$406 Million is the total value of SOA Wealth Advisors, LLC.'s 971 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 3.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC COMstock | $43,454,784 | +24.8% | 263,522 | -1.7% | 10.70% | +14.2% |
| IWY | Buy | ISHARES RUSSELL TOP 200 GROWTH ETFetf | $36,483,395 | +17.3% | 262,603 | +1.8% | 8.99% | +7.4% |
| DGRO | Buy | ISHARES CORE DIVIDEND GROWTH ETFetf | $22,842,459 | +0.1% | 456,941 | +0.1% | 5.63% | -8.4% |
| VOO | Buy | VANGUARD S&P 500 ETFetf | $19,147,835 | +8.3% | 50,916 | +1.2% | 4.72% | -0.8% |
| DVY | Sell | ISHARES SELECT DIVIDEND ETFetf | $12,857,931 | -4.6% | 109,728 | -1.9% | 3.17% | -12.7% |
| MSFT | Buy | MICROSOFT CORP COMstock | $12,337,857 | +20.4% | 42,795 | +0.2% | 3.04% | +10.2% |
| VOT | Sell | VANGUARD MID-CAP GROWTH ETFetf | $9,861,083 | +7.0% | 50,598 | -1.3% | 2.43% | -2.1% |
| NVDA | Sell | NVIDIA CORPORATION COMstock | $8,463,487 | +88.9% | 30,469 | -0.6% | 2.08% | +72.9% |
| IJT | Sell | ISHARES S&P SMALL-CAP 600 GROWTH ETFetf | $8,379,281 | +0.6% | 76,217 | -1.1% | 2.06% | -7.9% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $8,006,715 | -0.4% | 25,931 | -0.3% | 1.97% | -8.8% |
| IJK | Buy | ISHARES S&P MID-CAP 400 GROWTH ETFetf | $7,962,841 | +7.4% | 111,353 | +2.6% | 1.96% | -1.7% |
| AMZN | Buy | AMAZON COM INC COMstock | $7,162,748 | +23.4% | 69,346 | +0.3% | 1.76% | +13.0% |
| SUSA | Sell | ISHARES MSCI USA ESG SELECT ETFetf | $7,075,676 | +6.0% | 80,616 | -0.6% | 1.74% | -3.0% |
| VOE | Buy | VANGUARD MID-CAP VALUE ETFetf | $7,038,435 | -0.6% | 52,498 | +0.3% | 1.73% | -9.0% |
| WPC | Sell | WP CAREY INC COMreit | $6,864,101 | -0.9% | 88,626 | -0.0% | 1.69% | -9.3% |
| IWF | Sell | ISHARES RUSSELL 1000 GROWTH ETFetf | $6,535,127 | +12.8% | 26,747 | -1.1% | 1.61% | +3.3% |
| IJR | Sell | ISHARES CORE S&P SMALL CAP ETFetf | $5,832,332 | +2.0% | 60,314 | -0.2% | 1.44% | -6.6% |
| ESGD | Sell | ISHARES ESG AWARE MSCI EAFE ETFetf | $5,669,761 | +5.3% | 78,922 | -3.7% | 1.40% | -3.6% |
| DSI | Buy | ISHARES MSCI KLD 400 SOCIAL ETFetf | $5,556,799 | +10.7% | 71,250 | +1.9% | 1.37% | +1.3% |
| IJS | Sell | ISHARES S&P SMALL-CAP 600 VALUE ETFetf | $4,852,912 | +1.6% | 51,853 | -0.9% | 1.20% | -7.0% |
| IJH | Sell | ISHARES CORE S&P MID-CAP ETFetf | $4,787,573 | +2.7% | 19,138 | -0.7% | 1.18% | -6.1% |
| FNDF | Buy | SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETFetf | $4,761,788 | +9.7% | 152,280 | +2.0% | 1.17% | +0.4% |
| IYR | Sell | ISHARES U.S. REAL ESTATE ETFetf | $4,292,971 | -0.1% | 50,565 | -0.9% | 1.06% | -8.5% |
| QQQ | Buy | INVESCO QQQ TRUSTetf | $4,189,318 | +22.0% | 13,054 | +1.2% | 1.03% | +11.7% |
| GOOGL | Buy | ALPHABET INC CAP STK CL Astock | $3,857,615 | +22.1% | 37,189 | +3.8% | 0.95% | +11.8% |
| EFG | Buy | ISHARES MSCI EAFE GROWTH ETFetf | $3,618,030 | +17.4% | 38,621 | +5.0% | 0.89% | +7.5% |
| NKE | Buy | NIKE INC CL Bstock | $3,332,184 | +6.3% | 27,170 | +1.4% | 0.82% | -2.6% |
| BRKA | BERKSHIRE HATHAWAY INC DEL CL Astock | $3,259,200 | -0.7% | 7 | 0.0% | 0.80% | -9.1% | |
| AMP | Buy | AMERIPRISE FINL INC COMstock | $3,041,334 | +0.2% | 9,923 | +1.8% | 0.75% | -8.3% |
| VBK | Sell | VANGUARD SMALL-CAP GROWTH ETFetf | $3,005,257 | +4.8% | 13,887 | -2.9% | 0.74% | -4.1% |
| IWD | Buy | ISHARES RUSSELL 1000 VALUE ETFetf | $2,996,326 | +0.5% | 19,679 | +0.1% | 0.74% | -8.1% |
| VO | Buy | VANGUARD MID-CAP ETFetf | $2,928,968 | +3.6% | 13,887 | +0.1% | 0.72% | -5.1% |
| JPM | Sell | JPMORGAN CHASE & CO COMstock | $2,843,864 | -3.0% | 21,824 | -0.1% | 0.70% | -11.2% |
| ORCL | Buy | ORACLE CORP COMstock | $2,811,474 | +14.7% | 30,257 | +0.9% | 0.69% | +5.2% |
| VB | Buy | VANGUARD SMALL-CAP ETFetf | $2,785,641 | +3.4% | 14,695 | +0.1% | 0.69% | -5.4% |
| VUG | Buy | VANGUARD GROWTH ETFetf | $2,775,634 | +17.1% | 11,127 | +0.0% | 0.68% | +7.2% |
| DIS | Buy | DISNEY WALT CO COMstock | $2,752,378 | +15.8% | 27,488 | +0.5% | 0.68% | +6.1% |
| SPY | Sell | SPDR S&P 500 ETF TRUSTetf | $2,219,799 | +6.9% | 5,422 | -0.1% | 0.55% | -2.1% |
| NEE | Sell | NEXTERA ENERGY INC COMstock | $2,104,928 | -10.5% | 27,308 | -2.9% | 0.52% | -18.0% |
| IEMG | Buy | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $2,078,824 | +5.1% | 42,608 | +0.6% | 0.51% | -3.8% |
| VBR | Sell | VANGUARD SMALL CAP VALUE ETFetf | $2,061,966 | -4.7% | 12,988 | -4.7% | 0.51% | -12.7% |
| CSCO | Sell | CISCO SYS INC COMstock | $2,023,987 | +2.3% | 38,718 | -6.8% | 0.50% | -6.4% |
| HDV | Buy | ISHARES CORE HIGH DIVIDEND ETFetf | $2,010,397 | -2.2% | 19,776 | +0.2% | 0.50% | -10.5% |
| ED | Sell | CONSOLIDATED EDISON INC COMstock | $1,961,889 | -9.8% | 20,507 | -10.2% | 0.48% | -17.4% |
| VTV | Sell | VANGUARD VALUE ETFetf | $1,953,894 | -2.5% | 14,147 | -0.9% | 0.48% | -10.8% |
| MCD | Sell | MCDONALDS CORP COMstock | $1,873,560 | +6.0% | 6,701 | -0.1% | 0.46% | -2.9% |
| IVV | Buy | ISHARES CORE S&P 500 ETFetf | $1,842,824 | +7.7% | 4,483 | +0.6% | 0.45% | -1.5% |
| IJJ | Buy | ISHARES S&P MID-CAP 400 VALUE ETFetf | $1,766,865 | +2.7% | 17,192 | +0.7% | 0.44% | -6.0% |
| UPS | Sell | UNITED PARCEL SERVICE INC CL Bstock | $1,739,756 | +10.4% | 8,968 | -1.1% | 0.43% | +1.2% |
| LRCX | Sell | LAM RESEARCH CORP COMstock | $1,729,744 | +25.1% | 3,263 | -0.8% | 0.43% | +14.5% |
| IWR | Buy | ISHARES RUSSELL MIDCAP ETFetf | $1,644,393 | +3.8% | 23,518 | +0.1% | 0.40% | -4.9% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRUSTetf | $1,588,319 | +3.6% | 3,465 | +0.1% | 0.39% | -5.3% |
| GWW | Sell | GRAINGER W W INC COMstock | $1,497,648 | +22.6% | 2,174 | -1.0% | 0.37% | +12.2% |
| VZ | Sell | VERIZON COMMUNICATIONS INC COMstock | $1,410,820 | -1.9% | 36,277 | -0.7% | 0.35% | -10.1% |
| JNJ | Buy | JOHNSON & JOHNSON COMstock | $1,382,120 | -12.1% | 8,917 | +0.1% | 0.34% | -19.6% |
| VGT | Buy | VANGUARD INFORMATION TECHNOLOGY ETFetf | $1,342,810 | +21.1% | 3,484 | +0.3% | 0.33% | +11.1% |
| IYH | Buy | ISHARES U.S. HEALTHCARE ETFetf | $1,326,845 | -3.2% | 4,859 | +0.6% | 0.33% | -11.4% |
| BBY | Sell | BEST BUY INC COMstock | $1,212,525 | -3.8% | 15,492 | -1.4% | 0.30% | -11.8% |
| AXP | AMERICAN EXPRESS CO COMstock | $1,140,380 | +11.7% | 6,913 | 0.0% | 0.28% | +2.2% | |
| IVE | ISHARES S&P 500 VALUE ETFetf | $1,113,311 | +4.6% | 7,336 | 0.0% | 0.27% | -4.2% | |
| TSLA | Buy | TESLA INC COMstock | $1,091,655 | +75.7% | 5,262 | +4.3% | 0.27% | +61.1% |
| CVX | Buy | CHEVRON CORP NEW COMstock | $932,992 | -7.5% | 5,718 | +1.8% | 0.23% | -15.1% |
| HD | Buy | HOME DEPOT INC COMstock | $928,643 | -6.1% | 3,147 | +0.5% | 0.23% | -13.9% |
| MRK | Buy | MERCK & CO INC COMstock | $909,499 | -3.9% | 8,549 | +0.2% | 0.22% | -12.2% |
| PEP | Buy | PEPSICO INC COMstock | $870,627 | +4.0% | 4,776 | +3.0% | 0.21% | -4.9% |
| PFE | Buy | PFIZER INC COMstock | $786,878 | +3.1% | 19,286 | +29.5% | 0.19% | -5.4% |
| SQ | Sell | BLOCK INC CL Astock | $690,962 | +3.4% | 10,065 | -5.4% | 0.17% | -5.6% |
| IWO | Sell | ISHARES RUSSELL 2000 GROWTH ETFetf | $691,435 | +4.5% | 3,048 | -1.2% | 0.17% | -4.5% |
| EL | LAUDER ESTEE COS INC CL Astock | $676,533 | -0.7% | 2,745 | 0.0% | 0.17% | -8.7% | |
| EEM | Buy | ISHARES MSCI EMERGING MARKETS ETFetf | $670,105 | +5.7% | 16,982 | +1.5% | 0.16% | -3.5% |
| SPEM | Buy | SPDR PORTFOLIO EMERGING MARKETS ETFetf | $660,960 | +22.5% | 19,366 | +18.3% | 0.16% | +12.4% |
| V | Buy | VISA INC COM CL Astock | $654,151 | +8.6% | 2,901 | +0.1% | 0.16% | -0.6% |
| PPA | Buy | INVESCO AEROSPACE & DEFENSE ETFetf | $650,644 | +3.6% | 8,078 | +0.8% | 0.16% | -5.3% |
| AIEQ | Sell | AI POWERED EQUITY ETFetf | $647,749 | +1.5% | 22,232 | -0.8% | 0.16% | -7.0% |
| PG | Sell | PROCTER AND GAMBLE CO COMstock | $622,877 | -9.7% | 4,189 | -7.9% | 0.15% | -17.7% |
| EFA | Buy | ISHARES MSCI EAFE ETFetf | $620,597 | +12.9% | 8,677 | +3.6% | 0.15% | +3.4% |
| XLF | Buy | FINANCIAL SELECT SECTOR SPDR FUNDetf | $617,379 | -5.6% | 19,203 | +0.4% | 0.15% | -13.6% |
| AMD | Buy | ADVANCED MICRO DEVICES INC COMstock | $610,308 | +60.0% | 6,227 | +5.7% | 0.15% | +45.6% |
| BA | Sell | BOEING CO COMstock | $604,069 | +7.7% | 2,844 | -3.4% | 0.15% | -1.3% |
| IWM | Buy | ISHARES RUSSELL 2000 ETFetf | $589,515 | +2.3% | 3,304 | +0.0% | 0.14% | -6.5% |
| FB | Buy | META PLATFORMS INC CL Astock | $577,325 | +92.5% | 2,724 | +9.3% | 0.14% | +75.3% |
| LMT | Buy | LOCKHEED MARTIN CORP COMstock | $558,490 | -1.7% | 1,181 | +1.1% | 0.14% | -9.8% |
| IVW | Buy | ISHARES S&P 500 GROWTH ETFetf | $554,302 | +12.5% | 8,676 | +3.0% | 0.14% | +3.0% |
| BAC | Buy | BANK AMERICA CORP COMstock | $551,013 | -12.5% | 19,266 | +1.4% | 0.14% | -19.5% |
| VYM | Buy | VANGUARD HIGH DIVIDEND YIELD INDEX ETFetf | $552,189 | -2.2% | 5,234 | +0.3% | 0.14% | -10.5% |
| XOM | Sell | EXXON MOBIL CORP COMstock | $546,443 | -3.5% | 4,983 | -2.9% | 0.14% | -11.2% |
| EFV | Sell | ISHARES MSCI EAFE VALUE ETFetf | $543,931 | +5.4% | 11,208 | -0.4% | 0.13% | -3.6% |
| OSK | Buy | OSHKOSH CORP COMstock | $539,651 | -5.7% | 6,488 | +0.0% | 0.13% | -13.6% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC COMstock | $534,771 | +3.9% | 928 | -0.7% | 0.13% | -5.0% |
| TXN | Buy | TEXAS INSTRS INC COMstock | $523,872 | +13.4% | 2,816 | +0.7% | 0.13% | +4.0% |
| KO | COCA COLA CO COMstock | $524,826 | -2.5% | 8,461 | 0.0% | 0.13% | -11.0% | |
| SOCL | GLOBAL X SOCIAL MEDIA ETFetf | $516,604 | +19.4% | 13,962 | 0.0% | 0.13% | +9.5% | |
| BND | Buy | VANGUARD TOTAL BOND MARKET ETFetf | $506,100 | +2.9% | 6,855 | +0.1% | 0.12% | -5.3% |
| IEFA | Buy | ISHARES CORE MSCI EAFE ETFetf | $501,367 | +18.6% | 7,500 | +9.4% | 0.12% | +8.8% |
| KXI | ISHARES GLOBAL CONSUMER STAPLES ETFetf | $502,297 | +3.9% | 8,108 | 0.0% | 0.12% | -4.6% | |
| IWB | Sell | ISHARES RUSSELL 1000 ETFetf | $493,756 | +5.5% | 2,192 | -1.4% | 0.12% | -3.2% |
| NFLX | NETFLIX INC COMstock | $483,327 | +17.2% | 1,399 | 0.0% | 0.12% | +7.2% | |
| GS | Buy | GOLDMAN SACHS GROUP INC COMstock | $460,050 | -3.6% | 1,406 | +1.2% | 0.11% | -11.7% |
| CLF | CLEVELAND-CLIFFS INC NEW COMstock | $458,250 | +13.8% | 25,000 | 0.0% | 0.11% | +4.6% | |
| CRM | Sell | SALESFORCE INC COMstock | $430,326 | +43.4% | 2,154 | -4.9% | 0.11% | +30.9% |
| AGG | Sell | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $430,829 | +1.2% | 4,324 | -1.5% | 0.11% | -7.8% |
| WMT | Buy | WALMART INC COMstock | $431,309 | +4.2% | 2,925 | +0.2% | 0.11% | -4.5% |
| XLV | Sell | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $422,304 | -6.6% | 3,262 | -2.0% | 0.10% | -14.8% |
| CYBR | Sell | CYBERARK SOFTWARE LTD SHSstock | $421,891 | +11.1% | 2,851 | -2.6% | 0.10% | +2.0% |
| T | Buy | AT&T INC COMstock | $400,942 | +5.6% | 20,828 | +1.0% | 0.10% | -2.9% |
| UNH | Buy | UNITEDHEALTH GROUP INC COMstock | $392,174 | -10.1% | 830 | +0.9% | 0.10% | -17.1% |
| GOOG | Buy | ALPHABET INC CAP STK CL Cstock | $395,200 | +21.0% | 3,800 | +3.3% | 0.10% | +10.2% |
| SBUX | Buy | STARBUCKS CORP COMstock | $379,353 | +5.2% | 3,643 | +0.2% | 0.09% | -4.1% |
| VCSH | Buy | VANGUARD SHORT-TERM CORPORATE BOND ETFetf | $371,710 | +1.8% | 4,876 | +0.4% | 0.09% | -6.1% |
| VTI | Buy | VANGUARD TOTAL STOCK MARKET ETFetf | $372,344 | +6.9% | 1,824 | +0.1% | 0.09% | -2.1% |
| XLK | Buy | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $363,677 | +21.4% | 2,408 | +0.0% | 0.09% | +11.1% |
| XSD | Buy | SPDR S&P SEMICONDUCTOR ETFetf | $367,165 | +31.1% | 1,760 | +5.1% | 0.09% | +20.0% |
| IPG | Buy | INTERPUBLIC GROUP COS INC COMstock | $362,523 | +11.8% | 9,735 | +0.0% | 0.09% | +2.3% |
| TGT | Buy | TARGET CORP COMstock | $349,816 | +20.1% | 2,112 | +8.1% | 0.09% | +10.3% |
| ARKK | Sell | ARK INNOVATION ETFetf | $346,418 | +9.4% | 8,587 | -15.3% | 0.08% | 0.0% |
| DDEC | Sell | FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - DECEMBERetf | $346,068 | +4.4% | 10,818 | -0.1% | 0.08% | -4.5% |
| XLP | Buy | CONSUMER STAPLES SELECT SECTOR SPDR FUNDetf | $330,285 | +0.7% | 4,421 | +0.5% | 0.08% | -8.0% |
| INTC | Buy | INTEL CORP COMstock | $329,769 | +30.8% | 10,094 | +5.8% | 0.08% | +19.1% |
| IGM | Buy | ISHARES EXPANDED TECH SECTOR ETFetf | $325,161 | +27.3% | 958 | +5.0% | 0.08% | +15.9% |
| SOXX | Buy | ISHARES SEMICONDUCTOR ETFetf | $319,661 | +34.8% | 719 | +5.6% | 0.08% | +23.4% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS COMstock | $318,103 | -14.7% | 2,427 | -8.3% | 0.08% | -22.0% |
| MMC | Buy | MARSH & MCLENNAN COS INC COMstock | $309,525 | +0.8% | 1,858 | +0.1% | 0.08% | -8.4% |
| UNP | UNION PAC CORP COMstock | $305,110 | -2.8% | 1,516 | 0.0% | 0.08% | -10.7% | |
| ATAX | Buy | GREYSTONE HOUSING IMPACT INVES BEN UNIT CTFstock | $301,849 | +0.4% | 17,458 | +1.0% | 0.07% | -8.6% |
| ABBV | Buy | ABBVIE INC COMstock | $291,781 | +2.2% | 1,831 | +3.6% | 0.07% | -6.5% |
| BX | Buy | BLACKSTONE INC COMstock | $286,254 | +18.5% | 3,259 | +0.1% | 0.07% | +9.2% |
| ONEV | Buy | SPDR RUSSELL 1000 LOW VOLATILITY FOCUS ETFetf | $286,846 | +85.0% | 2,716 | +80.3% | 0.07% | +69.0% |
| IYF | Buy | ISHARES U.S. FINANCIALS ETFetf | $287,779 | -5.3% | 4,045 | +0.5% | 0.07% | -13.4% |
| YUM | Sell | YUM BRANDS INC COMstock | $287,849 | +2.9% | 2,179 | -0.2% | 0.07% | -5.3% |
| IYW | Buy | ISHARES U.S. TECHNOLOGY ETFetf | $284,217 | +25.3% | 3,062 | +0.6% | 0.07% | +14.8% |
| AOM | Buy | ISHARES CORE MODERATE ALLOCATION ETFetf | $278,245 | +7.8% | 6,981 | +2.8% | 0.07% | 0.0% |
| AWF | ALLIANCEBERNSTEIN GLOBAL HIGH COMcef | $277,506 | +5.4% | 28,550 | 0.0% | 0.07% | -4.2% | |
| DE | Buy | DEERE & CO COMstock | $265,561 | +5.9% | 643 | +9.9% | 0.06% | -4.4% |
| PHB | Sell | INVESCO FUNDAMENTAL HIGH YIELD CORPORATE BOND ETFetf | $263,520 | -9.0% | 15,050 | -11.0% | 0.06% | -16.7% |
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTetf | $261,772 | +0.4% | 787 | 0.0% | 0.06% | -8.6% | |
| ADBE | ADOBE SYSTEMS INCORPORATED COMstock | $239,700 | +14.5% | 622 | 0.0% | 0.06% | +5.4% | |
| XAR | Buy | SPDR S&P AEROSPACE & DEFENSE ETFetf | $240,668 | +6.5% | 2,059 | +0.3% | 0.06% | -3.3% |
| NUSC | NUVEEN ESG SMALL-CAP ETFetf | $237,141 | +3.6% | 6,697 | 0.0% | 0.06% | -6.5% | |
| PKB | Buy | INVESCO DYNAMIC BUILDING & CONSTRUCTION ETFetf | $236,327 | +64.7% | 5,150 | +46.5% | 0.06% | +48.7% |
| ONEQ | Buy | FIDELITY NASDAQ COMPOSITE INDEX ETFetf | $235,284 | +25.9% | 4,907 | +7.6% | 0.06% | +16.0% |
| LQD | Buy | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf | $226,912 | +4.6% | 2,070 | +0.6% | 0.06% | -3.4% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO COMstock | $228,611 | -3.1% | 3,298 | +0.5% | 0.06% | -12.5% |
| SWKS | Sell | SKYWORKS SOLUTIONS INC COMstock | $226,642 | +26.9% | 1,921 | -1.9% | 0.06% | +16.7% |
| PRF | Buy | INVESCO FTSE RAFI US 1000 ETFetf | $227,807 | +1.2% | 1,453 | +0.2% | 0.06% | -8.2% |
| SCHG | Buy | SCHWAB U.S. LARGE-CAP GROWTH ETFetf | $222,486 | +27.3% | 3,414 | +8.6% | 0.06% | +17.0% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L P COMstock | $221,871 | +7.9% | 8,566 | +0.5% | 0.06% | 0.0% |
| TIP | Sell | ISHARES TIPS BOND ETFetf | $217,135 | +1.4% | 1,969 | -2.1% | 0.05% | -8.6% |
| MGK | Buy | VANGUARD MEGA CAP GROWTH ETFetf | $212,584 | +28.8% | 1,039 | +8.3% | 0.05% | +18.2% |
| WDAY | WORKDAY INC CL Astock | $206,540 | +23.4% | 1,000 | 0.0% | 0.05% | +13.3% | |
| DEO | DIAGEO PLC SPON ADR NEWadr | $205,436 | +1.7% | 1,134 | 0.0% | 0.05% | -5.6% | |
| QCOM | Sell | QUALCOMM INC COMstock | $205,168 | +15.7% | 1,608 | -0.3% | 0.05% | +6.2% |
| IWL | Buy | ISHARES RUSSELL TOP 200 ETFetf | $204,806 | +17.0% | 2,105 | +8.2% | 0.05% | +6.4% |
| VTEB | Sell | VANGUARD TAX-EXEMPT BOND ETFetf | $203,400 | +2.1% | 4,015 | -0.2% | 0.05% | -7.4% |
| CI | THE CIGNA GROUP COMstock | $199,162 | -22.8% | 779 | 0.0% | 0.05% | -29.0% | |
| YDEC | FT CBOE VEST INTERNATIONAL EQUITY BUFFER ETF - DECEMBERetf | $196,970 | +7.3% | 9,230 | 0.0% | 0.05% | 0.0% | |
| IGV | Buy | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETFetf | $200,814 | +29.3% | 659 | +8.6% | 0.05% | +16.7% |
| BME | BLACKROCK HEALTH SCIENCES TR COMcef | $194,230 | -3.9% | 4,640 | 0.0% | 0.05% | -11.1% | |
| FDEC | FT CBOE VEST U.S. EQUITY BUFFER ETF - DECEMBERetf | $196,183 | +6.0% | 5,827 | 0.0% | 0.05% | -4.0% | |
| WTRG | Buy | ESSENTIAL UTILS INC COMstock | $193,730 | -7.9% | 4,438 | +0.7% | 0.05% | -15.8% |
| ADI | Buy | ANALOG DEVICES INC COMstock | $189,961 | +20.7% | 963 | +0.4% | 0.05% | +11.9% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE INC COMstock | $187,890 | +1.7% | 1,802 | +0.1% | 0.05% | -8.0% |
| CMCSA | Buy | COMCAST CORP NEW CL Astock | $184,073 | +8.5% | 4,856 | +0.1% | 0.04% | -2.2% |
| NUE | Buy | NUCOR CORP COMstock | $177,283 | +17.5% | 1,148 | +0.3% | 0.04% | +7.3% |
| BABA | Buy | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $175,647 | +191.1% | 1,719 | +150.9% | 0.04% | +168.8% |
| FSEP | Sell | FT CBOE VEST U.S. EQUITY BUFFER ETF - SEPTEMBERetf | $174,608 | -2.1% | 4,938 | -7.4% | 0.04% | -10.4% |
| DOCT | FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - OCTOBERetf | $173,610 | +4.8% | 5,288 | 0.0% | 0.04% | -4.4% | |
| QDEC | FT CBOE VEST NASDAQ-100 BUFFER ETF - DECEMBERetf | $173,241 | +13.3% | 8,353 | 0.0% | 0.04% | +4.9% | |
| IWN | Buy | ISHARES RUSSELL 2000 VALUE ETFetf | $173,473 | -0.9% | 1,266 | +0.2% | 0.04% | -8.5% |
| DMXF | Buy | ISHARES ESG ADVANCED MSCI EAFE ETFetf | $173,049 | +32.1% | 2,904 | +20.3% | 0.04% | +22.9% |
| NMM | NAVIOS MARITIME PARTNERS L P COM UNIT LPIstock | $169,805 | -7.1% | 7,040 | 0.0% | 0.04% | -14.3% | |
| DOL | Sell | WISDOMTREE INTERNATIONAL LARGECAP DIVIDEND FUNDetf | $169,283 | -4.3% | 3,625 | -9.8% | 0.04% | -12.5% |
| WPS | Buy | ISHARES INTERNATIONAL DEVELOPED PROPERTY ETFetf | $168,191 | +0.5% | 6,253 | +2.2% | 0.04% | -8.9% |
| New | LINDE PLC SHSstock | $167,057 | – | 470 | +100.0% | 0.04% | – | |
| PBD | Buy | INVESCO GLOBAL CLEAN ENERGY ETFetf | $164,305 | +7.5% | 8,337 | +0.1% | 0.04% | -2.4% |
| HON | HONEYWELL INTL INC COMstock | $161,496 | -10.8% | 845 | 0.0% | 0.04% | -18.4% | |
| PIO | INVESCO GLOBAL WATER ETFetf | $164,103 | +7.1% | 4,691 | 0.0% | 0.04% | -2.4% | |
| BKNG | BOOKING HOLDINGS INC COMstock | $161,797 | +31.6% | 61 | 0.0% | 0.04% | +21.2% | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $158,134 | +24.9% | 1,700 | 0.0% | 0.04% | +14.7% | |
| SLYG | SPDR S&P 600 SMALL CAP GROWTH ETFetf | $157,530 | +2.1% | 2,136 | 0.0% | 0.04% | -7.1% | |
| VHT | VANGUARD HEALTH CARE ETFetf | $158,728 | -3.8% | 666 | 0.0% | 0.04% | -11.4% | |
| AMGN | Buy | AMGEN INC COMstock | $159,503 | +1.0% | 660 | +9.8% | 0.04% | -7.1% |
| MAIN | Buy | MAIN STR CAP CORP COMcef | $159,760 | +7.9% | 4,049 | +1.0% | 0.04% | -2.5% |
| LOW | Buy | LOWES COS INC COMstock | $158,487 | +0.4% | 793 | +0.1% | 0.04% | -7.1% |
| SHY | Buy | ISHARES 1-3 YEAR TREASURY BOND ETFetf | $153,594 | +1.6% | 1,869 | +0.4% | 0.04% | -7.3% |
| PANW | Buy | PALO ALTO NETWORKS INC COMstock | $152,801 | +61.5% | 765 | +12.8% | 0.04% | +52.0% |
| ILCG | Buy | ISHARES MORNINGSTAR GROWTH ETFetf | $149,756 | +13.8% | 2,705 | +0.0% | 0.04% | +5.7% |
| DDM | PROSHARES ULTRA DOW30etf | $151,064 | -0.2% | 2,370 | 0.0% | 0.04% | -9.8% | |
| RYH | INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETFetf | $144,436 | +1.2% | 495 | 0.0% | 0.04% | -5.3% | |
| STAG | STAG INDL INC COMreit | $140,725 | +4.7% | 4,161 | 0.0% | 0.04% | -2.8% | |
| SCHW | Buy | SCHWAB CHARLES CORP COMstock | $143,764 | +59.0% | 2,745 | +152.8% | 0.04% | +45.8% |
| RY | ROYAL BK CDA SUSTAINABL COMstock | $140,981 | +1.7% | 1,475 | 0.0% | 0.04% | -5.4% | |
| MDYG | SPDR S&P 400 MID CAP GROWTH ETFetf | $138,386 | +4.7% | 2,022 | 0.0% | 0.03% | -5.6% | |
| LLY | Sell | LILLY ELI & CO COMstock | $139,313 | -47.5% | 406 | -44.0% | 0.03% | -52.1% |
| CVS | Sell | CVS HEALTH CORP COMstock | $139,290 | -44.7% | 1,874 | -30.6% | 0.03% | -50.0% |
| COST | COSTCO WHSL CORP NEW COMstock | $138,570 | +8.9% | 279 | 0.0% | 0.03% | 0.0% | |
| SMLV | SPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETFetf | $138,455 | -2.3% | 1,317 | 0.0% | 0.03% | -10.5% | |
| Buy | GENERAL ELECTRIC CO COM NEWstock | $139,140 | +16.3% | 1,455 | +2.0% | 0.03% | +6.2% | |
| MPLX | MPLX LP COM UNIT REP LTDstock | $134,493 | +4.9% | 3,904 | 0.0% | 0.03% | -5.7% | |
| YUMC | Buy | YUM CHINA HLDGS INC COMstock | $132,306 | +16.2% | 2,087 | +0.1% | 0.03% | +6.5% |
| SCHM | SCHWAB U.S. MID-CAP ETFetf | $133,597 | +3.4% | 1,969 | 0.0% | 0.03% | -5.7% | |
| OMC | OMNICOM GROUP INC COMstock | $129,096 | +15.7% | 1,368 | 0.0% | 0.03% | +6.7% | |
| IBB | Sell | ISHARES BIOTECHNOLOGY ETFetf | $130,595 | -12.4% | 1,011 | -11.0% | 0.03% | -20.0% |
| AGO | ASSURED GUARANTY LTD COMstock | $125,072 | -19.3% | 2,488 | 0.0% | 0.03% | -26.2% | |
| IWP | Buy | ISHARES RUSSELL MID-CAP GROWTH ETFetf | $127,682 | +9.0% | 1,402 | +0.1% | 0.03% | -3.1% |
| CL | Sell | COLGATE PALMOLIVE CO COMstock | $124,994 | -35.6% | 1,663 | -32.5% | 0.03% | -40.4% |
| OFS | Buy | OFS CAP CORP COMcef | $125,894 | +4.4% | 12,235 | +2.9% | 0.03% | -3.1% |
| ICF | Buy | ISHARES COHEN & STEERS REIT ETFetf | $125,081 | +21.6% | 2,252 | +20.0% | 0.03% | +10.7% |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETFetf | $123,723 | +0.8% | 1,165 | 0.0% | 0.03% | -9.1% | |
| POOL | POOL CORP COMstock | $121,229 | +13.3% | 354 | 0.0% | 0.03% | +3.4% | |
| ABT | Buy | ABBOTT LABS COMstock | $117,703 | -7.6% | 1,162 | +0.1% | 0.03% | -14.7% |
| PXD | Buy | PIONEER NAT RES CO COMstock | $117,448 | -10.2% | 575 | +0.3% | 0.03% | -17.1% |
| ITA | Buy | ISHARES U.S. AEROSPACE & DEFENSE ETFetf | $118,993 | +54.6% | 1,034 | +50.3% | 0.03% | +38.1% |
| FJUL | FT CBOE VEST U.S. EQUITY BUFFER ETF - JULYetf | $113,357 | +5.4% | 3,134 | 0.0% | 0.03% | -3.4% | |
| FOCT | FT CBOE VEST U.S. EQUITY BUFFER ETF- OCTOBERetf | $111,767 | +6.2% | 3,189 | 0.0% | 0.03% | 0.0% | |
| VIGI | Buy | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETFetf | $114,730 | +6.3% | 1,557 | +0.5% | 0.03% | -3.4% |
| DIM | Buy | WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUNDetf | $111,224 | +6.0% | 1,903 | +0.6% | 0.03% | -3.6% |
| IYE | Buy | ISHARES U.S. ENERGY ETFetf | $109,645 | -5.2% | 2,506 | +0.7% | 0.03% | -12.9% |
| TECH | BIO-TECHNE CORP COMstock | $108,911 | -10.5% | 1,468 | 0.0% | 0.03% | -18.2% | |
| D | Sell | DOMINION ENERGY INC COMstock | $108,152 | -15.6% | 1,934 | -7.5% | 0.03% | -20.6% |
| GM | Sell | GENERAL MTRS CO COMstock | $110,202 | +2.2% | 3,004 | -6.3% | 0.03% | -6.9% |
| VCR | Buy | VANGUARD CONSUMER DISCRETIONARY ETFetf | $105,624 | +15.6% | 418 | +0.2% | 0.03% | +4.0% |
| RGI | Buy | INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETFetf | $105,379 | +5.5% | 562 | +0.4% | 0.03% | -3.7% |
| APD | Buy | AIR PRODS & CHEMS INC COMstock | $106,204 | -6.7% | 370 | +0.3% | 0.03% | -16.1% |
| HQH | TEKLA HEALTHCARE INVS SH BEN INTcef | $103,023 | -1.9% | 5,837 | 0.0% | 0.02% | -10.7% | |
| AAL | Buy | AMERICAN AIRLS GROUP INC COMstock | $100,595 | +23.7% | 6,820 | +6.7% | 0.02% | +13.6% |
| IFRA | Buy | ISHARES U.S. INFRASTRUCTURE ETFetf | $98,006 | +3.4% | 2,626 | +0.5% | 0.02% | -7.7% |
| DBC | INVESCO DB COMMODITY INDEX TRACKING FUNDetf | $96,359 | -3.7% | 4,059 | 0.0% | 0.02% | -11.1% | |
| NRK | NUVEEN NEW YORK AMT QLT MUNICP COMcef | $97,508 | +3.0% | 9,225 | 0.0% | 0.02% | -4.0% | |
| PAYX | Buy | PAYCHEX INC COMstock | $95,507 | -0.1% | 833 | +0.6% | 0.02% | -7.7% |
| DHR | DANAHER CORPORATION COMstock | $92,754 | -5.0% | 368 | 0.0% | 0.02% | -11.5% | |
| KRG | Buy | KITE RLTY GROUP TR COM NEWreit | $93,118 | +0.4% | 4,451 | +1.0% | 0.02% | -8.0% |
| BLK | Buy | BLACKROCK INC COMstock | $92,964 | -4.9% | 139 | +0.7% | 0.02% | -11.5% |
| MMM | Buy | 3M CO COMstock | $92,395 | -12.2% | 879 | +0.2% | 0.02% | -17.9% |
| DAL | DELTA AIR LINES INC DEL COM NEWstock | $89,605 | +6.3% | 2,566 | 0.0% | 0.02% | -4.3% | |
| VXUS | Buy | VANGUARD TOTAL INTERNATIONAL STOCK ETFetf | $90,216 | +6.9% | 1,634 | +0.1% | 0.02% | -4.3% |
| EXC | Sell | EXELON CORP COMstock | $84,632 | -21.8% | 2,020 | -19.3% | 0.02% | -27.6% |
| PYPL | Buy | PAYPAL HLDGS INC COMstock | $83,838 | +8.4% | 1,104 | +1.7% | 0.02% | 0.0% |
| XLRE | Buy | REAL ESTATE SELECT SECTOR SPDR FUNDetf | $79,169 | +1.8% | 2,118 | +0.6% | 0.02% | -4.8% |
| ILMN | Buy | ILLUMINA INC COMstock | $79,300 | +69.8% | 341 | +47.6% | 0.02% | +53.8% |
| KRE | Buy | SPDR S&P REGIONAL BANKING ETFetf | $82,771 | +2978.1% | 1,887 | +4002.2% | 0.02% | +1900.0% |
| IAT | New | ISHARES U.S. REGIONAL BANKS ETFetf | $82,532 | – | 2,306 | +100.0% | 0.02% | – |
| XEL | Buy | XCEL ENERGY INC COMstock | $81,236 | -3.5% | 1,205 | +0.3% | 0.02% | -13.0% |
| BNDX | Buy | VANGUARD TOTAL INTERNATIONAL BOND ETFetf | $82,306 | +3.4% | 1,682 | +0.2% | 0.02% | -4.8% |
| IEF | Buy | ISHARES 7-10 YEAR TREASURY BOND ETFetf | $78,941 | +3.9% | 796 | +0.4% | 0.02% | -5.0% |
| EBAY | Buy | EBAY INC. COMstock | $78,978 | +7.1% | 1,780 | +0.1% | 0.02% | -5.0% |
| GDX | VANECK GOLD MINERS ETFetf | $75,882 | +12.9% | 2,346 | 0.0% | 0.02% | +5.6% | |
| TNK | TEEKAY TANKERS LTD CL Astock | $75,213 | +39.3% | 1,752 | 0.0% | 0.02% | +26.7% | |
| WPP | WPP PLC NEW ADRadr | $73,924 | +21.1% | 1,242 | 0.0% | 0.02% | +12.5% | |
| SMH | VANECK SEMICONDUCTOR ETFetf | $72,211 | +29.7% | 274 | 0.0% | 0.02% | +20.0% | |
| EW | Sell | EDWARDS LIFESCIENCES CORP COMstock | $73,961 | +10.0% | 894 | -0.8% | 0.02% | 0.0% |
| VPU | VANGUARD UTILITIES ETFetf | $72,285 | -3.8% | 490 | 0.0% | 0.02% | -10.0% | |
| PM | Buy | PHILIP MORRIS INTL INC COMstock | $68,501 | -3.3% | 704 | +0.6% | 0.02% | -10.5% |
| GILD | Buy | GILEAD SCIENCES INC COMstock | $68,753 | -2.5% | 829 | +0.9% | 0.02% | -10.5% |
| APOLLO GLOBAL MGMT INC COMstock | $68,023 | -1.0% | 1,077 | 0.0% | 0.02% | -5.6% | ||
| C | Buy | CITIGROUP INC COM NEWstock | $69,973 | +4.0% | 1,492 | +0.3% | 0.02% | -5.6% |
| MA | Sell | MASTERCARD INCORPORATED CL Astock | $67,984 | +0.2% | 187 | -4.1% | 0.02% | -5.6% |
| WFC | WELLS FARGO CO NEW COMstock | $64,219 | -9.5% | 1,718 | 0.0% | 0.02% | -15.8% | |
| GSK PLC SPONSORED ADRadr | $63,439 | +1.3% | 1,783 | 0.0% | 0.02% | -5.9% | ||
| FNOV | FT CBOE VEST U.S. EQUITY BUFFER ETF - NOVEMBERetf | $66,248 | +5.9% | 1,762 | 0.0% | 0.02% | -5.9% | |
| STNG | SCORPIO TANKERS INC SHSstock | $64,306 | +4.7% | 1,142 | 0.0% | 0.02% | -5.9% | |
| PH | Buy | PARKER-HANNIFIN CORP COMstock | $66,401 | +15.7% | 198 | +0.5% | 0.02% | +6.7% |
| MS | Buy | MORGAN STANLEY COM NEWstock | $63,539 | +10.9% | 724 | +7.4% | 0.02% | +6.7% |
| VWO | VANGUARD FTSE EMERGING MARKETS ETFetf | $60,647 | +3.7% | 1,501 | 0.0% | 0.02% | -6.2% | |
| AOR | Buy | ISHARES CORE GROWTH ALLOCATION ETFetf | $62,412 | +6.5% | 1,247 | +0.4% | 0.02% | -6.2% |
| GNTX | Buy | GENTEX CORP COMstock | $62,296 | +2.9% | 2,222 | +0.1% | 0.02% | -6.2% |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE CO COMstock | $60,396 | -0.2% | 3,791 | +0.0% | 0.02% | -6.2% |
| Buy | WARNER BROS DISCOVERY INC COM SER Astock | $62,091 | +60.3% | 4,112 | +0.6% | 0.02% | +50.0% | |
| IUSV | Sell | ISHARES CORE S&P US VALUE ETFetf | $56,593 | -8.7% | 767 | -12.5% | 0.01% | -17.6% |
| DRIV | Buy | GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETFetf | $58,847 | +41.6% | 2,468 | +18.0% | 0.01% | +27.3% |
| NJR | NEW JERSEY RES CORP COMstock | $58,520 | +7.2% | 1,100 | 0.0% | 0.01% | -6.7% | |
| VOOG | VANGUARD S&P 500 GROWTH ETFetf | $56,468 | +9.3% | 245 | 0.0% | 0.01% | 0.0% | |
| Sell | GLOBALFOUNDRIES INC ORDINARY SHARESstock | $54,857 | +18.4% | 760 | -11.6% | 0.01% | +16.7% | |
| CAT | Sell | CATERPILLAR INC COMstock | $54,380 | -32.4% | 238 | -29.2% | 0.01% | -40.9% |
| DTE | Buy | DTE ENERGY CO COMstock | $53,514 | -6.0% | 489 | +0.8% | 0.01% | -13.3% |
| EA | ELECTRONIC ARTS INC COMstock | $51,117 | -1.4% | 424 | 0.0% | 0.01% | -7.1% | |
| Sell | CONSTELLATION ENERGY CORP COMstock | $51,828 | -27.0% | 660 | -19.9% | 0.01% | -31.6% | |
| IUSG | Sell | ISHARES CORE S&P U.S. GROWTH ETFetf | $53,862 | -2.5% | 607 | -10.5% | 0.01% | -13.3% |
| FTNT | Sell | FORTINET INC COMstock | $53,500 | -17.4% | 805 | -39.2% | 0.01% | -23.5% |
| VRSN | VERISIGN INC COMstock | $53,255 | +2.9% | 252 | 0.0% | 0.01% | -7.1% | |
| PHO | Buy | INVESCO WATER RESOURCES ETFetf | $53,879 | +3.7% | 1,010 | +0.2% | 0.01% | -7.1% |
| INTU | Sell | INTUIT COMstock | $53,073 | +9.1% | 119 | -4.8% | 0.01% | 0.0% |
| NFBK | Buy | NORTHFIELD BANCORP INC DEL COMstock | $49,501 | -24.5% | 4,202 | +0.9% | 0.01% | -33.3% |
| PTH | Buy | INVESCO DWA HEALTHCARE MOMENTUM ETFetf | $49,956 | +235.6% | 445 | +267.8% | 0.01% | +200.0% |
| HYG | Buy | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFetf | $49,334 | +11.5% | 653 | +8.7% | 0.01% | 0.0% |
| AEP | Buy | AMERICAN ELEC PWR CO INC COMstock | $47,353 | -3.9% | 520 | +0.2% | 0.01% | -7.7% |
| MAA | Buy | MID-AMER APT CMNTYS INC COMreit | $47,801 | -3.0% | 316 | +0.6% | 0.01% | -7.7% |
| Buy | SHELL PLC SPON ADSadr | $46,771 | +1.2% | 813 | +0.1% | 0.01% | 0.0% | |
| HAS | Sell | HASBRO INC COMstock | $48,911 | -12.6% | 911 | -0.7% | 0.01% | -20.0% |
| CB | CHUBB LIMITED COMstock | $49,322 | -12.0% | 254 | 0.0% | 0.01% | -20.0% | |
| MPC | Buy | MARATHON PETE CORP COMstock | $49,697 | +16.4% | 369 | +0.5% | 0.01% | +9.1% |
| ALL | ALLSTATE CORP COMstock | $47,981 | -18.3% | 433 | 0.0% | 0.01% | -25.0% | |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETFetf | $47,452 | +0.4% | 943 | 0.0% | 0.01% | -7.7% | |
| IDU | ISHARES U.S. UTILITIES ETFetf | $45,538 | -3.3% | 544 | 0.0% | 0.01% | -15.4% | |
| FEZ | Buy | SPDR EURO STOXX 50 ETFetf | $43,271 | +16.4% | 964 | +0.3% | 0.01% | +10.0% |
| NYF | Buy | ISHARES NEW YORK MUNI BOND ETFetf | $45,955 | +2.5% | 859 | +0.4% | 0.01% | -8.3% |
| JPS | NUVEEN PFD & INCOME SECS FD COMcef | $45,982 | -5.0% | 7,118 | 0.0% | 0.01% | -15.4% | |
| ABNB | Buy | AIRBNB INC COM CL Astock | $42,794 | +129.6% | 344 | +57.8% | 0.01% | +120.0% |
| ENPH | Buy | ENPHASE ENERGY INC COMstock | $44,790 | +1200.5% | 213 | +1538.5% | 0.01% | +1000.0% |
| ACN | ACCENTURE PLC IRELAND SHS CLASS Astock | $46,015 | +7.1% | 161 | 0.0% | 0.01% | -8.3% | |
| SO | Buy | SOUTHERN CO COMstock | $43,619 | -2.1% | 627 | +0.5% | 0.01% | -8.3% |
| IAGG | Buy | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETFetf | $44,759 | +22.3% | 914 | +18.9% | 0.01% | +10.0% |
| MO | Buy | ALTRIA GROUP INC COMstock | $46,275 | -1.6% | 1,037 | +0.8% | 0.01% | -15.4% |
| WEC | WEC ENERGY GROUP INC COMstock | $45,499 | +1.1% | 480 | 0.0% | 0.01% | -8.3% | |
| DNOV | FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - NOVEMBERetf | $39,445 | +4.9% | 1,151 | 0.0% | 0.01% | 0.0% | |
| SON | Buy | SONOCO PRODS CO COMstock | $40,226 | +1.4% | 659 | +0.8% | 0.01% | -9.1% |
| F | Buy | FORD MTR CO DEL COMstock | $40,679 | +8.8% | 3,229 | +0.4% | 0.01% | 0.0% |
| FDX | Buy | FEDEX CORP COMstock | $39,269 | +36.9% | 172 | +3.6% | 0.01% | +25.0% |
| ADP | AUTOMATIC DATA PROCESSING INC COMstock | $38,584 | -6.8% | 173 | 0.0% | 0.01% | -9.1% | |
| XHR | Buy | XENIA HOTELS & RESORTS INC COMreit | $42,545 | -0.6% | 3,250 | +0.0% | 0.01% | -16.7% |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETFetf | $41,929 | -0.4% | 2,120 | 0.0% | 0.01% | -9.1% | |
| New | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKstock | $39,210 | – | 478 | +100.0% | 0.01% | – | |
| DON | Buy | WISDOMTREE U.S. MIDCAP DIVIDEND FUNDetf | $41,100 | +0.1% | 1,003 | +0.5% | 0.01% | -9.1% |
| MTB | Buy | M & T BK CORP COMstock | $39,245 | -17.4% | 328 | +0.3% | 0.01% | -23.1% |
| MRNA | Sell | MODERNA INC COMstock | $42,388 | -17.2% | 276 | -3.2% | 0.01% | -28.6% |
| PRU | Buy | PRUDENTIAL FINL INC COMstock | $40,054 | +14.1% | 484 | +37.1% | 0.01% | +11.1% |
| INGR | INGREDION INC COMstock | $40,692 | +3.9% | 400 | 0.0% | 0.01% | -9.1% | |
| FFEB | Buy | FT CBOE VEST U.S. EQUITY BUFFER ETF - FEBRUARYetf | $39,324 | +83.6% | 1,052 | +74.8% | 0.01% | +66.7% |
| PNC | PNC FINL SVCS GROUP INC COMstock | $38,130 | -19.5% | 300 | 0.0% | 0.01% | -30.8% | |
| FANG | Buy | DIAMONDBACK ENERGY INC COMstock | $35,983 | -0.6% | 266 | +0.4% | 0.01% | -10.0% |
| VEGN | US VEGAN CLIMATE ETFetf | $34,981 | +11.3% | 1,000 | 0.0% | 0.01% | +12.5% | |
| SYK | STRYKER CORPORATION COMstock | $37,915 | +17.0% | 133 | 0.0% | 0.01% | 0.0% | |
| GFF | GRIFFON CORP COMstock | $35,211 | -10.6% | 1,100 | 0.0% | 0.01% | -18.2% | |
| TM | TOYOTA MOTOR CORP ADSadr | $34,714 | +3.7% | 245 | 0.0% | 0.01% | 0.0% | |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $36,155 | +2.4% | 250 | 0.0% | 0.01% | -10.0% | |
| PROF | PROFOUND MED CORP COM NEWstock | $37,160 | -14.7% | 4,000 | 0.0% | 0.01% | -25.0% | |
| IYK | Buy | ISHARES U.S. CONSUMER STAPLES ETFetf | $36,255 | -1.3% | 182 | +0.6% | 0.01% | -10.0% |
| SRE | SEMPRA COMstock | $37,955 | -2.2% | 251 | 0.0% | 0.01% | -10.0% | |
| RPG | INVESCO S&P 500 PURE GROWTH ETFetf | $34,762 | -0.3% | 230 | 0.0% | 0.01% | 0.0% | |
| BSV | VANGUARD SHORT-TERM BOND ETFetf | $34,879 | +1.6% | 456 | 0.0% | 0.01% | 0.0% | |
| CLX | Buy | CLOROX CO DEL COMstock | $36,809 | +13.5% | 233 | +0.9% | 0.01% | 0.0% |
| VNO | Buy | VORNADO RLTY TR SH BEN INTreit | $38,327 | +14.8% | 2,494 | +55.5% | 0.01% | 0.0% |
| TPVG | TRIPLEPOINT VENTURE GROWTH BDC COMcef | $36,240 | +15.8% | 3,000 | 0.0% | 0.01% | +12.5% | |
| CWB | Buy | SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFetf | $34,038 | +4.6% | 507 | +0.2% | 0.01% | -11.1% |
| UTG | REAVES UTIL INCOME FD COM SH BEN INTcef | $32,240 | +0.4% | 1,136 | 0.0% | 0.01% | -11.1% | |
| FMAY | FT CBOE VEST U.S. EQUITY BUFFER ETF - MAYetf | $30,458 | +4.7% | 827 | 0.0% | 0.01% | 0.0% | |
| CONSENSUS CLOUD SOLUTIONS INC COMstock | $34,090 | -36.6% | 1,000 | 0.0% | 0.01% | -42.9% | ||
| CCEP | COCA-COLA EUROPACIFIC PARTNERS SHSstock | $32,243 | +7.0% | 545 | 0.0% | 0.01% | 0.0% | |
| RDIV | Buy | INVESCO S&P ULTRA DIVIDEND REVENUE ETFetf | $32,728 | -4.5% | 796 | +1.1% | 0.01% | -11.1% |
| DLR | Buy | DIGITAL RLTY TR INC COMreit | $33,249 | -0.9% | 338 | +0.9% | 0.01% | -11.1% |
| LNT | ALLIANT ENERGY CORP COMstock | $31,559 | -3.3% | 591 | 0.0% | 0.01% | -11.1% | |
| LYV | LIVE NATION ENTERTAINMENT INC COMstock | $33,180 | +0.4% | 474 | 0.0% | 0.01% | -11.1% | |
| WBS | Buy | WEBSTER FINL CORP COMstock | $31,067 | -16.1% | 788 | +0.8% | 0.01% | -20.0% |
| ON | Buy | ON SEMICONDUCTOR CORP COMstock | $32,928 | +164.0% | 400 | +100.0% | 0.01% | +166.7% |
| PGX | Buy | INVESCO PREFERRED ETFetf | $31,743 | +4.2% | 2,765 | +1.5% | 0.01% | 0.0% |
| TXT | Buy | TEXTRON INC COMstock | $31,007 | +129.3% | 439 | +129.8% | 0.01% | +100.0% |
| VNQ | VANGUARD REAL ESTATE ETFetf | $31,887 | +0.7% | 384 | 0.0% | 0.01% | -11.1% | |
| IYC | Buy | ISHARES U.S. CONSUMER DISCRETIONARY ETFetf | $31,703 | +13.8% | 490 | +0.2% | 0.01% | +14.3% |
| ESML | Buy | ISHARES ESG AWARE MSCI USA SMALL-CAP ETFetf | $33,911 | +3.7% | 998 | +0.4% | 0.01% | -11.1% |
| CHTR | CHARTER COMMUNICATIONS INC NEW CL Astock | $30,754 | +5.5% | 86 | 0.0% | 0.01% | 0.0% | |
| O | Buy | REALTY INCOME CORP COMreit | $34,445 | +103.5% | 544 | +103.7% | 0.01% | +60.0% |
| WM | WASTE MGMT INC DEL COMstock | $33,652 | +4.1% | 206 | 0.0% | 0.01% | -11.1% | |
| BKLN | Buy | INVESCO SENIOR LOAN ETFetf | $27,385 | +2.9% | 1,317 | +1.6% | 0.01% | 0.0% |
| VLO | VALERO ENERGY CORP COMstock | $30,016 | +10.0% | 215 | 0.0% | 0.01% | 0.0% | |
| AL | AIR LEASE CORP CL Astock | $27,756 | +2.5% | 705 | 0.0% | 0.01% | 0.0% | |
| XLY | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $29,635 | +15.9% | 198 | 0.0% | 0.01% | 0.0% | |
| CARR | Buy | CARRIER GLOBAL CORPORATION COMstock | $29,097 | +69.6% | 636 | +52.9% | 0.01% | +40.0% |
| GURU | GLOBAL X GURU INDEX ETFetf | $28,122 | +3.2% | 800 | 0.0% | 0.01% | 0.0% | |
| CAH | Buy | CARDINAL HEALTH INC COMstock | $27,370 | -1.2% | 363 | +0.8% | 0.01% | 0.0% |
| VRME | VERIFYME INC COM NEWstock | $30,336 | +65.5% | 15,800 | 0.0% | 0.01% | +40.0% | |
| RTX | RAYTHEON TECHNOLOGIES CORP COMstock | $27,448 | -2.9% | 280 | 0.0% | 0.01% | -12.5% | |
| PEG | PUBLIC SVC ENTERPRISE GRP INC COMstock | $26,854 | +1.9% | 430 | 0.0% | 0.01% | 0.0% | |
| BHP | Buy | BHP GROUP LTD SPONSORED ADSadr | $26,638 | +3.5% | 420 | +1.2% | 0.01% | 0.0% |
| RYU | INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETFetf | $30,051 | -2.5% | 265 | 0.0% | 0.01% | -12.5% | |
| BGH | BARINGS GLOBAL SHORT DURATION COMcef | $28,844 | +1.7% | 2,236 | 0.0% | 0.01% | -12.5% | |
| DTN | WISDOMTREE U.S. AI ENHANCED VALUE FUNDetf | $29,240 | -0.2% | 319 | 0.0% | 0.01% | -12.5% | |
| BP | Sell | BP PLC SPONSORED ADRadr | $29,517 | -11.8% | 778 | -18.9% | 0.01% | -22.2% |
| ARKG | ARK GENOMIC REVOLUTION ETFetf | $27,153 | +6.5% | 903 | 0.0% | 0.01% | 0.0% | |
| BUD | ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRadr | $27,092 | +11.1% | 406 | 0.0% | 0.01% | 0.0% | |
| AIG | AMERICAN INTL GROUP INC COM NEWstock | $27,899 | -20.4% | 554 | 0.0% | 0.01% | -22.2% | |
| IEV | ISHARES EUROPE ETFetf | $28,088 | +10.4% | 562 | 0.0% | 0.01% | 0.0% | |
| IDV | Buy | ISHARES INTERNATIONAL SELECT DIVIDEND ETFetf | $26,562 | +1.9% | 966 | +0.6% | 0.01% | 0.0% |
| MET | Buy | METLIFE INC COMstock | $29,375 | -19.2% | 507 | +0.8% | 0.01% | -30.0% |
| MRTX | MIRATI THERAPEUTICS INC COMstock | $29,781 | -17.9% | 801 | 0.0% | 0.01% | -30.0% | |
| MDLZ | MONDELEZ INTL INC CL Astock | $27,958 | +4.6% | 401 | 0.0% | 0.01% | 0.0% | |
| NSC | NORFOLK SOUTHN CORP COMstock | $27,560 | -14.0% | 130 | 0.0% | 0.01% | -22.2% | |
| DRAFTKINGS INC NEW COM CL Astock | $22,942 | +70.0% | 1,185 | 0.0% | 0.01% | +50.0% | ||
| FSLR | FIRST SOLAR INC COMstock | $23,273 | +45.2% | 107 | 0.0% | 0.01% | +50.0% | |
| CMI | CUMMINS INC COMstock | $24,169 | -1.4% | 101 | 0.0% | 0.01% | -14.3% | |
| EWJ | ISHARES MSCI JAPAN ETFetf | $24,107 | +7.8% | 411 | 0.0% | 0.01% | 0.0% | |
| KKR | KKR & CO INC COMstock | $23,771 | +13.1% | 453 | 0.0% | 0.01% | 0.0% | |
| FJAN | Buy | FT CBOE VEST U.S. EQUITY BUFFER ETF - JANUARYetf | $25,250 | +47.2% | 724 | +38.2% | 0.01% | +20.0% |
| PEY | Buy | INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETFetf | $25,615 | -2.7% | 1,286 | +1.0% | 0.01% | -14.3% |
| COIN | Sell | COINBASE GLOBAL INC COM CL Astock | $22,839 | +75.8% | 338 | -7.9% | 0.01% | +100.0% |
| AON | AON PLC SHS CL Astock | $23,331 | +5.0% | 74 | 0.0% | 0.01% | 0.0% | |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDetf | $24,936 | +3.3% | 400 | 0.0% | 0.01% | 0.0% | |
| DVN | Buy | DEVON ENERGY CORP NEW COMstock | $23,358 | -15.9% | 462 | +2.4% | 0.01% | -14.3% |
| PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEWadr | $23,616 | +22.4% | 1,287 | 0.0% | 0.01% | +20.0% | |
| PWP | PERELLA WEINBERG PARTNERS CLASS A COMstock | $24,388 | -7.1% | 2,680 | 0.0% | 0.01% | -14.3% | |
| DFS | Buy | DISCOVER FINL SVCS COMstock | $22,707 | +1.4% | 230 | +0.4% | 0.01% | 0.0% |
| VOD | VODAFONE GROUP PLC NEW SPONSORED ADRadr | $24,465 | +9.1% | 2,216 | 0.0% | 0.01% | 0.0% | |
| VMW | Sell | VMWARE INC CL A COMstock | $25,095 | -4.5% | 201 | -6.1% | 0.01% | -14.3% |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETFetf | $22,484 | +2.3% | 483 | 0.0% | 0.01% | 0.0% | |
| EXG | Buy | EATON VANCE TAX-MANAGED GLOBAL COMcef | $25,265 | +5.7% | 3,235 | +2.2% | 0.01% | 0.0% |
| VRTX | VERTEX PHARMACEUTICALS INC COMstock | $25,206 | +9.1% | 80 | 0.0% | 0.01% | 0.0% | |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC. COMstock | $23,271 | -12.2% | 278 | -26.3% | 0.01% | -14.3% |
| IHF | ISHARES U.S. HEALTHCARE PROVIDERS ETFetf | $24,721 | -7.7% | 100 | 0.0% | 0.01% | -14.3% | |
| PBW | Buy | INVESCO WILDERHILL CLEAN ENERGY ETFetf | $22,668 | +6.7% | 561 | +1.3% | 0.01% | 0.0% |
| PCY | Buy | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETFetf | $25,818 | +4.3% | 1,346 | +1.5% | 0.01% | -14.3% |
| XBI | SPDR S&P BIOTECH ETFetf | $25,303 | -8.2% | 332 | 0.0% | 0.01% | -14.3% | |
| GLD | SPDR GOLD SHARESetf | $23,086 | +8.0% | 126 | 0.0% | 0.01% | 0.0% | |
| GLW | Buy | CORNING INC COMstock | $25,407 | +10.9% | 720 | +0.4% | 0.01% | 0.0% |
| SHV | Buy | ISHARES SHORT TREASURY BOND ETFetf | $24,200 | +4.8% | 219 | +4.3% | 0.01% | 0.0% |
| IGIB | Buy | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $23,155 | +4.2% | 452 | +0.7% | 0.01% | 0.0% |
| ABB | ABB LTD SPONSORED ADRadr | $22,878 | +12.6% | 667 | 0.0% | 0.01% | +20.0% | |
| TT | TRANE TECHNOLOGIES PLC SHSstock | $24,469 | +9.5% | 133 | 0.0% | 0.01% | 0.0% | |
| JCI | JOHNSON CTLS INTL PLC SHSstock | $25,895 | -5.9% | 430 | 0.0% | 0.01% | -14.3% | |
| HPF | HANCOCK JOHN PFD INCOME FD II COMcef | $26,043 | -1.0% | 1,678 | 0.0% | 0.01% | -14.3% | |
| KMB | KIMBERLY-CLARK CORP COMstock | $22,449 | -1.0% | 167 | 0.0% | 0.01% | 0.0% | |
| HELE | HELEN OF TROY LTD COMstock | $23,793 | -14.2% | 250 | 0.0% | 0.01% | -14.3% | |
| ETW | Buy | EATON VANCE TAX-MANAGED GLOBAL COMcef | $18,406 | +5.1% | 2,278 | +1.0% | 0.01% | 0.0% |
| OXY | Buy | OCCIDENTAL PETE CORP COMstock | $19,950 | -0.7% | 320 | +0.3% | 0.01% | 0.0% |
| AVGO | BROADCOM INC COMstock | $21,171 | +14.7% | 33 | 0.0% | 0.01% | 0.0% | |
| BRKL | New | BROOKLINE BANCORP INC DEL COMstock | $18,587 | – | 1,770 | +100.0% | 0.01% | – |
| PSCH | INVESCO S&P SMALLCAP HEALTH CARE ETFetf | $18,598 | -0.8% | 142 | 0.0% | 0.01% | 0.0% | |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETFetf | $18,371 | +24.1% | 720 | 0.0% | 0.01% | +25.0% | |
| QQQM | Buy | INVESCO NASDAQ 100 ETFetf | $20,682 | +77.5% | 157 | +48.1% | 0.01% | +66.7% |
| BK | Buy | BANK NEW YORK MELLON CORP COMstock | $19,445 | +0.6% | 428 | +0.7% | 0.01% | 0.0% |
| EPP | ISHARES MSCI PACIFIC EX-JAPAN ETFetf | $19,595 | +2.3% | 447 | 0.0% | 0.01% | 0.0% | |
| OEF | ISHARES S&P 100 ETFetf | $19,826 | +9.7% | 106 | 0.0% | 0.01% | 0.0% | |
| GD | Buy | GENERAL DYNAMICS CORP COMstock | $21,231 | +98.9% | 93 | +116.3% | 0.01% | +66.7% |
| FXI | ISHARES CHINA LARGE-CAP ETFetf | $20,075 | +4.3% | 680 | 0.0% | 0.01% | 0.0% | |
| VGK | Buy | VANGUARD FTSE EUROPE ETFetf | $19,929 | +10.3% | 327 | +0.3% | 0.01% | 0.0% |
| CMG | CHIPOTLE MEXICAN GRILL INC COMstock | $20,499 | +23.1% | 12 | 0.0% | 0.01% | +25.0% | |
| ARCC | ARES CAPITAL CORP COMcef | $18,569 | -1.1% | 1,016 | 0.0% | 0.01% | 0.0% | |
| FAN | Buy | FIRST TRUST GLOBAL WIND ENERGY ETFetf | $21,057 | +3.4% | 1,179 | +0.3% | 0.01% | 0.0% |
| FSK | FS KKR CAP CORP COMcef | $21,220 | +5.7% | 1,147 | 0.0% | 0.01% | 0.0% | |
| EVX | VANECK ENVIRONMENTAL SERVICES ETFetf | $21,336 | +6.8% | 147 | 0.0% | 0.01% | 0.0% | |
| ET | ENERGY TRANSFER L P COM UT LTD PTNstock | $18,705 | +5.1% | 1,500 | 0.0% | 0.01% | 0.0% | |
| UL | Buy | UNILEVER PLC SPON ADR NEWadr | $21,653 | +3.6% | 417 | +0.5% | 0.01% | -16.7% |
| MU | MICRON TECHNOLOGY INC COMstock | $20,286 | +20.9% | 336 | 0.0% | 0.01% | 0.0% | |
| LRFC | LOGAN RIDGE FINANCE CORP COMcef | $20,488 | -7.0% | 985 | 0.0% | 0.01% | -16.7% | |
| ICSH | BLACKROCK ULTRA SHORT-TERM BOND ETFetf | $19,899 | +0.4% | 396 | 0.0% | 0.01% | 0.0% | |
| NXPI | NXP SEMICONDUCTORS N V COMstock | $20,699 | +18.0% | 111 | 0.0% | 0.01% | 0.0% | |
| DD | DUPONT DE NEMOURS INC COMstock | $19,025 | +4.6% | 265 | 0.0% | 0.01% | 0.0% | |
| DUK | DUKE ENERGY CORP NEW COM NEWstock | $19,051 | -5.9% | 197 | 0.0% | 0.01% | 0.0% | |
| DOW | Buy | DOW INC COMstock | $19,503 | +9.0% | 356 | +0.3% | 0.01% | 0.0% |
| DELL | Sell | DELL TECHNOLOGIES INC CL Cstock | $18,919 | -5.2% | 471 | -5.0% | 0.01% | 0.0% |
| DSL | DOUBLELINE INCOME SOLUTIONS FD COMcef | $20,261 | +2.5% | 1,782 | 0.0% | 0.01% | 0.0% | |
| RSG | REPUBLIC SVCS INC COMstock | $22,176 | +4.8% | 164 | 0.0% | 0.01% | -16.7% | |
| BYND | Buy | BEYOND MEAT INC COMstock | $15,240 | +49.7% | 939 | +13.5% | 0.00% | +33.3% |
| XLU | Buy | UTILITIES SELECT SECTOR SPDR FUNDetf | $15,592 | -3.3% | 230 | +0.4% | 0.00% | 0.0% |
| ETN | EATON CORP PLC SHSstock | $17,134 | +9.2% | 100 | 0.0% | 0.00% | 0.0% | |
| SOFI | Sell | SOFI TECHNOLOGIES INC COMstock | $17,239 | +23.8% | 2,840 | -6.0% | 0.00% | 0.0% |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFetf | $18,118 | +20.6% | 159 | 0.0% | 0.00% | 0.0% | |
| ATVI | Buy | ACTIVISION BLIZZARD INC COMstock | $15,663 | +146.5% | 183 | +120.5% | 0.00% | +100.0% |
| New | AMERICA MOVIL SAB DE CV SPON ADS RP CL Badr | $16,503 | – | 784 | +100.0% | 0.00% | – | |
| AAON | AAON INC COM PAR $0.004stock | $16,727 | +28.4% | 173 | 0.0% | 0.00% | 0.0% | |
| BCX | BLACKROCK RES & COMMODITIES ST SHScef | $15,646 | -4.3% | 1,640 | 0.0% | 0.00% | 0.0% | |
| SR | Buy | SPIRE INC COMstock | $16,390 | +2.9% | 234 | +1.3% | 0.00% | 0.0% |
| PSX | Buy | PHILLIPS 66 COMstock | $16,385 | -2.1% | 162 | +0.6% | 0.00% | -20.0% |
| MAR | MARRIOTT INTL INC NEW CL Astock | $16,149 | +11.8% | 97 | 0.0% | 0.00% | 0.0% | |
| GIS | Sell | GENERAL MLS INC COMstock | $14,629 | -13.3% | 171 | -14.9% | 0.00% | -20.0% |
| TAN | INVESCO SOLAR ETFetf | $16,225 | +6.4% | 209 | 0.0% | 0.00% | 0.0% | |
| SJNK | Buy | SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETFetf | $14,453 | +3.7% | 582 | +1.2% | 0.00% | 0.0% |
| ARKW | ARK NEXT GENERATION INTERNET ETFetf | $17,530 | +39.1% | 327 | 0.0% | 0.00% | +33.3% | |
| JBHT | HUNT J B TRANS SVCS INC COMstock | $14,388 | +0.6% | 82 | 0.0% | 0.00% | 0.0% | |
| TRV | TRAVELERS COMPANIES INC COMstock | $15,627 | -8.5% | 91 | 0.0% | 0.00% | -20.0% | |
| EIX | Buy | EDISON INTL COMstock | $14,652 | +12.1% | 208 | +1.5% | 0.00% | 0.0% |
| KFY | Buy | KORN FERRY COM NEWstock | $16,136 | +2.5% | 312 | +0.3% | 0.00% | 0.0% |
| ETV | EATON VANCE TAX-MANAGED BUY- W COMcef | $15,788 | +2.9% | 1,250 | 0.0% | 0.00% | 0.0% | |
| EML | EASTERN CO COMstock | $18,233 | +1.0% | 936 | 0.0% | 0.00% | -20.0% | |
| X | UNITED STATES STL CORP NEW COMstock | $14,433 | +4.2% | 553 | 0.0% | 0.00% | 0.0% | |
| OGN | Buy | ORGANON & CO COMMON STOCKstock | $17,711 | -15.1% | 753 | +0.8% | 0.00% | -33.3% |
| DRI | DARDEN RESTAURANTS INC COMstock | $16,602 | +12.2% | 107 | 0.0% | 0.00% | 0.0% | |
| CCI | CROWN CASTLE INC COMreit | $17,935 | -1.3% | 134 | 0.0% | 0.00% | -20.0% | |
| ERTH | Buy | INVESCO MSCI SUSTAINABLE FUTURE ETFetf | $17,860 | +2.9% | 364 | +0.3% | 0.00% | -20.0% |
| MSI | MOTOROLA SOLUTIONS INC COM NEWstock | $14,976 | +11.3% | 52 | 0.0% | 0.00% | 0.0% | |
| HES | HESS CORP COMstock | $14,557 | -6.7% | 110 | 0.0% | 0.00% | 0.0% | |
| NEM | Buy | NEWMONT CORP COMstock | $15,626 | +4.6% | 319 | +0.9% | 0.00% | 0.0% |
| HALEON PLC SPON ADSadr | $18,144 | +1.7% | 2,229 | 0.0% | 0.00% | -20.0% | ||
| SCHA | SCHWAB U.S. SMALL-CAP ETFetf | $16,688 | +3.5% | 398 | 0.0% | 0.00% | 0.0% | |
| HPK | HIGHPEAK ENERGY INC COMstock | $17,490 | +0.7% | 760 | 0.0% | 0.00% | -20.0% | |
| FFC | Buy | FLAHERTY & CRUMRINE PFD SECS I COMcef | $15,656 | -6.2% | 1,131 | +1.8% | 0.00% | 0.0% |
| XLE | Buy | ENERGY SELECT SECTOR SPDR FUNDetf | $14,709 | -4.3% | 178 | +1.1% | 0.00% | 0.0% |
| EQL | ALPS EQUAL SECTOR WEIGHT ETFetf | $15,626 | +4.0% | 157 | 0.0% | 0.00% | 0.0% | |
| AZN | Buy | ASTRAZENECA PLC SPONSORED ADRadr | $15,460 | +3.8% | 223 | +1.4% | 0.00% | 0.0% |
| SPOT | SPOTIFY TECHNOLOGY S A SHSstock | $17,905 | +69.3% | 134 | 0.0% | 0.00% | +33.3% | |
| BJ | BJS WHSL CLUB HLDGS INC COMstock | $14,225 | +15.0% | 187 | 0.0% | 0.00% | +33.3% | |
| BIP | Buy | BROOKFIELD INFRAST PARTNERS LP LP INT UNITstock | $16,885 | +81.6% | 500 | +66.7% | 0.00% | +33.3% |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADRadr | $16,546 | +17.3% | 2,347 | 0.0% | 0.00% | 0.0% | |
| MDT | MEDTRONIC PLC SHSstock | $16,608 | +3.7% | 206 | 0.0% | 0.00% | 0.0% | |
| DIAX | Buy | NUVEEN DOW 30 DYNMC OVERWRT FD SHScef | $14,820 | -3.6% | 1,010 | +1.9% | 0.00% | 0.0% |
| IYG | Buy | ISHARES US FINANCIAL SERVICES ETFetf | $16,600 | -3.6% | 110 | +0.9% | 0.00% | -20.0% |
| FEP | FIRST TRUST EUROPE ALPHADEX FUNDetf | $11,164 | +8.0% | 321 | 0.0% | 0.00% | 0.0% | |
| VDC | Buy | VANGUARD CONSUMER STAPLES ETFetf | $11,519 | +1.5% | 60 | +1.7% | 0.00% | 0.0% |
| ITW | ILLINOIS TOOL WKS INC COMstock | $13,390 | +10.5% | 55 | 0.0% | 0.00% | 0.0% | |
| NFJ | Buy | VIRTUS DIVIDEND INTEREST & PR COMcef | $12,932 | +6.6% | 1,100 | +2.3% | 0.00% | 0.0% |
| SMAR | SMARTSHEET INC COM CL Astock | $11,472 | +21.4% | 240 | 0.0% | 0.00% | 0.0% | |
| EWC | ISHARES MSCI CANADA ETFetf | $13,672 | +4.4% | 400 | 0.0% | 0.00% | -25.0% | |
| JNPR | JUNIPER NETWORKS INC COMstock | $10,773 | +7.7% | 313 | 0.0% | 0.00% | 0.0% | |
| DTM | Buy | DT MIDSTREAM INC COMMON STOCKstock | $12,094 | -9.6% | 245 | +1.2% | 0.00% | -25.0% |
| VTRS | Buy | VIATRIS INC COMstock | $12,815 | -1.3% | 1,332 | +14.1% | 0.00% | 0.0% |
| IHAK | ISHARES CYBERSECURITY & TECH ETFetf | $13,292 | +10.1% | 366 | 0.0% | 0.00% | 0.0% | |
| RWR | SPDR DOW JONES REIT ETFetf | $12,784 | +1.9% | 144 | 0.0% | 0.00% | 0.0% | |
| VIAC | Buy | PARAMOUNT GLOBAL CLASS B COMstock | $13,444 | +33.8% | 603 | +1.3% | 0.00% | 0.0% |
| PHILLIPS EDISON & CO INC COMMON STOCKreit | $10,830 | +2.5% | 332 | 0.0% | 0.00% | 0.0% | ||
| BCE | BCE INC COM NEWstock | $14,154 | +1.9% | 316 | 0.0% | 0.00% | -25.0% | |
| PGTI | PGT INNOVATIONS INC COMstock | $12,455 | +39.8% | 496 | 0.0% | 0.00% | +50.0% | |
| HPQ | HP INC COMstock | $10,851 | +9.3% | 370 | 0.0% | 0.00% | 0.0% | |
| HLT | HILTON WORLDWIDE HLDGS INC COMstock | $11,129 | +11.5% | 79 | 0.0% | 0.00% | 0.0% | |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LPstock | $10,852 | +8.1% | 200 | 0.0% | 0.00% | 0.0% | |
| MOO | VANECK AGRIBUSINESS ETFetf | $13,637 | +1.2% | 157 | 0.0% | 0.00% | -25.0% | |
| IXC | ISHARES GLOBAL ENERGY ETFetf | $13,745 | -3.1% | 364 | 0.0% | 0.00% | -25.0% | |
| EXLS | EXLSERVICE HOLDINGS INC COMstock | $11,328 | -4.5% | 70 | 0.0% | 0.00% | 0.0% | |
| DJUL | FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - JULYetf | $10,187 | +4.6% | 315 | 0.0% | 0.00% | 0.0% | |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDetf | $13,956 | +6.6% | 261 | 0.0% | 0.00% | -25.0% | |
| KW | KENNEDY-WILSON HOLDINGS INC COMstock | $12,841 | +5.5% | 774 | 0.0% | 0.00% | 0.0% | |
| IEX | IDEX CORP COMstock | $11,783 | +1.2% | 51 | 0.0% | 0.00% | 0.0% | |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORDstock | $13,910 | +3.0% | 107 | 0.0% | 0.00% | -25.0% | |
| PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTNstock | $12,744 | +6.0% | 1,022 | 0.0% | 0.00% | 0.0% | |
| PBI | PITNEY BOWES INC COMstock | $12,569 | +2.4% | 3,231 | 0.0% | 0.00% | 0.0% | |
| ENB | ENBRIDGE INC COMstock | $11,712 | -2.4% | 307 | 0.0% | 0.00% | 0.0% | |
| CQP | Buy | CHENIERE ENERGY PARTNERS LP COM UNITstock | $13,528 | -15.1% | 286 | +2.1% | 0.00% | -25.0% |
| RHP | RYMAN HOSPITALITY PPTYS INC COMreit | $11,665 | +9.7% | 130 | 0.0% | 0.00% | 0.0% | |
| SYY | SYSCO CORP COMstock | $13,284 | +1.0% | 172 | 0.0% | 0.00% | -25.0% | |
| QMAR | FT CBOE VEST NASDAQ-100 BUFFER ETF - MARCHetf | $12,709 | +17.2% | 573 | 0.0% | 0.00% | 0.0% | |
| CTVA | CORTEVA INC COMstock | $11,711 | +2.7% | 194 | 0.0% | 0.00% | 0.0% | |
| ALB | ALBEMARLE CORP COMstock | $13,704 | +1.9% | 62 | 0.0% | 0.00% | -25.0% | |
| PKG | PACKAGING CORP AMER COMstock | $10,273 | +8.5% | 74 | 0.0% | 0.00% | 0.0% | |
| SPLG | SPDR PORTFOLIO S&P 500 ETFetf | $11,604 | +7.0% | 241 | 0.0% | 0.00% | 0.0% | |
| JFR | Buy | NUVEEN FLOATING RATE INCOME FD COMcef | $8,590 | +6.3% | 1,048 | +2.7% | 0.00% | 0.0% |
| SDOG | ALPS SECTOR DIVIDEND DOGS ETFetf | $7,936 | -0.5% | 155 | 0.0% | 0.00% | 0.0% | |
| ARKQ | ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETFetf | $10,108 | +22.6% | 201 | 0.0% | 0.00% | 0.0% | |
| GLTR | ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETFetf | $6,841 | +2.2% | 75 | 0.0% | 0.00% | 0.0% | |
| A | AGILENT TECHNOLOGIES INC COMstock | $7,055 | -7.6% | 51 | 0.0% | 0.00% | 0.0% | |
| AKRO | AKERO THERAPEUTICS INC COMstock | $7,767 | -30.2% | 203 | 0.0% | 0.00% | -33.3% | |
| New | STRIVE U.S. ENERGY ETFetf | $8,340 | – | 300 | +100.0% | 0.00% | – | |
| AMAT | APPLIED MATLS INC COMstock | $7,124 | +26.1% | 58 | 0.0% | 0.00% | 0.0% | |
| AIZ | Sell | ASSURANT INC COMstock | $6,513 | -29.8% | 54 | -27.0% | 0.00% | 0.0% |
| ALV | AUTOLIV INC COMstock | $8,402 | +21.9% | 90 | 0.0% | 0.00% | 0.0% | |
| JJG | IPATH SERIES B BLOOMBERG GRAINS SUBINDEX TOTAL RETURN ETNetf | $8,384 | -2.7% | 111 | 0.0% | 0.00% | 0.0% | |
| JJA | IPATH SERIES B BLOOMBERG AGRICULTURE SUBINDEX TOTAL RETURN ETNetf | $8,851 | -0.1% | 348 | 0.0% | 0.00% | 0.0% | |
| COF | CAPITAL ONE FINL CORP COMstock | $8,858 | +3.5% | 92 | 0.0% | 0.00% | 0.0% | |
| CHD | CHURCH & DWIGHT CO INC COMstock | $6,189 | +9.7% | 70 | 0.0% | 0.00% | 0.0% | |
| CION INVT CORP COMstock | $8,429 | +1.2% | 854 | 0.0% | 0.00% | 0.0% | ||
| CODI | Buy | COMPASS DIVERSIFIED SH BEN INTstock | $10,075 | +5.9% | 528 | +1.1% | 0.00% | -33.3% |
| COP | New | CONOCOPHILLIPS COMstock | $8,036 | – | 81 | +100.0% | 0.00% | – |
| CTSO | CYTOSORBENTS CORP COM NEWstock | $7,488 | +117.4% | 2,222 | 0.0% | 0.00% | +100.0% | |
| EPR | EPR PPTYS COM SH BEN INTreit | $8,573 | +1.0% | 225 | 0.0% | 0.00% | 0.0% | |
| EHTH | EHEALTH INC COMstock | $9,360 | +93.4% | 1,000 | 0.0% | 0.00% | +100.0% | |
| ETR | ENTERGY CORP NEW COMstock | $7,003 | -4.2% | 65 | 0.0% | 0.00% | 0.0% | |
| ESS | ESSEX PPTY TR INC COMreit | $9,394 | -0.5% | 45 | 0.0% | 0.00% | -33.3% | |
| FPF | Buy | FIRST TR INTER DURATN PFD & IN COMcef | $9,105 | -4.7% | 577 | +1.9% | 0.00% | -33.3% |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUNDetf | $7,393 | +20.1% | 50 | 0.0% | 0.00% | 0.0% | |
| QCLN | Buy | FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUNDetf | $9,965 | +10.9% | 191 | +0.5% | 0.00% | 0.0% |
| FMAR | New | FT CBOE VEST U.S. EQUITY BUFFER ETF - MARCHetf | $6,993 | – | 208 | +100.0% | 0.00% | – |
| DFEB | FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARYetf | $7,600 | +0.9% | 226 | 0.0% | 0.00% | 0.0% | |
| FAAR | Buy | FIRST TRUST ALTERNATIVE ABSOLUTE RETURN STRATEGY ETFetf | $8,803 | +5.2% | 296 | +5.7% | 0.00% | 0.0% |
| FBHS | Buy | FORTUNE BRANDS INNOVATIONS INC COMstock | $6,746 | +3.2% | 115 | +0.9% | 0.00% | 0.0% |
| GAB | GABELLI EQUITY TR INC COMcef | $6,888 | +4.7% | 1,200 | 0.0% | 0.00% | 0.0% | |
| GPC | GENUINE PARTS CO COMstock | $6,525 | -3.6% | 39 | 0.0% | 0.00% | 0.0% | |
| HSY | Sell | HERSHEY CO COMstock | $7,423 | -33.4% | 29 | -39.6% | 0.00% | -33.3% |
| INDB | Buy | INDEPENDENT BK CORP MASS COMstock | $7,403 | -21.7% | 113 | +0.9% | 0.00% | -33.3% |
| PSCT | INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY ETFetf | $7,761 | +9.8% | 59 | 0.0% | 0.00% | 0.0% | |
| IAU | ISHARES GOLD TRUSTetf | $6,316 | +8.0% | 169 | 0.0% | 0.00% | 0.0% | |
| EWZ | ISHARES MSCI BRAZIL ETFetf | $8,344 | -2.1% | 305 | 0.0% | 0.00% | 0.0% | |
| AOK | ISHARES CORE CONSERVATIVE ALLOCATION ETFetf | $9,439 | +4.0% | 270 | 0.0% | 0.00% | 0.0% | |
| ESGU | ISHARES ESG AWARE MSCI USA ETFetf | $8,502 | +6.7% | 94 | 0.0% | 0.00% | 0.0% | |
| Sell | KYNDRYL HLDGS INC COMMON STOCKstock | $6,140 | +19.5% | 416 | -10.0% | 0.00% | +100.0% | |
| LII | LENNOX INTL INC COMstock | $9,800 | +5.0% | 39 | 0.0% | 0.00% | -33.3% | |
| MKL | MARKEL CORP COMstock | $6,387 | -3.0% | 5 | 0.0% | 0.00% | 0.0% | |
| MCO | MOODYS CORP COMstock | $9,793 | +9.8% | 32 | 0.0% | 0.00% | 0.0% | |
| NAC | Buy | NUVEEN CA QUALTY MUN INCOME FD COMcef | $9,166 | +0.5% | 833 | +1.1% | 0.00% | 0.0% |
| OKTA | OKTA INC CL Astock | $8,020 | +26.2% | 93 | 0.0% | 0.00% | 0.0% | |
| GHY | Buy | PGIM GLOBAL HIGH YIELD FD FORM COMcef | $6,319 | +4.1% | 576 | +2.9% | 0.00% | 0.0% |
| RCS | New | PIMCO STRATEGIC INCOME FD COMcef | $9,736 | – | 1,830 | +100.0% | 0.00% | – |
| PTY | PIMCO CORPORATE & INCOME OPPOR COMcef | $8,729 | +3.8% | 700 | 0.0% | 0.00% | 0.0% | |
| PLD | PROLOGIS INC. COMreit | $7,237 | +10.7% | 58 | 0.0% | 0.00% | 0.0% | |
| SPGI | S&P GLOBAL INC COMstock | $7,603 | +3.0% | 22 | 0.0% | 0.00% | 0.0% | |
| TOTL | SPDR DOUBLELINE TOTAL RETURN TACTICAL ETFetf | $8,247 | +2.5% | 201 | 0.0% | 0.00% | 0.0% | |
| SPYD | SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETFetf | $9,500 | -4.0% | 250 | 0.0% | 0.00% | -33.3% | |
| SIRI | Buy | SIRIUS XM HOLDINGS INC COMstock | $8,480 | -31.7% | 2,136 | +0.5% | 0.00% | -33.3% |
| SWBI | Buy | SMITH & WESSON BRANDS INC COMstock | $9,116 | +44.6% | 741 | +2.1% | 0.00% | 0.0% |
| AOS | SMITH A O CORP COMstock | $9,546 | +20.8% | 138 | 0.0% | 0.00% | 0.0% | |
| SNAP | SNAP INC CL Astock | $8,172 | +25.2% | 729 | 0.0% | 0.00% | 0.0% | |
| SNOW | SNOWFLAKE INC CL Astock | $7,406 | +7.5% | 48 | 0.0% | 0.00% | 0.0% | |
| SEDG | SOLAREDGE TECHNOLOGIES INC COMstock | $7,599 | +7.3% | 25 | 0.0% | 0.00% | 0.0% | |
| LUV | Sell | SOUTHWEST AIRLS CO COMstock | $6,508 | -22.7% | 200 | -20.0% | 0.00% | 0.0% |
| SFIX | STITCH FIX INC COM CL Astock | $9,019 | +64.3% | 1,765 | 0.0% | 0.00% | +100.0% | |
| TPR | Buy | TAPESTRY INC COMstock | $8,658 | +14.0% | 201 | +1.0% | 0.00% | 0.0% |
| TAGS | TEUCRIUM AGRICULTURAL FUNDetf | $8,691 | -0.9% | 280 | 0.0% | 0.00% | 0.0% | |
| TFC | TRUIST FINL CORP COMstock | $6,820 | -20.8% | 200 | 0.0% | 0.00% | 0.0% | |
| UBER | UBER TECHNOLOGIES INC COMstock | $9,478 | +28.2% | 299 | 0.0% | 0.00% | 0.0% | |
| ULTA | ULTA BEAUTY INC COMstock | $7,094 | +16.3% | 13 | 0.0% | 0.00% | 0.0% | |
| UAL | UNITED AIRLS HLDGS INC COMstock | $9,956 | +17.4% | 225 | 0.0% | 0.00% | 0.0% | |
| UNM | Sell | UNUM GROUP COMstock | $8,748 | -34.6% | 221 | -32.2% | 0.00% | -50.0% |
| SLX | VANECK STEEL ETFetf | $9,027 | +10.2% | 142 | 0.0% | 0.00% | 0.0% | |
| EMLC | VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETFetf | $6,111 | +4.2% | 242 | 0.0% | 0.00% | 0.0% | |
| BIV | Buy | VANGUARD INTERMEDIATE-TERM BOND ETFetf | $6,983 | +32.3% | 91 | +28.2% | 0.00% | +100.0% |
| VXF | VANGUARD EXTENDED MARKET ETFetf | $8,029 | +5.9% | 57 | 0.0% | 0.00% | 0.0% | |
| ZETA | ZETA GLOBAL HOLDINGS CORP CL Astock | $6,498 | +32.6% | 600 | 0.0% | 0.00% | +100.0% | |
| KBR | KBR INC COMstock | $4,955 | +4.3% | 90 | 0.0% | 0.00% | 0.0% | |
| GIM | TEMPLETON GLOBAL INCOME FD COMcef | $2,860 | +1.6% | 650 | 0.0% | 0.00% | 0.0% | |
| TDC | TERADATA CORP DEL COMstock | $4,471 | +19.7% | 111 | 0.0% | 0.00% | 0.0% | |
| GDEN | GOLDEN ENTMT INC COMstock | $2,741 | +16.3% | 63 | 0.0% | 0.00% | 0.0% | |
| AVUS | AVANTIS U.S. EQUITY ETFetf | $2,268 | +4.2% | 32 | 0.0% | 0.00% | 0.0% | |
| NGG | NATIONAL GRID PLC SPONSORED ADR NEadr | $2,250 | +14.6% | 33 | 0.0% | 0.00% | 0.0% | |
| DBX | DROPBOX INC CL Astock | $4,324 | -3.4% | 200 | 0.0% | 0.00% | 0.0% | |
| COWZ | PACER US CASH COWS 100 ETFetf | $2,817 | +1.5% | 60 | 0.0% | 0.00% | 0.0% | |
| DG | DOLLAR GEN CORP NEW COMstock | $2,107 | -14.5% | 10 | 0.0% | 0.00% | 0.0% | |
| IHE | ISHARES U.S. PHARMACEUTICALS ETFetf | $4,908 | -5.8% | 28 | 0.0% | 0.00% | 0.0% | |
| TYG | TORTOISE ENERGY INFRA CORP COMcef | $5,498 | -7.5% | 187 | 0.0% | 0.00% | -50.0% | |
| DOCU | DOCUSIGN INC COMstock | $2,099 | +5.2% | 36 | 0.0% | 0.00% | 0.0% | |
| PLTR | PALANTIR TECHNOLOGIES INC CL Astock | $2,079 | +31.7% | 246 | 0.0% | 0.00% | – | |
| GPN | GLOBAL PMTS INC COMstock | $2,315 | +5.9% | 22 | 0.0% | 0.00% | 0.0% | |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETFetf | $2,118 | +2.4% | 18 | 0.0% | 0.00% | 0.0% | |
| Buy | GINKGO BIOWORKS HOLDINGS INC CL A SHSstock | $4,624 | +7125.0% | 3,477 | +9050.0% | 0.00% | – | |
| MBB | ISHARES MBS ETFetf | $4,642 | +2.1% | 49 | 0.0% | 0.00% | 0.0% | |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETFetf | $4,523 | +5.4% | 76 | 0.0% | 0.00% | 0.0% | |
| NCLH | NORWEGIAN CRUISE LINE HLDG LTD SHSstock | $5,313 | +9.9% | 395 | 0.0% | 0.00% | 0.0% | |
| COMT | Buy | ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETFetf | $5,703 | +2.2% | 211 | +6.6% | 0.00% | -50.0% |
| IT | GARTNER INC COMstock | $3,258 | -3.1% | 10 | 0.0% | 0.00% | 0.0% | |
| AWK | AMERICAN WTR WKS CO INC NEW COMstock | $4,263 | -3.8% | 29 | 0.0% | 0.00% | 0.0% | |
| QS | Buy | QUANTUMSCAPE CORP COM CL Astock | $4,761 | +923.9% | 582 | +609.8% | 0.00% | – |
| KEYS | KEYSIGHT TECHNOLOGIES INC COMstock | $4,037 | -5.6% | 25 | 0.0% | 0.00% | 0.0% | |
| PBA | PEMBINA PIPELINE CORP COMstock | $4,050 | -4.6% | 125 | 0.0% | 0.00% | 0.0% | |
| SLB | Sell | SCHLUMBERGER LTD COM STKstock | $2,373 | -69.4% | 48 | -66.9% | 0.00% | -50.0% |
| ANTM | ELEVANCE HEALTH INC COMstock | $5,096 | -10.3% | 11 | 0.0% | 0.00% | -50.0% | |
| GPS | GAP INC COMstock | $4,100 | -10.8% | 408 | 0.0% | 0.00% | 0.0% | |
| UAMY | UNITED STATES ANTIMONY CORP COMstock | $2,696 | -22.5% | 7,143 | 0.0% | 0.00% | 0.0% | |
| SCHX | SCHWAB U.S. LARGE-CAP ETFetf | $5,611 | +7.1% | 116 | 0.0% | 0.00% | 0.0% | |
| RJF | Sell | RAYMOND JAMES FINL INC COMstock | $3,830 | -36.1% | 41 | -26.8% | 0.00% | -50.0% |
| U | UNITY SOFTWARE INC COMstock | $2,141 | +13.5% | 66 | 0.0% | 0.00% | 0.0% | |
| APA | APA CORPORATION COMstock | $2,885 | -22.7% | 80 | 0.0% | 0.00% | 0.0% | |
| PENN | PENN ENTERTAINMENT INC COMstock | $3,796 | -0.2% | 128 | 0.0% | 0.00% | 0.0% | |
| VFC | V F CORP COMstock | $5,178 | -17.0% | 226 | 0.0% | 0.00% | -50.0% | |
| VALE | VALE S A SPONSORED ADSadr | $2,683 | -7.0% | 170 | 0.0% | 0.00% | 0.0% | |
| NYCB | Buy | NEW YORK CMNTY BANCORP INC COMstock | $5,214 | +6.2% | 577 | +1.1% | 0.00% | 0.0% |
| BEN | FRANKLIN RESOURCES INC COMstock | $2,568 | +2.2% | 95 | 0.0% | 0.00% | 0.0% | |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETFetf | $2,452 | +3.6% | 100 | 0.0% | 0.00% | 0.0% | |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETFetf | $3,204 | +5.1% | 123 | 0.0% | 0.00% | 0.0% | |
| STZ | CONSTELLATION BRANDS INC CL Astock | $3,388 | -2.5% | 15 | 0.0% | 0.00% | 0.0% | |
| PPH | VANECK PHARMACEUTICAL ETFetf | $2,587 | +0.2% | 33 | 0.0% | 0.00% | 0.0% | |
| FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETFetf | $2,054 | +6.0% | 62 | 0.0% | 0.00% | 0.0% | |
| IYY | ISHARES DOW JONES U.S. ETFetf | $3,803 | +7.1% | 38 | 0.0% | 0.00% | 0.0% | |
| FNDA | SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETFetf | $2,677 | +4.2% | 55 | 0.0% | 0.00% | 0.0% | |
| VIG | VANGUARD DIVIDEND APPRECIATION ETFetf | $4,620 | +1.4% | 30 | 0.0% | 0.00% | 0.0% | |
| FNDX | SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETFetf | $3,954 | +2.8% | 72 | 0.0% | 0.00% | 0.0% | |
| RDFI | COLLABORATIVE INVESTMENT SERIES TRUST RAREVIEW DYNAMIC FIXED INCOME FUNDetf | $4,295 | +0.9% | 189 | 0.0% | 0.00% | 0.0% | |
| GOOSE HOLLOW TACTICAL ALLOCATION ETFetf | $4,268 | +4.6% | 165 | 0.0% | 0.00% | 0.0% | ||
| SCHF | SCHWAB INTERNATIONAL EQUITY ETFetf | $2,123 | +8.0% | 61 | 0.0% | 0.00% | 0.0% | |
| SCHH | SCHWAB U.S. REIT ETFetf | $3,822 | +1.1% | 196 | 0.0% | 0.00% | 0.0% | |
| SCHP | SCHWAB US TIPS ETFetf | $3,056 | +3.5% | 57 | 0.0% | 0.00% | 0.0% | |
| IGE | ISHARES NORTH AMERICAN NATURAL RESOURCES ETFetf | $2,398 | -2.9% | 61 | 0.0% | 0.00% | 0.0% | |
| RAREVIEW SYSTEMATIC EQUITY ETFetf | $2,727 | +4.7% | 109 | 0.0% | 0.00% | 0.0% | ||
| HUM | HUMANA INC COMstock | $3,895 | -5.2% | 8 | 0.0% | 0.00% | 0.0% | |
| GLO | CLOUGH GLOBAL OPPORTUNITIES FD SH BEN INTcef | $2,264 | -3.5% | 463 | 0.0% | 0.00% | 0.0% | |
| CEM | Buy | CLEARBRIDGE MLP AND MIDSTRM FD COMcef | $5,317 | -1.2% | 164 | +1.9% | 0.00% | 0.0% |
| OTIS | OTIS WORLDWIDE CORP COMstock | $3,376 | +7.8% | 40 | 0.0% | 0.00% | 0.0% | |
| CHWY | CHEWY INC CL Astock | $3,738 | +0.8% | 100 | 0.0% | 0.00% | 0.0% | |
| EWY | ISHARES MSCI SOUTH KOREA ETFetf | $2,326 | +8.4% | 38 | 0.0% | 0.00% | 0.0% | |
| FOCS | FOCUS FINL PARTNERS INC COM CL Astock | $5,187 | +39.2% | 100 | 0.0% | 0.00% | 0.0% | |
| Sell | RIVIAN AUTOMOTIVE INC COM CL Astock | $3,746 | -17.0% | 242 | -1.2% | 0.00% | 0.0% | |
| EEMA | ISHARES MSCI EMERGING MARKETS ASIA ETFetf | $4,984 | +4.9% | 75 | 0.0% | 0.00% | 0.0% | |
| VDE | VANGUARD ENERGY ETFetf | $2,513 | -5.8% | 22 | 0.0% | 0.00% | 0.0% | |
| CNC | CENTENE CORP DEL COMstock | $5,942 | -22.9% | 94 | 0.0% | 0.00% | -50.0% | |
| FISV | FISERV INC COMstock | $4,069 | +11.8% | 36 | 0.0% | 0.00% | 0.0% | |
| VAW | VANGUARD MATERIALS ETFetf | $4,794 | +4.9% | 27 | 0.0% | 0.00% | 0.0% | |
| CCL | CARNIVAL CORP COMMON STOCKstock | $4,060 | +25.9% | 400 | 0.0% | 0.00% | 0.0% | |
| DJAN | New | FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - JANUARYetf | $5,574 | – | 179 | +100.0% | 0.00% | – |
| FEN | FIRST TR ENERGY INCOME & GROWT COMcef | $2,891 | -8.5% | 223 | 0.0% | 0.00% | 0.0% | |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFetf | $2,888 | +3.5% | 36 | 0.0% | 0.00% | 0.0% | |
| VECO | VEECO INSTRS INC DEL COMstock | $2,113 | +13.7% | 100 | 0.0% | 0.00% | – | |
| VTR | VENTAS INC COMreit | $4,761 | -3.8% | 110 | 0.0% | 0.00% | 0.0% | |
| CSQ | Buy | CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INTcef | $4,073 | +6.6% | 291 | +2.1% | 0.00% | 0.0% |
| CZR | CAESARS ENTERTAINMENT INC NEW COMstock | $2,733 | +17.3% | 56 | 0.0% | 0.00% | 0.0% | |
| FRC | Buy | FIRST REP BK SAN FRANCISCO CAL COMstock | $3,861 | -37.9% | 276 | +441.2% | 0.00% | -50.0% |
| SVC | SERVICE PPTYS TR COM SH BEN INTreit | $2,988 | +36.6% | 300 | 0.0% | 0.00% | 0.0% | |
| NAD | NUVEEN QUALITY MUNCP INCOME FD COMcef | $4,531 | -2.3% | 393 | 0.0% | 0.00% | 0.0% | |
| GOVT | Buy | ISHARES U.S. TREASURY BOND ETFetf | $5,564 | +5.6% | 238 | +2.6% | 0.00% | 0.0% |
| ALK | ALASKA AIR GROUP INC COMstock | $4,196 | -2.3% | 100 | 0.0% | 0.00% | 0.0% | |
| MSOS | ADVISORSHARES PURE US CANNABIS ETFetf | $3,260 | -18.6% | 573 | 0.0% | 0.00% | 0.0% | |
| VV | Buy | VANGUARD LARGE-CAP ETFetf | $5,717 | +7.6% | 31 | +3.3% | 0.00% | 0.0% |
| AMCR | AMCOR PLC ORDstock | $5,246 | -4.5% | 461 | 0.0% | 0.00% | 0.0% | |
| BC | BRUNSWICK CORP COMstock | $2,788 | +13.7% | 34 | 0.0% | 0.00% | 0.0% | |
| ROST | ROSS STORES INC COMstock | $2,972 | -8.6% | 28 | 0.0% | 0.00% | 0.0% | |
| NCR | NCR CORP NEW COMstock | $2,312 | +0.8% | 98 | 0.0% | 0.00% | 0.0% | |
| PDI | PIMCO DYNAMIC INCOME FD SHScef | $2,937 | -2.5% | 163 | 0.0% | 0.00% | 0.0% | |
| TAP | MOLSON COORS BEVERAGE CO CL Bstock | $3,521 | +1.1% | 68 | 0.0% | 0.00% | 0.0% | |
| BHF | BRIGHTHOUSE FINL INC COMstock | $2,161 | -14.0% | 49 | 0.0% | 0.00% | 0.0% | |
| LAC | LITHIUM AMERS CORP NEW COM NEWstock | $2,176 | +14.8% | 100 | 0.0% | 0.00% | 0.0% | |
| VRSK | VERISK ANALYTICS INC COMstock | $2,878 | +8.8% | 15 | 0.0% | 0.00% | 0.0% | |
| BOX | BOX INC CL Astock | $5,358 | -13.9% | 200 | 0.0% | 0.00% | -50.0% | |
| FIS | FIDELITY NATL INFORMATION SVCS COMstock | $2,397 | -19.9% | 44 | 0.0% | 0.00% | 0.0% | |
| PRN | Buy | INVESCO DWA INDUSTRIALS MOMENTUM ETFetf | $3,941 | +10.1% | 42 | +2.4% | 0.00% | 0.0% |
| LUCID GROUP INC COMstock | $4,687 | +17.7% | 583 | 0.0% | 0.00% | 0.0% | ||
| MTCH | MATCH GROUP INC NEW COMstock | $2,035 | -7.5% | 53 | 0.0% | 0.00% | 0.0% | |
| HIG | Sell | HARTFORD FINL SVCS GROUP INC COMstock | $2,537 | -55.6% | 36 | -52.0% | 0.00% | -50.0% |
| PNQI | INVESCO NASDAQ INTERNET ETFetf | $4,508 | +25.5% | 32 | 0.0% | 0.00% | 0.0% | |
| VC | VISTEON CORP COM NEWstock | $5,960 | +19.9% | 38 | 0.0% | 0.00% | 0.0% | |
| BXMT | Buy | BLACKSTONE MTG TR INC COM CL Areit | $5,686 | -13.5% | 319 | +2.9% | 0.00% | -50.0% |
| MQY | BLACKROCK MUNIYILD QULT FD INC COMcef | $3,540 | +2.1% | 299 | 0.0% | 0.00% | 0.0% | |
| BNY | Buy | BLACKROCK N Y MUN INCOME TRUST SH BEN INTcef | $2,956 | +4.4% | 284 | +1.1% | 0.00% | 0.0% |
| RFV | INVESCO S&P MIDCAP 400 PURE VALUE ETFetf | $3,103 | +4.4% | 33 | 0.0% | 0.00% | 0.0% | |
| VMC | VULCAN MATLS CO COMstock | $4,339 | -1.8% | 25 | 0.0% | 0.00% | 0.0% | |
| BNTX | BIONTECH SE SPONSORED ADSadr | $5,107 | -17.1% | 41 | 0.0% | 0.00% | -50.0% | |
| BIIB | BIOGEN INC COMstock | $4,448 | +0.4% | 16 | 0.0% | 0.00% | 0.0% | |
| SONY | SONY GROUP CORPORATION SPONSORED ADRadr | $3,445 | +18.8% | 38 | 0.0% | 0.00% | 0.0% | |
| WAB | Buy | WABTEC COMstock | $5,763 | +3.1% | 57 | +1.8% | 0.00% | -50.0% |
| KHC | Buy | KRAFT HEINZ CO COMstock | $2,152 | -4.7% | 56 | +1.8% | 0.00% | 0.0% |
| WBA | WALGREENS BOOTS ALLIANCE INC COMstock | $5,540 | -7.3% | 160 | 0.0% | 0.00% | -50.0% | |
| BDX | BECTON DICKINSON & CO COMstock | $5,608 | -2.5% | 23 | 0.0% | 0.00% | -50.0% | |
| SSB | SOUTHSTATE CORPORATION COMstock | $5,843 | -6.7% | 82 | 0.0% | 0.00% | -50.0% | |
| FDS | FACTSET RESH SYS INC COMstock | $3,321 | +3.5% | 8 | 0.0% | 0.00% | 0.0% | |
| MP | MP MATERIALS CORP COM CL Astock | $2,819 | +16.1% | 100 | 0.0% | 0.00% | 0.0% | |
| BKU | Buy | BANKUNITED INC COMstock | $2,387 | -33.1% | 106 | +1.0% | 0.00% | 0.0% |
| MMU | WESTERN ASSET MANAGED MUNS FD COMcef | $3,094 | +2.1% | 301 | 0.0% | 0.00% | 0.0% | |
| SBI | WESTERN ASSET INTER MUNI FD IN COMcef | $3,819 | +4.2% | 483 | 0.0% | 0.00% | 0.0% | |
| NWL | Buy | NEWELL BRANDS INC COMstock | $3,932 | -3.5% | 316 | +1.3% | 0.00% | 0.0% |
| HAL | HALLIBURTON CO COMstock | $3,480 | -19.6% | 110 | 0.0% | 0.00% | 0.0% | |
| VMO | INVESCO MUN OPPORTUNITY TR COMcef | $2,492 | -1.0% | 254 | 0.0% | 0.00% | 0.0% | |
| NXRT | Buy | NEXPOINT RESIDENTIAL TR INC COMreit | $3,308 | +1.3% | 76 | +1.3% | 0.00% | 0.0% |
| PFG | PRINCIPAL FINANCIAL GROUP INC COMstock | $2,605 | -11.5% | 35 | 0.0% | 0.00% | 0.0% | |
| MANH | MANHATTAN ASSOCIATES INC COMstock | $4,646 | +27.6% | 30 | 0.0% | 0.00% | 0.0% | |
| NVO | New | NOVO-NORDISK A S ADRadr | $4,138 | – | 26 | +100.0% | 0.00% | – |
| AVY | AVERY DENNISON CORP COMstock | $5,726 | -1.1% | 32 | 0.0% | 0.00% | -50.0% | |
| WOPEY | WOODSIDE ENERGY GROUP LTD SPONSORED ADRadr | $3,230 | -7.3% | 144 | 0.0% | 0.00% | 0.0% | |
| SPSB | SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFetf | $5,482 | +0.9% | 185 | 0.0% | 0.00% | 0.0% | |
| GRWG | GROWGENERATION CORP COMstock | $5,592 | -12.7% | 1,635 | 0.0% | 0.00% | -50.0% | |
| INVENTRUST PPTYS CORP COM NEWreit | $5,616 | -1.1% | 240 | 0.0% | 0.00% | -50.0% | ||
| EMR | EMERSON ELEC CO COMstock | $6,046 | -9.2% | 69 | 0.0% | 0.00% | -50.0% | |
| TMUS | T-MOBILE US INC COMstock | $3,042 | +3.5% | 21 | 0.0% | 0.00% | 0.0% | |
| GSL | GLOBAL SHIP LEASE INC NEW COM CL Astock | $5,622 | +12.6% | 300 | 0.0% | 0.00% | 0.0% | |
| ADSK | AUTODESK INC COMstock | $2,498 | +11.4% | 12 | 0.0% | 0.00% | 0.0% | |
| TRINSEO PLC SHSstock | $5,122 | -8.2% | 246 | 0.0% | 0.00% | -50.0% | ||
| EGAN | EGAIN CORP COM NEWstock | $3,795 | -15.9% | 500 | 0.0% | 0.00% | 0.0% | |
| ZBH | ZIMMER BIOMET HOLDINGS INC COMstock | $5,943 | +1.3% | 46 | 0.0% | 0.00% | -50.0% | |
| DISH | DISH NETWORK CORPORATION CL Astock | $1,950 | -33.5% | 209 | 0.0% | 0.00% | -100.0% | |
| TA | TRAVELCENTERS OF AMERICA INC COM NEWstock | $519 | +92.9% | 6 | 0.0% | 0.00% | – | |
| TMQ | TRILOGY METALS INC NEW COMstock | $12 | -7.7% | 23 | 0.0% | 0.00% | – | |
| TRMB | TRIMBLE INC COMstock | $1,468 | +3.7% | 28 | 0.0% | 0.00% | – | |
| DRH | DIAMONDROCK HOSPITALITY CO COMreit | $1,675 | -0.7% | 206 | 0.0% | 0.00% | – | |
| TSN | TYSON FOODS INC CL Astock | $1,542 | -4.8% | 26 | 0.0% | 0.00% | – | |
| Exit | VOLTA INC COM CL Astock | $0 | – | -350 | -100.0% | 0.00% | – | |
| UAA | UNDER ARMOUR INC CL Astock | $85 | -6.6% | 9 | 0.0% | 0.00% | – | |
| UA | UNDER ARMOUR INC CL Cstock | $17 | -5.6% | 2 | 0.0% | 0.00% | – | |
| DXCM | DEXCOM INC COMstock | $465 | +2.6% | 4 | 0.0% | 0.00% | – | |
| DXC | DXC TECHNOLOGY CO COMstock | $51 | -3.8% | 2 | 0.0% | 0.00% | – | |
| HAUZ | DBX ETF TRUST - XTRACKERS INTERNATIONAL REAL ESTATE ETFetf | $715 | -1.5% | 34 | 0.0% | 0.00% | – | |
| CRWD | CROWDSTRIKE HLDGS INC CL Astock | $1,647 | +30.4% | 12 | 0.0% | 0.00% | – | |
| CRON | CRONOS GROUP INC COMstock | $1,003 | -23.6% | 517 | 0.0% | 0.00% | – | |
| UONE | URBAN ONE INC CL Astock | $1,125 | +65.9% | 149 | 0.0% | 0.00% | – | |
| CRSR | CORSAIR GAMING INC COMstock | $184 | +35.3% | 10 | 0.0% | 0.00% | – | |
| CPRT | COPART INC COMstock | $150 | +23.0% | 2 | 0.0% | 0.00% | – | |
| Exit | WEBER INC CL Astock | $0 | – | -101 | -100.0% | 0.00% | – | |
| WISH | CONTEXTLOGIC INC COM CL Astock | $181 | -9.0% | 407 | 0.0% | 0.00% | – | |
| CRK | COMSTOCK RES INC COMstock | $110 | -20.3% | 10 | 0.0% | 0.00% | – | |
| TREE | Exit | LENDINGTREE INC NEW COMstock | $0 | – | -2 | -100.0% | 0.00% | – |
| BUZZ | VANECK SOCIAL SENTIMENT ETFetf | $477 | +22.6% | 32 | 0.0% | 0.00% | – | |
| COMP | COMPASS INC CL Astock | $1,292 | +38.6% | 400 | 0.0% | 0.00% | – | |
| IVOV | Buy | VANGUARD S&P MID-CAP 400 VALUE ETFetf | $629 | +2.4% | 8 | +100.0% | 0.00% | – |
| IVOG | Buy | VANGUARD S&P MID-CAP 400 GROWTH ETFetf | $1,066 | +4.9% | 12 | +100.0% | 0.00% | – |
| BLV | VANGUARD LONG-TERM BOND ETFetf | $210 | +6.1% | 3 | 0.0% | 0.00% | – | |
| SFT | Exit | SHIFT TECHNOLOGIES INC CL Astock | $0 | – | -89 | -100.0% | 0.00% | – |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL Astock | $312 | +7.2% | 5 | 0.0% | 0.00% | – | |
| CFG | CITIZENS FINL GROUP INC COMstock | $32 | -22.0% | 1 | 0.0% | 0.00% | – | |
| LNG | CHENIERE ENERGY INC COM NEWstock | $320 | +5.3% | 2 | 0.0% | 0.00% | – | |
| CC | CHEMOURS CO COMstock | $322 | -1.2% | 11 | 0.0% | 0.00% | – | |
| CHPT | Sell | CHARGEPOINT HOLDINGS INC COM CL Astock | $1,623 | -73.0% | 155 | -75.4% | 0.00% | -100.0% |
| CNP | CENTERPOINT ENERGY INC COMstock | $442 | -1.8% | 15 | 0.0% | 0.00% | – | |
| SAVA | Sell | CASSAVA SCIENCES INC COMstock | $1,881 | -77.1% | 78 | -71.9% | 0.00% | -100.0% |
| KMX | CARMAX INC COMstock | $64 | +4.9% | 1 | 0.0% | 0.00% | – | |
| CGC | CANOPY GROWTH CORP COMstock | $1,290 | -24.2% | 737 | 0.0% | 0.00% | – | |
| CDNS | CADENCE DESIGN SYSTEM INC COMstock | $1,050 | +30.8% | 5 | 0.0% | 0.00% | – | |
| CME | CME GROUP INC COMstock | $977 | +14.3% | 5 | 0.0% | 0.00% | – | |
| CHRW | C H ROBINSON WORLDWIDE INC COM NEWstock | $103 | +9.6% | 1 | 0.0% | 0.00% | – | |
| CDW | CDW CORP COMstock | $595 | +9.4% | 3 | 0.0% | 0.00% | – | |
| IGR | Buy | CBRE GBL REAL ESTATE INC FD COMcef | $1,341 | -4.7% | 253 | +2.8% | 0.00% | – |
| Sell | BUZZFEED INC CLASS A COMstock | $1,130 | -61.9% | 1,000 | -76.8% | 0.00% | -100.0% | |
| BFB | BROWN FORMAN CORP CL Bstock | $193 | -2.0% | 3 | 0.0% | 0.00% | – | |
| BFA | BROWN FORMAN CORP CL Astock | $130 | -1.5% | 2 | 0.0% | 0.00% | – | |
| BIPC | BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS Astock | $1,520 | +18.4% | 33 | 0.0% | 0.00% | – | |
| BR | BROADRIDGE FINL SOLUTIONS INC COMstock | $1,905 | +9.2% | 13 | 0.0% | 0.00% | – | |
| VRTV | VERITIV CORP COMstock | $135 | +10.7% | 1 | 0.0% | 0.00% | – | |
| BSX | BOSTON SCIENTIFIC CORP COMstock | $800 | +8.1% | 16 | 0.0% | 0.00% | – | |
| VIAV | VIAVI SOLUTIONS INC COMstock | $217 | +3.3% | 20 | 0.0% | 0.00% | – | |
| BXP | BOSTON PROPERTIES INC COMreit | $784 | -19.3% | 14 | 0.0% | 0.00% | – | |
| SAM | BOSTON BEER INC CL Astock | $329 | -0.3% | 1 | 0.0% | 0.00% | – | |
| VMEO | VIMEO INC COMMON STOCKstock | $153 | +11.7% | 40 | 0.0% | 0.00% | – | |
| APRN | BLUE APRON HLDGS INC CL A NEWstock | $4 | -20.0% | 6 | 0.0% | 0.00% | – | |
| BB | BLACKBERRY LTD COMstock | $803 | +39.9% | 176 | 0.0% | 0.00% | – | |
| WRB | BERKLEY W R CORP COMstock | $63 | -13.7% | 1 | 0.0% | 0.00% | – | |
| BBBY | New | BED BATH & BEYOND INC COMstock | $4 | – | 10 | +100.0% | 0.00% | – |
| GOLD | BARRICK GOLD CORP COMstock | $1,486 | +8.2% | 80 | 0.0% | 0.00% | – | |
| DJP | IPATH BLOOMBERG CMDTY TR ETNetf | $1,422 | -6.3% | 45 | 0.0% | 0.00% | – | |
| WB | WEIBO CORP SPONSORED ADRadr | $361 | +4.9% | 18 | 0.0% | 0.00% | – | |
| WU | WESTERN UN CO COMstock | $61 | -17.6% | 5 | 0.0% | 0.00% | – | |
| WRK | Buy | WESTROCK CO COMstock | $1,052 | -13.2% | 35 | +2.9% | 0.00% | – |
| DLN | New | WISDOMTREE U.S. LARGECAP DIVIDEND FUNDetf | $0 | – | 0 | +100.0% | 0.00% | – |
| BNS | BANK NOVA SCOTIA HALIFAX COMstock | $1,259 | +2.8% | 25 | 0.0% | 0.00% | – | |
| BLL | BALL CORP COMstock | $56 | +7.7% | 1 | 0.0% | 0.00% | – | |
| BKR | Buy | BAKER HUGHES COMPANY CL Astock | $738 | -1.9% | 26 | +4.0% | 0.00% | – |
| BKTI | BK TECHNOLOGIES CORPORATION COMstock | $234 | -14.0% | 82 | 0.0% | 0.00% | – | |
| AVNS | AVANOS MED INC COMstock | $30 | +11.1% | 1 | 0.0% | 0.00% | – | |
| WYNN | WYNN RESORTS LTD COMstock | $336 | +36.0% | 3 | 0.0% | 0.00% | – | |
| AVB | AVALONBAY CMNTYS INC COMreit | $504 | +3.9% | 3 | 0.0% | 0.00% | – | |
| AN | AUTONATION INC COMstock | $134 | +25.2% | 1 | 0.0% | 0.00% | – | |
| XYL | XYLEM INC COMstock | $634 | -5.2% | 6 | 0.0% | 0.00% | – | |
| XERIS BIOPHARMA HOLDINGS INC COMstock | $192 | +22.3% | 118 | 0.0% | 0.00% | – | ||
| ACB | AURORA CANNABIS INC COMstock | $137 | -24.3% | 196 | 0.0% | 0.00% | – | |
| ZIMVIE INC COMstock | $29 | -21.6% | 4 | 0.0% | 0.00% | – | ||
| ZOM | ZOMEDICA CORP COMstock | $229 | +29.4% | 1,084 | 0.0% | 0.00% | – | |
| NGS | NATURAL GAS SVCS GROUP INC COMstock | $268 | -10.1% | 26 | 0.0% | 0.00% | – | |
| LMND | LEMONADE INC COMstock | $1,355 | +4.2% | 95 | 0.0% | 0.00% | – | |
| LE | LANDS END INC NEW COMstock | $10 | +25.0% | 1 | 0.0% | 0.00% | – | |
| LH | LABORATORY CORP AMER HLDGS COM NEWstock | $462 | -2.3% | 2 | 0.0% | 0.00% | – | |
| LI-CYCLE HOLDINGS CORP COMMON SHARESstock | $563 | +18.3% | 100 | 0.0% | 0.00% | – | ||
| NHF | Buy | NEXPOINT DIVERSIFIED REL ET TR COM NEWreit | $423 | -6.2% | 41 | +2.5% | 0.00% | – |
| KR | KROGER CO COMstock | $254 | +11.4% | 5 | 0.0% | 0.00% | – | |
| NKLA | NIKOLA CORP COMstock | $1,210 | -44.0% | 1,000 | 0.0% | 0.00% | -100.0% | |
| NI | Buy | NISOURCE INC COMstock | $1,254 | +2.9% | 45 | +2.3% | 0.00% | – |
| NOK | NOKIA CORP SPONSORED ADRadr | $20 | +5.3% | 4 | 0.0% | 0.00% | – | |
| KARS | KRANESHARES ELECTRIC VEHICLES & FUTURE MOBILITY INDEX ETFetf | $310 | +10.3% | 10 | 0.0% | 0.00% | – | |
| NTRS | NORTHERN TR CORP COMstock | $368 | +0.5% | 4 | 0.0% | 0.00% | – | |
| NG | NOVAGOLD RES INC COM NEWstock | $871 | +4.1% | 140 | 0.0% | 0.00% | – | |
| NOVN | NOVAN INC COM NEWstock | $350 | -10.9% | 269 | 0.0% | 0.00% | – | |
| KIM | KIMCO RLTY CORP COMreit | $271 | -6.6% | 14 | 0.0% | 0.00% | – | |
| KEY | Buy | KEYCORP COMstock | $284 | -26.8% | 23 | +4.5% | 0.00% | – |
| KDP | KEURIG DR PEPPER INC COMstock | $882 | -1.1% | 25 | 0.0% | 0.00% | – | |
| KMF | KAYNE ANDERSON NEXTGEN ENRGY COMcef | $1,006 | +2.2% | 131 | 0.0% | 0.00% | – | |
| KYN | Buy | KAYNE ANDERSON ENERGY INFRSTR COMcef | $535 | +3.3% | 62 | +1.6% | 0.00% | – |
| KLAC | KLA CORP COM NEWstock | $407 | +6.3% | 1 | 0.0% | 0.00% | – | |
| ORLY | OREILLY AUTOMOTIVE INC COMstock | $849 | +0.6% | 1 | 0.0% | 0.00% | – | |
| OTLY | OATLY GROUP AB SPONSORED ADSadr | $416 | +39.1% | 172 | 0.0% | 0.00% | – | |
| OBELF | OBSIDIAN ENERGY LTD COMstock | $582 | -3.6% | 91 | 0.0% | 0.00% | – | |
| JBLU | JETBLUE AWYS CORP COMstock | $1,820 | +12.3% | 250 | 0.0% | 0.00% | – | |
| OXYWS | OCCIDENTAL PETE CORP WT EXP 080327stock | $1,271 | -0.5% | 31 | 0.0% | 0.00% | – | |
| AFRM | AFFIRM HLDGS INC COM CL Astock | $462 | +16.7% | 41 | 0.0% | 0.00% | – | |
| JACOBS SOLUTIONS INC COMstock | $356 | -1.9% | 3 | 0.0% | 0.00% | – | ||
| OHI | Buy | OMEGA HEALTHCARE INVS INC COMreit | $1,982 | +0.4% | 72 | +1.4% | 0.00% | -100.0% |
| IDRV | ISHARES SELF-DRIVING EV & TECH ETFetf | $431 | +13.7% | 11 | 0.0% | 0.00% | – | |
| OPEN | OPENDOOR TECHNOLOGIES INC COMstock | $37 | +54.2% | 21 | 0.0% | 0.00% | – | |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETFetf | $1,845 | +3.2% | 40 | 0.0% | 0.00% | – | |
| ORION OFFICE REIT INC COMreit | $168 | -21.5% | 25 | 0.0% | 0.00% | – | ||
| MCHI | ISHARES MSCI CHINA ETFetf | $1,646 | +5.0% | 33 | 0.0% | 0.00% | – | |
| OSTK | OVERSTOCK COM INC DEL COMstock | $1,176 | +4.7% | 58 | 0.0% | 0.00% | – | |
| PJT | PJT PARTNERS INC COM CL Astock | $1,011 | -2.0% | 14 | 0.0% | 0.00% | – | |
| ASIX | ADVANSIX INC COMstock | $268 | +0.8% | 7 | 0.0% | 0.00% | – | |
| GSG | ISHARES S&P GSCI COMMODITY INDEXED TRUSTetf | $805 | -5.2% | 40 | 0.0% | 0.00% | – | |
| PNM | PNM RES INC COMstock | $1,217 | -0.2% | 25 | 0.0% | 0.00% | – | |
| PPG | PPG INDS INC COMstock | $401 | +6.4% | 3 | 0.0% | 0.00% | – | |
| PTC | PTC INC COMstock | $1,282 | +6.8% | 10 | 0.0% | 0.00% | – | |
| PCAR | Buy | PACCAR INC COMstock | $298 | -1.7% | 4 | +33.3% | 0.00% | – |
| IGOV | ISHARES INTERNATIONAL TREASURY BOND ETFetf | $121 | +3.4% | 3 | 0.0% | 0.00% | – | |
| PEB | PEBBLEBROOK HOTEL TR COMreit | $56 | +3.7% | 4 | 0.0% | 0.00% | – | |
| PAG | PENSKE AUTOMOTIVE GRP INC COMstock | $142 | +23.5% | 1 | 0.0% | 0.00% | – | |
| PKI | PERKINELMER INC COMstock | $134 | -5.0% | 1 | 0.0% | 0.00% | – | |
| IQV | IQVIA HLDGS INC COMstock | $199 | -2.9% | 1 | 0.0% | 0.00% | – | |
| IONQ INC COMstock | $1,845 | +78.3% | 300 | 0.0% | 0.00% | – | ||
| ESTC | ELASTIC N V ORD SHSstock | $1,448 | +12.4% | 25 | 0.0% | 0.00% | – | |
| POLESTAR AUTOMOTIVE HLDG UK ADS C-1adr | $83 | -25.9% | 100 | 0.0% | 0.00% | – | ||
| POLESTAR AUTOMOTIVE HLDG UK ADS Aadr | $152 | -28.3% | 40 | 0.0% | 0.00% | – | ||
| PCH | POTLATCHDELTIC CORPORATION COMreit | $50 | +13.6% | 1 | 0.0% | 0.00% | – | |
| INVESCO MORTGAGE CAPITAL INC COMreit | $1,109 | -12.9% | 100 | 0.0% | 0.00% | – | ||
| FXP | PROSHARES ULTRASHORT FTSE CHINA 50etf | $1,913 | -13.3% | 62 | 0.0% | 0.00% | -100.0% | |
| PROSHARES ULTRAPRO SHORT QQQetf | $30 | -44.4% | 1 | 0.0% | 0.00% | – | ||
| ISRG | INTUITIVE SURGICAL INC COM NEWstock | $766 | -3.8% | 3 | 0.0% | 0.00% | – | |
| PSEC | PROSPECT CAP CORP COMcef | $14 | 0.0% | 2 | 0.0% | 0.00% | – | |
| IP | INTERNATIONAL PAPER CO COMstock | $36 | +2.9% | 1 | 0.0% | 0.00% | – | |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COMstock | $934 | -12.1% | 10 | 0.0% | 0.00% | – | |
| PSA | PUBLIC STORAGE COMreit | $1,511 | +7.9% | 5 | 0.0% | 0.00% | – | |
| IR | INGERSOLL RAND INC COMstock | $233 | +11.5% | 4 | 0.0% | 0.00% | – | |
| PWR | QUANTA SVCS INC COMstock | $167 | +16.8% | 1 | 0.0% | 0.00% | – | |
| RMR | RMR GROUP INC CL Astock | $105 | -7.1% | 4 | 0.0% | 0.00% | – | |
| RL | RALPH LAUREN CORP CL Astock | $1,646 | +10.5% | 14 | 0.0% | 0.00% | – | |
| IMGN | IMMUNOGEN INC COMstock | $257 | -22.6% | 67 | 0.0% | 0.00% | – | |
| IBIO INC COMstock | $564 | +370.0% | 271 | 0.0% | 0.00% | – | ||
| IAC | IAC INC COM NEWstock | $1,290 | +16.2% | 25 | 0.0% | 0.00% | – | |
| REG | REGENCY CTRS CORP COMreit | $130 | -0.8% | 2 | 0.0% | 0.00% | – | |
| REZI | RESIDEO TECHNOLOGIES INC COMstock | $804 | +11.0% | 44 | 0.0% | 0.00% | – | |
| REI | RING ENERGY INC COMstock | $15 | -25.0% | 8 | 0.0% | 0.00% | – | |
| RHI | ROBERT HALF INTL INC COMstock | $494 | +9.5% | 6 | 0.0% | 0.00% | – | |
| RBLX | ROBLOX CORP CL Astock | $360 | +57.9% | 8 | 0.0% | 0.00% | – | |
| ROK | ROCKWELL AUTOMATION INC COMstock | $595 | +14.2% | 2 | 0.0% | 0.00% | – | |
| ROL | ROLLINS INC COMstock | $229 | +2.7% | 6 | 0.0% | 0.00% | – | |
| ROP | ROPER TECHNOLOGIES INC COMstock | $441 | +2.1% | 1 | 0.0% | 0.00% | – | |
| HOLX | HOLOGIC INC COMstock | $404 | +8.0% | 5 | 0.0% | 0.00% | – | |
| HL | HECLA MNG CO COMstock | $652 | +14.0% | 103 | 0.0% | 0.00% | – | |
| PRNT | 3D PRINTING ETFetf | $92 | +12.2% | 4 | 0.0% | 0.00% | – | |
| SBAC | SBA COMMUNICATIONS CORP NEW CL Areit | $1,323 | -6.6% | 5 | 0.0% | 0.00% | – | |
| HOG | HARLEY DAVIDSON INC COMstock | $2,012 | -8.8% | 53 | 0.0% | 0.00% | -100.0% | |
| HBI | HANESBRANDS INC COMstock | $905 | -17.3% | 172 | 0.0% | 0.00% | – | |
| HAIN | New | HAIN CELESTIAL GROUP INC COMstock | $806 | – | 47 | +100.0% | 0.00% | – |
| HCA | HCA HEALTHCARE INC COMstock | $268 | +10.3% | 1 | 0.0% | 0.00% | – | |
| HF SINCLAIR CORP COMstock | $97 | -6.7% | 2 | 0.0% | 0.00% | – | ||
| EBND | SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETFetf | $403 | +3.1% | 19 | 0.0% | 0.00% | – | |
| GREENLANE HLDGS INC CL A NEWstock | $5 | +25.0% | 15 | 0.0% | 0.00% | – | ||
| GRBK | GREEN BRICK PARTNERS INC COMstock | $1,297 | +44.6% | 37 | 0.0% | 0.00% | – | |
| SLY | New | SPDR S&P 600 SMALL CAP ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
| GL | GLOBE LIFE INC COMstock | $221 | -8.7% | 2 | 0.0% | 0.00% | – | |
| LIT | Sell | GLOBAL X LITHIUM & BATTERY TECH ETFetf | $324 | -53.9% | 5 | -58.3% | 0.00% | – |
| GLOBAL X AGTECH & FOOD INNOVATION ETFetf | $319 | +1.6% | 22 | 0.0% | 0.00% | – | ||
| AMCX | AMC NETWORKS INC CL Astock | $211 | +12.2% | 12 | 0.0% | 0.00% | – | |
| LAND | GLADSTONE LD CORP COMreit | $83 | -9.8% | 5 | 0.0% | 0.00% | – | |
| JNK | SPDR BLOOMBERG HIGH YIELD BOND ETFetf | $1,671 | +3.1% | 18 | 0.0% | 0.00% | – | |
| GNRC | GENERAC HLDGS INC COMstock | $108 | +6.9% | 1 | 0.0% | 0.00% | – | |
| AFL | AFLAC INC COMstock | $1,829 | -10.1% | 28 | 0.0% | 0.00% | -100.0% | |
| SIVB | SVB FINANCIAL GROUP COMstock | $11 | -99.6% | 12 | 0.0% | 0.00% | -100.0% | |
| GTX | GARRETT MOTION INC COMstock | $207 | +0.5% | 27 | 0.0% | 0.00% | – | |
| HSIC | HENRY SCHEIN INC COMstock | $408 | +2.3% | 5 | 0.0% | 0.00% | – | |
| GRX | GABELLI HLTHCARE & WELLNESS TR SHScef | $605 | -1.9% | 60 | 0.0% | 0.00% | – | |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $103 | 0.0% | 2 | 0.0% | 0.00% | – | |
| GUT | GABELLI UTIL TR COMcef | $858 | -4.8% | 120 | 0.0% | 0.00% | – | |
| FOX | FOX CORP CL B COMstock | $516 | +11.0% | 16 | 0.0% | 0.00% | – | |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETFetf | $1,180 | +7.2% | 35 | 0.0% | 0.00% | – | |
| SEE | SEALED AIR CORP NEW COMstock | $92 | -8.0% | 2 | 0.0% | 0.00% | – | |
| FOXA | FOX CORP CL A COMstock | $1,397 | +12.1% | 41 | 0.0% | 0.00% | – | |
| FTV | FORTIVE CORP COMstock | $821 | +6.2% | 12 | 0.0% | 0.00% | – | |
| FSR | Sell | FISKER INC CL A COM STKstock | $614 | -34.0% | 100 | -21.9% | 0.00% | – |
| FE | FIRSTENERGY CORP COMstock | $740 | -4.0% | 18 | 0.0% | 0.00% | – | |
| NOW | Sell | SERVICENOW INC COMstock | $465 | -98.8% | 1 | -99.0% | 0.00% | -100.0% |
| SHW | SHERWIN WILLIAMS CO COMstock | $228 | -5.0% | 1 | 0.0% | 0.00% | – | |
| SIFY | SIFY TECHNOLOGIES LTD SPONSORED ADSadr | $1,739 | +9.4% | 1,380 | 0.0% | 0.00% | – | |
| SBNY | Buy | SIGNATURE BK NEW YORK N Y COMstock | $50 | -99.8% | 272 | +0.7% | 0.00% | -100.0% |
| SPG | Sell | SIMON PPTY GROUP INC NEW COMreit | $112 | -99.4% | 1 | -99.4% | 0.00% | -100.0% |
| FITB | FIFTH THIRD BANCORP COMstock | $986 | -18.8% | 37 | 0.0% | 0.00% | – | |
| SJM | SMUCKER J M CO COM NEWstock | $165 | 0.0% | 1 | 0.0% | 0.00% | – | |
| FREL | Buy | FIDELITY MSCI REAL ESTATE INDEX ETFetf | $573 | +10.0% | 23 | +9.5% | 0.00% | – |
| Exit | MICRO FOCUS INTL PLC SPON ADR NEWadr | $0 | – | -3 | -100.0% | 0.00% | – | |
| FVAL | FIDELITY VALUE FACTOR ETFetf | $869 | +4.3% | 19 | 0.0% | 0.00% | – | |
| SRNE | SORRENTO THERAPEUTICS INC COM NEWstock | $522 | -59.4% | 1,451 | 0.0% | 0.00% | – | |
| EXPD | EXPEDITORS INTL WASH INC COMstock | $220 | +5.8% | 2 | 0.0% | 0.00% | – | |
| EVGO | EVGO INC CL A COMstock | $257 | +73.6% | 33 | 0.0% | 0.00% | – | |
| ES | EVERSOURCE ENERGY COMstock | $630 | -6.5% | 8 | 0.0% | 0.00% | – | |
| EVRG | EVERGY INC COMstock | $489 | -2.8% | 8 | 0.0% | 0.00% | – | |
| STT | STATE STR CORP COMstock | $836 | -2.3% | 11 | 0.0% | 0.00% | – | |
| ETSY | ETSY INC COMstock | $111 | -7.5% | 1 | 0.0% | 0.00% | – | |
| SPH | SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTNstock | $521 | +1.0% | 34 | 0.0% | 0.00% | – | |
| SNPS | SYNOPSYS INC COMstock | $773 | +21.0% | 2 | 0.0% | 0.00% | – | |
| SYF | SYNCHRONY FINANCIAL COMstock | $740 | -11.2% | 25 | 0.0% | 0.00% | – | |
| EMBECTA CORP COMMON STOCKstock | $197 | +11.3% | 7 | 0.0% | 0.00% | – | ||
| SATS | ECHOSTAR CORP CL Astock | $732 | +9.7% | 40 | 0.0% | 0.00% | – | |
| MJ | Sell | ETFMG ALTERNATIVE HARVEST ETFMG ALTERNATIVE HARVESTetf | $899 | -38.0% | 255 | -25.2% | 0.00% | – |
| CNCR | LONCAR CANCER IMMUNOTHERAPY ETFetf | $1,799 | -12.7% | 150 | 0.0% | 0.00% | -100.0% | |
| DOV | DOVER CORP COMstock | $156 | +13.0% | 1 | 0.0% | 0.00% | – | |
| TLRY | TILRAY BRANDS INC COMstock | $896 | -5.9% | 354 | 0.0% | 0.00% | – | |
| TSCO | TRACTOR SUPPLY CO COMstock | $235 | +4.4% | 1 | 0.0% | 0.00% | – | |
| MCK | MCKESSON CORP COMstock | $712 | -5.1% | 2 | 0.0% | 0.00% | – | |
| MIN | MFS INTER INCOME TR SH BEN INTcef | $1,385 | +0.4% | 500 | 0.0% | 0.00% | – | |
| MMT | MFS MULTIMARKET INCOME TR SH BEN INTcef | $1,816 | +0.7% | 400 | 0.0% | 0.00% | – | |
| CIF | MFS INTER HIGH INCOME FD SH BEN INTcef | $648 | -1.5% | 386 | 0.0% | 0.00% | – | |
| LITE | LUMENTUM HLDGS INC COMstock | $162 | +3.2% | 3 | 0.0% | 0.00% | – | |
| LUMN | LUMEN TECHNOLOGIES INC COMstock | $1,413 | -49.2% | 533 | 0.0% | 0.00% | -100.0% | |
| L | LOEWS CORP COMstock | $696 | -0.6% | 12 | 0.0% | 0.00% | – | |
| LAD | LITHIA MTRS INC COMstock | $229 | +11.7% | 1 | 0.0% | 0.00% | – | |
| BETZ | ROUNDHILL SPORTS BETTING & IGAMING ETFetf | $1,324 | +13.6% | 82 | 0.0% | 0.00% | – | |
| MNST | Buy | MONSTER BEVERAGE CORP NEW COMstock | $432 | +6.4% | 8 | +100.0% | 0.00% | – |
| ALX | ALEXANDERS INC COMreit | $1,938 | -11.9% | 10 | 0.0% | 0.00% | -100.0% | |
| LNC | LINCOLN NATL CORP IND COMstock | $519 | -26.8% | 23 | 0.0% | 0.00% | – | |
| IIF | MORGAN STANLEY INDIA INVT FD I COMcef | $817 | -4.2% | 42 | 0.0% | 0.00% | – | |
| MOS | MOSAIC CO NEW COMstock | $186 | +5.1% | 4 | 0.0% | 0.00% | – | |
| LEN | LENNAR CORP CL Astock | $213 | +16.4% | 2 | 0.0% | 0.00% | – | |
| ZTS | ZOETIS INC CL Astock | $169 | +14.2% | 1 | 0.0% | 0.00% | – | |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INC CL Astock | $1,034 | – | 14 | +100.0% | 0.00% | – |
| NOV | NOV INC COMstock | $259 | -11.3% | 14 | 0.0% | 0.00% | – | |
| ATO | ATMOS ENERGY CORP COMstock | $337 | +0.3% | 3 | 0.0% | 0.00% | – | |
| ASTRIA THERAPEUTICS INC COMstock | $93 | -10.6% | 7 | 0.0% | 0.00% | – | ||
| ASRT | ASSERTIO HOLDINGS INC COM NEWstock | $1,593 | +48.2% | 250 | 0.0% | 0.00% | – | |
| ASHFORD HOSPITALITY TR INC COM SHSreit | $308 | -28.2% | 96 | 0.0% | 0.00% | – | ||
| ANET | ARISTA NETWORKS INC COMstock | $1,343 | +38.3% | 8 | 0.0% | 0.00% | – | |
| AME | AMETEK INC COMstock | $1,889 | +4.0% | 13 | 0.0% | 0.00% | – | |
| IVZ | INVESCO LTD SHSstock | $105 | -7.9% | 6 | 0.0% | 0.00% | – | |
| ABC | AMERISOURCEBERGEN CORP COMstock | $1,610 | -3.3% | 10 | 0.0% | 0.00% | – | |
| AOUT | AMERICAN OUTDOOR BRANDS INC COMstock | $1,712 | -1.8% | 174 | 0.0% | 0.00% | – | |
| APTV | APTIV PLC SHSstock | $1,346 | +20.4% | 12 | 0.0% | 0.00% | – | |
| PNR | PENTAIR PLC SHSstock | $113 | +22.8% | 2 | 0.0% | 0.00% | – | |
| WLTW | WILLIS TOWERS WATSON PLC LTD SHSstock | $1,859 | -5.0% | 8 | 0.0% | 0.00% | -100.0% | |
| MARA | MARATHON DIGITAL HOLDINGS INC COMstock | $872 | +155.0% | 100 | 0.0% | 0.00% | – | |
| PRGO | PERRIGO CO PLC SHSstock | $215 | +4.9% | 6 | 0.0% | 0.00% | – | |
| MSGE | MADISON SQUARE GRDN ENTERTNMNT CL Astock | $354 | +31.1% | 6 | 0.0% | 0.00% | – | |
| MSGS | MADISON SQUARE GRDN SPRT CORP CL Astock | $779 | +6.3% | 4 | 0.0% | 0.00% | – | |
| MRVL | MARVELL TECHNOLOGY INC COMstock | $996 | +15.5% | 23 | 0.0% | 0.00% | – | |
| MAS | MASCO CORP COMstock | $554 | +6.7% | 11 | 0.0% | 0.00% | – | |
| New | MASTERBRAND INC COMMON STOCKstock | $909 | – | 113 | +100.0% | 0.00% | – | |
| MKC | MCCORMICK & CO INC COM NON VTGstock | $333 | +0.3% | 4 | 0.0% | 0.00% | – | |
| MGM | Buy | MGM RESORTS INTERNATIONAL COMstock | $8 | +33.3% | 0 | +100.0% | 0.00% | – |
| NTR | Exit | NUTRIEN LTD COMstock | $0 | – | -41 | -100.0% | -0.00% | – |
| QYLD | Exit | GLOBAL X NASDAQ 100 COVERED CALL ETFetf | $0 | – | -152 | -100.0% | -0.00% | – |
| CAJ | Exit | CANON INC SPONSORED ADRadr | $0 | – | -104 | -100.0% | -0.00% | – |
| AEO | Exit | AMERICAN EAGLE OUTFITTERS INC COMstock | $0 | – | -213 | -100.0% | -0.00% | – |
| Exit | ON HLDG AG NAMEN AKT Astock | $0 | – | -375 | -100.0% | -0.00% | – | |
| FULC | Exit | FULCRUM THERAPEUTICS INC COMstock | $0 | – | -800 | -100.0% | -0.00% | – |
| Exit | DUTCH BROS INC CL Astock | $0 | – | -200 | -100.0% | -0.00% | – | |
| SE | Exit | SEA LTD SPONSORD ADSadr | $0 | – | -125 | -100.0% | -0.00% | – |
| VKTX | Exit | VIKING THERAPEUTICS INC COMstock | $0 | – | -1,230 | -100.0% | -0.00% | – |
| PCSB | Exit | PCSB FINL CORP COMstock | $0 | – | -504 | -100.0% | -0.00% | – |
| Exit | COHERENT CORP COMstock | $0 | – | -364 | -100.0% | -0.00% | – | |
| GRU | Exit | ELEMENTS LINKED TO THE ICE BOFAML COMMODITY INDEX EXTRA GRAINS TOTAL RETURNetf | $0 | – | -2,706 | -100.0% | -0.00% | – |
| AMX | Exit | AMERICA MOVIL SAB DE CV SPON ADR L SHSadr | $0 | – | -784 | -100.0% | -0.00% | – |
| XRAY | Exit | DENTSPLY SIRONA INC COMstock | $0 | – | -800 | -100.0% | -0.01% | – |
| LIN | Exit | LINDE PLC SHSstock | $0 | – | -470 | -100.0% | -0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-28
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.