$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 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BRKA | BERKSHIRE HATHAWAY INC DEL CL Astock | $3,259,200 | -0.7% | 7 | 0.0% | 0.80% | -9.1% | |
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% | |
EL | LAUDER ESTEE COS INC CL Astock | $676,533 | -0.7% | 2,745 | 0.0% | 0.17% | -8.7% | |
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% | |
KXI | ISHARES GLOBAL CONSUMER STAPLES ETFetf | $502,297 | +3.9% | 8,108 | 0.0% | 0.12% | -4.6% | |
NFLX | NETFLIX INC COMstock | $483,327 | +17.2% | 1,399 | 0.0% | 0.12% | +7.2% | |
CLF | CLEVELAND-CLIFFS INC NEW COMstock | $458,250 | +13.8% | 25,000 | 0.0% | 0.11% | +4.6% | |
UNP | UNION PAC CORP COMstock | $305,110 | -2.8% | 1,516 | 0.0% | 0.08% | -10.7% | |
AWF | ALLIANCEBERNSTEIN GLOBAL HIGH COMcef | $277,506 | +5.4% | 28,550 | 0.0% | 0.07% | -4.2% | |
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% | |
NUSC | NUVEEN ESG SMALL-CAP ETFetf | $237,141 | +3.6% | 6,697 | 0.0% | 0.06% | -6.5% | |
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% | |
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% | |
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% | |
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% | |
NMM | NAVIOS MARITIME PARTNERS L P COM UNIT LPIstock | $169,805 | -7.1% | 7,040 | 0.0% | 0.04% | -14.3% | |
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% | |
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% | |
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% | |
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% | |
MPLX | MPLX LP COM UNIT REP LTDstock | $134,493 | +4.9% | 3,904 | 0.0% | 0.03% | -5.7% | |
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% | |
AGO | ASSURED GUARANTY LTD COMstock | $125,072 | -19.3% | 2,488 | 0.0% | 0.03% | -26.2% | |
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% | |
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% | |
TECH | BIO-TECHNE CORP COMstock | $108,911 | -10.5% | 1,468 | 0.0% | 0.03% | -18.2% | |
HQH | TEKLA HEALTHCARE INVS SH BEN INTcef | $103,023 | -1.9% | 5,837 | 0.0% | 0.02% | -10.7% | |
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% | |
DHR | DANAHER CORPORATION COMstock | $92,754 | -5.0% | 368 | 0.0% | 0.02% | -11.5% | |
DAL | DELTA AIR LINES INC DEL COM NEWstock | $89,605 | +6.3% | 2,566 | 0.0% | 0.02% | -4.3% | |
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% | |
VPU | VANGUARD UTILITIES ETFetf | $72,285 | -3.8% | 490 | 0.0% | 0.02% | -10.0% | |
APOLLO GLOBAL MGMT INC COMstock | $68,023 | -1.0% | 1,077 | 0.0% | 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% | |
VWO | VANGUARD FTSE EMERGING MARKETS ETFetf | $60,647 | +3.7% | 1,501 | 0.0% | 0.02% | -6.2% | |
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% | |
EA | ELECTRONIC ARTS INC COMstock | $51,117 | -1.4% | 424 | 0.0% | 0.01% | -7.1% | |
VRSN | VERISIGN INC COMstock | $53,255 | +2.9% | 252 | 0.0% | 0.01% | -7.1% | |
CB | CHUBB LIMITED COMstock | $49,322 | -12.0% | 254 | 0.0% | 0.01% | -20.0% | |
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% | |
JPS | NUVEEN PFD & INCOME SECS FD COMcef | $45,982 | -5.0% | 7,118 | 0.0% | 0.01% | -15.4% | |
ACN | ACCENTURE PLC IRELAND SHS CLASS Astock | $46,015 | +7.1% | 161 | 0.0% | 0.01% | -8.3% | |
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% | |
ADP | AUTOMATIC DATA PROCESSING INC COMstock | $38,584 | -6.8% | 173 | 0.0% | 0.01% | -9.1% | |
ICLN | ISHARES GLOBAL CLEAN ENERGY ETFetf | $41,929 | -0.4% | 2,120 | 0.0% | 0.01% | -9.1% | |
INGR | INGREDION INC COMstock | $40,692 | +3.9% | 400 | 0.0% | 0.01% | -9.1% | |
PNC | PNC FINL SVCS GROUP INC COMstock | $38,130 | -19.5% | 300 | 0.0% | 0.01% | -30.8% | |
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% | |
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% | |
TPVG | TRIPLEPOINT VENTURE GROWTH BDC COMcef | $36,240 | +15.8% | 3,000 | 0.0% | 0.01% | +12.5% | |
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% | |
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% | |
VNQ | VANGUARD REAL ESTATE ETFetf | $31,887 | +0.7% | 384 | 0.0% | 0.01% | -11.1% | |
CHTR | CHARTER COMMUNICATIONS INC NEW CL Astock | $30,754 | +5.5% | 86 | 0.0% | 0.01% | 0.0% | |
WM | WASTE MGMT INC DEL COMstock | $33,652 | +4.1% | 206 | 0.0% | 0.01% | -11.1% | |
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% | |
GURU | GLOBAL X GURU INDEX ETFetf | $28,122 | +3.2% | 800 | 0.0% | 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% | |
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% | |
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% | |
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% | |
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% | |
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% | |
VOD | VODAFONE GROUP PLC NEW SPONSORED ADRadr | $24,465 | +9.1% | 2,216 | 0.0% | 0.01% | 0.0% | |
VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETFetf | $22,484 | +2.3% | 483 | 0.0% | 0.01% | 0.0% | |
VRTX | VERTEX PHARMACEUTICALS INC COMstock | $25,206 | +9.1% | 80 | 0.0% | 0.01% | 0.0% | |
IHF | ISHARES U.S. HEALTHCARE PROVIDERS ETFetf | $24,721 | -7.7% | 100 | 0.0% | 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% | |
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% | |
AVGO | BROADCOM INC COMstock | $21,171 | +14.7% | 33 | 0.0% | 0.01% | 0.0% | |
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% | |
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% | |
FXI | ISHARES CHINA LARGE-CAP ETFetf | $20,075 | +4.3% | 680 | 0.0% | 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% | |
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% | |
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% | |
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% | |
ETN | EATON CORP PLC SHSstock | $17,134 | +9.2% | 100 | 0.0% | 0.00% | 0.0% | |
FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFetf | $18,118 | +20.6% | 159 | 0.0% | 0.00% | 0.0% | |
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% | |
MAR | MARRIOTT INTL INC NEW CL Astock | $16,149 | +11.8% | 97 | 0.0% | 0.00% | 0.0% | |
TAN | INVESCO SOLAR ETFetf | $16,225 | +6.4% | 209 | 0.0% | 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% | |
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% | |
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% | |
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% | |
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% | |
EQL | ALPS EQUAL SECTOR WEIGHT ETFetf | $15,626 | +4.0% | 157 | 0.0% | 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% | |
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% | |
FEP | FIRST TRUST EUROPE ALPHADEX FUNDetf | $11,164 | +8.0% | 321 | 0.0% | 0.00% | 0.0% | |
ITW | ILLINOIS TOOL WKS INC COMstock | $13,390 | +10.5% | 55 | 0.0% | 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% | |
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% | |
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% | |
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% | |
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% | |
AMAT | APPLIED MATLS INC COMstock | $7,124 | +26.1% | 58 | 0.0% | 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% | ||
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% | |
FDN | FIRST TRUST DOW JONES INTERNET INDEX FUNDetf | $7,393 | +20.1% | 50 | 0.0% | 0.00% | 0.0% | |
DFEB | FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARYetf | $7,600 | +0.9% | 226 | 0.0% | 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% | |
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% | |
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% | |
OKTA | OKTA INC CL Astock | $8,020 | +26.2% | 93 | 0.0% | 0.00% | 0.0% | |
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% | |
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% | |
SFIX | STITCH FIX INC COM CL Astock | $9,019 | +64.3% | 1,765 | 0.0% | 0.00% | +100.0% | |
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% | |
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% | |
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% | |
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% | |
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% | |
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% | |
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% | |
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% | |
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% | |
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% | |
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% | |
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% | |
CZR | CAESARS ENTERTAINMENT INC NEW COMstock | $2,733 | +17.3% | 56 | 0.0% | 0.00% | 0.0% | |
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% | |
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% | |
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% | |
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% | |
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% | |
MQY | BLACKROCK MUNIYILD QULT FD INC COMcef | $3,540 | +2.1% | 299 | 0.0% | 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% | |
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% | |
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% | |
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% | |
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% | |
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% | – | |
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% | – | |
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% | – | |
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% | – | |
BLV | VANGUARD LONG-TERM BOND ETFetf | $210 | +6.1% | 3 | 0.0% | 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% | – | |
CNP | CENTERPOINT ENERGY INC COMstock | $442 | -1.8% | 15 | 0.0% | 0.00% | – | |
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% | – | |
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% | – | |
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% | – | |
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% | – | |
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% | – | ||
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% | |
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% | – | |
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% | – | |
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% | – | ||
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% | – | |
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% | – | |
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% | – | |
GL | GLOBE LIFE INC COMstock | $221 | -8.7% | 2 | 0.0% | 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% | – | |
FE | FIRSTENERGY CORP COMstock | $740 | -4.0% | 18 | 0.0% | 0.00% | – | |
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% | – | |
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% | – | |
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% | – | |
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% | – | |
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% | – | |
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% | – | |
MKC | MCCORMICK & CO INC COM NON VTGstock | $333 | +0.3% | 4 | 0.0% | 0.00% | – |
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.