR LINES INC DEL COM NEWstock | $100,000 | -8.3% | 2,566 | 0.0% | 0.02% | -14.3% | |
MA | Buy | MASTERCARD INCORPORATED CL Astock | $101,000 | +42.3% | 282 | +37.6% | 0.02% | +33.3% |
TT | TRANE TECHNOLOGIES PLC SHSstock | $101,000 | +16.1% | 507 | 0.0% | 0.02% | +9.1% | |
IDU | ISHARES U.S. UTILITIES ETFetf | $95,000 | +10.5% | 1,090 | 0.0% | 0.02% | +4.5% | |
WPP | WPP PLC NEW ADRadr | $94,000 | +13.3% | 1,242 | 0.0% | 0.02% | +9.5% | |
IFRA | Buy | ISHARES U.S. INFRASTRUCTURE ETFetf | $97,000 | +12.8% | 2,561 | +1.2% | 0.02% | +4.5% |
NUE | Sell | NUCOR CORP COMstock | $97,000 | -12.6% | 853 | -24.6% | 0.02% | -17.9% |
DBC | INVESCO DB COMMODITY INDEX TRACKING FUNDetf | $95,000 | +3.3% | 4,591 | 0.0% | 0.02% | -4.2% | |
JPS | NUVEEN PFD & INCM SECURTIES FD COMcef | $97,000 | -2.0% | 10,128 | 0.0% | 0.02% | -8.0% | |
GILD | GILEAD SCIENCES INC COMstock | $89,000 | +6.0% | 1,215 | 0.0% | 0.02% | 0.0% | |
IEF | Sell | ISHARES 7-10 YEAR TREASURY BOND ETFetf | $89,000 | -9.2% | 780 | -8.7% | 0.02% | -12.0% |
AOR | Buy | ISHARES GROWTH ALLOCATION FUNDetf | $89,000 | +3.5% | 1,557 | +0.2% | 0.02% | 0.0% |
BNDX | Buy | VANGUARD TOTAL INTERNATIONAL BOND ETFetf | $91,000 | 0.0% | 1,653 | +3.1% | 0.02% | -4.3% |
HIG | HARTFORD FINL SVCS GROUP INC COMstock | $91,000 | -2.2% | 1,324 | 0.0% | 0.02% | -8.3% | |
GENERAL ELECTRIC CO COM NEWstock | $89,000 | -7.3% | 941 | 0.0% | 0.02% | -12.0% | ||
CAT | Buy | CATERPILLAR INC COMstock | $89,000 | +7.2% | 434 | +0.5% | 0.02% | +4.8% |
KRG | New | KITE RLTY GROUP TR COM NEWreit | $92,000 | – | 4,250 | +100.0% | 0.02% | – |
ICF | Buy | ISHARES COHEN & STEERS REIT ETFetf | $88,000 | +15.8% | 1,170 | +0.3% | 0.02% | +10.5% |
SBNY | SIGNATURE BK NEW YORK N Y COMstock | $85,000 | +18.1% | 267 | 0.0% | 0.02% | +16.7% | |
IVW | ISHARES S&P 500 GROWTH ETFetf | $86,000 | +13.2% | 1,032 | 0.0% | 0.02% | +10.5% | |
STL | Buy | STERLING BANCORP DEL COMstock | $85,000 | +3.7% | 3,302 | +0.3% | 0.02% | 0.0% |
ESS | ESSEX PPTY TR INC COMreit | $84,000 | +10.5% | 240 | 0.0% | 0.02% | +5.3% | |
MRNA | Sell | MODERNA INC COMstock | $82,000 | -59.0% | 328 | -37.0% | 0.02% | -60.8% |
PM | Buy | PHILIP MORRIS INTL INC COMstock | $81,000 | 0.0% | 862 | +0.6% | 0.02% | -4.8% |
EA | ELECTRONIC ARTS INC COMstock | $84,000 | -5.6% | 626 | 0.0% | 0.02% | -13.0% | |
LLY | Sell | LILLY ELI & CO COMstock | $82,000 | -42.3% | 297 | -51.9% | 0.02% | -44.4% |
VWO | Buy | VANGUARD FTSE EMERGING MARKETS ETFetf | $84,000 | 0.0% | 1,698 | +0.2% | 0.02% | -9.1% |
WFC | WELLS FARGO CO NEW COMstock | $84,000 | +3.7% | 1,756 | 0.0% | 0.02% | -4.8% | |
SYK | STRYKER CORPORATION COMstock | $83,000 | +2.5% | 308 | 0.0% | 0.02% | -4.8% | |
IYE | Buy | ISHARES U.S. ENERGY ETFetf | $77,000 | +6.9% | 2,590 | +1.6% | 0.02% | +5.6% |
XEL | Sell | XCEL ENERGY INC COMstock | $80,000 | -13.0% | 1,186 | -19.5% | 0.02% | -20.8% |
APO | APOLLO GLOBAL MGMT INC COM CL Astock | $78,000 | +18.2% | 1,077 | 0.0% | 0.02% | +11.8% | |
AWK | AMERICAN WTR WKS CO INC NEW COMstock | $79,000 | +11.3% | 424 | 0.0% | 0.02% | +5.6% | |
C | Sell | CITIGROUP INC COM NEWstock | $74,000 | -30.2% | 1,232 | -18.8% | 0.02% | -33.3% |
SRE | SEMPRA COMstock | $73,000 | +4.3% | 556 | 0.0% | 0.02% | 0.0% | |
ACN | ACCENTURE PLC IRELAND SHS CLASS Astock | $73,000 | +30.4% | 178 | 0.0% | 0.02% | +28.6% | |
VOOG | VANGUARD S&P 500 GROWTH ETFetf | $74,000 | +13.8% | 245 | 0.0% | 0.02% | +5.9% | |
GSK | Buy | GLAXOSMITHKLINE PLC SPONSORED ADRadr | $74,000 | +17.5% | 1,685 | +1.0% | 0.02% | +12.5% |
GDX | Buy | VANECK GOLD MINERS ETFetf | $74,000 | +7.2% | 2,344 | +0.0% | 0.02% | 0.0% |
BYND | Sell | BEYOND MEAT INC COMstock | $74,000 | -38.8% | 1,107 | -4.5% | 0.02% | -41.9% |
IDV | Buy | ISHARES INTERNATIONAL SELECT DIVIDEND ETFetf | $75,000 | +4.2% | 2,407 | +1.0% | 0.02% | 0.0% |
GNTX | Buy | GENTEX CORP COMstock | $76,000 | +5.6% | 2,210 | +0.1% | 0.02% | 0.0% |
UNM | Buy | UNUM GROUP COMstock | $76,000 | -1.3% | 3,081 | +0.1% | 0.02% | -10.0% |
SCHW | Buy | SCHWAB CHARLES CORP COMstock | $72,000 | +24.1% | 854 | +6.8% | 0.02% | +13.3% |
MAA | Buy | MID-AMER APT CMNTYS INC COMreit | $70,000 | +22.8% | 309 | +0.3% | 0.02% | +13.3% |
NFBK | Buy | NORTHFIELD BANCORP INC DEL COMstock | $65,000 | -4.4% | 4,021 | +0.8% | 0.02% | -5.9% |
PHO | INVESCO WATER RESOURCES ETFetf | $66,000 | +10.0% | 1,104 | 0.0% | 0.02% | +6.7% | |
CHTR | CHARTER COMMUNICATIONS INC NEW CL Astock | $65,000 | -9.7% | 99 | 0.0% | 0.02% | -11.1% | |
F | Sell | FORD MTR CO DEL COMstock | $65,000 | +35.4% | 3,187 | -6.3% | 0.02% | +33.3% |
MS | Buy | MORGAN STANLEY COM NEWstock | $67,000 | +1.5% | 682 | +0.3% | 0.02% | -5.9% |
VRSN | VERISIGN INC COMstock | $64,000 | +25.5% | 253 | 0.0% | 0.02% | +15.4% | |
SBAC | SBA COMMUNICATIONS CORP NEW CL Areit | $62,000 | +17.0% | 162 | 0.0% | 0.02% | +7.1% | |
SIVB | SVB FINANCIAL GROUP COMstock | $62,000 | +5.1% | 92 | 0.0% | 0.02% | 0.0% | |
PNC | PNC FINL SVCS GROUP INC COMstock | $61,000 | +1.7% | 307 | 0.0% | 0.02% | 0.0% | |
PH | Buy | PARKER-HANNIFIN CORP COMstock | $62,000 | +12.7% | 197 | +0.5% | 0.02% | +7.1% |
BXP | BOSTON PROPERTIES INC COMreit | $61,000 | +7.0% | 530 | 0.0% | 0.02% | 0.0% | |
HPE | HEWLETT PACKARD ENTERPRISE CO COMstock | $62,000 | +12.7% | 3,902 | 0.0% | 0.02% | +7.1% | |
DFS | DISCOVER FINL SVCS COMstock | $61,000 | -4.7% | 526 | 0.0% | 0.02% | -6.2% | |
MO | Sell | ALTRIA GROUP INC COMstock | $58,000 | -38.9% | 1,238 | -40.7% | 0.01% | -41.7% |
CLX | Sell | CLOROX CO DEL COMstock | $57,000 | -31.3% | 333 | -33.8% | 0.01% | -33.3% |
DTE | Buy | DTE ENERGY CO COMstock | $56,000 | +7.7% | 470 | +0.6% | 0.01% | +7.7% |
DLR | Buy | DIGITAL RLTY TR INC COMreit | $59,000 | +22.9% | 338 | +0.6% | 0.01% | +16.7% |
XHR | Sell | XENIA HOTELS & RESORTS INC COMreit | $58,000 | -22.7% | 3,248 | -23.5% | 0.01% | -26.3% |
VLO | Buy | VALERO ENERGY CORP COMstock | $56,000 | +5.7% | 760 | +0.9% | 0.01% | 0.0% |
FTNT | FORTINET INC COMstock | $57,000 | +21.3% | 161 | 0.0% | 0.01% | +16.7% | |
MRTX | Sell | MIRATI THERAPEUTICS INC COMstock | $59,000 | -58.2% | 400 | -50.1% | 0.01% | -61.1% |
AMCR | AMCOR PLC ORDstock | $56,000 | +3.7% | 4,711 | 0.0% | 0.01% | 0.0% | |
MDT | MEDTRONIC PLC SHSstock | $57,000 | -16.2% | 548 | 0.0% | 0.01% | -17.6% | |
NEM | Buy | NEWMONT CORP COMstock | $55,000 | +14.6% | 896 | +0.3% | 0.01% | +8.3% |
VHT | VANGUARD HEALTH CARE INDEX FUNDetf | $52,000 | +8.3% | 196 | 0.0% | 0.01% | +8.3% | |
HUM | HUMANA INC COMstock | $55,000 | +19.6% | 119 | 0.0% | 0.01% | +8.3% | |
TPVG | TRIPLEPOINT VENTURE GROWTH BDC COMcef | $53,000 | +12.8% | 3,000 | 0.0% | 0.01% | +8.3% | |
BK | Buy | BANK NEW YORK MELLON CORP COMstock | $54,000 | +12.5% | 935 | +0.3% | 0.01% | +8.3% |
ALL | ALLSTATE CORP COMstock | $54,000 | -8.5% | 464 | 0.0% | 0.01% | -13.3% | |
FDX | Buy | FEDEX CORP COMstock | $55,000 | +48.6% | 213 | +23.8% | 0.01% | +44.4% |
BSV | Sell | VANGUARD SHORT-TERM BOND INDEX FUNDetf | $53,000 | -48.5% | 656 | -48.3% | 0.01% | -50.0% |
RJF | RAYMOND JAMES FINL INC COMstock | $55,000 | +10.0% | 545 | 0.0% | 0.01% | 0.0% | |
ABNB | Sell | AIRBNB INC COM CL Astock | $53,000 | -28.4% | 318 | -28.2% | 0.01% | -31.6% |
EMR | EMERSON ELEC CO COMstock | $50,000 | -2.0% | 544 | 0.0% | 0.01% | -7.7% | |
CB | CHUBB LIMITED COMstock | $51,000 | +10.9% | 267 | 0.0% | 0.01% | 0.0% | |
ABC | AMERISOURCEBERGEN CORP COMstock | $51,000 | +13.3% | 384 | 0.0% | 0.01% | 0.0% | |
RPG | INVESCO S&P 500 PURE GROWTH ETFetf | $48,000 | +9.1% | 230 | 0.0% | 0.01% | +9.1% | |
MTB | Buy | M & T BK CORP COMstock | $50,000 | +2.0% | 330 | +0.3% | 0.01% | -7.7% |
MMP | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LPstock | $49,000 | -2.0% | 1,100 | 0.0% | 0.01% | -7.7% | |
VNQ | Buy | VANGUARD REAL ESTATE ETFetf | $44,000 | +18.9% | 384 | +4.6% | 0.01% | +22.2% |
WEC | WEC ENERGY GROUP INC COMstock | $46,000 | +9.5% | 480 | 0.0% | 0.01% | 0.0% | |
JPST | JPMORGAN ULTRA-SHORT INCOME ETFetf | $47,000 | 0.0% | 943 | 0.0% | 0.01% | -8.3% | |
MCK | MCKESSON CORP COMstock | $46,000 | +24.3% | 188 | 0.0% | 0.01% | +22.2% | |
CCL | CARNIVAL CORP COMMON STOCKstock | $46,000 | -17.9% | 2,272 | 0.0% | 0.01% | -21.4% | |
USO | UNITED STATES OIL FUND, LPetf | $46,000 | +4.5% | 845 | 0.0% | 0.01% | 0.0% | |
PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEWadr | $47,000 | -17.5% | 1,287 | 0.0% | 0.01% | -26.7% | |
ITW | ILLINOIS TOOL WKS INC COMstock | $44,000 | +18.9% | 182 | 0.0% | 0.01% | +22.2% | |
AEP | Buy | AMERICAN ELEC PWR CO INC COMstock | $46,000 | +9.5% | 525 | +0.4% | 0.01% | 0.0% |
PROF | PROFOUND MED CORP COM NEWstock | $47,000 | -19.0% | 4,000 | 0.0% | 0.01% | -26.7% | |
TM | TOYOTA MOTOR CORP ADSadr | $45,000 | +4.7% | 245 | 0.0% | 0.01% | 0.0% | |
SQ | Sell | BLOCK INC CL Astock | $45,000 | -69.6% | 278 | -55.0% | 0.01% | -71.1% |
QS | Buy | QUANTUMSCAPE CORP COM CL Astock | $45,000 | +1025.0% | 1,959 | +953.2% | 0.01% | +1000.0% |
NJR | NEW JERSEY RES CORP COMstock | $45,000 | +18.4% | 1,100 | 0.0% | 0.01% | +10.0% | |
EIX | Buy | EDISON INTL COMstock | $42,000 | +23.5% | 624 | +0.3% | 0.01% | +11.1% |
SO | Buy | SOUTHERN CO COMstock | $42,000 | +10.5% | 627 | +0.5% | 0.01% | 0.0% |
VEGN | US VEGAN CLIMATE ETFetf | $43,000 | +10.3% | 1,000 | 0.0% | 0.01% | 0.0% | |
CWB | Buy | SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFetf | $41,000 | 0.0% | 495 | +1.2% | 0.01% | -9.1% |
CTVA | CORTEVA INC COMstock | $41,000 | +13.9% | 876 | 0.0% | 0.01% | +11.1% | |
FEZ | Buy | SPDR EURO STOXX 50 ETFetf | $43,000 | +4.9% | 929 | +1.2% | 0.01% | -9.1% |
SPGI | S&P GLOBAL INC COMstock | $40,000 | +11.1% | 85 | 0.0% | 0.01% | +11.1% | |
RTX | RAYTHEON TECHNOLOGIES CORP COMstock | $41,000 | 0.0% | 487 | 0.0% | 0.01% | -9.1% | |
TWTR | TWITTER INC COMstock | $42,000 | -26.3% | 951 | 0.0% | 0.01% | -33.3% | |
COF | Sell | CAPITAL ONE FINL CORP COMstock | $42,000 | -54.3% | 290 | -49.2% | 0.01% | -58.3% |
INGR | INGREDION INC COMstock | $43,000 | +10.3% | 449 | 0.0% | 0.01% | 0.0% | |
ISRG | Buy | INTUITIVE SURGICAL INC COM NEWstock | $40,000 | +11.1% | 111 | +200.0% | 0.01% | +11.1% |
DON | Buy | WISDOMTREE U.S. MIDCAP DIVIDEND FUNDetf | $42,000 | +7.7% | 967 | +0.4% | 0.01% | 0.0% |
IYC | Buy | ISHARES U.S. CONSUMER DISCRETIONARY ETFetf | $40,000 | +8.1% | 485 | +0.2% | 0.01% | +11.1% |
AFL | AFLAC INC COMstock | $37,000 | +12.1% | 635 | 0.0% | 0.01% | +12.5% | |
CCI | CROWN CASTLE INTL CORP NEW COMreit | $37,000 | +19.4% | 181 | 0.0% | 0.01% | +12.5% | |
NSC | NORFOLK SOUTHN CORP COMstock | $38,000 | +22.6% | 130 | 0.0% | 0.01% | +12.5% | |
UTG | Buy | REAVES UTIL INCOME FD COM SH BEN INTcef | $37,000 | +8.8% | 1,070 | +1.3% | 0.01% | 0.0% |
MAS | MASCO CORP COMstock | $38,000 | +22.6% | 558 | 0.0% | 0.01% | +12.5% | |
PBW | Sell | INVESCO WILDERHILL CLEAN ENERGY ETFetf | $38,000 | -20.8% | 530 | -16.1% | 0.01% | -25.0% |
SON | Buy | SONOCO PRODS CO COMstock | $36,000 | -2.7% | 633 | +0.8% | 0.01% | 0.0% |
FXI | Buy | ISHARES CHINA LARGE-CAP ETFetf | $37,000 | -5.1% | 1,026 | +0.2% | 0.01% | -10.0% |
CRWD | Sell | CROWDSTRIKE HLDGS INC CL Astock | $36,000 | -50.7% | 174 | -42.0% | 0.01% | -52.6% |
LNT | ALLIANT ENERGY CORP COMstock | $36,000 | +9.1% | 591 | 0.0% | 0.01% | +12.5% | |
APTV | APTIV PLC SHSstock | $37,000 | +8.8% | 229 | 0.0% | 0.01% | 0.0% | |
CARR | CARRIER GLOBAL CORPORATION COMstock | $37,000 | +2.8% | 706 | 0.0% | 0.01% | 0.0% | |
RL | RALPH LAUREN CORP CL Astock | $36,000 | +5.9% | 312 | 0.0% | 0.01% | 0.0% | |
OGN | Sell | ORGANON & CO COMMON STOCKstock | $39,000 | -9.3% | 1,296 | -2.0% | 0.01% | -18.2% |
GURU | GLOBAL X GURU INDEX ETFetf | $38,000 | 0.0% | 800 | 0.0% | 0.01% | -10.0% | |
NMM | Buy | NAVIOS MARITIME PARTNERS L P COM UNIT LPIstock | $37,000 | +54.2% | 1,537 | +102.2% | 0.01% | +50.0% |
XBI | Sell | SPDR S&P BIOTECH ETFetf | $37,000 | -69.9% | 332 | -66.3% | 0.01% | -71.9% |
PGX | Buy | INVESCO PREFERRED ETFetf | $38,000 | 0.0% | 2,568 | +1.2% | 0.01% | -10.0% |
VPU | VANGUARD UTILITIES INDEX FUNDetf | $37,000 | +12.1% | 240 | 0.0% | 0.01% | +12.5% | |
JCI | JOHNSON CTLS INTL PLC SHSstock | $39,000 | +18.2% | 486 | 0.0% | 0.01% | +12.5% | |
BGH | BARINGS GLOBAL SHORT DURATION COMcef | $37,000 | -2.6% | 2,236 | 0.0% | 0.01% | -10.0% | |
BLK | BLACKROCK INC COMstock | $39,000 | +11.4% | 42 | 0.0% | 0.01% | 0.0% | |
CERN | CERNER CORP COMstock | $38,000 | +35.7% | 409 | 0.0% | 0.01% | +28.6% | |
WTRG | Buy | ESSENTIAL UTILS INC COMstock | $35,000 | +16.7% | 661 | +0.5% | 0.01% | 0.0% |
WRK | WESTROCK CO COMstock | $35,000 | -10.3% | 799 | 0.0% | 0.01% | -20.0% | |
RDSA | ROYAL DUTCH SHELL PLC SPONS ADR Aadr | $32,000 | -3.0% | 755 | 0.0% | 0.01% | 0.0% | |
VOD | Buy | VODAFONE GROUP PLC NEW SPONSORED ADRadr | $33,000 | +1550.0% | 2,216 | +1311.5% | 0.01% | +700.0% |
WM | Buy | WASTE MGMT INC DEL COMstock | $34,000 | +70.0% | 206 | +51.5% | 0.01% | +60.0% |
KKR | KKR & CO INC COMstock | $33,000 | +22.2% | 452 | 0.0% | 0.01% | +14.3% | |
IYK | Buy | ISHARES U.S. CONSUMER STAPLES ETFetf | $35,000 | +12.9% | 177 | +1.1% | 0.01% | 0.0% |
DKNG | Sell | DRAFTKINGS INC COM CL Astock | $31,000 | -58.1% | 1,100 | -29.0% | 0.01% | -57.9% |
ICLN | Buy | ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUNDetf | $33,000 | +17.9% | 1,558 | +18.4% | 0.01% | +14.3% |
GFF | GRIFFON CORP COMstock | $31,000 | +14.8% | 1,100 | 0.0% | 0.01% | +14.3% | |
GIS | Sell | GENERAL MLS INC COMstock | $32,000 | +6.7% | 487 | -3.2% | 0.01% | 0.0% |
MCHP | Buy | MICROCHIP TECHNOLOGY INC. COMstock | $32,000 | +14.3% | 374 | +98.9% | 0.01% | +14.3% |
HPF | HANCOCK JOHN PFD INCOME FD II COMcef | $34,000 | -5.6% | 1,678 | 0.0% | 0.01% | -11.1% | |
MET | Buy | METLIFE INC COMstock | $35,000 | 0.0% | 574 | +0.7% | 0.01% | -11.1% |
AIG | AMERICAN INTL GROUP INC COM NEWstock | $31,000 | +3.3% | 558 | 0.0% | 0.01% | 0.0% | |
FDN | FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDXetf | $33,000 | -2.9% | 146 | 0.0% | 0.01% | -11.1% | |
PWP | Sell | PERELLA WEINBERG PARTNERS CLASS A COMstock | $35,000 | -5.4% | 2,780 | -1.4% | 0.01% | -11.1% |
BWX | Buy | SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETFetf | $34,000 | 0.0% | 1,216 | +0.2% | 0.01% | -11.1% |
IAGG | Buy | ISHARES CORE INTERNATIONAL AGGREGATE BOND FUNDetf | $33,000 | +3.1% | 610 | +2.7% | 0.01% | 0.0% |
RDIV | Buy | INVESCO S&P ULTRA DIVIDEND REVENUE ETFetf | $31,000 | +6.9% | 753 | +0.9% | 0.01% | +14.3% |
PCY | Sell | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETFetf | $32,000 | -20.0% | 1,242 | -18.8% | 0.01% | -20.0% |
ADSK | AUTODESK INC COMstock | $31,000 | -3.1% | 113 | 0.0% | 0.01% | 0.0% | |
AL | AIR LEASE CORP CL Astock | $31,000 | +14.8% | 705 | 0.0% | 0.01% | +14.3% | |
DTN | WISDOMTREE U.S. DIVIDEND EX-FINANCIALS FUNDetf | $32,000 | +10.3% | 319 | 0.0% | 0.01% | +14.3% | |
CCEP | Buy | COCA-COLA EUROPACIFIC PARTNERS SHSstock | $29,000 | +3.6% | 527 | +2.9% | 0.01% | 0.0% |
BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETFetf | $28,000 | 0.0% | 788 | 0.0% | 0.01% | 0.0% | |
MDLZ | MONDELEZ INTL INC CL Astock | $27,000 | +12.5% | 420 | 0.0% | 0.01% | +16.7% | |
CAH | Buy | CARDINAL HEALTH INC COMstock | $27,000 | +8.0% | 526 | +0.8% | 0.01% | +16.7% |
PCSB | Buy | PCSB FINL CORP COMstock | $29,000 | +3.6% | 1,535 | +0.3% | 0.01% | 0.0% |
MPC | Buy | MARATHON PETE CORP COMstock | $28,000 | +3.7% | 454 | +0.4% | 0.01% | 0.0% |
VIAC | Sell | VIACOMCBS INC CL Bstock | $27,000 | -32.5% | 875 | -15.0% | 0.01% | -30.0% |
PLD | PROLOGIS INC. COMreit | $27,000 | +35.0% | 162 | 0.0% | 0.01% | +40.0% | |
PRU | PRUDENTIAL FINL INC COMstock | $28,000 | +3.7% | 266 | 0.0% | 0.01% | 0.0% | |
PEG | PUBLIC SVC ENTERPRISE GRP INC COMstock | $28,000 | +7.7% | 430 | 0.0% | 0.01% | 0.0% | |
WBA | Buy | WALGREENS BOOTS ALLIANCE INC COMstock | $29,000 | +26.1% | 562 | +11.7% | 0.01% | +16.7% |
RYU | INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETFetf | $30,000 | +11.1% | 265 | 0.0% | 0.01% | 0.0% | |
DELL | DELL TECHNOLOGIES INC CL Cstock | $29,000 | -45.3% | 519 | 0.0% | 0.01% | -50.0% | |
ANET | Buy | ARISTA NETWORKS INC COMstock | $30,000 | +66.7% | 216 | +300.0% | 0.01% | +40.0% |
EWJ | Buy | ISHARES MSCI JAPAN ETFetf | $27,000 | -3.6% | 408 | +0.5% | 0.01% | 0.0% |
OEF | ISHARES S&P 100 ETFetf | $28,000 | +12.0% | 130 | 0.0% | 0.01% | +16.7% | |
XYL | XYLEM INC COMstock | $28,000 | -3.4% | 238 | 0.0% | 0.01% | 0.0% | |
EXG | Buy | EATON VANCE TAX-MANAGED GLOBAL COMcef | $30,000 | +7.1% | 2,924 | +1.5% | 0.01% | 0.0% |
XLY | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $28,000 | +12.0% | 140 | 0.0% | 0.01% | +16.7% | |
DSL | DOUBLELINE INCOME SOLUTIONS FD COMcef | $28,000 | -9.7% | 1,782 | 0.0% | 0.01% | -12.5% | |
IEV | Buy | ISHARES EUROPE ETFetf | $29,000 | +7.4% | 543 | +1.3% | 0.01% | 0.0% |
ERTH | Buy | INVESCO MSCI SUSTAINABLE FUTURE ETFetf | $23,000 | +4.5% | 359 | +0.3% | 0.01% | 0.0% |
DG | DOLLAR GEN CORP NEW COMstock | $24,000 | +14.3% | 103 | 0.0% | 0.01% | +20.0% | |
PEY | Buy | INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETFetf | $25,000 | +8.7% | 1,216 | +1.0% | 0.01% | 0.0% |
FSK | FS KKR CAP CORP COMcef | $23,000 | -8.0% | 1,147 | 0.0% | 0.01% | 0.0% | |
KFY | KORN FERRY COM NEWstock | $23,000 | +4.5% | 311 | 0.0% | 0.01% | 0.0% | |
GLW | Buy | CORNING INC COMstock | $26,000 | +4.0% | 711 | +0.3% | 0.01% | 0.0% |
VMW | New | VMWARE INC CL A COMstock | $26,000 | – | 227 | +100.0% | 0.01% | – |
VRTX | VERTEX PHARMACEUTICALS INC COMstock | $23,000 | +21.1% | 107 | 0.0% | 0.01% | +20.0% | |
BKLN | Buy | INVESCO SENIOR LOAN ETFetf | $23,000 | 0.0% | 1,049 | +0.8% | 0.01% | 0.0% |
New | TRINSEO PLC SHSstock | $25,000 | – | 488 | +100.0% | 0.01% | – | |
DGRW | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUNDetf | $26,000 | +13.0% | 400 | 0.0% | 0.01% | 0.0% | |
SOFI | Sell | SOFI TECHNOLOGIES INC COMstock | $23,000 | -23.3% | 1,500 | -23.1% | 0.01% | -25.0% |
EHTH | EHEALTH INC COMstock | $25,000 | -37.5% | 1,000 | 0.0% | 0.01% | -40.0% | |
PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETFetf | $25,000 | +13.6% | 893 | 0.0% | 0.01% | 0.0% | |
AMAT | APPLIED MATLS INC COMstock | $26,000 | +23.8% | 165 | 0.0% | 0.01% | +20.0% | |
BHP | BHP GROUP LTD SPONSORED ADSadr | $23,000 | +9.5% | 395 | 0.0% | 0.01% | +20.0% | |
ETW | Buy | EATON VANCE TAX-MANAGED GLOBAL COMcef | $24,000 | +4.3% | 2,166 | +0.8% | 0.01% | 0.0% |
AMT | AMERICAN TOWER CORP NEW COMreit | $25,000 | +13.6% | 86 | 0.0% | 0.01% | 0.0% | |
FAN | Buy | FIRST TRUST GLOBAL WIND ENERGY ETFetf | $23,000 | -4.2% | 1,157 | +0.6% | 0.01% | 0.0% |
EML | EASTERN CO COMstock | $23,000 | 0.0% | 936 | 0.0% | 0.01% | 0.0% | |
NXPI | Buy | NXP SEMICONDUCTORS N V COMstock | $25,000 | +31.6% | 113 | +15.3% | 0.01% | +20.0% |
DD | DUPONT DE NEMOURS INC COMstock | $25,000 | +19.0% | 314 | 0.0% | 0.01% | +20.0% | |
SMLV | SPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETFetf | $25,000 | +8.7% | 210 | 0.0% | 0.01% | 0.0% | |
CME | CME GROUP INC COMstock | $24,000 | +20.0% | 108 | 0.0% | 0.01% | +20.0% | |
VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETFetf | $24,000 | 0.0% | 465 | 0.0% | 0.01% | 0.0% | |
ABB | ABB LTD SPONSORED ADRadr | $25,000 | +13.6% | 667 | 0.0% | 0.01% | 0.0% | |
BP | Buy | BP PLC SPONSORED ADRadr | $25,000 | 0.0% | 952 | +0.2% | 0.01% | 0.0% |
KMB | Buy | KIMBERLY-CLARK CORP COMstock | $23,000 | +15.0% | 168 | +8.4% | 0.01% | +20.0% |
EXC | Sell | EXELON CORP COMstock | $24,000 | -46.7% | 433 | -53.5% | 0.01% | -50.0% |
BKR | BAKER HUGHES COMPANY CL Astock | $25,000 | -3.8% | 1,083 | 0.0% | 0.01% | -14.3% | |
TMUS | Sell | T-MOBILE US INC COMstock | $23,000 | -57.4% | 202 | -52.7% | 0.01% | -57.1% |
RSG | Buy | REPUBLIC SVCS INC COMstock | $23,000 | +228.6% | 173 | +179.0% | 0.01% | +200.0% |
SHV | Sell | ISHARES SHORT TREASURY BOND ETFetf | $23,000 | 0.0% | 212 | -0.9% | 0.01% | 0.0% |
PSCH | INVESCO S&P SMALLCAP HEALTH CARE PORTFOLIOetf | $25,000 | 0.0% | 142 | 0.0% | 0.01% | 0.0% | |
IGIB | Buy | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $25,000 | 0.0% | 435 | +0.9% | 0.01% | 0.0% |
GLD | SPDR GOLD SHARESetf | $21,000 | +5.0% | 126 | 0.0% | 0.01% | 0.0% | |
IHAK | Buy | ISHARES CYBERSECURITY AND TECH ETFetf | $20,000 | +5.3% | 460 | +0.2% | 0.01% | 0.0% |
AVGO | BROADCOM INC COMstock | $21,000 | +31.2% | 33 | 0.0% | 0.01% | +25.0% | |
IEX | IDEX CORP COMstock | $19,000 | +18.8% | 82 | 0.0% | 0.01% | +25.0% | |
TRV | Buy | TRAVELERS COMPANIES INC COMstock | $20,000 | +17.6% | 132 | +16.8% | 0.01% | +25.0% |
ETV | EATON VANCE TAX-MANAGED BUY- W COMcef | $20,000 | +5.3% | 1,250 | 0.0% | 0.01% | 0.0% | |
New | BUZZFEED INC CLASS A COMstock | $22,000 | – | 4,302 | +100.0% | 0.01% | – | |
RWR | SPDR DOW JONES REIT ETFetf | $19,000 | +11.8% | 162 | 0.0% | 0.01% | +25.0% | |
IYG | Buy | ISHARES U.S. FINANCIAL SERVICES ETFetf | $20,000 | +5.3% | 107 | +0.9% | 0.01% | 0.0% |
FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFetf | $21,000 | +16.7% | 159 | 0.0% | 0.01% | 0.0% | |
HSY | HERSHEY CO COMstock | $22,000 | +15.8% | 117 | 0.0% | 0.01% | 0.0% | |
GD | Buy | GENERAL DYNAMICS CORP COMstock | $19,000 | +90.0% | 93 | +66.1% | 0.01% | +66.7% |
ICSH | BLACKROCK ULTRA SHORT-TERM BOND ETFetf | $19,000 | 0.0% | 396 | 0.0% | 0.01% | 0.0% | |
ARCC | Buy | ARES CAPITAL CORP COMcef | $20,000 | +5.3% | 965 | +1.9% | 0.01% | 0.0% |
OKTA | OKTA INC CL Astock | $20,000 | -9.1% | 93 | 0.0% | 0.01% | -16.7% | |
PBI | PITNEY BOWES INC COMstock | $21,000 | -8.7% | 3,231 | 0.0% | 0.01% | -16.7% | |
EPP | Buy | ISHARES MSCI PACIFIC EX JAPAN ETFetf | $20,000 | 0.0% | 425 | +2.9% | 0.01% | 0.0% |
FFC | Buy | FLAHERTY & CRUMRINE PFD SECS I COMcef | $22,000 | 0.0% | 1,028 | +1.8% | 0.01% | -16.7% |
DOW | DOW INC COMstock | $20,000 | -4.8% | 369 | 0.0% | 0.01% | 0.0% | |
HPQ | HP INC COMstock | $21,000 | +40.0% | 578 | 0.0% | 0.01% | +25.0% | |
BDX | BECTON DICKINSON & CO COMstock | $19,000 | 0.0% | 77 | 0.0% | 0.01% | 0.0% | |
UL | Buy | UNILEVER PLC SPON ADR NEWadr | $21,000 | -4.5% | 408 | +0.5% | 0.01% | -16.7% |
STNG | SCORPIO TANKERS INC SHSstock | $20,000 | -31.0% | 1,588 | 0.0% | 0.01% | -28.6% | |
VGK | Buy | VANGUARD FTSE EUROPE ETFetf | $21,000 | +5.0% | 315 | +1.0% | 0.01% | 0.0% |
VEU | VANGUARD FTSE ALL-WORLD EX US INDEX FUNDetf | $20,000 | 0.0% | 334 | 0.0% | 0.01% | 0.0% | |
EVX | Buy | VANECK ENVIRONMENTAL SERVICES ETFetf | $22,000 | +10.0% | 146 | +0.7% | 0.01% | 0.0% |
EFX | EQUIFAX INC COMstock | $17,000 | +21.4% | 59 | 0.0% | 0.00% | 0.0% | |
EQL | ALPS EQUAL SECTOR WEIGHT ETFetf | $17,000 | +13.3% | 157 | 0.0% | 0.00% | 0.0% | |
AMX | Buy | AMERICA MOVIL SAB DE CV SPON ADR L SHSadr | $16,000 | +23.1% | 764 | +1.1% | 0.00% | +33.3% |
AVB | AVALONBAY CMNTYS INC COMreit | $16,000 | +14.3% | 65 | 0.0% | 0.00% | 0.0% | |
BCE | BCE INC COM NEWstock | $16,000 | +6.7% | 316 | 0.0% | 0.00% | 0.0% | |
BATH & BODY WORKS INC COMstock | $16,000 | +14.3% | 231 | 0.0% | 0.00% | 0.0% | ||
BIIB | BIOGEN INC COMstock | $16,000 | -11.1% | 67 | 0.0% | 0.00% | -20.0% | |
BCX | BLACKROCK RES & COMMODITIES ST SHScef | $15,000 | +7.1% | 1,640 | 0.0% | 0.00% | 0.0% | |
BR | BROADRIDGE FINL SOLUTIONS INC COMstock | $16,000 | +14.3% | 90 | 0.0% | 0.00% | 0.0% | |
BFB | BROWN FORMAN CORP CL Bstock | $17,000 | +13.3% | 237 | 0.0% | 0.00% | 0.0% | |
KMX | CARMAX INC COMstock | $16,000 | 0.0% | 128 | 0.0% | 0.00% | 0.0% | |
CTXS | Buy | CITRIX SYS INC COMstock | $15,000 | +7.1% | 164 | +23.3% | 0.00% | 0.0% |
CODI | New | COMPASS DIVERSIFIED SH BEN INTstock | $15,000 | – | 500 | +100.0% | 0.00% | – |
DRI | DARDEN RESTAURANTS INC COMstock | $16,000 | 0.0% | 108 | 0.0% | 0.00% | 0.0% | |
FBHS | FORTUNE BRANDS HOME & SEC INC COMstock | $17,000 | +13.3% | 168 | 0.0% | 0.00% | 0.0% | |
FOXA | FOX CORP CL A COMstock | $17,000 | -5.6% | 462 | 0.0% | 0.00% | -20.0% | |
GT | New | GOODYEAR TIRE & RUBR CO COMstock | $17,000 | – | 816 | +100.0% | 0.00% | – |
JBHT | HUNT J B TRANS SVCS INC COMstock | $17,000 | +21.4% | 85 | 0.0% | 0.00% | 0.0% | |
IIPR | INNOVATIVE INDL PPTYS INC COMreit | $15,000 | +15.4% | 57 | 0.0% | 0.00% | +33.3% | |
IFF | INTERNATIONAL FLAVORS&FRAGRANC COMstock | $15,000 | +15.4% | 102 | 0.0% | 0.00% | +33.3% | |
EWC | ISHARES MSCI CANADA ETFetf | $15,000 | +7.1% | 400 | 0.0% | 0.00% | 0.0% | |
KW | KENNEDY-WILSON HOLDINGS INC COMstock | $18,000 | +12.5% | 774 | 0.0% | 0.00% | 0.0% | |
MAR | Sell | MARRIOTT INTL INC NEW CL Astock | $15,000 | -58.3% | 97 | -60.7% | 0.00% | -55.6% |
MNST | MONSTER BEVERAGE CORP NEW COMstock | $15,000 | +7.1% | 159 | 0.0% | 0.00% | 0.0% | |
DIAX | Buy | NUVEEN DOW 30 DYNMC OVERWRT FD SHScef | $16,000 | +6.7% | 923 | +1.5% | 0.00% | 0.0% |
OTIS | OTIS WORLDWIDE CORP COMstock | $16,000 | +6.7% | 186 | 0.0% | 0.00% | 0.0% | |
O | Buy | REALTY INCOME CORP COMreit | $18,000 | +12.5% | 255 | +1.2% | 0.00% | 0.0% |
REG | REGENCY CTRS CORP COMreit | $18,000 | +5.9% | 254 | 0.0% | 0.00% | 0.0% | |
ROKU | ROKU INC COM CL Astock | $17,000 | -26.1% | 75 | 0.0% | 0.00% | -33.3% | |
JNK | SPDR BLOOMBERG HIGH YIELD BOND ETFetf | $15,000 | 0.0% | 141 | 0.0% | 0.00% | 0.0% | |
SCHA | SCHWAB U.S. SMALL-CAP ETFetf | $16,000 | 0.0% | 160 | 0.0% | 0.00% | 0.0% | |
XLU | Buy | UTILITIES SELECT SECTOR SPDR FUNDetf | $15,000 | +7.1% | 222 | +0.9% | 0.00% | 0.0% |
SHW | SHERWIN WILLIAMS CO COMstock | $16,000 | +23.1% | 47 | 0.0% | 0.00% | +33.3% | |
AOS | SMITH A O CORP COMstock | $16,000 | +45.5% | 195 | 0.0% | 0.00% | +33.3% | |
SMAR | SMARTSHEET INC COM CL Astock | $18,000 | +12.5% | 240 | 0.0% | 0.00% | 0.0% | |
SYF | SYNCHRONY FINANCIAL COMstock | $15,000 | -6.2% | 333 | 0.0% | 0.00% | 0.0% | |
SYY | SYSCO CORP COMstock | $18,000 | 0.0% | 232 | 0.0% | 0.00% | -20.0% | |
TRMB | TRIMBLE INC COMstock | $16,000 | +6.7% | 187 | 0.0% | 0.00% | 0.0% | |
VFC | V F CORP COMstock | $18,000 | +5.9% | 254 | 0.0% | 0.00% | 0.0% | |
VAW | VANGUARD MATERIALS INDEX FUNDetf | $15,000 | +15.4% | 78 | 0.0% | 0.00% | +33.3% | |
VRSK | VERISK ANALYTICS INC COMstock | $18,000 | +20.0% | 79 | 0.0% | 0.00% | 0.0% | |
VTRS | Sell | VIATRIS INC COMstock | $17,000 | 0.0% | 1,292 | -1.2% | 0.00% | 0.0% |
SPCE | Sell | VIRGIN GALACTIC HOLDINGS INC COMstock | $15,000 | -59.5% | 1,100 | -26.7% | 0.00% | -55.6% |
NFJ | VIRTUS DIVIDEND INTEREST & PR COMcef | $15,000 | +7.1% | 977 | 0.0% | 0.00% | 0.0% | |
VMC | Buy | VULCAN MATLS CO COMstock | $15,000 | +87.5% | 77 | +45.3% | 0.00% | +100.0% |
ETN | EATON CORP PLC SHSstock | $17,000 | +13.3% | 102 | 0.0% | 0.00% | 0.0% | |
WLTW | WILLIS TOWERS WATSON PLC LTD SHSstock | $17,000 | +6.2% | 73 | 0.0% | 0.00% | 0.0% | |
PRGO | PERRIGO CO PLC SHSstock | $16,000 | -20.0% | 432 | 0.0% | 0.00% | -20.0% | |
CHKP | CHECK POINT SOFTWARE TECH LTD ORDstock | $15,000 | 0.0% | 133 | 0.0% | 0.00% | 0.0% | |
TNK | TEEKAY TANKERS LTD CL Astock | $18,000 | -28.0% | 1,752 | 0.0% | 0.00% | -33.3% | |
VDC | VANGUARD CONSUMER STAPLES INDEX FUNDetf | $11,000 | +10.0% | 57 | 0.0% | 0.00% | 0.0% | |
MCO | MOODYS CORP COMstock | $12,000 | +9.1% | 32 | 0.0% | 0.00% | 0.0% | |
DUK | Sell | DUKE ENERGY CORP NEW COM NEWstock | $11,000 | -47.6% | 113 | -47.7% | 0.00% | -40.0% |
ILMN | ILLUMINA INC COMstock | $11,000 | -8.3% | 31 | 0.0% | 0.00% | 0.0% | |
FDIS | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETetf | $13,000 | +8.3% | 158 | 0.0% | 0.00% | 0.0% | |
HLT | HILTON WORLDWIDE HLDGS INC COMstock | $12,000 | +20.0% | 81 | 0.0% | 0.00% | 0.0% | |
MOO | VANECK AGRIBUSINESS ETFetf | $14,000 | 0.0% | 157 | 0.0% | 0.00% | -25.0% | |
SR | Buy | SPIRE INC COMstock | $14,000 | +7.7% | 222 | +1.4% | 0.00% | 0.0% |
TFC | TRUIST FINL CORP COMstock | $11,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
PTY | PIMCO CORPORATE & INCOME OPPOR COMcef | $11,000 | -8.3% | 700 | 0.0% | 0.00% | 0.0% | |
PSX | Buy | PHILLIPS 66 COMstock | $11,000 | +10.0% | 157 | +0.6% | 0.00% | 0.0% |
FEP | Buy | FIRST TRUST EUROPE ALPHADEX FUNDetf | $13,000 | +8.3% | 307 | +0.3% | 0.00% | 0.0% |
MU | MICRON TECHNOLOGY INC COMstock | $12,000 | +33.3% | 138 | 0.0% | 0.00% | +50.0% | |
UPWK | New | UPWORK INC COMstock | $14,000 | – | 429 | +100.0% | 0.00% | – |
FRC | FIRST REP BK SAN FRANCISCO CAL COMstock | $14,000 | +7.7% | 71 | 0.0% | 0.00% | 0.0% | |
UBER | UBER TECHNOLOGIES INC COMstock | $12,000 | -7.7% | 299 | 0.0% | 0.00% | 0.0% | |
U | UNITY SOFTWARE INC COMstock | $11,000 | +10.0% | 82 | 0.0% | 0.00% | 0.0% | |
SIRI | Buy | SIRIUS XM HOLDINGS INC COMstock | $13,000 | +8.3% | 2,097 | +0.3% | 0.00% | 0.0% |
SJNK | Buy | SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETFetf | $14,000 | 0.0% | 543 | +1.5% | 0.00% | -25.0% |
LAKE | LAKELAND INDS INC COMstock | $14,000 | +7.7% | 650 | 0.0% | 0.00% | 0.0% | |
CQP | Buy | CHENIERE ENERGY PARTNERS LP COM UNITstock | $11,000 | +10.0% | 261 | +1.6% | 0.00% | 0.0% |
SNOW | SNOWFLAKE INC CL Astock | $13,000 | +8.3% | 40 | 0.0% | 0.00% | 0.0% | |
X | UNITED STATES STL CORP NEW COMstock | $12,000 | 0.0% | 553 | 0.0% | 0.00% | 0.0% | |
QCLN | FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETFetf | $12,000 | +9.1% | 190 | 0.0% | 0.00% | 0.0% | |
FPF | Buy | FIRST TR INTER DURATN PFD & IN COMcef | $12,000 | 0.0% | 524 | +1.6% | 0.00% | 0.0% |
EGP | EASTGROUP PPTYS INC COMreit | $12,000 | +33.3% | 55 | 0.0% | 0.00% | +50.0% | |
JNPR | JUNIPER NETWORKS INC COMstock | $11,000 | +22.2% | 329 | 0.0% | 0.00% | +50.0% | |
XLE | Buy | ENERGY SELECT SECTOR SPDR FUNDetf | $14,000 | +7.7% | 261 | +1.2% | 0.00% | 0.0% |
SWBI | SMITH & WESSON BRANDS INC COMstock | $12,000 | -14.3% | 707 | 0.0% | 0.00% | -25.0% | |
FTV | FORTIVE CORP COMstock | $14,000 | +7.7% | 195 | 0.0% | 0.00% | 0.0% | |
ATVI | Sell | ACTIVISION BLIZZARD INC COMstock | $11,000 | -56.0% | 169 | -49.1% | 0.00% | -50.0% |
MSOS | Sell | ADVISORSHARES PURE US CANNABIS ETFetf | $14,000 | -22.2% | 573 | -3.4% | 0.00% | -40.0% |
NOC | NORTHROP GRUMMAN CORP COMstock | $11,000 | +10.0% | 29 | 0.0% | 0.00% | 0.0% | |
DTM | DT MIDSTREAM INC COMMON STOCKstock | $11,000 | +10.0% | 231 | 0.0% | 0.00% | 0.0% | |
AAON | AAON INC COM PAR $0.004stock | $13,000 | +18.2% | 173 | 0.0% | 0.00% | 0.0% | |
BIP | BROOKFIELD INFRAST PARTNERS LP LP INT UNITstock | $12,000 | +9.1% | 200 | 0.0% | 0.00% | 0.0% | |
UHAL | AMERCO COMstock | $13,000 | +18.2% | 18 | 0.0% | 0.00% | 0.0% | |
GPS | Buy | GAP INC COMstock | $11,000 | -15.4% | 615 | +0.2% | 0.00% | 0.0% |
EQR | EQUITY RESIDENTIAL SH BEN INTreit | $12,000 | +9.1% | 140 | 0.0% | 0.00% | 0.0% | |
NAC | Buy | NUVEEN CA QUALTY MUN INCOME FD COMcef | $12,000 | 0.0% | 784 | +1.0% | 0.00% | 0.0% |
DOV | DOVER CORP COMstock | $11,000 | +10.0% | 66 | 0.0% | 0.00% | 0.0% | |
RHP | New | RYMAN HOSPITALITY PPTYS INC COMreit | $11,000 | – | 130 | +100.0% | 0.00% | – |
ETSY | ETSY INC COMstock | $11,000 | +10.0% | 50 | 0.0% | 0.00% | 0.0% | |
LII | LENNOX INTL INC COMstock | $12,000 | +9.1% | 39 | 0.0% | 0.00% | 0.0% | |
ROST | ROSS STORES INC COMstock | $13,000 | +8.3% | 115 | 0.0% | 0.00% | 0.0% | |
XLNX | XILINX INC COMstock | $12,000 | +50.0% | 57 | 0.0% | 0.00% | +50.0% | |
AZN | ASTRAZENECA PLC SPONSORED ADRadr | $14,000 | 0.0% | 244 | 0.0% | 0.00% | -25.0% | |
NI | Buy | NISOURCE INC COMstock | $11,000 | +22.2% | 400 | +0.3% | 0.00% | +50.0% |
RHI | ROBERT HALF INTL INC COMstock | $13,000 | +8.3% | 121 | 0.0% | 0.00% | 0.0% | |
TXT | TEXTRON INC COMstock | $14,000 | +7.7% | 191 | 0.0% | 0.00% | 0.0% | |
BJ | BJS WHSL CLUB HLDGS INC COMstock | $12,000 | +20.0% | 187 | 0.0% | 0.00% | 0.0% | |
BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADRadr | $13,000 | -13.3% | 2,347 | 0.0% | 0.00% | -25.0% | |
VV | VANGUARD LARGE-CAP INDEX FUNDetf | $13,000 | +8.3% | 63 | 0.0% | 0.00% | 0.0% | |
MSI | MOTOROLA SOLUTIONS INC COM NEWstock | $13,000 | +18.2% | 51 | 0.0% | 0.00% | 0.0% | |
IXC | ISHARES GLOBAL ENERGY ETFetf | $9,000 | 0.0% | 364 | 0.0% | 0.00% | 0.0% | |
HES | HESS CORP COMstock | $8,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% | |
IEFN | Buy | ISHARES EVOLVED U.S. FINANCIALS ETFetf | $7,000 | 0.0% | 223 | +0.9% | 0.00% | 0.0% |
OXY | Sell | OCCIDENTAL PETE CORP COMstock | $9,000 | -25.0% | 317 | -24.0% | 0.00% | -33.3% |
MTCH | Sell | MATCH GROUP INC NEW COMstock | $10,000 | -81.1% | 78 | -76.9% | 0.00% | -85.7% |
GAB | GABELLI EQUITY TR INC COMcef | $8,000 | +14.3% | 1,200 | 0.0% | 0.00% | 0.0% | |
SEDG | SOLAREDGE TECHNOLOGIES INC COMstock | $7,000 | +16.7% | 25 | 0.0% | 0.00% | 0.0% | |
SRNE | SORRENTO THERAPEUTICS INC COM NEWstock | $7,000 | -36.4% | 1,451 | 0.0% | 0.00% | -33.3% | |
LUV | SOUTHWEST AIRLS CO COMstock | $10,000 | -16.7% | 252 | 0.0% | 0.00% | -33.3% | |
SPB | New | SPECTRUM BRANDS HLDGS INC NEW COMstock | $10,000 | – | 100 | +100.0% | 0.00% | – |
CTSO | CYTOSORBENTS CORP COM NEWstock | $8,000 | -50.0% | 2,020 | 0.0% | 0.00% | -50.0% | |
LNC | LINCOLN NATL CORP IND COMstock | $10,000 | 0.0% | 149 | 0.0% | 0.00% | -33.3% | |
BEN | FRANKLIN RESOURCES INC COMstock | $7,000 | +16.7% | 218 | 0.0% | 0.00% | 0.0% | |
FOX | FOX CORP CL B COMstock | $9,000 | -10.0% | 271 | 0.0% | 0.00% | -33.3% | |
AOK | ISHARES CORE CONSERVATIVE ALLOCATION ETFetf | $10,000 | 0.0% | 270 | 0.0% | 0.00% | -33.3% | |
TPR | Buy | TAPESTRY INC COMstock | $7,000 | 0.0% | 195 | +1.0% | 0.00% | 0.0% |
GHY | Buy | PGIM GLOBAL HIGH YIELD FD FORM COMcef | $7,000 | 0.0% | 506 | +2.0% | 0.00% | 0.0% |
TDOC | Buy | TELADOC HEALTH INC COMstock | $10,000 | +900.0% | 110 | +900.0% | 0.00% | – |
LUMN | Buy | LUMEN TECHNOLOGIES INC COMstock | $7,000 | 0.0% | 589 | +1.6% | 0.00% | 0.0% |
PKG | PACKAGING CORP AMER COMstock | $10,000 | 0.0% | 77 | 0.0% | 0.00% | -33.3% | |
IYJ | ISHARES U.S. INDUSTRIALS ETFetf | $10,000 | +11.1% | 90 | 0.0% | 0.00% | 0.0% | |
CHD | Sell | CHURCH & DWIGHT CO INC COMstock | $7,000 | -82.5% | 70 | -85.8% | 0.00% | -80.0% |
UAA | UNDER ARMOUR INC CL Astock | $8,000 | 0.0% | 401 | 0.0% | 0.00% | 0.0% | |
PENN | Buy | PENN NATL GAMING INC COMstock | $7,000 | +40.0% | 155 | +89.0% | 0.00% | +100.0% |
UAL | UNITED AIRLS HLDGS INC COMstock | $10,000 | -9.1% | 233 | 0.0% | 0.00% | -33.3% | |
CNC | CENTENE CORP DEL COMstock | $10,000 | +42.9% | 126 | 0.0% | 0.00% | 0.0% | |
CGC | Buy | CANOPY GROWTH CORP COMstock | $7,000 | -36.4% | 838 | +0.2% | 0.00% | -33.3% |
FIS | FIDELITY NATL INFORMATION SVCS COMstock | $10,000 | -9.1% | 93 | 0.0% | 0.00% | -33.3% | |
IP | INTERNATIONAL PAPER CO COMstock | $9,000 | -10.0% | 195 | 0.0% | 0.00% | -33.3% | |
GGG | GRACO INC COMstock | $8,000 | +14.3% | 102 | 0.0% | 0.00% | 0.0% | |
BIV | VANGUARD INTERMEDIATE-TERM BOND INDEX FUNDetf | $7,000 | -12.5% | 91 | 0.0% | 0.00% | 0.0% | |
CZR | Sell | CAESARS ENTERTAINMENT INC NEW COMstock | $9,000 | -85.2% | 100 | -81.8% | 0.00% | -87.5% |
IR | INGERSOLL RAND INC COMstock | $7,000 | +40.0% | 116 | 0.0% | 0.00% | +100.0% | |
INDB | Buy | INDEPENDENT BK CORP MASS COMstock | $8,000 | 0.0% | 109 | +0.9% | 0.00% | 0.0% |
BXMT | Buy | BLACKSTONE MTG TR INC COM CL Areit | $8,000 | 0.0% | 284 | +1.8% | 0.00% | 0.0% |
VXF | VANGUARD EXTENDED MARKET INDEX FUNDetf | $10,000 | 0.0% | 56 | 0.0% | 0.00% | -33.3% | |
BNY | Buy | BLACKROCK N Y MUN INCOME TRUST SH BEN INTcef | $7,000 | -12.5% | 535 | +1.1% | 0.00% | 0.0% |
BNTX | BIONTECH SE SPONSORED ADSadr | $10,000 | -9.1% | 41 | 0.0% | 0.00% | -33.3% | |
BIO | BIO RAD LABS INC CL Astock | $9,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
DGX | QUEST DIAGNOSTICS INC COMstock | $8,000 | +14.3% | 52 | 0.0% | 0.00% | 0.0% | |
VKTX | VIKING THERAPEUTICS INC COMstock | $8,000 | -20.0% | 1,730 | 0.0% | 0.00% | -33.3% | |
SDOG | ALPS SECTOR DIVIDEND DOGS ETFetf | $8,000 | +14.3% | 155 | 0.0% | 0.00% | 0.0% | |
EXLS | EXLSERVICE HOLDINGS INC COMstock | $10,000 | +25.0% | 70 | 0.0% | 0.00% | 0.0% | |
VG | VONAGE HLDGS CORP COMstock | $8,000 | +33.3% | 423 | 0.0% | 0.00% | 0.0% | |
PSCT | INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIOetf | $9,000 | +12.5% | 59 | 0.0% | 0.00% | 0.0% | |
DHT | DHT HOLDINGS INC SHS NEWstock | $9,000 | -18.2% | 1,798 | 0.0% | 0.00% | -33.3% | |
MAQC | New | MAQUIA CAPITAL ACQUISITION CRP CLASS A COMstock | $9,000 | – | 900 | +100.0% | 0.00% | – |
WAB | WABTEC COMstock | $7,000 | +16.7% | 81 | 0.0% | 0.00% | 0.0% | |
AVY | AVERY DENNISON CORP COMstock | $10,000 | 0.0% | 49 | 0.0% | 0.00% | -33.3% | |
WAT | WATERS CORP COMstock | $8,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
NKLA | Sell | NIKOLA CORP COMstock | $10,000 | -16.7% | 1,000 | -16.7% | 0.00% | -33.3% |
ALV | AUTOLIV INC COMstock | $9,000 | +28.6% | 90 | 0.0% | 0.00% | 0.0% | |
ESGU | ISHARES ESG AWARE MSCI USA ETFetf | $10,000 | +11.1% | 94 | 0.0% | 0.00% | 0.0% | |
ZBH | ZIMMER BIOMET HOLDINGS INC COMstock | $10,000 | -16.7% | 83 | 0.0% | 0.00% | -33.3% | |
IT | GARTNER INC COMstock | $7,000 | +16.7% | 23 | 0.0% | 0.00% | 0.0% | |
ETR | ENTERGY CORP NEW COMstock | $7,000 | +16.7% | 65 | 0.0% | 0.00% | 0.0% | |
A | AGILENT TECHNOLOGIES INC COMstock | $9,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% | |
ECL | ECOLAB INC COMstock | $7,000 | +16.7% | 32 | 0.0% | 0.00% | 0.0% | |
NCLH | NORWEGIAN CRUISE LINE HLDG LTD SHSstock | $8,000 | -20.0% | 395 | 0.0% | 0.00% | -33.3% | |
TBLA | TABOOLA.COM LTD ORD SHSstock | $7,000 | -12.5% | 982 | 0.0% | 0.00% | 0.0% | |
SPOT | Sell | SPOTIFY TECHNOLOGY S A SHSstock | $8,000 | -27.3% | 37 | -26.0% | 0.00% | -33.3% |
TOTL | SPDR DOUBLELINE TOTAL RETURN TACTICAL ETFetf | $9,000 | 0.0% | 201 | 0.0% | 0.00% | 0.0% | |
EPR | EPR PPTYS COM SH BEN INTreit | $10,000 | -9.1% | 225 | 0.0% | 0.00% | -33.3% | |
HOLX | HOLOGIC INC COMstock | $9,000 | 0.0% | 130 | 0.0% | 0.00% | 0.0% | |
HSIC | HENRY SCHEIN INC COMstock | $9,000 | +12.5% | 118 | 0.0% | 0.00% | 0.0% | |
EWZ | Buy | ISHARES MSCI BRAZIL ETFetf | $8,000 | -11.1% | 300 | +1.0% | 0.00% | 0.0% |
AJG | GALLAGHER ARTHUR J & CO COMstock | $7,000 | +16.7% | 45 | 0.0% | 0.00% | 0.0% | |
FANG | DIAMONDBACK ENERGY INC COMstock | $8,000 | +14.3% | 82 | 0.0% | 0.00% | 0.0% | |
JFR | Buy | NUVEEN FLOATING RATE INCOME FD COMcef | $9,000 | 0.0% | 939 | +1.7% | 0.00% | 0.0% |
NTR | NUTRIEN LTD COMstock | $7,000 | +16.7% | 98 | 0.0% | 0.00% | 0.0% | |
BSX | BOSTON SCIENTIFIC CORP COMstock | $3,000 | 0.0% | 88 | 0.0% | 0.00% | 0.0% | |
LJPC | LA JOLLA PHARMACEUTICAL CO COMstock | $4,000 | 0.0% | 1,045 | 0.0% | 0.00% | 0.0% | |
GL | GLOBE LIFE INC COMstock | $4,000 | +33.3% | 44 | 0.0% | 0.00% | 0.0% | |
APRN | BLUE APRON HLDGS INC CL A NEWstock | $3,000 | -25.0% | 606 | 0.0% | 0.00% | 0.0% | |
PRN | INVESCO DWA INDUSTRIALS MOMENTUM ETFetf | $4,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% | |
MQY | BLACKROCK MUNIYILD QULT FD INC COMcef | $4,000 | 0.0% | 299 | 0.0% | 0.00% | 0.0% | |
TLRY | Sell | TILRAY INC COM CL 2stock | $5,000 | -50.0% | 804 | -12.2% | 0.00% | -66.7% |
ESTC | ELASTIC N V ORD SHSstock | $3,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
DISH | DISH NETWORK CORPORATION CL Astock | $6,000 | -33.3% | 209 | 0.0% | 0.00% | -50.0% | |
LMND | LEMONADE INC COMstock | $4,000 | -33.3% | 95 | 0.0% | 0.00% | -50.0% | |
OKE | ONEOK INC NEW COMstock | $3,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% | |
KRE | SPDR S&P REGIONAL BANKING ETFetf | $3,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
VNE | VEONEER INC COMstock | $3,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% | |
WRB | BERKLEY W R CORP COMstock | $3,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% | |
NYCB | Buy | NEW YORK CMNTY BANCORP INC COMstock | $6,000 | -14.3% | 556 | +0.7% | 0.00% | -50.0% |
NWL | Buy | NEWELL BRANDS INC COMstock | $6,000 | 0.0% | 299 | +1.0% | 0.00% | -50.0% |
MBB | ISHARES MBS ETFetf | $5,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
BEAM | BEAM THERAPEUTICS INC COMstock | $3,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
NAD | NUVEEN QUALITY MUNCP INCOME FD COMcef | $6,000 | 0.0% | 393 | 0.0% | 0.00% | -50.0% | |
KEYS | KEYSIGHT TECHNOLOGIES INC COMstock | $5,000 | +25.0% | 25 | 0.0% | 0.00% | 0.0% | |
HUBB | HUBBELL INC COMstock | $6,000 | +20.0% | 33 | 0.0% | 0.00% | 0.0% | |
New | VICTORIAS SECRET AND CO COMMON STOCKstock | $4,000 | – | 76 | +100.0% | 0.00% | – | |
MJ | ETFMG ALTERNATIVE HARVEST ETFetf | $3,000 | -25.0% | 334 | 0.0% | 0.00% | 0.0% | |
IHE | ISHARES U.S. PHARMACEUTICALS ETFetf | $5,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
KR | KROGER CO COMstock | $5,000 | +25.0% | 123 | 0.0% | 0.00% | 0.0% | |
VC | VISTEON CORP COM NEWstock | $4,000 | +33.3% | 38 | 0.0% | 0.00% | 0.0% | |
COMT | Buy | ISHARES COMMODITIES SELECT STRATEGY ETFetf | $6,000 | 0.0% | 196 | +9.5% | 0.00% | -50.0% |
BKU | Buy | BANKUNITED INC COMstock | $4,000 | 0.0% | 102 | +1.0% | 0.00% | 0.0% |
CNCR | LONCAR CANCER IMMUNOTHERAPY ETFetf | $3,000 | -25.0% | 139 | 0.0% | 0.00% | 0.0% | |
SIFY | SIFY TECHNOLOGIES LTD SPONSORED ADSadr | $4,000 | 0.0% | 1,380 | 0.0% | 0.00% | 0.0% | |
CFR | CULLEN FROST BANKERS INC COMstock | $4,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
MANH | MANHATTAN ASSOCIATES INC COMstock | $4,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
IAU | ISHARES GOLD TRUSTetf | $4,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% | |
CEM | Buy | CLEARBRIDGE MLP AND MIDSTRM FD COMcef | $3,000 | -25.0% | 150 | +1.4% | 0.00% | 0.0% |
TAN | Sell | INVESCO SOLAR ETFetf | $4,000 | -33.3% | 63 | -22.2% | 0.00% | -50.0% |
MKC | MCCORMICK & CO INC COM NON VTGstock | $4,000 | +33.3% | 42 | 0.0% | 0.00% | 0.0% | |
RFV | INVESCO S&P MIDCAP 400 PURE VALUE ETFetf | $3,000 | +50.0% | 31 | 0.0% | 0.00% | 0.0% | |
GLO | CLOUGH GLOBAL OPPORTUNITIES FD SH BEN INTcef | $4,000 | -20.0% | 463 | 0.0% | 0.00% | 0.0% | |
DBX | New | DROPBOX INC CL Astock | $4,000 | – | 200 | +100.0% | 0.00% | – |
ES | EVERSOURCE ENERGY COMstock | $6,000 | +20.0% | 73 | 0.0% | 0.00% | 0.0% | |
PNQI | INVESCO NASDAQ INTERNET ETFetf | $6,000 | -14.3% | 32 | 0.0% | 0.00% | -50.0% | |
NXRT | Buy | NEXPOINT RESIDENTIAL TR INC COMreit | $6,000 | +50.0% | 73 | +1.4% | 0.00% | 0.0% |
GPC | GENUINE PARTS CO COMstock | $5,000 | +25.0% | 41 | 0.0% | 0.00% | 0.0% | |
AZO | AUTOZONE INC COMstock | $4,000 | +33.3% | 2 | 0.0% | 0.00% | 0.0% | |
MMU | WESTERN ASSET MANAGED MUNS FD COMcef | $3,000 | -25.0% | 301 | 0.0% | 0.00% | 0.0% | |
SBI | WESTERN ASSET INTER MUNI FD IN COMcef | $4,000 | 0.0% | 483 | 0.0% | 0.00% | 0.0% | |
SSB | SOUTHSTATE CORPORATION COMstock | $6,000 | 0.0% | 82 | 0.0% | 0.00% | -50.0% | |
HAL | HALLIBURTON CO COMstock | $5,000 | +25.0% | 221 | 0.0% | 0.00% | 0.0% | |
DLTR | DOLLAR TREE INC COMstock | $3,000 | +50.0% | 28 | 0.0% | 0.00% | 0.0% | |
IAC | IAC INTERACTIVECORP NEW COM NEWstock | $3,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
ATO | ATMOS ENERGY CORP COMstock | $3,000 | +50.0% | 30 | 0.0% | 0.00% | 0.0% | |
PPG | PPG INDS INC COMstock | $3,000 | +50.0% | 19 | 0.0% | 0.00% | 0.0% | |
ROK | ROCKWELL AUTOMATION INC COMstock | $4,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
WCLD | WISDOMTREE CLOUD COMPUTING FUNDetf | $5,000 | 0.0% | 103 | 0.0% | 0.00% | 0.0% | |
MKL | MARKEL CORP COMstock | $6,000 | +20.0% | 5 | 0.0% | 0.00% | 0.0% | |
ROL | ROLLINS INC COMstock | $3,000 | 0.0% | 98 | 0.0% | 0.00% | 0.0% | |
MARA | MARATHON DIGITAL HOLDINGS INC COMstock | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
TDC | TERADATA CORP DEL COMstock | $4,000 | -33.3% | 111 | 0.0% | 0.00% | -50.0% | |
GIM | TEMPLETON GLOBAL INCOME FD COMcef | $3,000 | 0.0% | 650 | 0.0% | 0.00% | 0.0% | |
VMO | INVESCO MUN OPPORTUNITY TR COMcef | $3,000 | 0.0% | 254 | 0.0% | 0.00% | 0.0% | |
XSPA | XPRESSPA GROUP INC COMstock | $3,000 | +50.0% | 1,500 | 0.0% | 0.00% | 0.0% | |
NTRS | NORTHERN TR CORP COMstock | $3,000 | +50.0% | 26 | 0.0% | 0.00% | 0.0% | |
IBIO | IBIO INC COM NEWstock | $3,000 | -57.1% | 6,790 | 0.0% | 0.00% | -50.0% | |
LFVN | LIFEVANTAGE CORP COM NEWstock | $3,000 | 0.0% | 572 | 0.0% | 0.00% | 0.0% | |
TDY | TELEDYNE TECHNOLOGIES INC COMstock | $3,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
ZTS | ZOETIS INC CL Astock | $5,000 | +25.0% | 22 | 0.0% | 0.00% | 0.0% | |
AOUT | AMERICAN OUTDOOR BRANDS INC COMstock | $3,000 | -25.0% | 174 | 0.0% | 0.00% | 0.0% | |
STZ | CONSTELLATION BRANDS INC CL Astock | $3,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
ALLE | ALLEGION PLC ORD SHSstock | $5,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% | |
AEO | AMERICAN EAGLE OUTFITTERS INC COMstock | $5,000 | 0.0% | 213 | 0.0% | 0.00% | 0.0% | |
HBI | Buy | HANESBRANDS INC COMstock | $4,000 | +100.0% | 293 | +142.1% | 0.00% | 0.0% |
NOW | SERVICENOW INC COMstock | $5,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
ADS | ALLIANCE DATA SYSTEMS CORP COMstock | $4,000 | -33.3% | 60 | 0.0% | 0.00% | -50.0% | |
PGTI | PGT INNOVATIONS INC COMstock | $5,000 | +25.0% | 258 | 0.0% | 0.00% | 0.0% | |
CMCL | CALEDONIA MNG CORP PLC SHS NEWstock | $6,000 | -14.3% | 600 | 0.0% | 0.00% | -50.0% | |
FOCS | FOCUS FINL PARTNERS INC COM CL Astock | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
CPLP | CAPITAL PRODUCT PARTNERS L P PARTNERSHP UNITSstock | $6,000 | +20.0% | 400 | 0.0% | 0.00% | 0.0% | |
DOCU | Sell | DOCUSIGN INC COMstock | $5,000 | -96.4% | 36 | -93.3% | 0.00% | -97.1% |
ALK | ALASKA AIR GROUP INC COMstock | $5,000 | -16.7% | 111 | 0.0% | 0.00% | -50.0% | |
KBR | KBR INC COMstock | $4,000 | +33.3% | 90 | 0.0% | 0.00% | 0.0% | |
EGAN | EGAIN CORP COM NEWstock | $5,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
AKRO | New | AKERO THERAPEUTICS INC COMstock | $4,000 | – | 203 | +100.0% | 0.00% | – |
UAMY | UNITED STATES ANTIMONY CORP COMstock | $3,000 | -50.0% | 7,143 | 0.0% | 0.00% | -50.0% | |
PBCT | PEOPLES UNITED FINANCIAL INC COMstock | $5,000 | 0.0% | 319 | 0.0% | 0.00% | 0.0% | |
PKI | PERKINELMER INC COMstock | $3,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
ULTA | ULTA BEAUTY INC COMstock | $5,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
USB | US BANCORP DEL COM NEWstock | $5,000 | 0.0% | 98 | 0.0% | 0.00% | 0.0% | |
SCHH | SCHWAB U.S. REIT ETFetf | $4,000 | +33.3% | 80 | 0.0% | 0.00% | 0.0% | |
PBA | PEMBINA PIPELINE CORP COMstock | $3,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% | |
KMI | KINDER MORGAN INC DEL COMstock | $3,000 | 0.0% | 233 | 0.0% | 0.00% | 0.0% | |
IYY | ISHARES DOW JONES U.S. ETFetf | $4,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
CHWY | CHEWY INC CL Astock | $5,000 | -16.7% | 100 | 0.0% | 0.00% | -50.0% | |
FEN | FIRST TR ENERGY INCOME & GROWT COMcef | $3,000 | 0.0% | 222 | 0.0% | 0.00% | 0.0% | |
SAVA | Sell | CASSAVA SCIENCES INC COMstock | $3,000 | -75.0% | 78 | -61.6% | 0.00% | -66.7% |
PDI | New | PIMCO DYNAMIC INCOME FD SHScef | $4,000 | – | 163 | +100.0% | 0.00% | – |
AFRM | Sell | AFFIRM HLDGS INC COM CL Astock | $4,000 | -89.5% | 41 | -87.2% | 0.00% | -90.0% |
SONY | SONY GROUP CORPORATION SPONSORED ADRadr | $4,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
FISV | FISERV INC COMstock | $6,000 | 0.0% | 60 | 0.0% | 0.00% | -50.0% | |
SPSB | SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFetf | $5,000 | 0.0% | 185 | 0.0% | 0.00% | 0.0% | |
VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUNDetf | $5,000 | +25.0% | 30 | 0.0% | 0.00% | 0.0% | |
PAA | Sell | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTNstock | $5,000 | -79.2% | 608 | -74.8% | 0.00% | -83.3% |
FHLC | FIDELITY MSCI HEALTH CARE INDEX ETFetf | $5,000 | 0.0% | 86 | 0.0% | 0.00% | 0.0% | |
CP | New | CANADIAN PAC RY LTD COMstock | $3,000 | – | 46 | +100.0% | 0.00% | – |
TAP | MOLSON COORS BEVERAGE CO CL Bstock | $3,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% | |
EEMA | ISHARES MSCI EMERGING MARKETS ASIA INDEX FUNDetf | $6,000 | 0.0% | 75 | 0.0% | 0.00% | -50.0% | |
PFG | PRINCIPAL FINANCIAL GROUP INC COMstock | $3,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
NVT | NVENT ELECTRIC PLC SHSstock | $3,000 | +50.0% | 84 | 0.0% | 0.00% | 0.0% | |
CSQ | Buy | CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INTcef | $5,000 | +25.0% | 262 | +1.9% | 0.00% | 0.0% |
GOVT | Buy | ISHARES U.S. TREASURY BOND ETFetf | $5,000 | 0.0% | 201 | +0.5% | 0.00% | 0.0% |
JBLU | JETBLUE AWYS CORP COMstock | $3,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
PLTR | Sell | PALANTIR TECHNOLOGIES INC CL Astock | $4,000 | -60.0% | 246 | -43.1% | 0.00% | -66.7% |
CMS | CMS ENERGY CORP COMstock | $3,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
TSCO | TRACTOR SUPPLY CO COMstock | $4,000 | +33.3% | 18 | 0.0% | 0.00% | 0.0% | |
GDEN | GOLDEN ENTMT INC COMstock | $3,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% | |
PNR | PENTAIR PLC SHSstock | $6,000 | 0.0% | 93 | 0.0% | 0.00% | -50.0% | |
CBRE | CBRE GROUP INC CL Astock | $4,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
PTC | PTC INC COMstock | $4,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
MOS | MOSAIC CO NEW COMstock | $6,000 | 0.0% | 173 | 0.0% | 0.00% | -50.0% | |
TYG | TORTOISE ENERGY INFRA CORP COMcef | $5,000 | 0.0% | 187 | 0.0% | 0.00% | 0.0% | |
SCZ | ISHARES MSCI EAFE SMALL-CAP ETFetf | $5,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% | |
BC | BRUNSWICK CORP COMstock | $3,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
NCR | NCR CORP NEW COMstock | $3,000 | 0.0% | 98 | 0.0% | 0.00% | 0.0% | |
KLAC | KLA CORP COM NEWstock | $3,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
FDS | FACTSET RESH SYS INC COMstock | $3,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
VTR | VENTAS INC COMreit | $5,000 | -16.7% | 109 | 0.0% | 0.00% | -50.0% | |
LEG | LEGGETT & PLATT INC COMstock | $3,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
BOX | New | BOX INC CL Astock | $5,000 | – | 200 | +100.0% | 0.00% | – |
IVZ | INVESCO LTD SHSstock | $0 | – | 6 | 0.0% | 0.00% | – | |
KYN | Buy | KAYNE ANDERSON ENERGY INFRSTR COMcef | $0 | – | 55 | +1.9% | 0.00% | – |
KMF | KAYNE ANDERSON NEXTGEN ENRGY COMcef | $0 | – | 131 | 0.0% | 0.00% | – | |
K | KELLOGG CO COMstock | $1,000 | 0.0% | 29 | 0.0% | 0.00% | – | |
KDP | KEURIG DR PEPPER INC COMstock | $0 | – | 25 | 0.0% | 0.00% | – | |
KEY | KEYCORP COMstock | $0 | – | 22 | 0.0% | 0.00% | – | |
IVR | INVESCO MORTGAGE CAPITAL INC COMreit | $2,000 | -33.3% | 1,000 | 0.0% | 0.00% | -100.0% | |
KIM | KIMCO RLTY CORP COMreit | $1,000 | 0.0% | 75 | 0.0% | 0.00% | – | |
KTB | KONTOOR BRANDS INC COMstock | $1,000 | 0.0% | 31 | 0.0% | 0.00% | – | |
KHC | Sell | KRAFT HEINZ CO COMstock | $2,000 | -50.0% | 79 | -40.2% | 0.00% | -100.0% |
LHX | L3HARRIS TECHNOLOGIES INC COMstock | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
LH | LABORATORY CORP AMER HLDGS COM NEWstock | $2,000 | +100.0% | 7 | 0.0% | 0.00% | – | |
INCY | INCYTE CORP COMstock | $0 | – | 2 | 0.0% | 0.00% | – | |
LW | LAMB WESTON HLDGS INC COMstock | $0 | – | 2 | 0.0% | 0.00% | – | |
LE | LANDS END INC NEW COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
IMGN | IMMUNOGEN INC COMstock | $0 | – | 67 | 0.0% | 0.00% | – | |
LDOS | LEIDOS HOLDINGS INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
TREE | LENDINGTREE INC NEW COMstock | $0 | – | 2 | 0.0% | 0.00% | – | |
LEN | LENNAR CORP CL Astock | $2,000 | +100.0% | 20 | 0.0% | 0.00% | – | |
BETZ | ROUNDHILL SPORTS BETTING & IGAMING ETFetf | $2,000 | 0.0% | 81 | 0.0% | 0.00% | -100.0% | |
LAD | LITHIA MTRS INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
L | LOEWS CORP COMstock | $1,000 | 0.0% | 29 | 0.0% | 0.00% | – | |
LITE | LUMENTUM HLDGS INC COMstock | $0 | – | 3 | 0.0% | 0.00% | – | |
HII | HUNTINGTON INGALLS INDS INC COMstock | $0 | – | 2 | 0.0% | 0.00% | – | |
MMT | MFS MULTIMARKET INCOME TR SH BEN INTcef | $2,000 | 0.0% | 400 | 0.0% | 0.00% | -100.0% | |
MIN | MFS INTER INCOME TR SH BEN INTcef | $1,000 | 0.0% | 500 | 0.0% | 0.00% | – | |
MGM | Buy | MGM RESORTS INTERNATIONAL COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
MKSI | MKS INSTRS INC COMstock | $0 | – | 3 | 0.0% | 0.00% | – | |
HBAN | HUNTINGTON BANCSHARES INC COMstock | $0 | – | 26 | 0.0% | 0.00% | – | |
MSGS | MADISON SQUARE GRDN SPRT CORP CL Astock | $0 | – | 4 | 0.0% | 0.00% | – | |
MSGE | MADISON SQUARE GRDN ENTERTNMNT CL Astock | $0 | – | 6 | 0.0% | 0.00% | – | |
HST | HOST HOTELS & RESORTS INC COMreit | $0 | – | 8 | 0.0% | 0.00% | – | |
MRO | MARATHON OIL CORP COMstock | $2,000 | 0.0% | 162 | 0.0% | 0.00% | -100.0% | |
HFC | HOLLYFRONTIER CORP COMstock | $0 | – | 2 | 0.0% | 0.00% | – | |
MLM | MARTIN MARIETTA MATLS INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
JKHY | HENRY JACK & ASSOC INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
HL | HECLA MNG CO COMstock | $0 | – | 102 | 0.0% | 0.00% | – | |
HOG | HARLEY DAVIDSON INC COMstock | $1,000 | 0.0% | 53 | 0.0% | 0.00% | – | |
MTD | METTLER TOLEDO INTERNATIONAL COMstock | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – | |
CIF | MFS INTER HIGH INCOME FD SH BEN INTcef | $1,000 | 0.0% | 386 | 0.0% | 0.00% | – | |
MICRO FOCUS INTL PLC SPON ADR NEWadr | $0 | – | 3 | 0.0% | 0.00% | – | ||
HCA | HCA HEALTHCARE INC COMstock | $2,000 | 0.0% | 9 | 0.0% | 0.00% | -100.0% | |
GRWG | GROWGENERATION CORP COMstock | $0 | -100.0% | 60 | 0.0% | 0.00% | – | |
GNLN | GREENLANE HLDGS INC CL Astock | $0 | – | 301 | 0.0% | 0.00% | – | |
GRBK | GREEN BRICK PARTNERS INC COMstock | $1,000 | – | 37 | 0.0% | 0.00% | – | |
IIF | MORGAN STANLEY INDIA INVT FD I COMcef | $1,000 | 0.0% | 42 | 0.0% | 0.00% | – | |
NOV | NOV INC COMstock | $0 | – | 48 | 0.0% | 0.00% | – | |
NGG | NATIONAL GRID PLC SPONSORED ADR NEadr | $2,000 | +100.0% | 31 | 0.0% | 0.00% | – | |
NGS | NATURAL GAS SVCS GROUP INC COMstock | $0 | – | 26 | 0.0% | 0.00% | – | |
QYLD | Buy | GLOBAL X NASDAQ 100 COVERED CALL ETFetf | $2,000 | 0.0% | 132 | +1.5% | 0.00% | -100.0% |
New | GLOBAL X AGTECH & FOOD INNOVATION ETFetf | $0 | – | 22 | +100.0% | 0.00% | – | |
NWSA | NEWS CORP NEW CL Astock | $0 | – | 28 | 0.0% | 0.00% | – | |
NWS | NEWS CORP NEW CL Bstock | $0 | – | 15 | 0.0% | 0.00% | – | |
GPN | GLOBAL PMTS INC COMstock | $2,000 | -33.3% | 22 | 0.0% | 0.00% | -100.0% | |
NHF | Sell | NEXPOINT DIVERSIFIED REL ET TR COM NEWcef | $0 | -100.0% | 38 | -49.3% | 0.00% | – |
NOK | NOKIA CORP SPONSORED ADRadr | $0 | – | 4 | 0.0% | 0.00% | – | |
GNRC | GENERAC HLDGS INC COMstock | $1,000 | -50.0% | 5 | 0.0% | 0.00% | -100.0% | |
NG | NOVAGOLD RES INC COM NEWstock | $0 | – | 140 | 0.0% | 0.00% | – | |
NOVN | NOVAN INC COM NEWstock | $1,000 | -50.0% | 269 | 0.0% | 0.00% | -100.0% | |
GTX | Sell | GARRETT MOTION INC COMstock | $0 | – | 38 | -7.3% | 0.00% | – |
GRX | GABELLI HLTHCARE & WELLNESS TR SHScef | $0 | – | 60 | 0.0% | 0.00% | – | |
GUT | GABELLI UTIL TR COMcef | $0 | – | 120 | 0.0% | 0.00% | – | |
ORLY | OREILLY AUTOMOTIVE INC COMstock | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
OTLY | OATLY GROUP AB SPONSORED ADSadr | $1,000 | -50.0% | 172 | 0.0% | 0.00% | -100.0% | |
OXYWS | New | OCCIDENTAL PETE CORP WT EXP 080327stock | $0 | – | 37 | +100.0% | 0.00% | – |
FCX | FREEPORT-MCMORAN INC CL Bstock | $0 | – | 10 | 0.0% | 0.00% | – | |
OHI | Buy | OMEGA HEALTHCARE INVS INC COMreit | $1,000 | 0.0% | 64 | +1.6% | 0.00% | – |
OPEN | OPENDOOR TECHNOLOGIES INC COMstock | $0 | – | 21 | 0.0% | 0.00% | – | |
PBF | PBF ENERGY INC CL Astock | $2,000 | 0.0% | 160 | 0.0% | 0.00% | -100.0% | |
PJT | PJT PARTNERS INC COM CL Astock | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
FE | Buy | FIRSTENERGY CORP COMstock | $0 | – | 18 | +5.9% | 0.00% | – |
PNM | PNM RES INC COMstock | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
PPL | PPL CORP COMstock | $0 | – | 8 | 0.0% | 0.00% | – | |
PVH | PVH CORPORATION COMstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
PCAR | PACCAR INC COMstock | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
PEB | PEBBLEBROOK HOTEL TR COMreit | $0 | – | 4 | 0.0% | 0.00% | – | |
PAG | PENSKE AUTOMOTIVE GRP INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
FITB | FIFTH THIRD BANCORP COMstock | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – | |
FREL | Buy | FIDELITY MSCI REAL ESTATE INDEX ETFetf | $0 | – | 12 | +9.1% | 0.00% | – |
PCH | POTLATCHDELTIC CORPORATION COMreit | $0 | – | 1 | 0.0% | 0.00% | – | |
TROW | PRICE T ROWE GROUP INC COMstock | $0 | – | 4 | 0.0% | 0.00% | – | |
FSTA | FIDELITY MSCI CONSUMER STAPLES INDEX ETFetf | $2,000 | 0.0% | 55 | 0.0% | 0.00% | -100.0% | |
PGR | PROGRESSIVE CORP COMstock | $0 | – | 4 | 0.0% | 0.00% | – | |
FRT | FEDERAL RLTY INVT TR SH BEN INT NEWreit | $0 | – | 5 | 0.0% | 0.00% | – | |
TBT | PROSHARES ULTRASHORT 20 YEAR TREASURYetf | $2,000 | 0.0% | 150 | 0.0% | 0.00% | -100.0% | |
FXP | PROSHARES ULTRASHORT FTSE CHINA 50etf | $2,000 | 0.0% | 62 | 0.0% | 0.00% | -100.0% | |
SQQQ | PROSHARES ULTRAPRO SHORT QQQetf | $0 | – | 5 | 0.0% | 0.00% | – | |
FAST | FASTENAL CO COMstock | $0 | – | 6 | 0.0% | 0.00% | – | |
PSEC | PROSPECT CAP CORP COMcef | $0 | – | 2 | 0.0% | 0.00% | – | |
FMC | FMC CORP COM NEWstock | $2,000 | +100.0% | 19 | 0.0% | 0.00% | – | |
PSA | PUBLIC STORAGE COMreit | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
PHM | PULTE GROUP INC COMstock | $0 | – | 4 | 0.0% | 0.00% | – | |
EXR | EXTRA SPACE STORAGE INC COMreit | $0 | – | 2 | 0.0% | 0.00% | – | |
PWR | QUANTA SVCS INC COMstock | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
EXPR | EXPRESS INC COMstock | $1,000 | -50.0% | 440 | 0.0% | 0.00% | -100.0% | |
RMR | RMR GROUP INC CL Astock | $0 | – | 4 | 0.0% | 0.00% | – | |
EXPD | EXPEDITORS INTL WASH INC COMstock | $0 | – | 7 | 0.0% | 0.00% | – | |
EXPE | EXPEDIA GROUP INC COM NEWstock | $0 | – | 5 | 0.0% | 0.00% | – | |
EVGO | EVGO INC CL A COMstock | $0 | – | 33 | 0.0% | 0.00% | – | |
REGN | Sell | REGENERON PHARMACEUTICALS COMstock | $1,000 | -98.9% | 2 | -98.7% | 0.00% | -100.0% |
RMD | RESMED INC COMstock | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
REZI | Sell | RESIDEO TECHNOLOGIES INC COMstock | $1,000 | 0.0% | 62 | -7.5% | 0.00% | – |
REI | RING ENERGY INC COMstock | $0 | – | 8 | 0.0% | 0.00% | – | |
RBLX | Sell | ROBLOX CORP CL Astock | $0 | -100.0% | 8 | -98.0% | 0.00% | -100.0% |
ROP | ROPER TECHNOLOGIES INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
EVRG | EVERGY INC COMstock | $0 | – | 8 | 0.0% | 0.00% | – | |
RDSB | ROYAL DUTCH SHELL PLC SPON ADR Badr | $2,000 | 0.0% | 54 | 0.0% | 0.00% | -100.0% | |
EQIX | EQUINIX INC COMreit | $0 | – | 1 | 0.0% | 0.00% | – | |
SATS | ECHOSTAR CORP CL Astock | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
DRE | DUKE REALTY CORP COM NEWreit | $0 | – | 1 | 0.0% | 0.00% | – | |
SCHG | New | SCHWAB U.S. LARGE-CAP GROWTH ETFetf | $2,000 | – | 18 | +100.0% | 0.00% | – |
SCHV | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $0 | – | 1 | 0.0% | 0.00% | – | |
SCHP | Buy | SCHWAB U.S. TIPS ETFetf | $0 | – | 2 | +100.0% | 0.00% | – |
SEE | SEALED AIR CORP NEW COMstock | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
DISCK | Sell | DISCOVERY INC COM SER Cstock | $1,000 | -50.0% | 57 | -34.5% | 0.00% | -100.0% |
DISCA | DISCOVERY INC COM SER Astock | $0 | – | 6 | 0.0% | 0.00% | – | |
DBGI | DIGITAL BRANDS GROUP INC COMstock | $1,000 | 0.0% | 525 | 0.0% | 0.00% | – | |
DRH | DIAMONDROCK HOSPITALITY CO COMreit | $1,000 | 0.0% | 206 | 0.0% | 0.00% | – | |
DXCM | DEXCOM INC COMstock | $2,000 | 0.0% | 4 | 0.0% | 0.00% | -100.0% | |
SVC | SERVICE PPTYS TR COM SH BEN INTreit | $2,000 | -33.3% | 300 | 0.0% | 0.00% | -100.0% | |
XRAY | Sell | DENTSPLY SIRONA INC COMstock | $0 | -100.0% | 3 | -99.6% | 0.00% | -100.0% |
SPG | Sell | SIMON PPTY GROUP INC NEW COMreit | $2,000 | -96.8% | 14 | -97.1% | 0.00% | -100.0% |
DVA | DAVITA INC COMstock | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
SJM | SMUCKER J M CO COM NEWstock | $0 | – | 1 | 0.0% | 0.00% | – | |
SNA | SNAP ON INC COMstock | $0 | – | 2 | 0.0% | 0.00% | – | |
DXC | DXC TECHNOLOGY CO COMstock | $0 | – | 2 | 0.0% | 0.00% | – | |
DHI | D R HORTON INC COMstock | $0 | – | 3 | 0.0% | 0.00% | – | |
SWK | STANLEY BLACK & DECKER INC COMstock | $2,000 | +100.0% | 11 | 0.0% | 0.00% | – | |
CRON | CRONOS GROUP INC COMstock | $2,000 | 0.0% | 517 | 0.0% | 0.00% | -100.0% | |
STT | STATE STR CORP COMstock | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
CRSR | CORSAIR GAMING INC COMstock | $0 | – | 10 | 0.0% | 0.00% | – | |
CPRT | COPART INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
SPH | New | SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTNstock | $0 | – | 34 | +100.0% | 0.00% | – |
New | SYLVAMO CORP COMMON STOCKstock | $0 | – | 16 | +100.0% | 0.00% | – | |
SNPS | SYNOPSYS INC COMstock | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
COO | COOPER COS INC COM NEWstock | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
WISH | CONTEXTLOGIC INC COM CL Astock | $1,000 | -50.0% | 407 | 0.0% | 0.00% | -100.0% | |
TTWO | TAKE-TWO INTERACTIVE SOFTWARE COMstock | $0 | – | 2 | 0.0% | 0.00% | – | |
CRK | COMSTOCK RES INC COMstock | $0 | – | 10 | 0.0% | 0.00% | – | |
TFX | TELEFLEX INCORPORATED COMstock | $0 | – | 2 | 0.0% | 0.00% | – | |
TDF | TEMPLETON DRAGON FD INC COMcef | $1,000 | 0.0% | 107 | 0.0% | 0.00% | – | |
TER | TERADYNE INC COMstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
CMA | COMERICA INC COMstock | $0 | – | 9 | 0.0% | 0.00% | – | |
CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL Astock | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
CFG | CITIZENS FINL GROUP INC COMstock | $1,000 | 0.0% | 34 | 0.0% | 0.00% | – | |
CTAS | CINTAS CORP COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
TA | TRAVELCENTERS OF AMERICA INC COM NEWstock | $0 | – | 6 | 0.0% | 0.00% | – | |
TMQ | TRILOGY METALS INC NEW COMstock | $0 | – | 23 | 0.0% | 0.00% | – | |
TCOM | Sell | TRIP COM GROUP LTD ADSadr | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
TRMK | TRUSTMARK CORP COMstock | $2,000 | 0.0% | 81 | 0.0% | 0.00% | -100.0% | |
TYL | TYLER TECHNOLOGIES INC COMstock | $1,000 | – | 2 | 0.0% | 0.00% | – | |
TSN | TYSON FOODS INC CL Astock | $2,000 | 0.0% | 26 | 0.0% | 0.00% | -100.0% | |
UDR | UDR INC COMreit | $0 | – | 10 | 0.0% | 0.00% | – | |
UA | UNDER ARMOUR INC CL Cstock | $0 | – | 13 | 0.0% | 0.00% | – | |
LNG | CHENIERE ENERGY INC COM NEWstock | $0 | – | 2 | 0.0% | 0.00% | – | |
CC | CHEMOURS CO COMstock | $0 | – | 22 | 0.0% | 0.00% | – | |
URI | UNITED RENTALS INC COMstock | $0 | -100.0% | 3 | 0.0% | 0.00% | – | |
CHPT | CHARGEPOINT HOLDINGS INC COM CL Astock | $0 | – | 5 | 0.0% | 0.00% | – | |
CNP | CENTERPOINT ENERGY INC COMstock | $0 | – | 15 | 0.0% | 0.00% | – | |
UHS | UNIVERSAL HLTH SVCS INC CL Bstock | $0 | – | 3 | 0.0% | 0.00% | – | |
UONE | URBAN ONE INC CL Astock | $0 | -100.0% | 149 | 0.0% | 0.00% | – | |
VALE | VALE S A SPONSORED ADSadr | $2,000 | 0.0% | 170 | 0.0% | 0.00% | -100.0% | |
CTLT | Sell | CATALENT INC COMstock | $0 | -100.0% | 6 | -96.7% | 0.00% | -100.0% |
LOTZ | CARLOTZ INC COM CL Astock | $0 | – | 125 | 0.0% | 0.00% | – | |
PPH | VANECK PHARMACEUTICAL ETFetf | $2,000 | 0.0% | 32 | 0.0% | 0.00% | -100.0% | |
EMLC | VANECK J.P. MORGAN EM LOCAL CURRENCY BOND ETFetf | $0 | – | 19 | 0.0% | 0.00% | – | |
CAJ | CANON INC SPONSORED ADRadr | $2,000 | 0.0% | 104 | 0.0% | 0.00% | -100.0% | |
MGK | New | VANGUARD MEGA CAP GROWTH ETFetf | $2,000 | – | 8 | +100.0% | 0.00% | – |
IVOV | VANGUARD S&P MID-CAP 400 VALUE ETFetf | $0 | – | 5 | 0.0% | 0.00% | – | |
IVOG | VANGUARD S&P MID-CAP 400 GROWTH ETFetf | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
BLV | VANGUARD LONG-TERM BOND INDEX FUNDetf | $0 | – | 2 | 0.0% | 0.00% | – | |
CDNS | CADENCE DESIGN SYSTEM INC COMstock | $2,000 | +100.0% | 11 | 0.0% | 0.00% | – | |
CSX | CSX CORP COMstock | $0 | – | 8 | 0.0% | 0.00% | – | |
CHRW | C H ROBINSON WORLDWIDE INC COM NEWstock | $0 | – | 1 | 0.0% | 0.00% | – | |
CDW | CDW CORP COMstock | $2,000 | +100.0% | 10 | 0.0% | 0.00% | – | |
CDK | Sell | CDK GLOBAL INC COMstock | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
IGR | Buy | CBRE GBL REAL ESTATE INC FD COMcef | $2,000 | +100.0% | 224 | +1.8% | 0.00% | – |
CBOE | CBOE GLOBAL MKTS INC COMstock | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
BFA | BROWN FORMAN CORP CL Astock | $0 | – | 2 | 0.0% | 0.00% | – | |
BIPC | BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS Astock | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
VECO | VEECO INSTRS INC DEL COMstock | $2,000 | 0.0% | 100 | 0.0% | 0.00% | -100.0% | |
BHF | Buy | BRIGHTHOUSE FINL INC COMstock | $2,000 | 0.0% | 49 | +4.3% | 0.00% | -100.0% |
SAM | BOSTON BEER INC CL Astock | $0 | – | 1 | 0.0% | 0.00% | – | |
BWA | BORGWARNER INC COMstock | $0 | – | 19 | 0.0% | 0.00% | – | |
BB | BLACKBERRY LTD COMstock | $1,000 | 0.0% | 176 | 0.0% | 0.00% | – | |
BBBY | BED BATH & BEYOND INC COMstock | $0 | – | 10 | 0.0% | 0.00% | – | |
VRTV | VERITIV CORP COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
VIAV | VIAVI SOLUTIONS INC COMstock | $0 | – | 20 | 0.0% | 0.00% | – | |
GOLD | BARRICK GOLD CORP COMstock | $1,000 | 0.0% | 80 | 0.0% | 0.00% | – | |
SENS | Exit | SENSEONICS HLDGS INC COMstock | $0 | – | -50 | -100.0% | 0.00% | – |
DJP | IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETNetf | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – | |
BNS | BANK NOVA SCOTIA B C COMstock | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
VNT | VONTIER CORPORATION COMstock | $0 | – | 16 | 0.0% | 0.00% | – | |
VNO | New | VORNADO RLTY TR SH BEN INTreit | $2,000 | – | 63 | +100.0% | 0.00% | – |
BLL | BALL CORP COMstock | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
BKTI | BK TECHNOLOGIES CORPORATION COMstock | $0 | – | 82 | 0.0% | 0.00% | – | |
AVNS | Buy | AVANOS MED INC COMstock | $0 | – | 9 | +12.5% | 0.00% | – |
New | WEBER INC CL Astock | $1,000 | – | 100 | +100.0% | 0.00% | – | |
WB | WEIBO CORP SPONSORED ADRadr | $0 | – | 18 | 0.0% | 0.00% | – | |
WU | WESTERN UN CO COMstock | $0 | – | 33 | 0.0% | 0.00% | – | |
AN | AUTONATION INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
ACB | AURORA CANNABIS INC COMstock | $1,000 | 0.0% | 196 | 0.0% | 0.00% | – | |
ASRT | Sell | ASSERTIO HOLDINGS INC COM NEWstock | $0 | -100.0% | 250 | -85.7% | 0.00% | – |
New | ASHFORD HOSPITALITY TR INC COM SHSreit | $0 | – | 96 | +100.0% | 0.00% | – | |
WKHS | WORKHORSE GROUP INC COM NEWstock | $1,000 | -50.0% | 300 | 0.0% | 0.00% | -100.0% | |
ADM | ARCHER DANIELS MIDLAND CO COMstock | $0 | – | 10 | 0.0% | 0.00% | – | |
APA | APA CORPORATION COMstock | $2,000 | +100.0% | 80 | 0.0% | 0.00% | – | |
ANSS | ANSYS INC COMstock | $0 | – | 1 | 0.0% | 0.00% | – | |
BLOK | AMPLIFY TRANSFORMATIONAL DATA SHARING ETFetf | $0 | – | 20 | 0.0% | 0.00% | – | |
AME | AMETEK INC COMstock | $2,000 | +100.0% | 15 | 0.0% | 0.00% | – | |
ZION | ZIONS BANCORPORATION N A COMstock | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
ADNT | ADIENT PLC ORD SHSstock | $0 | – | 16 | 0.0% | 0.00% | – | |
APT | Sell | ALPHA PRO TECH LTD COMstock | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
ALGN | Sell | ALIGN TECHNOLOGY INC COMstock | $1,000 | -99.4% | 3 | -98.8% | 0.00% | -100.0% |
ALX | ALEXANDERS INC COMreit | $2,000 | 0.0% | 10 | 0.0% | 0.00% | -100.0% | |
JAZZ | JAZZ PHARMACEUTICALS PLC SHS USDstock | $2,000 | 0.0% | 19 | 0.0% | 0.00% | -100.0% | |
ASIX | ADVANSIX INC COMstock | $0 | – | 11 | 0.0% | 0.00% | – | |
NLSN | NIELSEN HLDGS PLC SHS EURstock | $1,000 | 0.0% | 94 | 0.0% | 0.00% | – | |
STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSstock | $0 | – | 5 | 0.0% | 0.00% | – | |
PRNT | Sell | THE 3D PRINTING ETFetf | $0 | – | 4 | -78.9% | 0.00% | – |
TEL | TE CONNECTIVITY LTD SHSstock | $2,000 | +100.0% | 13 | 0.0% | 0.00% | – | |
AMC | New | AMC ENTMT HLDGS INC CL A COMstock | $0 | – | 27 | +100.0% | 0.00% | – |
FVRR | Sell | FIVERR INTL LTD ORD SHSstock | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
NNOX | NANO X IMAGING LTD ORD SHSstock | $2,000 | -33.3% | 155 | 0.0% | 0.00% | -100.0% | |
SMWB | Sell | SIMILARWEB LTD SHSstock | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
AMCX | AMC NETWORKS INC CL Astock | $0 | – | 20 | 0.0% | 0.00% | – | |
AES | AES CORP COMstock | $1,000 | 0.0% | 81 | 0.0% | 0.00% | – | |
NETE | Exit | NET ELEMENT INC COMstock | $0 | – | -72 | -100.0% | 0.00% | – |
COPX | Exit | GLOBAL X COPPER MINERS ETFetf | $0 | – | -30 | -100.0% | 0.00% | – |
IEI | ISHARES 3-7 YEAR TREASURY BOND ETFetf | $2,000 | 0.0% | 18 | 0.0% | 0.00% | -100.0% | |
GSG | ISHARES GSCI COMMODITY-INDEXED TRUSTetf | $0 | – | 40 | 0.0% | 0.00% | – | |
IGE | Buy | ISHARES NORTH AMERICAN NATURAL RESOURCES ETFetf | $1,000 | 0.0% | 58 | +1.8% | 0.00% | – |
EWY | ISHARES MSCI SOUTH KOREA ETFetf | $2,000 | -33.3% | 38 | 0.0% | 0.00% | -100.0% | |
IUSB | ISHARES CORE TOTAL USD BOND MARKET ETFetf | $2,000 | 0.0% | 38 | 0.0% | 0.00% | -100.0% | |
IQV | IQVIA HLDGS INC COMstock | $0 | – | 3 | 0.0% | 0.00% | – | |
PJP | INVESCO DYNAMIC PHARMACEUTICALS ETFetf | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
J | JACOBS ENGR GROUP INC COMstock | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
FSR | Exit | FISKER INC CL A COM STKstock | $0 | – | -200 | -100.0% | -0.00% | – |
MDXG | Exit | MIMEDX GROUP INC COMstock | $0 | – | -600 | -100.0% | -0.00% | – |
KSU | Exit | KANSAS CITY SOUTHERN COM NEWstock | $0 | – | -16 | -100.0% | -0.00% | – |
PCI | Exit | PIMCO DYNAMIC CR INCOME FD COM SHScef | $0 | – | -200 | -100.0% | -0.00% | – |
BBP | Exit | VIRTUS LIFESCI BIOTECH PRODUCTS ETFetf | $0 | – | -140 | -100.0% | -0.00% | – |
CLF | Exit | CLEVELAND-CLIFFS INC NEW COMstock | $0 | – | -400 | -100.0% | -0.00% | – |
UP | Exit | WHEELS UP EXPERIENCE INC COM CL Astock | $0 | – | -1,000 | -100.0% | -0.00% | – |
CSTL | Exit | CASTLE BIOSCIENCES INC COMstock | $0 | – | -108 | -100.0% | -0.00% | – |
VTA | Exit | INVESCO DYNAMIC CR OPPORTUNITI COMcef | $0 | – | -516 | -100.0% | -0.00% | – |
MRVL | Exit | MARVELL TECHNOLOGY INC COMstock | $0 | – | -225 | -100.0% | -0.00% | – |
SCR | Exit | SCORE MEDIA & GAMING INC CL A SUB VTG SHSstock | $0 | – | -307 | -100.0% | -0.00% | – |
Exit | MATTERPORT INC COM CL Astock | $0 | – | -700 | -100.0% | -0.00% | – | |
OPRX | Exit | OPTIMIZERX CORP COM NEWstock | $0 | – | -150 | -100.0% | -0.00% | – |
IEC | Exit | IEC ELECTRS CORP NEW COMstock | $0 | – | -672 | -100.0% | -0.00% | – |
ENB | Exit | ENBRIDGE INC COMstock | $0 | – | -307 | -100.0% | -0.00% | – |
PCOR | Exit | PROCORE TECHNOLOGIES INC COMstock | $0 | – | -175 | -100.0% | -0.00% | – |
QRVO | Exit | QORVO INC COMstock | $0 | – | -100 | -100.0% | -0.00% | – |
SKIN | Exit | THE BEAUTY HEALTH COMPANY COM CL Astock | $0 | – | -750 | -100.0% | -0.01% | – |
TSE | Exit | TRINSEO S A SHSstock | $0 | – | -447 | -100.0% | -0.01% | – |
NNA | Exit | NAVIOS MARITIME ACQUIS CORP SHSstock | $0 | – | -6,097 | -100.0% | -0.01% | – |
PFF | Exit | ISHARES PREFERRED AND INCOME SECURITIES ETFetf | $0 | – | -672 | -100.0% | -0.01% | – |
LYV | Exit | LIVE NATION ENTERTAINMENT INC COMstock | $0 | – | -425 | -100.0% | -0.01% | – |
TEAM | Exit | ATLASSIAN CORP PLC CL Astock | $0 | – | -175 | -100.0% | -0.02% | – |
RPAI | Exit | RETAIL PPTYS AMER INC CL Areit | $0 | – | -6,792 | -100.0% | -0.02% | – |
CMG | Exit | CHIPOTLE MEXICAN GRILL INC COMstock | $0 | – | -50 | -100.0% | -0.02% | – |
SE | Exit | SEA LTD SPONSORD ADSadr | $0 | – | -300 | -100.0% | -0.02% | – |
UPST | Exit | UPSTART HLDGS INC COMstock | $0 | – | -320 | -100.0% | -0.03% | – |
COHR | Exit | COHERENT INC COMstock | $0 | – | -400 | -100.0% | -0.03% | – |
COR | Exit | CORESITE RLTY CORP COMreit | $0 | – | -3,190 | -100.0% | -0.11% | – |
EVA | Exit | ENVIVA PARTNERS LP COM UNITstock | $0 | – | -15,585 | -100.0% | -0.22% | – |
BRKA | Exit | BERKSHIRE HATHAWAY INC DEL CL Astock | $0 | – | -7 | -100.0% | -0.74% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-13
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.